| name | financial-product-blueprint |
| description | Template for packaging financial products with pricing, underwriting, and compliance details. |
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
- Product Overview – features, eligibility, underwriting policies, risk factors.
- Pricing & Incentives – rate table, fees, promotional offers, guardrails.
- Compliance Layer – required disclosures, consent flows, record-keeping requirements.
- Persona Alignment – messaging pillars, objections, proof points per persona/segment.
- 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-marketfor automated briefing creation.