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 to your call.
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.
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.
Click New Link and type GReminders.
Then click on the Hyperlink button and you should get the link. Copy this link:
Then go into GReminders and setup an Initial Reminder (Client Reminders > Purpose Initial) like so:
and replace the Nitrogen/Riskalyze link above with the Hyperlink you got from the Nitrogen App.
1 hour after the meeting is booked your prospect will receive an email asking them to complete the application prior to the call.
If you prefer you can do this 1 day or 2 days prior to the meeting as well. The cadence is up to you.
You can read more about this on the Nitrogen Help Page as well.
Any Questions? Email to [email protected]
FAQs
How do I get the Nitrogen Risk Questionnaire link to share with my clients?
Log into Nitrogen, go to Menu > Settings > Lead Generation, create a new link (e.g., named GReminders), then click on the Hyperlink button to get the link. Copy this link to share with your clients.
How can I set up GReminders to send the Nitrogen Risk Questionnaire to prospects?
In GReminders, go to Client Reminders > Purpose Initial, set up an Initial Reminder, and replace the default Nitrogen/Riskalyze link with the hyperlink you obtained from the Nitrogen app. This reminder will be sent to prospects after they book a meeting.
When will prospects receive the Nitrogen Risk Questionnaire after booking a meeting?
By default, prospects receive an email 1 hour after the meeting is booked asking them to complete the questionnaire. You can adjust the timing to 1 or 2 days prior to the meeting if preferred.