Let’s Build a Product!

Our use case: Affluence Financial is expanding into the realm of Finance Education.

They are worried about the financial literacy of, well, the world at large, and wanted to do something about it. So, they created a few Self-directed Personal Finance courses. These are segmented into mini-lessons given monthly for either 6, 12, or 24 months. Clients will be able to order a print version or an online version.

  • Name it
  • Write a short description (client-facing)
  • Choose an email for notifications

But, you’re not finished! You don’t sell products to clients, you sell actual plans. Think of a Product as the umbrella term for the service or item you’re selling and the Plan as the actual specifications of the product (size, frequency, etc.)

Product Help

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