Sky × Pendle Assignment/Calendar
📋

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.

AssumptionWorking basisIf that changes
Lead timeI'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!).
TeamThe 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 informationDid 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 environmentThe 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.
BudgetCovers 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.
PendleThat 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 sideAll 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

KINESIS, HEAD OF MARKETING

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, CMO

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).

WindowWhoActionReview
First 30 minMeAssess 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 hoursCopyIf 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 hoursVideoPut together a structural recut brief (assuming 24- 48hr turnaround), make sure the narrative ties together and that the CTA landsMe/Strategy Lead at first cut, sign-off before commit.
Once the LP is lockedKOLAssess 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 lockedSocialUnderstand 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 timeMeProduct page edits made, copy is approved and doesn't have any further implications - send to SkyFire 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.

🎯Goal
$100M TVL in 60 days, 60%+ retention at first maturity
🚀Launch
Wednesday 15 July 2026, 09:00 ET 
⏱️Runway
Kickoff Mon 15 June
👤Account Director
Matt Chuen
📌Status
Ready for review
👋

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

STAND-UPS

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. 

CLIENT CHECK-IN 

Tuesdays 14:00, 30 min. Agenda issued Monday (progress vs gates), decisions needed, risks moved, what the next 7 days looks like.

SLACK CHANNELS

#sky-fy-core (team), #sky-fy-approvals (sign-offs only, attached to notion bot), #sky-fy-kol, #sky-fy-warroom, #[sky/i3 internal chan] .

APPROVALS

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

FILES

One approved version per asset/asset pack (sizes etc), linked to project folder (gdrive?).

ESCALATION

non-approved language seen anywhere live screenshot to #sky-fy-core, tag relevant users asap. 

Jump to

📐Timeline (Gantt)Every task, every owner, kickoff to wrap
🗓️CalendarStand-ups, reviews, gates, launch week
🧾Decision logLive, 14 entries
📄

Campaign brief

WAGMI

👤Owner
Strategy Lead, with Account Director and Head of Copy
Approver
CEO, Client
🔒Status
v1.0, Locked at Gate 1 (Wed 24 Jun)

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

TRACK 1. CONVERSION

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."

TRACK 2. ACQUISITION

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

RiskMitigationOwner
SSR rises above locked fixed rates mid-campaignLean 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 surfaceTerminology guide governs all surfaces, including client-built ones. Audited at every stage, and the launch-morning final audit.AD
Mercenary TVL exits at first maturityRetention 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 itAll 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: what it is, what it isn't
🎯Audiences & ICPs
🛡️Compliance & claims
📣KOL Lists
🧭

Product 101

Outline of what is being marketed, and a simple quiz at the bottom just to ensure we're on the same page.

👤Owner
Account Director 
🔁Review
Re-verified at any product changes 

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

ICPTrackRelevancePool sizeEffort share
1. The Sky nativeConversionHighestLarge (existing base)~45%
2. The rate optimiserAcquisitionHighSmall, high intent~25%
3. The cautious allocatorAcquisitionMediumLarge, slower~25%
4. The treasuryBD-ledLow volume, high valueTiny~5% (support only)

1. The Sky native

WHO

Already holds sUSDS or USDS on sky.money. Trusts the protocol, understands the savings rate, keeps on top of it, monitors regularly.

OBJECTION

"Why change what's working?" 

TONE

Reassuring, familiar, upgrade framing. No new jargon outside what is already used.

MESSAGE

"Your savings, made predictable." The rate you see is the rate you get, to the date you choose.

CHANNELS

In-app placement, Sky Discord, X account. Primary target for initial TVL.

KOL MATCH

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)

WHO

Lives on Pendle, CT yield circles, Dune dashboards. Already fixes rates manually via PTs. Knows exactly what this product is before we explain it.

OBJECTION

"I can do this myself on Pendle with more control. Why pay the abstraction?"

TONE

Technical, peer-to-peer, zero hand-holding. Respect their knowledge, .

MESSAGE

"Pendle fixed yield, without the homework." Same outcome just in one click.

CHANNELS

CT, Pendle's own channels (co-marketing), yield-strategy Telegram/Discord

KOL MATCH

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

WHO

Holds stables on a CEX or in a wallet doing nothing much. DeFi-curious, burned-adjacent (knows someone who lost money), reads before acting.

