1 42000064974 2019-02-14T14:05:14-07:00 42000102988 false Getting started with Radius Assist 1 2019-02-14T14:06:48-07:00 1 1 2018-06-11T18:20:56-07:00 2 7 If your busy schedule doesn’t allow you to check up on your leads to find out if they are hot leads, then our Inside Sales Agent (ISA) Program, Radius Assist is just for you. Book a demo or a call to learn more here!  Locate Radius Assist under the Clients tab. Select one or more plans that suit your specific needs. Once qualified you'll be able to accept clients or refer them out earning 25% at closing. Plans we offer: Monthly Plans - We sync your lead generation sources to route an unlimited amount of leads to us. You can accept an unlimited amount of appointments we set up for you. 1 month plan - $299 per month & unlimited lead acceptance 6 month plan - $249 per month & unlimited lead acceptance A La Carte Plan - We scrub leads from your database, generated within the last 12 months for $500 per spreadsheet (1000 max) + $79 per appointment we set up. Submit your clients 3 ways depending on your plan: Set up a direct integration (20+) Email us a spreadsheet to work Add a client using "New Lead" How we qualify your leads: Monthly Plans - Leads coming in from direct lead generation sources you integrated with us will receive 9 calls paired with our engaging texts. We reach out within 5 mins of submission. A La Carte Plan - Leads sent to us in spreadsheets from your database will be placed on an extensive text campaign in conjunction with the call outreach - 8 texts over the first 45 days. Positive responses will be a target for our ISA team along with 2-3 calls. We accept 1000 per month, in order to target them effectively. - ISA Coverage is from 7AM to 7 PM MT Weekdays and 11:00AM to 3:00PM MT Weekends. What we gather: Client Type - Buyer, Seller, Renter, Investor Budget or Estimated Property Value Timeline for transaction Property Requirements - #of beds/baths and preferred additional features Pre-approval Status Availability for an initial phone consultation Additional notes collected to highlight motivation of lead Upon accepting the lead, we will reveal the client's full contact information (full name, phone, email) as well as preferred method of contact. Interested in joining our ISA program?   Book a demo or call by scheduling a time here! <p name="7917"><span style="font-size: 14px;">If your busy schedule doesn’t allow you to check up on your leads to find out if they are hot leads, then our Inside Sales Agent (ISA) Program, <a href="https://app.radiusagent.com/isa-program" rel="noreferrer noopener" target="_blank"><u><strong>Radius Assist</strong></u></a> is just for you.<strong> </strong><strong>Book </strong></span><strong>a demo or a call to learn more </strong><strong><a href="https://calendly.com/radiusagent/isa-interest-kb" rel="noreferrer noopener"><span style="color: rgb(44, 130, 201);">here</span></a></strong><strong>!</strong><span style="font-size: 14px;"><b style="font-size: 14px;"><strong> </strong></b></span></p><p name="7917"><br></p><div style="text-align: center;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42022841992/original/9JztqiYd7wlEn12tPn82QuoV_LLucym2XA.png?1559953593" width="323" height="543" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42022841992/original/9JztqiYd7wlEn12tPn82QuoV_LLucym2XA.png?1559953593" data-fileid="42022841992" data-uniquekey="1559948796598"></div><p name="7917"><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">Locate<strong> </strong>Radius Assist under the Clients tab. Select one or more plans that suit your specific needs. Once qualified you'll be able to accept clients or refer them out earning 25% at closing.</span></p><p name="7917" style="margin-left: 20px;"><span style="font-size: 14px;"><br></span></p><p name="7917" style="margin-left: 20px;"><span style="font-size: 14px;"><strong>Plans we offer:</strong></span></p><ul><li><span style="font-size: 14px;"><u>Monthly Plans</u> - We sync your lead generation sources to route an unlimited amount of leads to us. You can accept an unlimited amount of appointments we set up for you.</span><ul><li><span style="font-size: 14px;">1 month plan - $299 per month &amp; unlimited lead acceptance</span></li><li><span style="font-size: 14px;">6 month plan - $249 per month &amp; unlimited lead acceptance</span></li></ul></li><li><span style="font-size: 14px;"><u>A La Carte Plan</u> - We scrub leads from your database, generated within the last 12 months for $500 per spreadsheet (1000 max) + $79 per appointment we set up.