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product-roadshow

Generate client-specific corporate product roadshow plans with competitor comparisons and revenue estimates.

580|66|Updated Apr 21, 2025
Search Tags:#compliance#sales enablement#competitor comparison#product-roadshow#corporate banking#need analysis#revenue estimation
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill product-roadshow
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: product-roadshow
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/corporate-banker/product-roadshow
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill product-roadshow

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill solves the problem of preparing a client-specific product roadshow for corporate banking that is accurate, compliant, and not overly generic, by structuring the analysis from client needs to a usable marketing plan.

Core Features & Use Cases

  • Need-driven roadshow generation: Diagnoses 1–3 prioritized customer needs from client profile and business data, then translates them into a restrained product combination (core ≤3, secondary ≤2).
  • Competitive comparison with guardrails: Produces competitor analysis using market-real LPR add/subtract ranges and requires data sourcing to avoid fabricated comparisons.
  • Revenue calculation with transparency: Generates both client-side and bank-side value estimates with explicit assumptions, plus mandatory risk/disclaimer sections for finance/wealth products.
  • Compliance & safety constraints: Enforces “no profit promises,” “no data guessing,” “no skipping workflow steps,” and “redline stop” behavior for requests that violate R1–R3.

Quick Start

Ask the AI to generate a product roadshow for a specific corporate client with the requested roadshow type, and include any available customer background, focus products, and competition context so it can produce the final formatted plan.

Frequently Asked Questions about product-roadshow

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a compliant corporate banking product roadshow for a specific client?▼

To generate a compliant corporate banking product roadshow, input the client profile, business data, and focus products. The system diagnoses customer needs, selects restrained product combinations, and outputs a formatted marketing plan with competitor comparison and revenue estimates.

Can I include competitor comparison in a corporate banking roadshow without fabricating data?▼

Yes, competitor comparison in a corporate banking roadshow requires market-real LPR add/subtract ranges and explicit data sourcing. The system enforces constraints against fabricated data, ensuring all competitive analysis is grounded in verified market information.

What's the best way to estimate bank-side revenue for corporate finance products?▼

The best way to estimate bank-side revenue for corporate finance products is using transparent calculation methods with explicit assumptions. The system generates both client-side and bank-side value estimates, accompanied by mandatory risk and disclaimer sections for finance and wealth products.

Does corporate banking roadshow generation support pre-visit sales preparation?▼

Corporate banking roadshow generation supports pre-visit sales preparation, special marketing campaign preparation, and customer demand response. It structures analysis from client needs to a usable marketing plan, ensuring accurate and compliant pre-visit readiness.

What limitations exist when generating product combinations for corporate clients?▼

Limitations for generating product combinations include a maximum of three core products and two secondary products per roadshow. The system enforces compliance constraints, prohibiting profit promises, data guessing, and overreaching credit decisions through redline stop behavior.

How do I handle customer requests that violate compliance during a product roadshow?▼

To handle compliance violations during a product roadshow, the system enforces redline stop behavior for requests violating constraints R1 through R3. It automatically rejects profit guarantees, fabricated data, and overreaching credit decisions to maintain regulatory compliance.

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