OBJECTION

"This is how people get rekt. What's the catch?"

TONE

Educational, patient, catch-first. Early-exit mechanics are clear and explain. The S&P rating and Sky's scale help on the credibility side.

MESSAGE

"Know your rate, know your date." Certainty as the antidote to everything they distrust about DeFi yield.

CHANNELS

YouTube long-form, DeFi newsletters, explainer threads. Probably pretty slow to convert, but overall big payoff.

KOL MATCH

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

WHO

DAO treasuries, crypto-native funds, corporates holding stables. Decisions by snapshot or board meetings.

TONE

Sober, risk-first, documentation-led. The S&P rating leads. 

MESSAGE

"Predictable yield for treasury stables." Rate certainty as a planning tool, not a hedge/trade.

HOW

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.

🏢Client
Sky (sky.money), Pendle
👤Named approver
[NAMED APPROVER]
Fast-lane contact
 [NAME] (for emergencies)
👤Impact3 team
Raul (CEO, runs the account), Matthew Chuen (Account Director)
💬Channel
#sky-fy-client (shared Slack) - weekly call Tuesdays 14:00

What we've agreed (the SLAs)

Review typeTurnaroundNotes
Client approval, standard48 hoursFor clearing anything, confirmation of changes etc.
Client approval, launch-critical4 working hoursNamed fast lane. Only on essentials
Legal, new claims72 hoursAssuming internal legal, if external billable needs to be agreed
Legal, amends to approved claims24 hoursEdits 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.

GateDateWhat locksSigned by
KickoffMon 15 JunScope, owners, SLAs.AD Client
Gate 1Wed 24 JunMessaging house + terminology & claims guide. Legal Client
Gate 2Wed 1 Jul Channel plan + KOL roster - lined up/briefed.Client
Gate 3. FreezeWed 8 Jul Every asset final or in final review. AD
Gate 4Sun 12 JulKOL videos signed off via unlisted links, any script changes approved, PR locked.AD
Gate 5. Go/no-goTue 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.

DateEntryTypeSigned / logged by
Mon 15 JunSLAs 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 JunRetro booked for Mon 20 Jul, 14:00. Booking it now is how it happens.LogisticsMC
Wed 17 JunMessaging house draft v0.9 circulated for internal review.MilestoneHead of Copy
Mon 22 JunTerminology & claims guide v0.9 to legal. (The 21st was a Sunday, so this went out Monday, spacing still clears Gate 1.)MilestoneMC
Wed 24 JunGATE 1: messaging house + terminology v1.0 locked.Gate[Legal], [Client approver]
Fri 26 JunKOL shortlist (6 archetypes, 14 candidates) to client. Video production briefs issued.MilestoneKOL Mgr, MC
Wed 1 JulGATE 2: channel plan + KOL roster approved (4 production partners, 9 amplifiers).Gate[Client approver]
Mon 6 JulVideo first cut structural review passed. Ending resolves the tension beat. Polish notes only from here.ApprovalMC
Wed 8 JulGATE 3: creative freeze. Change control active, broken-only.GateMC
Sat 11 Jul, 14:05Product 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.ExceptionMC
Sat 11 Jul, 14:40Root cause confirmed: KOL drafts + social challenge both trace to the old product framing. Parity check ordered on rollout + KOL drafts against corrected page.ExceptionMC, Head of Social
Sat 11 Jul, 16:30Video ending: structural fix to final 20s approved for recut, due Mon 13 inside runthrough.ApprovalMC, Video Lead
Sun 12 JulGATE 4: KOL video sign-offs complete via unlisted links, incl. Saturday's redrafts. Scripts approved. PR locked.GateMC
Tue 14 JulGATE 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.