</span></li></ul><p name="7917"><span style="font-size: 14px;"><br></span></p><p name="7917"><span style="font-size: 14px;"><br></span></p><p name="7917"><span style="font-size: 14px;"><strong>Submit your clients 3 ways depending on your plan:</strong></span></p><ol><li><span style="font-size: 14px;"><a href="https://knowledgebase.radiusagent.com/support/solutions/folders/42000102987" rel="noreferrer noopener">Set up a direct integration</a> (20+)</span></li><li><span style="font-size: 14px;">Email us a spreadsheet to work</span></li><li><span style="font-size: 14px;">Add a client using "New Lead"</span></li></ol><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><strong>How we qualify your leads:</strong></span></p><p><span style="font-size: 14px;"><br></span></p><ul><li><span style="font-size: 14px;"><u>Monthly Plans</u> - Leads coming in from direct lead generation sources you integrated with us will receive <strong>9 call</strong><strong>s</strong> paired with our engaging<strong> texts</strong>. We reach out within <u>5 mins</u> of submission.</span></li></ul><p><span style="font-size: 14px;"><br></span></p><ul><li><span style="font-size: 14px;"><u>A La Carte Plan</u> - Leads sent to us in spreadsheets from your database will be placed on <strong>an extensive text campaign</strong> in conjunction with the call outreach - 8 texts over the first 45 days. Positive responses will be a target for our ISA team along with <strong>2-3 calls</strong>. We accept 1000 per month, in order to target them effectively.</span></li></ul><p style="margin-left: 40px;"><span style="font-size: 12px;">- ISA Coverage is from 7AM to 7 PM MT Weekdays and 11:00AM to 3:00PM MT Weekends.</span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p name="7917"><span style="font-size: 14px;"><strong>What we gather:</strong><br></span></p><ul style="list-style-type: square;"><li><span style="font-size: 14px;">Client Type - Buyer, Seller, Renter, Investor</span></li><li><span style="font-size: 14px;">Budget or Estimated Property Value</span></li><li><span style="font-size: 14px;">Timeline for transaction</span></li><li><span style="font-size: 14px;">Property Requirements - #of beds/baths and preferred additional features</span></li><li><span style="font-size: 14px;">Pre-approval Status</span></li><li><span style="font-size: 14px;">Availability for an initial phone consultation</span></li><li><span style="font-size: 14px;">Additional notes collected to highlight motivation of lead</span></li></ul><p><span style="font-size: 14px;"><br></span></p><p name="7917"><span style="font-size: 14px;">Upon accepting the lead, we will reveal the client's full contact information (full name, phone, email) as well as preferred method of contact.</span></p><p name="7917"><span style="font-size: 14px;"><br></span></p><p name="7917"><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p name="7917"><span style="font-size: 14px;"><strong>Interested in joining our ISA program?</strong></span></p><p name="7917"><span style="font-size: 14px;"><strong> </strong></span></p><p name="7917"><span style="font-size: 14px;"><b style="font-size: 14px;">Book a demo or call by </b><strong>scheduling</strong><b style="font-size: 14px;"> a time </b><a href="https://calendly.com/radiusagent/isa-interest-kb" rel="noreferrer noopener" style="font-size: 14px; font-weight: bold;">here</a><b style="font-size: 14px;">!</b></span></p><p name="7917"><span style="font-size: 14px;"><br></span></p><p><br></p> 42000102988 588 42000031636 2019-06-07T18:34:23-07:00 42005917928 1 2 2 7 Get Started with Radius Assist 2019-02-14T14:05:49-07:00 42000212702 1 2018-11-08T13:07:23-07:00 0 0 Looking to integrate your lead source? If you don’t have a gmail account, don’t worry we will create a custom one for you! Follow the instructions below:  "Login" to your Radius dashboard. Click the "Clients" tab and then select "Radius Assist" in the drop-down menu. Click "Integrate Lead Sources"  Select your Lead Source and click the switch to turn on the integration. Copy your custom Radius email address, then simply follow the specific instructions for the selected lead source. For more in-depth instructions, check out our other specific “How To Integrate” articles here. Once you are finished following the instructions be sure to click "Mark as done"  Be sure to check the "Qualify leads" circle next to the lead source. If you run into any issues or have questions please send us an email at support@radiusagent.com. To learn more about our ISA program, schedule a time with your Agent Success Manager here. <p dir="ltr"><span style="font-size: 13px;">Looking to <strong>integrate your lead source</strong>? If you don’t have a gmail account, don’t worry we will create a custom one for you!</span></p><p dir="ltr"><span style="font-size: 13px;"><br></span></p><p dir="ltr"><span style="font-size: 13px;">Follow the instructions below: </span></p><p><span style="font-size: 13px;"><br></span></p><ol><li dir="ltr"><p dir="ltr"><span style="font-size: 13px;"><strong>"Login"</strong> to your Radius <a href="https://www.radiusagent.com/login" rel="noreferrer noopener" target="_blank">dashboard</a>.