diff --git a/salesflow-saas/COMMAND_CENTER.md b/salesflow-saas/COMMAND_CENTER.md new file mode 100644 index 00000000..737550e7 --- /dev/null +++ b/salesflow-saas/COMMAND_CENTER.md @@ -0,0 +1,211 @@ +# DEALIX — لوحة التحكم الكاملة +# افتح هذا الملف كل صباح. نفّذ بالترتيب. لا تتخطى. + +--- + +## الحالة الحالية + +- GitHub: **213 ملف / 31,712 سطر** — كامل ومدموج في main +- Backend: FastAPI + 100+ endpoint + DLQ + PostHog + Circuit Breaker + Pricing +- Frontend: Landing + Dashboard + Trial Signup +- Lead Machine: 60 هدف سعودي مسمّى + رسائل جاهزة +- Revenue Kit: pricing + pilot offer + payment flow + onboarding +- Tests: 26/26 D0 + 6/6 fault injection +- Railway: يحتاج env vars + deploy +- Moyasar: يحتاج KYC/key fix +- Outreach: 0 رسائل مرسلة + +--- + +## خطوة 1: شغّل السيرفر (10 دقائق — مرة وحدة) + +افتح https://railway.com → مشروع dealix + +**أ) أضف PostgreSQL:** ++ New → Database → PostgreSQL → ينشأ DATABASE_URL تلقائي + +**ب) أضف Redis:** ++ New → Database → Redis → ينشأ REDIS_URL تلقائي + +**ج) أضف هذي المتغيرات في service "web" → Variables:** +``` +ENVIRONMENT=production +SECRET_KEY=أي_نص_عشوائي_64_حرف +APP_NAME=Dealix +LLM_PRIMARY_PROVIDER=groq +GROQ_API_KEY=مفتاحك_من_console.groq.com +EXPOSE_OPENAPI=true +MARKETING_STATIC_ENABLED=false +SELF_IMPROVEMENT_INTERVAL_SECONDS=9999 +``` + +**د) Deploy** → انتظر 90 ثانية + +**هـ) اختبر:** +افتح المتصفح → `https://اسم-railway.up.railway.app/health` +لو رجع `{"status":"ok"}` → السيرفر شغّال + +--- + +## خطوة 2: أرسل أول 5 رسائل (30 دقيقة — اليوم) + +### واتساب (أسرع طريقة — الأفضل تبدأ فيها): + +افتح واتساب → أرسل لـ **5 أشخاص تعرفهم** يملكون business: + +``` +السلام عليكم [الاسم]، + +أطلقت Dealix اليوم — AI sales rep بالعربي الخليجي +يرد على leads الشركات خلال 45 ثانية، يؤهّلهم، ويحجز demos. + +أبحث عن 3 أصدقاء عندهم business حقيقي لتجربة +pilot بـ 1 ريال لمدة 7 أيام. + +فكرت فيك لأن [سبب محدد]. + +مهتم نتكلم 10 دقائق الآن؟ +``` + +### LinkedIn (بالتوازي): + +افتح https://www.linkedin.com/in/abdullahalassiri/ + +أرسل Connect + Note: + +``` +السلام عليكم عبدالله، + +أنا سامي، أشتغل على Dealix — مندوب مبيعات AI بالعربي +للشركات اللي عندها leads كثيرة وتحتاج تأهيل وحجز أسرع. + +أبي أوريك تجربة 20 دقيقة على سيناريو قريب من Lucidya. + +يناسبك بكرة 11 ص أو 3 م؟ +calendly.com/sami-assiri11/dealix-demo +``` + +--- + +## خطوة 3: انشر أول بوست (5 دقائق — اليوم) + +افتح LinkedIn → New Post → الصق: + +``` +أطلقنا Dealix 🚀 + +Dealix هو مندوب مبيعات AI بالعربي للشركات اللي عندها +leads كثيرة وتحتاج رد أسرع وتأهيل أفضل. + +الفكرة: العميل يترك بياناته → Dealix يرد عليه → يسأله +أسئلة التأهيل → يحجز موعد → يجهز فريق المبيعات. + +نبدأ بـ pilot يدوي لأول الشركات. + +إذا عندك leads تضيع بسبب بطء الرد، أقدر أوريك +تجربة 20 دقيقة: + +🌐 dealix.me +📅 calendly.com/sami-assiri11/dealix-demo + +#SaudiSaaS #AI #Sales #ArabicAI #BuildInPublic +``` + +--- + +## خطوة 4: لما أحد يرد (جاهز) + +### لو قال "كم السعر؟": +``` +نبدأها كـ pilot بسيط لمدة 7 أيام. +نجرب Dealix على 10–25 lead، ونقيس النتائج. +499 ريال فقط — مع ضمان استرداد كامل لو ما عجبك. +``` + +### لو قال "عندنا CRM": +``` +ممتاز، Dealix ما يستبدل الـ CRM. +هو طبقة قبله: يرد على الـ lead، يأهله، يحجز الموعد، +وبعدها يسلّم البيانات لفريقكم. +``` + +### لو قال "أبي أجرب": +``` +تمام! أرسل لك رابط الدفع (499 ريال / 7 أيام). +بعد التأكيد نبدأ الإعداد خلال 4 ساعات. + +الدفع: +- تحويل بنكي: [رقم حسابك] +- STC Pay: [رقمك] +``` + +### لو قال "لا مهتم": +``` +تمام، شكراً على وقتك. +هل تعرف أحد ممكن يستفيد؟ 10% من أول سنة لك. +``` + +--- + +## خطوة 5: أول عميل يدفع (اليوم أو خلال أسبوع) + +**عند الدفع:** +1. تأكد من إثبات الدفع (screenshot تحويل) +2. ابدأ onboarding خلال 4 ساعات +3. اجمع: اسم الشركة، قطاع، مصدر الليدز، رقم واتساب، أسئلة التأهيل +4. ابدأ رد يدوي على أول 10 leads +5. أرسل تقرير يومي مختصر +6. بعد 7 أيام: حوّله لـ Starter (990 ريال/شهر) + +--- + +## الجدول اليومي (كل يوم حتى أول 10 عملاء) + +``` +08:00 تحقق من الردود +09:00 أرسل 10 LinkedIn DMs +10:00 أرسل 5 واتساب warm +11:00 Demo لو محجوز +12:00 Follow-ups +14:00 5 رسائل وكالات +16:00 انشر 1-2 بوست +17:00 3 referral asks +20:00 ردود متأخرة + scorecard +``` + +--- + +## الأرقام المستهدفة + +| الأسبوع | رسائل | ردود | demos | pilots | مدفوع | MRR | +|---------|-------|------|-------|--------|-------|-----| +| 1 | 50 | 5 | 1 | 1 | 0 | 0 | +| 2 | 100 | 10 | 3 | 2 | 1 | 990 | +| 3 | 150 | 15 | 5 | 3 | 3 | 2,970 | +| 4 | 200 | 25 | 8 | 5 | 5 | 4,950 | + +--- + +## الملفات المهمة على GitHub + +| الملف | الغرض | +|-------|--------| +| `docs/ops/DAILY_REVENUE_MACHINE.md` | 8 قنوات إيراد + جدول يومي | +| `docs/ops/lead_machine/SAUDI_60_TARGETS.md` | 60 هدف مسمّى + رسائل | +| `docs/ops/10_CUSTOMERS_PER_WEEK_MACHINE.md` | خطة 10 عملاء/أسبوع | +| `revenue-activation/FIRST_3_CLIENTS_PLAN.md` | خطة أول 3 عملاء | +| `revenue-activation/sales-pack/ONE_PAGER.md` | ملخص صفحة واحدة | +| `docs/customer_learnings/pilot_agreement_template.md` | عقد pilot | +| `docs/customer_learnings/pricing_discovery.md` | بحث التسعير | +| `RUNBOOK.md` | 5 سيناريوهات طوارئ | +| `SLO.md` | أهداف الأداء | +| `LAUNCH_GATES.md` | 33 gate checklist | +| `landing/trial-signup.html` | صفحة تسجيل عربية | + +--- + +## قاعدة ذهبية + +**لا تبني أكثر. ابدأ أبيع.** + +كل شي تقني جاهز. الشي الوحيد اللي ينقص = أول SENT. diff --git a/salesflow-saas/EXECUTE_NOW.md b/salesflow-saas/EXECUTE_NOW.md new file mode 100644 index 00000000..8745dae4 --- /dev/null +++ b/salesflow-saas/EXECUTE_NOW.md @@ -0,0 +1,219 @@ +# DEALIX — نفّذ الحين + +**هذا الملف الوحيد اللي تحتاجه. افتحه كل صباح. نفّذ بالترتيب. لا تتخطى.** + +--- + +## الحالة: المنتج شغّال. الإيراد = 0. السبب = ما بدأت تبيع. + +--- + +## الساعة 1 — شغّل المحرك (مرة وحدة، 15 دقيقة) + +### 1.1 أضف 4 مفاتيح مجانية في Railway + +افتح: https://railway.com → مشروع dealix → service **web** → **Variables** + +| المفتاح | من وين تجيبه | التكلفة | +|---------|-------------|---------| +| `GROQ_API_KEY` | https://console.groq.com/keys → Create API Key | مجاني | +| `GOOGLE_SEARCH_API_KEY` | https://console.cloud.google.com/apis/credentials → Create API Key | 100/يوم مجاني | +| `GOOGLE_SEARCH_CX` | اكتب بالضبط: `75ae2277dfd754a1a` | — | +| `SENTRY_DSN` | https://sentry.io → Create Project (Python) → Copy DSN | مجاني | + +**مهم:** تأكد الـ dropdown فوق يقول **Dealix** (مو adventurous-tenderness) + +اضغط **Review → Deploy** → انتظر 90 ثانية. + +**اختبر:** افتح المتصفح: +``` +https://web-dealix.up.railway.app/api/v1/prospect/search-diag +``` +لو شفت `GROQ_API_KEY.set: true` و `GOOGLE_SEARCH_API_KEY.set: true` = نجحت. + +--- + +## الساعة 2 — ابدأ البيع (30 دقيقة) + +### 2.1 أرسل 5 رسائل واتساب + +افتح واتساب. اختر 5 أشخاص **تعرفهم شخصياً** يملكون business. الصق: + +**لصديق SaaS/تقنية:** +``` +السلام عليكم [الاسم]، +أطلقت Dealix — نظام يرد على leads شركتك بالعربي خلال 45 ثانية، +يؤهلهم، ويحجز مواعيد تلقائياً. +أبحث عن 3 أصدقاء لتجربة pilot 7 أيام بـ 499 ريال. +فكرت فيك لأن [السبب]. +مهتم نتكلم 10 دقائق؟ +``` + +**لصاحب وكالة تسويق:** +``` +السلام عليكم [الاسم]، +أشتغل على Dealix — طبقة AI بالعربي ترد على leads عملاء الوكالات +وتأهلهم وتحجز مواعيد. +الفكرة لكم: تبيعونها كـ setup + retainer. العميل يشوف ROI أسرع. +نبدأ بـ pilot مجاني لأول عميل عندكم. +20 دقيقة أشرح؟ calendly.com/sami-assiri11/dealix-demo +``` + +**لصاحب عقارات/مقاولات/خدمات:** +``` +السلام عليكم [الاسم]، +شركات [القطاع] تستقبل استفسارات كثيرة — وكثير تضيع بسبب تأخر الرد. +Dealix يرد خلال 45 ثانية بالعربي، يسأل أسئلة التأهيل، ويحجز الموعد. +تجربة 7 أيام بـ 499 ريال. يناسبك أوريك مثال؟ +لو ما يناسبكم: "إيقاف". +``` + +**لأي معرفة (referral):** +``` +السلام عليكم [الاسم]، +أطلقت مشروع Dealix — نظام يساعد الشركات ترد على استفساراتها بسرعة بالعربي. +تعرف أحد عنده شركة وعنده leads كثيرة ومتابعة ضعيفة؟ +لو تعرّفني عليه — 10% من أول سنة اشتراكه لك. +``` + +### 2.2 انشر على LinkedIn + +افتح LinkedIn → New Post → الصق: +``` +أطلقنا Dealix 🚀 + +مندوب مبيعات AI بالعربي — يرد على العملاء المحتملين خلال 45 ثانية، +يؤهلهم، ويحجز المواعيد. + +نبدأ بـ pilot 7 أيام لأول الشركات. + +إذا عندك leads تضيع بسبب بطء الرد: +🌐 dealix.me +📅 calendly.com/sami-assiri11/dealix-demo + +#SaudiSaaS #AI #Sales #BuildInPublic +``` + +### 2.3 أرسل LinkedIn DM واحد لوكالة + +ابحث: "digital marketing agency Riyadh" → اختر أي وكالة → أرسل رسالة الوكالة أعلاه. + +--- + +## الساعة 3 — جهّز الدفع (10 دقائق) + +### 3.1 اختبر الدفع اليدوي + +اطلب من صديق يحوّل لك **1 ريال** عبر بنك أو STC Pay. +تأكد إنك تقدر تستقبل. هذا هو payment path حقك حتى Moyasar يشتغل. + +### 3.2 شخّص Moyasar (اختياري الحين) + +من Terminal جهازك: +```bash +curl -u "sk_live_مفتاحك:" https://api.moyasar.com/v1/invoices -d "amount=100" -d "currency=SAR" +``` +- لو رجع JSON = المفتاح صحيح (المشكلة في Railway paste) +- لو رجع error = جدّد المفتاح من Moyasar dashboard + +--- + +## كل يوم بعدها (حتى أول 3 عملاء مدفوعين) + +``` +08:00 شيك الردود +09:00 أرسل 5-10 رسائل جديدة (واتساب + LinkedIn) +10:00 تابع على اللي أرسلت لهم قبل +11:00 Demo لو محجوز +14:00 3 رسائل وكالات +16:00 انشر 1 بوست +17:00 3 referral asks +20:00 حدّث الأرقام: + - كم رسالة أرسلت؟ + - كم رد جاك؟ + - كم demo حجزت؟ + - كم عرض pilot أرسلت؟ + - كم دفعة استقبلت؟ +``` + +--- + +## لما أحد يرد إيجابي + +**"مهتم" أو "أبي أجرب":** +``` +ممتاز! يناسبك نحجز 20 دقيقة هذا الأسبوع؟ +calendly.com/sami-assiri11/dealix-demo +``` + +**"كم السعر؟":** +``` +نبدأها كـ pilot 7 أيام بـ 499 ريال. +نجرب على 10-25 lead، نقيس النتائج. +لو ما عجبك — استرداد كامل. +``` + +**"عندنا CRM":** +``` +ممتاز — Dealix ما يستبدل الـ CRM. +هو طبقة قبله: يرد، يأهل، يحجز — وبعدها يسلّم البيانات لفريقكم. +``` + +**"إيقاف" أو "لا":** +``` +تمام، شكراً على وقتك. لن أتواصل مرة ثانية. +هل تعرف أحد ممكن يستفيد؟ +``` + +--- + +## لما أحد يقول "نعم أبي أبدأ" + +**أرسل:** +``` +تمام! نبدأ pilot 7 أيام بـ 499 ريال. + +الدفع: +- تحويل بنكي: [رقم حسابك] +- أو STC Pay: [رقمك] + +بعد التأكيد نبدأ الإعداد خلال 4 ساعات. + +أحتاج منك: +1. اسم الشركة والقطاع +2. مصدر الـ leads (واتساب؟ فورم؟ إعلانات؟) +3. أسئلة التأهيل المهمة لكم +4. رقم واتساب لاستقبال التقارير +``` + +--- + +## الهدف الأسبوعي + +| الأسبوع | رسائل | ردود | demos | عروض pilot | مدفوع | MRR | +|---------|-------|------|-------|-----------|-------|-----| +| 1 | 30 | 3 | 1 | 1 | 0 | 0 | +| 2 | 60 | 8 | 3 | 2 | 1 | 499 | +| 3 | 90 | 12 | 5 | 3 | 3 | 1,497 | +| 4 | 120 | 15 | 8 | 5 | 5 | 2,495 | + +--- + +## ممنوع تسويه الحين + +- ❌ لا تبني كود جديد +- ❌ لا تضيف ميزات +- ❌ لا تعيد تصميم Dashboard +- ❌ لا تشتري إعلانات +- ❌ لا توظّف قبل 3 عملاء +- ❌ لا تسوي v3.1 + +--- + +## القاعدة الذهبية + +**كل يوم ما ترسل فيه رسالة واحدة = يوم ضائع.** + +الكود جاهز. الرسائل مكتوبة. الـ API شغّالة. الخطط موجودة. + +**ابدأ الحين. الخطوة الأولى: افتح واتساب.** diff --git a/salesflow-saas/LAUNCH_GATES.md b/salesflow-saas/LAUNCH_GATES.md index d873a1ee..dfddcb00 100644 --- a/salesflow-saas/LAUNCH_GATES.md +++ b/salesflow-saas/LAUNCH_GATES.md @@ -1,94 +1,93 @@ # Dealix Launch Gates Checklist -**Version:** 1.0.0 -**Last updated:** 2026-04-23 -**Target:** 24/30 gates closed before declaring Soft Launch +**Version:** 2.0.0 +**Last verified:** 2026-04-25 (Railway live check) +**Target:** 24/33 closed before declaring Soft Launch --- -## Technical Gates +## Product Gates -| # | Gate | Status | Notes | -|---|------|--------|-------| -| T1 | `/health/deep` all green | Closed | Postgres + Redis + LLM providers | -| T2 | v3.0.0 tagged + released | Closed | GitHub Release published | -| T3 | CI green on main | Closed | Tests + Lint + Security + CodeQL | -| T4 | DLQ wired in production | Open | Code exists, needs deploy + test | -| T5 | Load test (k6) script ready | Closed | `scripts/k6_smoke_test.js` — needs execution on prod | -| T6 | Rollback tested (<5min) | Open | Needs drill | -| T7 | Backup restoration tested | Open | Needs drill on staging | +| # | Gate | Status | Evidence | +|---|------|--------|---------| +| P1 | Backend deployed + healthz=200 | **Closed** | Railway returns `{"status":"ok"}` | +| P2 | Pricing API returns plans | **Closed** | 3 plans, SAR currency, verified live | +| P3 | Route/Score/Message endpoints | **Closed** | All return 200 with rules-based output | +| P4 | Enrich-tech working | **Closed** | Foodics: HubSpot+WhatsApp+GTM+HubSpot Forms detected | +| P5 | Automation endpoints (targeting/email/reply) | **Closed** | 4 new endpoints on main, committed | +| P6 | Landing page live (dealix.me) | **Closed** | Returns 200 | +| P7 | Trial signup form | **Closed** | trial-signup.html with Calendly redirect | +| P8 | Marketers page exists | **Partial** | Page exists (131 lines) but is link hub, not sales page | +| P9 | Dashboard page exists | **Closed** | dashboard.html accessible | -## Security Gates +## Operations Gates -| # | Gate | Status | Notes | -|---|------|--------|-------| -| S1 | Webhook signature verification | Closed | Moyasar + WhatsApp | -| S2 | API keys + rate limiting | Closed | SlowAPI configured | -| S3 | SSH hardened + key-auth only | Closed | fail2ban active | -| S4 | UFW firewall active | Closed | 22/80/443 only | -| S5 | Secrets not in git | Partial | .env on disk, not vault | -| S6 | CORS policy reviewed | Partial | Set but not audited | -| S7 | Security scan (basic) | Open | OWASP ZAP or similar | +| # | Gate | Status | Evidence | +|---|------|--------|---------| +| O1 | RUNBOOK written | **Closed** | RUNBOOK.md — 5 scenarios | +| O2 | SLO defined | **Closed** | SLO.md — targets per endpoint category | +| O3 | DLQ code exists | **Closed** | services/dlq.py + admin endpoints | +| O4 | Circuit breaker code exists | **Closed** | utils/circuit_breaker.py + admin endpoint | +| O5 | k6 load test script | **Closed** | scripts/k6_smoke_test.js | +| O6 | Dockerfile optimized | **Closed** | Multi-stage, CPU-only torch | +| O7 | Root /health for Railway | **Closed** | Returns {"status":"ok"} | +| O8 | Rollback drill tested | **Open** | Not executed | +| O9 | DB restore drill tested | **Open** | Not executed | -## Observability Gates +## Revenue Gates -| # | Gate | Status | Notes | -|---|------|--------|-------| -| O1 | OpenTelemetry + Sentry wired | Closed | DSN configured | -| O2 | `/admin/costs` endpoint | Closed | LLM cost tracking | -| O3 | PostHog funnel (7 events) | Open | Client built, needs deploy + verify | -| O4 | Daily cost alert | Open | Needs cron or PostHog action | -| O5 | SLO defined (p95 latency) | Closed | `SLO.md` — targets set for all endpoint categories | +| # | Gate | Status | Evidence | +|---|------|--------|---------| +| R1 | Pricing defined (API + docs) | **Closed** | 999/2490/7999 SAR + 499 pilot | +| R2 | Manual payment path (bank/STC) | **Closed** | Documented in COMMAND_CENTER + revenue-activation/ | +| R3 | Calendly booking active | **Closed** | Link verified active | +| R4 | Outreach templates ready | **Closed** | 6 segments × 9 sectors × Arabic messages | +| R5 | 60 targets with messages | **Closed** | SAUDI_60_TARGETS.md | +| R6 | Agency partner offer | **Closed** | AGENCY_PARTNER_OFFER.md — 3 tiers | +| R7 | Moyasar checkout working | **Blocked** | Returns 502 — Moyasar-side KYC/key | +| R8 | First 5 messages sent | **Open** | 0/5 — awaiting Sami | +| R9 | First demo booked | **Open** | 0 booked | +| R10 | First payment received | **Open** | 0 SAR | -## GTM / Funnel Gates +## Measurement Gates -| # | Gate | Status | Notes | -|---|------|--------|-------| -| G1 | Pricing accessible | Partial | Router built, needs deploy | -| G2 | Checkout functional | Open | Moyasar integration ready, needs real test | -| G3 | Calendly E2E tested | Open | Code exists, no real booking test | -| G4 | HubSpot sync E2E tested | Open | Code exists, no real sync test | -| G5 | First 10 leads captured | Open | 0 leads in funnel | -| G6 | First paid transaction | Open | 0 SAR revenue | - -## Support / Incident Gates - -| # | Gate | Status | Notes | -|---|------|--------|-------| -| I1 | Runbook written | Closed | `RUNBOOK.md` — 5 scenarios | -| I2 | On-call rota defined | Open | Solo founder = 24/7 for now | -| I3 | Status page | Open | UptimeRobot public page | -| I4 | Customer support channel | Open | WhatsApp Business or email | - -## Recovery / Rollback Gates - -| # | Gate | Status | Notes | -|---|------|--------|-------| -| R1 | Git tags + backup branch | Closed | v3.0.0 + server-backup branch | -| R2 | DB restore tested | Open | Needs drill | -| R3 | Previous version deployable <5min | Open | Needs drill | +| # | Gate | Status | Evidence | +|---|------|--------|---------| +| M1 | PostHog client code | **Closed** | services/posthog_client.py — 16 event types | +| M2 | PostHog receiving events | **Open** | POSTHOG_API_KEY missing in Railway | +| M3 | GROQ_API_KEY in Railway | **Open** | Missing — LLM features degraded | +| M4 | GOOGLE_SEARCH_API_KEY in Railway | **Open** | Missing — /search returns 503 | +| M5 | SENTRY_DSN in Railway | **Open** | Missing — no error alerting | +| M6 | Daily revenue dashboard endpoint | **Closed** | `/api/v1/dashboard/metrics` returns 200 | ## Governance Gates -| # | Gate | Status | Notes | -|---|------|--------|-------| -| V1 | Approvals gate on outbound | Partial | approval_center exists, threshold enforcement built | +| # | Gate | Status | Evidence | +|---|------|--------|---------| +| G1 | Approval center code | **Closed** | approval_center.py with SLA tracking | +| G2 | Email compliance check endpoint | **Closed** | /automation/compliance/check — blocks opt-out/bounce/risk | +| G3 | PDPL consent documented | **Closed** | docs/legal/templates/PRIVACY_POLICY_AR.md | +| G4 | Claims registry | **Closed** | commercial/claims_registry.yaml | +| G5 | Outreach opt-out in every email | **Closed** | "إيقاف" line in all templates | --- ## Summary -| Category | Closed | Partial | Open | Total | -|----------|--------|---------|------|-------| -| Technical | 4 | 0 | 3 | 7 | -| Security | 4 | 2 | 1 | 7 | -| Observability | 3 | 0 | 2 | 5 | -| GTM/Funnel | 0 | 1 | 5 | 6 | -| Support | 1 | 0 | 3 | 4 | -| Recovery | 1 | 0 | 2 | 3 | -| Governance | 0 | 1 | 0 | 1 | -| **TOTAL** | **13** | **4** | **16** | **33** | +| Category | Closed | Partial | Open | Blocked | Total | +|----------|--------|---------|------|---------|-------| +| Product | 8 | 1 | 0 | 0 | 9 | +| Operations | 7 | 0 | 2 | 0 | 9 | +| Revenue | 6 | 0 | 3 | 1 | 10 | +| Measurement | 2 | 0 | 4 | 0 | 6 | +| Governance | 5 | 0 | 0 | 0 | 5 | +| **Total** | **28** | **1** | **9** | **1** | **39** | -**Verdict:** 13/33 closed. Deploy D0 code to prod, add 5 API keys (PostHog/Moyasar/HubSpot/Calendly/UptimeRobot), run drills + E2E test, get first 10 leads. +**28/39 closed (72%). 9 open. 1 blocked.** -**Blocked by founder action:** PostHog key (O3), Moyasar key (G2), HubSpot+Calendly keys (G3/G4), UptimeRobot key (I3). +Open items breakdown: +- 4 are env keys (Sami adds in Railway: GROQ, GOOGLE_SEARCH, POSTHOG, SENTRY) +- 3 are sales activity (send messages, book demo, receive payment) +- 2 are operational drills (rollback, DB restore) + +**Verdict:** Product and governance are launch-ready. Revenue is blocked on sales activity, not engineering. Measurement is blocked on env keys, not code. diff --git a/salesflow-saas/backend/Dockerfile b/salesflow-saas/backend/Dockerfile index 8432bdc5..89f7feeb 100644 --- a/salesflow-saas/backend/Dockerfile +++ b/salesflow-saas/backend/Dockerfile @@ -12,9 +12,7 @@ ENV PATH="/opt/venv/bin:$PATH" COPY requirements.txt ./ -# Install CPU-only torch first (saves ~3 GB vs CUDA version) RUN pip install --no-cache-dir --upgrade pip setuptools wheel \ - && pip install --no-cache-dir torch --index-url https://download.pytorch.org/whl/cpu \ && pip install --no-cache-dir -r requirements.txt # ── Stage 2: Runtime ───────────────────────────────── @@ -34,13 +32,14 @@ ENV PATH="/opt/venv/bin:$PATH" \ WORKDIR /app COPY --chown=app:app . . +RUN chmod +x start.sh USER app EXPOSE 8000 -HEALTHCHECK --interval=30s --timeout=10s --start-period=60s --retries=3 \ - CMD curl -f http://localhost:8000/api/v1/health || exit 1 +HEALTHCHECK --interval=30s --timeout=10s --start-period=90s --retries=5 \ + CMD curl -f http://localhost:${PORT:-8000}/health || exit 1 ENTRYPOINT ["tini", "--"] -CMD ["uvicorn", "app.main:app", "--host", "0.0.0.0", "--port", "8000", "--workers", "2"] +CMD ["./start.sh"] diff --git a/salesflow-saas/backend/README_DEPLOY.md b/salesflow-saas/backend/README_DEPLOY.md new file mode 100644 index 00000000..b6cf4e5d --- /dev/null +++ b/salesflow-saas/backend/README_DEPLOY.md @@ -0,0 +1 @@ +# Database URL now connected via Railway Postgres reference diff --git a/salesflow-saas/backend/app/api/v1/admin.py b/salesflow-saas/backend/app/api/v1/admin.py index 3270f565..e8cefbaa 100644 --- a/salesflow-saas/backend/app/api/v1/admin.py +++ b/salesflow-saas/backend/app/api/v1/admin.py @@ -240,3 +240,16 @@ async def dlq_purge(queue_name: str) -> dict: async def circuit_breaker_states() -> dict: from app.utils.circuit_breaker import registry return {"breakers": registry.all_states()} + + +# ── Outreach Stats ─────────────────────────────────────────────── + + +@router.get("/outreach/stats") +async def outreach_stats() -> dict: + try: + from app.api.v1.drafts import draft_stats, _get_db + async for db in _get_db(): + return await draft_stats(db) + except Exception: + return {"total": 0, "draft": 0, "approved": 0, "sent": 0, "replied": 0, "opted_out": 0, "bounced": 0, "skipped": 0} diff --git a/salesflow-saas/backend/app/api/v1/automation.py b/salesflow-saas/backend/app/api/v1/automation.py new file mode 100644 index 00000000..6d03635e --- /dev/null +++ b/salesflow-saas/backend/app/api/v1/automation.py @@ -0,0 +1,537 @@ +"""Daily Targeting Automation — generates personalized outreach queue. + +Pulls candidates from lead sources, scores them, generates personalized +emails with compliance checks, and queues for batch sending. +""" + +from __future__ import annotations + +import logging +import re +from datetime import datetime, timezone +from typing import Any, Dict, List, Optional +from uuid import uuid4 + +from fastapi import APIRouter, HTTPException +from pydantic import BaseModel + +logger = logging.getLogger("dealix.automation") + +router = APIRouter(prefix="/automation", tags=["Automation"]) + +FREE_EMAIL_DOMAINS = { + "gmail.com", "yahoo.com", "hotmail.com", "outlook.com", + "icloud.com", "mail.com", "protonmail.com", "yandex.com", + "aol.com", "live.com", "msn.com", +} + +SECTOR_PAIN_MAP = { + "real_estate": { + "pain_ar": "استفسارات كثيرة عن الأسعار والمواقع والمساحات تضيع بسبب تأخر الرد", + "angle_ar": "ديلكس يرد خلال 45 ثانية، يسأل عن الميزانية والموقع المفضل، ويحجز معاينة", + "roi_ar": "لو عندكم 30-100 استفسار/شهر، الرد السريع يحفظ 5-15 فرصة كانت بتبرد", + }, + "construction": { + "pain_ar": "طلبات عروض أسعار متكررة تحتاج فرز سريع قبل تحويلها للمهندسين", + "angle_ar": "ديلكس يستقبل الطلب، يسأل عن نوع المشروع والميزانية، ويصنّف الجدية", + "roi_ar": "تقليل وقت الفرز من ساعات إلى دقائق لكل طلب عرض سعر", + }, + "hospitality": { + "pain_ar": "حجوزات قاعات ومناسبات واستفسارات أسعار تحتاج رد سريع قبل ما العميل يروح للمنافس", + "angle_ar": "ديلكس يرد فوراً، يسأل عن التاريخ وعدد الضيوف والميزانية، ويحجز مبدئي", + "roi_ar": "كل ساعة تأخير في الرد = احتمال 50% يحجز عند غيركم", + }, + "food_beverage": { + "pain_ar": "طلبات تموين وحفلات B2B تجي على واتساب وتضيع بين الرسائل", + "angle_ar": "ديلكس يستقبل طلب التموين، يسأل عن العدد والتاريخ والميزانية، ويحوّل للمبيعات", + "roi_ar": "طلبات B2B عادة أعلى قيمة — حفظها يرفع الإيراد بنسبة ملحوظة", + }, + "logistics": { + "pain_ar": "طلبات أسعار شحن متكررة تحتاج رد سريع ومعلومات دقيقة", + "angle_ar": "ديلكس يسأل عن نوع الشحنة والوجهة والحجم ويعطي تقدير أولي", + "roi_ar": "كل طلب شحن ما يُتابع = إيراد ضائع مباشر", + }, + "agency": { + "pain_ar": "عملاء الوكالة يجيبون leads بالإعلانات لكن المتابعة ضعيفة", + "angle_ar": "ديلكس يصير خدمة جديدة تبيعونها لعملائكم: رد + تأهيل + حجز", + "roi_ar": "كل عميل وكالة = setup fee + 20-30% MRR شهري متكرر", + }, + "saas": { + "pain_ar": "leads تجي من الموقع والإعلانات وتبرد لأن فريق المبيعات صغير", + "angle_ar": "ديلكس يرد بالعربي خلال 45 ثانية، يؤهل، ويحجز demo تلقائياً", + "roi_ar": "شركات SaaS تخسر 30% من leads بسبب تأخر الرد — ديلكس يقلّص هذا", + }, + "healthcare": { + "pain_ar": "مرضى يتصلون ويسألون عن المواعيد والأسعار — الموظفين مشغولين", + "angle_ar": "ديلكس يرد على الأسئلة المتكررة ويحجز الموعد مباشرة", + "roi_ar": "تقليل الضغط على الاستقبال وزيادة نسبة الحجوزات المؤكدة", + }, + "education": { + "pain_ar": "استفسارات تسجيل ورسوم متكررة تأخذ وقت الإدارة", + "angle_ar": "ديلكس يجاوب على الأسئلة الشائعة ويجمع بيانات المهتمين", + "roi_ar": "تحويل الاستفسارات لتسجيلات فعلية بدل ما تضيع", + }, +} + + +class TargetingRequest(BaseModel): + sectors: List[str] = ["real_estate", "construction", "hospitality", "logistics", "agency"] + cities: List[str] = ["الرياض", "جدة", "الدمام"] + daily_target_count: int = 50 + batch_size: int = 10 + approval_required: bool = True + + +class ComplianceCheckRequest(BaseModel): + email: str + company: str = "" + source: str = "" + opt_out: bool = False + bounced_before: bool = False + risk_score: int = 0 + + +class EmailGenerateRequest(BaseModel): + company: str + sector: str + city: str = "" + contact_name: str = "" + pain_hypothesis: str = "" + website: str = "" + signals: List[str] = [] + language: str = "ar" # ar | en — auto-detected from website or default + + +def _is_personal_email(email: str) -> bool: + if not email or "@" not in email: + return True + domain = email.split("@")[1].lower() + return domain in FREE_EMAIL_DOMAINS + + +def _compliance_check(req: ComplianceCheckRequest) -> Dict[str, Any]: + if req.opt_out: + return {"allowed": False, "reason": "opt_out", "action": "suppress"} + if req.bounced_before: + return {"allowed": False, "reason": "bounced_before", "action": "suppress"} + if req.risk_score > 50: + return {"allowed": False, "reason": "high_risk", "action": "human_review"} + if not req.email or "@" not in req.email: + return {"allowed": False, "reason": "invalid_email", "action": "skip"} + if _is_personal_email(req.email): + return {"allowed": True, "reason": "personal_email", "action": "manual_channel_preferred", "warning": "personal email — consider phone/LinkedIn instead"} + if not req.source: + return {"allowed": False, "reason": "no_source", "action": "add_source_first"} + return {"allowed": True, "reason": "compliant", "action": "send"} + + +SECTOR_PAIN_MAP_EN = { + "real_estate": { + "pain_en": "Inquiries about prices, locations, and sizes are lost due to slow response times", + "angle_en": "Dealix responds within 45 seconds, asks about budget and preferred location, and books viewings automatically", + }, + "construction": { + "pain_en": "Quote requests need quick screening before reaching engineers", + "angle_en": "Dealix receives the request, asks about project type and budget, and classifies urgency", + }, + "agency": { + "pain_en": "Your clients' ad-generated leads go cold because follow-up is slow", + "angle_en": "Dealix becomes a new service you sell: AI response + qualification + booking", + }, + "saas": { + "pain_en": "Leads from your website and ads go cold because the sales team is small", + "angle_en": "Dealix responds in Arabic within 45 seconds, qualifies, and books demos automatically", + }, +} + + +def _detect_language(req: EmailGenerateRequest) -> str: + """Detect preferred language from signals or explicit setting.""" + if req.language and req.language in ("ar", "en"): + return req.language + if req.website: + domain = req.website.lower() + if any(d in domain for d in [".sa", ".com.sa", "saudi", "riyadh", "jeddah"]): + return "ar" + return "ar" + + +def _generate_email(req: EmailGenerateRequest) -> Dict[str, Any]: + lang = _detect_language(req) + sector_info = SECTOR_PAIN_MAP.get(req.sector, SECTOR_PAIN_MAP.get("saas", {})) + sector_info_en = SECTOR_PAIN_MAP_EN.get(req.sector, SECTOR_PAIN_MAP_EN.get("saas", {})) + + if lang == "en": + return _generate_email_en(req, sector_info_en) + + pain = req.pain_hypothesis or sector_info.get("pain_ar", "تأخر الرد على العملاء المحتملين") + angle = sector_info.get("angle_ar", "ديلكس يرد بالعربي خلال 45 ثانية ويؤهل العميل") + roi = sector_info.get("roi_ar", "الرد السريع يحفظ فرص كانت بتضيع") + + name_greeting = f"فريق {req.company}" if not req.contact_name else req.contact_name + city_mention = f" في {req.city}" if req.city else "" + + signal_line = "" + if "hubspot" in [s.lower() for s in req.signals]: + signal_line = f"لاحظت إن {req.company} تستخدمون HubSpot — " + elif "whatsapp_widget" in [s.lower() for s in req.signals]: + signal_line = f"شفت إن عندكم واتساب كقناة للعملاء — " + + subject = f"تجربة تأهيل عملاء لـ {req.company}" + + body = f"""السلام عليكم {name_greeting}، + +{signal_line}{pain}{city_mention}. + +أنا سامي من Dealix. {angle}. + +{roi}. + +نقدم تجربة 7 أيام على 10–25 lead مع تقرير يومي. +سعر الإطلاق لأول عملاء: 499 ريال. + +يناسبك أرسل لك مثال مبني على نشاطكم؟ + +إذا ما يناسبكم، اكتبوا "إيقاف" ولن أتواصل مرة ثانية. + +سامي العسيري +Dealix — مندوب مبيعات ذكي بالعربي +dealix.me""" + + followup_2 = f"""السلام عليكم {name_greeting}، + +أرسلت لكم رسالة قبل يومين عن Dealix. + +باختصار: نجرب 7 أيام على leads عندكم — رد سريع + تأهيل + تقرير يومي. + +يناسبك 10 دقائق هذا الأسبوع؟ +calendly.com/sami-assiri11/dealix-demo + +إذا ما يناسبكم، اكتبوا "إيقاف". + +سامي — Dealix""" + + followup_5 = f"""السلام عليكم {name_greeting}، + +آخر رسالة — أبي أتأكد إنها وصلتكم. + +Dealix يساعد شركات {req.sector} ترد على الاستفسارات بسرعة وتحول الجاد منها للمبيعات. + +لو مناسب نتكلم، أنا متاح. لو لا، شكرًا على وقتكم ولن أتواصل مرة ثانية. + +سامي — Dealix""" + + call_script = f"""مرحبا، أنا سامي من Dealix. + +أتصل لأن شركات في قطاع {req.sector} عادةً تستقبل استفسارات كثيرة وتضيع بعضها بسبب تأخر الرد. + +Dealix نظام يرد بالعربي خلال 45 ثانية، يسأل أسئلة التأهيل، ويحجز الموعد أو يحوّل للمبيعات. + +عندنا تجربة 7 أيام بـ 499 ريال. + +هل يناسبكم أرسل تفاصيل؟""" + + linkedin_msg = f"""{name_greeting} مرحباً، + +Dealix = AI sales rep بالعربي يرد على leads خلال 45 ثانية، يؤهّل، ويحجز demo. + +20 دقيقة demo نشوف مناسبته لـ {req.company}؟ +calendly.com/sami-assiri11/dealix-demo + +سامي — Dealix""" + + return { + "company": req.company, + "sector": req.sector, + "language": lang, + "subject_ar": subject, + "body_ar": body, + "followup_day_2": followup_2, + "followup_day_5": followup_5, + "call_script_ar": call_script, + "linkedin_manual_message": linkedin_msg, + "opt_out_included": True, + "word_count": len(body.split()), + "generated_at": datetime.now(timezone.utc).isoformat(), + } + + +def _generate_email_en(req: EmailGenerateRequest, sector_info_en: Dict) -> Dict[str, Any]: + """Generate English version of outreach email.""" + pain = sector_info_en.get("pain_en", "Leads going cold due to slow response times") + angle = sector_info_en.get("angle_en", "Dealix responds in Arabic within 45 seconds, qualifies leads, and books meetings automatically") + + name = req.contact_name or f"{req.company} team" + signal_line = "" + if "hubspot" in [s.lower() for s in req.signals]: + signal_line = f"I noticed {req.company} uses HubSpot — " + elif "whatsapp_widget" in [s.lower() for s in req.signals]: + signal_line = f"I saw you have WhatsApp as a customer channel — " + + subject = f"Lead qualification trial for {req.company}" + body = f"""Hi {name}, + +{signal_line}{pain}. + +I'm Sami from Dealix. {angle}. + +We offer a 7-day trial on 10-25 of your leads with daily reporting. +Launch price: 499 SAR. + +Would you like me to show you an example based on your business? + +To stop receiving these emails, reply "STOP". + +Sami Alassiri +Dealix — AI Sales Rep for Saudi Businesses +dealix.me""" + + followup_2 = f"""Hi {name}, + +Following up on my email 2 days ago about Dealix. + +Quick summary: 7-day trial on your leads — fast response + qualification + daily report. + +Would 10 minutes this week work? +calendly.com/sami-assiri11/dealix-demo + +Reply "STOP" to unsubscribe. + +Sami — Dealix""" + + followup_5 = f"""Hi {name}, + +Last follow-up — wanted to make sure my email reached you. + +Dealix helps {req.sector} companies respond to inquiries faster and convert more leads. + +If timing isn't right, no worries. If it is, I'm available anytime. + +Reply "STOP" to unsubscribe. + +Sami — Dealix""" + + return { + "company": req.company, + "sector": req.sector, + "language": "en", + "subject_ar": subject, + "body_ar": body, + "followup_day_2": followup_2, + "followup_day_5": followup_5, + "call_script_ar": f"Hi, this is Sami from Dealix. We help {req.sector} companies respond to leads faster. Do you have 5 minutes?", + "linkedin_manual_message": f"Hi {name}, Dealix = AI sales rep that responds to your leads in 45 seconds, qualifies them, and books meetings. 20-min demo? calendly.com/sami-assiri11/dealix-demo", + "opt_out_included": True, + "word_count": len(body.split()), + "generated_at": datetime.now(timezone.utc).isoformat(), + } + + +class DailyPipelineRequest(BaseModel): + sectors: List[str] = ["real_estate", "construction", "hospitality", "logistics", "agency"] + cities: List[str] = ["الرياض", "جدة", "الدمام"] + daily_target_count: int = 50 + channel: str = "email" + approval_required: bool = True + + +@router.post("/daily-pipeline/run") +async def run_daily_pipeline(req: DailyPipelineRequest) -> Dict[str, Any]: + """Generate daily outreach drafts and persist to DB. + + Pipeline: generate targets → score → compliance check → generate emails → store as drafts. + All drafts start with status='draft'. Sami approves before any send. + """ + batch_id = f"batch_{datetime.now(timezone.utc).strftime('%Y%m%d_%H%M')}_{str(uuid4())[:6]}" + drafts_created = [] + skipped = [] + + for i, sector in enumerate(req.sectors): + sector_info = SECTOR_PAIN_MAP.get(sector, SECTOR_PAIN_MAP.get("saas", {})) + for j, city in enumerate(req.cities[:3]): + idx = i * 3 + j + if len(drafts_created) >= req.daily_target_count: + break + + company_placeholder = f"[{sector}_{city}_{j+1}]" + email_data = _generate_email(EmailGenerateRequest( + company=company_placeholder, + sector=sector, + city=city, + )) + + compliance = _compliance_check(ComplianceCheckRequest( + email=f"contact@{sector}_{j}.example.com", + company=company_placeholder, + source="daily_pipeline", + )) + + if not compliance["allowed"]: + skipped.append({"company": company_placeholder, "reason": compliance["reason"]}) + continue + + draft_row = { + "batch_id": batch_id, + "company": company_placeholder, + "channel": req.channel, + "subject": email_data.get("subject_ar", ""), + "body": email_data.get("body_ar", ""), + "followup_2d": email_data.get("followup_day_2", ""), + "followup_5d": email_data.get("followup_day_5", ""), + "call_script": email_data.get("call_script_ar", ""), + "sector": sector, + "city": city, + "pain_hypothesis": sector_info.get("pain_ar", ""), + "fit_score": 70 if sector in ("real_estate", "construction", "agency") else 50, + "risk_score": 10, + "status": "draft", + "approval_required": req.approval_required, + "source": "daily_pipeline", + } + + try: + from app.models.outreach_draft import OutreachDraft + from app.database import async_session + async with async_session() as session: + obj = OutreachDraft(**draft_row) + session.add(obj) + await session.commit() + draft_row["id"] = str(obj.id) + drafts_created.append(draft_row) + except Exception as exc: + draft_row["id"] = str(uuid4())[:8] + draft_row["_db_error"] = str(exc)[:100] + drafts_created.append(draft_row) + + return { + "batch_id": batch_id, + "date": datetime.now(timezone.utc).strftime("%Y-%m-%d"), + "drafts_created": len(drafts_created), + "skipped": len(skipped), + "channel": req.channel, + "approval_required": req.approval_required, + "preview": drafts_created[:3], + "skipped_details": skipped[:5], + } + + +@router.post("/compliance/check") +async def check_compliance(req: ComplianceCheckRequest) -> Dict[str, Any]: + return _compliance_check(req) + + +@router.post("/email/generate") +async def generate_email(req: EmailGenerateRequest) -> Dict[str, Any]: + return _generate_email(req) + + +@router.post("/daily-targeting/generate") +async def generate_daily_targets(req: TargetingRequest) -> Dict[str, Any]: + targets = [] + for i, sector in enumerate(req.sectors): + sector_info = SECTOR_PAIN_MAP.get(sector, {}) + for j, city in enumerate(req.cities[:3]): + idx = i * 3 + j + if idx >= req.daily_target_count: + break + target = { + "id": str(uuid4())[:8], + "company": f"[{sector}_{city}_{j+1}]", + "sector": sector, + "city": city, + "pain_hypothesis": sector_info.get("pain_ar", ""), + "angle": sector_info.get("angle_ar", ""), + "roi_estimate": sector_info.get("roi_ar", ""), + "priority": "P0" if sector in ("real_estate", "construction", "agency") else "P1", + "channel": "email", + "approval_required": req.approval_required, + "status": "ready", + } + targets.append(target) + + return { + "date": datetime.now(timezone.utc).strftime("%Y-%m-%d"), + "total_generated": len(targets), + "sectors": req.sectors, + "cities": req.cities, + "batch_size": req.batch_size, + "approval_required": req.approval_required, + "targets": targets[:req.daily_target_count], + } + + +REPLY_CATEGORIES = { + "interested": {"next": "propose_demo", "auto_reply": True}, + "ask_price": {"next": "explain_pilot_499", "auto_reply": True}, + "ask_details": {"next": "send_brief_explanation", "auto_reply": True}, + "ask_demo": {"next": "send_calendly", "auto_reply": True}, + "not_now": {"next": "schedule_followup_30d", "auto_reply": True}, + "unsubscribe": {"next": "opt_out_suppress", "auto_reply": False}, + "objection_budget": {"next": "explain_roi_pilot", "auto_reply": True}, + "objection_ai": {"next": "explain_manual_first", "auto_reply": True}, + "objection_privacy": {"next": "human_review", "auto_reply": False}, + "already_has_crm": {"next": "position_as_layer", "auto_reply": True}, + "partnership": {"next": "route_partner_flow", "auto_reply": False}, + "angry": {"next": "apologize_opt_out", "auto_reply": False}, +} + +REPLY_RESPONSES = { + "interested": "ممتاز! يناسبك نحجز 20 دقيقة هذا الأسبوع؟\ncalendly.com/sami-assiri11/dealix-demo", + "ask_price": "نبدأها كـ pilot بسيط لمدة 7 أيام بـ 499 ريال.\nنجرب على 10-25 lead، ونقيس النتائج.\nلو ما عجبك — استرداد كامل.", + "ask_details": "Dealix يساعدكم في:\n- الرد السريع على الـ leads\n- تأهيل العميل بأسئلة واضحة\n- حجز موعد أو تحويله لفريق المبيعات\n- تقرير يومي مختصر\n\nأفضل بداية: pilot 7 أيام. يناسبك أشرح أكثر؟", + "ask_demo": "تمام! احجز الوقت المناسب:\ncalendly.com/sami-assiri11/dealix-demo\n\nأو قلي وقتين يناسبونك وأنا أنسّق.", + "not_now": "تمام، شكراً على وقتك. أتواصل معك بعد شهر لو مناسب؟", + "objection_budget": "فاهم. لذلك نبدأ بـ pilot بسيط بـ 499 ريال فقط.\nلو ما شفت قيمة خلال 7 أيام — استرداد كامل.", + "already_has_crm": "ممتاز، Dealix ما يستبدل الـ CRM.\nهو طبقة قبله: يرد على الـ lead، يأهله، يحجز الموعد،\nوبعدها يسلّم البيانات لفريقكم أو للـ CRM.", + "unsubscribe": "تم، لن أتواصل معكم مرة ثانية. شكراً على وقتكم.", +} + + +class ClassifyReplyRequest(BaseModel): + reply_text: str + company: str = "" + original_sector: str = "" + + +@router.post("/reply/classify") +async def classify_reply(req: ClassifyReplyRequest) -> Dict[str, Any]: + text = req.reply_text.lower() + + if any(w in text for w in ["إيقاف", "stop", "unsubscribe", "لا تتواصل", "remove"]): + cat = "unsubscribe" + elif any(w in text for w in ["كم السعر", "كم التكلفة", "how much", "pricing", "أسعار"]): + cat = "ask_price" + elif any(w in text for w in ["عرض", "demo", "ديمو", "أوريني", "شرح"]): + cat = "ask_demo" + elif any(w in text for w in ["مهتم", "interested", "أبي أجرب", "نجرب", "تمام"]): + cat = "interested" + elif any(w in text for w in ["تفاصيل", "details", "أكثر", "وش بالضبط"]): + cat = "ask_details" + elif any(w in text for w in ["لاحقاً", "later", "مو الحين", "بعدين"]): + cat = "not_now" + elif any(w in text for w in ["ميزانية", "budget", "غالي", "مكلف"]): + cat = "objection_budget" + elif any(w in text for w in ["CRM", "crm", "نظام", "عندنا حل"]): + cat = "already_has_crm" + elif any(w in text for w in ["شراكة", "partner", "وكالة", "نبيع"]): + cat = "partnership" + elif any(w in text for w in ["خصوصية", "privacy", "بيانات", "PDPL"]): + cat = "objection_privacy" + elif any(w in text for w in ["ذكاء", "AI", "عربي طبيعي", "مضبوط"]): + cat = "objection_ai" + elif any(w in text for w in ["زعلان", "angry", "spam", "مزعج"]): + cat = "angry" + else: + cat = "ask_details" + + info = REPLY_CATEGORIES.get(cat, {"next": "human_review", "auto_reply": False}) + response = REPLY_RESPONSES.get(cat, "شكراً على ردك. براجع وأرد عليك قريب.") + + return { + "category": cat, + "next_action": info["next"], + "auto_reply_allowed": info["auto_reply"], + "suggested_response": response, + "human_review_required": not info["auto_reply"], + "company": req.company, + } diff --git a/salesflow-saas/backend/app/api/v1/autonomous_foundation.py b/salesflow-saas/backend/app/api/v1/autonomous_foundation.py index 67df2ebb..0171d3f9 100644 --- a/salesflow-saas/backend/app/api/v1/autonomous_foundation.py +++ b/salesflow-saas/backend/app/api/v1/autonomous_foundation.py @@ -17,7 +17,7 @@ from app.openclaw.observability_bridge import observability_bridge from app.openclaw.policy import classify_action from app.openclaw.task_router import task_router from app.services.contract_intelligence_service import contract_intelligence_service -from app.services.executive_roi_service import executive_roi_service +from app.services.executive_roi_service import executive_room_service as executive_roi_service from app.services.predictive_revenue_service import predictive_revenue_service from app.openclaw.plugins.salesforce_agentforce_plugin import SalesforceAgentforcePlugin from app.openclaw.plugins.whatsapp_plugin import WhatsAppCloudPlugin diff --git a/salesflow-saas/backend/app/api/v1/drafts.py b/salesflow-saas/backend/app/api/v1/drafts.py new file mode 100644 index 00000000..529d4532 --- /dev/null +++ b/salesflow-saas/backend/app/api/v1/drafts.py @@ -0,0 +1,385 @@ +"""Draft Queue API — review, approve, send, track outreach drafts. + +All outreach starts as drafts. Sami reviews in dashboard, approves +batch, then system sends via existing Celery tasks. +""" + +from __future__ import annotations + +import logging +from datetime import datetime, timezone +from typing import Any, Dict, List, Optional +from uuid import uuid4 + +from fastapi import APIRouter, Depends, HTTPException, Query +from pydantic import BaseModel +from sqlalchemy import select, func, update +from sqlalchemy.ext.asyncio import AsyncSession + +logger = logging.getLogger("dealix.drafts") + +router = APIRouter(prefix="/drafts", tags=["Draft Queue"]) + + +async def _get_db(): + from app.database import get_db + async for session in get_db(): + yield session + + +class DraftFilter(BaseModel): + status: Optional[str] = "draft" + channel: Optional[str] = None + batch_id: Optional[str] = None + sector: Optional[str] = None + limit: int = 50 + + +class ApproveBatchRequest(BaseModel): + batch_id: str + + +class LogReplyRequest(BaseModel): + reply_text: str + + +class EditDraftRequest(BaseModel): + subject: Optional[str] = None + body: Optional[str] = None + channel: Optional[str] = None + contact_email: Optional[str] = None + contact_phone: Optional[str] = None + + +@router.get("/") +async def list_drafts( + status: Optional[str] = Query("draft"), + channel: Optional[str] = Query(None), + batch_id: Optional[str] = Query(None), + limit: int = Query(50, ge=1, le=200), + db: AsyncSession = Depends(_get_db), +) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + stmt = select(OutreachDraft) + if status: + stmt = stmt.where(OutreachDraft.status == status) + if channel: + stmt = stmt.where(OutreachDraft.channel == channel) + if batch_id: + stmt = stmt.where(OutreachDraft.batch_id == batch_id) + stmt = stmt.order_by(OutreachDraft.created_at.desc()).limit(limit) + + result = await db.execute(stmt) + rows = list(result.scalars().all()) + return { + "drafts": [r.to_dict() for r in rows], + "count": len(rows), + "filter": {"status": status, "channel": channel, "batch_id": batch_id}, + } + + +@router.get("/stats") +async def draft_stats(db: AsyncSession = Depends(_get_db)) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + result = await db.execute( + select(OutreachDraft.status, func.count(OutreachDraft.id)) + .group_by(OutreachDraft.status) + ) + counts = {row[0]: row[1] for row in result.all()} + return { + "total": sum(counts.values()), + "draft": counts.get("draft", 0), + "approved": counts.get("approved", 0), + "sent": counts.get("sent", 0), + "replied": counts.get("replied", 0), + "opted_out": counts.get("opted_out", 0), + "bounced": counts.get("bounced", 0), + "skipped": counts.get("skipped", 0), + } + + +@router.get("/{draft_id}") +async def get_draft(draft_id: str, db: AsyncSession = Depends(_get_db)) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + result = await db.execute( + select(OutreachDraft).where(OutreachDraft.id == draft_id) + ) + draft = result.scalar_one_or_none() + if not draft: + raise HTTPException(status_code=404, detail="Draft not found") + d = draft.to_dict() + d["body"] = draft.body + d["followup_2d"] = draft.followup_2d + d["followup_5d"] = draft.followup_5d + d["call_script"] = draft.call_script + return d + + +@router.post("/{draft_id}/approve") +async def approve_draft(draft_id: str, db: AsyncSession = Depends(_get_db)) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + result = await db.execute( + select(OutreachDraft).where(OutreachDraft.id == draft_id) + ) + draft = result.scalar_one_or_none() + if not draft: + raise HTTPException(status_code=404, detail="Draft not found") + if draft.status != "draft": + return {"id": str(draft.id), "status": draft.status, "message": "already processed"} + + draft.status = "approved" + draft.approved_at = datetime.now(timezone.utc) + await db.commit() + return {"id": str(draft.id), "status": "approved"} + + +@router.post("/approve-batch") +async def approve_batch( + req: ApproveBatchRequest, db: AsyncSession = Depends(_get_db) +) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + result = await db.execute( + update(OutreachDraft) + .where(OutreachDraft.batch_id == req.batch_id, OutreachDraft.status == "draft") + .values(status="approved", approved_at=datetime.now(timezone.utc)) + ) + await db.commit() + return {"batch_id": req.batch_id, "approved_count": result.rowcount} + + +@router.post("/{draft_id}/send") +async def send_draft(draft_id: str, db: AsyncSession = Depends(_get_db)) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + result = await db.execute( + select(OutreachDraft).where(OutreachDraft.id == draft_id) + ) + draft = result.scalar_one_or_none() + if not draft: + raise HTTPException(status_code=404, detail="Draft not found") + if draft.status not in ("approved", "draft"): + return {"id": str(draft.id), "status": draft.status, "message": "not sendable"} + + send_result = {"channel": draft.channel, "status": "pending"} + + if draft.channel == "email" and draft.contact_email: + try: + from app.integrations.email_sender import send_email + r = await send_email(draft.contact_email, draft.subject, draft.body) + send_result = {"channel": "email", "status": "sent", "result": r} + except Exception as exc: + send_result = {"channel": "email", "status": "failed", "error": str(exc)[:200]} + + elif draft.channel == "whatsapp" and draft.contact_phone: + try: + from app.api.v1.outreach_engine import _send_via_ultramsg, _format_phone + r = await _send_via_ultramsg(draft.contact_phone, draft.body) + if "error" not in r: + send_result = {"channel": "whatsapp_ultramsg", "status": "sent", "result": r} + else: + from app.integrations.whatsapp import send_whatsapp_message + r2 = await send_whatsapp_message(draft.contact_phone, draft.body) + send_result = {"channel": "whatsapp_business_api", "status": "sent", "result": r2} + except Exception as exc: + send_result = {"channel": "whatsapp", "status": "failed", "error": str(exc)[:200]} + + elif draft.channel == "sms" and draft.contact_phone: + try: + from app.integrations.sms import send_sms + r = await send_sms(draft.contact_phone, draft.body) + send_result = {"channel": "sms", "status": "sent", "result": r} + except Exception as exc: + send_result = {"channel": "sms", "status": "failed", "error": str(exc)[:200]} + + elif draft.channel == "linkedin": + send_result = { + "channel": "linkedin", + "status": "manual_required", + "message": "Copy the message and send manually on LinkedIn", + } + + if send_result.get("status") == "sent": + draft.status = "sent" + draft.sent_at = datetime.now(timezone.utc) + elif send_result.get("status") == "failed": + draft.next_action = f"send_failed: {send_result.get('error', '')[:100]}" + + await db.commit() + return {"id": str(draft.id), **send_result} + + +@router.post("/{draft_id}/skip") +async def skip_draft(draft_id: str, db: AsyncSession = Depends(_get_db)) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + result = await db.execute( + select(OutreachDraft).where(OutreachDraft.id == draft_id) + ) + draft = result.scalar_one_or_none() + if not draft: + raise HTTPException(status_code=404, detail="Draft not found") + draft.status = "skipped" + await db.commit() + return {"id": str(draft.id), "status": "skipped"} + + +@router.patch("/{draft_id}") +async def edit_draft( + draft_id: str, req: EditDraftRequest, db: AsyncSession = Depends(_get_db) +) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + result = await db.execute( + select(OutreachDraft).where(OutreachDraft.id == draft_id) + ) + draft = result.scalar_one_or_none() + if not draft: + raise HTTPException(status_code=404, detail="Draft not found") + if draft.status != "draft": + raise HTTPException(status_code=400, detail="Can only edit drafts, not sent/approved") + + for field, value in req.model_dump(exclude_none=True).items(): + setattr(draft, field, value) + await db.commit() + return {"id": str(draft.id), "status": "edited", "updated_fields": list(req.model_dump(exclude_none=True).keys())} + + +@router.post("/send-approved-batch") +async def send_approved_batch( + channel: str = "whatsapp", + batch_size: int = 10, + db: AsyncSession = Depends(_get_db), +) -> Dict[str, Any]: + """Send up to batch_size approved drafts via specified channel. + + Uses Ultramsg for WhatsApp (fallback to Business API), + SMTP for email, Unifonic for SMS. LinkedIn = manual only. + """ + from app.models.outreach_draft import OutreachDraft + + stmt = ( + select(OutreachDraft) + .where( + OutreachDraft.status == "approved", + OutreachDraft.channel == channel, + ) + .order_by(OutreachDraft.approved_at.asc()) + .limit(batch_size) + ) + result = await db.execute(stmt) + drafts = list(result.scalars().all()) + + sent = 0 + failed = 0 + results = [] + + for draft in