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]