01
TRACK
Client CRM
See the full journey from first message to active client.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
NEW#284#291
→VERIFY#284
→ACTIVE#251 ✓
IB scaling systems
Already an IB? Build the system behind the volume.
Give clients a cleaner service while DineroFlow supports onboarding, tracking, follow-ups and reporting.
Your pathway
Every stage.
In the right order.
Scroll through the journey. Each stage gives you the knowledge, practical system and next action needed before progressing.
02
CONNECT
Service access
Route eligible clients into copy trading or the signal community.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
1REGISTERED✓
2VERIFIED✓
3FUNDED✓
4ACTIVE✓
03
MONITOR
Activity monitor
Spot funded accounts that need education or follow-up.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
NEW#284#291
→VERIFY#284
→ACTIVE#251 ✓
04
EXPAND
Sub-IB service hub
Support your own partners and their client networks.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
YOU
IB 01IB 02IB 03
05
FORECAST
Rebate calculator
Forecast using editable rates, volume and payout assumptions.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
LOT SIZE0.10
×PIP VALUE£1.00
=20 PIPS£20
06
PUBLISH
Content engine
Turn consistent education into a trusted acquisition system.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
EDUCATIONQUALIFIED LEAD
07
AUTOMATE
Telegram workflows
Automate onboarding, access, reminders and community updates.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
CLIENT FUNDED
↓TelegramAccess message sent
↓FOLLOW-UP SCHEDULED ✓
08
REPORT
Weekly reporting
Convert activity into a focused operating rhythm.
- Plain-English lesson
- Practical walkthrough
- Stage checklist
MTWTF
- Check news✓
- Mark levels✓
- Set risk✓
- Review trades✓
Ready for the next stage?