Surface Renewal Risk And Expansion Signals Earlier
Nudgy helps customer marketing, success, and revenue teams run proactive voice campaigns that identify customer sentiment, expansion opportunities, renewal risk, referrals, and follow-up needs.
Campaign play
Surface Renewal Risk And Expansion Signals Earlier
Audience
Customers renewing in the next 90 days with no meaningful activity in the last 30 days.
What Nudgy learns
Capture customer sentiment, renewal risk, expansion interest, and the right next step.
Writes back to CRM
- · Customer health note
- · Renewal risk flag
- · CS task
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: Customers renewing in the next 90 days with no meaningful activity in the last 30 days.
- 2Goal: Capture customer sentiment, renewal risk, expansion interest, and the right next step.
- 3Captured per call: customer sentiment, renewal risk, expansion interest, feature gap.
- 4Writes back: customer health note, renewal risk flag, cs task, account owner alert.
Who runs this play
Pulled from real campaigns. If your team owns one of these, this play probably belongs in your stack.
- Customer marketing teams
- Customer success teams
- Lifecycle teams
- Revenue teams
- Account management teams
- RevOps teams
Customer Teams Often Find Out Too Late
By the time a customer churns, downgrades, or ignores renewal emails, the important signals may have already been missed.
Nudgy gives teams a proactive way to check in with customers, understand sentiment, and identify which accounts need attention before the renewal moment becomes urgent.
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.
- 01Step 1
Select customers
Filter by renewal date, usage, segment, plan, or lifecycle stage.
- 02Step 2
Define what to learn
Risk, sentiment, expansion, referrals, or support needs.
- 03Step 3
Run thoughtful check-ins
Short voice conversations framed as helpful, not invasive.
- 04Step 4
Capture risk and opportunity
Structured fields highlight who needs a human now.
- 05Step 5
Route next actions
CS, sales, or marketing workflows receive tasks with context.
What Nudgy actually asks
Real call prompts for this play. Tone, depth, and guardrails are configured with your team.
- 01How is your team using the product today?
- 02Are you getting the value you expected?
- 03What is working well?
- 04What is frustrating?
- 05Are there other teams that could benefit?
- 06Should someone from our team follow up?
What Nudgy captures on every call
- Customer sentiment
- Renewal risk
- Expansion interest
- Feature gap
- Support need
- Internal champion signal
- Referral willingness
- Case study potential
- Follow-up urgency
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.
- Customer health note
- Renewal risk flag
- CS task
- Account owner alert
- Expansion opportunity note
- Customer marketing workflow trigger
- Referral or case study candidate tag
- Support escalation
Field names depend on your HubSpot or Salesforce mapping.
What this looks like in real life
One example campaign your team could run this week. Audience and opener are configurable.
Campaign name
90-Day Renewal Signal Check
Audience
Customers renewing in the next 90 days with no meaningful activity in the last 30 days.
Conversation opener
Hi, this is Nudgy calling on behalf of [Company]. Your renewal is coming up soon, and I wanted to ask one quick question. Is the product still helping your team the way you expected?
What you actually see in the dashboard
Example preview only, not a customer result: the campaign can separate healthy renewal signals from accounts with unresolved support issues, possible expansion interest, or accounts that should be escalated to customer success.
- Risk versus healthy cohorts
- Expansion interest by segment
- Support issues flagged for ticketing
- Referral or advocacy candidates
Common questions
Quick answers RevOps and marketing leaders ask before booking a call.
Can Nudgy identify churn risk?
Can Nudgy help customer success teams prioritize accounts?
Can Nudgy find expansion opportunities?
Can Nudgy trigger renewal tasks?
Can Nudgy handle sensitive customer conversations?
Can Nudgy identify case study candidates?
Can Nudgy work before renewal periods?
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Open play
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.