</span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 13px;">Click the <strong>"C</strong><strong>lients"</strong> tab and then select <strong>"Radius Assist</strong><strong>"</strong> in the drop-down menu.</span></p></li><li dir="ltr"><p dir="ltr">Click <strong>"Integrate Lead Sources" <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015854792/original/RS17XsXeED9m2sggs5jFWPi5smCIG2GZ-g.png?1550788140" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015854792/original/RS17XsXeED9m2sggs5jFWPi5smCIG2GZ-g.png?1550788140" data-fileid="42015854792" data-uniquekey="1550785538850" style="width: 750px;"></strong></p></li></ol><ol start="4"><li dir="ltr"><p dir="ltr">Select your Lead Source and click the switch to turn on the integration.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015855017/original/xvoyA6yWJJR0cD31zOjYS_14SaB7ZcwkvA.png?1550788455" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015855017/original/xvoyA6yWJJR0cD31zOjYS_14SaB7ZcwkvA.png?1550788455" data-fileid="42015855017" data-uniquekey="1550785538850" style="width: 750px;"></p></li></ol><p dir="ltr"><br></p><ol start="5"><li dir="ltr"><p dir="ltr">Copy your custom <strong>Radius email address, </strong>then simply follow the specific instructions for the selected lead source. For more in-depth instructions, check out our other specific “<strong>How To Integrate”</strong> articles <a href="https://knowledgebase.radiusagent.com/support/solutions/folders/42000102987" rel="noreferrer noopener" target="_blank"><strong><u>here</u></strong></a>.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015855124/original/iS2MY-x7DNWiLFIzOpGXueOAUf6BtsmRzQ.png?1550788579" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015855124/original/iS2MY-x7DNWiLFIzOpGXueOAUf6BtsmRzQ.png?1550788579" data-fileid="42015855124" data-uniquekey="1550785538850" style="width: 750px;"></p></li><li dir="ltr"><p dir="ltr">Once you are finished following the instructions be sure to click <strong>"Mark as done"</strong></p></li><li><p> Be sure to check the <strong>"Qualify leads"</strong> circle next to the lead source.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015855239/original/8nmgS5kMo1M2Pihe4Ax9PtgYFiES7lIx9w.png?1550788714" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015855239/original/8nmgS5kMo1M2Pihe4Ax9PtgYFiES7lIx9w.png?1550788714" data-fileid="42015855239" data-uniquekey="1550785538850" style="width: 750px;"></p></li></ol><p dir="ltr"><br></p><p dir="ltr"><br></p><p dir="ltr"><br></p><p><br></p><p dir="ltr"><span style="font-size: 14px;">If you run into any issues or have questions please send us an email at <a href="mailto:support@radiusagent.com" rel="noreferrer noopener" target="_blank">support@radiusagent.com</a>. To learn more about our ISA program, schedule a time with your Agent Success Manager </span><a href="https://calendly.com/radiusagent/concierge-fromchat/11-09-2018" rel="noreferrer noopener" target="_blank"><span style="font-size: 14px;"><strong><u>here</u></strong></span></a><span style="font-size: 14px;">.</span></p> 42000102988 69 42000046591 2019-06-07T18:20:26-07:00 42005917928 4 2 0 0 How to Find Your Custom Radius Email to Integrate Your Lead Source 2019-02-14T14:05:49-07:00 42007841068 1 2018-12-19T18:08:43-07:00 0 0 Radius Assist Identify hot leads using our ISA Program, Radius Assist. Our team will vet your leads through our superior lead qualification service saving you valuable time. Book a demo or a call to learn more here!  You can start submitting leads through various sources to Radius once you sign up. Radius Assist is located under the Clients tab under Qualified Leads on mobile. The leads you submit all appear under Submitted. You can view leads we qualified for you in the past under Qualified. The blue banner identifies a new qualified client that you must take an action on. When you refer a lead out you can track them under Referrals under Outbound Referrals. <p><strong><span style="font-size: 24px;">Radius Assist</span></strong></p><p><br></p><p dir="ltr"><span style="font-size: 14px;">Identify hot leads using our ISA Program, <a href="https://app.radiusagent.com/isa-program" rel="noreferrer noopener" target="_blank"><strong><u>Radius Assist</u></strong></a>. Our team will vet your leads through our superior lead qualification service saving you valuable time. <strong>Book </strong><strong>a demo or a call to learn more </strong><strong><a href="https://calendly.com/radiusagent/isa-interest-kb" rel="noreferrer noopener"><span style="color: rgb(44, 130, 201);">here</span></a></strong><strong>!