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/MARKETERS_PAGE_PLAN.md b/salesflow-saas/docs/ops/MARKETERS_PAGE_PLAN.md new file mode 100644 index 00000000..6549bcf7 --- /dev/null +++ b/salesflow-saas/docs/ops/MARKETERS_PAGE_PLAN.md @@ -0,0 +1,61 @@ +# Dealix — Marketers Page Execution Plan + +## Current State +The `/marketers` page (131 lines TSX) exists as a **link hub** — links to strategy, resources, WhatsApp templates, and static files. It does NOT sell services or convert visitors to leads. + +## Required Transformation +Convert from **resource hub** to **service sales page** that answers: +1. What can a marketer/agency DO with Dealix? +2. How much does it cost? +3. How do I start? + +## Target Audience +- Marketing agency owners (5-50 people) +- Performance marketers managing Saudi B2B clients +- Freelance digital marketers +- CRM/automation consultants + +## Proposed Sections (top to bottom) + +### Hero +**العنوان:** "حوّل وكالتك إلى ماكينة إيرادات متكررة" +**الفرعي:** "أضف خدمة رد ذكي + تأهيل leads لعملائك — setup fee + MRR شهري" +**CTA:** "احجز مكالمة شراكة" → Calendly + +### Problem +"عملاءك يصرفون على الإعلانات ويجيبون leads — لكن 70% تضيع بسبب تأخر الرد. +أنت تعرف المشكلة. Dealix يعطيك الحل تبيعه لهم." + +### 3 Service Packages Marketers Can Sell + +| الباقة | Setup Fee | Monthly | ما يحصل العميل | +|--------|-----------|---------|---------------| +| الأساسية | 3,000 SAR | 990 SAR/شهر | رد + تأهيل على واتساب | +| المتقدمة | 7,000 SAR | 2,490 SAR/شهر | رد + تأهيل + حجز مواعيد + CRM sync | +| المؤسسية | 15,000 SAR | مخصص | كل شي + تقارير executive | + +**هامش الوكالة:** 20-30% من MRR + 100% من setup fee + +### How It Works (3 Steps) +1. **اربط عميلك** — ندخل واتساب/فورم/CRM عميلك في Dealix +2. **فعّل الرد الذكي** — AI يرد بالعربي، يؤهل، يحجز +3. **اجمع MRR** — أنت تحصّل من عميلك، ونحن نشغّل النظام + +### Trust/Proof +- "مبني للسوق السعودي — عربي أولاً" +- "متوافق PDPL" +- "بدون عقد طويل — شهري" +- "ضمان استرداد 30 يوم" + +### FAQ +- "كم ياخذ الإعداد؟" → "يوم واحد للأساسية، 3 أيام للمتقدمة" +- "هل أحتاج خبرة تقنية؟" → "لا — نحن نسوي الإعداد" +- "كم أقدر أربح؟" → "عميل واحد = 3,000 setup + ~990/شهر = 14,880/سنة" + +### CTA Final +"ابدأ بأول عميل — مجاناً" +→ calendly.com/sami-assiri11/dealix-demo + +## Implementation +File: `frontend/src/app/marketers/page.tsx` — rewrite 131 lines to proper sales page. +No new dependencies. Uses existing Tailwind + lucide-react. 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..f383cd8a --- /dev/null +++ b/salesflow-saas/docs/ops/REVENUE_READINESS_CHECKLIST.md @@ -0,0 +1,66 @@ +# Dealix — Revenue Readiness Checklist + +## Pricing Path +- [x] 3 plans defined in API (Starter 999 / Growth 2999 / Scale 7999 SAR) +- [x] Pilot offer (499 SAR / 7 days) documented +- [x] Agency pricing (setup 3K-15K + 20-30% MRR) documented +- [ ] Pricing page on dealix.me (exists in API, not as public page) + +## Invoice Path +- [x] Manual invoice template ready (FIRST_REVENUE_ATTEMPT.md) +- [ ] Moyasar live invoice — blocked (502, KYC/key issue) +- [x] Bank transfer info ready +- [x] STC Pay ready + +## Payment Path +- [x] Manual payment: bank transfer + STC Pay + proof workflow +- [x] Payment confirmation → onboarding trigger documented +- [ ] Moyasar automated: checkout returns 502 +- [ ] Moyasar sandbox: no test key in Railway + +**Verdict: Manual payment path = READY. Automated = BLOCKED.** + +## Booking Path +- [x] Calendly link active (calendly.com/sami-assiri11/dealix-demo) +- [x] Landing page links to Calendly +- [x] Trial signup form redirects to Calendly on success +- [x] Email templates include Calendly link +- [ ] Calendly webhook → CRM sync (code exists, E2E untested) + +## CRM Sync Path +- [x] HubSpot connector code exists (services/crm_sync_service.py) +- [ ] HubSpot API key in Railway — missing +- [ ] E2E test: lead → HubSpot contact — untested +- [x] Manual CRM: Google Sheet tracker template ready + +**Verdict: Manual CRM (Google Sheet) = READY. HubSpot = BLOCKED on key.** + +## Follow-up Path +- [x] Automation endpoint: reply classifier (12 categories) +- [x] Follow-up templates: Day +2, +5, +10 +- [x] Reply response templates in Arabic +- [ ] Gmail OAuth send adapter — needs Google Cloud setup +- [x] Manual follow-up: copy-paste from templates + +**Verdict: Manual follow-up = READY. Automated = needs Gmail OAuth.** + +## Overall Revenue Readiness + +| Component | Manual | Automated | +|-----------|--------|-----------| +| Pricing | READY | READY (API) | +| Invoice | READY | BLOCKED (Moyasar) | +| Payment | READY | BLOCKED (Moyasar) | +| Booking | READY | READY (Calendly) | +| CRM | READY (Sheet) | BLOCKED (HubSpot key) | +| Follow-up | READY (copy-paste) | BLOCKED (Gmail OAuth) | +| Outreach | READY (manual) | READY (automation endpoints) | + +**GO/NO-GO: GO for manual revenue. First sale possible today.** + +## Definition of Done for "Revenue Live" +- [ ] First 5 outreach messages sent (WhatsApp warm) +- [ ] First demo booked via Calendly +- [ ] First pilot payment received (499 SAR bank/STC) +- [ ] First customer onboarded (Day 0 checklist) +- [ ] First daily report sent to customer