Resource library

Dormant Trader Reactivation Campaign Template

Fill-in campaign template for brokerages: objective, dormant segments, suppression rules, opening line, call windows, retries, handoff and metrics.

Omnichannel Trader Reactivation Sequence Template

Day-by-day voice, email and SMS sequence template for dormant traders: channel roles, message intent per touch, stop and branch rules, consent notes.

Dormant Trader Segmentation Plan Template

Fill-in template to split a dormant trader book by dormancy age, deposit history, activity signals and region, score each segment and pick its message.

Forex Reactivation Call Cadence Template

Call cadence template for dormant trader reactivation: calling windows by region, a four-attempt schedule, retry rules per outcome and stop conditions.

Dormant Trader Reactivation Offer Planner

Worksheet for brokerages: pick the segment, name what those traders need, weigh offer options, check constraints, and set a test before launch.

Trader Reactivation Pilot Scoping Worksheet

Worksheet for brokerages: scope a low-risk AI calling pilot with list size, segments, markets, success criteria, a $0.35/min budget and a go/no-go rule.

AI Voice Call A/B Test Plan Template

A/B test plan template for AI voice calling at forex and CFD brokers: hypothesis, one variable, control vs variant, sample size, metric, decision rule.

Build vs Buy AI Voice Agent Requirements Checklist

Requirements checklist for brokers deciding whether to build or buy an AI voice agent: telephony, latency, languages, compliance, integrations, cost.

AI Calling Compliance Planning Checklist for Brokers

Plan a compliant AI calling campaign for a brokerage: consent, US TCPA setup, MiFID II recording, data retention, cross-border rules and who signs off.

GDPR Review Checklist for AI Voice Calls

GDPR review checklist for brokerage AI voice campaigns: lawful basis, call-time transparency, DPIA, processor contracts, retention and data subject rights.

FCA Financial Promotions Campaign Checklist

Pre-launch checklist for outbound broker calls under FCA financial promotion rules: scope, approval, unsolicited calls, risk warnings, records.

AI Call Disclosure Checklist

Checklist for broker AI calls: when the agent says it's AI, how the recording notice is worded, how opt-outs work and what each country needs reviewed.

Do-Not-Call and Suppression Audit Checklist

Audit how a brokerage screens do-not-call lists and suppresses traders from AI calling campaigns: sources, refresh cadence, opt-outs, exclusions, evidence.

Forex Client Reactivation Campaign Blueprint

Step-by-step blueprint for a forex client reactivation campaign: list, segments, messaging, AI call flow, compliance gates and measurement.

15 Questions to Ask an AI Voice Vendor

15 questions for brokers evaluating AI voice vendors, what a good answer sounds like, and a 0-2 score sheet to compare shortlisted vendors side by side.

Reactivation List Data Checklist

Audit and clean a dormant trader list before calling: required fields, E.164 numbers, consent flags, suppression, dedupe and priority signals.

Trader Retention and Churn Response Plan Template

A fill-in churn response plan for brokerages: signals, lifecycle stages, owner, channel, timing, message intent and the metric that proves it worked.

AI Automation Use Case Selection Worksheet

Worksheet for brokerages: score AI calling use cases on volume, value, complexity, compliance risk and time to pilot, then rank them and pick the first.

Brokerage AI Voice Agent Implementation Checklist

Kickoff-to-live checklist for an AI voice agent at a forex or CFD brokerage: data, compliance, CRM and MT4/MT5 links, voice setup, pilot, monitoring.

MT4/MT5 Dormant Client Reactivation Workflow Map

A fill-in workflow map from MT4/MT5 dormant-account export to segmented call list, AI call, CRM outcome sync and re-deposit tracking for brokerages.

Brokerage CRM Integration Planning Checklist

Plan the CRM connection for AI calling at a brokerage: owners, field mapping, dispositions, triggers, sync direction, webhooks, testing and data access.

Trader Reactivation API Requirements Checklist

What a trader reactivation API must support before it touches MT4/MT5 or your CRM: auth, list import, campaign control, events, outcomes, webhooks.

Outbound Calling Capacity Planning Worksheet

Worksheet for brokerages: size the dormant list, set the calling window, pick concurrency, and work out days to finish and the minutes budget.

AI Calling Campaign Monitoring Checklist

Real-time checklist for watching a live AI calling campaign at a brokerage: connect rate, drops, transfers, sentiment flags, cost pacing and when to stop.

AI Call Quality Scorecard

10-metric scorecard for AI calls at forex and CFD brokerages: definitions, a 1 to 5 scale, weights, auto-fail rules and a weekly review sheet.

Cost per Reactivated Trader KPI Worksheet

Worksheet for brokerages: define the KPI, collect call and follow-up costs, count reactivated traders, run the formula and set a stop line.

Reactivation Campaign Metrics Template

12-metric measurement template for forex reactivation campaigns: definition, formula, data source, review cadence, owner and target for each one.

Dormant Account Revenue Recovery Business Case Template

Fill-in business case for brokerages: dormant book sizing, assumptions, cost model at $0.35/min, three recovery scenarios, risks and the decision ask.

Reactivation Campaign Break-Even Framework

Step-by-step break-even model for broker reactivation calling: cost inputs, response assumptions, break-even reactivations and a sensitivity grid.

Deposit Follow-Up Workflow Template

A fill-in workflow for first-time, abandoned and failed deposit follow-up calls: triggers, wait times, call goals, CRM outcome codes and escalation.

KYC Reminder Call Flow Template

KYC reminder call flow template for forex and CFD brokers: trigger, identity check, script points, objection branches, handoff and CRM disposition.

Incomplete Registration Follow-Up Checklist

A printable checklist for recovering incomplete forex registrations: funnel stages, call timing, goals per stage, consent checks and what to measure.

Demo-to-Funded Account Conversion Playbook

A playbook for turning forex demo accounts into funded accounts: which demo signals to call, when, what each call is for, offers, handoff and metrics.

AI Voice Call Quality Assurance Checklist

Printable QA checklist for AI calls to traders: opening, comprehension, interruptions, objections, handoff, disclosures and disposition accuracy.

Trader Objection Handling Flow Template

Objection handling flow for forex and CFD broker calls: ten trader objections with acknowledge, answer and next-step branches, plus end and handoff rules.

AI-to-Human Handoff Workflow Template

A fill-in handoff workflow for AI voice calls to traders: trigger conditions, warm transfer vs callback, context passed, desk hours and fallbacks.