Company & Culture
What product does Blueberry offer globally?
CFDs (Contracts for Difference)
What’s the minimum to fund a live Standard or Raw account?
$100
What is the focus of the Acquisition team?
Converting new leads into funded, trading clients
Why is Blueberry’s language carefully monitored?
We are a regulated broker under ASIC and VFSC
What’s a KPI every AM must hit daily?
50 connected calls per day.
What two regulatory licenses do we operate under?
ASIC (Australia) and VFSC (Vanuatu)
Name one account type and its key difference.
Raw = tighter spreads + commission; Standard = no commission + wider spreads
What’s the main goal of a Retention AM?
Reactivating dormant traders and increasing lifetime value
What must you always log in HubSpot?
All contact attempts, promo discussions, KYC updates, callbacks
What is QA used to measure?
Call quality, process compliance, note-taking
What key quality sets our client service apart?
Speed, transparency, and/or human-first communication
Which client type needs fast execution and low spread?
Scalper or intraday trader
When is a client considered inactive in retention?
After 30+ days of no trades
What should you do if a client asks about trade errors or security issues?
Escalate to support or compliance; do not confirm/deny issues directly
What’s one thing included in your HubSpot dashboard?
Lifecycle status, contact logs, leads worked, reactivation stats
What tone is expected in all client messages and calls?
Professional, clear, calm, value-led
Which platform is browser-based and good for casual users?
WebTrader
What do you check before contacting any lead?
KYC status, compliance tags (IB, DNC, restricted), lifecycle stage
Can you offer a bonus to anyone who asks?
No. Offers must be compliant, logged, and region-appropriate
What should a coaching log include?
QA feedback, call review notes, theme focus, AM weekly commitments
What are three non-negotiable professional standards expected on shift?
Be on time, be available, log schedule/leave properly
Who qualifies for Premium tier?
$25,000+ deposit and monthly volume (100 lots commodities or 50 lots FX/indices)
What’s the first step in your daily workflow?
Check Slack, Missive, HubSpot for handoffs and system alerts
What are 3 key codes you should use in CRM notes?
OB (outbound), KYC (docs), PROMO (offer applied), FYI (context)
What’s the best daily habit to maintain control of performance?
Check your dashboard at the start and end of each shift; log everything properly