Template for packaging financial products with pricing, underwriting,
View on GitHubgtmagents/gtm-agents
financial-services
January 22, 2026
Select agents to install to:
npx add-skill https://github.com/gtmagents/gtm-agents/blob/main/plugins/financial-services/skills/financial-product-blueprint/SKILL.md -a claude-code --skill financial-product-blueprintInstallation paths:
.claude/skills/financial-product-blueprint/# 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. ---