Decision Protocol
A useful checklist for traders, in exchange for an email
Markets for Life wanted contacts from people who already trade. We designed a decision checklist as a downloadable PDF, plus a long page with a single goal: getting the form filled in.
In numbers
- questions in the protocol: five before entry, four after exit
- 9
- Source: The downloadable protocol (PDF)
- A4 pages in the PDF
- 11
- Source: The downloadable protocol (PDF)
- survey responses the content was based on
- 19
- Source: The client's brief
Challenge
Markets for Life wanted to collect contacts from people who already trade. In a short survey with 19 responses, 16 people had traded before. Their most common worry was their own decision-making, not market analysis.
The client asked for a long page with no navigation and no outbound links. The form is the only action. The rules were strict too: no made-up numbers, no testimonials, no promises of returns and no fake urgency.
Solution
We designed a free download that gives a procedure, not a market opinion. It has nine questions: five before entering a trade and four after closing it. A guide explains what mistake each question is meant to catch, and a monthly review sheet helps readers spot the mistakes they keep repeating.
The PDF has 11 A4 pages and can be filled in on screen or printed.
The page is a single long one with three forms. It shows all nine questions and a full sample from the guide before asking for anything. The form sends the first name, email and the ad the visitor came from to the client's CRM, then offers the PDF for download on the same page.
How it works
- 1
Recognition
The visitor reads situations they know, such as moving a stop-loss or jumping in because the price is moving.
- 2
Sample
The page shows the whole protocol and one question explained in depth. The value is visible before any form.
- 3
Form
They enter a first name and an email. No phone number, no card.
- 4
Download
A thank-you state with the PDF appears on the same page. The video that goes with the protocol arrives by email.
What it does
- One-page A4 protocol, fillable as a PDF or printed
- A guide to the nine questions with vague and concrete sample answers
- A monthly review sheet for the last thirty entries
- A page with no menu, three forms and a button that stays in view on mobile
- Hand-off to the CRM with the visit's source and the consent text, plus protection against bots
- Legal notices in a pop-up, so visitors never leave the page
- A walk-through of the page on a phone, through the eyes of two typical visitors
From the project
Outcome
The download and the page are finished. The page is not on a public address yet, and the CRM connection is waiting to be set up on the client's side. Until then the form sends nothing and only says thank you.
So we don't yet know how many people fill it in.
Contact
