{"id":8324,"date":"2024-10-24T00:26:44","date_gmt":"2024-10-24T00:26:44","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8324"},"modified":"2024-10-30T01:16:39","modified_gmt":"2024-10-30T01:16:39","slug":"nitrogen-riskalyze-new-clients","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/nitrogen-riskalyze-new-clients\/","title":{"rendered":"Share Nitrogen Riskalyze Links with Prospects"},"content":{"rendered":"\n<p><a href=\"https:\/\/nitrogenwealth.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Nitrogen<\/a> (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. <\/p>\n\n\n\n<p>A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior to your call.<\/p>\n\n\n\n<p>Nitrogen provides a Risk Questionnaire link for each User on Nitrogen.   So assuming you have a Nitrogen Account you have a link that you can share with your clients.<\/p>\n\n\n\n<p>To get this link log into Nitrogen and go to Menu > Settings > Lead Generation.   From here we recommend you create a new link for GReminders to use.  <\/p>\n\n\n\n<p>Click New Link and type GReminders.<\/p>\n\n\n\n<p>Then click on the Hyperlink button and you should get the link.  Copy this link:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"494\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/gethyperlink-nitrogen.gif\" alt=\"\" class=\"wp-image-8325\"\/><\/figure>\n\n\n\n<p>Then go into GReminders and setup an Initial Reminder (Client Reminders > Purpose Initial) like so:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"935\" height=\"806\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/initial-appointment.png\" alt=\"\" class=\"wp-image-8326\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/initial-appointment.png 935w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/initial-appointment-300x259.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/10\/initial-appointment-768x662.png 768w\" sizes=\"(max-width: 935px) 100vw, 935px\" \/><\/figure>\n\n\n\n<p>and replace the Nitrogen\/Riskalyze link above with the Hyperlink you got from the Nitrogen App.<\/p>\n\n\n\n<p>1 hour after the meeting is booked your prospect will receive an email asking them to complete the application prior to the call.  <\/p>\n\n\n\n<p>If you prefer you can do this 1 day or 2 days prior to the meeting as well.   The cadence is up to you.<\/p>\n\n\n\n<p>You can read more about this on the <a href=\"https:\/\/kb.riskalyze.com\/hc\/en-us\/articles\/115008556407-Adding-the-Lead-Generation-Questionnaire-to-Your-Website\" target=\"_blank\" rel=\"noreferrer noopener\">Nitrogen Help Page as well<\/a>.<\/p>\n\n\n\n<p>Any Questions?   Email to support@greminders.com<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8328,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-8324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Share Nitrogen Riskalyze Links with Prospects - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/nitrogen-riskalyze-new-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Share Nitrogen Riskalyze Links with Prospects - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. 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