</strong><b style="font-size: 14px;"><strong> </strong></b></span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">You can start submitting leads through various sources to Radius once you sign up. Radius Assist is located under the <strong>Clients tab </strong>under<strong> Qualified Leads</strong> on mobile.</span></p><p dir="ltr"><br></p><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">The leads you submit all appear under <strong>Submitted.</strong></span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">You can view leads we qualified for you in the past under </span><strong><span style="font-size: 14px;">Qualified.</span></strong></p></li><li dir="ltr"><p dir="ltr"><strong><span style="font-size: 14px;">The blue banner identifies a new qualified client that you must take an action on.</span></strong></p></li></ul><p dir="ltr"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42022842624/original/Ozj99zAJpanfJ8lh1NXb_iYgoaprbQaC_Q.png?1559958265" class="fr-fic fr-dib" style="width: 619px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42022842624/original/Ozj99zAJpanfJ8lh1NXb_iYgoaprbQaC_Q.png?1559958265" data-fileid="42022842624" data-uniquekey="1559957352967"></p><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">When you refer a lead out you can track them under <strong>Referrals</strong> under <strong>Outbound Referrals.</strong></span></p></li></ul><p><br></p> 42000102988 70 42000049409 2019-06-07T18:56:36-07:00 42005917928 10 2 0 0 Locating Your Qualified Leads 2019-02-14T14:05:49-07:00 42007841068 1 2019-01-14T13:50:37-07:00 0 0 If your busy schedule doesn’t allow you to check up on your leads to find out if they are hot leads, then Radius Assist is just for you! Depending on the Radius Assist Plan you are on, you can submit your leads to Radius using the app, a spreadsheet, or by linking your lead sources directly. You’ll be notified about your leads getting qualified and you can maintain them in your CRM. Book a demo or a call to learn more here! Below are the definitions of the various stages your submitted leads will flow through. Submitted- Your lead has successfully been submitted. Contacting- The Radius Concierge Team is contacting your lead to better understand their requirements. We call and SMS the lead on your behalf within 5 mins of submission (if it's a via an integration) and follow up 9 times via email, calls, sms before putting them on an extended drip campaign. Qualified- The lead has been qualified by our Concierge Team, meaning the lead is motivated, ready to buy/sell with a specific time frame in mind, has communicated their requirements clearly, and has been pre-approved or is in the process of being pre-approved. Accepted- Once the lead has been qualified you will be notified. You’ll be able to view the client details and you will have the option to accept or refer out the lead. Once you accept the lead it will move into your ISA leads pipeline and the status will change to accepted. Comparing- If you choose to refer the lead out to our network of agents the lead will move into your Outbound Referrals Dashboard. Our Concierge Team will connect your client with the top three local realtors that match their real estate needs. The three agents are chosen based on their current and past sales records as well as outstanding online consumer reviews.  Active- A buyer becomes active when they’ve received their pre-approval letter and have started seeing homes with the agent/s we connected them. A seller becomes active when they’ve signed a listing agreement with an agent and their listing is expected to go live soon.  In Contract- A buyer goes in contract when their offer has been accepted by the seller. A seller goes in contract when they accept an offer from a buyer.  Closed- The client has completed inspections and as well as title transfers. The lead is now closed. On Hold/Search Paused- A referral is set to on-hold or search paused when the client’s purchasing or selling timeline is too far out or they have temporarily placed their real estate search on hold.  Archived- A referral is archived if the client chooses to work with an out of network realtor or if the client no longer needs real estate assistance.  Disqualified- A lead is marked disqualified when they indicate they are not interested in discussing their real estate needs, no longer in the market to buy, have representation, or have already sold their property. Interested in joining our ISA program?   Book a demo or call by scheduling a time here! <p name="7917"><span style="font-size: 14px;">If your busy schedule doesn’t allow you to check up on your leads to find out if they are hot leads, then </span><a href="https://agentdesks.freshdesk.com/support/solutions/articles/42000031636-get-started-with-radius-assist" rel="noreferrer noopener" style="font-size: 14px;" target="_blank"><u><strong>Radius Assist</strong></u></a><span style="font-size: 14px;"> is just for you!