Leads & funnels

A co-branded landing page is a custom registration page, hosted by the broker, that displays both the broker's official logo and the introducing broker's or affiliate's own branding side by side. It signals a formal par…

Cold calling is an outbound sales technique in which an IB, affiliate, or broker representative telephones individuals who have not previously expressed interest in trading, and pitches a forex, CFD, or investment produ…

A conversion funnel is the staged journey a prospect takes from first awareness of an affiliate's content to a completed goal, typically a funded live trading account. It is called a funnel because the audience narrows …

Demand generation is the long-horizon marketing discipline of creating awareness of, and appetite for, trading before anyone is asked to open an account. Instead of chasing a click-to-signup, it educates a broad audienc…

Gated content is premium material — an advanced strategy PDF, a custom indicator, a market report, or a video course — that a visitor can only access after handing over something of value, usually an email address, a ph…

Inbound sales is a methodology where you attract prospects to yourself with relevant, helpful content — SEO articles, YouTube reviews, comparison pages — so clients move toward your funnel of their own accord, rather th…

A landing page is a standalone web page built for a single marketing objective — usually capturing a lead or driving a broker signup — where a visitor 'lands' after clicking an ad, email, or link. Unlike a homepage, it …

Lead generation is the process of attracting strangers and turning them into identifiable prospects who have signalled interest in trading, usually by capturing a name, email, or phone number in exchange for something o…

A lead magnet is a free, high-value resource or perk offered to a prospect in exchange for their contact details or a specific action, such as registering a trading account through your link. It is the bait that turns a…

Lead management is the systematic process of capturing, tracking, organising, and communicating with prospects as they move through the funnel, so that no potential referral is ignored, duplicated, or lost. It is the op…

Lead nurturing is the process of building a relationship with prospects at every funnel stage by delivering relevant, educational content until they are ready to open and fund a live trading account. It bridges the long…

Lead scoring is a methodology that assigns each prospect a numeric value on a shared scale, ranking how likely that person is to open and fund a live trading account. Points are awarded for demographic fit and behaviora…

A live account is a fully verified, funded trading profile where a client risks real money in the markets, as opposed to a simulated demo account. Orders route to the broker's real liquidity, wins and losses settle in c…

A Marketing Qualified Lead (MQL) is a prospect who has engaged with a partner's marketing enough to signal genuine interest — downloading a guide, attending a webinar, repeatedly visiting the site — but who is not yet r…

Outbound sales is a proactive strategy where an IB or broker initiates contact with potential clients — through cold calling, direct messaging, or cold email — to introduce trading services. Unlike inbound marketing, wh…

Pipeline management is the practice of organizing and tracking every prospective client as they move through defined stages of your sales process — from first click to funded account and ongoing retention. It turns a ch…

A rebate calculator is an interactive tool on an affiliate or IB website that lets a trader estimate the cashback they would earn from their trading activity. The trader enters expected volume — usually in lots — and th…

Sales follow-up is the persistent, structured process of re-contacting a prospect after the first interaction — or after they abandon registration or stall before depositing — to resolve their hesitations and move them …

A Sales Qualified Lead (SQL) is a prospect who has been vetted and shown clear buying signals, marking them as ready for a direct sales conversation aimed at opening and funding an account. An SQL has moved past general…

A sales script is a pre-written, structured dialogue that an Introducing Broker (IB), affiliate, or sales desk follows during a call or chat to qualify a prospect, present the broker's advantages, handle objections, and…