The Task
So, I may have got a little carried away...
Why this format?
The assignment asked for a brief, workstream map, a pressure test and some case studies. So instead of just writing a plain old boring document about how I'd run the launch, I thought I'd build a little notion clone, to give a more "real world" understanding of how I manage projects, work with distributed teams, especially across multiple time zones. Focus being on deliverables, sources of truth, timelines, and accountability. Also the specific launch pressure test has its own section, but I've also tied this into the fictional scenario and has aspects in the overall layout, and the decision log.
The left nav should be pretty self-explanatory, so I'll spare explaining each section.
Quick links for 2 parts of the task > Campaign brief and Launch pressure test.
Everything else is mapped through the gantt and team deliverables.
The assumptions
The brief you gave me was (deliberately) thin, so I had to make a few assumptions. I've baked these into this purely on what I imagine the scenario could have looked like... For the sake of "what-ifs", I've also added a few changes that I would make, should that assumption be wrong.
| Assumption | Working basis | If that changes |
|---|---|---|
| Lead time | I've set this at 1mo from next Monday, so the gantt and calendar can show real dates for a better understanding. | If the lead was shorter: I would just compress the gates proportionally within reason (realistic lead times/sign-offs/builds etc). If the lead had been longer: the extra days go to fine-tuning, extra creative, and potentially more PR/KOL work (not more meetings!). |
| Team | The team shape Jay sent me, I also had a look at the I3's website and team roles. I've made little to no assumptions about seniority beyond basic titles. | If there are deeper reporting structures, I'd just fold that in. |
| Product information | Did my DD on the sky.money product UI, published docs, the (I assume) legally reviewed disclaimer language and Pendle's market mechanics. | Verifying the fact sheet with the client and legal is the first task on the runway, before Gate 1. Anything that contradicts a public source gets corrected and parity-checked post. |
| Rate environment | The launch rate is pre-defined, and understood throughout the campaign build. | Nothing breaks. The campaign is certainty-led and never APY-led precisely so this assumption can be wrong without costing design time, should it change - it's a simple swap. |
| Budget | Covers KOL fees and production. No paid media at launch, by choice as much as legal constraint. | Paid is a included, but more so around the results then shilling the fixed yield. E.G. $100m TVL reached etc. |
| Pendle | That Pendle have agreed to co-marketing with a joint announcement, shared AMA, and access to their owned channels. | Everything still runs, just relies heavier on Pendle-native KOLs instead of the official channel. |
| Client side | All information is locked in, there's one named approver from Sky/SFF side, legal has at least a ~72hr turnaround, and there is some sort of SLA structure in place. | If this isn't there, all of it would aim to be negotiated by kickoff. If that's not feasible, or the client can't name an approver, or have a more nuanced internal stakeholder setup, this should be surfaced and ensure we get stuff to the right people. Ensuring no time lost. Should they not be as tight on approval, just omit the client calls from the timeline. |
Things you'll notice
- My goal it to display everything as I would like it to look by the night before launch. Statuses set, gates signed, the decision log populated. For the pressure test aspect of the task, I've used 11th July (purposely a Friday, because shit always happens on a Friday...) to show how I would handle everything up until then. Mirroring closely to how things are setup, just with a little difference in location/hierarchy for the sake of this assessment and not actually using notion.
- You'll see a few placeholders knocking about. I've put these in just because I didn't want to invent names/urls (and was a waste of time to be honest!).
Case Studies
Built off the back of an Australian bullion supplier, providing a bullion-backed digital currency platform, so a heavy institutional alignment in a heavily regulated category, sold to a sceptical (non web3) audience. Running on a low six-figure budget the active user base went from 12K to 65K in nine months, that includes 500+ high net worth investors, through a separate institutional track across MENA and APAC.
This part of my experience/skillset is aimed more at track 1 of this campaign using education-led conversion of people who already have existing trust.
StormX was a crypto rewards platform, rewarding users in our own utility token or stables as a form of cashback from online purchases. I brokered the first crypto jersey patch sponsorship in the NBA w/ The Portland Trail Blazers, returned around $14M in earned media value and 400M+ impressions (across digital, tv, OOH), and grew app downloads from 18M to ~32M during my time as CMO. Revenue paid for the NBA partnership within the first 6mo.
For Sky I used this to inform a little restraint as much as reach. Being loud works when the milestone justifies it. Mostly brand amplification actions, PR etc.
Quick link to the originals > Previously supplied case studies. I added Kinesis in here for the institutional side, but my originals show Superfluid for an ecosystem play.
Blood, sweat and AI
So, you're probably pretty aware I didn't just spin up a notion clone out of nowhere! I wrote the information I wanted to use in google docs, and mapped out some of the timelines/gantt milestones in time formats, then used Claude to put it into place. Outside of going too far (debateable if I haven't already!), I just build this in a basic HTML format, so it's easy to use, showcases process, and ultimately... looks good. I did however use Claude to back up my own research, and provide further information for some aspects of Pendle/Sky, but the strategy, process, judgement calls etc, are all me. I tried to not add anything further, as I realised it was overkill.
Launch pressure test
No matter how much you prepare and try to avoid it, shit happens. Here's how I'd deal with the scenario you proposed.
What's happened...
1. The video CTA isn't landing.
2. The product page draft, due to the client today, doesn't explain the product in a way I'd approve.
3. The social lead wants to change the rollout that was signed off at freeze.
4. The KOL drafts read salesy.
What I'm working from
- We've got 4 days until launch so the social posts don't need to go live yet. There's runway here, so it's not a top priority. But needs to be assessed to understand what the friction point is.
- Sky is expecting the product page today, and if this pages features potentially incorrect or legally risky language it needs to be seen to immediately. Also, worth checking that the details haven't been used elsewhere as it could have a wide knock-on effect.