</span><br><br><span style="font-size: 14px;">Depending on the Radius Assist Plan you are on, you can s<span style="font-size: 14px;">ubmit your leads to Radius using the app, a spreadsheet, or by linking your lead sources directly. </span>You’ll be notified about your leads getting qualified and you can maintain them in your CRM. <span style="font-size: 14px;"><strong>Book </strong><strong>a demo or a call to learn more </strong><strong><a href="https://calendly.com/radiusagent/isa-interest-kb" rel="noreferrer noopener">here</a></strong><strong>!</strong></span></span></p><p name="7917"><br></p><p name="7917"><br></p><p><span style="font-size: 14px;">Below are the definitions of the various stages your submitted leads will flow through.</span></p><p><br></p><p><span class="fr-video fr-dvb fr-draggable"><iframe width="640" height="360" src="//player.vimeo.com/video/311766829" frameborder="0" allowfullscreen="" sandbox="allow-scripts allow-forms allow-same-origin allow-presentation" class="fr-draggable"></iframe></span><br></p><p><br></p><p dir="ltr"><span style="font-size: 14px;"><strong>Submitted</strong>- Your lead has successfully been submitted.</span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><strong>Contacting</strong>- The Radius Concierge Team is contacting your lead to better understand their requirements. We call and SMS the lead on your behalf within 5 mins of submission (if it's a via an integration) and follow up 9 times via email, calls, sms before putting them on an extended drip campaign.</p><p><br></p><p dir="ltr"><strong>Qualified</strong>- The lead has been qualified by our Concierge Team, meaning the lead is motivated, ready to buy/sell with a specific time frame in mind, has communicated their requirements clearly, and has been pre-approved or is in the process of being pre-approved.</p><p><br></p><p dir="ltr"><strong>Accepted</strong>- Once the lead has been qualified you will be notified. You’ll be able to view the client details and you will have the option to accept or refer out the lead. Once you accept the lead it will move into your ISA leads pipeline and the status will change to accepted.</p><p><br></p><p dir="ltr"><strong>Comparing</strong>- If you choose to refer the lead out to our network of agents the lead will move into your Outbound Referrals Dashboard. Our Concierge Team will connect your client with the top three local realtors that match their real estate needs. The three agents are chosen based on their current and past sales records as well as outstanding online consumer reviews. </p><p><br></p><p dir="ltr"><strong>Active</strong>- A buyer becomes active when they’ve received their pre-approval letter and have started seeing homes with the agent/s we connected them. A seller becomes active when they’ve signed a listing agreement with an agent and their listing is expected to go live soon. </p><p><br></p><p dir="ltr"><strong>In Contract</strong>- A buyer goes in contract when their offer has been accepted by the seller. A seller goes in contract when they accept an offer from a buyer. </p><p><br></p><p dir="ltr"><strong>Closed</strong>- The client has completed inspections and as well as title transfers. The lead is now closed.</p><p><br></p><p dir="ltr"><strong>On Hold/Search Paused</strong>- A referral is set to on-hold or search paused when the client’s purchasing or selling timeline is too far out or they have temporarily placed their real estate search on hold. </p><p><br></p><p dir="ltr"><strong>Archived</strong>- A referral is archived if the client chooses to work with an out of network realtor or if the client no longer needs real estate assistance. </p><p><br></p><p dir="ltr"><strong>Disqualified</strong>- A lead is marked disqualified when they indicate they are not interested in discussing their real estate needs, no longer in the market to buy, have representation, or have already sold their property.</p><p><br></p><p dir="ltr"><br></p><p name="7917"><strong>Interested in joining our ISA program?</strong></p><p name="7917"><strong> </strong></p><p name="7917"><strong>Book a demo or call by </strong><strong>scheduling</strong><strong> a time </strong><a href="https://calendly.com/radiusagent/isa-new/11-19-2018" rel="noreferrer noopener"><strong><u>here</u></strong></a><strong>!