01 — Challenge
The Brief
The trader had an exceptional track record managing capital for large, high-ticket investors — but had never marketed to retail audiences. Copy trading offered a compelling opportunity: profit from the same trades he was executing anyway, by letting smaller investors mirror his positions. The challenge was credibility at scale. Retail investors needed educating, reassuring, and converting entirely through digital channels. There were no industry contacts, no warm list, and no existing presence outside of a tight private network. Building trust in a space saturated with scams required a completely different playbook to anything the client had done before.
02 — Approach
How We Did It
We built the brand around one narrative: a professional trader opening access to his real trading activity — not a product, not a fund, but a live mirror of positions he was already taking. The full revenue architecture was designed upfront: a €1,200 one-time setup fee, a 2/20 management and performance fee structure, broker spread commissions from the volume of new accounts brought to the platform, and platform affiliate commissions of up to 50% of deposits from referred traders. Every channel was built to serve this model simultaneously. Meta and YouTube ads ran to cold audiences, with organic Instagram and LinkedIn running in parallel — all fully managed and automated by us. A webinar series educated prospects on how copy trading works, what the fee structure meant in practice, and how the trader's track record translated into expected returns. We also prepared and produced a full educational course the trader recorded, which served as both a lead magnet and a standalone product. Funnels, email sequences, onboarding flows, and all content were built and operated entirely by our team.
03 — Process
The Workflow
Revenue Architecture
Designed the full five-stream model before a single ad ran: setup fee, 2/20 management and performance fees, broker spread commissions, and platform affiliate payouts of up to 50% of deposits. Each stream reinforced the others — volume from retail investors drove broker and affiliate income while management fees scaled with AUM.
Brand & Digital Infrastructure
Built the brand around the trader's real track record and the transparency of copy trading — investors see every position in real time. Website, performance dashboard integration, onboarding flow, and fee structure communication designed to convert a sceptical retail audience.
Content & Social
Full social operation across Instagram, YouTube, and LinkedIn — built, managed, and automated by us. Content led with trading transparency, performance data, and education. Organic presence built credibility that paid channels alone couldn't manufacture.
Webinars & Education
Webinar series ran regularly to educate cold prospects on copy trading mechanics, the trader's strategy, and what the fee structure meant for their returns. Also prepared the full curriculum and production brief for an educational course the trader then recorded — used as lead magnet and standalone product.
Paid Acquisition & Funnels
Meta and YouTube campaigns drove cold traffic into the webinar and direct funnel. Email sequences, retargeting flows, and affiliate incentive structures built to convert across the full investor decision timeline — from first touchpoint to capital committed.
04 — Results
The Outcome
€1M in committed copy trading capital within six months — from zero retail presence and zero industry contacts. Five revenue streams ran simultaneously from day one: setup fees, management fees, performance fees, broker spread payouts, and platform affiliate commissions of up to 50% of deposits. The copy trading operation added a high-volume, low-friction revenue layer to a trading business that previously only earned from a handful of large investors. The model scaled without any change to the trader's actual workflow.
05 — Deliverables
What We Built
Timeline: 6 Months
Team: Brand Strategy, Performance Marketing, Content, Copywriting, Funnel Build
- 01Brand Identity & Positioning
- 02Investor-Facing Website & Dashboard
- 03Meta & YouTube Ad Campaigns
- 04Organic Instagram & LinkedIn Management
- 05Social Media Automation
- 06Webinar Series Build & Management
- 07Educational Course Preparation & Production
- 08Email Nurture & Onboarding Sequences
- 09Affiliate Programme Design & Launch
- 10Full Funnel Architecture