PLAYBOOKS & TRAINING

Guides That Hold Up When the Pressure Is Real

Security advice only works if people can use it at the exact moment risk shows up. Our guides are written for fast-moving teams, everyday users, and anyone who needs clearer actions during claims, approvals, transfers, and suspicious requests.

Format

Playbooks, drills, and checklists

Use Cases

Claims, approvals, treasury, vendors

Outcome

Safer decisions under time pressure

Core guides customers rely on most

Safe Claim Workflow

Verify domains, contracts, wallet prompts, and claim timing before users connect or sign anything related to a drop, unlock, or migration.

Approval Hygiene

Document when to grant approvals, how much access is acceptable, when approvals should expire, and how to clean up old permissions.

Treasury Transfer Checklist

Create a pre-send routine for address validation, out-of-band confirmation, signer review, and post-transfer logging.

Vendor and Dapp Intake

Screen third-party tools before any wallet connection, API access, admin invite, or permission request reaches the team.

Wallet Recovery Readiness

Clarify backup ownership, storage expectations, emergency contacts, and incident triggers before a device is lost or compromised.

Escalation Rules

Define the signs that turn a simple question into an urgent review so teams do not normalize suspicious behavior.

How teams put the guides to work

Before launches and campaigns

Teams use the guides to review claim mechanics, partner integrations, promotional links, and approval expectations before a launch creates urgency and noise.

During daily operations

Operators rely on short checklists for treasury moves, signer changes, payout requests, and high-value transactions that need calm verification.

After suspicious activity

  • Pause the workflow that triggered concern.
  • Capture enough context for review without spreading access.
  • Escalate quickly when wallet, device, or partner trust is in doubt.

Turn guidance into repeatable process

If you want these playbooks mapped to your exact wallets, teams, and approval flows, we can help structure them.

CheckYourCrypto

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