Five Ways to Control Your Prospect Flow

The actual controls to control your prospect flow are in your account.  Please log in to your account to use the controls described below.

Radius settings are not exact as we cannot control the way advertising platforms (Facebook, Google, Bing) identify the location of prospects. You may receive some prospects outside of the selected radius.

1.  Eliminate prospect types (can only be done on the first and third Thursday of each month).

2. If your radius is over 10 miles, reduce to 10 miles (can only be done on the first and third Thursday of each month). 

3. If your radius is already at 10 miles or less AND you have received MORE THAN 5 prospects in 5 (or fewer) consecutive days, including today, you can reduce your radius in half using the link below the next paragraph (e.g. from 10 miles to 5 miles). See the below example of manual adjustment to your radius

If you continue to receive more than 5 prospects in the next consecutive 5 (or fewer) days after your radius reduction, you can then reduce your radius again (e.g. from 5 miles to 3 miles) using the link below. And if you continue to receive more than 5 prospects in the following 5 consecutive days after the last radius reduction, you can again reduce the radius to 2 miles.

Use this link to reduce your radius if you meet the conditions (log into your account to access the link as shown in this screenshot
https://www.screencast.com/t/DW89jmPzC3uc ):
Your radius is already at 10 miles or less
You have received more than 5 prospects with 5 (or fewer) consecutive days

4. Use the pause feature. If your account has been active for 30 days or more, the pause feature can be activated in your back office to temporarily pause prospects (for up to 30 days). You must log in to activate this feature.

5. THERE IS NO WAY TO JUST TURN THE PROSPECTS OFF AND ON AS WE PLACE YOUR ADS IN 2-WEEK INTERVALS AND PAY FOR THEM IN ADVANCE. Once placed, there is nothing that can be done until the end of the two-week interval. 

Example of manual adjustment to your radius:
Here is an example prospect flow below. Note that the date on each prospect is the date placed in your account, not when you happen to login and notice the new prospect.  For example, you login on Monday and see 9 new prospects in your account and you think we added 9 prospects to your account in one day.  That is not accurate.  You may have received 3 prospects on Saturday, 3 on Sunday and 3 on Monday so you see a total of 9 when you login on Monday. Here is an example of how to accurately count prospects received:

Date Assigned		Name		Booklet
10/6/2014 20:34		Tina Weaver		Annuity Prospects
10/5/2014 21:01		Robert Kabilian		IRA and 401k Rollovers
10/5/2014 11:09		Kakarala Rao		Retirees
10/4/2014 6:27		Sue Capasso		Pre-retirees
10/2/2014 19:36		Sonia Nieves		IRA and 401k Rollovers
10/2/2014 15:41		Marlene Naratil		IRA and 401k Rollovers
9/30/2014 6:07		Rebecca Tisme		Pre-retirees

Let’s count back from October 7:

October 7, today: 0 new prospects
October 6: 1
October 5: 2
October 4: 1
October 3: 0

In the above example, you have received 4 prospects in the last 5 consecutive days. When you receive more than 5 prospects in a 5 day period (consecutive days), you can use the link in your account under “How to Control Prospect Flow” to reduce your radius
screenshot:  https://app.screencast.com/1a8zkVpMof6lj