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financial-product-blueprint

Template for packaging financial products with pricing, underwriting,

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--financial-product-blueprint
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/financial-services/skills/financial-product-blueprint/SKILL.md -o .claude/skills/financial-product-blueprint.md

Drops the SKILL.md into .claude/skills/financial-product-blueprint.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Financial Product Blueprint Skill

When to Use

  • Launching new lending, payments, wealth, or insurance offerings.
  • Equipping go-to-market teams with accurate pricing, disclosures, and eligibility criteria.
  • Coordinating product, legal, and RevOps when offerings change.

Framework

  1. Product Overview – features, eligibility, underwriting policies, risk factors.
  2. Pricing & Incentives – rate table, fees, promotional offers, guardrails.
  3. Compliance Layer – required disclosures, consent flows, record-keeping requirements.
  4. Persona Alignment – messaging pillars, objections, proof points per persona/segment.
  5. Operational Hooks – systems, workflows, SLA commitments, measurement plan.

Templates

  • Product fact sheet with pricing scenarios and disclosures.
  • Rate card + incentive tracker with approval fields.
  • Enablement pack outline (FAQ, objection handling, ROI calculator).

Tips

  • Tie blueprint fields to CRM/CPQ fields to keep pricing + disclosures in sync.
  • Version control is critical; stamp valid-from/expiration dates.
  • Pair with build-product-go-to-market for automated briefing creation.