Skill

financial-product-blueprint

Provides blueprint templates for financial products covering pricing, underwriting, compliance, personas, and operations. Useful for launching lending, payments, wealth, or insurance offerings.

documentation

From financial-services

Install

Run in your terminal

npx claudepluginhub gtmagents/gtm-agents --plugin financial-services

Tool Access

This skill uses the workspace's default tool permissions.

Skill Content

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Stats

Parent Repo Stars138

Parent Repo Forks24

Last CommitNov 19, 2025

Actions

View Source View Plugin View on GitHub View README

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-market for automated briefing creation.