- I start by diagnosing and working out how severe these issues are, no delay stated to Sky at the point if we can triage and get working on it asap, deadlines can still remain.
How I read it
First things, if the product page draft has only just landed, I'll assume this was its due date. I need to check if these are 4 isolated problems or if they stem from the same issue. If the page is describing the product differently or incorrectly stems from the same sources everyone else built off. If so, these could have knock-on effects for the other issues. There's a chance the social lead is probably pushing back because they've clocked the mismatch themselves.
If this is the case, then we've got a very clear route to fixing the social aspects, fix that and the others should fall back in line. If these are all unique and don't have any commonality, then they get handled separately. Regardless, we're not going to be handing over a LP that I wouldn't approve for the sake of deadlines. So if we can fix that first, and keep expectations in line we're good.
I've outlined below a little run through of how I approach these situations, obviously its based on the sparse information I have, so if you feel you'd like to explore a more specific direction, just let me know, I'm happy to jump on a call and discuss.
The calls
What I prioritise.
I try to diagnose first, what is mission critical, what is an stress-free fix, and what requires a longer lead time. Firstly, I'd assess where we went wrong with the product page, because it's likely the copy source here may have informed other aspects of the launch. Then I'd look at the video edit brief, I'm sure the team are skilled, but it will still most likely carry the longest turnaround and will need to get started asap. Then I'd need to check what the friction points are for the social strategy, is this based on requirement, or feeling. If its the later, park it for now. As for the KOL drafts if they sound salesy, we need to guide the KOLs in their terminology without sounding like we're intruding on their ToV. The KOL posts if just text, aren't due to go live yet, same for the socials, so they can sit lower in the priority list without holding anything up (only caveat is if the KOL scripts are for video).
What I escalate.
Almost nothing, yet. This is manageable, the landing page is something we can sit on a call and assess and fix, we're still within deadline, so this doesn't need to be a panic moment. The goal is to get it to a place I feel comfortable with and lands as expected with Sky without any issue. Internally, I'd handle the video edit, the social pushback and the KOL edits post-landing page. I'd look to notify Raul of these, but just with a heads-up, and a brief note on actions, and then a wrap up once done.
What I push back on.
The social lead changing a signed-off rollout at the last minute, but its worth investigating before writing it off, I'd image they probably wouldn't be raising this on a whim or for nothing... So the question is why?. If it's down to just preference, we can assess, but not changes are guaranteed on signed off work. If its urgent, then we triage and fix. But I wouldn't shy away from pushing back here, it's not about simply saying no, it's ensuring the launch runs on time, and doesn't have cascading issues.
How I communicate.
Switch from email to slack, get the conversations going to assess everything. For social is about understanding the reasoning, for video we need to understand how long an edit will take, and what their preferred method of feedback is (timestamped doc vs live runthrough), following that I would supply a structural note with the edits. KOL-wise its going to be diagnostic, how can we sway them away from the shill tone of voice, whilst not making them sound like an ad read. Ask for the product page, all comms there are on rectifying it, jumping on a call to go over it and lock in those changes. As far as Sky is concerned, they received the page on its due date.
24hr Plan
I've mapped this against who, what, when (in a roundabout way).
| Window | Who | Action | Review |
|---|---|---|---|
| First 30 min | Me | Assess why the copy on the product page isn't correct, or potentially a legal liability. | Gates everything else, no direction goes out before this |
| First 2 hours | Copy | If product page doesn't have any knock-on effects, correct it to wording we're comfortable with. Double check to ensure nothing has leaked into any other material (especially if legally damning). | Me > Strategy Lead > Copywriters Once confident, lock the page copy. |
| First 2 hours | Video | Put together a structural recut brief (assuming 24- 48hr turnaround), make sure the narrative ties together and that the CTA lands | Me/Strategy Lead at first cut, sign-off before commit. |
| Once the LP is locked | KOL | Assess wording that feels like its a shill, find a way to allow them to still use their tone of voice, but not come across in a sales-like way. Suggest alternative phrasing, allow KOL manager to suggest pushback from Account Director or team, so the convo goes smoother. | Me on the brief, alternative suggestions. |
| Once the LP is locked | Social | Understand why the rollout changes are being surfaced now. If this is related to anything that was on the product page, surface the final version as source of truth. If this is just preference from them, look at the whole plan (which would have been already signed off) and understand if there is value in their push back. If there is, we implement and update docs as needed. If not, veto it and suggest surfacing these before signed off, and with further time before launch. | Me, strategy lead, any other required parties. |
| By its due time | Me | Product page edits made, copy is approved and doesn't have any further implications - send to Sky | Fire out, page fixed, over for client review. |
I've made some pretty wide assumptions throughout, but happy to discuss any other scenarios or if this is a real problem that happened, help you understand my rationale.
Worth also mentioning that throughout my workstreams/tasks, you'll notice that there are clear sign-offs and gates to try and mitigate things like this happening, with clear breathing space pre-launch to ensure no last-minute panic. Obviously, it's impossible to plan for last-minute changes from clients but you factor in enough time for them not to be as worrying.
Start here
This is the starting point for the Sky.money × Pendle launch. My goal is to keep everything the team needs living within one to two clicks from this page.
Before we get started, you will need to read:
1. The brief (10 min)
2. Product 101 (5 min)
3. Your role page under Team (5 min) - I've used this to explain relationship/process for you assessing this task.
4. Compliance
These are required pre-requisites before any work is done. The Gantt shows our proposed timeline goals, and the calendar melds that with our work flow/syncs.
Product one-liner
Fix your rate to maturity: hold to the end and the rate you started with is the rate you finish with. Pendle runs the machinery, Sky.money keeps it one click. We sell certainty, not rate.
