SkillsAdd

smithery/gtmagents

financial-product-blueprint

Template for packaging financial products with pricing, underwriting, and compliance details.

Installation

$ npx skills add smithery/gtmagents --skill financial-product-blueprint
View on skills.sh ↗ Website ↗

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Also in this package

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npx skills add smithery/gtmagents
workflow-testing 0 win-loss-dataset 0 whitepapers 0 webinars 0 webinar-design 0 voice-of-customer 0 voice-guidelines 0 visualization-patterns 0 vertical-solution-templates 0 versioning-dashboard 0

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More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 1,317 B
  • docs SUMMARY.md 128 B

History

  1. First recorded snapshot · 0 installs

SKILL.md

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.