</strong></p><p><br></p><p dir="ltr"><br></p><p><br></p> 42000102988 180 42000051321 2019-06-07T19:07:07-07:00 42005917928 11 2 0 0 Lead Management & Terminology - Radius Assist 2019-02-14T14:05:50-07:00 42007841068 1 2019-02-21T18:06:16-07:00 0 0 How do you submit leads? Monthly Plans - You can seamlessly submit an unlimited amount of leads through our direct integration with your online lead sources or directly through the app. A La Carte Plan -  You can submit leads by emailing us a spreadsheet document you'd like us to scrub. Do you qualify cold or past leads? Yes, we will reengage with your older leads allowing you to utilize those leads you haven't had the time to follow-up with on our A La Carte Plan. How quickly do you respond to the lead? If you have hot integrations set up on our Monthly Plans we call and text within 5 minutes of the lead coming into our system ! If qualified, we’ll coordinate the best time for you to reach out. How do you determine if the lead is qualified? We gather the following information: Client Type - Buyer, Seller, Renter, Investor Budget or Estimated Property Value Timeline for transaction Property Requirements - #of beds/baths and preferred additional features Pre-approval Status Availability for an initial phone consultation Additional notes collected to highlight motivation of lead What happens if we don’t want to take on the lead? Automatically refer out the leads you don’t want to receive with the click of a button. The lead will be referred out to our network of top agents and you’ll earn 25% of the gross commission when the deal closes. How much does it all cost? Plans we offer: Monthly Plans - We sync your lead generation sources to route an unlimited amount of leads to us. You can accept an unlimited amount of appointments we set up for you. 1 month plan - $299 per month & unlimited lead acceptance 6 month plan - $249 per month & unlimited lead acceptance A La Carte Plan - We scrub leads from your database, generated within the last 12 months for $500 per spreadsheet (1000 max) + $79 per appointment we set up. <ol><li><p><strong>How do you submit leads?</strong></p><ul style="list-style-type: disc;"><li dir="ltr"><p>Monthly Plans - You can seamlessly submit an unlimited amount of leads through our direct integration with your online lead sources or directly through the app.</p></li><li><p>A La Carte Plan -  You can submit leads by emailing us a spreadsheet document you'd like us to scrub.<br><br></p></li></ul></li><li><p><strong>Do you qualify cold or past leads?</strong></p><ul style="list-style-type: disc;"><li dir="ltr"><p>Yes, we will reengage with your older leads allowing you to utilize those leads you haven't had the time to follow-up with on our A La Carte Plan.<br><br></p></li></ul></li><li><p><strong>How quickly do you respond to the lead?</strong></p><ul style="list-style-type: disc;"><li dir="ltr"><p>If you have hot integrations set up on our Monthly Plans we call and text within 5 minutes of the lead coming into our system ! If qualified, we’ll coordinate the best time for you to reach out.<br><br></p></li></ul></li><li><p><strong>How do you determine if the lead is qualified?</strong></p><ul style="list-style-type: disc;"><li dir="ltr"><p name="7917"><strong>We gather the following information:</strong></p><ul><li>Client Type - Buyer, Seller, Renter, Investor</li><li>Budget or Estimated Property Value</li><li>Timeline for transaction</li><li>Property Requirements - #of beds/baths and preferred additional features</li><li>Pre-approval Status</li><li>Availability for an initial phone consultation</li><li>Additional notes collected to highlight motivation of lead<br><br></li></ul></li></ul></li><li><p><strong>What happens if we don’t want to take on the lead?</strong></p><ul style="list-style-type: disc;"><li dir="ltr"><p>Automatically refer out the leads you don’t want to receive with the click of a button. The lead will be referred out to our network of top agents and you’ll earn 25% of the gross commission when the deal closes.<br><br></p></li></ul></li><li><p><strong>How much does it all cost?</strong></p><ul style="list-style-type: disc;"><li><p name="7917"><strong>Plans we offer:</strong></p><ul><li><u>Monthly Plans</u> - We sync your lead generation sources to route an unlimited amount of leads to us. You can accept an unlimited amount of appointments we set up for you.<ul><li>1 month plan - $299 per month &amp; unlimited lead acceptance</li><li>6 month plan - $249 per month &amp; unlimited lead acceptance</li></ul></li><li><u>A La Carte Plan</u> - We scrub leads from your database, generated within the last 12 months for $500 per spreadsheet (1000 max) + $79 per appointment we set up.