Day-to-day
Mon/Wed/Fri 09:30 (15 min) until 1 July, then if required daily. These aren't brainstorms, we'll keep it short and focus on what's shipped, what needs a decision, and any blockers.
Tuesdays 14:00, 30 min. Agenda issued Monday (progress vs gates), decisions needed, risks moved, what the next 7 days looks like.
#sky-fy-core (team), #sky-fy-approvals (sign-offs only, attached to notion bot), #sky-fy-kol, #sky-fy-warroom, #[sky/i3 internal chan] .
Signed off status required. Verbal/slack sign-off is fine, but needs to be backed up with status change/notes. Ideal SLAs - internal 24hrs, client 48hrs, legal 72hrs, KOL/PR reviews 24-48hrs
One approved version per asset/asset pack (sizes etc), linked to project folder (gdrive?).
non-approved language seen anywhere live screenshot to #sky-fy-core, tag relevant users asap.
Jump to
Campaign brief
WAGMI
The product, in one sentence
Sky savings, made predictable. Access The Sky Savings Rate, powered by Pendle and receive a fixed rate on your sUSDS, set to a date you choose, when held to maturity.
Objective
$100M TVL within 60 days of launch, weighted toward durable deposits.
Milestones: $30M by day 14 (ecosystem), $60M by day 35, $100M by day 60.
Conversion paths
Existing Sky holders. Billions in sUSDS sit one click away, probably the cheapest/easiest TVL to acquire. We already have trust, now we need to introduce certainty. "Your savings, made predictable."
DeFi-native yield capital. Over 80% of Pendle's liquidity is in stables. General distribution, but also utilising co-marketing and push from Pendle. "DeFi's deepest stablecoin pool meets Pendle's yield engine"
Positioning: Certainty over APY
We never anchor creative on an APY number. The rate is market-set and will move, this means a campaign built on a number breaks when the number changes. The number lives in the product UI, next to its maturity date. We use copy to convey the product e.g. "know your rate, know your date."
The message heirachy:
1 Certainty (rates move constantly, yours doesn't have to)
2 Simplicity (one click, ease of use)
3 Credibility (Sky Savings Rate, Pendle, first S&P-rated protocol in DeFi)
4 Honesty (fixed if held to maturity, must be at forefront).
Things we won't do
- Paid acquisition (at launch): Compliance exposure on yield advertising (MiCA/GENIUS)
- Airdrops: Not a great retention lever, TVL will exit rapidly at maturity, defeats retention.
- No tier-1 mainstream press push. The FT doesn't care yet. They will at $100M, so that's when we go.
- APY-led creative: Rate is set on entry, and subject to change.
Risks & mitigation
| Risk | Mitigation | Owner |
|---|---|---|
| SSR rises above locked fixed rates mid-campaign | Lean into the certainty-led messaging. "Why fixed still wins", editorial based content - social to listen for sentiment change on CT. | Copy |
| "Guaranteed" language slips onto any surface | Terminology guide governs all surfaces, including client-built ones. Audited at every stage, and the launch-morning final audit. | AD |
| Mercenary TVL exits at first maturity | Retention is KPI. We should have some maturity re-engagement comms built in by week 2. | Social |
| A user exits early at a loss and posts about it | All information is clear, exit mechanics explained when depositing. FAQ clearly explains this too. Transparency is the defensible moat. | Copy |
Stated assumptions: launch known one month out (scenario gives no lead time). Illustrative dates anchor to launch Wed 15 July 2026. Launch rate is known, budget covers KOL fees and production, not paid media. Pendle co-marketing agreed in principle. Owners use I3's roles, but would just be remapped to actual names.
Linked pages
Product 101
Outline of what is being marketed, and a simple quiz at the bottom just to ensure we're on the same page.
What it is
A fixed-rate version of Sky's savings yield. You deposit USDS/sUSDS on sky.money, choose fixed yield, and your rate is set at entry for a defined term. Hold to the maturity date and you receive exactly that rate. Powered by Pendle's Principal Token machinery and then Sky.money abstracts the mechanics into a one click action.
- The rate is market-set. It comes from Pendle's market, not from Sky. It will differ from the variable SSR, both above/below.
- Fixed means fixed-if-held. The rate is only certain if you hold to maturity.
- Early exit is a sale. Leaving before maturity means selling your position at the prevailing market price, which can be above or below entry. This should be transparent throughout, should never be a "gotcha" moment.
- At maturity the position resolves and the user can either roll into a new term, move to variable, or withdraw. Ultimately for TVL KPIs, we want them to roll into a new term.
What it isn't
- Not a savings account: We never say "interest". Regulatory friction WILL come with that.
- Not guaranteed: Sky.money does not set, control or guarantee the rate. The word is banned everywhere, should be especially careful with KOL messaging.
- Not for people who need liquidity before maturity: We say this out loud. It filters out the user who becomes next month's angry thread.
What we can and can't say
The full table with reasoning lives in 🛡️ Compliance & claims. Simple rule of thumb, think "access" and "fix to maturity". Never "lock", "guarantee", "earn-X%", "interest", or worst of all... "risk-free".
Remember: sUSDS accesses the Sky Savings Rate, and USDS itself never "pays yield".
The 60-second quiz (everyone passes this before writing)
1. A user asks: "so I'm guaranteed 7%?"
No. The rate is market-set, and it's fixed only if you hold to the maturity date shown at deposit. Exit early and you sell at the market price, which can be above or below your entry.
2. What happens if rates rise after I deposit?
Your fixed rate doesn't change, in either direction.
3. Is this USDS paying yield?
No, and this is a legal requirement. The savings token (sUSDS) accesses the Sky Savings Rate. The payment stablecoin never pays yield.
4. Who should NOT use this?
Anyone who might need the money before maturity, and anyone chasing the absolute highest variable rate.