G1
G2
FREEZE
G4
G5
LAUNCH 15 JUL
Workstream
1516171819202122232425262728293012345678910111213141516171819202122
🚦 Milestones
🧠 Strategy
Brief v1.0
Walkthrough
Read
Pass
Read
Pass
Read
Pass
Pass
Read
✍️ Copy & messaging
Messaging house
Legal 72h
✍️ Copy: pages & FAQ
FAQ + boilerplate
✍️ Product page
Product page copy to client approval Fri 10
📱 Social
Teasers drafted
Scheduled, thread final
Tease live
Wk-2 + maturity comms
🎬 Video & design
Production to first cut Mon 6
Revise to final
Recut (CTA fix)
📢 KOL
Vetting: 90-day scrolls
Shortlist to roster
Briefs out, creation window
Sign-offs
W1
Wave two
📰 PR
Release draft
Quotes to booked
Briefings
Embargo lifts
📈 Analytics
UTMs + dashboard build
Live to QA
Daily reporting
👤 AD: approvals
Runthrough
War room
Retro
Copy Social Video/Design KOL PR Analytics Legal window Strategy ◆ Gate / milestone

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

StreamMain riskNext step
Critical pathMessaging slips at M1 and everything downstream slips with itTreat the messaging house as the gating item, protect its date above all others
ComplianceLegal sign-off or ambiguity becomes the bottleneck and backs up launch-week approvalsGet claims to Legal early and batched, so nothing waits on a single late read
CopyThe product story drifts off the locked line and isn't defensibleOne source of truth for the product story, every asset quotes it
VideoThe cut isn't final until late, with no room to fix a problem before launchLock the script off approved messaging, keep the recut buffer open
KOLHooks read off-positioning, or a creator posts unapproved language liveHook guidance plus the approved and banned-language list with every brief, 24h sign-off
PREmbargo breaks early, or exec quotes aren't approved before briefingsEmbargo terms in writing, quotes booked and signed off ahead of the briefing window
SocialReactive channel, an unapproved reply or a last-minute change goes liveApproved-language list, replies owned with a clear escalation, changes only through change control
AnalyticsUTMs and the dashboard aren't live before the tease, so week 1 is blindBuild and QA against a test event before the first post goes out
ExternalPendle and Sky launch readiness we can't verify, since we can't contact themTrack 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.

MonTueWedThuFriSatSun
Jun15
Kickoff 10:00Stand-up 09:30
16
Client check-in 14:00
17
Stand-up 09:30Messaging draft due
18
19
Stand-up 09:30Rate + competitor read
20
21
22
Stand-up 09:30Terminology to legalBrief v1.0 locked
23
Client check-in 14:00Strategy walkthrough w/ Sky
24
Stand-up 09:30GATE 1: lock 16:00
25
26
Stand-up 09:30KOL briefs outRate + competitor read
27
28
29
Stand-up 09:30
30
Client check-in 14:00
Jul1
GATE 2: roster 15:00Daily stand-ups beginGATE 2: channel plan + roster
2
Stand-up 09:30
3
Stand-up 09:30Product page v1Rate + competitor read
4
5
6
Stand-up 09:30First cut review 11:00
7
Stand-up 09:30Client check-in 14:00
8
Stand-up 09:30GATE 3: FREEZETracking live
9
Stand-up 09:30
10
Stand-up 09:30Page client-approvedPress bookedRate + competitor read
11
⚠ Pressure-test scenario (see 🧯)
12
GATE 4: KOL videos
13
Stand-up 09:30Full runthrough 10:00Statics approved
14
Stand-up 09:30GATE 5: go/no-go 14:00War room opens 18:00
15
🚀 LAUNCH, audit 07:00KOL wave 10:00AMA 12:00
16
War roomDay-one report
17
Stand-up 09:30Rate + competitor read
18
19
20
Stand-up 09:30Retro 14:00
21
Client check-in 14:00
22
Stand-up 09:30Week-one reportSustain handover
23
24
25
26
🗓️

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 


🎯Focus
Decision log, gates/milestones dates, the client relationship, the runthrough, final audit, and decisions where necessary.
🗓️My cadence
Every stand-up, tuesday client call (agenda out Monday), gate/milestone reviews

My deliverables

TaskDueStatusDone means
Kickoff - SLAs, owner briefed/assignedMon 15 Jun DoneAll in the log, day one
Maintain dates for proposed gates24 Jun to 14 JulDoneWritten sign-offs, logged
Weekly client reportsTuesdaysOn rhythmReadable in 3 min, forwardable
Structural review - video 1st cutMon 6 Jul DoneCadence and narrative feel right, happy to sign-off
Full runthrough - all assets, links, copy etc.Mon 13 Jul DoneHolds against the terminology guide, all information is correct, happy to publish
Go/no-go with clientTue 14 Jul GOAll criteria satisfied
Launch-morning final audit Wed 15 Jul 07:00Up nextDouble-check all is still well, nothing has changed since sign-off
Client reportThu 16 JulPlannedDepending on how the client works, either a slack update, or email.
Run the retroMon 20 JulPlannedSee 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.

