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Account-based motion

Find Which Target Accounts Are Actually In-Market

Nudgy helps ABM and revenue teams run voice campaigns across selected accounts to uncover active initiatives, buying context, objections, urgency, and the next-best action for sales.

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Campaign play

Find Which Target Accounts Are Actually In-Market

Audience

Contacts from tier-one target accounts who engaged with at least one campaign in the last 60 days.

What Nudgy learns

Capture account initiative status, buying committee role, current vendor or process, and the right next step.

Account initiative statusBuying committee roleCurrent vendor or processPain point

Writes back to CRM

  • · Account intent summary
  • · Buying role tag
  • · Contact status update
Synced to CRM
The short version

What this play actually is, in four lines

Built for marketing and revenue teams who want this motion in production this week, not next quarter.

  • 1Audience: Contacts from tier-one target accounts who engaged with at least one campaign in the last 60 days.
  • 2Goal: Capture account initiative status, buying committee role, current vendor or process, and the right next step.
  • 3Captured per call: account initiative status, buying committee role, current vendor or process, pain point.
  • 4Writes back: account intent summary, buying role tag, contact status update, sales task.
Who this is for

Who runs this play

Pulled from real campaigns. If your team owns one of these, this play probably belongs in your stack.

  • ABM teams
  • Enterprise marketing teams
  • Revenue marketing teams
  • Strategic account teams
  • RevOps teams
  • Sales development teams
The problem today

Most ABM Signals Are Indirect

Website visits, ad clicks, email opens, and third-party intent data can suggest interest. They rarely explain what is actually happening inside the account.

Nudgy adds direct conversational signal by speaking with selected contacts and turning their responses into account-level intelligence.

The play, end to end

How Nudgy runs this play

Same five-step loop, scoped to this motion. Your team approves the audience, the questions, and the writeback before launch.

  1. 01Step 1

    Select accounts or contacts

    Use target account lists and engaged contacts from the CRM.

  2. 02Step 2

    Define account intelligence goals

    Clarify initiatives, roles, urgency, and objections you need.

  3. 03Step 3

    Run short voice conversations

    Each call references the relevant campaign or content context.

  4. 04Step 4

    Extract committee signal

    Roles, urgency, objections, and next steps are structured per contact.

  5. 05Step 5

    Write account-level summaries

    Owners see a concise account story plus tasks in the CRM.

Conversation script

What Nudgy actually asks

Real call prompts for this play. Tone, depth, and guardrails are configured with your team.

Sample conversation
  1. 01Is this topic currently active inside your team?
  2. 02Who is involved in evaluating it?
  3. 03What prompted the interest?
  4. 04What are you using today?
  5. 05What would make a solution worth exploring?
  6. 06Is there a realistic timeline?
Structured signal

What Nudgy captures on every call

  • Account initiative status
  • Buying committee role
  • Current vendor or process
  • Pain point
  • Urgency
  • Objection
  • Internal owner
  • Follow-up recommendation
  • Account-level intent summary
CRM writeback

What lands back in your CRM

Every conversation writes structured fields, notes, and tasks where your team already works. RevOps approves the field map before launch.

HubSpotSalesforceSlackWebhooks
app.nudgy.dev/sync/crm-writeback
Writeback fields
Synced
  • ·Account intent summary
  • ·Buying role tag
  • ·Contact status update
  • ·Sales task
  • ·Account owner alert
  • ·Campaign attribution
  • ·Sequence enrollment
  • ·Opportunity note if relevant

Field names depend on your HubSpot or Salesforce mapping.

An example play

What this looks like in real life

One example campaign your team could run this week. Audience and opener are configurable.

Campaign name

Target Account Intent Discovery

Live example

Audience

Contacts from tier-one target accounts who engaged with at least one campaign in the last 60 days.

Conversation opener

Hi, this is Nudgy calling on behalf of [Company]. I saw your team had engaged with some material around [Topic], and I wanted to understand whether this is an active priority or more early research.
Reporting view

What you actually see in the dashboard

Example preview only, not a customer result: several reached accounts showed active initiative signals. Some mentioned vendor review, some identified a decision-maker, and the most common concern was integration complexity.

Example previewNot a customer benchmark
app.nudgy.dev/campaigns/dashboard
Live campaign metrics
this week
  • Account-level rollups of contact signal
  • Initiative status distribution
  • Objection themes by segment
  • Tasks created for strategic reps
FAQ

Common questions

Quick answers RevOps and marketing leaders ask before booking a call.

Is this meant for enterprise ABM teams?
It is built for any team running account lists in a CRM, from mid-market to enterprise, as long as contacts and owners are well defined.
Can Nudgy summarize account-level intent?
Yes. Multiple contact conversations can roll into an account summary your AE or SDR sees inside the CRM.
Can Nudgy detect buying committee roles?
Conversations ask how decisions are made. Responses map to tags or fields your team defines.
Can Nudgy update Salesforce accounts?
Writeback can target accounts and contacts based on the mapping your RevOps team approves.
Can Nudgy work with HubSpot target account lists?
Yes. HubSpot companies and associated contacts can be used as the campaign audience.
How is this different from intent data?
Intent data infers interest from behavior. Nudgy confirms what is happening through a direct conversation, then structures the result.
Can Nudgy alert account owners?
Yes. Alerts and tasks can notify the owner when priority thresholds are met.
More plays

Related campaigns

See all plays
  • Demand gen and field programs

    Turn Event Attendees Into Qualified Conversations

    After a webinar, conference, roundtable, or trade show, Nudgy calls selected attendees to understand why they joined, what they care about, and whether sales or marketing should follow up.

    Open play
  • Revenue intelligence

    Recover Signal From Closed-Lost Pipeline

    Nudgy helps revenue teams call stalled and closed-lost opportunities to understand what really happened, uncover reactivation potential, and update the CRM with usable buyer intelligence.

    Open play
  • Positioning and GTM

    Test Campaign Messaging With Real Conversations

    Nudgy helps marketing and product marketing teams understand what buyers actually heard, what confused them, what resonated, and what would make the message more relevant.

    Open play
Final step

Put this play into your CRM workflow

Use the audience filters you already maintain. Launch a voice campaign with a clear learning goal. Sync structured outcomes back to owners and reports.

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Nudgy

Voice campaign intelligence for B2B revenue teams. CRM-connected voice programs, structured signal extraction, and writeback to HubSpot or Salesforce.

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