Audiences & ICPs
Four profiles, ranked by relevance to the $100M goal. ToV, channels, KOL mapping, the message, etc. The two campaign tracks resolve to these people.
ICP overview
| ICP | Track | Relevance | Pool size | Effort share |
|---|---|---|---|---|
| 1. The Sky native | Conversion | Highest | Large (existing base) | ~45% |
| 2. The rate optimiser | Acquisition | High | Small, high intent | ~25% |
| 3. The cautious allocator | Acquisition | Medium | Large, slower | ~25% |
| 4. The treasury | BD-led | Low volume, high value | Tiny | ~5% (support only) |
1. The Sky native
Already holds sUSDS or USDS on sky.money. Trusts the protocol, understands the savings rate, keeps on top of it, monitors regularly.
"Why change what's working?"
Reassuring, familiar, upgrade framing. No new jargon outside what is already used.
"Your savings, made predictable." The rate you see is the rate you get, to the date you choose.
In-app placement, Sky Discord, X account. Primary target for initial TVL.
Newsletter explainer, YouTube educator. Used for announcement/product clarity, less on "influence".
Never say to them: anything that makes the variable SSR seem inferior or like it is being deprecated. We're adding a new level of certainty, not changing things.
2. The rate optimiser (Pendle native)
Lives on Pendle, CT yield circles, Dune dashboards. Already fixes rates manually via PTs. Knows exactly what this product is before we explain it.
"I can do this myself on Pendle with more control. Why pay the abstraction?"
Technical, peer-to-peer, zero hand-holding. Respect their knowledge, .
"Pendle fixed yield, without the homework." Same outcome just in one click.
CT, Pendle's own channels (co-marketing), yield-strategy Telegram/Discord
The Pendle native, the yield analyst, the position-diary poster. Focus on people who show their positions.
Never say to them: "simpler is better". Trust they will do their own DD, and be fully informed
3. The cautious allocator
Holds stables on a CEX or in a wallet doing nothing much. DeFi-curious, burned-adjacent (knows someone who lost money), reads before acting.
"This is how people get rekt. What's the catch?"
Educational, patient, catch-first. Early-exit mechanics are clear and explain. The S&P rating and Sky's scale help on the credibility side.
"Know your rate, know your date." Certainty as the antidote to everything they distrust about DeFi yield.
YouTube long-form, DeFi newsletters, explainer threads. Probably pretty slow to convert, but overall big payoff.
The DeFi educator and the newsletter explainer speak almost entirely to this ICP.
Never say to them: "everyone's moving"... Or use peer pressure, or hype/alpha messaging. Trust is won here by being reputable, and upfront (early-exit, S&P etc)
4. The treasury
DAO treasuries, crypto-native funds, corporates holding stables. Decisions by snapshot or board meetings.
Sober, risk-first, documentation-led. The S&P rating leads.
"Predictable yield for treasury stables." Rate certainty as a planning tool, not a hedge/trade.
This ICP is BD-led, and doesn't really fit into the campaign marketing (in a traditional sense). Would require a one-page treasury brief, a fact sheet.
Client file
Process, contacts - all agreed on ahead of time.
What we've agreed (the SLAs)
| Review type | Turnaround | Notes |
|---|---|---|
| Client approval, standard | 48 hours | For clearing anything, confirmation of changes etc. |
| Client approval, launch-critical | 4 working hours | Named fast lane. Only on essentials |
| Legal, new claims | 72 hours | Assuming internal legal, if external billable needs to be agreed |
| Legal, amends to approved claims | 24 hours | Edits inside already-approved language. |
What the client can expect from us
- No surprises, they hear about problems from us, before they'd notice, with the fix and a committed time attached.
- Scannable reporting and forwardable without editing. What worked, what didn't, next steps.
- Accountability, across the board.
What we expect from the client
- SLAs honoured (but realistically, as close to as possible)
- If the product framing moves, we hear it from them as soon as possible.
- Direct asks to individual team members get redirected to the AD. Not being territorial, just being practical. We need accountability, and the whole picture.
Success
$100M is the target and retention is the proof.
More importantly, proof of trust - a clean operation throughout, means less hand holding on future projects.
Gates & go/no-go
A gate is an official sign-off. Gates dictate moving to the next phases, however information is likely to change down the line, these protect initial stages.
| Gate | Date | What locks | Signed by |
|---|---|---|---|
| Kickoff | Mon 15 Jun | Scope, owners, SLAs. | AD Client |
| Gate 1 | Wed 24 Jun | Messaging house + terminology & claims guide. | Legal Client |
| Gate 2 | Wed 1 Jul | Channel plan + KOL roster - lined up/briefed. | Client |
| Gate 3. Freeze | Wed 8 Jul | Every asset final or in final review. | AD |
| Gate 4 | Sun 12 Jul | KOL videos signed off via unlisted links, any script changes approved, PR locked. | AD |
| Gate 5. Go/no-go | Tue 14 Jul | Go/no-go against the criteria below, confirmed and approved by Sky. | Client AD |
Go/no-go criteria
- Product page approved, live-ready, passing the terminology audit
- Rate and maturity display QA passed in all landing pages, holds parity with UI
- All KOL sign-offs in: videos and scripts
- Holding lines approved for potential failures
- No open legal flags
Any single miss needs triage, moving launch is a last resort, but these should be considered potential compliance/legal flags.
