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Voice of customer

Run Voice-Of-Customer Research At Campaign Scale

Nudgy helps marketing, product marketing, and customer teams run structured voice conversations with customers, then turns responses into themes, feedback, risks, opportunities, and CRM-ready actions.

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Campaign play

Run Voice-Of-Customer Research At Campaign Scale

Audience

Customers who tried a new feature at least once but did not return within 14 days.

What Nudgy learns

Capture customer language, pain themes, feature requests, and the right next step.

Customer languagePain themesFeature requestsAdoption blockers

Writes back to CRM

  • · Customer insight summary
  • · Health notes
  • · CS follow-up task
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: Customers who tried a new feature at least once but did not return within 14 days.
  • 2Goal: Capture customer language, pain themes, feature requests, and the right next step.
  • 3Captured per call: customer language, pain themes, feature requests, adoption blockers.
  • 4Writes back: customer insight summary, health notes, cs follow-up task, product feedback tag.
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.

  • Product marketing teams
  • Customer marketing teams
  • Product teams
  • Customer success teams
  • Lifecycle teams
  • Research teams
The problem today

Surveys Are Shallow. Manual Interviews Do Not Scale.

Customer research often sits between two imperfect options.

Surveys are easy to send, but they miss nuance.

Manual interviews are rich, but they take time and reach only a small sample.

Nudgy gives teams a practical middle layer: structured voice conversations that capture customer language, themes, and follow-up signals at campaign scale.

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

    Choose a customer segment

    Examples: new adopters, stalled users, or post-launch cohorts.

  2. 02Step 2

    Define the research goal

    Clarify what product, journey, or message you need to understand.

  3. 03Step 3

    Launch structured calls

    Short voice conversations with consistent prompts across the cohort.

  4. 04Step 4

    Extract themes

    Quotes, sentiment, blockers, and requests roll into a shared view.

  5. 05Step 5

    Route follow-up

    Tasks go to product, marketing, support, or customer success with context.

Conversation script

What Nudgy actually asks

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

Sample conversation
  1. 01What made you try the product?
  2. 02What value are you getting so far?
  3. 03What was confusing or frustrating?
  4. 04What almost stopped you from moving forward?
  5. 05What would make this more useful for your team?
  6. 06Would you be open to a deeper follow-up?
Structured signal

What Nudgy captures on every call

  • Customer language
  • Pain themes
  • Feature requests
  • Adoption blockers
  • Sentiment
  • Churn risk
  • Expansion signal
  • Case study potential
  • Support need
  • Product feedback
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
  • ·Customer insight summary
  • ·Health notes
  • ·CS follow-up task
  • ·Product feedback tag
  • ·Expansion signal
  • ·Case study candidate tag
  • ·Support escalation
  • ·Marketing insight export

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

New Feature Adoption Research

Live example

Audience

Customers who tried a new feature at least once but did not return within 14 days.

Conversation opener

Hi, this is Nudgy calling on behalf of [Company]. I noticed your team tried [Feature] recently, and I had one quick question. What were you hoping it would help you do?
Reporting view

What you actually see in the dashboard

Example preview only, not a customer result: top adoption blockers were unclear setup, missing integration context, and lack of internal ownership. Several customers said the feature was useful, but they needed a clearer workflow before using it regularly.

Example previewNot a customer benchmark
app.nudgy.dev/campaigns/dashboard
Live campaign metrics
this week
  • Theme frequency across conversations
  • Risk and support flags per account
  • Expansion or advocacy mentions
  • Exportable summaries for roadmap reviews
FAQ

Common questions

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

Is Nudgy a survey replacement?
It complements surveys and interviews by adding depth at scale. Many teams still run surveys, but voice captures phrasing and nuance surveys miss.
Can Nudgy capture qualitative feedback?
Yes. Summaries and structured tags are written back, and your team can access recordings or transcripts depending on your configuration.
Can teams review transcripts?
Where enabled, transcripts support QA, coaching, and research synthesis.
Can Nudgy summarize themes across calls?
Campaign reporting aggregates repeated phrases, objections, and requests so PMM and PM can scan patterns quickly.
Can Nudgy identify expansion signals?
Yes. Conversations can flag additional teams, use cases, or seats that CS or sales should explore.
Can Nudgy help product marketing?
PMM gets buyer language, objections, and positioning feedback tied to CRM segments instead of ad-hoc anecdotes.
Can Nudgy trigger customer success follow-up?
Tasks and alerts can route to CS when risk or support needs appear.
More plays

Related campaigns

See all plays
  • Customer lifecycle

    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.

    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
  • Ecosystem GTM

    Find Which Partners Are Ready To Move

    Nudgy helps partner, channel, and ecosystem teams run voice campaigns that identify active partners, uncover blockers, confirm campaign interest, and route the right next steps.

    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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