Service
SOP & Team Training
Building your internal operational playbooks and upskilling your team — so your prop firm can scale with a consistent, reliable, and error-free process.
Build institutional knowledge that stays in your firm
Operational consistency is the difference between a prop firm that scales and one that suffers from compounding errors. ROTEX documents your custom operational procedures (SOPs) and trains your team directly — transforming ad-hoc workflows into institutional playbooks.
Training Coverage
Core Training & SOP Areas
SOP Development
Authoring comprehensive, customized Standard Operating Procedures (SOPs) for all front-office and back-office activities. Includes clear step-by-step screenshots, checklists, and platform walkthroughs.
Customer Support Training
Training your customer support agents on prop firm challenge rules, platform features, payout eligibility, dispute resolution policies, and brand communication tone.
Risk Operations Training
Training your team on platform risk settings, real-time exposure monitoring dashboards, daily drawdown tracking, and security escalation procedures.
Back Office Operations Training
Providing hands-on instruction for KYC verification queues, trader onboarding, funded account lifecycle updates, and payout reconciliation.
Platform Administration Training
Training your technical team or platform admins on group configurations, symbol setups, server maintenance schedules, and basic troubleshooting.
Compliance & Security Training
Instructing teams on KYC policies, AML screening, data privacy practices, server access controls, and operational security guidelines.
Our Framework
How We Train & Document
Workflow Assessment
We audit your current processes, tools, and team structure to identify operational bottlenecks and training needs.
SOP Customization
We write and compile custom SOP playbooks matching your specific prop firm rules, platforms, and third-party tools.
Team Training Sessions
We host live training sessions, platform run-throughs, and mock scenario assessments for your customer support, back-office, and risk teams.
Playbook Handover
We deliver the finalized operational manual library and verify that your team has full readiness to operate independently.
Empower your team to scale.
Speak with our consultants about custom SOP creation and team upskilling tailored for your prop firm operations.
Book a Free Consultation