Decision log
The boring spreadsheet that makes "but it was signed off" answerable. Every approval, every exception, every call that matters. Mirrored to #sky-fy-approvals.
| Date | Entry | Type | Signed / logged by |
|---|---|---|---|
| Mon 15 Jun | SLAs agreed: client 48h standard, 4h fast lane, legal 72/24h, internal 24h, KOL same-day. Fast-lane contact named. | Agreement | [Client approver], MC |
| Mon 15 Jun | Retro booked for Mon 20 Jul, 14:00. Booking it now is how it happens. | Logistics | MC |
| Wed 17 Jun | Messaging house draft v0.9 circulated for internal review. | Milestone | Head of Copy |
| Mon 22 Jun | Terminology & claims guide v0.9 to legal. (The 21st was a Sunday, so this went out Monday, spacing still clears Gate 1.) | Milestone | MC |
| Wed 24 Jun | GATE 1: messaging house + terminology v1.0 locked. | Gate | [Legal], [Client approver] |
| Fri 26 Jun | KOL shortlist (6 archetypes, 14 candidates) to client. Video production briefs issued. | Milestone | KOL Mgr, MC |
| Wed 1 Jul | GATE 2: channel plan + KOL roster approved (4 production partners, 9 amplifiers). | Gate | [Client approver] |
| Mon 6 Jul | Video first cut structural review passed. Ending resolves the tension beat. Polish notes only from here. | Approval | MC |
| Wed 8 Jul | GATE 3: creative freeze. Change control active, broken-only. | Gate | MC |
| Sat 11 Jul, 14:05 | Product page draft flagged before handover, read as guaranteed-in-all-cases and not approvable as-is. Corrected the same afternoon and delivered on its due date. No client escalation, the fix sat inside the deadline. | Exception | MC |
| Sat 11 Jul, 14:40 | Root cause confirmed: KOL drafts + social challenge both trace to the old product framing. Parity check ordered on rollout + KOL drafts against corrected page. | Exception | MC, Head of Social |
| Sat 11 Jul, 16:30 | Video ending: structural fix to final 20s approved for recut, due Mon 13 inside runthrough. | Approval | MC, Video Lead |
| Sun 12 Jul | GATE 4: KOL video sign-offs complete via unlisted links, incl. Saturday's redrafts. Scripts approved. PR locked. | Gate | MC |
| Tue 14 Jul | GATE 5: written go/no-go = GO. All criteria green. War room opens 07:00 tomorrow. | Gate | [Client approver], MC |
The 11 July entries are the pressure-test scenario.
Timeline (Gantt)
I've mapped out the deliverables from start to finish here, for visual ease.
Most dates map within SLA times, unless they fall on a weekend, then the SLA is based on business days. There are 2 exceptions that stay on the weekend on purpose: KOL video sign-offs (creators don't specifically adhere to "working hours") and the launch pressure test scenario on Saturday 11th July.
Dependencies read left to right through the milestones/gates. Nothing user-facing is written before M1, production doesn't start before M2 approves its briefs, nothing changes after "freeze" except through change control, and nothing ships on launch day that wasn't green at M5.
There are caveats here, these are all "perfect world" scenarios... which rarely happen, so depending on internal process and individual capacity/other work, this would be most likely be a little different.
Risk and next step per stream
| Stream | Main risk | Next step |
|---|---|---|
| Critical path | Messaging slips at M1 and everything downstream slips with it | Treat the messaging house as the gating item, protect its date above all others |
| Compliance | Legal sign-off or ambiguity becomes the bottleneck and backs up launch-week approvals | Get claims to Legal early and batched, so nothing waits on a single late read |
| Copy | The product story drifts off the locked line and isn't defensible | One source of truth for the product story, every asset quotes it |
| Video | The cut isn't final until late, with no room to fix a problem before launch | Lock the script off approved messaging, keep the recut buffer open |
| KOL | Hooks read off-positioning, or a creator posts unapproved language live | Hook guidance plus the approved and banned-language list with every brief, 24h sign-off |
| PR | Embargo breaks early, or exec quotes aren't approved before briefings | Embargo terms in writing, quotes booked and signed off ahead of the briefing window |
| Social | Reactive channel, an unapproved reply or a last-minute change goes live | Approved-language list, replies owned with a clear escalation, changes only through change control |
| Analytics | UTMs and the dashboard aren't live before the tease, so week 1 is blind | Build and QA against a test event before the first post goes out |
| External | Pendle and Sky launch readiness we can't verify, since we can't contact them | Track public signals only, hold a contingency in case a date moves on their side |
Calendar
This is a running view of all stand-ups, reviews and continues post-launch for monitoring, triage and reporting.
The calendar is set to be 14th July, one day until go-live. Just to give a better understanding of what happened on the lead up to launch, including the curveballs from the launch pressure test in the task
Account Director
My deliverables
| Task | Due | Status | Done means |
|---|---|---|---|
| Kickoff - SLAs, owner briefed/assigned | Mon 15 Jun | Done | All in the log, day one |
| Maintain dates for proposed gates | 24 Jun to 14 Jul | Done | Written sign-offs, logged |
| Weekly client reports | Tuesdays | On rhythm | Readable in 3 min, forwardable |
| Structural review - video 1st cut | Mon 6 Jul | Done | Cadence and narrative feel right, happy to sign-off |
| Full runthrough - all assets, links, copy etc. | Mon 13 Jul | Done | Holds against the terminology guide, all information is correct, happy to publish |
| Go/no-go with client | Tue 14 Jul | GO | All criteria satisfied |
| Launch-morning final audit | Wed 15 Jul 07:00 | Up next | Double-check all is still well, nothing has changed since sign-off |
| Client report | Thu 16 Jul | Planned | Depending on how the client works, either a slack update, or email. |
| Run the retro | Mon 20 Jul | Planned | See what went wrong, fine tune for the future. |
What Raul should expect from me: I like to base my work on transparency and good comms (short/direct/informative). Not a fan of hiding shit until it's critical, I think surfacing errors and oversight early is conducive to working better together. Major escalations only for things that threaten launch dates, budget or the client relationship.