drafts: + send_result = {} + + if channel == "whatsapp" and draft.contact_phone: + try: + from app.api.v1.outreach_engine import _send_via_ultramsg + r = await _send_via_ultramsg(draft.contact_phone, draft.body) + if "error" not in r: + send_result = {"status": "sent", "provider": "ultramsg", "result": r} + draft.status = "sent" + draft.sent_at = datetime.now(timezone.utc) + sent += 1 + else: + send_result = {"status": "failed", "error": str(r)} + failed += 1 + except Exception as exc: + send_result = {"status": "failed", "error": str(exc)[:100]} + failed += 1 + + elif channel == "email" and draft.contact_email: + try: + from app.integrations.email_sender import send_email + r = await send_email(draft.contact_email, draft.subject, draft.body) + send_result = {"status": "sent", "provider": "smtp", "result": r} + draft.status = "sent" + draft.sent_at = datetime.now(timezone.utc) + sent += 1 + except Exception as exc: + send_result = {"status": "failed", "error": str(exc)[:100]} + failed += 1 + + elif channel == "sms" and draft.contact_phone: + try: + from app.integrations.sms import send_sms + r = await send_sms(draft.contact_phone, draft.body) + send_result = {"status": "sent", "provider": "unifonic", "result": r} + draft.status = "sent" + draft.sent_at = datetime.now(timezone.utc) + sent += 1 + except Exception as exc: + send_result = {"status": "failed", "error": str(exc)[:100]} + failed += 1 + + elif channel == "linkedin": + send_result = {"status": "manual_required", "message": "Copy from dashboard and send on LinkedIn"} + + results.append({ + "id": str(draft.id), + "company": draft.company, + **send_result, + }) + + await db.commit() + + return { + "channel": channel, + "batch_size": batch_size, + "sent": sent, + "failed": failed, + "manual": len([r for r in results if r.get("status") == "manual_required"]), + "results": results, + } + + +@router.post("/{draft_id}/log-reply") +async def log_reply( + draft_id: str, req: LogReplyRequest, db: AsyncSession = Depends(_get_db) +) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + from app.api.v1.automation import classify_reply, ClassifyReplyRequest + + result = await db.execute( + select(OutreachDraft).where(OutreachDraft.id == draft_id) + ) + draft = result.scalar_one_or_none() + if not draft: + raise HTTPException(status_code=404, detail="Draft not found") + + classification = await classify_reply( + ClassifyReplyRequest( + reply_text=req.reply_text, + company=draft.company, + original_sector=draft.sector, + ) + ) + + draft.status = "replied" + draft.replied_at = datetime.now(timezone.utc) + draft.reply_text = req.reply_text + draft.reply_category = classification["category"] + draft.next_action = classification["next_action"] + + if classification["category"] == "unsubscribe": + draft.status = "opted_out" + draft.next_action = "suppressed — no further contact" + + await db.commit() + + return { + "id": str(draft.id), + "reply_category": classification["category"], + "suggested_response": classification["suggested_response"], + "next_action": classification["next_action"], + "auto_reply_allowed": classification["auto_reply_allowed"], + } diff --git a/salesflow-saas/backend/app/api/v1/followups.py b/salesflow-saas/backend/app/api/v1/followups.py new file mode 100644 index 00000000..f9fe04ae --- /dev/null +++ b/salesflow-saas/backend/app/api/v1/followups.py @@ -0,0 +1,162 @@ +"""Follow-up Scheduler — generates follow-up drafts for unreplied outreach. + +Checks sent drafts that haven't received replies after 2/5/10 days +and creates new follow-up drafts linked to the original. +""" + +from __future__ import annotations + +import logging +from datetime import datetime, timedelta, timezone +from typing import Any, Dict, List +from uuid import uuid4 + +from fastapi import APIRouter, Depends, Query +from pydantic import BaseModel +from sqlalchemy import select, and_ +from sqlalchemy.ext.asyncio import AsyncSession + +logger = logging.getLogger("dealix.followups") + +router = APIRouter(prefix="/followups", tags=["Follow-ups"]) + + +async def _get_db(): + from app.database import get_db + async for session in get_db(): + yield session + + +@router.get("/due") +async def list_due_followups( + days_since_sent: int = Query(2, ge=1, le=30), + limit: int = Query(50, ge=1, le=200), + db: AsyncSession = Depends(_get_db), +) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + cutoff = datetime.now(timezone.utc) - timedelta(days=days_since_sent) + stmt = ( + select(OutreachDraft) + .where( + and_( + OutreachDraft.status == "sent", + OutreachDraft.sent_at <= cutoff, + OutreachDraft.reply_text.is_(None), + ) + ) + .order_by(OutreachDraft.sent_at.asc()) + .limit(limit) + ) + result = await db.execute(stmt) + rows = list(result.scalars().all()) + + due = [] + for row in rows: + days_elapsed = (datetime.now(timezone.utc) - row.sent_at).days if row.sent_at else 0 + followup_text = "" + followup_type = "" + if days_elapsed >= 10: + followup_text = row.followup_5d or "آخر متابعة — لو مو الوقت المناسب أفهم تماماً. شكراً." + followup_type = "day_10_breakup" + elif days_elapsed >= 5: + followup_text = row.followup_5d or row.followup_2d or "" + followup_type = "day_5_value" + elif days_elapsed >= 2: + followup_text = row.followup_2d or "" + followup_type = "day_2_reminder" + + if followup_text: + due.append({ + "original_draft_id": str(row.id), + "company": row.company, + "channel": row.channel, + "contact_email": row.contact_email, + "contact_phone": row.contact_phone, + "days_since_sent": days_elapsed, + "followup_type": followup_type, + "followup_text": followup_text, + "sector": row.sector, + }) + + return { + "due_count": len(due), + "cutoff_days": days_since_sent, + "followups": due, + } + + +class GenerateFollowupsRequest(BaseModel): + days_since_sent: int = 2 + max_followups: int = 20 + + +@router.post("/generate") +async def generate_followup_drafts( + req: GenerateFollowupsRequest, + db: AsyncSession = Depends(_get_db), +) -> Dict[str, Any]: + from app.models.outreach_draft import OutreachDraft + + cutoff = datetime.now(timezone.utc) - timedelta(days=req.days_since_sent) + stmt = ( + select(OutreachDraft) + .where( + and_( + OutreachDraft.status == "sent", + OutreachDraft.sent_at <= cutoff, + OutreachDraft.reply_text.is_(None), + ) + ) + .order_by(OutreachDraft.sent_at.asc()) + .limit(req.max_followups) + ) + result = await db.execute(stmt) + originals = list(result.scalars().all()) + + created = 0 + batch_id = f"followup_{datetime.now(timezone.utc).strftime('%Y%m%d')}_{str(uuid4())[:6]}" + + for orig in originals: + days_elapsed = (datetime.now(timezone.utc) - orig.sent_at).days if orig.sent_at else 0 + if days_elapsed >= 10: + body = orig.followup_5d or "آخر متابعة — لو مناسب نتكلم، أنا موجود. لو لا، شكراً على وقتكم." + subject = f"متابعة أخيرة: {orig.company}" + elif days_elapsed >= 5: + body = orig.followup_5d or orig.followup_2d or "" + subject = f"متابعة: {orig.company}" + else: + body = orig.followup_2d or "" + subject = f"متابعة سريعة: {orig.company}" + + if not body: + continue + + followup = OutreachDraft( + batch_id=batch_id, + company=orig.company, + contact_name=orig.contact_name, + contact_email=orig.contact_email, + contact_phone=orig.contact_phone, + channel=orig.channel, + subject=subject, + body=body, + sector=orig.sector, + city=orig.city, + fit_score=orig.fit_score, + risk_score=orig.risk_score, + status="draft", + approval_required=True, + source=f"followup_day_{days_elapsed}_of_{str(orig.id)[:8]}", + ) + db.add(followup) + created += 1 + + if created: + await db.commit() + + return { + "batch_id": batch_id, + "followups_created": created, + "originals_checked": len(originals), + } diff --git a/salesflow-saas/backend/app/api/v1/founder_outreach.py b/salesflow-saas/backend/app/api/v1/founder_outreach.py new file mode 100644 index 00000000..3dacb2ec --- /dev/null +++ b/salesflow-saas/backend/app/api/v1/founder_outreach.py @@ -0,0 +1,217 @@ +"""Founder Outreach — hyper-personalized emails from Sami as founder. + +Each email researches the company's weakness, estimates lost revenue, +and writes a personal message showing exact ROI Dealix can deliver. +""" + +from __future__ import annotations + +import logging +from datetime import datetime, timezone +from typing import Any, Dict, List, Optional + +from fastapi import APIRouter +from pydantic import BaseModel + +logger = logging.getLogger("dealix.founder_outreach") + +router = APIRouter(prefix="/founder-outreach", tags=["Founder Outreach"]) + +SECTOR_WEAKNESS_MAP = { + "real_estate": { + "weakness_ar": "شركات العقار تستقبل 50-200 استفسار/شهر عن الأسعار والمواقع. المشكلة: 60-70% ما يُتابع خلال أول ساعة = العميل يروح للمنافس", + "weakness_en": "Real estate companies receive 50-200 inquiries/month about prices and locations. Problem: 60-70% don't get a response within the first hour = client goes to competitor", + "revenue_loss_ar": "لو عندكم 100 استفسار/شهر و60% تضيع = 60 فرصة ضائعة. لو 10% منها كانت بتتحول = 6 صفقات × متوسط 50,000 ريال = ~300,000 ريال ضائعة سنوياً", + "revenue_loss_en": "If you get 100 inquiries/month and 60% are lost = 60 missed opportunities. If 10% would convert = 6 deals × avg 50,000 SAR = ~300,000 SAR lost annually", + "dealix_impact_ar": "Dealix يرد خلال 45 ثانية ويحفظ 30-40% من الفرص الضائعة = ~120,000 ريال إضافية/سنة. تكلفة Dealix = 990 ريال/شهر = ROI 10x", + "dealix_impact_en": "Dealix responds in 45 seconds and saves 30-40% of lost opportunities = ~120,000 SAR additional/year. Dealix costs 990 SAR/month = 10x ROI", + }, + "construction": { + "weakness_ar": "شركات المقاولات تستقبل طلبات عروض أسعار يومياً. المشكلة: فرز الطلبات الجادة من غيرها ياخذ ساعات من المهندسين — وقت ممكن يُصرف في التنفيذ", + "weakness_en": "Construction companies receive quote requests daily. Problem: Sorting serious from non-serious requests takes hours of engineer time", + "revenue_loss_ar": "لو فريق المبيعات يقضي 2 ساعة/يوم في فرز الطلبات = 40 ساعة/شهر = تكلفة ~8,000 ريال/شهر من وقت الفريق", + "revenue_loss_en": "If sales team spends 2 hours/day sorting requests = 40 hours/month = ~8,000 SAR/month in team time cost", + "dealix_impact_ar": "Dealix يستقبل الطلب، يسأل 3 أسئلة تأهيل، ويصنّف الجدية تلقائياً. يوفّر 80% من وقت الفرز = ~6,400 ريال/شهر. ROI: 6.5x", + "dealix_impact_en": "Dealix receives requests, asks 3 qualifying questions, and auto-classifies urgency. Saves 80% of sorting time = ~6,400 SAR/month. ROI: 6.5x", + }, + "hospitality": { + "weakness_ar": "الفنادق والقاعات تستقبل استفسارات حجز يومياً. المشكلة: كل ساعة تأخير = احتمال 50% العميل يحجز عند المنافس", + "weakness_en": "Hotels and event venues receive booking inquiries daily. Problem: every hour of delay = 50% chance the client books with a competitor", + "revenue_loss_ar": "لو 10 استفسارات/أسبوع تضيع بسبب تأخر الرد × متوسط حجز 5,000 ريال = 200,000 ريال ضائعة/سنة", + "revenue_loss_en": "If 10 inquiries/week are lost due to slow response × avg booking 5,000 SAR = 200,000 SAR lost/year", + "dealix_impact_ar": "Dealix يرد فوراً، يسأل عن التاريخ والعدد والميزانية، ويحجز مبدئي. يحفظ 40% من الحجوزات الضائعة = ~80,000 ريال/سنة", + "dealix_impact_en": "Dealix responds instantly, asks about date, guest count, and budget, and makes a preliminary booking. Saves 40% of lost bookings = ~80,000 SAR/year", + }, + "agency": { + "weakness_ar": "الوكالات تصرف على إعلانات عملائها لكن المتابعة على الـ leads ضعيفة. النتيجة: العميل يلوم الوكالة على ضعف النتائج", + "weakness_en": "Agencies spend on client ads but lead follow-up is weak. Result: client blames agency for poor results", + "revenue_loss_ar": "كل عميل وكالة يدفع 5,000-20,000 ريال/شهر. لو عميل واحد يطلع بسبب ضعف المتابعة = خسارة 60,000-240,000 ريال/سنة", + "revenue_loss_en": "Each agency client pays 5,000-20,000 SAR/month. If one client leaves due to poor follow-up = loss of 60,000-240,000 SAR/year", + "dealix_impact_ar": "Dealix يصير خدمة جديدة تبيعونها: رد ذكي + تأهيل + حجز. Setup fee 3,000 + MRR 990/عميل = إيراد جديد بدل خسارة عميل", + "dealix_impact_en": "Dealix becomes a new service you sell: smart response + qualification + booking. Setup fee 3,000 + MRR 990/client = new revenue instead of losing a client", + }, + "saas": { + "weakness_ar": "شركات SaaS تجيها leads من الموقع والإعلانات لكن فريق المبيعات صغير. المشكلة: 30-50% من الـ leads تبرد خلال أول 24 ساعة", + "weakness_en": "SaaS companies get leads from website and ads but sales team is small. Problem: 30-50% of leads go cold within 24 hours", + "revenue_loss_ar": "لو 200 lead/شهر و40% تبرد = 80 lead ضائع. لو 5% كانت بتشتري × متوسط 5,000 ريال/سنة = 20,000 ريال ضائعة/شهر", + "revenue_loss_en": "If 200 leads/month and 40% go cold = 80 lost leads. If 5% would buy × avg 5,000 SAR/year = 20,000 SAR lost/month", + "dealix_impact_ar": "Dealix يرد بالعربي خلال 45 ثانية على كل lead، يؤهل، ويحجز demo. يحفظ 30% من الضائع = ~6,000 ريال إضافية/شهر. ROI: 6x", + "dealix_impact_en": "Dealix responds in Arabic within 45 seconds to every lead, qualifies, and books demos. Saves 30% of lost leads = ~6,000 SAR additional/month. ROI: 6x", + }, + "logistics": { + "weakness_ar": "شركات الشحن تستقبل طلبات أسعار متكررة. المشكلة: كل طلب ما يُتابع = شحنة تروح للمنافس مباشرة", + "weakness_en": "Shipping companies receive repeated quote requests. Problem: every unfollowed request = shipment goes directly to competitor", + "revenue_loss_ar": "لو 5 طلبات/أسبوع تضيع × متوسط 3,000 ريال/شحنة = 60,000 ريال ضائعة/شهر", + "revenue_loss_en": "If 5 requests/week are lost × avg 3,000 SAR/shipment = 60,000 SAR lost/month", + "dealix_impact_ar": "Dealix يستقبل الطلب، يسأل عن نوع الشحنة والوجهة، ويعطي تقدير أولي فوراً. يحفظ 40% = ~24,000 ريال/شهر", + "dealix_impact_en": "Dealix receives requests, asks about shipment type and destination, gives instant estimate. Saves 40% = ~24,000 SAR/month", + }, +} + + +class FounderEmailRequest(BaseModel): + company: str + sector: str + contact_name: str = "" + contact_email: str = "" + city: str = "" + website: str = "" + signals: List[str] = [] + language: str = "ar" + estimated_monthly_leads: int = 100 + + +@router.post("/generate") +async def generate_founder_email(req: FounderEmailRequest) -> Dict[str, Any]: + """Generate a hyper-personalized founder email that targets the company's weakness.""" + sector_data = SECTOR_WEAKNESS_MAP.get(req.sector, SECTOR_WEAKNESS_MAP.get("saas", {})) + lang = req.language + + if lang == "en": + return _build_en(req, sector_data) + + name = req.contact_name or f"فريق {req.company}" + weakness = sector_data.get("weakness_ar", "") + revenue_loss = sector_data.get("revenue_loss_ar", "") + impact = sector_data.get("dealix_impact_ar", "") + + signal_line = "" + if "hubspot" in [s.lower() for s in req.signals]: + signal_line = f"شفت إن {req.company} تستخدمون HubSpot — يعني عندكم leads تجي من الموقع. " + elif "whatsapp_widget" in [s.lower() for s in req.signals]: + signal_line = f"لاحظت إن عندكم واتساب كقناة رئيسية للعملاء. " + + subject = f"{name} — فرصة توفير {req.estimated_monthly_leads * 50} ريال/شهر لـ {req.company}" + + body = f"""مرحباً {name}، + +أنا سامي العسيري، مؤسس Dealix. + +{signal_line}أكتب لك شخصياً لأن لاحظت شي مهم عن {req.company}: + +📊 المشكلة: +{weakness} + +💰 التكلفة الحقيقية: +{revenue_loss} + +🎯 الحل: +{impact} + +ما أبي أبيعك شي الحين — أبي أوريك بالأرقام. + +نسوي pilot 7 أيام على leads حقيقية عندكم: +• نرد على كل استفسار خلال 45 ثانية +• نسأل أسئلة التأهيل المهمة لقطاعكم +• نحجز المواعيد أو نحوّل للمبيعات +• نرسل تقرير يومي بالنتائج + +السعر: 499 ريال فقط (مع ضمان استرداد كامل). + +يناسبك 15 دقيقة هذا الأسبوع أوريك النظام على سيناريو من شغلكم؟ +📅 calendly.com/sami-assiri11/dealix-demo + +وإذا عندك سؤال — رد على هالإيميل مباشرة. أنا شخصياً أرد. + +سامي العسيري +مؤسس Dealix +dealix.me ++966 59 778 8539 + +إذا ما يناسبكم هالنوع من الرسائل، اكتبوا "إيقاف" وما بنتواصل مرة ثانية.""" + + return { + "type": "founder_personal", + "company": req.company, + "language": "ar", + "subject": subject, + "body": body, + "weakness_targeted": weakness[:100], + "revenue_loss_estimate": revenue_loss[:100], + "dealix_roi": impact[:100], + "opt_out_included": True, + "word_count": len(body.split()), + } + + +def _build_en(req: FounderEmailRequest, sector_data: Dict) -> Dict[str, Any]: + name = req.contact_name or f"{req.company} team" + weakness = sector_data.get("weakness_en", "") + revenue_loss = sector_data.get("revenue_loss_en", "") + impact = sector_data.get("dealix_impact_en", "") + + signal_line = "" + if "hubspot" in [s.lower() for s in req.signals]: + signal_line = f"I noticed {req.company} uses HubSpot — meaning you have leads coming from your website. " + + subject = f"{name} — opportunity to save {req.estimated_monthly_leads * 50} SAR/month for {req.company}" + + body = f"""Hi {name}, + +I'm Sami Alassiri, founder of Dealix. + +{signal_line}I'm writing personally because I noticed something important about {req.company}: + +📊 The Problem: +{weakness} + +💰 The Real Cost: +{revenue_loss} + +🎯 The Solution: +{impact} + +I'm not trying to sell you anything right now — I want to show you with numbers. + +We'll run a 7-day pilot on your actual leads: +• Respond to every inquiry within 45 seconds +• Ask the right qualifying questions for your industry +• Book meetings or route to sales +• Send you a daily results report + +Price: 499 SAR only (with full money-back guarantee). + +Do you have 15 minutes this week? I'll show you the system on a scenario from your business. +📅 calendly.com/sami-assiri11/dealix-demo + +Questions? Reply to this email directly. I personally respond. + +Sami Alassiri +Founder, Dealix +dealix.me ++966 59 778 8539 + +To stop receiving these emails, reply "STOP".""" + + return { + "type": "founder_personal", + "company": req.company, + "language": "en", + "subject": subject, + "body": body, + "weakness_targeted": weakness[:100], + "revenue_loss_estimate": revenue_loss[:100], + "dealix_roi": impact[:100], + "opt_out_included": True, + "word_count": len(body.split()), + } diff --git a/salesflow-saas/backend/app/api/v1/full_os.py b/salesflow-saas/backend/app/api/v1/full_os.py new file mode 100644 index 00000000..e1166e47 --- /dev/null +++ b/salesflow-saas/backend/app/api/v1/full_os.py @@ -0,0 +1,183 @@ +"""Full OS API — unified deal lifecycle orchestration. + +Single endpoint processes any event (inbound message, reply, booking, +payment) and returns: next stage, actions to take, response message, +and whether human approval is needed. +""" + +from __future__ import annotations + +from typing import Any, Dict, List, Optional + +from fastapi import APIRouter +from pydantic import BaseModel + +router = APIRouter(prefix="/os", tags=["Full OS"]) + + +class ProcessEventRequest(BaseModel): + lead_id: str = "" + phone: str = "" + email: str = "" + company: str = "" + sector: str = "" + source: str = "whatsapp_inbound" + message: str = "" + current_stage: str = "new_lead" + event_type: str = "inbound_message" + + +class BulkProcessRequest(BaseModel): + events: List[ProcessEventRequest] + + +@router.post("/process") +async def process_event(req: ProcessEventRequest) -> Dict[str, Any]: + """Process a single event through the deal lifecycle state machine. + + Returns: new_stage, actions, response_message_ar, human_approval_required. + If auto_send_allowed=True, the response can be sent automatically. + If human_approval_required=True, create a draft for Sami to review. + """ + from app.services.full_os_orchestrator import orchestrator, OrchestratorEvent + + event = OrchestratorEvent( + lead_id=req.lead_id, + phone=req.phone, + email=req.email, + company=req.company, + sector=req.sector, + source=req.source, + message=req.message, + current_stage=req.current_stage, + event_type=req.event_type, + ) + return orchestrator.process_event(event) + + +@router.post("/process-and-act") +async def process_and_act(req: ProcessEventRequest) -> Dict[str, Any]: + """Process event AND execute the first safe action. + + If auto_send_allowed: sends WhatsApp response via Ultramsg. + If human_approval_required: creates a draft for review. + Always logs the activity. + """ + from app.services.full_os_orchestrator import orchestrator, OrchestratorEvent + + event = OrchestratorEvent( + lead_id=req.lead_id, + phone=req.phone, + email=req.email, + company=req.company, + sector=req.sector, + source=req.source, + message=req.message, + current_stage=req.current_stage, + event_type=req.event_type, + ) + result = orchestrator.process_event(event) + + execution = {"action_taken": "none", "send_result": None, "draft_created": False} + + if result.get("auto_send_allowed") and result.get("response_message_ar") and req.phone: + if "send_whatsapp" in result.get("actions", []): + try: + from app.services.whatsapp_multi_provider import send_whatsapp_smart + send_result = await send_whatsapp_smart(req.phone, result["response_message_ar"]) + execution = { + "action_taken": "whatsapp_sent", + "send_result": send_result, + "draft_created": False, + } + except Exception as exc: + execution = { + "action_taken": "whatsapp_failed", + "error": str(exc)[:200], + "draft_created": False, + } + + elif result.get("human_approval_required") and result.get("response_message_ar"): + try: + from app.models.outreach_draft import OutreachDraft + from app.database import async_session + async with async_session() as session: + draft = OutreachDraft( + batch_id=f"os_{result['lead_id']}", + company=req.company, + contact_phone=req.phone, + contact_email=req.email, + channel="whatsapp" if req.phone else "email", + subject=f"[{result['new_stage']}] {req.company}", + body=result["response_message_ar"], + sector=req.sector, + status="draft", + approval_required=True, + source="full_os_orchestrator", + ) + session.add(draft) + await session.commit() + execution = { + "action_taken": "draft_created", + "draft_id": str(draft.id), + "draft_created": True, + } + except Exception: + execution = {"action_taken": "draft_failed", "draft_created": False} + + return {**result, "execution": execution} + + +@router.post("/bulk-process") +async def bulk_process(req: BulkProcessRequest) -> Dict[str, Any]: + """Process multiple events at once (for batch imports).""" + from app.services.full_os_orchestrator import orchestrator, OrchestratorEvent + + results = [] + for event_req in req.events: + event = OrchestratorEvent( + lead_id=event_req.lead_id, + phone=event_req.phone, + email=event_req.email, + company=event_req.company, + sector=event_req.sector, + source=event_req.source, + message=event_req.message, + current_stage=event_req.current_stage, + event_type=event_req.event_type, + ) + results.append(orchestrator.process_event(event)) + + return { + "processed": len(results), + "results": results, + } + + +@router.get("/whatsapp-providers") +async def whatsapp_provider_status() -> Dict[str, Any]: + """Check which WhatsApp providers are configured.""" + from app.services.whatsapp_multi_provider import check_providers + return await check_providers() + + +@router.post("/test-send") +async def test_whatsapp_send(phone: str, message: str = "اختبار Dealix — النظام شغّال 🚀") -> Dict[str, Any]: + """Test WhatsApp send via all configured providers.""" + from app.services.whatsapp_multi_provider import send_whatsapp_smart + return await send_whatsapp_smart(phone, message) + + +@router.get("/stages") +async def list_stages() -> Dict[str, Any]: + """List all deal lifecycle stages with their possible transitions.""" + from app.services.full_os_orchestrator import STAGE_TRANSITIONS, STAGE_AUTO_ACTIONS, STAGE_MESSAGES_AR + + stages = {} + for stage, transitions in STAGE_TRANSITIONS.items(): + stages[stage.value] = { + "transitions": {k: v.value for k, v in transitions.items()}, + "auto_actions": [a.value for a in STAGE_AUTO_ACTIONS.get(stage, [])], + "message_template": STAGE_MESSAGES_AR.get(stage, ""), + } + return {"stages": stages, "total": len(stages)} diff --git a/salesflow-saas/backend/app/api/v1/outreach_engine.py b/salesflow-saas/backend/app/api/v1/outreach_engine.py index 7ad342b9..4ce206ba 100644 --- a/salesflow-saas/backend/app/api/v1/outreach_engine.py +++ b/salesflow-saas/backend/app/api/v1/outreach_engine.py @@ -101,8 +101,8 @@ def _format_phone(phone: str) -> str: async def _send_via_ultramsg(phone: str, message: str) -> dict: """Send a message via Ultramsg API.""" - instance_id = os.getenv("ULTRAMSG_INSTANCE_ID", "instance168132") - token = os.getenv("ULTRAMSG_TOKEN", "7azj2ss74wpg9jwp") + instance_id = os.getenv("ULTRAMSG_INSTANCE_ID", "") + token = os.getenv("ULTRAMSG_TOKEN", "") if not instance_id or not token: return {"error": "Ultramsg not configured"} diff --git a/salesflow-saas/backend/app/api/v1/router.py b/salesflow-saas/backend/app/api/v1/router.py index 05ca3443..de0b55d4 100644 --- a/salesflow-saas/backend/app/api/v1/router.py +++ b/salesflow-saas/backend/app/api/v1/router.py @@ -136,3 +136,23 @@ api_router.include_router(channels_router.router) # ── Pricing & Checkout — Moyasar-powered payment flow ──────── from app.api.v1 import pricing as pricing_router api_router.include_router(pricing_router.router) + +# ── Automation — Daily targeting + email + reply classification ─ +from app.api.v1 import automation as automation_router +api_router.include_router(automation_router.router) + +# ── Draft Queue — review, approve, send outreach drafts ──────── +from app.api.v1 import drafts as drafts_router +api_router.include_router(drafts_router.router) + +# ── Follow-ups — auto-generate follow-up drafts for unreplied ── +from app.api.v1 import followups as followups_router +api_router.include_router(followups_router.router) + +# ── Full OS — unified deal lifecycle orchestration ───────────── +from app.api.v1 import full_os as full_os_router +api_router.include_router(full_os_router.router) + +# ── Founder Outreach — hyper-personalized founder emails ─────── +from app.api.v1 import founder_outreach as founder_outreach_router +api_router.include_router(founder_outreach_router.router) diff --git a/salesflow-saas/backend/app/config.py b/salesflow-saas/backend/app/config.py index d59f318e..d8f5340e 100644 --- a/salesflow-saas/backend/app/config.py +++ b/salesflow-saas/backend/app/config.py @@ -156,6 +156,23 @@ class Settings(BaseSettings): DLQ_MAX_RETRIES: int = 5 DLQ_DRAIN_BATCH_SIZE: int = 10 + # ── Local LLM (Ollama) ────────────────────────────── + OLLAMA_BASE_URL: str = "http://localhost:11434/v1" + OLLAMA_MODEL: str = "qwen2.5:7b" + LLM_CACHE_ENABLED: bool = True + LLM_CACHE_TTL: int = 3600 + LLM_RATE_LIMIT_RPM: int = 60 + + # ── Green API (WhatsApp) ──────────────────────────── + GREEN_API_INSTANCE_ID: str = "" + GREEN_API_TOKEN: str = "" + + # ── Outreach Rate Limits ──────────────────────────── + WHATSAPP_DAILY_LIMIT: int = 15 + EMAIL_DAILY_LIMIT: int = 50 + EMAIL_BATCH_SIZE: int = 10 + EMAIL_BATCH_DELAY_MINUTES: int = 90 + # ── Rate Limiting ──────────────────────────────────── RATE_LIMIT_PER_MINUTE: int = 60 RATE_LIMIT_PER_HOUR: int = 1000 diff --git a/salesflow-saas/backend/app/database.py b/salesflow-saas/backend/app/database.py index 26029b5f..d962bfdb 100644 --- a/salesflow-saas/backend/app/database.py +++ b/salesflow-saas/backend/app/database.py @@ -16,7 +16,14 @@ def _get_db_url() -> str: break except FileNotFoundError: continue - return url or "sqlite+aiosqlite:///./dealix.db" + if not url: + return "sqlite+aiosqlite:///./dealix.db" + # Railway Postgres gives postgres:// but SQLAlchemy needs postgresql+asyncpg:// + if url.startswith("postgres://"): + url = url.replace("postgres://", "postgresql+asyncpg://", 1) + elif url.startswith("postgresql://"): + url = url.replace("postgresql://", "postgresql+asyncpg://", 1) + return url _DB_URL = _get_db_url() diff --git a/salesflow-saas/backend/app/integrations/email_sender.py b/salesflow-saas/backend/app/integrations/email_sender.py index bca912e9..92b000d4 100644 --- a/salesflow-saas/backend/app/integrations/email_sender.py +++ b/salesflow-saas/backend/app/integrations/email_sender.py @@ -1,29 +1,134 @@ +"""Email Sender — SMTP with rate limiting, HTML wrapper, and compliance headers. + +Supports Gmail app passwords. Adds professional HTML wrapper for Arabic +RTL emails and List-Unsubscribe header for compliance. +""" + +import asyncio +import logging import smtplib from email.mime.text import MIMEText from email.mime.multipart import MIMEMultipart +from typing import Optional + from app.config import get_settings +logger = logging.getLogger("dealix.email") settings = get_settings() +UNSUBSCRIBE_AR = "\n\n---\nإذا ما يناسبكم، اكتبوا \"إيقاف\" ولن نتواصل مرة ثانية." +UNSUBSCRIBE_EN = "\n\n---\nTo stop receiving these emails, reply with \"STOP\"." -async def send_email(to_email: str, subject: str, body_html: str, from_name: str = None) -> dict: - """Send email via SMTP.""" + +def _wrap_html(body: str, direction: str = "rtl", lang: str = "ar") -> str: + """Wrap plain text or simple HTML in a professional email template.""" + body_html = body.replace("\n", "
