The Trade Tribe

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Presenter checklist

The golden path, in seven screens

Follow one person, Priya Nair, from a Meta ad to a mentor call. Every link opens the right screen in the right role. Tick steps off as you go; the ticks stay in this browser. Learn the market. Practise with guidance. Trade with structure — powered by AlphaX.

  1. Point at the four numbers across the top: enrolments, revenue, AlphaX subscribers, leads this week.

    This is your business this month.

    /admin?as=admin

  2. Pipelineas Admin

    Search “Priya”, open her card and scroll her timeline from the Meta ad to tomorrow's call. Direct link: /admin/pipeline?as=admin&lead=TT-11347

    Every touch, one place.

    /admin/pipeline?as=admin

  3. Show Priya in the recipients: she left checkout at night and paid the next morning after the WhatsApp nudge.

    She was recovered the next morning without anyone lifting a finger.

    /admin/journeys/j05?as=admin

  4. Open Priya's first conversation, then type “which stock should I buy” in the composer. Reply “yes please” to see the call get booked.

    This is the line that keeps your ad account alive.

    /admin/chatbot?as=admin&chat=chat-priya

  5. Student dashboardas Student (Priya Nair)

    Launchpad done, AlphaX Lite active, F&O Accelerator suggested with the call tomorrow.

    This is what Priya sees.

    /student?as=student

  6. Mentor viewas Mentor (Arjun Menon)

    Capacity gauge, tonight's session, and Priya at the top of students needing attention with tomorrow's call.

    Arjun knows exactly who to call and why.

    /mentor?as=mentor

  7. Scroll the fixed format, then Download PDF.

    This is what you get on the first of every month.

    /admin/report?as=admin