Your agents can't call every lead every day. Email Journeys keep leads warm between calls and bring back the ones who went quiet, without extra headcount.
Here are the five journeys we see working best for brokers, IB networks and prop firms.
1. Welcome journey (day 0–3)
Trigger: lead created. Goal: a first conversation.
| Day | Message |
|---|---|
| 0 | Welcome + who you are + regulation + WhatsApp contact |
| 1 | How to open an account in 3 steps |
| 3 | Client story or platform video + "book a call" |
Tip: stop the journey as soon as an agent makes contact.
2. Education journey (day 1–14)
Trigger: tag education (e.g. from a "free trading course" form).
Goal: build confidence, then convert to a demo account and FTD.
A 5–7 lesson email course: market basics, risk management, platform walkthrough, first-trade checklist, plus a live webinar invite.
3. KYC nudge
Trigger: KYC started but not completed after 24 hours. Goal: finish verification.
- 24h: "You're one step away" + the missing document list
- 72h: "Need help?" + WhatsApp link
- 7 days: alert the agent to call
4. FTD tiers
Trigger: first deposit recorded. Goal: a strong first 30 days and a second deposit.
Branch by deposit size:
- Under $500: education, platform tips, small-account strategies
- $500–$5,000: an account manager introduction, research and signals
- $5,000+: a VIP manager call within 24 hours and premium research
5. Win-back
Trigger: no activity for 30 days. Goal: reactivate.
A webinar invite, a market-opportunity email and a personal note from the agent. Then remove non-responders from regular sends to protect your sender reputation.
Best practices
- Set a goal for every journey (contacted, KYC approved, FTD) so leads exit when they convert.
- A/B test subject lines on your highest-volume journey first.
- Respect quiet hours in the lead's time zone.
- Write in the lead's language.
- Track revenue per journey, not just opens.
Journeys in Alphorix
Alphorix includes a visual Journey builder with ready-made templates for onboarding, education, KYC, FTD tiers and win-back. It supports A/B tests, WhatsApp steps and goal-based exits.
Put this playbook to work in a day.
Routing, WhatsApp, Journeys and FTD attribution in one CRM. 7-day free trial.