") if "<" not in body else body + return f""" + + + +{body_html} +
+ Dealix — dealix.me +
+""" + + +async def send_email( + to_email: str, + subject: str, + body_html: str, + from_name: Optional[str] = None, + language: str = "ar", + add_unsubscribe: bool = True, + delay_seconds: float = 0, +) -> dict: + """Send email via SMTP with compliance headers. + + Args: + to_email: Recipient email + subject: Email subject + body_html: Email body (plain text or HTML) + from_name: Sender display name + language: 'ar' or 'en' — affects direction and unsubscribe text + add_unsubscribe: Whether to append unsubscribe line + delay_seconds: Wait before sending (for rate limiting in batch) + """ if not settings.SMTP_USER or not settings.SMTP_PASSWORD: - return {"status": "error", "detail": "Email not configured"} + return {"status": "error", "detail": "SMTP_USER and SMTP_PASSWORD not configured. Add Gmail app password in Railway env."} + + if delay_seconds > 0: + await asyncio.sleep(delay_seconds) + + if add_unsubscribe: + unsub = UNSUBSCRIBE_AR if language == "ar" else UNSUBSCRIBE_EN + body_html = body_html + unsub + + direction = "rtl" if language == "ar" else "ltr" + wrapped = _wrap_html(body_html, direction=direction, lang=language) + + sender_name = from_name or settings.EMAIL_FROM_NAME or settings.APP_NAME + from_addr = getattr(settings, "EMAIL_FROM_ADDRESS", settings.SMTP_USER) - sender_name = from_name or settings.APP_NAME msg = MIMEMultipart("alternative") msg["Subject"] = subject - msg["From"] = f"{sender_name} <{settings.SMTP_USER}>" + msg["From"] = f"{sender_name} <{from_addr}>" msg["To"] = to_email + msg["List-Unsubscribe"] = f"" + msg["X-Mailer"] = "Dealix/1.0" - msg.attach(MIMEText(body_html, "html", "utf-8")) + msg.attach(MIMEText(body_html, "plain", "utf-8")) + msg.attach(MIMEText(wrapped, "html", "utf-8")) try: with smtplib.SMTP(settings.SMTP_HOST, settings.SMTP_PORT) as server: server.starttls() server.login(settings.SMTP_USER, settings.SMTP_PASSWORD) - server.sendmail(settings.SMTP_USER, to_email, msg.as_string()) - return {"status": "sent"} + server.sendmail(from_addr, to_email, msg.as_string()) + logger.info("Email sent to %s: %s", to_email, subject[:50]) + return {"status": "sent", "to": to_email} + except smtplib.SMTPAuthenticationError: + logger.error("SMTP auth failed — check SMTP_USER and SMTP_PASSWORD (Gmail app password)") + return {"status": "error", "detail": "SMTP authentication failed. Use Gmail App Password, not regular password."} except Exception as e: - return {"status": "error", "detail": str(e)} + logger.error("Email send failed: %s", e) + return {"status": "error", "detail": str(e)[:200]} + + +async def send_email_batch( + emails: list[dict], + delay_between: float = 2.0, + max_batch: int = 10, +) -> dict: + """Send a batch of emails with delays between each. + + Args: + emails: List of dicts with {to, subject, body, language} + delay_between: Seconds between each email (default 2) + max_batch: Max emails per batch (default 10) + + Returns: {sent, failed, results} + """ + sent = 0 + failed = 0 + results = [] + + for i, email in enumerate(emails[:max_batch]): + delay = delay_between if i > 0 else 0 + result = await send_email( + to_email=email["to"], + subject=email["subject"], + body_html=email["body"], + language=email.get("language", "ar"), + delay_seconds=delay, + ) + results.append({"to": email["to"], **result}) + if result["status"] == "sent": + sent += 1 + else: + failed += 1 + + return {"sent": sent, "failed": failed, "total": len(results), "results": results} diff --git a/salesflow-saas/backend/app/models/outreach_draft.py b/salesflow-saas/backend/app/models/outreach_draft.py new file mode 100644 index 00000000..8a0dab4f --- /dev/null +++ b/salesflow-saas/backend/app/models/outreach_draft.py @@ -0,0 +1,77 @@ +"""OutreachDraft — DB-persisted draft queue for all outreach channels. + +Every generated message starts as status='draft'. Sami reviews and +approves before any send. Approved drafts are dispatched via existing +Celery send tasks. +""" + +from __future__ import annotations + +import uuid +from datetime import datetime, timezone +from typing import Any, Dict, Optional + +from sqlalchemy import Column, String, Integer, Boolean, DateTime, Text, JSON +from sqlalchemy.dialects.postgresql import UUID + +try: + from app.database import Base +except ImportError: + from sqlalchemy.orm import DeclarativeBase + class Base(DeclarativeBase): + pass + + +class OutreachDraft(Base): + __tablename__ = "outreach_drafts" + + id = Column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4) + batch_id = Column(String(64), index=True) + company = Column(String(255), nullable=False) + contact_name = Column(String(255), default="") + contact_email = Column(String(255), default="") + contact_phone = Column(String(32), default="") + channel = Column(String(20), nullable=False) # email | whatsapp | sms | linkedin + subject = Column(String(500), default="") + body = Column(Text, nullable=False) + followup_2d = Column(Text, default="") + followup_5d = Column(Text, default="") + call_script = Column(Text, default="") + sector = Column(String(100), default="") + city = Column(String(100), default="") + pain_hypothesis = Column(Text, default="") + fit_score = Column(Integer, default=0) + risk_score = Column(Integer, default=0) + status = Column(String(20), default="draft", index=True) + # draft | approved | sent | replied | opted_out | bounced | skipped + approval_required = Column(Boolean, default=True) + created_at = Column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)) + approved_at = Column(DateTime(timezone=True), nullable=True) + sent_at = Column(DateTime(timezone=True), nullable=True) + replied_at = Column(DateTime(timezone=True), nullable=True) + reply_text = Column(Text, nullable=True) + reply_category = Column(String(50), nullable=True) + next_action = Column(String(100), nullable=True) + source = Column(String(100), default="daily_pipeline") + metadata_ = Column("metadata", JSON, default=dict) + + def to_dict(self) -> Dict[str, Any]: + return { + "id": str(self.id), + "batch_id": self.batch_id, + "company": self.company, + "contact_name": self.contact_name, + "contact_email": self.contact_email, + "channel": self.channel, + "subject": self.subject, + "body": self.body[:200] + "..." if len(self.body or "") > 200 else self.body, + "sector": self.sector, + "city": self.city, + "fit_score": self.fit_score, + "risk_score": self.risk_score, + "status": self.status, + "created_at": self.created_at.isoformat() if self.created_at else None, + "sent_at": self.sent_at.isoformat() if self.sent_at else None, + "reply_category": self.reply_category, + "next_action": self.next_action, + } diff --git a/salesflow-saas/backend/app/services/full_os_orchestrator.py b/salesflow-saas/backend/app/services/full_os_orchestrator.py new file mode 100644 index 00000000..4dd11407 --- /dev/null +++ b/salesflow-saas/backend/app/services/full_os_orchestrator.py @@ -0,0 +1,291 @@ +"""Dealix Full OS Orchestrator — connects all services into a unified deal lifecycle. + +This is the brain that ties WhatsApp brain + sequences + autopilot + CRM + booking +into one autonomous system. Every inbound lead flows through a state machine: + + new_lead → qualify → nurture → meeting_booked → proposal → negotiation → closed_won/lost + +At each stage, the orchestrator: +1. Detects what happened (inbound message, reply, booking, payment) +2. Classifies intent +3. Decides next action +4. Executes via the appropriate service (WhatsApp, email, CRM, booking) +5. Logs everything +6. Moves to next stage or holds for human approval +""" + +from __future__ import annotations + +import logging +from datetime import datetime, timezone +from enum import Enum +from typing import Any, Dict, Optional +from uuid import uuid4 + +from pydantic import BaseModel + +logger = logging.getLogger("dealix.full_os") + + +class DealStage(str, Enum): + NEW_LEAD = "new_lead" + QUALIFYING = "qualifying" + QUALIFIED = "qualified" + NURTURING = "nurturing" + MEETING_BOOKED = "meeting_booked" + MEETING_DONE = "meeting_done" + PROPOSAL_SENT = "proposal_sent" + NEGOTIATING = "negotiating" + PAYMENT_REQUESTED = "payment_requested" + PILOT_ACTIVE = "pilot_active" + CLOSED_WON = "closed_won" + CLOSED_LOST = "closed_lost" + OPTED_OUT = "opted_out" + + +class LeadSource(str, Enum): + WHATSAPP_INBOUND = "whatsapp_inbound" + WEBSITE_FORM = "website_form" + LINKEDIN_REPLY = "linkedin_reply" + EMAIL_REPLY = "email_reply" + OUTREACH_REPLY = "outreach_reply" + REFERRAL = "referral" + PARTNER = "partner" + MANUAL = "manual" + + +class ActionType(str, Enum): + SEND_WHATSAPP = "send_whatsapp" + SEND_EMAIL = "send_email" + SEND_SMS = "send_sms" + BOOK_MEETING = "book_meeting" + SEND_PROPOSAL = "send_proposal" + REQUEST_PAYMENT = "request_payment" + ENROLL_SEQUENCE = "enroll_sequence" + CLASSIFY_REPLY = "classify_reply" + ESCALATE_HUMAN = "escalate_human" + SYNC_CRM = "sync_crm" + LOG_ACTIVITY = "log_activity" + ONBOARD_CUSTOMER = "onboard_customer" + GENERATE_REPORT = "generate_report" + DO_NOTHING = "do_nothing" + + +STAGE_TRANSITIONS = { + DealStage.NEW_LEAD: { + "interested": DealStage.QUALIFYING, + "ask_price": DealStage.QUALIFYING, + "ask_demo": DealStage.MEETING_BOOKED, + "ask_details": DealStage.QUALIFYING, + "not_now": DealStage.NURTURING, + "unsubscribe": DealStage.OPTED_OUT, + "default": DealStage.QUALIFYING, + }, + DealStage.QUALIFYING: { + "qualified": DealStage.QUALIFIED, + "not_qualified": DealStage.NURTURING, + "wants_demo": DealStage.MEETING_BOOKED, + "unsubscribe": DealStage.OPTED_OUT, + "default": DealStage.NURTURING, + }, + DealStage.QUALIFIED: { + "meeting_booked": DealStage.MEETING_BOOKED, + "sequence_enrolled": DealStage.NURTURING, + "default": DealStage.NURTURING, + }, + DealStage.NURTURING: { + "replied_positive": DealStage.QUALIFYING, + "meeting_booked": DealStage.MEETING_BOOKED, + "unsubscribe": DealStage.OPTED_OUT, + "default": DealStage.NURTURING, + }, + DealStage.MEETING_BOOKED: { + "meeting_done": DealStage.MEETING_DONE, + "no_show": DealStage.NURTURING, + "cancelled": DealStage.NURTURING, + "default": DealStage.MEETING_BOOKED, + }, + DealStage.MEETING_DONE: { + "proposal_sent": DealStage.PROPOSAL_SENT, + "not_interested": DealStage.CLOSED_LOST, + "needs_time": DealStage.NURTURING, + "default": DealStage.PROPOSAL_SENT, + }, + DealStage.PROPOSAL_SENT: { + "accepted": DealStage.PAYMENT_REQUESTED, + "negotiating": DealStage.NEGOTIATING, + "rejected": DealStage.CLOSED_LOST, + "default": DealStage.NEGOTIATING, + }, + DealStage.NEGOTIATING: { + "accepted": DealStage.PAYMENT_REQUESTED, + "rejected": DealStage.CLOSED_LOST, + "default": DealStage.NEGOTIATING, + }, + DealStage.PAYMENT_REQUESTED: { + "paid": DealStage.PILOT_ACTIVE, + "declined": DealStage.NEGOTIATING, + "default": DealStage.PAYMENT_REQUESTED, + }, + DealStage.PILOT_ACTIVE: { + "converted": DealStage.CLOSED_WON, + "churned": DealStage.CLOSED_LOST, + "default": DealStage.PILOT_ACTIVE, + }, +} + +STAGE_AUTO_ACTIONS = { + DealStage.NEW_LEAD: [ + ActionType.CLASSIFY_REPLY, + ActionType.SEND_WHATSAPP, + ActionType.LOG_ACTIVITY, + ], + DealStage.QUALIFYING: [ + ActionType.SEND_WHATSAPP, + ActionType.LOG_ACTIVITY, + ], + DealStage.QUALIFIED: [ + ActionType.BOOK_MEETING, + ActionType.ENROLL_SEQUENCE, + ActionType.SYNC_CRM, + ], + DealStage.NURTURING: [ + ActionType.ENROLL_SEQUENCE, + ], + DealStage.MEETING_BOOKED: [ + ActionType.SEND_WHATSAPP, + ActionType.SYNC_CRM, + ], + DealStage.MEETING_DONE: [ + ActionType.SEND_PROPOSAL, + ActionType.LOG_ACTIVITY, + ], + DealStage.PROPOSAL_SENT: [ + ActionType.LOG_ACTIVITY, + ], + DealStage.NEGOTIATING: [ + ActionType.CLASSIFY_REPLY, + ActionType.ESCALATE_HUMAN, + ], + DealStage.PAYMENT_REQUESTED: [ + ActionType.SEND_WHATSAPP, + ActionType.LOG_ACTIVITY, + ], + DealStage.PILOT_ACTIVE: [ + ActionType.GENERATE_REPORT, + ActionType.ONBOARD_CUSTOMER, + ], + DealStage.CLOSED_WON: [ + ActionType.SYNC_CRM, + ActionType.ONBOARD_CUSTOMER, + ActionType.GENERATE_REPORT, + ], + DealStage.OPTED_OUT: [ + ActionType.DO_NOTHING, + ], +} + +QUALIFICATION_QUESTIONS_AR = [ + "كم lead تقريباً تستقبلون شهرياً؟", + "وش أكبر تحدي عندكم في متابعة الاستفسارات؟", + "هل عندكم فريق مبيعات يتابع الـ leads حالياً؟", + "كم ميزانيتكم الشهرية لأدوات المبيعات/التسويق؟", + "متى تبون تبدون لو الحل مناسب؟", +] + +STAGE_MESSAGES_AR = { + DealStage.NEW_LEAD: "أهلاً وسهلاً! 👋 أنا مساعد Dealix الذكي. كيف أقدر أساعدك اليوم؟", + DealStage.QUALIFYING: "ممتاز! عشان أفهم احتياجكم بشكل أفضل — {question}", + DealStage.QUALIFIED: "بناءً على اللي ذكرته، Dealix يقدر يساعدكم. تبي نحجز 20 دقيقة demo؟\ncalendly.com/sami-assiri11/dealix-demo", + DealStage.NURTURING: "مرحبا مرة ثانية! عندنا تحديثات جديدة في Dealix ممكن تفيدكم. تبي أشرح؟", + DealStage.MEETING_BOOKED: "تم الحجز! 🎯 بنرسل لك تذكير قبل الموعد. لو تحتاج تغيّر الوقت قلّي.", + DealStage.MEETING_DONE: "شكراً على وقتك اليوم! بناءً على اللي ناقشناه، جهّزت لك عرض pilot مخصص.", + DealStage.PROPOSAL_SENT: "أرسلت لك تفاصيل العرض. أي سؤال أنا موجود.", + DealStage.NEGOTIATING: "فاهم. خلّني أشوف وش أقدر أسوي عشان نوصل لاتفاق يناسب الطرفين.", + DealStage.PAYMENT_REQUESTED: "العرض جاهز! الدفع:\n- تحويل بنكي\n- STC Pay\nبعد التأكيد نبدأ الإعداد خلال 4 ساعات.", + DealStage.PILOT_ACTIVE: "يوم {day} من الـ pilot! هذا تقرير اليوم:\n{report}", + DealStage.CLOSED_WON: "مبروك! 🎉 أهلاً بكم في Dealix. بنبدأ الإعداد الكامل.", + DealStage.OPTED_OUT: "تم. لن نتواصل مرة ثانية. شكراً على وقتكم.", +} + + +class OrchestratorEvent(BaseModel): + lead_id: str = "" + phone: str = "" + email: str = "" + company: str = "" + sector: str = "" + source: str = "whatsapp_inbound" + message: str = "" + current_stage: str = "new_lead" + event_type: str = "inbound_message" + + +class FullOSOrchestrator: + """Central brain that processes events and drives the deal lifecycle.""" + + def process_event(self, event: OrchestratorEvent) -> Dict[str, Any]: + current = DealStage(event.current_stage) if event.current_stage else DealStage.NEW_LEAD + + intent = self._classify_intent(event.message) + + transitions = STAGE_TRANSITIONS.get(current, {}) + next_stage = transitions.get(intent, transitions.get("default", current)) + + actions = STAGE_AUTO_ACTIONS.get(next_stage, []) + + response_message = self._get_stage_message(next_stage, event) + + human_required = next_stage in ( + DealStage.NEGOTIATING, + DealStage.PAYMENT_REQUESTED, + DealStage.PILOT_ACTIVE, + ) + + return { + "lead_id": event.lead_id or str(uuid4())[:8], + "previous_stage": current.value, + "intent_detected": intent, + "new_stage": next_stage.value, + "actions": [a.value for a in actions], + "response_message_ar": response_message, + "human_approval_required": human_required, + "auto_send_allowed": not human_required and next_stage != DealStage.OPTED_OUT, + "timestamp": datetime.now(timezone.utc).isoformat(), + "qualification_question": self._get_next_question(next_stage, event), + } + + def _classify_intent(self, message: str) -> str: + if not message: + return "default" + text = message.lower() + + if any(w in text for w in ["إيقاف", "stop", "unsubscribe", "لا تتواصل"]): + return "unsubscribe" + if any(w in text for w in ["مهتم", "interested", "أبي أجرب", "نجرب", "تمام", "نعم"]): + return "interested" + if any(w in text for w in ["demo", "ديمو", "أوريني", "عرض", "شرح"]): + return "wants_demo" + if any(w in text for w in ["كم السعر", "كم التكلفة", "pricing", "أسعار"]): + return "ask_price" + if any(w in text for w in ["تفاصيل", "details", "أكثر"]): + return "ask_details" + if any(w in text for w in ["لاحقاً", "later", "مو الحين", "بعدين"]): + return "not_now" + if any(w in text for w in ["دفعت", "حوّلت", "paid", "تم الدفع"]): + return "paid" + if any(w in text for w in ["شراكة", "partner", "وكالة"]): + return "interested" + return "default" + + def _get_stage_message(self, stage: DealStage, event: OrchestratorEvent) -> str: + template = STAGE_MESSAGES_AR.get(stage, "") + return template.replace("{company}", event.company or "").replace("{question}", "").replace("{day}", "1").replace("{report}", "") + + def _get_next_question(self, stage: DealStage, event: OrchestratorEvent) -> Optional[str]: + if stage == DealStage.QUALIFYING: + return QUALIFICATION_QUESTIONS_AR[0] + return None + + +orchestrator = FullOSOrchestrator() diff --git a/salesflow-saas/backend/app/services/whatsapp_multi_provider.py b/salesflow-saas/backend/app/services/whatsapp_multi_provider.py new file mode 100644 index 00000000..40458c10 --- /dev/null +++ b/salesflow-saas/backend/app/services/whatsapp_multi_provider.py @@ -0,0 +1,205 @@ +"""Multi-Provider WhatsApp Send — tries multiple providers with automatic fallback. + +Supported providers (in priority order): +1. Green API — free dev tier, simple REST, green-api.com +2. Ultramsg — simple REST, ultramsg.com +3. WhatsApp Cloud API (official Meta) — needs Business verification +4. Fonnte — ultra-cheap, fonnte.com + +The system tries each provider in order until one succeeds. +All providers normalize Saudi phone numbers to 966XXXXXXXXX. +""" + +from __future__ import annotations + +import logging +import os +from typing import Any, Dict, Optional + +import httpx + +logger = logging.getLogger("dealix.whatsapp_multi") + + +def _format_saudi_phone(phone: str) -> str: + phone = phone.strip().replace(" ", "").replace("-", "").replace("+", "") + if phone.startswith("05"): + phone = "966" + phone[1:] + elif phone.startswith("00966"): + phone = phone[2:] + elif phone.startswith("966"): + pass + elif phone.startswith("5") and len(phone) == 9: + phone = "966" + phone + return phone + + +async def send_via_greenapi(phone: str, message: str) -> Dict[str, Any]: + """Green API — free dev tier, green-api.com. + + Env vars: GREEN_API_INSTANCE_ID, GREEN_API_TOKEN + """ + instance = os.getenv("GREEN_API_INSTANCE_ID", "") + token = os.getenv("GREEN_API_TOKEN", "") + if not instance or not token: + return {"provider": "greenapi", "status": "not_configured"} + + formatted = _format_saudi_phone(phone) + url = f"https://api.green-api.com/waInstance{instance}/sendMessage/{token}" + payload = { + "chatId": f"{formatted}@c.us", + "message": message, + } + + try: + async with httpx.AsyncClient(timeout=15.0) as client: + resp = await client.post(url, json=payload) + data = resp.json() + if resp.status_code == 200 and data.get("idMessage"): + logger.info("GreenAPI sent to %s: %s", formatted, data.get("idMessage")) + return {"provider": "greenapi", "status": "sent", "message_id": data.get("idMessage")} + return {"provider": "greenapi", "status": "failed", "detail": data} + except Exception as exc: + return {"provider": "greenapi", "status": "error", "detail": str(exc)[:200]} + + +async def send_via_ultramsg(phone: str, message: str) -> Dict[str, Any]: + """Ultramsg — simple REST API, ultramsg.com. + + Env vars: ULTRAMSG_INSTANCE_ID, ULTRAMSG_TOKEN + """ + instance = os.getenv("ULTRAMSG_INSTANCE_ID", "") + token = os.getenv("ULTRAMSG_TOKEN", "") + if not instance or not token: + return {"provider": "ultramsg", "status": "not_configured"} + + formatted = _format_saudi_phone(phone) + url = f"https://api.ultramsg.com/{instance}/messages/chat" + + try: + async with httpx.AsyncClient(timeout=15.0) as client: + resp = await client.post(url, data={ + "token": token, + "to": formatted, + "body": message, + }) + data = resp.json() + if "error" not in str(data).lower() or data.get("sent") == "true": + logger.info("Ultramsg sent to %s", formatted) + return {"provider": "ultramsg", "status": "sent", "result": data} + return {"provider": "ultramsg", "status": "failed", "detail": data} + except Exception as exc: + return {"provider": "ultramsg", "status": "error", "detail": str(exc)[:200]} + + +async def send_via_fonnte(phone: str, message: str) -> Dict[str, Any]: + """Fonnte — ultra-cheap, fonnte.com. + + Env vars: FONNTE_TOKEN + """ + token = os.getenv("FONNTE_TOKEN", "") + if not token: + return {"provider": "fonnte", "status": "not_configured"} + + formatted = _format_saudi_phone(phone) + url = "https://api.fonnte.com/send" + + try: + async with httpx.AsyncClient(timeout=15.0) as client: + resp = await client.post(url, headers={"Authorization": token}, json={ + "target": formatted, + "message": message, + }) + data = resp.json() + if data.get("status"): + logger.info("Fonnte sent to %s", formatted) + return {"provider": "fonnte", "status": "sent", "result": data} + return {"provider": "fonnte", "status": "failed", "detail": data} + except Exception as exc: + return {"provider": "fonnte", "status": "error", "detail": str(exc)[:200]} + + +async def send_via_meta_cloud(phone: str, message: str) -> Dict[str, Any]: + """Official WhatsApp Cloud API (Meta). + + Env vars: WHATSAPP_API_TOKEN, WHATSAPP_PHONE_NUMBER_ID + """ + token = os.getenv("WHATSAPP_API_TOKEN", "") + phone_id = os.getenv("WHATSAPP_PHONE_NUMBER_ID", "") + if not token or not phone_id: + return {"provider": "meta_cloud", "status": "not_configured"} + + formatted = _format_saudi_phone(phone) + url = f"https://graph.facebook.com/v21.0/{phone_id}/messages" + + try: + async with httpx.AsyncClient(timeout=15.0) as client: + resp = await client.post(url, headers={ + "Authorization": f"Bearer {token}", + "Content-Type": "application/json", + }, json={ + "messaging_product": "whatsapp", + "to": formatted, + "type": "text", + "text": {"body": message}, + }) + data = resp.json() + if resp.status_code == 200 and data.get("messages"): + msg_id = data["messages"][0].get("id", "") + logger.info("MetaCloud sent to %s: %s", formatted, msg_id) + return {"provider": "meta_cloud", "status": "sent", "message_id": msg_id} + return {"provider": "meta_cloud", "status": "failed", "detail": data} + except Exception as exc: + return {"provider": "meta_cloud", "status": "error", "detail": str(exc)[:200]} + + +PROVIDER_CHAIN = [ + ("greenapi", send_via_greenapi), + ("ultramsg", send_via_ultramsg), + ("fonnte", send_via_fonnte), + ("meta_cloud", send_via_meta_cloud), +] + + +async def send_whatsapp_smart(phone: str, message: str) -> Dict[str, Any]: + """Try all configured providers in order until one succeeds.""" + attempts = [] + for name, send_fn in PROVIDER_CHAIN: + result = await send_fn(phone, message) + attempts.append(result) + if result.get("status") == "sent": + return { + "sent": True, + "provider_used": name, + "result": result, + "attempts": len(attempts), + } + + return { + "sent": False, + "provider_used": None, + "error": "all_providers_failed_or_not_configured", + "attempts": attempts, + } + + +async def check_providers() -> Dict[str, Any]: + """Check which providers are configured (without sending).""" + status = {} + for name, _ in PROVIDER_CHAIN: + if name == "greenapi": + configured = bool(os.getenv("GREEN_API_INSTANCE_ID") and os.getenv("GREEN_API_TOKEN")) + elif name == "ultramsg": + configured = bool(os.getenv("ULTRAMSG_INSTANCE_ID") and os.getenv("ULTRAMSG_TOKEN")) + elif name == "fonnte": + configured = bool(os.getenv("FONNTE_TOKEN")) + elif name == "meta_cloud": + configured = bool(os.getenv("WHATSAPP_API_TOKEN") and os.getenv("WHATSAPP_PHONE_NUMBER_ID")) + else: + configured = False + status[name] = configured + return { + "providers": status, + "any_configured": any(status.values()), + "recommended": "greenapi" if not any(status.values()) else next((k for k, v in status.items() if v), None), + } diff --git a/salesflow-saas/backend/railway.toml b/salesflow-saas/backend/railway.toml index 66a8bbd5..fde8d883 100644 --- a/salesflow-saas/backend/railway.toml +++ b/salesflow-saas/backend/railway.toml @@ -2,8 +2,7 @@ dockerfilePath = "Dockerfile" [deploy] -healthcheckPath = "/api/v1/health" +healthcheckPath = "/health" healthcheckTimeout = 120 -startCommand = "uvicorn app.main:app --host 0.0.0.0 --port ${PORT:-8000} --workers 2" restartPolicyType = "ON_FAILURE" restartPolicyMaxRetries = 3 diff --git a/salesflow-saas/backend/requirements.txt b/salesflow-saas/backend/requirements.txt index c2277edf..0cf2bda2 100644 --- a/salesflow-saas/backend/requirements.txt +++ b/salesflow-saas/backend/requirements.txt @@ -83,3 +83,4 @@ qrcode==8.0 Pillow==11.0.0 xmltodict==0.14.2 email-validator>=2.1.0 +aiosqlite>=0.20.0 diff --git a/salesflow-saas/backend/start.sh b/salesflow-saas/backend/start.sh new file mode 100755 index 00000000..c53de262 --- /dev/null +++ b/salesflow-saas/backend/start.sh @@ -0,0 +1,16 @@ +#!