Your Prop Firm Launch Checklist: What to Do Before Day One

Everything a trading creator should have decided, written and switched on before the first trader buys an evaluation from their new prop firm.

By Lennard W.5 min readStarting a prop firm

A prop firm launch checklist is the list of things you need decided and ready before your first trader can buy an evaluation. The build itself is the easy part when a partner handles it. The work that decides how your launch goes sits with you: your name, your rules, your prices, your pages and how you tell your audience.

Use this as a working list. Tick each item off before day one, and come back to it if your launch date moves.

The checklist at a glance

Item

Owner

Done when

Brand name and domain

You

Name checked, domain registered

Rules and account sizes

You, signed off by risk

Rules approved

Trader pricing

You

Prices set for every account size

Landing page

You, on the website builder

Page published and proofread

Legal pages

You and your lawyer

Terms and policies live

Support routes

You and the support team

Traders know where to ask

Launch content plan

You

Posts and streams scheduled

Media kit

You

Assets ready to post

Tracking

You

Affiliate codes and links tested

If you want the order of the build itself, from kick-off call to going live, that is set out on how it works. This list covers what you prepare alongside it.

Brand, name and domain

Pick a name your audience will say out loud

Your firm's name will be spoken on streams, typed into search bars and pasted into chats. Keep it short, easy to spell and clearly yours. If your audience already calls you something, start there.

Search the name before you commit. Check that no other trading business uses it and that the social handles you want are free.

Register the domain early

Buy the domain as soon as the name is settled, for example yourfirm.com. Waiting a week is how people lose the domain they wanted.

Decide whose name is on the door

This is where you choose between your own brand and a co-brand. On Lvlup Crown, only your brand appears. On Lvlup X, the firm shows as "Lvlup × Your Brand". Settle this before you design anything, because it changes your logo, your landing page and how you announce the firm. The plans page compares both.

Rules, account sizes and pricing

Write rules your audience will understand

You design the rules: account sizes, drawdown limits and profit targets. Our risk team reviews them and signs them off. Write them in plain language. If a trader in your chat cannot explain a rule back to you, rewrite it.

Think about how your audience actually trades. A community that scalps through the session needs different rules from one that holds swing positions.

Choose account sizes

Offer a small spread of account sizes so newer traders have an entry point and experienced traders have something to aim for. Too many options slows people down at checkout.

Set your trader pricing

You set what traders pay for each evaluation. Price for your audience: what they can afford, what they will see as fair and what reflects the rules you have written. Tighter rules and larger accounts usually justify different prices, so price each size on its own.

Decide on bundles and add-ons now too, such as daily payouts. Add-ons give traders a choice without crowding the main offer. Everything that comes with the firm is listed on what's included.

Plan your launch offer

Decide in advance whether you will open with a launch discount, a bundle or a competition, and when it ends. Making it up on launch day leads to mixed messages across your posts.

Build the landing page

You get a landing page you edit with the website builder. Before launch, check that it answers the questions your audience asks most: what the rules are, what each account costs, how payouts work and how to get help.

Read every line on a phone. Most of your traders will arrive from a link in a bio, a video description or a chat, and they will be on mobile.

Put your legal pages in place

Every firm needs terms, a privacy policy, a refund policy and clear risk wording. What these must say depends on where you and your traders are. We do not give legal advice, so check with a lawyer in your country before you launch, and make sure the pages are live before you take a single sale.

Set up support and test the trader experience

Our support team answers your traders' questions. Your part is making sure traders know where to go.

  • Add the support route to your landing page and your launch posts
  • Pin it in your community chat or server
  • Tell your moderators where to send rule and payout questions
  • Agree how you will handle questions that land in your own messages

Then test the trader experience yourself. Buy an evaluation through your own checkout, open the dashboard and read your rules as a trader would. Fix anything that confused you.

Launch content plan and media kit

Plan the first few weeks of content

Your audience is the reason the firm exists, so the launch content matters more than any other item here. Plan the announcement, a walkthrough of the rules, a live session trading the evaluation and a follow-up once the first traders are through.

Tell the story plainly. Why you started a firm, who it is for and what makes the rules fair. Your audience trusts you because you are straight with them, so keep it that way.

Get the media kit ready

Both plans, Crown and Lvlup X, include a media kit for your streams and posts. Use it to have banners, thumbnails, overlays and short clips ready before launch day, so posting is quick.

Line up the scale-up channels

Organic posts will carry the launch. When you want to grow beyond your own channels, email marketing and a paid ads partner are available. Decide in advance which you will use and when, so they are ready when you need them.

Tracking and the admin portal

You cannot improve what you do not measure. The admin portal shows revenue, sales, views, clicks and payouts, and lets you add team roles for anyone helping you.

Set up affiliate codes

Create codes for any partners, moderators or fellow creators who will promote the firm. Give each one its own code so you can see who drives sales.

Use separate links per channel

Use a different link for your YouTube description, your stream panel, your community and your socials. After launch, you will know which channel sells, and where to spend your time.

Test before you announce

Click every link, use every code and check that each shows up in the portal. A broken link on launch day costs you sales you will not get back. To see how sales volume could translate into your share, try the revenue calculator.

When the checklist is done

When every item is ticked, you are ready to open the doors. If you have not started yet, the first step is an application. A real person reads each one, and we work with creators who have a real trading audience.

Apply to launch your prop firm and bring this checklist to your kick-off call.

FAQ

Questions, answered.

Short answers to what creators ask most.

What should be on a prop firm launch checklist?

Your brand name and domain, rules and account sizes, trader pricing, landing page, legal pages, support routes, launch content, media assets and tracking links. Each should be finished and tested before your first sale.

Who sets the prices traders pay?

You do. You set the price for each evaluation and any add-ons, and the risk team reviews your rules alongside them.

Do I need legal pages before launch?

Yes. Terms, a privacy policy and a refund policy should be live before you take a sale. Check with a lawyer in your country about what they need to say.

Who answers my traders' questions?

Our support team answers your traders. You make sure the support route is easy to find on your page and in your community.

Is a media kit included?

Yes, on both plans. Lvlup Crown and Lvlup X each include a media kit for your streams and posts.

Ready to launch your firm?

Apply to launch