With the Strategy Lead: I know from my earlier conversations Alejandro has been on top of this, and from speaking to him, he's deeply embedded. He's done the time, and knows what has been working, and what hasnt. He's also probably pretty in tune by now with the clients feedback, so I'm not going to get in the way of that, however, I will aim to be there for support and as a sounding board. Unsure of internal sign-off for strategy, but I'll assume for now Raul is the main contact, but ideally I would want some input here.
What I'm accountable for: I can't be talking about accountability, and not hold myself accountable. If non-compliant copy slips in anywhere, that's on me, regardless of who created it. Same goes for timelines and due dates. I'm big on ownership, so anything that hinders a campaign, I'm going to be looking at myself first.
Strategy Lead
Alejandro, the man, the myth, the legend.
Deliverables
| Task | Due | Status | Done means |
|---|---|---|---|
| Campaign brief v1.0, positioning, tracks, message hierarchy | Mon 22 Jun | Done | Approved by Raul, and feedback from me, locks at G1. |
| Weekly rate + competitor read (SSR spread, Pendle markets) | Fridays | Running | Keep an eye on anything that may potentially cause Sky or Pendle to change requirements. |
| Track briefs to every stream | Thu 18 Jun | Done | Copy, social, KOLs and PR can start without booking a strategy meeting. |
| Strategy walkthrough with Sky, pre-lock | Tue 23 Jun | Done | Client is happy with the positioning, it's alignment and there is no pushback/edits. |
| Strategy pass at every gate, G2 through go/no-go | Each gate | Done | All checks run green, no "no-go" events triggered. |
How we split it
Should be kept clean and collaborative. They own the what and the why, the strategy gets written by them initially with me as a sounding board throughout. I own the how and the when, turning the strategy into deliverables, the operating model, the compliance aspects and (eventually) the client relationship, and getting everything shipped.
From speaking w/ Alejandro, I sense he's solid when it comes to strategic thinking, I'd be looking to help shape direction together. Once that's confirmed, it's his, and I should be confident backing it.
What I expect: Clean clear stragegy, digestible for all pod roles, explainable enough so so there's no constant asking what we are actually doing. Changes after we commit direction come to me with the reason, so I can assess operational changes/documentation changes.
What he gets from me: A solid sounding board, and not a rival. I have 15+ years of marketing strategy experience, and 8+ in Web3, I'll push on the thinking in a 1:1 setting, challenge direction, but always in a constructive manor, and will back their decisions in team situations.
Head of Copy
Super important, as social, Paid/KOLs, Video/Design will all look to copy as a source of truth
Deliverables (mapped Gantt)
| Task | Due | Status | Depends on |
|---|---|---|---|
| Messaging house v0.9 | Wed 17 Jun | Done | Locked fact sheet (AD) |
| Terminology & claims guide to legal | Mon 22 Jun | Done | Messaging house |
| Gate 1: both locked v1.0 | Wed 24 Jun | Locked | Legal 72h window |
| FAQ + boilerplate pack | Fri 3 Jul | Done | Gate 1 |
| Product page copy v1 | Fri 3 Jul | Done | Gate 1 |
| Product page client-approved | Fri 10 Jul | Done* | Client 48h SLA |
| Revised page (11 Jul exception) | Sun 12 Jul 14:00 | Shipped | Fast lane, see 🧾 log |
| "Why fixed still wins" content (rate-rise scenario) | Mon 13 Jul | Drafted | Gate 1 |
What I expect: Clear understanding of the product, and terminology. I don't expect first drafts to be a polished, publishable piece, but as long as it holds parity, ToV can be finessed. Where there is uncertainty, or potential grey areas/terminology flag for internal passes, we can escalate to legal/client (if required). I'd take an poorly worded but accurate statement, over a beautifully written legal nightmare waiting to happen.
What you get from me: A fact sheet on terminology, quick answers on product questions, and protection from "too many cooks" issues. In collaboration with the strategy lead, you'll get consolidated rounds of notes, so no back and forths (unless critical).
Head of Social
The tease, the launch-week rhythm, the community-facing voice.
Deliverables (mapped to the Gantt)
| Task | Due | Status | Depends on |
|---|---|---|---|
| Teaser series drafted (builds the itch, never names the product) | Wed 1 Jul | Done | G1 vocabulary |
| All launch-window posts scheduled + screenshotted in approval doc | Wed 8 Jul | Done | G2 channel plan |
| Launch thread final | Fri 10 Jul | Done | Approved product page |
| Rollout parity check vs corrected page | Sun 12 Jul | Done | 11 Jul exception, see 🧾 log |
| AMA / Spaces with Pendle | Wed 15 Jul 12:00 | Up next | Holding lines approved |
| Week-2 education calendar + maturity re-engagement comms | w/c 20 Jul | Planned | Launch learnings |
What I expect: The calendar mapped to the day, not "week of". What gets approved is what gets posted, design assets posted in the same copy doc/notion page. You own replies, if you're unsure how to reply, raise it with the team.
What you get from me: I'll be direct about what can be teased, and what we can and can't reveal, before you start drafting posts. Social is highly reactive, so if quick decisions are needed, I'm here, opportunities and damage control can't wait.
Video & Design
I've combined these two, as they're both visual assets for ease. If the two work pretty separately in practice, I'd just adjust this.
Deliverables (mapped to the Gantt)
| Task | Due | Status | Depends on |
|---|---|---|---|
| Video brief + locked script received | Fri 26 Jun | Done | Gate 1 vocabulary |
| Social templates: rate + maturity in one lockup | Wed 1 Jul | Done | Gate 1 |
| First cut, structurally complete | Mon 6 Jul | Done | Locked script |
| Final cut + all launch assets | Wed 8 Jul, Freeze | Done | One consolidated notes round |
| Client approval | Fri 10 Jul | Done | 48h SLA |
| Ending recut (11 Jul exception: CTA resolution) | Mon 13 Jul, runthrough | Approved | Structural note, see 🧾 log |
What I expect: the first cut structurally complete even if rough. Rough-but-whole beats polished-but-partial every time, because I can't give useful notes on pacing if the spine is wrong. And timeline risk flagged the day it appears: a slip I hear about early is a plan, a slip I hear about close to launch is a problem.
