claude

doddle-finance-skills

Doddle Finance OS — advisor skills for leads, onboarding, reviews, cross-sell, referrals (DoddleOS v2 blueprints) - 5 skills

6 on GitHubby Doddle Teamv1.0.0MITupdated 17 days agofinance-marketing

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin doddle-finance-skills in DoddleHQ/DoddleOS. Commands read from the repo's manifest — 17 days ago.

What it installs

Skills (5)

  • finance-crosssell

    When the user wants more multi-product households, annual review cross-sell, or life-event triggered offers for finance. Also use when the user mentions "cross-sell," "share of wallet," "annual review," "life events," "next best product," or "multi-product.

  • finance-leads

    When the user wants more advisory appointments, calculator lead magnets, or faster inquiry response for finance. Also use when the user mentions "financial advisor leads," "retirement calculator," "fee comparison," "quote flow," "seminar funnel," "speed to lead," or "appointment rate.

  • finance-onboarding

    When the user wants faster account funding, document collection, or stalled-application rescue for finance. Also use when the user mentions "onboarding," "KYC," "account funding," "application completion," "document collection," or "new account.

  • finance-referrals

    When the user wants more COI referrals, client introductions, or advisor event pipelines for finance. Also use when the user mentions "COI," "CPA referrals," "client introductions," "centers of influence," "advisor events," or "referral tracking.

  • finance-reviews

    When the user wants advisor reviews, compliant testimonials, or finance reputation growth. Also use when the user mentions "advisor reviews," "testimonials compliance," "Google reviews finance," "testimonial disclaimer," or "review responses advisor.

View source on GitHub doddlehq.com

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