/bin/sh +set -e +echo "[dealix] PORT=$PORT" +echo "[dealix] Testing imports..." +python3 -c " +try: + from app.main import app + print(f'[dealix] OK — {len(app.routes)} routes') +except Exception as e: + print(f'[dealix] IMPORT FAILED: {e}') + import traceback + traceback.print_exc() + exit(1) +" 2>&1 +echo "[dealix] Starting uvicorn on port ${PORT:-8000}..." +exec uvicorn app.main:app --host 0.0.0.0 --port "${PORT:-8000}" --workers 1 --log-level info diff --git a/salesflow-saas/backend/tests/test_automation_system.py b/salesflow-saas/backend/tests/test_automation_system.py new file mode 100644 index 00000000..4d6cd68d --- /dev/null +++ b/salesflow-saas/backend/tests/test_automation_system.py @@ -0,0 +1,175 @@ +"""Tests for the full automation outreach system — drafts, pipeline, followups.""" + +import pytest +from fastapi.testclient import TestClient +from fastapi import FastAPI + + +@pytest.fixture +def app(): + app = FastAPI() + from app.api.v1.automation import router as auto_router + app.include_router(auto_router) + return app + + +@pytest.fixture +def client(app): + return TestClient(app) + + +def test_email_generate(client): + resp = client.post("/automation/email/generate", json={ + "company": "Foodics", + "sector": "saas", + "city": "الرياض", + "contact_name": "أحمد", + }) + assert resp.status_code == 200 + data = resp.json() + assert "subject_ar" in data + assert "body_ar" in data + assert "followup_day_2" in data + assert "followup_day_5" in data + assert "call_script_ar" in data + assert "linkedin_manual_message" in data + assert data["opt_out_included"] is True + assert data["word_count"] > 0 + assert "Foodics" in data["subject_ar"] + + +def test_email_generate_with_signals(client): + resp = client.post("/automation/email/generate", json={ + "company": "TestCo", + "sector": "real_estate", + "signals": ["hubspot"], + }) + data = resp.json() + assert "HubSpot" in data["body_ar"] + + +def test_compliance_check_allowed(client): + resp = client.post("/automation/compliance/check", json={ + "email": "ahmed@company.sa", + "company": "TestCo", + "source": "linkedin", + }) + data = resp.json() + assert data["allowed"] is True + assert data["reason"] == "compliant" + + +def test_compliance_check_opt_out(client): + resp = client.post("/automation/compliance/check", json={ + "email": "ahmed@company.sa", + "opt_out": True, + }) + data = resp.json() + assert data["allowed"] is False + assert data["reason"] == "opt_out" + + +def test_compliance_check_bounced(client): + resp = client.post("/automation/compliance/check", json={ + "email": "bad@company.sa", + "bounced_before": True, + }) + data = resp.json() + assert data["allowed"] is False + assert data["reason"] == "bounced_before" + + +def test_compliance_check_high_risk(client): + resp = client.post("/automation/compliance/check", json={ + "email": "ceo@big.sa", + "risk_score": 80, + }) + data = resp.json() + assert data["allowed"] is False + assert data["reason"] == "high_risk" + + +def test_compliance_check_personal_email(client): + resp = client.post("/automation/compliance/check", json={ + "email": "ahmed@gmail.com", + "source": "linkedin", + }) + data = resp.json() + assert data["allowed"] is True + assert "personal_email" in data["reason"] + + +def test_compliance_check_no_source(client): + resp = client.post("/automation/compliance/check", json={ + "email": "ahmed@company.sa", + "source": "", + }) + data = resp.json() + assert data["allowed"] is False + assert data["reason"] == "no_source" + + +def test_reply_classify_interested(client): + resp = client.post("/automation/reply/classify", json={ + "reply_text": "مهتم جداً، أبي أجرب", + "company": "TestCo", + }) + data = resp.json() + assert data["category"] == "interested" + assert data["auto_reply_allowed"] is True + assert "calendly" in data["suggested_response"].lower() or "demo" in data["suggested_response"].lower() or "20 دقيقة" in data["suggested_response"] + + +def test_reply_classify_price(client): + resp = client.post("/automation/reply/classify", json={ + "reply_text": "كم السعر؟", + }) + data = resp.json() + assert data["category"] == "ask_price" + assert "499" in data["suggested_response"] + + +def test_reply_classify_unsubscribe(client): + resp = client.post("/automation/reply/classify", json={ + "reply_text": "إيقاف لا تتواصل معي", + }) + data = resp.json() + assert data["category"] == "unsubscribe" + assert data["auto_reply_allowed"] is False + + +def test_reply_classify_crm(client): + resp = client.post("/automation/reply/classify", json={ + "reply_text": "عندنا CRM وما نحتاج نظام ثاني", + }) + data = resp.json() + assert data["category"] == "already_has_crm" + assert "طبقة" in data["suggested_response"] or "CRM" in data["suggested_response"] + + +def test_daily_targeting_generate(client): + resp = client.post("/automation/daily-targeting/generate", json={ + "sectors": ["real_estate", "construction"], + "cities": ["الرياض"], + "daily_target_count": 5, + }) + data = resp.json() + assert data["total_generated"] > 0 + assert len(data["targets"]) <= 5 + assert data["targets"][0]["sector"] in ("real_estate", "construction") + assert data["approval_required"] is True + + +def test_sector_pain_map_coverage(client): + """Verify all 9 sectors produce valid emails.""" + sectors = ["real_estate", "construction", "hospitality", "food_beverage", + "logistics", "agency", "saas", "healthcare", "education"] + for sector in sectors: + resp = client.post("/automation/email/generate", json={ + "company": f"Test_{sector}", + "sector": sector, + }) + assert resp.status_code == 200, f"Failed for sector: {sector}" + data = resp.json() + assert len(data["body_ar"]) > 50, f"Empty body for {sector}" + assert "إيقاف" in data["body_ar"], f"Missing opt-out for {sector}" diff --git a/salesflow-saas/docs/ops/10_CUSTOMERS_PER_WEEK_MACHINE.md b/salesflow-saas/docs/ops/10_CUSTOMERS_PER_WEEK_MACHINE.md new file mode 100644 index 00000000..ccfa748b --- /dev/null +++ b/salesflow-saas/docs/ops/10_CUSTOMERS_PER_WEEK_MACHINE.md @@ -0,0 +1,236 @@ +# Dealix — ماكينة 10 زبائن/أسبوع + +## الحساب الدقيق + +``` +10 زبائن مدفوعين/أسبوع += 30 demo/أسبوع (33% demo→paid) += 100 رد إيجابي/أسبوع (30% reply→demo) += 500 محادثة/أسبوع (20% touch→reply) += ~70 محادثة/يوم +``` + +## مصادر الـ 70 محادثة يومياً + +| القناة | يومياً | أسبوعياً | النوع | +|--------|--------|----------|-------| +| LinkedIn DM (مباشر) | 10 | 70 | cold/warm | +| Cold Email (مخصص) | 20 | 140 | cold | +| WhatsApp warm | 5 | 35 | warm | +| Landing page inbound | 5 | 35 | inbound | +| Partner referrals | 5 | 35 | warm | +| X/LinkedIn content inbound | 5 | 35 | inbound | +| Community/group posts | 5 | 35 | warm | +| Referral asks | 5 | 35 | warm | +| Re-engagement (cold leads) | 10 | 70 | reactivation | +| **المجموع** | **70** | **490** | | + +## خطة الأسبوع الأول (واقعية) + +| اليوم | LinkedIn | Email | WhatsApp | Content | Referral | المجموع | +|-------|----------|-------|----------|---------|----------|---------| +| السبت | 10 | 20 | 5 | 2 | 3 | 40 | +| الأحد | 10 | 20 | 5 | 1 | 3 | 39 | +| الإثنين | 10 | 20 | 5 | 2 | 3 | 40 | +| الثلاثاء | 10 | 20 | 5 | 1 | 3 | 39 | +| الأربعاء | 10 | 20 | 5 | 2 | 3 | 40 | +| الخميس | 10 | 20 | 5 | 1 | 3 | 39 | +| الجمعة | 5 | 0 | 5 | 2 | 5 | 17 | +| **المجموع** | **65** | **120** | **35** | **11** | **23** | **254** | + +Week 1 = 254 touch. Week 2+ = 490+/week مع content inbound يكبر. + +--- + +## القطاعات المستهدفة (6 segments) + +### Segment 1: SaaS سعودي (أعلى fit) +- **ICP:** شركة SaaS 20-200 موظف، عندها leads من موقع/إعلانات +- **المشكلة:** رد بطيء، leads تبرد، فريق مبيعات صغير +- **العرض:** pilot 7 أيام مجاني → 990 ريال/شهر +- **أمثلة:** Foodics, Salla, Lean, Lucidya, Rewaa, Qoyod, Maqsam + +### Segment 2: وكالات تسويق (أعلى volume) +- **ICP:** وكالة 5-50 موظف، عندها عملاء B2B +- **المشكلة:** عملاءهم يجيبون leads بالإعلانات لكن المتابعة ضعيفة +- **العرض:** شراكة setup + retainer (3,000-15,000 لكل عميل) +- **أمثلة:** Peak Content, Digital8, Brand Lounge, Wavy, Bold + +### Segment 3: عقارات (أعلى urgency) +- **ICP:** شركة عقارية أو مطوّر، leads كثيرة من إعلانات +- **المشكلة:** 500+ lead/شهر، 30% فقط يُتابع +- **العرض:** pilot على 50 lead → يثبت ROI فوري +- **أمثلة:** Aqar, Dar Global, Roshn + +### Segment 4: تجارة إلكترونية (volume) +- **ICP:** متجر إلكتروني متوسط، واتساب كقناة رئيسية +- **المشكلة:** رسائل واتساب كثيرة، رد يدوي بطيء +- **العرض:** رد تلقائي + تأهيل + حجز +- **أمثلة:** Jarir online, Dokkan Afkar, Haraj sellers + +### Segment 5: خدمات B2B (high LTV) +- **ICP:** شركة خدمات (استشارات، محاماة، محاسبة) +- **المشكلة:** leads من الموقع تضيع بسبب عدم المتابعة +- **العرض:** pilot مع تأهيل + حجز مواعيد +- **أمثلة:** Big 4 partners, law firms, consulting boutiques + +### Segment 6: مطاعم/F&B (quick win) +- **ICP:** سلسلة 5+ فروع، طلبات واتساب/إنستقرام +- **المشكلة:** طلبات B2B (تموين، حفلات) تضيع +- **العرض:** رد تلقائي على طلبات التموين +- **أمثلة:** Albaik (B2B), Herfy catering, Floward corporate + +--- + +## الرسائل حسب القطاع + +### SaaS — LinkedIn DM +``` +السلام عليكم [الاسم]، + +شفت إن [الشركة] تستخدمون [HubSpot/WhatsApp widget/forms] +— يعني عندكم leads تجي من الموقع. + +سؤال سريع: كم lead تخسرونه شهرياً بسبب تأخر الرد؟ + +ديلكس يرد بالعربي خلال 45 ثانية، يؤهل العميل، ويحجز +الموعد تلقائياً. بدون ما تغيّرون CRM. + +أوريك تجربة 20 دقيقة على سيناريو من شغلكم؟ +calendly.com/sami-assiri11/dealix-demo +``` + +### وكالات — LinkedIn DM +``` +السلام عليكم [الاسم]، + +أطلقنا Dealix — طبقة AI بالعربي ترد على leads عملاء الوكالات +وتأهلهم وتحجز لهم مواعيد. + +الفكرة للوكالة: تبيعونها كـ setup + retainer فوق حملاتكم +الحالية. العميل يشوف ROI أسرع، وأنتم تزيدون MRR. + +أبي أجرب مع أول عميل عندكم كـ pilot مجاني. +20 دقيقة أشرح الآلية؟ +calendly.com/sami-assiri11/dealix-demo +``` + +### عقارات — WhatsApp +``` +السلام عليكم [الاسم]، + +أشتغل على Dealix — يرد على leads العقار بالعربي +خلال 45 ثانية، يسأل عن الميزانية والموقع المفضل +والمساحة، ويحجز موعد معاينة تلقائي. + +عندكم leads من إعلانات تبغون تجربون عليها أسبوع؟ +بدون التزام. +``` + +### تجارة إلكترونية — Email +``` +الموضوع: رد تلقائي بالعربي على رسائل واتساب متجركم + +مرحباً [الاسم]، + +Dealix يساعد المتاجر الإلكترونية ترد على استفسارات +واتساب بالعربي تلقائياً — يجاوب عن المنتج، يأكد +التوفر، ويوجّه العميل للشراء. + +أقدر أوريك تجربة على 10 محادثات من متجركم. +هل يناسبك هذا الأسبوع؟ + +إذا ما كان مناسبًا، أرسل "إيقاف" ولن أتابع. +``` + +--- + +## الأدوات المطلوبة + +| الأداة | الغرض | التكلفة | الأولوية | +|--------|--------|---------|---------| +| LinkedIn Sales Nav | بحث + 50 InMail/شهر | $80/شهر | P0 | +| Instantly.ai أو Smartlead | cold email automation | $30/شهر | P0 | +| Calendly | حجز مواعيد | مجاني | P0 (موجود) | +| WhatsApp Business | رسائل warm | مجاني | P0 | +| Resend API | transactional email | مجاني | P0 (موجود) | +| Google Sheets | CRM يدوي | مجاني | P0 | +| PostHog | tracking | مجاني | P0 (موجود) | +| Stripe/Moyasar | دفع | بعد أول demo | P1 | + +**إجمالي: $110/شهر** — أقل من ربع زبون واحد. + +--- + +## Tracker Template (Google Sheet) + +| # | الشركة | الشخص | القطاع | القناة | التاريخ | الحالة | الرد | Demo | Pilot | Paid | ملاحظات | +|---|--------|-------|--------|--------|---------|--------|------|------|-------|------|---------| +| 1 | | | | LinkedIn | | sent | | | | | | +| 2 | | | | Email | | sent | | | | | | + +**الحالات:** new → sent → replied → demo_booked → demo_done → pilot_started → pilot_ended → paid → churned + +--- + +## KPIs أسبوعية + +| المقياس | الأسبوع 1 | الأسبوع 2 | الأسبوع 3 | الأسبوع 4 | الهدف الشهري | +|---------|-----------|-----------|-----------|-----------|-------------| +| Touches | 254 | 490 | 490 | 490 | 1,724 | +| Replies | 25 | 50 | 70 | 100 | 245 | +| Demos | 3 | 8 | 10 | 10 | 31 | +| Pilots | 1 | 3 | 5 | 5 | 14 | +| Paid | 0 | 1 | 3 | 6 | **10** | +| MRR (SAR) | 0 | 990 | 2,970 | 5,940 | **9,900** | + +--- + +## Daily Operating Schedule + +``` +07:00 Wake + check replies from yesterday +08:00 LinkedIn: send 10 DMs (from target list) +09:00 Email: send 20 cold emails (Instantly/Smartlead) +10:00 WhatsApp: 5 warm messages +10:30 Demo #1 (if booked) +11:30 Demo #2 (if booked) +12:00 Follow-ups: reply to all messages +13:00 Break +14:00 Partner outreach: 5 agency messages +15:00 Demo #3 (if booked) +16:00 Content: write + publish 1-2 posts +17:00 Referral asks: 3-5 warm intros +18:00 Scorecard update + tomorrow prep +20:00 Reply to late messages +``` + +--- + +## Week 1 Exact Plan + +### Day 1 (السبت) +- [ ] Morning: send 10 LinkedIn DMs (SaaS segment) +- [ ] Send 20 cold emails (SaaS + agencies) +- [ ] 5 WhatsApp to warm contacts +- [ ] Publish Founder Launch Post +- [ ] 3 referral asks +- [ ] Scorecard update + +### Day 2 (الأحد) +- [ ] 10 LinkedIn DMs (agencies segment) +- [ ] 20 emails (agencies + real estate) +- [ ] 5 WhatsApp +- [ ] 1 X post +- [ ] Handle Day 1 replies +- [ ] 3 referral asks + +### Day 3 (الإثنين) +- [ ] 10 LinkedIn DMs (real estate + ecomm) +- [ ] 20 emails +- [ ] 5 WhatsApp +- [ ] LinkedIn article/thread +- [ ] First demos (if booked) +- [ ] 3 referral asks + +### Day 4-7: repeat + handle demos + send pilot offers + request payments diff --git a/salesflow-saas/docs/ops/AGENCY_PARTNER_OFFER.md b/salesflow-saas/docs/ops/AGENCY_PARTNER_OFFER.md new file mode 100644 index 00000000..759d65c5 --- /dev/null +++ b/salesflow-saas/docs/ops/AGENCY_PARTNER_OFFER.md @@ -0,0 +1,212 @@ +# Dealix — Agency & Partner Offer + +--- + +## Who This Is For + +| Partner Type | Profile | Why They Care | +|-------------|---------|---------------| +| **Performance Agency** | Runs ads for Saudi B2B clients, 5-30 people | Leads go cold → client churns → agency loses MRR | +| **Full-Service Digital Agency** | Websites + ads + social, 10-50 people | Needs post-lead solution to retain clients | +| **Freelance Digital Marketer** | Solo or 2-3 people, manages multiple clients | Wants recurring revenue beyond project fees | +| **CRM/RevOps Consultant** | Implements HubSpot/Zoho/Salesforce | Client doesn't use CRM because no leads flow in properly | +| **WhatsApp Marketing Specialist** | Knows Saudi WhatsApp culture | Can't scale manual responses for 10+ clients | +| **IT Services Company** | Sells tech solutions to Saudi SMEs | Wants to add SaaS reselling to portfolio | + +--- + +## What Partners Can Sell + +### Tier 1: Dealix Response (للشركات الصغيرة) +**Client pays partner:** 990 SAR/month +**Setup fee:** 3,000 SAR (partner keeps 100%) +**Partner MRR share:** 30% = 297 SAR/month + +**Scope:** +- AI Arabic responder on WhatsApp or web forms +- 5 qualification questions configured per client +- Leads classified: hot / warm / cold +- Weekly summary report (manual first, auto later) + +**Dealix delivers:** System config + AI response + weekly report +**Partner delivers:** Client relationship + billing + communication + +### Tier 2: Dealix Growth (للشركات المتوسطة) +**Client pays partner:** 2,490 SAR/month +**Setup fee:** 7,000 SAR (partner keeps 100%) +**Partner MRR share:** 25% = 622 SAR/month + +**Scope:** +Everything in Tier 1, plus: +- Calendly/booking integration +- CRM sync (HubSpot two-way) +- Follow-up sequences (Day +2, +5, +10) +- Daily report (not just weekly) + +### Tier 3: Dealix Enterprise (للمؤسسات) +**Client pays partner:** Custom (starting 5,000+ SAR/month) +**Setup fee:** 15,000+ SAR +**Partner MRR share:** 20% (negotiable) + +**Scope:** +Everything in Tier 2, plus: +- Multi-channel (WhatsApp + Email + Voice) +- Executive dashboard +- Approval workflows +- SLA tracking +- Dedicated account manager from Dealix + +--- + +## Service-Exchange Models + +### Model A: Referral Only +- Partner introduces client +- Dealix handles everything (sales, setup, billing) +- Partner earns **10% of MRR for 12 months** +- No work required from partner after intro +- Best for: consultants, mentors, advisors + +### Model B: Co-Sell +- Partner sells to client, collects payment +- Dealix provides system + support +- Partner earns **setup fee (100%) + 20-30% MRR** +- Partner handles client relationship +- Best for: agencies with existing clients + +### Model C: White-Label (future) +- Partner brands Dealix as their own +- Full control of client billing +- Higher MRR share (40-50%) +- Requires Scale plan or above +- **Not available now — post first 10 paying partners** + +--- + +## What Dealix Delivers (manual-first) + +| Deliverable | Now (Manual) | Later (Automated) | +|-------------|-------------|------------------| +| Client onboarding | Sami configures in 24h | Self-service portal | +| Arabic response templates | Manually tuned per sector | LLM-generated per client | +| Qualification questions | Configured per client brief | AI-optimized from conversations | +| Daily/weekly reports | Manual email | Auto-generated dashboard | +| CRM sync | Manual export + import | Real-time HubSpot sync | +| Billing to client | Partner handles | Moyasar recurring (future) | +| Partner commission | Manual bank transfer | Automatic monthly payout | +| Escalation | WhatsApp to Sami | Ticketing system | + +--- + +## Implementation Packages + +### Quick Start (1 day) +- 1 channel (WhatsApp or web form) +- 5 qualification questions +- 1 sector template +- Weekly report +- **Setup: 3,000 SAR** + +### Standard (3 days) +- 2 channels +- Custom qualification flow +- Calendly integration +- CRM sync +- Daily report +- **Setup: 7,000 SAR** + +### Advanced (5-7 days) +- All channels +- Multi-department routing +- Approval workflows +- Executive dashboard +- **Setup: 15,000+ SAR** + +--- + +## Referral / Partner Workflow + +### Step 1: Partner Applies +- Books Calendly call or sends WhatsApp message +- Sami evaluates fit (are they in Saudi B2B? do they have clients?) +- If yes → simple 1-page partner agreement + +### Step 2: First Client Pilot +- Partner introduces their best-fit client +- Dealix runs 7-day pilot on client's leads — **free for first client** +- Client sees: faster response, more qualified leads, booked meetings + +### Step 3: Client Converts +- Client agrees to monthly plan +- Partner bills client directly (co-sell) or Dealix bills (referral) +- Partner earns according to model A, B, or C + +### Step 4: Scale +- Partner adds more clients +- Each new client = new setup fee + new MRR +- Monthly partner check-in with Sami + +--- + +## Stage-1 Partner Motion (Week 1-4) + +### Target: 5 partners signed, 3 with first client in pilot + +**Week 1:** Contact 10 agencies +- 5 via LinkedIn DM (message in COMMAND_CENTER.md) +- 5 via warm WhatsApp (personal network) +- Offer: free pilot for first client + +**Week 2:** Run 3 pilots +- Each pilot = 7 days on client's leads +- Daily report to partner + client +- Measure: response time, qualified leads, booked meetings + +**Week 3:** Convert 2 pilots to paid +- Partner earns first setup fee +- MRR starts flowing + +**Week 4:** Onboard 2 more partners +- Use first partner as reference +- Repeat Week 1-2 process + +### First 5 Partner Targets +1. **Peak Content** (Riyadh) — content marketing, has B2B clients +2. **Digital8** (Riyadh) — full service, performance marketing +3. **Wavy** (Saudi) — social media management +4. **Hayan** (Saudi) — HubSpot implementation partner +5. **Bold Agency** (Riyadh) — performance + creative + +### Partner Outreach Message +``` +السلام عليكم [الاسم]، + +أنا سامي — مؤسس Dealix. نشتغل على طبقة AI بالعربي ترد +على leads عملاء الوكالات وتأهلهم وتحجز مواعيد تلقائياً. + +الفكرة لكم: تبيعونها كـ setup + retainer فوق خدماتكم. +العميل يشوف ROI أسرع — وأنتم تزيدون MRR. + +نبدأ بـ pilot مجاني لأول عميل عندكم — 7 أيام بلا تكلفة. + +يناسبك 20 دقيقة هذا الأسبوع؟ +calendly.com/sami-assiri11/dealix-demo +``` + +--- + +## Revenue Math + +``` +Per partner (conservative): + 2 clients/quarter × 990 SAR/month = 1,980 SAR MRR + + 2 × 3,000 SAR setup = 6,000 SAR + Annual from 1 partner: 23,760 + 6,000 = 29,760 SAR + +5 partners: + = 9,900 SAR MRR + 30,000 SAR setup + = ~148,800 SAR/year + +10 partners: + = ~297,600 SAR/year +``` diff --git a/salesflow-saas/docs/ops/AGENCY_PARTNER_PLAN.md b/salesflow-saas/docs/ops/AGENCY_PARTNER_PLAN.md new file mode 100644 index 00000000..d4162d26 --- /dev/null +++ b/salesflow-saas/docs/ops/AGENCY_PARTNER_PLAN.md @@ -0,0 +1,78 @@ +# Dealix — Agency / Partner Motion Plan + +## Who Are Partners + +| Type | Example | What They Sell | Our Revenue Share | +|------|---------|---------------|------------------| +| **Referral** | Freelancer, consultant | Intro only | 10% MRR × 12 months | +| **Implementation** | HubSpot consultant, RevOps | Setup + config | 100% of setup fee | +| **Agency** | Digital agency, performance agency | Setup + monthly service | Setup fee + 20-30% MRR | +| **Strategic** | Salla, Zid, Unifonic | Co-sell / bundle | Revenue share negotiated | + +## What Partners Can Sell + +### Package 1: "Dealix Basic" (for agency clients) +- AI Arabic responder on WhatsApp/forms +- Lead qualification (5 questions) +- Daily summary report +- **Client pays agency:** 990 SAR/month +- **Agency keeps:** 297 SAR/month (30%) +- **Setup fee to agency:** 3,000 SAR (agency keeps 100%) + +### Package 2: "Dealix Growth" (for larger clients) +- Everything in Basic +- Calendly/booking integration +- CRM sync (HubSpot) +- Follow-up sequences +- **Client pays agency:** 2,490 SAR/month +- **Agency keeps:** 622 SAR/month (25%) +- **Setup fee:** 7,000 SAR (agency keeps 100%) + +## What We Deliver (manual-first) +- System configuration for each client +- Arabic response templates tuned to client's sector +- Daily monitoring first 7 days +- Escalation support +- Monthly performance review + +## What Is Manual Now vs Automated Later + +| Activity | Now (Manual) | Later (Automated) | +|----------|-------------|------------------| +| Client onboarding | Sami + Google Sheet | Self-service portal | +| Response config | Manually set templates | LLM-generated per client | +| Daily report | Manual email | Auto-generated dashboard | +| Billing | Bank transfer / STC Pay | Moyasar recurring | +| Partner commission | Manual calculation | Automatic payout | + +## Stage-1 Service Exchange (First 3 Partners) + +### Offer to Agency: +"أعطيني أول عميل عندك — أسوي له pilot مجاني 7 أيام. +لو العميل رضي واشترك، تبدأ تحصّل 30% من MRR + setup fee كامل لك. +لو ما رضي — لا التزام." + +### Partner Onboarding Checklist: +1. Partner signs simple agreement (1 page) +2. Partner introduces first client +3. We run 7-day pilot on client's leads +4. Client converts → partner earns +5. Repeat + +## First 5 Partner Targets +1. Peak Content (Riyadh) — content + digital +2. Digital8 (Riyadh) — full service digital +3. Wavy (Saudi) — social media +4. Hayan (Saudi) — HubSpot partner +5. Bold Agency (Riyadh) — performance + +## Revenue Math (per partner) + +``` +1 partner × 3 clients/quarter += 3 × 990 SAR/month = 2,970 SAR MRR per partner ++ 3 × 3,000 SAR setup = 9,000 SAR one-time + +5 partners × same rate = 14,850 SAR MRR + 45,000 SAR setup += ~223,800 SAR/year from partner channel alone +``` diff --git a/salesflow-saas/docs/ops/DAILY_REVENUE_MACHINE.md b/salesflow-saas/docs/ops/DAILY_REVENUE_MACHINE.md new file mode 100644 index 00000000..07ce7a35 --- /dev/null +++ b/salesflow-saas/docs/ops/DAILY_REVENUE_MACHINE.md @@ -0,0 +1,215 @@ +# Dealix — Daily Revenue Machine +# ماكينة الإيراد اليومي + +## الهدف: تدفق مالي يومي مستقر + +``` +الهدف الشهري: 30,000 ريال MRR += 30 عميل × 990 ريال/شهر (Starter) += ~1,000 ريال/يوم إيراد متكرر +``` + +--- + +## 8 قنوات إيراد متوازية + +### القناة 1: LinkedIn Outbound (أعلى جودة) +**الأداة:** LinkedIn Sales Navigator ($80/شهر) +**الحجم:** 10 رسائل/يوم × 6 أيام = 60/أسبوع +**التحويل المتوقع:** 15% رد → 5% demo → 2% paid +**الإيراد المتوقع:** 60 × 2% = ~1 عميل/أسبوع = 990 ريال + +**التنفيذ:** +1. Sales Navigator → فلتر: Saudi Arabia + 20-200 employees + SaaS/Services/Real Estate +2. ابحث عن: VP Sales, Head of Sales, CEO, COO, Growth Lead +3. أرسل Connection Request + Note (النص في SAUDI_60_TARGETS.md) +4. بعد القبول → رسالة تفصيلية + Calendly +5. Follow-up +2/+5/+10 أيام + +--- + +### القناة 2: Cold Email (أعلى volume) +**الأداة:** Instantly.ai ($30/شهر) أو Smartlead ($39/شهر) +**الحجم:** 30-50 إيميل/يوم × 6 أيام = 180-300/أسبوع +**التحويل المتوقع:** 3% reply → 1% demo → 0.3% paid +**الإيراد المتوقع:** 300 × 0.3% = ~1 عميل/أسبوع = 990 ريال + +**التنفيذ:** +1. اجمع إيميلات من: + - LinkedIn profiles (اسأل في الرسالة) + - Company websites (contact/about pages) + - Apollo.io free tier (50 credits/شهر) + - Hunter.io (50 searches مجاناً) +2. حمّل في Instantly.ai +3. Sequence: 3 إيميلات × 3 أيام بينهم +4. Subject lines مُختبرة: + - "سؤال سريع عن متابعة الـ leads في [الشركة]" + - "73% من العملاء السعوديين يتوقعون رد خلال 30 دقيقة" + - "[الاسم] — فكرة لـ [الشركة]" +5. **مهم:** كل إيميل فيه سطر opt-out: "إذا ما كان مناسبًا، أرسل 'إيقاف'" + +--- + +### القناة 3: WhatsApp Warm (أسرع إقفال) +**الأداة:** WhatsApp Business (مجاني) +**الحجم:** 5-10 رسائل/يوم (warm contacts فقط) +**التحويل المتوقع:** 30% reply → 15% demo → 8% paid +**الإيراد المتوقع:** 50 × 8% = ~4 عملاء/أسبوع = 3,960 ريال + +**التنفيذ:** +- أرسل لـ: أصدقاء founders، زملاء سابقين، معارف من مؤتمرات +- الرسالة: Tier 1 من FIRST_REVENUE_GUARANTEE_PLAYBOOK +- **هذي أسرع قناة للإيراد — ابدأ فيها أول** + +--- + +### القناة 4: Agency Partners (أعلى LTV) +**الأداة:** LinkedIn + WhatsApp +**الحجم:** 5 وكالات/أسبوع +**التحويل المتوقع:** 20% partner → 2 عملاء لكل وكالة +**الإيراد المتوقع:** 1 وكالة = 5,000 setup + 990×2 = 6,980 ريال + +**التنفيذ:** +1. ابحث: "digital marketing agency Saudi" أو "وكالة تسويق رقمي الرياض" +2. أرسل رسالة وكالة من SAUDI_60_TARGETS.md +3. العرض: Setup 3,000-5,000 + 20-30% MRR recurring +4. أول عميل مجاني كـ proof + +--- + +### القناة 5: Content Inbound (مجاني + مركّب) +**الأداة:** LinkedIn + X (مجاني) +**الحجم:** 1-2 post/يوم +**التحويل المتوقع:** 5 inbound leads/أسبوع بعد أسبوعين +**الإيراد المتوقع:** 5 × 10% = 0.5 عميل/أسبوع بعد شهر + +**التنفيذ:** +- **يوم 1:** "أطلقنا Dealix — مندوب مبيعات AI بالعربي" +- **يوم 2:** "73% من العملاء السعوديين يتوقعون رد خلال 30 دقيقة" +- **يوم 3:** "كيف تحوّل وكالتك إلى revenue machine" +- **يوم 4:** "3 أيام من الإطلاق — وش تعلمنا" +- **يوم 5:** "عرض pilot بريال واحد — أول 5 شركات" +- **يوم 6:** "ليش الوكالات هي مستقبل SaaS في السعودية" +- **يوم 7:** "تقرير: Saudi AI GTM 2026" + +--- + +### القناة 6: Community/Group Posts (warm leads) +**الأداة:** WhatsApp/Telegram groups + Reddit r/saudiarabia + LinkedIn groups +**الحجم:** 3-5 posts/أسبوع في مجموعات مختلفة +**التحويل المتوقع:** 2-3 leads/أسبوع + +**التنفيذ:** +- ابحث عن مجموعات: "رواد أعمال سعوديين"، "Saudi Startups"، "SaaS MENA" +- انشر قيمة أولاً (مشكلة + حل) — لا تبيع مباشرة +- مثال: "سؤال للمؤسسين: كيف تتعاملون مع leads تجي بالليل؟ نشتغل على حل AI بالعربي — أبي أسمع تجاربكم" + +--- + +### القناة 7: Referral Program (أقل جهد) +**الأداة:** رسالة واتساب + tracking يدوي +**الحجم:** 5 referral asks/أسبوع +**التحويل المتوقع:** 20% يعطون intro + +**التنفيذ:** +- بعد كل محادثة إيجابية (حتى لو ما شرى): "تعرف أحد ممكن يستفيد من ديلكس؟ 10% من أول سنة لك" +- رسالة Referral: + "هل تعرف founder سعودي عنده leads كثيرة ومتابعة ضعيفة؟ أعطني اسمه وأنا أتواصل معه. لو اشترك = 10% من MRR لك لمدة سنة." + +--- + +### القناة 8: Paid Ads (بعد إثبات المنتج) +**متى تبدأ:** بعد أول 5 عملاء مدفوعين +**الأداة:** LinkedIn Ads + Google Ads +**الميزانية:** 2,000-5,000 ريال/شهر +**المتوقع:** 10-20 lead/أسبوع × 5% = 1 عميل/أسبوع + +--- + +## الجدول اليومي للإيراد + +``` +07:00 قراءة الردود + تصنيف (reply classifier) +08:00 LinkedIn: 10 DMs (Sales Navigator) +09:00 Email: 30 cold emails (Instantly.ai) +10:00 WhatsApp: 5 warm messages +10:30 Demo #1 +11:30 Demo #2 +12:00 Follow-ups: كل الردود +13:00 استراحة +14:00 Partner outreach: 3 وكالات +15:00 Demo #3 +16:00 Content: كتابة + نشر 1-2 posts +17:00 Community + Referral asks +18:00 Scorecard update + تحضير الغد +20:00 ردود متأخرة +``` + +--- + +## Conversion Funnel المستهدف + +``` +Week 1: 254 touch → 25 reply → 3 demo → 1 pilot → 0 paid +Week 2: 490 touch → 50 reply → 8 demo → 3 pilot → 1 paid (990 SAR) +Week 3: 490 touch → 70 reply → 10 demo → 5 pilot → 3 paid (2,970 SAR) +Week 4: 490 touch → 100 reply → 10 demo → 5 pilot → 6 paid (5,940 SAR) +Month 2: target 30 paid = 29,700 SAR MRR +Month 3: target 60 paid + 3 agencies = 59,400 + 15,000 = 74,400 SAR +``` + +--- + +## الأدوات المطلوبة (إجمالي: 149 ريال/شهر) + +| الأداة | الغرض | التكلفة | +|--------|--------|---------| +| LinkedIn Sales Navigator | بحث + InMail | $80 = 300 ريال | +| Instantly.ai | cold email automation | $30 = 112 ريال | +| Calendly | حجز مواعيد | مجاني | +| WhatsApp Business | warm outreach | مجاني | +| Google Sheets | CRM يدوي | مجاني | +| Loom | تسجيل demo | مجاني | +| PostHog | analytics | مجاني | +| Hunter.io | email finder | مجاني (50/شهر) | + +--- + +## Pricing Matrix + +| الخطة | السعر | المناسب لـ | +|-------|-------|-----------| +| Pilot | 1 ريال / 7 أيام | إثبات القيمة | +| Starter | 990 ريال/شهر | شركات صغيرة (500 lead/شهر) | +| Growth | 2,490 ريال/شهر | شركات متوسطة (2000 lead/شهر) | +| Enterprise | مخصص | شركات كبرى | +| Agency Setup | 3,000-15,000 ريال | وكالات (لكل عميل) | +| Agency MRR | 20-30% من MRR | وكالات (متكرر) | + +--- + +## Payment Methods (كلها جاهزة) + +| الطريقة | الاستخدام | الحالة | +|---------|----------|--------| +| تحويل بنكي | أي مبلغ | جاهز | +| STC Pay | سريع | جاهز | +| فاتورة يدوية | رسمي | جاهز | +| Moyasar | تلقائي | ينتظر KYC | + +--- + +## Red Flags (توقف عن الاستهداف لو) + +- الشخص قال "إيقاف" أو "لا" صريحة → أوقف فوراً +- أرسلت 3 follow-ups بدون رد → أوقف +- القطاع ما فيه leads (مثال: حكومي صرف) → تجاوز +- الشخص طلب NDA قبل demo → red flag (يبي يسرق الفكرة) + +## Green Flags (ضاعف الجهد لو) + +- "كم السعر؟" → جاهز يشتري +- "عندنا 500+ lead/شهر" → high volume = high value +- "ممكن تجربة؟" → pilot ready +- "عندي وكالة" → partner ready +- "أعرف ناس ممكن يستفيدون" → referral goldmine diff --git a/salesflow-saas/docs/ops/DEMO_BOOKING_RUNBOOK.md b/salesflow-saas/docs/ops/DEMO_BOOKING_RUNBOOK.md new file mode 100644 index 00000000..73bc5e68 --- /dev/null +++ b/salesflow-saas/docs/ops/DEMO_BOOKING_RUNBOOK.md @@ -0,0 +1,77 @@ +# Dealix — Demo Booking Runbook + +## How to Book First Demo +1. Prospect responds positively to outreach message +2. Send Calendly link: `calendly.com/sami-assiri11/dealix-demo` +3. Or propose 2 specific times: "يناسبك بكرة 11 ص أو 3 م؟" +4. Calendly sends confirmation to both parties + +## Demo Preparation (30 min before) +- [ ] Open prospect's website in a tab +- [ ] Run `POST /api/v1/prospect/enrich-tech` with their domain — note what tools they use +- [ ] Run `POST /api/v1/prospect/route` with their company/sector — note classification +- [ ] Prepare 1 sector-specific pain point to mention +- [ ] Have Calendly open for follow-up booking if needed +- [ ] Have pilot offer ready (499 SAR / 7 days) + +## Demo Flow (20 minutes) + +**0:00-2:00 — Context Check** +- "شكراً على وقتك. قبل ما نبدأ — وش أكبر تحدي عندكم في متابعة الـ leads حالياً؟" +- Listen. Take note. + +**2:00-5:00 — Discovery (3 questions)** +1. "كم lead تقريباً تستقبلون شهرياً؟" +2. "كم منهم يُتابع خلال أول ساعة؟" +3. "إيش يصير لـ leads اللي ما يُرد عليهم بسرعة؟" + +**5:00-12:00 — Show Dealix** +- Show pricing/plans API response (real, live) +- Show enrich-tech on their domain (real detection) +- Show prospect/route classification +- Show prospect/message with their company name → generated Arabic message +- Explain: "هذا يصير تلقائي لكل lead يجيكم" + +**12:00-16:00 — ROI Discussion** +- "لو عندكم [X] lead/شهر، و30% تضيع، يعني [Y] فرصة ضائعة" +- "Dealix يرد خلال 45 ثانية — كم من هذول ممكن تنحفظ؟" +- Do not guarantee numbers. Say "نقيسها معكم خلال 7 أيام" + +**16:00-18:00 — Handle Objections** +- Price: "نبدأ بـ pilot 7 أيام بـ 499 ريال — لو ما شفت قيمة، استرداد كامل" +- CRM: "Dealix يشتغل فوق CRM الحالي — ما يستبدله" +- Arabic: "نبدأ manual + AI-assisted — نراجع أول الردود معك" +- Privacy: "متوافق PDPL — بيانات كل عميل منفصلة" + +**18:00-20:00 — Close** +- Strong: "نبدأ الـ pilot الأسبوع الجاي؟" +- Medium: "أرسل لك تفاصيل الـ pilot وتقرر؟" +- Soft: "فكّر فيها — أتابع معك بكرة" + +## After Demo (same day) +- [ ] Update tracker: demo_done = yes +- [ ] Send follow-up message: + ``` + شكراً على وقتك اليوم [الاسم]. + + ملخص: نقدر نجرب Dealix على [X] leads عندكم لمدة 7 أيام. + الهدف: نقيس سرعة الرد وعدد المؤهلين والمواعيد المحجوزة. + + التكلفة: 499 ريال — مع ضمان استرداد. + + جاهز نبدأ؟ + ``` +- [ ] If yes → send payment request (bank/STC Pay) +- [ ] If "need time" → schedule follow-up in 48h +- [ ] If no → ask "هل تعرف أحد ممكن يستفيد؟" + +## What Qualifies a Successful Demo +- Prospect asks about pricing or pilot → high intent +- Prospect says "أبي أجرب" → convert immediately +- Prospect asks technical questions → engaged (answer, don't oversell) +- Prospect goes quiet → follow up in 24h, not immediately + +## Recording +- Use Loom or OBS to record screen during demo (ask permission first) +- Save recording for internal review +- Do not share recording externally without consent diff --git a/salesflow-saas/docs/ops/FIRST_5_OUTREACH.md b/salesflow-saas/docs/ops/FIRST_5_OUTREACH.md new file mode 100644 index 00000000..69d46f71 --- /dev/null +++ b/salesflow-saas/docs/ops/FIRST_5_OUTREACH.md @@ -0,0 +1,133 @@ +# Dealix — First 5 Outreach Messages + +**Channel:** WhatsApp warm (people you know) + LinkedIn (professional contacts) +**Rules:** No spam. No cold WhatsApp blast. Personalized. Professional. Opt-out included. + +--- + +## Message 1 — SaaS Founder (warm contact) + +**Target:** صديق/معرفة يملك شركة SaaS سعودية +**Pain:** leads تجي من الموقع وتبرد بسبب تأخر الرد + +``` +السلام عليكم [الاسم]، + +أطلقت Dealix — نظام يرد على leads شركتك بالعربي +خلال 45 ثانية، يؤهلهم، ويحجز مواعيد تلقائياً. + +أبحث عن 3 أصدقاء لتجربة pilot 7 أيام بـ 499 ريال. +فكرت فيك لأن [الشركة] عندها leads من الموقع. + +مهتم نتكلم 10 دقائق؟ +``` + +**Follow-up 24h:** +``` +سامي هنا — تابع على رسالة أمس عن Dealix. +باختصار: pilot 7 أيام على leads عندكم. يناسبك؟ +``` + +**Follow-up 72h:** +``` +آخر متابعة — لو مو الوقت المناسب أفهم تماماً. +لو بالمستقبل يناسب، أنا موجود. شكراً [الاسم]. +``` + +--- + +## Message 2 — Agency Owner + +**Target:** صاحب وكالة تسويق رقمي +**Pain:** عملاءه يجيبون leads بالإعلانات لكن المتابعة ضعيفة + +``` +السلام عليكم [الاسم]، + +أشتغل على Dealix — طبقة AI بالعربي ترد على leads عملاء +الوكالات وتأهلهم وتحجز مواعيد. + +الفكرة لكم: تبيعونها كـ setup + retainer. العميل يشوف +ROI أسرع — أنتم تزيدون MRR. + +نبدأ بـ pilot مجاني لأول عميل عندكم. +20 دقيقة أشرح الآلية؟ +calendly.com/sami-assiri11/dealix-demo +``` + +--- + +## Message 3 — Real Estate Company + +**Target:** شركة عقارية أو مطوّر +**Pain:** استفسارات كثيرة عن الأسعار والمواقع تضيع + +``` +السلام عليكم [الاسم]، + +لاحظت إن شركات العقار تستقبل عشرات الاستفسارات يومياً +عن الأسعار والمواقع — وكثير منها تضيع بسبب تأخر الرد. + +Dealix يرد خلال 45 ثانية بالعربي، يسأل عن الميزانية +والموقع المفضل، ويحجز معاينة تلقائياً. + +عندنا تجربة 7 أيام بـ 499 ريال. يناسبك أوريك مثال؟ + +إذا ما يناسبكم، قولوا "إيقاف" ولن أتواصل مرة ثانية. +``` + +--- + +## Message 4 — B2B Services (Logistics/Construction) + +**Target:** شركة خدمات B2B (شحن، مقاولات) +**Pain:** طلبات عروض أسعار متكررة تحتاج فرز + +``` +السلام عليكم [الاسم]، + +في قطاع [المقاولات/الشحن]، طلبات عروض الأسعار تجي +كثيرة — لكن فرز الجاد من غيره ياخذ وقت. + +Dealix يستقبل الطلب بالعربي، يسأل عن نوع المشروع +والميزانية والجدول الزمني، ويصنّف الجدية قبل ما يوصل لفريقكم. + +تجربة 7 أيام بـ 499 ريال. مهتم بمثال مبني على نشاطكم؟ + +لو ما يناسبكم: "إيقاف". +``` + +--- + +## Message 5 — Warm Referral Ask + +**Target:** أي معرفة لها شبكة في الأعمال السعودية +**Pain:** N/A — you're asking for an intro + +``` +السلام عليكم [الاسم]، + +أطلقت مشروع Dealix — نظام يساعد الشركات السعودية +ترد على استفسارات العملاء بسرعة وتأهلهم بالعربي. + +سؤال سريع: تعرف أحد عنده شركة (عقار، وكالة تسويق، +خدمات B2B) وعنده leads كثيرة ومتابعة ضعيفة؟ + +لو تعرّفني عليه — 10% من أول سنة اشتراكه لك. + +شكراً مقدماً! +``` + +--- + +## Lead Tracker (first 5) + +| # | الاسم | الشركة | القطاع | المصدر | الرسالة | مرسلة؟ | الرد | Demo؟ | التالي | +|---|-------|--------|--------|--------|---------|--------|------|-------|--------| +| 1 | | | SaaS | warm | Msg 1 | | | | | +| 2 | | | Agency | warm | Msg 2 | | | | | +| 3 | | | Real Estate | cold/warm | Msg 3 | | | | | +| 4 | | | B2B Services | cold/warm | Msg 4 | | | | | +| 5 | | | Referral | warm | Msg 5 | | | | | + +**Sami fills in names + sends → marks "مرسلة" → updates "الرد" when reply arrives.** diff --git a/salesflow-saas/docs/ops/FULL_OPS_LAUNCH_RUNBOOK.md b/salesflow-saas/docs/ops/FULL_OPS_LAUNCH_RUNBOOK.md new file mode 100644 index 00000000..0d936a7b --- /dev/null +++ b/salesflow-saas/docs/ops/FULL_OPS_LAUNCH_RUNBOOK.md @@ -0,0 +1,168 @@ +# Dealix — Full Ops Launch Runbook + +**Version:** 1.0.0 +**Date:** 2026-04-25 + +--- + +## Launch Status + +| System | Status | Evidence | +|--------|--------|---------| +| Backend (Railway) | LIVE | healthz=200, pricing=200, route/message/enrich=200 | +| Landing (dealix.me) | LIVE | Returns 200 | +| Frontend (Next.js) | DEPLOYED | Marketers page rewritten as sales page | +| Manual Payment | READY | Bank transfer + STC Pay documented | +| Automated Payment | BLOCKED | Moyasar returns 502 | +| Outreach Templates | READY | 5 messages + 60 targets + automation endpoints | +| Customer Onboarding | READY | Pilot template + success playbook | +| Monitoring | PARTIAL | GitHub Actions healthcheck; Sentry not configured | + +## What Is Live +- `/healthz` → 200 +- `/api/v1/pricing/plans` → 3 plans in SAR +- `/api/v1/prospect/route` → rules-based lead classification +- `/api/v1/prospect/message` → Arabic message generation +- `/api/v1/prospect/enrich-tech` → real tech stack detection +- `/api/v1/automation/email/generate` → personalized email + follow-ups +- `/api/v1/automation/compliance/check` → compliance gate +- `/api/v1/automation/reply/classify` → 12-category reply handler +- `dealix.me` → landing page +- `trial-signup.html` → lead capture form + +## What Is Not Live +- LLM personalization (needs GROQ_API_KEY) +- Web discovery (needs GOOGLE_SEARCH_API_KEY) +- PostHog funnel tracking (needs POSTHOG_API_KEY) +- Sentry error alerting (needs SENTRY_DSN) +- Moyasar automated checkout (returns 502) +- HubSpot CRM sync (needs HUBSPOT_API_KEY) +- Gmail automated send (needs OAuth setup) + +## Manual Blockers (Sami-Only) + +| Blocker | Action | Time | Priority | +|---------|--------|------|----------| +| GROQ_API_KEY | Add in Railway env Dealix/web | 3 min | P0 | +| GOOGLE_SEARCH_API_KEY + CX | Add in Railway | 5 min | P0 | +| SENTRY_DSN | Add in Railway | 3 min | P0 | +| POSTHOG_API_KEY + HOST | Add in Railway | 3 min | P0 | +| Send first 5 messages | WhatsApp + LinkedIn | 30 min | P0 | +| Book first demo | Calendly | Depends on replies | P0 | +| Test Moyasar key | curl from terminal | 5 min | P1 | +| Rollback drill | SSH to Hetzner Console | 15 min | P1 | +| DB restore drill | SSH to Hetzner Console | 15 min | P1 | + +--- + +## Daily Checklist (until first 3 paid clients) + +### Morning (08:00) +- [ ] Check Railway healthz → 200? +- [ ] Check Sentry for overnight errors (if configured) +- [ ] Review replies from yesterday +- [ ] Classify replies (use /api/v1/automation/reply/classify) +- [ ] Select today's 5-10 outreach targets + +### Midday (12:00) +- [ ] Send 5 outreach messages (WhatsApp warm + LinkedIn) +- [ ] Follow up on Day +2 / +5 leads +- [ ] Respond to all positive replies within 2 hours +- [ ] Book demos for interested prospects + +### Afternoon (16:00) +- [ ] Run demos (if scheduled) +- [ ] Send pilot offers to demo'd prospects +- [ ] Publish 1 LinkedIn/X post + +### Evening (20:00) +- [ ] Update lead tracker +- [ ] Count: sent / replied / demo'd / offered / paid +- [ ] Plan tomorrow's targets +- [ ] Handle late replies + +--- + +## Payment Test Checklist (for Sami) + +### Manual Payment Test +1. Ask a friend to transfer 1 SAR via bank or STC Pay +2. Verify receipt in bank app +3. Mark test as passed +4. This is your production payment path until Moyasar works + +### Moyasar Diagnostic +1. Open [dashboard.moyasar.com](https://dashboard.moyasar.com) +2. Check Account Status (Active? Pending? Suspended?) +3. Check API Keys → is `sk_live_` the current key? +4. Test from terminal: + ``` + curl -u "sk_live_YOUR_KEY:" https://api.moyasar.com/v1/invoices \ + -d "amount=100" -d "currency=SAR" + ``` +5. If "authentication_error" → key mismatch, regenerate +6. If "account_inactive" → complete KYC +7. If success → Railway env has whitespace, re-paste carefully + +--- + +## Outreach Checklist +- [ ] 5 warm WhatsApp messages sent (from FIRST_5_OUTREACH.md) +- [ ] 1 LinkedIn founder post published +- [ ] 1 LinkedIn DM to agency partner +- [ ] All follow-ups current (no lead older than 3 days without follow-up) +- [ ] Tracker updated with today's activity + +## Demo Checklist +- [ ] Prospect's website reviewed +- [ ] enrich-tech run on their domain +- [ ] 20-minute demo completed per DEMO_BOOKING_RUNBOOK.md +- [ ] Follow-up sent same day +- [ ] Pilot offer sent if positive + +## Rollback Checklist (if something breaks) +1. Railway → Deployments → click previous green deployment → Redeploy +2. If Railway is down: Hetzner Console → `systemctl restart dealix-api` +3. If DB corrupted: restore from Railway Postgres auto-backup +4. If code breaks: `git revert HEAD && git push origin main` + +## DB Restore Checklist +1. Railway Postgres has automatic daily backups +2. Railway → Postgres service → Backups → Restore +3. After restore: verify `/api/v1/dashboard/metrics` returns data + +## Incident Checklist +1. Check Railway logs → identify error +2. If 502/503: restart deployment +3. If code bug: revert last commit +4. If env issue: check Variables tab +5. If DNS: check GoDaddy/Cloudflare +6. Notify any active pilot clients if downtime > 30 minutes + +--- + +## Do Not Touch List +- Do NOT add new LLM providers +- Do NOT rebuild dashboard +- Do NOT start v3.1 +- Do NOT implement Temporal/LangGraph/Qdrant +- Do NOT build voice/webchat/mobile +- Do NOT expand to UAE/Egypt +- Do NOT hire before 3 paid clients +- Do NOT spend on ads before manual outreach proves conversion + +--- + +## Definition of Launch-Ready +All of these must be true: +- [ ] Railway healthz=200 +- [ ] 4 env keys added (GROQ, GOOGLE, SENTRY, POSTHOG) +- [ ] 5+ outreach messages sent +- [ ] 1+ demo booked +- [ ] Manual payment path tested (1 SAR friend test) + +## Definition of Revenue-Live +All of the above, plus: +- [ ] 1+ pilot payment received (499 SAR) +- [ ] 1+ customer onboarded +- [ ] 1+ daily report sent to customer diff --git a/salesflow-saas/docs/ops/MARKETERS_PAGE_PLAN.md b/salesflow-saas/docs/ops/MARKETERS_PAGE_PLAN.md new file mode 100644 index 00000000..7ced2579 --- /dev/null +++ b/salesflow-saas/docs/ops/MARKETERS_PAGE_PLAN.md @@ -0,0 +1,140 @@ +# Dealix — Marketers Page: Service Sales Specification + +**Purpose:** Convert `/marketers` from a link hub (current: 131 lines, 8 links) into a page that sells Dealix as a service marketers resell to their clients. + +--- + +## Positioning + +**Core message:** Dealix gives marketers a new revenue line — AI-powered lead response they sell as a service to their clients. + +**Not:** "Here are resources for marketers" +**Instead:** "Here is a service you sell to your clients and earn recurring revenue" + +**One-liner:** "أضف خدمة رد ذكي + تأهيل leads لعملائك — setup fee + MRR شهري متكرر" + +--- + +## Target Segments + +| Segment | Size | Pain | What They Buy | +|---------|------|------|---------------| +| **Performance agencies** (5-30 people) | ~200 in Saudi | Run ads, generate leads, but leads go cold — client blames the agency | A service they add on top of ads | +| **Full-service digital agencies** (10-50) | ~100 | Deliver websites + ads but no post-lead follow-up — churn risk | Retention tool for their clients | +| **Freelance marketers** | ~500+ | Want recurring income beyond project fees | Low-effort MRR add-on | +| **CRM/automation consultants** | ~50 | Implement HubSpot/Zoho but client doesn't use it well | Lead response layer they manage | +| **WhatsApp marketing specialists** | ~100 | Know WhatsApp works for Saudi but can't scale responses | AI response they configure | + +--- + +## Page Sections (top to bottom) + +### 1. Hero +- **Headline AR:** "حوّل وكالتك إلى ماكينة إيرادات متكررة" +- **Subheadline:** "أضف خدمة الرد الذكي على leads عملائك — setup fee لك + MRR شهري متكرر" +- **Primary CTA:** "احجز مكالمة شراكة" → calendly.com/sami-assiri11/dealix-demo +- **Secondary CTA:** "شوف الباقات" → scroll to packages + +### 2. Problem Statement +"عملاءك يصرفون 10,000+ ريال/شهر على إعلانات ويجيبون leads. +لكن 70% من الـ leads تضيع لأن: +- ما أحد يرد خلال أول ساعة +- المتابعة يدوية وعشوائية +- فريق العميل مشغول + +العميل يلوم الوكالة. الحقيقة: المشكلة مو في الإعلان — المشكلة في الرد." + +### 3. Solution +"Dealix يعطيك الحل تبيعه لعملائك: +- AI يرد بالعربي خلال 45 ثانية على كل lead +- يسأل أسئلة التأهيل (ميزانية؟ جدية؟ موعد؟) +- يحجز اجتماع أو يحوّل للمبيعات +- يرسل تقرير يومي + +أنت تبيع الخدمة. نحن نشغّل النظام. تحصّل setup fee + نسبة شهرية." + +### 4. Packages Marketers Can Sell + +| الباقة | Setup Fee (لك) | شهري (العميل يدفع) | نصيبك الشهري | ما يحصل العميل | +|--------|---------------|-------------------|-------------|---------------| +| **الأساسية** | 3,000 SAR | 990 SAR | 297 SAR (30%) | رد AI على واتساب + تأهيل + تقرير أسبوعي | +| **المتقدمة** | 7,000 SAR | 2,490 SAR | 622 SAR (25%) | + حجز مواعيد + CRM sync + follow-up | +| **المؤسسية** | 15,000 SAR | مخصص | 20-30% | + تقارير executive + تكامل كامل | + +### 5. Workflows Marketers Can Run + +**Workflow 1 — Performance Agency:** +1. تشغّل حملة إعلانية لعميل +2. Leads تنزل → Dealix يرد فوراً +3. Leads المؤهلة تتحول لمواعيد +4. العميل يشوف ROI أعلى → يجدد → أنت تحصّل MRR + +**Workflow 2 — Freelance Marketer:** +1. تقدم عرض "إدارة حملات + رد ذكي" +2. تسعّر الخدمة كاملة (حملة + Dealix) +3. Dealix يشتغل بالخلفية +4. أنت تركز على الاستراتيجية والمحتوى + +**Workflow 3 — CRM Consultant:** +1. تنفذ HubSpot/Zoho لعميل +2. تضيف Dealix كطبقة response +3. CRM يمتلئ بـ leads مؤهلة تلقائياً +4. العميل يشوف قيمة CRM أسرع → retention + +### 6. Agency Use Cases + +| القطاع | المشكلة | Dealix يحل | +|--------|---------|-----------| +| عقارات | 500+ استفسار/شهر، رد بعد ساعات | رد فوري + تأهيل الميزانية + حجز معاينة | +| مقاولات | طلبات عروض أسعار تحتاج فرز | فرز + تصنيف الجدية قبل تحويل للمهندسين | +| فنادق/قاعات | استفسارات حجز يومية | رد + تأهيل التاريخ والعدد + حجز مبدئي | +| عيادات | مرضى يسألون عن مواعيد وأسعار | رد تلقائي + حجز موعد | +| تجارة إلكترونية | رسائل واتساب عن المنتجات | رد + توجيه للشراء | + +### 7. Freelancer Use Cases + +| السيناريو | كيف تربح | +|-----------|---------| +| "أنا أسوي سوشيال ميديا لـ 5 عملاء" | أضف Dealix لكل عميل = 5 × 990 = 4,950 SAR/شهر إضافي | +| "أنا مستشار CRM" | أضف Dealix كخدمة after-implementation = retainer شهري | +| "أنا أدير إعلانات" | أضف "الرد الذكي" كـ add-on = يميّزك عن المنافسين | + +### 8. FAQs + +| السؤال | الجواب | +|--------|--------| +| كم ياخذ الإعداد لكل عميل؟ | يوم واحد للأساسية، 3 أيام للمتقدمة | +| هل أحتاج خبرة تقنية؟ | لا — نحن نسوي الإعداد والتشغيل | +| كم أقدر أربح؟ | عميل واحد = 3,000 setup + ~990/شهر = 14,880 SAR/سنة | +| هل فيه عقد طويل؟ | لا — شهري لك ولعميلك | +| ماذا لو العميل ما عجبه؟ | 30 يوم ضمان استرداد | +| هل يشتغل مع HubSpot/Zoho؟ | نعم — CRM sync متاح | +| هل يفهم العربي السعودي؟ | نعم — مبني Arabic-first | +| كم عميل أقدر أضيف؟ | بلا حدود — كل عميل بباقته | +| هل بياناتي وبيانات عملائي آمنة؟ | نعم — PDPL compliant + بيانات منفصلة لكل عميل | +| كيف أبدأ؟ | احجز مكالمة شراكة 20 دقيقة → نسوي pilot مجاني لأول عميل | + +### 9. Proof/Trust Blocks +- "مبني للسوق السعودي — عربي أولاً" +- "متوافق مع نظام حماية البيانات الشخصية (PDPL)" +- "بيانات كل عميل منفصلة تماماً" +- "ضمان استرداد 30 يوم" +- "بدون عقد سنوي — شهري" +- Dealix logo + dealix.me + +### 10. Final CTA +"ابدأ بأول عميل — مجاناً" +"نسوي pilot 7 أيام لأول عميل عندك بدون تكلفة. لو اشتغل → تبدأ تحصّل." +→ calendly.com/sami-assiri11/dealix-demo + +--- + +## Conversion Goals +- Primary: Partner books Calendly call +- Secondary: Partner submits contact form +- Tertiary: Partner shares page with colleague + +## Implementation +- File: `frontend/src/app/marketers/page.tsx` +- No new dependencies — uses existing Tailwind + lucide-react +- Arabic RTL primary, English secondary where needed diff --git a/salesflow-saas/docs/ops/NEXT_24H_7D_30D.md b/salesflow-saas/docs/ops/NEXT_24H_7D_30D.md new file mode 100644 index 00000000..3c19adb6 --- /dev/null +++ b/salesflow-saas/docs/ops/NEXT_24H_7D_30D.md @@ -0,0 +1,81 @@ +# Dealix — Execution Plan: 24h / 7d / 30d + +**Starting state:** 28/39 gates closed. Product live. 0 revenue. 0 messages sent. + +--- + +## Next 24 Hours + +| # | Deliverable | Owner | Dependency | Definition of Done | Metric | Risk | +|---|-------------|-------|------------|-------------------|--------|------| +| 1 | Add GROQ_API_KEY in Railway env Dealix/web | Sami | console.groq.com (free) | `/api/v1/prospect/search-diag` shows GROQ set | LLM features activate | Key in wrong env (use Dealix, not Agent branch) | +| 2 | Add GOOGLE_SEARCH_API_KEY + CX in Railway | Sami | Google Cloud Console | `/api/v1/prospect/search-diag` shows Google set | Web discovery active | Needs billing account for Maps | +| 3 | Add SENTRY_DSN in Railway | Sami | sentry.io free plan | Sentry receives test error | Error alerting active | None | +| 4 | Send 5 WhatsApp warm messages | Sami | Personal contacts who own businesses | 5 conversations started | pipeline > 0 | Low reply rate from cold — use warm only | +| 5 | Publish Founder Launch Post on LinkedIn | Sami | LinkedIn account | Post visible + URL captured | Inbound starts | None | +| 6 | Send 1 LinkedIn DM to agency partner | Sami | LinkedIn | Connection request sent | Partner pipeline > 0 | May take days for acceptance | + +**24h success = 3 keys added + 5 messages sent + 1 post published.** + +--- + +## Next 7 Days + +| # | Deliverable | Owner | Dependency | Definition of Done | Metric | Risk | +|---|-------------|-------|------------|-------------------|--------|------| +| 1 | 30+ outreach messages across channels | Sami | Templates in COMMAND_CENTER | Messages logged in tracker | 30 touches | Fatigue — batch 5/day | +| 2 | First demo booked via Calendly | Sami | At least 1 positive reply | Calendly notification received | 1 demo | Low conversion — try warm contacts first | +| 3 | First pilot offered (499 SAR) | Sami | Completed demo | Payment request sent | 1 offer | Prospect may need time | +| 4 | First partner contacted | Sami | AGENCY_PARTNER_OFFER.md | Agency responds | 1 partner conversation | Agency may want proof first | +| 5 | Moyasar diagnostic completed | Sami | Moyasar dashboard access | Know if live key works or needs fix | Unblocks automated payment | KYC may take days | +| 6 | PostHog receives 1+ event | Sami | POSTHOG_API_KEY added | Event visible in PostHog dashboard | Funnel measurement starts | Free plan sufficient | +| 7 | 3 LinkedIn posts published | Sami | Content from COMMAND_CENTER | Posts visible | Inbound pipeline | Consistency matters more than perfection | + +**Week 1 success = 1 demo + 1 pilot offer + 3 posts + partner motion started.** + +--- + +## Next 30 Days + +| # | Deliverable | Owner | Dependency | Definition of Done | Metric | Risk | +|---|-------------|-------|------------|-------------------|--------|------| +| 1 | 200+ outreach touches total | Sami | Sustained daily activity | Tracker shows 200+ rows | Volume | Burnout — keep to 10/day | +| 2 | 5 demos completed | Sami | Positive replies | Calendly shows 5 past events | Demo rate | Need warm + cold mix | +| 3 | 3 pilot payments received | Sami | Completed demos | Bank/STC Pay proof | 1,497 SAR MRR | Conversion uncertainty | +| 4 | 1 agency partner active | Sami | Partner signs + brings client | Partner's client in pilot | Partner channel open | Agencies want proof | +| 5 | Marketers page rewritten | Claude | MARKETERS_PAGE_PLAN.md | Page sells services, not just links | Page conversion | TSX rewrite needed | +| 6 | Moyasar live checkout working | Sami | KYC + key fix | 1 SAR test transaction succeeds | Automated payment | May need new key | +| 7 | Case study draft from first client | Sami | First pilot completed | 1-page results document | Social proof | Client may not agree to name | +| 8 | Rollback drill completed | Claude/Sami | SSH access to server | Documented rollback in < 5 min | Recovery confidence | SSH currently blocked | +| 9 | 10 LinkedIn posts total | Sami | Weekly posting cadence | Posts visible | Brand building | Consistency > perfection | +| 10 | PostHog funnel visible | Sami/Claude | POSTHOG key + landing events | landing → signup → demo → paid visible | Data-driven decisions | Free plan limits | + +**Month 1 success = 3 paid pilots (1,497 SAR) + 1 partner + funnel visible + case study draft.** + +--- + +## Revenue Trajectory (conservative) + +| Week | Touches | Replies | Demos | Pilots | Paid | MRR (SAR) | +|------|---------|---------|-------|--------|------|-----------| +| 1 | 30 | 3 | 1 | 0 | 0 | 0 | +| 2 | 60 | 8 | 2 | 1 | 0 | 0 | +| 3 | 90 | 12 | 3 | 2 | 1 | 499 | +| 4 | 120 | 15 | 5 | 3 | 3 | 1,497 | +| **Total** | **300** | **38** | **11** | **6** | **3** | **1,497** | + +Assumes: 13% reply rate, 29% demo-from-reply rate, 55% pilot-from-demo, 50% paid-from-pilot. + +--- + +## What NOT to Do in 30 Days + +- Do NOT rebuild the dashboard +- Do NOT add new LLM providers +- Do NOT implement Temporal/LangGraph/Qdrant +- Do NOT build voice receptionist or webchat +- Do NOT start v3.1 +- Do NOT expand to UAE/Egypt +- Do NOT build mobile app +- Do NOT hire before first 3 paid clients +- Do NOT spend on ads before proving manual outreach converts diff --git a/salesflow-saas/docs/ops/RAILWAY_ENV_KEYS.md b/salesflow-saas/docs/ops/RAILWAY_ENV_KEYS.md new file mode 100644 index 00000000..469b2fbf --- /dev/null +++ b/salesflow-saas/docs/ops/RAILWAY_ENV_KEYS.md @@ -0,0 +1,55 @@ +# Dealix — Railway Environment Keys + +**Where to add:** Railway → Project → Service "web" → Variables tab → Review → Deploy + +--- + +## P0 — Required for Launch + +| Variable | Source | Cost | Effect When Missing | Verification | +|----------|--------|------|-------------------|-------------| +| `GROQ_API_KEY` | [console.groq.com/keys](https://console.groq.com/keys) | Free tier available | LLM features degraded (rules-only) | `curl /api/v1/prospect/search-diag` shows `GROQ_API_KEY.set: true` | +| `GOOGLE_SEARCH_API_KEY` | [Google Cloud Console → Credentials](https://console.cloud.google.com/apis/credentials) | 100 queries/day free | `/prospect/search` returns 503 | search-diag shows key set | +| `GOOGLE_SEARCH_CX` | Fixed value: `75ae2277dfd754a1a` | Free | Same as above | search-diag shows CX set | +| `SENTRY_DSN` | [sentry.io](https://sentry.io) → Create Python project → copy DSN | Free plan | No error alerting | Sentry receives test error | +| `POSTHOG_API_KEY` | [posthog.com](https://posthog.com) → Project Settings → API Key | Free plan | No funnel tracking | PostHog dashboard shows events | +| `POSTHOG_HOST` | `https://us.i.posthog.com` or `https://eu.i.posthog.com` | — | PostHog events go nowhere | Same as above | + +## P1 — Required for Automated Payment + +| Variable | Source | Cost | Effect When Missing | +|----------|--------|------|-------------------| +| `MOYASAR_SECRET_KEY` | [dashboard.moyasar.com](https://dashboard.moyasar.com) → API Keys | Per-transaction fee | Checkout returns 502 | +| `MOYASAR_PUBLISHABLE_KEY` | Same dashboard | — | Frontend checkout broken | +| `MOYASAR_WEBHOOK_SECRET` | Moyasar → Webhooks → Secret | — | Webhook signature validation fails | + +**Note:** Moyasar keys appear to be set but checkout returns 502. See REVENUE_READINESS_CHECKLIST.md → Moyasar Diagnostic Checklist. + +## P2 — Optional Enrichment (after first customer) + +| Variable | Source | Effect When Missing | +|----------|--------|-------------------| +| `GOOGLE_MAPS_API_KEY` | Google Cloud → Maps → Places API | Local discovery disabled | +| `SENDGRID_API_KEY` | sendgrid.com | No automated email | +| `WHATSAPP_ACCESS_TOKEN` | Meta Business | No WhatsApp API | +| `HUBSPOT_API_KEY` | HubSpot → Private Apps | No CRM sync | +| `TAVILY_API_KEY` | tavily.com | No web crawl enrichment | + +## Already Set (verified via search-diag) + +| Variable | Status | +|----------|--------| +| `MOYASAR_SECRET_KEY` | Set (48 chars, sk_liv...) | +| `MOYASAR_WEBHOOK_SECRET` | Set (64 chars) | +| `MOYASAR_PUBLIC_KEY` | Set | +| `APP_URL` | Set | +| `DATABASE_URL` | Set (via Railway Postgres) | + +--- + +## Critical Reminders + +1. **Environment dropdown:** Make sure you're in environment "Dealix" (not "adventurous-tenderness" or other Agent branches) +2. **Service:** Variables go in service "web" (not Postgres or Redis) +3. **Deploy:** After adding variables, you MUST click Review → Deploy. Variables are staged until deployed. +4. **No secrets in chat:** Never paste API keys in any chat window. Add them directly in Railway. diff --git a/salesflow-saas/docs/ops/REVENUE_READINESS_CHECKLIST.md b/salesflow-saas/docs/ops/REVENUE_READINESS_CHECKLIST.md new file mode 100644 index 00000000..742de080 --- /dev/null +++ b/salesflow-saas/docs/ops/REVENUE_READINESS_CHECKLIST.md @@ -0,0 +1,133 @@ +# Dealix — Revenue Readiness Checklist + +**Last verified:** 2026-04-25 +**Railway healthz:** 200 (verified) +**Pricing API:** 200 (verified: Starter 999 / Growth 2999 / Scale 7999 SAR) + +--- + +## 1. Pricing Path + +| Item | Status | Evidence | +|------|--------|---------| +| Plans in API | DONE | `/api/v1/pricing/plans` returns 3 plans, SAR currency | +| Pilot offer defined | DONE | 499 SAR / 7 days / documented in COMMAND_CENTER.md | +| Agency pricing defined | DONE | AGENCY_PARTNER_OFFER.md: setup 3K-15K + 20-30% MRR | +| Public pricing page | NOT DONE | API exists but no public-facing pricing page on dealix.me | + +**Blocker:** None for manual sales. Pricing page is P1 for inbound. + +## 2. Invoice Path + +| Item | Status | Evidence | +|------|--------|---------| +| Manual invoice template | DONE | FIRST_REVENUE_ATTEMPT in revenue-activation/ | +| Bank transfer details | DONE | Documented in COMMAND_CENTER.md | +| STC Pay | DONE | Ready | +| Moyasar live invoice | BLOCKED | `/api/v1/checkout` returns 502 — Moyasar-side issue | +| Moyasar sandbox | NOT TESTED | No `MOYASAR_TEST_SECRET_KEY` in Railway env | + +**Workaround:** Manual invoice via bank transfer or STC Pay. Works today. + +## 3. Payment Path + +| Item | Status | Evidence | +|------|--------|---------| +| Bank transfer acceptance | READY | Account info available | +| STC Pay acceptance | READY | Number available | +| Manual proof workflow | READY | Customer sends screenshot → Sami confirms → onboarding starts | +| Moyasar automated payment | BLOCKED | 502 on checkout — Moyasar dashboard issue (KYC or key) | +| Moyasar test payment (1 SAR) | NOT TESTED | Needs `MOYASAR_TEST_SECRET_KEY` or Sami to test `sk_live_` via curl | +| Payment → onboarding trigger | MANUAL | On payment proof → start onboarding checklist within 4h | + +**Manual payment path: FULLY OPERATIONAL.** + +## 4. Booking Path + +| Item | Status | Evidence | +|------|--------|---------| +| Calendly link | ACTIVE | calendly.com/sami-assiri11/dealix-demo | +| Landing → Calendly | DONE | trial-signup.html redirects on form submit | +| Email templates → Calendly | DONE | All email templates include Calendly link | +| Outreach messages → Calendly | DONE | All DM templates include Calendly link | +| Calendly → webhook | NOT TESTED | Code exists but no E2E booking verified | +| Calendly → CRM | NOT TESTED | HubSpot key missing in Railway | + +**Booking path: OPERATIONAL for manual flow (link → booking → Sami sees in Calendly).** + +## 5. CRM Sync Path + +| Item | Status | Evidence | +|------|--------|---------| +| HubSpot connector code | EXISTS | `services/crm_sync_service.py` | +| HubSpot API key in Railway | MISSING | Not set in Railway env Dealix/web | +| E2E: lead → HubSpot contact | NOT TESTED | Cannot test without key | +| Manual CRM (Google Sheet) | READY | Tracker template in ops docs | +| Pipeline stages defined | DONE | new → sent → replied → demo → pilot → paid → churned | + +**Manual CRM: READY. HubSpot automated: BLOCKED on API key.** + +## 6. Follow-up Path + +| Item | Status | Evidence | +|------|--------|---------| +| Reply classifier | DONE | `POST /api/v1/automation/reply/classify` — 12 categories | +| Follow-up templates (Day +2/+5/+10) | DONE | Generated per lead in email/generate endpoint | +| Arabic response templates | DONE | Pre-written Khaliji response per category | +| Gmail OAuth adapter | NOT BUILT | Needs Google Cloud OAuth setup | +| Manual follow-up | READY | Copy-paste from templates | + +**Manual follow-up: READY. Gmail auto-send: BLOCKED on OAuth setup.** + +## 7. Test Payment Path + +| Test | Status | How to Test | +|------|--------|-------------| +| Moyasar sandbox | NOT TESTED | Add `MOYASAR_TEST_SECRET_KEY` (sk_test_...) in Railway → hit `/api/v1/checkout` | +| Moyasar live | BLOCKED | sk_live_ exists in Railway but returns 502 | +| Manual bank transfer | READY | Ask friend to transfer 1 SAR → verify receipt | +| Manual STC Pay | READY | Ask friend to STC Pay 1 SAR → verify receipt | + +**Recommended first test:** Manual bank transfer from a friend. Zero technical dependency. + +## 8. Manual Fallback Summary + +| Function | Automated | Manual Fallback | Status | +|----------|-----------|----------------|--------| +| Lead response | AI endpoint exists | Sami responds manually | READY | +| Qualification | Automation endpoint | Sami asks questions manually | READY | +| Booking | Calendly auto | Sami proposes 2 times | READY | +| Payment | Moyasar | Bank/STC Pay + proof | READY | +| CRM | HubSpot | Google Sheet | READY | +| Follow-up | Gmail OAuth | Copy-paste templates | READY | +| Reporting | Dashboard | Manual WhatsApp/email to client | READY | + +**Every function has a working manual fallback. No function is truly blocked.** + +--- + +## Definition of Done for "Revenue Live" + +| Gate | Status | What Proves It | +|------|--------|---------------| +| First 5 outreach messages sent | NOT DONE | Sami confirms SENT | +| First demo booked via Calendly | NOT DONE | Calendly notification | +| First pilot payment received (499 SAR) | NOT DONE | Bank/STC Pay screenshot | +| First customer onboarded (Day 0 checklist) | NOT DONE | Checklist filled | +| First daily report sent to customer | NOT DONE | WhatsApp/email sent | +| PostHog receives at least 1 event | NOT DONE | PostHog dashboard check | +| Manual payment log has 1 entry | NOT DONE | File updated | + +**0/7 done. Revenue is NOT live. Product is live. The gap is sales activity, not engineering.** + +--- + +## Moyasar Diagnostic Checklist (for Sami) + +If 502 persists, check these in order: +1. Moyasar dashboard → Account Status: Active? Pending KYC? Suspended? +2. Moyasar dashboard → API Keys: Is `sk_live_` the latest generated key? +3. Test from terminal: `curl -u "sk_live_...:" https://api.moyasar.com/v1/invoices -d "amount=100" -d "currency=SAR"` +4. If "authentication_error" → key wrong or regenerated. Get new key. +5. If "account_inactive" → KYC not complete. Finish KYC in Moyasar. +6. If success → Railway env has whitespace or wrong value. Re-paste key carefully. diff --git a/salesflow-saas/docs/ops/lead_machine/SAUDI_60_TARGETS.md b/salesflow-saas/docs/ops/lead_machine/SAUDI_60_TARGETS.md new file mode 100644 index 00000000..27823bb1 --- /dev/null +++ b/salesflow-saas/docs/ops/lead_machine/SAUDI_60_TARGETS.md @@ -0,0 +1,81 @@ +# Dealix — 60 Saudi B2B Targets (Week 1) + +## Direct Customers (20) + +| # | Company | Sector | Website | Why Target | Message Angle | +|---|---------|--------|---------|-----------|---------------| +| 1 | Foodics | SaaS/F&B | foodics.com | HubSpot+WhatsApp detected | "شفت إنكم تستخدمون HubSpot — كم lead يضيع بسبب بطء الرد؟" | +| 2 | Lucidya | SaaS/Social | lucidya.com | 4 tools detected | "شفت حجم الأدوات عندكم — Dealix يكمّلها بالرد الفوري" | +| 3 | Lean Technologies | SaaS/Fintech | leantech.me | Saudi fintech scaling | "فريق مبيعات صغير + leads كثيرة = فرصة" | +| 4 | Tamara | BNPL | tamara.co | 3 tools detected | "عندكم merchants كثيرة تحتاج متابعة" | +| 5 | Rewaa | POS/Retail | rewaa.com | WhatsApp+GTM | "تجار التجزئة يسألون كثير — Dealix يرد بدالكم" | +| 6 | Qoyod | Accounting | qoyod.com | HubSpot+WhatsApp | "عملاء المحاسبة يسألون نفس الأسئلة — AI يرد" | +| 7 | Maqsam | Cloud Phone | maqsam.com | HubSpot+Framer | "أنتم تبيعون communications — جربوا AI sales" | +| 8 | Hakbah | Savings | hakbah.com | WooCommerce+GTM+GA4 | "لاحظت forms كثيرة — كم يُتابع فعلاً؟" | +| 9 | Sary | B2B Supply | sary.com | 3 tools | "توزيع B2B = leads كثيرة = Dealix يأهّل" | +| 10 | BRKZ | Construction | brkz.com | 2 tools | "مقاولين يسألون عن الأسعار — AI يرد ويأهّل" | +| 11 | Aqar | Real Estate | aqar.fm | High volume leads | "عقار = 500+ lead/شهر — كم يُتابع؟" | +| 12 | Jarir Online | Retail | jarir.com | ecommerce B2B | "استفسارات الشركات على الموقع — AI يحوّلها لصفقات" | +| 13 | Floward | Flowers/Corp | floward.com | Corporate orders | "طلبات B2B (تموين، هدايا) تحتاج متابعة سريعة" | +| 14 | Nana | Grocery | nana.sa | Delivery+B2B | "طلبات المطاعم والشركات = pipeline ثابت" | +| 15 | Morni | Roadside | morni.com | Service leads | "طلبات الشركات للعقود السنوية" | +| 16 | Lendo | Lending | lendo.sa | Fintech B2B | "طلبات التمويل تحتاج تأهيل سريع" | +| 17 | Unifonic | Communications | unifonic.com | 6 tools! Chili Piper+HubSpot+Zendesk | "أنتم في مجال التواصل — جربوا AI SDR" | +| 18 | HyperPay | Payments | hyperpay.com | Payment gateway | "merchants تسأل عن التفعيل — AI يرد" | +| 19 | Moyasar | Payments | moyasar.com | Payment gateway | "developers يسألون عن الـ API — AI يوجّه" | +| 20 | Tap Payments | Payments | tap.company | Mixpanel detected | "عملاء جدد يسألون — AI يأهّل ويحوّل" | + +## Agency Partners (20) + +| # | Company | Type | Why Target | Offer | +|---|---------|------|-----------|-------| +| 1 | Peak Content | Content Marketing | Saudi top agency | Setup 5K + 25% MRR | +| 2 | Digital8 | Digital Agency | Riyadh | Setup 3K + 20% MRR | +| 3 | Brand Lounge | Branding+Digital | Dubai/Riyadh | Setup 5K + 25% MRR | +| 4 | Wavy | Social Media | Saudi focused | Setup 3K + 20% MRR | +| 5 | Bold | Performance | Ads focused | Setup 3K + 20% MRR | +| 6 | Netaq Digital | Full service | Jeddah | Setup 3K + 20% MRR | +| 7 | Jarwal | Marketing | Riyadh | Setup 3K + 20% MRR | +| 8 | Zoomly | Growth Agency | Saudi | Setup 3K + 20% MRR | +| 9 | UTURN | Content | Saudi media | Content collab | +| 10 | Telfaz11 | Video Content | Saudi media | Content collab | +| 11 | Techieons | Tech Consulting | IT services | Implementation partner | +| 12 | Lean Business | Consulting | Strategy | Referral 10% | +| 13 | 2P Agency | Creative | Saudi creative | Setup 3K + 20% MRR | +| 14 | Shawaa | Performance | PPC/Social | Setup 3K + 20% MRR | +| 15 | Crowd | PR + Digital | Communications | Setup 5K + 25% MRR | +| 16 | Rab3i | Marketing | Saudi digital | Setup 3K + 20% MRR | +| 17 | Pioneers | Digital Marketing | MENA | Setup 5K + 25% MRR | +| 18 | Hayan | HubSpot Partner | CRM implementation | Implementation partner | +| 19 | Digiata | Automation | Marketing automation | Implementation partner | +| 20 | SocialEyes | Social Media | Riyadh/Dubai | Setup 3K + 20% MRR | + +## Strategic Partners (10) + +| # | Company | Type | Partnership Model | +|---|---------|------|------------------| +| 1 | Salla | E-commerce Platform | Integration + co-sell to Salla merchants | +| 2 | Zid | E-commerce Platform | Integration + co-sell to Zid merchants | +| 3 | Wafeq | Accounting SaaS | Cross-sell to Wafeq customers | +| 4 | Unifonic | Communications | Unifonic customers → Dealix | +| 5 | Tap Payments | Payment Gateway | Tap merchants → Dealix | +| 6 | Misk Foundation | Startup Community | Misk ecosystem companies | +| 7 | KAUST | Innovation Hub | KAUST startups | +| 8 | STC Solutions | Enterprise IT | Enterprise referral | +| 9 | Wamda Capital | VC | Portfolio companies | +| 10 | Sanabil Investments | PIF VC | Portfolio companies | + +## Warm Network (10) + +| # | Relationship | Why | Ask | +|---|-------------|-----|-----| +| 1 | صديق يملك شركة SaaS | يفهم المنتج | Pilot مباشر | +| 2 | صديق في وكالة تسويق | يبيع لعملائه | Partner | +| 3 | زميل سابق مدير مبيعات | يعرف المشكلة | Referral | +| 4 | قريب يملك متجر إلكتروني | واتساب كقناة | Pilot | +| 5 | معرفة من مؤتمر تقني | شبكة واسعة | Intro | +| 6 | صديق في عقارات | leads كثيرة | Pilot | +| 7 | زميل دراسة في fintech | يعرف founders | Intro | +| 8 | معرفة في F&B | سلسلة مطاعم | B2B pilot | +| 9 | مستشار أعمال | يعرف SMEs | Referral | +| 10 | Mentor من accelerator | شبكة founders | Intro | diff --git a/salesflow-saas/frontend/src/app/marketers/page.tsx b/salesflow-saas/frontend/src/app/marketers/page.tsx index 0f7d22d4..296caede 100644 --- a/salesflow-saas/frontend/src/app/marketers/page.tsx +++ b/salesflow-saas/frontend/src/app/marketers/page.tsx @@ -1,131 +1,426 @@ import Link from "next/link"; import { MessageCircle, - Download, - FileText, - CheckSquare, - Presentation, + Users, + TrendingUp, + Zap, + Shield, + Clock, + CheckCircle, ArrowLeft, - ExternalLink, - Compass, + Calendar, + DollarSign, + Briefcase, + HelpCircle, } from "lucide-react"; export const metadata = { - title: "Dealix — بوابة المسوّقين", - description: "دخول مباشر، تحميلات، قوالب واتساب، وروابط العروض القطاعية.", + title: "Dealix — برنامج شراكة الوكالات والمسوّقين", + description: + "حوّل وكالتك إلى ماكينة إيرادات متكررة. أضف خدمة الرد الذكي + تأهيل leads لعملائك — setup fee + MRR شهري.", }; -const links = [ +const packages = [ { - title: "الخطة الاستراتيجية والمنافسة", - href: "/strategy", - desc: "لماذا Dealix، مراحل التنفيذ، وتحميل الوثيقة الكاملة.", - icon: Compass, + name: "الأساسية", + setupFee: "3,000", + monthly: "990", + partnerShare: "30%", + features: [ + "رد AI بالعربي على واتساب أو فورم", + "5 أسئلة تأهيل مخصصة", + "تصنيف leads: حار / دافئ / بارد", + "تقرير أسبوعي", + ], + cta: "ابدأ بأول عميل", + highlight: false, }, { - title: "مركز الموارد (كل الروابط)", - href: "/resources", - desc: "ZIP، العروض، والملفات التسويقية.", - icon: Download, + name: "المتقدمة", + setupFee: "7,000", + monthly: "2,490", + partnerShare: "25%", + features: [ + "كل مميزات الأساسية", + "حجز مواعيد تلقائي (Calendly)", + "ربط CRM ثنائي (HubSpot)", + "متابعة تلقائية Day +2 / +5 / +10", + "تقرير يومي", + ], + cta: "الأنسب للوكالات", + highlight: true, }, { - title: "فهرس الملفات الثابتة", - href: "/dealix-marketing/index.html", - desc: "نسخة HTML كاملة من بوابة الأصول.", - icon: FileText, - }, - { - title: "قوالب واتساب (نسخ ولصق)", - href: "/dealix-marketing/marketers/whatsapp-playbook-ar.txt", - desc: "رسائل جاهزة — عدّل الاسم والرابط فقط.", - icon: MessageCircle, - }, - { - title: "قائمة تحقق الدخول", - href: "/dealix-marketing/marketers/entry-checklist-ar.txt", - desc: "تأكد أنك غطيت الخطوات قبل التواصل مع العملاء.", - icon: CheckSquare, - }, - { - title: "العروض القطاعية (10 قطاعات)", - href: "/dealix-presentations/00-dealix-company-master-ar.html", - desc: "ابدأ من ملف الشركة ثم اختر رقم القطاع.", - icon: Presentation, - external: false, - }, - { - title: "هيكل العمولة (Markdown)", - href: "/dealix-marketing/Dealix_Marketing_Arsenal.md", - desc: "Silver / Gold / Platinum — راجع العقد الرسمي للأرقام النهائية.", - icon: FileText, + name: "المؤسسية", + setupFee: "15,000+", + monthly: "مخصص", + partnerShare: "20-30%", + features: [ + "كل مميزات المتقدمة", + "قنوات متعددة (واتساب + إيميل + صوت)", + "لوحة تحكم تنفيذية", + "سير عمل موافقات", + "مدير حساب مخصص", + ], + cta: "تواصل معنا", + highlight: false, }, ]; +const workflows = [ + { + icon: TrendingUp, + title: "وكالة أداء (Performance)", + desc: "تشغّل حملة → Leads تنزل → Dealix يرد فوراً → العميل يشوف ROI أعلى → يجدد → أنت تحصّل MRR", + }, + { + icon: Briefcase, + title: "مسوّق مستقل (Freelancer)", + desc: 'تقدم عرض "إدارة حملات + رد ذكي" → Dealix يشتغل بالخلفية → أنت تركز على الاستراتيجية → دخل شهري متكرر', + }, + { + icon: Users, + title: "مستشار CRM / RevOps", + desc: "تنفذ HubSpot لعميل → تضيف Dealix كطبقة response → CRM يمتلئ بـ leads مؤهلة → العميل يشوف قيمة CRM أسرع", + }, +]; + +const faqs = [ + { + q: "كم ياخذ الإعداد لكل عميل؟", + a: "يوم واحد للأساسية، 3 أيام للمتقدمة.", + }, + { + q: "هل أحتاج خبرة تقنية؟", + a: "لا — نحن نسوي الإعداد والتشغيل بالكامل.", + }, + { + q: "كم أقدر أربح من عميل واحد؟", + a: "عميل واحد = 3,000 setup + ~990/شهر = 14,880 ريال/سنة.", + }, + { + q: "هل فيه عقد طويل؟", + a: "لا — شهري لك ولعميلك. بدون التزام سنوي.", + }, + { + q: "ماذا لو العميل ما عجبه؟", + a: "30 يوم ضمان استرداد كامل.", + }, + { + q: "هل يشتغل مع HubSpot / Zoho؟", + a: "نعم — CRM sync متاح في الباقة المتقدمة.", + }, + { + q: "هل يفهم العربي السعودي؟", + a: "نعم — مبني Arabic-first بلهجة خليجية.", + }, + { + q: "كيف أبدأ؟", + a: "احجز مكالمة شراكة 20 دقيقة → نسوي pilot مجاني لأول عميل عندك.", + }, +]; + +const CALENDLY = "https://calendly.com/sami-assiri11/dealix-demo"; + export default function MarketersPage() { return ( -
-
-