What you get from me: a locked script before you board (editors burn days on unlocked scripts and it's never their fault), and one consolidated round of notes per cut, within 24 hours, structure first. Never drip-fed feedback.
Where I watch: I review the first cut personally, for one thing: does the ending do its job. The classic failure is everyone reviewing for polish while nobody checks the CTA resolves the story. The design equivalent of this rule already shipped: the templates put rate and maturity date in the same lockup, so nobody can physically post one without the other. That's design doing governance.
Paid Media/KOLs
I've combined these two again, they could work very separate tracks, but for ease and campaign alignment I've lumped them. I'll assume that there's a list of KOLs we've worked with in the past, or potentially a trusted 3p agency we've worked with. As for paid, I opted out for this campaigns initial launch, with the ability to activate post-launch based on results.
On paid: Opted out initially (probably not my call alone).
The reasons are:
1. Compliance exposure on paid yield ads. MiCA/GENIUS clashes. Albeit we never mention the stable paying yield, I'd be interested to know what Sky's take was on this.
2. Wanting organic benchmarks first.
The capability sits here ready, and paid CAN be switched on at wk4 if there are no risks, and its used to tell a different story (e.g. $100m TVL, institutional narrative, LinkedIn ads, lead gen, etc)
Deliverables (mapped on Gantt)
| Task | Due | Status | Depends on |
|---|---|---|---|
| 90-day feed scrolls on all candidates | by Wed 24 Jun | Done | Archetype map |
| Shortlist to client (6 archetypes, 14 names) | Fri 26 Jun | Done | Vetting |
| Gate 2: roster approved, briefs + guidelines out | Wed 1 Jul | Done | Client sign-off |
| Creation window support, same-day reviews | 2–11 Jul | Done | Guidelines signed |
| Video sign-offs via unlisted YouTube links | Sun 12 Jul, 72h rule | Done | Redrafts from 11 Jul, see 🧾 log |
| Static posts approved | Mon 13 Jul, 48h rule | Done | Parity vs corrected page |
| Wave one live + verify posts match sign-offs | Wed 15 Jul 10:00 | Up next | Embargo lift |
| Wave two: live positions, real numbers | w/c 20 Jul | Planned | Week-one data |
What I expect: Background research independently done (their feed, videos, comments) KOLs with over 60% sponsored content, or anyone shilling rugs or with a heavy shitcoin narrative in the last 12 months is out. All KOLs signs an NDA, and receive and sign guidelines before briefing.
What you get from me: Happy to be the bad guy, and push back on scripts/videos. Telling a large KOL "no" is sometimes easier when it's angled as "the Account Director's pushing back on this, sorry".
Head of PR
Assuming organic/paid/earned PR here. With embargoed briefings for crypto trades, and a hold on mainstream/institutional-adjacent until the $100M milestone.
Deliverables (mapped to the Gantt)
| Task | Due | Status | Depends on |
|---|---|---|---|
| Release draft | Mon 6 Jul | Done | Gate 1 vocabulary |
| Exec quotes secured (AD chases the client) | Wed 8 Jul | Done | Client availability |
| Briefings booked, embargo confirmations in writing | Fri 10 Jul | Done | Approved release |
| Embargoed briefings, run off the fact sheet | 13–14 Jul | Done | Fact sheet final |
| Embargo lifts, coverage live | Wed 15 Jul 09:00 | Up next | Launch |
| 14:00 sweep: check pickup vs terminology, amplify only the accurate | Wed 15 Jul 14:00 | Planned | Coverage |
Compliance
I've done A LOT of legal/compliance work, so I'm a bit of a stickler for this. I know how easy it is for people to make assumption based on vocabulary, that's why this is locked in ASAP. Doesn't mean it can't change, or be improved upon, but a baseline is hyper important. If Sky require legal sign-off (I suspect they will), then these should be checked by their teams, and given the green light.
I've also made the assumption Sky has either internal legal, or 3p legal council who are accessible. Should this not be the case, I presume Sky would have pre-approved messaging and blurbs to supply.
Source of truth: the product's own legally reviewed disclaimer.
"The rate is market-set, Sky.money does not set, control or guarantee it. It is fixed only if held to maturity, exiting early means selling at the prevailing market price, which may be above or below entry."
If we contradict this, or make it murky, we don't ship it.
The table
| Don't say | Say instead | Why |
|---|---|---|
| Lock in your yield | Access Fixed Yield / fix your rate to maturity | Nothing is locked - early exit is a sale at market price, potentially below entry. |
| Guaranteed | Market-set, fixed if held to maturity | Legally prohibited under stablecoin marketing rules, and Sky guarantees nothing by design. |
| Earn X% / you'll earn | Current rate with maturity date adjacent | Negate liability, assets/copy outlive the current rate. |
| Interest | Yield / rate / rewards | Legal implications suggest aspects that require banking regulation. Never used. |
| Risk-free / safe | Risk disclosure in the same view | Always state where needed that an early-exit before maturity doesn't guarantee the rate, and will be a market rate sale (which could be lower than entry point). |
| USDS pays yield | sUSDS accesses the Sky Savings Rate | The payment stablecoin must never be the thing paying yield, this violates MiCA/GENIUS act rules. |
The big 3
- Rule 1: Every rate mention carries the maturity condition in the same sentence or the same visual frame.