🎯Owns
Strategy and positioning, all aspects like objective, target tracks, ICPs, etc should be assumed co-worked on
🤝Relationship
Tight and continuous. Direction is worked out together, I convey from client side, they strategise, I stress test and collaborate
Sign-off
Strategy is approved by me and Raul before it locks at G1.

Deliverables

TaskDueStatusDone means
Campaign brief v1.0, positioning, tracks, message hierarchyMon 22 JunDoneApproved by Raul, and feedback from me, locks at G1. 
Weekly rate + competitor read (SSR spread, Pendle markets)FridaysRunningKeep an eye on anything that may potentially cause Sky or Pendle to change requirements.
Track briefs to every streamThu 18 JunDoneCopy, social, KOLs and PR can start without booking a strategy meeting.
Strategy walkthrough with Sky, pre-lockTue 23 JunDoneClient is happy with the positioning, it's alignment and there is no pushback/edits.
Strategy pass at every gate, G2 through go/no-goEach gateDoneAll 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

🎯Focus
Messaging house, terminology & claims guide, product page, FAQ, boilerplate every other workstream copies from
🧭Direction
Strategy Lead on messaging and positioning, me on execution and the operational calls
Approver
Client + Legal (claims), Account Director (everything else)
🗓️Cadence
Stand-ups with AD and Strategy Lead, 1:1 with AD Thursdays 15 min

Deliverables (mapped Gantt)

TaskDueStatusDepends on
Messaging house v0.9Wed 17 JunDoneLocked fact sheet (AD)
Terminology & claims guide to legalMon 22 JunDoneMessaging house
Gate 1: both locked v1.0Wed 24 JunLockedLegal 72h window
FAQ + boilerplate packFri 3 JulDoneGate 1
Product page copy v1Fri 3 JulDoneGate 1
Product page client-approvedFri 10 JulDone*Client 48h SLA
Revised page (11 Jul exception)Sun 12 Jul 14:00ShippedFast lane, see 🧾 log
"Why fixed still wins" content (rate-rise scenario)Mon 13 JulDraftedGate 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.

🎯Focus
"Rates move, yours doesn't have to" tease series, launch thread, AMA, follow-up calendar, community replies, social listening
Approver
Account Director/Strategy Lead?
🗓️Cadence
Stand-ups, daily content sync with AD from 8 Jul

Deliverables (mapped to the Gantt)

TaskDueStatusDepends on
Teaser series drafted (builds the itch, never names the product)Wed 1 JulDoneG1 vocabulary
All launch-window posts scheduled + screenshotted in approval docWed 8 JulDoneG2 channel plan
Launch thread finalFri 10 JulDoneApproved product page
Rollout parity check vs corrected pageSun 12 JulDone11 Jul exception, see 🧾 log
AMA / Spaces with PendleWed 15 Jul 12:00Up nextHolding lines approved
Week-2 education calendar + maturity re-engagement commsw/c 20 JulPlannedLaunch 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.

🎯Focus
Launch video + cutdowns, product visuals, explainer graphics, social templates, and building the landing page from approved copy
Approver
AD (structure) to Client (final)

Deliverables (mapped to the Gantt)

TaskDueStatusDepends on
Video brief + locked script receivedFri 26 JunDoneGate 1 vocabulary
Social templates: rate + maturity in one lockupWed 1 JulDoneGate 1
First cut, structurally completeMon 6 JulDoneLocked script
Final cut + all launch assetsWed 8 Jul, FreezeDoneOne consolidated notes round
Client approvalFri 10 JulDone48h SLA
Ending recut (11 Jul exception: CTA resolution)Mon 13 Jul, runthroughApprovedStructural 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.

