Insights FAQ
1. What is the new Insights page?
Insights is now your go-to monitoring tool for follow-up success.
Insights gives you a clear, simple view of how your follow-up behavior with Ramsey Referrals turns into:
- 5x more Conversations
- 2x More Closings
Insights answers two questions every pro asks:
- Am I following up the right way?
- Is my follow-up working?
2. Why did RamseyTrusted® update Insights?
We updated Insights to bring clarity to what actually drives results.
Pros who call and message every referral on-platform within 24 hours consistently see:
- 5× more conversations
- 2× more closings
The new Insights page makes that connection visible in your own numbers, so you can:
- Stop guessing
- Stay consistent
- Build winning habits
3. What’s the follow-up standard Insights is built around?
The standard is simple and universal:
Call and message every referral on-platform within 24 hours.
Insights exists to help you:
- See if you’re hitting the standard
- Understand where things slip
- Monitor progress over time
4. What sections are in the new Insights page?
Funnel: Referral Progression
Shows how referrals move through each stage:
- Total referrals
- Contacted
- Responded
- Signed
This helps you see where follow-up is converting and where it’s not yet.
Performance: My Key Metrics
Will be your follow-up scorecard, based on the 24-hour follow-up standard.
They will help you follow up better, faster, and more consistently.
Recent Referrals: Competition Results
Shows recent activity and outcomes so you can connect:
- Follow-up behavior
- Referral responses
- Movement through the funnel
Leaderboards: Where You Rank
This is a performance-monitoring tool that shows how you stack up in your market, based on the 24-hour follow-up standard.
Benchmarks to aim for:
- Call rate: 90%+
- Contact rate (call + message): 95%+
- Conversation rate: 35%+
All Time: Lifetime Stats
Gives you a long-term view of:
- Total commission
- ROI
- Total referrals
- Buyer and seller mix
- Closed activity over time
5. What metrics does Insights focus on now?
Insights intentionally focuses on behavior → outcome, not vanity stats.
You’ll see:
- 24-hour call rate
- 24-hour contact rate (call + message)
- Conversation rate
- Referral progression through the funnel
- Lifetime referral totals
Everything ties back to follow-up speed and consistency.
6. Why is on-platform calling and messaging an expectation?
When you communicate on-platform:
- Follow-up faster
- Everything stays in one place
- More conversations happen
- More closures happen
- Information flows to our quality referral feedback loop
Off-platform communication limits our ability to get quality referrals and breaks the feedback loop that helps us serve pros and referrals well.
7. Can Ramsey or my coach see my Insights?
Coaches can see your Insights so they can support you, help you improve, and guide you to be successful.
8. What if my numbers aren’t where I want them yet?
That’s okay, especially early on.
Use Insights to focus on:
- Calling and messaging every referral
- Staying on-platform
- Acting within 24 hours
Small improvements lead to more conversations, and always use your coach as a resource to talk through potential opportunities.
9. How often does Insights update?
Most metrics update the same day the activity happens.
Insights is designed for:
- Daily awareness
- Weekly check-ins
- Long-term trend monitoring
10. How should I use Insights week to week?
We recommend a simple rhythm:
- Follow up: Call + message every referral within 24 hours
- Check Insights weekly
- Adjust early if something slips
- Repeat
This is how Insights becomes your performance home.
11. What resources can help me use Insights better?
Follow-Up Standard Walk-Through: How to call and message every referral on-platform
12. What’s coming next for Insights?
We’re continuing to build based on pro feedback.
Need help or want to share feedback? Connect with your coach or email us anytime at profeedback@ramseysolutions.com.
Final takeaway
Insights is now your go-to monitoring tool.
The standard is clear. The results are proven.
✅ Call and message every referral on-platform within 24 hours.
✅ Use Insights to check in, stay consistent, and keep winning.