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NudgeClient operations

CLIENT OPERATIONS FOR CONSULTANTS

Run the work.
Show clients the value.

Nudge connects projects, tasks, billable time, retainers, approvals, files, and a polished client portal—so your team knows what to do and clients understand what they are paying for.

Watch the product walkthroughs ↓
✓ Founding-customer early access✓ No credit card✓ Time stays free forever
01TimeCapture the work02WorkspaceRun the engagement03PortalShow the value
Nudge Workspace · Today
MONDAY · AUGUST 10

Good morning, Jonathan.

Here’s what needs your attention.

CLIENT APPROVALDiscovery summaryBlueprint Roofing · Waiting 2 days
4Due today6.4hTracked94%Retainer
CLIENT VIEWBlueprint Roofing

Salesforce optimization

68%
Latest update · Automation review complete
Timer ready00:00:00
BUILT FORIndependent consultantsBoutique consulting teamsFractional operatorsSpecialized client-service firms

FOUNDING-CUSTOMER EARLY ACCESS

Help shape the client operating system you actually want to use.

Workspace and Client Portal are available through guided early access while we finalize commercial plans. No card is required, and we will explain pricing and any transition before paid access begins.

YOUR STARTING POINTNudge TimeFree forever

Capture billable work on the web and through Chrome. Add Workspace and Portal when the engagement needs more structure.

Join the founding cohort →

ONE CLIENT. TOO MANY SYSTEMS.

Client work shouldn’t require an operations department.

Your work happens across meetings, CRMs, messages, tasks, and deliverables. Nudge connects the entire engagement so less time disappears, fewer details get dropped, and clients always understand the value.

01 · PROTECT REVENUE

Capture more billable work

Keep a quiet timer where the work happens so valuable minutes do not disappear between calls, tabs, and client requests.

02 · DELIVER CALMLY

Run cleaner engagements

Connect time, projects, priorities, approvals, retainers, updates, and files around one shared client record.

03 · BUILD TRUST

Make your value visible

Give clients a polished view of approved progress, deliverables, time, and budget without exposing internal work.

60-SECOND WORKFLOW CHECK

Where should Nudge help first?

Three quick choices. Get a practical starting point—no email required.

Your selections are measured as anonymous product-interest signals unless your browser has GPC or Do Not Track enabled.
Question 1 of 3

Where does most client work happen?

INTERACTIVE PRODUCT TOUR

See the whole client engagement in one flow.

Capture the work with free Time. Run delivery in Workspace. Publish the client-safe story through Portal. Try each product below.

NUDGE WORKSPACE · INTERNAL

Run every engagement from one calm view.

Keep priorities, projects, tasks, approvals, files, retainers, and time review connected around the client—not scattered across tools.Explore workspaceInteractive demo · no sign-in required
NudgeWorkspace
NEEDS YOUR ATTENTION

Good morning, Jonathan.

3Tasks due today
1Client approval waiting
94%Retainer on track

FOCUSED PRODUCT TOURS

See the complete client workflow.

Six concise, narrated tours show how the suite moves from the consultant’s first priority to the client’s final approval. Captions are always visible and no sign-in is required.

WorkspaceProduct demo · 33 sec

Workspace

Start the day with clarity

See priorities, client decisions, active work, and incoming requests from one calm operating view.

FREE TIME CAPTURE

The front door stays free—and stays close to the work.

Nudge Time is the lightweight entry point. The extension stays available inside Salesforce and other enabled work sites, then connects captured time to the broader engagement when Workspace is added.

CAPTURE → OPERATE → COMMUNICATE

Three products. One client story.

Start anywhere, but keep the model simple: Time remembers the work, Workspace runs the engagement, and Portal shows clients what matters.

  1. 1

    Track the work for free

    Use Nudge Time on the web or inside your chosen work sites. Attach every entry to the right client, project, and task.

  2. 2

    Organize delivery

    Add Workspace when you want projects, priorities, approvals, retainers, files, and team coordination in one place.

  3. 3

    Give clients clarity

    Add Portal to publish approved progress, outcomes, time, and budget through a professional client experience.

PRIVATE BY DESIGN

Track the work without exposing the work.

Nudge’s extension does not read Salesforce records, webpage text, forms, typed content, cookies, passwords, or browsing history.

Review security and privacy →
Explicit site access

You choose each website where the extension may appear.

Role-safe by design

Consultants and clients receive separate, intentional access.

First-party measurement

The marketing site uses privacy-conscious funnel events and honors GPC and Do Not Track.

COMMON QUESTIONS

The important stuff, answered.

What is client operations software for consultants?+

Client operations software connects the work behind an engagement—projects, tasks, time, retainers, approvals, files, updates, and client communication—so a consultant can run delivery and show progress from one system.

Can Nudge manage consulting projects and client communication together?+

Yes. Nudge Workspace organizes internal delivery, while the connected Client Portal publishes only approved projects, requests, decisions, files, time, and budget information to each client.

Does Nudge read Salesforce or CRM data?+

No. The extension does not read CRM records, page text, form fields, typed content, cookies, passwords, or authentication data. It only appears on work sites you explicitly enable.

Who is Nudge built for?+

Nudge is purpose-built for independent consultants, boutique consulting teams, fractional operators, and specialized client-service businesses that need accurate time, organized delivery, and stronger client visibility.

What can clients see?+

Clients see only their client portal and information intentionally marked client visible. They cannot open private time capture or the internal workspace.

Can consultants see the client experience?+

Yes. Internal users can preview the client portal in read-only mode so they know exactly what the client sees.

Do I need Salesforce?+

No. Salesforce is a strong use case, but Nudge can be enabled on other work applications and custom website domains.

Is there a credit card required?+

No. Nudge Time is free forever. Workspace and Client Portal are currently available through the founding-customer early-access program, with no credit card required. We will explain pricing and any transition before paid access begins.

BUILD YOUR CLIENT OPERATING SYSTEM

Start free—or join the founding cohort.

Tell us how your consulting business runs today. We’ll give you a specific next step, from free self-serve tracking to guided Workspace and Client Portal access.

✓ Free tracker forever✓ No credit card✓ Clear transition before pricing
We use first-party, cookieless attribution to understand which campaigns work. Global Privacy Control and Do Not Track are honored.
Request early access