🎯Focus
4 production partners + 9 amplifiers, guidelines compliance, Pendle co-marketing coordination w/ Head of Social
Approver
Account Director and Strategy Lead (roster goes to client at Gate 2)
💸

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)

TaskDueStatusDepends on
90-day feed scrolls on all candidatesby Wed 24 JunDoneArchetype map
Shortlist to client (6 archetypes, 14 names)Fri 26 JunDoneVetting
Gate 2: roster approved, briefs + guidelines outWed 1 JulDoneClient sign-off
Creation window support, same-day reviews2–11 JulDoneGuidelines signed
Video sign-offs via unlisted YouTube linksSun 12 Jul, 72h ruleDoneRedrafts from 11 Jul, see 🧾 log
Static posts approvedMon 13 Jul, 48h ruleDoneParity vs corrected page
Wave one live + verify posts match sign-offsWed 15 Jul 10:00Up nextEmbargo lift
Wave two: live positions, real numbersw/c 20 JulPlannedWeek-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.

🎯Focus
Fact sheet, embargoed briefings (examples: The Block, Blockworks, CoinDesk, Decrypt), exec quotes, release timeline / follow-ups.
Approver
Client (release + quotes)

Deliverables (mapped to the Gantt)

TaskDueStatusDepends on
Release draftMon 6 JulDoneGate 1 vocabulary
Exec quotes secured (AD chases the client)Wed 8 JulDoneClient availability
Briefings booked, embargo confirmations in writingFri 10 JulDoneApproved release
Embargoed briefings, run off the fact sheet13–14 JulDoneFact sheet final
Embargo lifts, coverage liveWed 15 Jul 09:00Up nextLaunch
14:00 sweep: check pickup vs terminology, amplify only the accurateWed 15 Jul 14:00PlannedCoverage
🛡️

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.

👤Owner
Head of Copy + Legal, enforced by Account Director
🌐Scope
Every user-facing surface: product UI, pages, docs, scheduled posts, KOL captions, community replies, INCLUDING client-built pages
⚖️

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 saySay insteadWhy
Lock in your yieldAccess Fixed Yield / fix your rate to maturityNothing is locked - early exit is a sale at market price, potentially below entry.
GuaranteedMarket-set, fixed if held to maturityLegally prohibited under stablecoin marketing rules, and Sky guarantees nothing by design.
Earn X% / you'll earnCurrent rate with maturity date adjacentNegate liability, assets/copy outlive the current rate.
InterestYield / rate / rewardsLegal implications suggest aspects that require banking regulation. Never used.
Risk-free / safeRisk disclosure in the same viewAlways 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 yieldsUSDS accesses the Sky Savings RateThe 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

ArchetypePlatformTierICPThe angleSign-off
The yield analystCT, threadsProduction2Fixed vs variable as a decision thread, live numbers, Dune chartsStatic, 13 Jul
The DeFi educatorYouTubeProduction3How it works end to end, including the early-exit catchUnlisted link, 12 Jul
The position-diary posterCTProduction2, 3"I moved part of my stables, here's why"Static, 13 Jul
The Pendle nativeCTProduction2What the integration abstracts away vs going directStatic, 13 Jul
The newsletter explainerEmailProduction1, 3Plain English: what it is, who it's for, what the catch is. Sent morning of launchDraft, 13 Jul
The amplifierCT, largeAmplifier ×9AllQuote 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)

SectionWhat goes in it
1. The numberTVL vs milestone, week-on-week trend, conversion split by track. One chart, no decoration.
2. What workedTop 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'tNamed honestly, with the change we're making.
4. NextSelf explanatory - next steps.
5. WatchlistRetention 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.

🎯Focus
Dune dashboard, UTM tags, daily launch reporting
Approver
Account Director, source of truth agreed with client

Deliverables (mapped to the Gantt)

TaskDueStatusDepends on
UTM tags Wed 1 JulDoneChannel plan (Gate 2)
Dashboard build: TVL by track, conversion, retention cohorts1–8 JulDoneUTM scheme
Tracking liveWed 8 JulDoneBuild
QA at the runthroughMon 13 JulPassedRunthrough
Daily launch reports 15–22 JulUp nextLaunch
Maturity-cohort retention view (arguably the most important KPI)w/c 20 JulPlannedFirst 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.