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financial-product-blueprint

financial-product-blueprint

github.com/gtmagentsMarketing & growth42866 installsUpdated 30w ago
Repository

About financial-product-blueprint

A planning skill for teams launching or updating lending, payments, wealth, or insurance products. It organizes product details, pricing, disclosures, personas, and operational requirements into reusable blueprint materials.

Key features

  1. 01Product and eligibility overview
  2. 02Pricing and incentive planning
  3. 03Disclosure and consent requirements
  4. 04Persona messaging and objections
  5. 05Operational workflows and measurement

Use cases

  1. 01Planning a new financial product launch
  2. 02Equipping go-to-market teams with pricing details
  3. 03Coordinating product, legal, and RevOps on changes

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gtmagents/gtm-agents --skill financial-product-blueprint

After installing, type/financial-product-blueprintin Claude Code to confirm it loaded.

Details

From the project 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

  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.

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