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.
Campaign play
Find Which Partners Are Ready To Move
Audience
Partners who have not engaged with the last two campaigns but remain active in the CRM.
What Nudgy learns
Capture partner status, participation interest, blocker, and the right next step.
Writes back to CRM
- · Partner status update
- · Partner manager task
- · Enablement need tag
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: Partners who have not engaged with the last two campaigns but remain active in the CRM.
- 2Goal: Capture partner status, participation interest, blocker, and the right next step.
- 3Captured per call: partner status, participation interest, blocker, enablement need.
- 4Writes back: partner status update, partner manager task, enablement need tag, co-marketing interest tag.
Who runs this play
Pulled from real campaigns. If your team owns one of these, this play probably belongs in your stack.
- Partner teams
- Channel teams
- Ecosystem teams
- Affiliate program teams
- Marketplace teams
- Franchise or distributed operator teams
Partner Lists Go Stale Fast
Partner teams often manage large lists of resellers, affiliates, agencies, franchisees, regional operators, or ecosystem contacts.
Email alone rarely shows who is active, who needs support, who wants to co-market, or who should be prioritized by the partner team.
Nudgy helps turn passive partner lists into live operational signal.
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 partner contacts
Pull partners, resellers, or affiliates from the CRM or PRM export.
- 02Step 2
Define the campaign goal
Activation, readiness, blocker discovery, or program interest.
- 03Step 3
Run short voice conversations
Calls confirm interest and surface enablement gaps quickly.
- 04Step 4
Capture partner status
Structured fields show who needs materials, training, or follow-up.
- 05Step 5
Route to partner managers
Tasks and tags align with coverage models in your CRM.
What Nudgy actually asks
Real call prompts for this play. Tone, depth, and guardrails are configured with your team.
- 01Are you actively promoting this offer?
- 02What is blocking participation?
- 03Do you need marketing material, training, or support?
- 04Are customers asking for this?
- 05Would you like a follow-up from the partner team?
- 06What would make this easier to sell or promote?
What Nudgy captures on every call
- Partner status
- Participation interest
- Blocker
- Enablement need
- Co-marketing interest
- Training need
- Sales opportunity
- Partner priority
- Follow-up recommendation
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.
- Partner status update
- Partner manager task
- Enablement need tag
- Co-marketing interest tag
- High-priority partner flag
- Training workflow trigger
- Account note
- Follow-up recommendation
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
Partner Activation Check
Audience
Partners who have not engaged with the last two campaigns but remain active in the CRM.
Conversation opener
Hi, this is Nudgy calling on behalf of [Company]. I was checking in to see whether your team is still interested in promoting [Program] this quarter, and if anything is blocking you.
What you actually see in the dashboard
Example preview only, not a customer result: the campaign can identify which partners are still active, who needs sales material, who wants training, and which partners may have live opportunities worth routing to a partner manager.
- Enablement backlog by theme
- Partners flagged for co-marketing
- Live opportunities routed to managers
- Participation trend versus prior quarters
Common questions
Quick answers RevOps and marketing leaders ask before booking a call.
Can Nudgy call partners or resellers?
Can Nudgy identify partner blockers?
Can Nudgy route follow-up to partner managers?
Can Nudgy support affiliate or marketplace programs?
Can Nudgy help with partner enablement?
Can Nudgy update partner records in CRM?
Can Nudgy identify co-marketing opportunities?
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Open play - 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.
Open play - 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.
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.