How NudgeNow works — live in 15 minutes.

Tap Start free and sign in with Google, Facebook or an email address — no credit card. Your first 30 days are free with every feature unlocked, and signing up counts your founding-member spot (the first 100 advisors keep ₱299/month for life).

Answer the short welcome questions and you land on Today — the screen you’ll live in.

Pick one of six templates, add your photo and a few lines about who you help, and hit Save — you’re live at nudgenow.ph/a/your-name that second. Your services, your numbers, what clients say, and a booking button on every screen.

Own a domain? Point it here later and the site becomes yours completely — your name in the address bar and in the browser tab. Everything included is on your financial advisor website page.

Grow → Personal site

This is your lead machine: a public page at nudgenow.ph/q/your-name with a 2-minute Protection Check quiz. Claim your link, add your photo and your own headline, pick your accent color, and save — it’s live on the internet that second, carrying your brand (leads see you in the browser tab, not us).

Anyone who takes the test gets a full personal gap report — the coverage they actually need — then books a Clarity Call with you, and lands in your pipeline automatically with their answers attached. Later you can reword the questions or add your own; the report math keeps up. Here is how the client funnel works, step by step.

Grow → Lead Funnel

One tap, two-way sync: Clarity Calls booked on your funnel land on your real calendar with a Google Meet link attached, and your existing commitments automatically block those slots — so you’re never double-booked and never send a single “what time works for you?” message again.

Settings → Google Calendar → Connect

Post your funnel link on Facebook, put it in your bio, send it one-on-one in Messenger, or run ads straight to it — it supports your own Meta Pixel so you can track every lead and booking. Your link works while you sleep; every submission becomes a lead with follow-ups already scheduled.

And the funnel follows up on itself: every lead’s results land in their inbox the moment they finish — sent as you, with a link back to their report — and if they haven’t booked by the next day, one automatic nudge goes out. Book they do, and the confirmation, calendar invite, and day-of reminder are handled too. The rest is automatic follow-ups.

Your notebook, your Messenger threads, the referrals you keep meaning to text — put them in. Only a name is required, so each one takes seconds, and every lead gets a follow-up scheduled automatically so nobody can quietly go cold.

Your client book is private to your account and enforced at the database level — no other advisor, and nobody at NudgeNow, can ever browse it. More on privacy →

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