# Dealix — Case Study Template

**Fill this within 48 hours of first pilot success. Publish within 7 days. Every new customer after = publish theirs too.**

The #1 sales asset is a real customer story. One real case study = worth 100 cold DMs.

---

## Pre-flight checklist (before writing)

- [ ] Customer pilot completed (7+ days of usage)
- [ ] Customer gave verbal permission to use their story
- [ ] At least 3 metrics captured (response time, leads handled, demos booked)
- [ ] At least 1 quote from the customer (voice message or text)
- [ ] Customer's logo + permission to use it (email confirmation)
- [ ] Specific before/after numbers

---

## Case Study — Template

## [Company Name] cut response time from [X hours] to [Y seconds] with Dealix

*[Subtitle: specific outcome — "Booked 12 demos in 7 days" or "Closed 3 new customers in first month"]*

---

### The Company

**Name:** [Name]
**Sector:** [Saudi SaaS / F&B / Proptech / ...]
**Size:** [X employees]
**Location:** [Riyadh / Jeddah / Dammam / etc.]
**Website:** [URL]

[One paragraph about what they do, in simple language.]

---

### The Challenge

[Write 2-3 sentences describing the specific pain point. Avoid generic "we needed to grow sales." Get specific: which lead source? How many leads? What was bleeding?]

**Key numbers before Dealix:**
- Monthly leads: [X]
- Average response time: [Y hours]
- Demo booking rate: [%]
- Lead-to-customer conversion: [%]

---

### The Solution

[2-3 sentences: what specifically Dealix did for them. Which channels? What was configured? Manual vs automated?]

**Pilot scope:**
- Duration: [7 days / X weeks]
- Leads handled: [X]
- Channels: [WhatsApp / Email / Web chat / LinkedIn]
- Integration: [HubSpot / Salesforce / Calendly / none]

---

### The Results

**After Dealix (7 days):**
| Metric | Before | After | Change |
|--------|--------|-------|--------|
| Avg response time | [X] | [Y] | [Δ%] |
| Leads qualified | [X] | [Y] | [Δ%] |
| Demos booked | [X] | [Y] | [Δ%] |
| Arabic conversations/day | [X] | [Y] | [Δ%] |
| CSAT (customer satisfaction) | [X/10] | [Y/10] | [Δ] |

**Revenue impact (extrapolated):**
- Recovered leads: [X per month]
- Estimated new revenue: [Y SAR/month]
- ROI: [pilot cost vs. recovered revenue]

---

### In Their Words

> "[Direct quote from the customer — 1-3 sentences. Arabic preferred for Saudi audience, with English translation if needed]"

— **[Customer name, Title]**, [Company]

[Optional: photo of the customer with permission, or logo]

---

### What Dealix Did Differently

3 specific things that made this work:

1. **[Differentiator 1]** — e.g., "Arabic Khaliji tone customized for [Company]'s brand voice"
2. **[Differentiator 2]** — e.g., "Response time under 45 seconds on WhatsApp, 24/7"
3. **[Differentiator 3]** — e.g., "Qualified leads only — sales team didn't waste time on tire-kickers"

---

### The Path Forward

[1-2 sentences: what's next for the customer?]

**Next steps:**
- [e.g., "Upgrading from Pilot to Starter (999 SAR/month)"]
- [e.g., "Expanding to email + LinkedIn channels"]
- [e.g., "Training Dealix on 3 new product categories"]

---

### For Companies Like [Customer]

If you're a [Saudi SaaS / F&B / Proptech / ...] company with similar challenges:

- **Pilot:** 1 SAR × 7 days, refund 100% if not satisfied
- **Book demo:** https://calendly.com/sami-assiri11/dealix-demo
- **Read other case studies:** https://dealix.me/customers

---

*Published [Date] · [Word count] · Written by Sami Assiri, Dealix Founder*

---

## Publishing workflow

### Phase 1 — Within 48 hours of pilot completion
- [ ] Customer confirms metrics in writing (email/WhatsApp)
- [ ] Schedule 15-min interview call to get 1-3 direct quotes
- [ ] Request logo + permission to use (written confirmation)
- [ ] Draft case study in this template
- [ ] Send draft to customer for approval

### Phase 2 — Within 7 days
- [ ] Customer approves final draft (written)
- [ ] Publish on dealix.me/case-studies/[customer-slug]
- [ ] Post LinkedIn announcement with customer tagged (with permission)
- [ ] Post X/Twitter thread with key metrics
- [ ] Send to email list (once email list exists)
- [ ] Add to partner enablement kit
- [ ] Reference in next 10 sales calls

### Phase 3 — Within 30 days
- [ ] Video testimonial (30-90 seconds) with customer
- [ ] Case study one-pager PDF for enterprise sales
- [ ] SEO optimize (target: "[customer sector] Arabic AI case study")
- [ ] Share with partner agencies as "how to sell Dealix"
- [ ] Capture referrals from the customer's network

---

## Legal / Permission Email Template

Send this to every pilot customer:

```
Subject: إذن للنشر — Dealix Case Study [اسم الشركة]

السلام عليكم [اسم العميل],

شكراً على ثقتكم في Dealix خلال pilot الـ 7 أيام الماضية.

بناءً على النتائج (response time من [X] إلى [Y]، [Z] demos محجوزة)، أود أن أطلب إذنكم لنشر الحالة كـ case study على dealix.me.

ما سيُنشر:
- اسم الشركة + logo (إذا سمحتم)
- المقاييس الرقمية (قبل/بعد)
- اقتباسات مباشرة (إذا تبغون تراجعوها قبل النشر)
- شرح عام للتحدي والحل

ما لن يُنشر:
- بيانات عملائكم
- أسرار مالية
- أي معلومة لم توافقوا عليها

هل لديكم موافقة؟ إذا نعم، رد بـ "موافق" وسأرسل المسودة خلال 24 ساعة لمراجعتكم.

شكراً،
سامي العسيري — Dealix
```

---

## Case Study Ideas to Write First

Based on `SAUDI_LEAD_GRAPH_MASTER.csv`, these sectors will likely convert first (highest Tier 1 probability):

1. **Saudi SaaS (B2B)** — tech-forward, values speed, appreciates AI nuance
2. **F&B franchise inquiries** — clear metrics (quote→contract time), tangible value
3. **Real estate agent** — WhatsApp-heavy, easy to measure booking increase
4. **Saudi marketing agency** — wants case study to sell to their clients (multiplier)
5. **Saudi B2B marketplace** — merchant success stories resonate

Write case studies in this order — SaaS first (highest social proof), agency fifth (multiplier effect).

---

## Metrics to Always Include

### Quantitative (mandatory):
- Response time (before → after)
- Leads handled per day/week
- Demos booked
- Conversion rate

### Qualitative (at least 1):
- Customer direct quote
- Team workflow change
- Team time savings
- Customer satisfaction

### Avoid:
- Revenue numbers unless customer explicitly approves
- Anything that could expose their customer data
- Claims you can't back up

---

*The difference between "Dealix works" and "Dealix has 5 real case studies from Saudi companies" = order of magnitude in conversion. Write the first one the moment pilot completes.*