CryptoLic Merchant Series · Playbook
The Merchant Security Playbook
Wallet choices, key backups, scam-spotting, and a printable security routine. Covers the practical steps for keeping your crypto holdings safe after you go live.
After this playbook, you'll be able to:
- Understand exactly what you're protecting and why it can't be reversed
- Choose the right wallet type for your business and transaction volume
- Back up your wallet correctly and verify the backup before you need it
- Recognize the scams that target merchants and stop them before they start
- Build a security routine that fits into how your business already operates
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What's inside
11 chapters. Ready to use.
Each section solves a specific problem. No filler.
- — Introduction: Security Without ComplexityWhy most crypto losses trace to two mistakes, and why good security is a handful of habits, not a technical education.
- 01 Chapter 1: What You Are Actually ProtectingThe vault and address model, seed phrases as master keys, custodial vs. self-custody, and why transactions are irreversible.
- 02 Chapter 2: Choosing the Right WalletThe three wallet types, watch-only wallets that take payments without risk to the vault, and a framework for matching wallet to business.
- 03 Chapter 3: The Golden Rules of SecurityEight rules that eliminate the overwhelming majority of real-world risk, including seed phrase discipline, 2FA, and keeping business and personal wallets completely separate.
- 04 Chapter 4: Backing Up Your Wallet CorrectlyThe core backup method, multiple copies in separate locations, how to test recovery before you rely on it, and estate continuity.
- 05 Chapter 5: Recognizing Cryptocurrency ScamsThe universal tell for every scam, the ten most common attacks, the ones that target businesses specifically, and the risks that are genuinely rare.
- 06 Chapter 6: Safe Daily Business OperationsReceiving and confirming payments, sweeping to cold storage, employee and device discipline, and notes for online sellers on address reuse and revenue privacy.
- 07 Chapter 7: When a Hardware Wallet Makes SenseWho should get one now, who can wait, and best practices for using one.
- 08 Chapter 8: What If Something Goes Wrong?Step-by-step responses to a lost phone, damaged hardware wallet, compromised computer, lost seed phrase, and unexpected transactions.
- 09 Chapter 9: Building a Security RoutineA realistic daily, weekly, and monthly cadence that fits into how a small business already operates.
- 10 Chapter 10: Printable Security ChecklistThe complete set of security rules and habits on one page, ready to print and pin wherever payments are handled.
This playbook is included in The Merchant Essentials Bundle ($69, saves 29%) and The Complete Merchant Bundle ($99, saves 40%). Bundles are a better value if two or more guides in the series apply to your situation.
Also in the series
Also useful at this stage.
The 0-to-Live Launch Toolkit
A step-by-step go-live checklist for both the payment-processor path and the self-hosted path. Print it, check it off, go live.
For: Business owners who have decided to accept crypto and want a structured, nothing-missed process for going live.
The Counter Crew Playbook
Ready-to-use cashier scripts, a customer FAQ, and register rules so your team can handle crypto transactions from day one.
For: Retail stores, restaurants, cafes, and any business where counter staff take payments and need a clear procedure to follow.
Looking for the full series, or want to compare everything in one place?
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