</li></ul></li></ul></li></ol><p><br></p> 42000102988 54 42000053578 2019-06-07T19:17:25-07:00 42005917928 12 2 0 0 FAQ's about Radius Assist 2019-02-21T18:06:16-07:00 42007841068 1 2019-04-11T14:29:55-07:00 0 0 If you have integrated a Lead Generation source that uploads leads you may have already made contact with, you have the option of converting the lead to a CRM Client. Clients in the CRM Client tab are not contacted by our Concierge Team. Open the radius mobile app. Click on Clients → Qualified Leads → Submitted to open the following screen: Next, click on the client you wish to convert to a CRM client. Click on the 3 dots in the top right corner and select "Convert this to client". The client should appear under Clients → CRM Clients now. If you'd like to move the client back to be re-engaged by the Radius Concierge team. Select the client under CRM Clients. Then select the 3 dots at the top right and click "Qualify This". Select "Refer Out" if you no longer want to deal with that client because of budget, area of service, or a language barrier. The Radius concierge team will make sure we get the client connected to excellent agents and you receive 25% at closing. <p>If you have integrated a Lead Generation source that uploads leads you may have already made contact with, you have the option of converting the lead to a CRM Client. Clients in the CRM Client tab are <strong>not contacted</strong> by our Concierge Team.</p><p><br></p><p>Open the radius mobile app. Click on <strong>Clients</strong> → <strong>Qualified Leads</strong> → <strong>Submitted</strong> to open the following screen:</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019251734/original/HoQUWAOdycKDu8pTaOf-VE3qSBMUnUgTxQ.png?1555016373" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019251734/original/HoQUWAOdycKDu8pTaOf-VE3qSBMUnUgTxQ.png?1555016373" data-fileid="42019251734" data-uniquekey="1555014988407" style="width: 237px;"></p><p>Next, click on the <strong>client</strong> you wish to convert to a CRM client. Click on the 3 dots in the top right corner and select "<strong>Convert this to client</strong>".</p><p><br></p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019252376/original/o72uPH2Njs16tCwGq7Y5nwvKbnLf5apcfg.jpg?1555017244" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019252376/original/o72uPH2Njs16tCwGq7Y5nwvKbnLf5apcfg.jpg?1555017244" data-fileid="42019252376" data-uniquekey="1555014988407" style="width: 247px;"></p><p><br></p><p>The client should appear under <strong>Clients</strong> → <strong>CRM Clients </strong>now.</p><p><br></p><div style="text-align: center;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019253143/original/ehqdTg240BChPgjXnajsXArPoI2VTtLMWw.png?1555018054" data-fileid="42019253143" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019253143/original/ehqdTg240BChPgjXnajsXArPoI2VTtLMWw.png?1555018054" data-uniquekey="1555014988407" style="width: 256px;"></div><p><br></p><p>If you'd like to <strong>move the client back</strong> to be<strong> re-engaged by the Radius Concierge team</strong>. Select the client under CRM Clients. Then select the 3 dots at the top right and click "<strong>Qualify This</strong>". Select "<strong>Refer Out</strong>" if you no longer want to deal with that client because of budget, area of service, or a language barrier. The Radius concierge team will make sure we get the client connected to excellent agents and you receive 25% at closing.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019253168/original/dVMkHU4n2k0-l--i8K599M1Xh7ntCMgw9g.png?1555018086" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019253168/original/dVMkHU4n2k0-l--i8K599M1Xh7ntCMgw9g.png?1555018086" data-fileid="42019253168" data-uniquekey="1555014988407" style="width: 249px;"></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p> 42000102988 27 42000056954 2019-04-11T14:32:37-07:00 42005917928 13 2 0 0 Converting a Lead to A Client 2019-04-11T14:29:55-07:00 42005917928 1 2019-05-07T14:39:37-07:00 0 0 The Radius Agent concierge team reaches out to your Radius Assist leads by SMS, email, and by phone. Watch this short video to learn how we make a personal connection with your clients. Book a demo or a call to learn more here!  We have created engaging SMS copy based on feedback from successful agents and teams! We currently do not tailor the SMS copy to a single agent. For simplicity, we provided the SMS that the lead type receives on the first day.  A series of 8 text messages follow this initial text until we connect with the client over the phone to understand their real estate needs.  Integrations - (Monthly Plans) Leads coming in from lead generation sources you integrated with us will receive 9 calls paired with our engaging texts. Buyer Lead: Hi Lisa! This is Sam reaching out on behalf of Jane Doe about your property inquiry just now! We'd love to schedule a showing for you or answer any questions you may have. Can we connect today? Seller Lead: Hi Jake! This is Sam reaching out regarding your property valuation request to Jane Doe. We’d love to help you with your potential property sale! Every property is unique so it’ll be helpful to provide you an accurate figure from an expert. When are you free for a quick 5 min call? Spreadsheets - (A La Carte Plan) Leads sent to us in a spreadsheet from your database will be placed on an extensive text campaign in conjunction with the call outreach. Positive responses will be a target for our ISA team along with 2-3 calls. We accept 500 per month in order to target them effectively.  