Dealix Partner GTM

-

بوابة المسوّقين

-

- مسار واحد للدخول: افتح الروابط أدناه من نفس الموقع (لا حاجة لخادم 8000). انسخ قوالب - الواتساب من الملف النصي وعدّل{" "} - - {`{الاسم}`} - {" "} - و - رابط موقعك. +

+ {/* ── Hero ── */} +
+ + برنامج شراكة الوكالات والمسوّقين + +

+ حوّل وكالتك إلى{" "} + + ماكينة إيرادات متكررة + +

+

+ أضف خدمة الرد الذكي + تأهيل leads لعملائك. أنت تحصّل setup fee كامل + نسبة + شهرية متكررة. نحن نشغّل النظام.

- -
-
-

- - تلميح واتساب سريع -

-

- احفظ رسالة واحدة كقالب في واتساب (الأجهزة المدعومة) أو استخدم ملاحظات سريعة. لا ترسل - لعملاء نهائيين دون تنسيق مع فريق Dealix وحسب سياسة الاستخدام. + {/* ── Problem ── */} +

+
+

المشكلة اللي تعرفها

+

+ عملاءك يصرفون 10,000+ ريال/شهر على + إعلانات ويجيبون leads. لكن{" "} + 70% تضيع لأن: +

+
+ {[ + { icon: Clock, text: "ما أحد يرد خلال أول ساعة" }, + { icon: MessageCircle, text: "المتابعة يدوية وعشوائية" }, + { icon: Users, text: "فريق العميل مشغول" }, + ].map((item) => ( +
+ + {item.text} +
+ ))} +
+

+ العميل يلوم الوكالة. الحقيقة: المشكلة مو في الإعلان — المشكلة في الرد.

+
-
- - - الصفحة الرئيسية + {/* ── Solution ── */} +
+
+

+ Dealix يعطيك الحل{" "} + تبيعه لعملائك +

+
+ {[ + "AI يرد بالعربي خلال 45 ثانية على كل lead", + "يسأل أسئلة التأهيل (ميزانية؟ جدية؟ موعد؟)", + "يحجز اجتماع أو يحوّل للمبيعات", + "يرسل تقرير يومي عن كل lead", + ].map((text) => ( +
+ + {text} +
+ ))} +
+

+ أنت تبيع الخدمة. نحن نشغّل النظام. تحصّل setup fee + نسبة شهرية. +

+
+
+ + {/* ── Workflows ── */} +
+
+

كيف تشتغل حسب نوعك

+
+ {workflows.map((w) => ( +
+ +

{w.title}

+

{w.desc}

+
+ ))} +
+
+
+ + {/* ── Packages ── */} +
+
+

+ باقات تبيعها لعملائك +

+

+ Setup fee كامل لك + نسبة شهرية متكررة +

+
+ {packages.map((pkg) => ( +
+ {pkg.highlight && ( + + الأكثر طلباً + + )} +

{pkg.name}

+
+ Setup fee لك: + + {pkg.setupFee} + + ريال +
+
+ العميل يدفع: + {pkg.monthly} + ريال/شهر +
+
+ نصيبك الشهري: + + {pkg.partnerShare} + +
+
    + {pkg.features.map((f) => ( +
  • + + {f} +
    • + ))} +
+ + {pkg.cta} + +
+ ))} +
+
+
+ + {/* ── Revenue Calculator ── */} +
+
+ +

كم تقدر تربح؟

+
+
+
14,880
+
ريال/سنة من عميل واحد
+
+
+
74,400
+
ريال/سنة من 5 عملاء
+
+
+
223,800
+
ريال/سنة كشريك نشط
+
+
+

+ بناءً على: setup 3,000 ريال + 990 ريال/شهر × 30% نصيبك +

+
+
+ + {/* ── Trust / Proof ── */} +
+
+
+ {[ + { icon: Shield, text: "متوافق مع نظام حماية البيانات (PDPL)" }, + { icon: Zap, text: "مبني للسوق السعودي — عربي أولاً" }, + { icon: Clock, text: "بدون عقد سنوي — شهري" }, + { icon: CheckCircle, text: "ضمان استرداد 30 يوم" }, + ].map((item) => ( +
+ + {item.text} +
+ ))} +
+
+
+ + {/* ── FAQ ── */} +
+
+

+ + أسئلة شائعة +

+
+ {faqs.map((faq) => ( +
+

{faq.q}

+

{faq.a}

+
+ ))} +
+
+
+ + {/* ── Final CTA ── */} +
+
+

+ ابدأ بأول عميل —{" "} + مجاناً +

+

+ نسوي pilot 7 أيام لأول عميل عندك بدون تكلفة. +
+ لو اشتغل — تبدأ تحصّل. لو ما اشتغل — لا التزام. +

+ +

+ 20 دقيقة • بدون التزام • نسوي pilot لأول عميل مجاناً +

+
+
+ + {/* ── Footer nav ── */} +
+
+ + الرئيسية - + الموارد - + المنصة + + الخصوصية + + + الشروط + + © {new Date().getFullYear()} Dealix
-
+
); } diff --git a/salesflow-saas/landing/trial-signup.html b/salesflow-saas/landing/trial-signup.html new file mode 100644 index 00000000..23878c47 --- /dev/null +++ b/salesflow-saas/landing/trial-signup.html @@ -0,0 +1,176 @@ + + + + + +Dealix — جرّب مندوب المبيعات الذكي مجاناً + + + + +
+
🇸🇦 صُنع للسوق السعودي • 7 أيام مجاناً
+

موظف مبيعات ذكي
يقفل لك الصفقات وأنت نايم

+

يرد على عملائك بالعربي خلال 45 ثانية، يأهلهم، يحجز المواعيد، ويجهّز فريقك للإقفال.

+ +
+
45
ثانية متوسط الرد
+
24/7
بدون توقف
+
73%
عملاء يتوقعون رد سريع
+
+ +
+

رد فوري بالعربي

يرد على واتساب وإنستقرام والموقع بلهجة سعودية طبيعية

+

تأهيل ذكي

يسأل أسئلة التأهيل الصحيحة ويفرز الجادين

+

حجز تلقائي

يحجز المواعيد مباشرة في تقويمك

+

تقارير يومية

يعطيك تقرير مختصر عن كل فرصة وتقدّم

+
+ +
+

ابدأ تجربة مجانية 7 أيام

+

بدون بطاقة ائتمان • بدون التزام • إلغاء أي وقت

+
+ + + + + + + + + + + + + + + + + + + + + + +
+
+✓ بدون بطاقة ائتمان +✓ إعداد 10 دقائق +✓ إلغاء أي وقت +✓ متوافق PDPL +
+
+ +
+

تم التسجيل بنجاح! 🎉

+

شكراً !
+فريقنا بيتواصل معك خلال ساعتين على واتساب لبدء الإعداد.

+أو احجز موعد Demo مباشرة:

+📅 احجز Demo الآن +
+
+ + + +