/financial-product-blueprint

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

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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