Buyer Lead:  Hi James! This is Sam reaching out on behalf of Jane Doe. I’d love to connect regarding your property search to help you find exactly what you're looking for! Do you have a few minutes to chat today? Seller Lead: Hi Nicole! This is Sam reaching out on behalf of Jane Doe. We’d love to help you with your potential property sale! Every property is unique so it will be helpful to receive an accurate value assessment from a top agent like Jane. We'd love to help! Are you free for a quick 5 min call? <p>The Radius Agent concierge team reaches out to your <strong>Radius Assist</strong> leads by <strong>SMS</strong>, <strong>email</strong>, and <strong>by phone</strong>.<strong> </strong><a href="https://www.linkedin.com/feed/update/urn:li:activity:6532371869826457600" rel="noreferrer noopener"><strong><u>Watch this short video</u></strong></a> to learn how we make a personal connection with your clients. <strong>Book </strong><strong>a demo or a call to learn more </strong><strong><a href="https://calendly.com/radiusagent/isa-interest-kb" rel="noreferrer noopener">here</a></strong><strong>!</strong><strong> </strong></p><p><br></p><p>We have created engaging SMS copy based on feedback from successful agents and teams! We currently do not tailor the SMS copy to a single agent. For simplicity, we provided the SMS that the lead type receives on the first day. </p><p><br></p><p>A series of 8 text messages follow this initial text until we connect with the client over the phone to understand their real estate needs. </p><p><br></p><p dir="ltr"><br></p><table style="width: 100%;"><tbody><tr><td style="width: 100%;"><p dir="ltr"><strong><u><span style="font-size: 16px;">Integrations</span></u></strong><span style="font-size: 16px;"> - <span style="font-size: 13px;">(Monthly Plans) </span></span><span style="font-size: 13px;">Leads coming in from lead generation sources you integrated with us will receive 9 calls paired with our engaging texts.</span></p><br></td></tr><tr><td style="width: 100%;"><p style="margin-left: 20px;"><strong><span style="font-size: 14px;">Buyer Lead:</span></strong></p><ul><li>Hi <em>Lisa</em>! This is Sam reaching out on behalf of <em>Jane Doe</em> about your property inquiry just now! We'd love to schedule a showing for you or answer any questions you may have. Can we connect today?</li></ul><br></td></tr><tr><td style="width: 100%;"><p style="margin-left: 20px;"><strong><span style="font-size: 14px;">Seller Lead:</span></strong></p><ul><li>Hi <em>Jake</em>! This is Sam reaching out regarding your property valuation request to <em>Jane Doe</em>. We’d love to help you with your potential property sale! Every property is unique so it’ll be helpful to provide you an accurate figure from an expert. When are you free for a quick 5 min call?</li></ul><br></td></tr><tr><td style="width: 100%;"><p dir="ltr"><u><strong><span style="font-size: 16px;">Spreadsheets</span></strong></u> - (A La Carte Plan) Leads sent to us in a spreadsheet from your database will be placed on an extensive text campaign in conjunction with the call outreach. Positive responses will be a target for our ISA team along with 2-3 calls. We accept 500 per month in order to target them effectively. </p><br></td></tr><tr><td style="width: 100%;"><p style="margin-left: 20px;"><strong><span style="font-size: 14px;">Buyer Lead: </span></strong></p><ul><li dir="ltr">Hi <em>James</em>! This is Sam reaching out on behalf of <em>Jane Doe</em>. I’d love to connect regarding your property search to help you find exactly what you're looking for! Do you have a few minutes to chat today?</li></ul><br></td></tr><tr><td style="width: 100%;"><p style="margin-left: 20px;"><strong><span style="font-size: 14px;">Seller Lead:</span></strong></p><ul><li>Hi <em>Nicole</em>! This is Sam reaching out on behalf of <em>Jane Doe</em>. We’d love to help you with your potential property sale! Every property is unique so it will be helpful to receive an accurate value assessment from a top agent like <em>Jane</em>. We'd love to help! Are you free for a quick 5 min call?</li></ul><br></td></tr></tbody></table><p dir="ltr"><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p style="margin-left:20px;"><br></p><p dir="ltr"><br></p><p><br></p> 42000102988 27 42000058299 2019-06-07T19:27:16-07:00 42005917928 14 2 0 0 Engagement with your ISA leads 2019-05-07T14:39:37-07:00 42005917928