Philippines Client Flow

From paid and organic acquisition to first deposit. Converted clients go straight into retention; everyone else keeps being nurtured until they deposit. Retention, referral, and re-engagement mechanics are set out below the core flow.

Paid ads acquisition Campaigns targeting the Philippines Meta Ads Google Ads Organic Social content and community reach TikTok Instagram Marketing CRM Every lead is captured, tagged by profile and routed Area in the Philippines Age group Nationality Interests LP source Email collected One or more of these Sales team Sales agent call Picked up from the CRM and called by a sales agent on the phone. Qualifies the lead Can deposit on the call Books a follow up Fastest path to deposit Education LTI Institute webinar A live LTI Institute session that builds trust and knowledge. Live education Product walkthrough Q&A with the team Community Telegram nurture Warms leads up to the product and to LTI. Bonuses Trade ideas Journaling News and fundamentals Guides and information About 60 day nurture Retention team Email funnels Info, features and a bonus to convert. Funnel by client profile Area specific offer Age specific offer Nationality offer Interest based offer Made a deposit? Yes, converts Not yet First deposit Goes straight into the retention flow, not back into nurture Retention team Retention agent calls A retention agent picks up the client and calls after the deposit. Retention team Retention email funnels Ongoing emails that keep the client engaged and depositing. Not converted Keep nurturing until deposit Moved into Telegram or a separate email funnel to warm them up to the product and to LTI. Journaling Trade ideas News Fundamentals Bonuses Guides Runs inside the conversion window: 60 days first, then tightened Re-nurture loop

Conversion window testing

Separate from Meta's own ad learning phase. This starts once an ad is performing well and lead flow is consistent.

  1. 1

    Ad proves itself

    An ad performs well and delivers consistent lead flow.

  2. 2

    60 day first batch

    The first batch of clients gets 60 days to convert while we collect data.

  3. 3

    Find the ICP timeline

    Measure how long the ideal client takes to deposit, for example 30 days.

  4. 4

    Tighten the window

    Drop the conversion window to match, for example from 60 to 30 days.

Testing phase60 days
Optimised windowe.g. 30 days
Converted path
Not converted
Re-nurture loop

Retention, in practice: the Institute is the retention team

Extends the retention agent and retention email boxes above. Retention agents are Institute educators, not a separate team sitting behind them, and their job is helping sales get the first conversion as much as it is keeping equity working afterward.

  1. 1

    One-on-ones

    Personal sessions with the client, not just scripted calls.

  2. 2

    Market analysis and trade ideas

    Delivered personally to individual clients and shared in the group setting.

  3. 3

    Public and private webinars

    Public sessions pull in new leads; private sessions are for retained clients.

  4. 4

    Engagement drives realisation

    Equity that sits untouched is a liability, not revenue. Engagement is what turns client equity into house PnL.

Behaviour-triggered outreach

Specific client behaviours fire a webhook straight to the right response, rather than waiting for an agent to notice.

  1. 1

    Attends a webinar, existing client

    Flagged as a hot lead again and called by a sales agent to attempt a redeposit.

  2. 2

    Withdraws full balance

    Triggers a retention agent to re-engage the client directly and work toward a redeposit.

  3. 3

    Account fully lost

    Triggers a one-on-one webinar with the client, aimed at the same redeposit outcome.

Institute referrals: a second acquisition channel

Extends the LTI Institute webinar box and the retention flow above. An engaged client refers people they already know; the best referrers become IBs in their own right.

  1. 1

    Client engages

    Retained or webinar-attending Institute client, already warmed up to LTI.

  2. 2

    Refers a friend

    Illustrative $10 incentive per qualifying referral, paid to the client.

  3. 3

    New lead enters

    Tagged as Institute-referral and routed back into the CRM like any other lead.

  4. 4

    Volume triggers IB status

    Around 10 to 15 referrals, Business Development nurtures the client into a formal IB.

Paid acquisitioncost to acquire a funded client
Institute referrallower, even after the incentive

Illustrative only, not measured yet.

When the nurture window closes without a deposit

Extends the not-converted loop above. Proposed, not yet committed: rather than nurturing indefinitely, a lead that exhausts the window is offered something to recover part of its acquisition cost.

  1. 1

    Window exhausted

    Lead has cycled through sales calls, Institute webinars and Telegram nurture without a deposit.

  2. 2

    Offered a paid product

    An LTI Institute certification, priced in the order of $5 to $10, aimed at recovering some of the acquisition cost.

  3. 3

    Prop challenge, once ready

    The same slot moves to LTI's prop challenge product once it is available for this market.