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Resources

Reusable templates and playbooks you can apply directly in product planning, prioritization, and execution.

1 downloadable template liveBuilt from real product delivery workflowsBook a strategy call

Fintech Backlog Prioritization Scorecard

Available now

A weighted scorecard template for impact, effort, confidence, and risk so roadmap debates turn into clear decisions.

  • Weighted scoring model
  • Risk guardrails and dependencies
  • Release sequencing worksheet

Trading Signals PRD Starter

Coming soon

A practical PRD skeleton for alerts, trust cues, permissions, and measurable MVP acceptance checks.

  • Problem statement prompts
  • Instrumentation checklist
  • Rollout + rollback plan

Consent-first Lead Magnet Flow

Coming soon

A conversion-safe UX blueprint for one-time unlock offers in fintech, including explicit consent and CRM handoff.

  • Copy blocks that build trust
  • Consent logging map
  • Nurture sequence starter