Using Metric-Based Nudges

Metric-Based Nudges help leaders engage with their teams through categories that align with leadership best practices, such as check-ins, celebrations, or accountability conversations. They promote consistent outreach across your team and encourage meaningful support where it’s needed most. Each leader sees a prioritized list of up to 24 metrics, organized by the areas that matter most to their team and organization.

Key Benefits: 

  • Every team member receives thoughtful outreach guided by shared, data-driven criteria.
  • Quickly see which areas need attention based on real-time trends within your team.
  • Nudges are designed to support leadership best practices and help your team reach shared goals.

Taking Action on Metric-Based Nudges


From each metric-based nudge, leaders can view all team members who fall into that category and choose how to engage with them. While emails and notes are sent one at a time to maintain authenticity, leaders are encouraged to reach out consistently across their team when it makes sense. You can take the following actions from any metric-based nudge:

  1. Send an Email – Reach out directly to the team member with a personalized message.

  2. Make a Note – Record your engagement or observations for future reference.

  3. Start a Round – (Applicable for rounding-related nudges) Begin a rounding interaction to connect in person or virtually.


FAQ

Q: Can I turn off specific nudges?
A: Yes. Nudges can be turned off at the client, cost-center, or team-member level for a set time or indefinitely.

Q: Can clients create their own custom nudges?
A: Not at this time.