DATE
16/09/2024
The Upside Funding
A fast-growing global prop firm focused on empowering retail traders).
Propfirm
Fintech
Services
Trading
Category
Fintech
Client
The Upside Funding
About the Project
We partnered with The Upside Funding to help them scale community engagement, build a streamlined user onboarding process, and drive funded trader sign-ups through full-stack marketing. They came to us with big goals—and no centralized marketing infrastructure. We stepped in to create clarity, consistency, and conversion-focused touchpoints.
The Challenge
The firm needed to:
Increase top-of-funnel traffic
Boost Discord activity and retention
Set up back-office systems for support
Launch a modern, conversion-optimized website
Run effective paid ads without overspending
They lacked internal marketing expertise and needed a partner who could own the strategy and execution end-to-end.
Our Approach
We developed a tailored strategy combining:
Web Design & Development: A new responsive website designed to convert leads into funded traders.
Platform & Onboarding Optimization: Discord setup, bot automation, and channel flows tailored to trader behavior.
Digital Advertising: A/B tested campaigns across Google and Meta platforms to attract qualified leads.
Social Media Management: Consistent posting schedule, visual identity revamp, and trader-led content features.
Customer Support Back Office: CRM and live chat setup with knowledge base integration.
Email Automation & CRM Workflows: Built to capture, segment, and nurture leads toward conversion.
The Results
🚀 60% increase in sign-up conversion rate
🧠 258% increase in Discord engagement
💬 24 hours average support resolution time
📈 46% decrease in ad cost per funded trader
💰 60% increase in funded trader applications
Deliverables
Custom Marketing Website
Discord Onboarding System
Ad Campaign Setup & Management
CRM & Support Workflow
Social Strategy & Content Plan
Ongoing Analytics and Reporting
Solution - Communication and Deployment
Effective communication and smooth deployment are at the heart of our process. We keep you informed every step of the way, ensuring your vision is brought to life exactly as you imagined. Our team collaborates closely with you to address any questions or concerns.
Communication
Clear communication and efficient deployment are essential to the success of any project. We maintain open lines of communication throughout the entire process, ensuring your goals and expectations are met. Our team actively listens and collaborates with you to refine details and offer guidance. When it’s time to deploy, we ensure a smooth transition, handling all technical aspects to guarantee a flawless launch.
