32 lines
1.3 KiB
Markdown
32 lines
1.3 KiB
Markdown
---
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name: financial-product-blueprint
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description: Template for packaging financial products with pricing, underwriting,
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and compliance details.
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---
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# Financial Product Blueprint Skill
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## When to Use
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- Launching new lending, payments, wealth, or insurance offerings.
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- Equipping go-to-market teams with accurate pricing, disclosures, and eligibility criteria.
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- Coordinating product, legal, and RevOps when offerings change.
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## Framework
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1. **Product Overview** – features, eligibility, underwriting policies, risk factors.
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2. **Pricing & Incentives** – rate table, fees, promotional offers, guardrails.
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3. **Compliance Layer** – required disclosures, consent flows, record-keeping requirements.
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4. **Persona Alignment** – messaging pillars, objections, proof points per persona/segment.
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5. **Operational Hooks** – systems, workflows, SLA commitments, measurement plan.
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## Templates
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- Product fact sheet with pricing scenarios and disclosures.
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- Rate card + incentive tracker with approval fields.
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- Enablement pack outline (FAQ, objection handling, ROI calculator).
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## Tips
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- Tie blueprint fields to CRM/CPQ fields to keep pricing + disclosures in sync.
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- Version control is critical; stamp valid-from/expiration dates.
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- Pair with `build-product-go-to-market` for automated briefing creation.
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---
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