Prop Firm Launch Checklist
Don't launch blind. Use this interactive checklist to track your progress and ensure you have everything you need before going live. From must-have tools to final readiness checks.
Must-Have vs Nice-to-Have Tools
Don't waste money on tools you don't need yet. Focus on the essentials first, then add nice-to-haves as you scale.
Must-Have Tools
Broker or Trading Platform
MT5 or Match-Trader recommended
CRM with Challenge Logic
e.g. Propriotec
KYC Integration
e.g. Veriff or Sumsub
Payment Gateway
e.g. Paytiko
Branded Website or Sales Page
Professional client-facing presence, Woo Commerce
Client Terms & Conditions
Contract signing capability
Nice-to-Have Tools
Social Media Presence
Twitter, Instagram, YouTube for marketing
Affiliate/Referral Tracking
Growth acceleration
Email Automations
Marketing efficiency
Telegram or Discord Bot
Community management
Automated Marketing Funnels
Email sequences and nurturing
Trader Proof Badge
Trust and credibility layer
7-Step Setup Sequence
Follow this exact sequence to avoid integration headaches and costly rework. Each step builds on the previous one.
Choose Trading Platform
MT5, MTR, etc.
Integrate CRM + Challenge Flows
Set up core business logic
Add KYC + Payments
Enable client onboarding
Build Website or Sales Page
Create your client touchpoint
Set Pass/Fail Rules + Funded Logic
Define your evaluation criteria
Test the Full Funnel
From checkout to contract
Go Live with Real Users
Launch and scale
Go-Live Readiness Check
Before you launch with real users, make sure you can answer "YES" to all of these questions.
Have you tested a full trader journey?
Are payouts defined and tested?
Is KYC live and working?
Do you have a reliable broker connection?
Are challenge rules fair and enforceable?
Do you know how you'll handle support?
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