- Rule 2: Sky provides access, but never promise outcomes. Think back to words like "access", "fix" (plus others). Don't use words like "lock", "guarantee", "earn".
- Rule 3: The scope is any user-facing surface. This spans I3's copy, but also Sky's.
Escalation: If you see something that looks wrong, or just feels wrong on any live surface, screenshot to #sky-fy-core, and tag stakeholders and me immediately
Safety first
We audit at every gate/milestone, when we do a full runthrough we'll go through every asset, click every LP link. By final launch-morning audit we should be 100% confident that we're compliant across the board. Post-PR embargo, we should be checking all published articles and ensuring they don't contradict the brief we sent the, anywhere outlets mess up here, we contact them for an amendment, and hold off RT/Sharing those.
KOL Lists
For the sake of example, I've just listed the archetypes to target and which ICP they map to.
Basic archetypes
| Archetype | Platform | Tier | ICP | The angle | Sign-off |
|---|---|---|---|---|---|
| The yield analyst | CT, threads | Production | 2 | Fixed vs variable as a decision thread, live numbers, Dune charts | Static, 13 Jul |
| The DeFi educator | YouTube | Production | 3 | How it works end to end, including the early-exit catch | Unlisted link, 12 Jul |
| The position-diary poster | CT | Production | 2, 3 | "I moved part of my stables, here's why" | Static, 13 Jul |
| The Pendle native | CT | Production | 2 | What the integration abstracts away vs going direct | Static, 13 Jul |
| The newsletter explainer | Production | 1, 3 | Plain English: what it is, who it's for, what the catch is. Sent morning of launch | Draft, 13 Jul | |
| The amplifier | CT, large | Amplifier ×9 | All | Quote the official announcement only. | n/a, embargoed |
Pre-vetting (expected of KOL lead)
- The scroll: Audit and vet who they're pushing, what they're talking about, what they comment on
- Out: Over 60% sponsored content
- Out: Anyone shilling rugs or with a heavy shitcoin narrative in the last 12 months
- Engagement quality always comes before follower count (within reason). If it feels botty, it probably is.
The guidelines document (issued with every brief)
Embargo & links
Nothing posts, teases or hints before the embargo (15th July 2026). Wave one from 10:00. Breaking embargo ends the partnership and forfeits the fee. Official links only: product page [link], docs [link], asset pack [link].
The facts
The rate is set by the market, not by Sky. The rate you start with is the rate you finish with, if you hold to the maturity date. Exit before maturity and you sell at the market price, which could be +/- your entry. Current rate and maturity date are always available on the product page.
What you can't say, no exceptions
No "lock in" (say "fix your rate to maturity"). No "guaranteed", "risk-free" or "safe", ever. No APY promises. Never "USDS pays yield". No projected returns as outcomes.
If you're making video
Ensure you hit these key points: The rate is market-set, it's fixed only if held to maturity, early exit means selling at market price.
Sign-off process
Video via unlisted YT link or scripts: latest 72 hours before launch (Sun 12 Jul). We will review facts and claims only, and won't mess with your style and/or tone of voice, and we aim to turn reviews around same day. Any assets, featured images etc that change after sign-off need a re-check, this includes captions/descriptions.
Analytics & Reporting
Daily through launch week, weekly after. The client should finish every report knowing what worked, what didn't, and what we're doing next, in under three minutes.
The weekly template (one page, always)
| Section | What goes in it |
|---|---|
| 1. The number | TVL vs milestone, week-on-week trend, conversion split by track. One chart, no decoration. |
| 2. What worked | Top channel or content by attributed TVL, with the why in one sentence. If we don't know the why, we say so and name the test that finds out. |
| 3. What didn't | Named honestly, with the change we're making. |
| 4. Next | Self explanatory - next steps. |
| 5. Watchlist | Retention indicators as first maturity approaches, sentiment flags, organic pick-up, social listening |
What success looks like, post-launch
- $30M, majority from Track 1.
- $60M, Track 2 contribution growing.
- $100M. Milestone
- Retention bonus: Watch for 60%+ rolls or stays. The maturity re-engagement comms were built to highlight this.
Analytics
Not sure if there are any specific teams for this, if not becomes a joint effort pulling from individual team members actions. I also don't know what tooling you use internally, for onchain, social listening/reporting etc, so I just kept it agnostic.
Deliverables (mapped to the Gantt)
| Task | Due | Status | Depends on |
|---|---|---|---|
| UTM tags | Wed 1 Jul | Done | Channel plan (Gate 2) |
| Dashboard build: TVL by track, conversion, retention cohorts | 1–8 Jul | Done | UTM scheme |
| Tracking live | Wed 8 Jul | Done | Build |
| QA at the runthrough | Mon 13 Jul | Passed | Runthrough |
| Daily launch reports | 15–22 Jul | Up next | Launch |
| Maturity-cohort retention view (arguably the most important KPI) | w/c 20 Jul | Planned | First cohort data |
What I expect: Undisputable onchain numbers (TVL should match Sky's internal figures), attribution gaps flagged before launch. Attributing result to source, doesn't have to be full onchain forensics, but something like "TVL $4.2M, 70% from existing holders" gives us a good snapshot.
What you get from me: What to track, what the client expects, and the freedom to build out more as you see fit. I'll always expect the honest number, if they're down WoW, then they're down. No need to switch metrics, or try to hide figures behind nicer looking ones.
Retro & post-mortem
Always a good idea to take a look back and see what worked and what didn't. Helps smooth out future campaigns/projects.
Format (60 minutes)
- The numbers (10 min): launch week vs plan
- What worked (15 min): What we kept doing, and why
- What didn't (20 min): Specifically process failures, not individual people failures.
- Going forward (15 min): Use the findings as either guiding process change or highlight what we should do more of.