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INTERACTIVE CHECKLIST

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
7-step setup sequence
Go-live readiness check
Interactive progress tracking

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

CRITICAL

MT5 or Match-Trader recommended

CRM with Challenge Logic

CRITICAL

e.g. Propriotec

KYC Integration

CRITICAL

e.g. Veriff or Sumsub

Payment Gateway

CRITICAL

e.g. Paytiko

Branded Website or Sales Page

CRITICAL

Professional client-facing presence, Woo Commerce

Client Terms & Conditions

CRITICAL

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.

1

Choose Trading Platform

MT5, MTR, etc.

2

Integrate CRM + Challenge Flows

Set up core business logic

3

Add KYC + Payments

Enable client onboarding

4

Build Website or Sales Page

Create your client touchpoint

5

Set Pass/Fail Rules + Funded Logic

Define your evaluation criteria

6

Test the Full Funnel

From checkout to contract

7

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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