system-prompts-and-models-o.../dealix/auto_client_acquisition/targeting_os/email_strategy.py
Dealix Builder e106a9a0d2 feat(targeting+service+excellence): Saudi Targeting OS + Service Tower + Service Excellence — 38 modules + 62 endpoints + 105 tests
Targeting & Acquisition OS (16 modules) — نظام الاستهداف الذكي
- account_finder: account-first targeting; 12 buying signals; deterministic 10-25 accounts per (sector, city)
- buyer_role_mapper: 14 buyer roles + sector-specific buying-committee maps + role-based Arabic angles
- contact_source_policy: 12 sources (crm_customer→opt_out) with risk_score, channels-allowed, retention guidance, lawful_basis
- contactability_matrix: 5 action modes (suggest_only/draft_only/approval_required/approved_execute/blocked); opt-out always blocked
- linkedin_strategy: Lead Forms + Ads + manual ONLY; linkedin_do_not_do() locks scrape/auto-DM/auto-connect/extensions
- email_strategy: drafts + unsubscribe footer + domain-pacing (fresh/warmed/trusted/damaged) + spam-trigger risk
- whatsapp_strategy: opt-in only; rejects cold + risky phrases; opt-in template requires explicit purpose+company+unsubscribe
- social_strategy: official APIs only; listening + drafts; no auto-publish
- outreach_scheduler: day-by-day plans + daily limits + opt-out enforcement
- reputation_guard: bounce/complaint/opt-out thresholds → healthy/watch/pause + recovery actions per channel
- daily_autopilot: Arabic brief + 7 today actions + EOD report
- acquisition_scorecard: pipeline + meetings + risks + productivity_score
- self_growth_mode: 5 ICP focuses for Dealix; daily brief + monthly targets
- free_diagnostic: Free Growth Diagnostic (3 ops + msg + risk + plan) → paid pilot recommendation
- contract_drafts: Pilot/DPA/Referral/Agency/SOW outlines (legal_review_required, PDPL-aware)
- service_offers: 7 targeting-tier offers + recommend by customer-type

Service Tower (8 modules) — برج الخدمات الذاتية (12 productized services)
- service_catalog: 12 services with target_customer/outcome/inputs/workflow/deliverables/pricing/risk/proof/upgrade
- service_wizard: deterministic recommend (agency→partner; list→list_intelligence; founder→self_growth; CEO→exec_brief; budget≥2999→growth_os; default→first_10)
- mission_templates: workflow steps with approval gates + linked growth missions
- pricing_engine: SAR quotes scaled by company_size×urgency×channels_count + setup_fee + monthly_offer
- deliverables: client report outline + proof pack template + operator checklist (no live actions)
- service_scorecard: 0..100 score from drafts/replies/meetings/pipeline/CSAT
- whatsapp_ceo_control: daily brief, approval cards (≤3 buttons), risk alerts, EOD reports
- upgrade_paths: deterministic next-service recommendation + Arabic upsell messages

Service Excellence OS (8 modules) — مصنع الخدمات الممتازة
- feature_matrix: 12 must-have features per service + advanced/premium/future tiers
- service_scoring: 10-dimension excellence score (clarity, speed_to_value, automation, compliance, proof, upsell, uniqueness, scalability, ops_daily, proof_data) → launch_ready/beta_only/needs_work
- quality_review: 4 gates (proof / approval / pricing / channels) + status verdict; review_service_before_launch and review/all
- competitor_gap: 7 competitor categories (CRM, WhatsApp tools, email assistants, LinkedIn tools, agencies, revenue intelligence, generic AI) + Dealix advantages + do-not-copy
- proof_metrics: required metrics + ROI estimate (pipeline_x + closed_won_x) + Arabic summary
- research_lab: monthly brief + feature hypotheses + top-3 experiments + monthly review
- service_improvement_backlog: feedback→backlog conversion + impact/effort prioritization + weekly improvements
- launch_package: landing outline + sales script + 12-min demo script + 5-day onboarding checklist

Routers (3 new) — 62 endpoints
- /api/v1/targeting/* — 20 endpoints (accounts, buying-committee, contacts, uploaded-list, outreach, daily-autopilot, self-growth, reputation, linkedin, drafts, free-diagnostic, services, contracts)
- /api/v1/services/* — 20 endpoints (catalog, recommend, intake, start, workflow, deliverables, proof-pack, quote, setup-fee, monthly-offer, scorecard, upgrade-path, ceo daily-brief/approval-card/risk-alert/EOD)
- /api/v1/service-excellence/* — 22 endpoints (feature-matrix, score, quality-review, review/all, proof-metrics, roi-estimate, gap-analysis, research-brief, hypotheses, experiments, monthly-review, backlog, weekly-improvements, launch-package, landing/sales/demo/onboarding)

Tests (3 new files, 105 tests)
- test_targeting_os: 47 tests (Arabic accounts, buying committees, opt-out blocked, cold WA blocked, LinkedIn no-scraping, email unsubscribe, WA risk, outreach plan, reputation guard, self-growth, contracts, scorecard)
- test_service_tower: 38 tests (12+ services, all have pricing/proof/deliverables/approval, wizard recommendations, workflow includes approval, quote scales, CEO cards ≤3 buttons, no live send)
- test_service_excellence: 33 tests (feature matrix, score returns status, ALL services pass quality gates, ROI x-multiples, 7 competitor categories, hypotheses+experiments, backlog conversion, launch package complete, demo=12min)

Docs (3 new + 1 updated)
- TARGETING_ACQUISITION_OS.md (Arabic)
- SERVICE_TOWER_STRATEGY.md (Arabic)
- SERVICE_EXCELLENCE_OS.md (Arabic)
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §36 Targeting OS + §37 Service Tower + §38 Service Excellence + §39 Landing Pages

Landing pages (4 new, RTL Arabic)
- services.html — 3 doors + 12 productized services
- free-diagnostic.html — free growth diagnostic
- first-10-opportunities.html — kill feature
- agency-partner.html — agency partner program

Test results
- 105/105 new tests pass
- Full suite: 768 passed, 2 skipped
- 0 existing tests broken

Safety + integration with previous layers
- Targeting OS uses contactability_matrix → ALL contacts gated before any send
- Service Tower's workflow includes approval gate; ALL services live_send_allowed=False
- Service Excellence quality_review BLOCKS launch on missing proof/approval/pricing/unsafe channels
- linkedin_do_not_do() encodes 8 explicit prohibitions (scraping/auto-DM/auto-connect/extensions)
- whatsapp_do_not_do() blocks cold sends + group scraping
- Contracts always: legal_review_required=True, not_legal_advice=True, PDPL sections present
- Self-Growth Mode lets Dealix target its OWN ICP using the same approval-first pipeline

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 17:11:00 +03:00

161 lines
5.7 KiB
Python

"""Email strategy — drafts only, unsubscribe always, pacing-aware."""
from __future__ import annotations
from typing import Any
def draft_b2b_email(
contact: dict[str, Any],
*,
offer: str = "",
why_now: str = "",
tone: str = "professional_saudi",
) -> dict[str, Any]:
"""Build a B2B email draft (Arabic). Never sends."""
name = contact.get("name", "")
company = contact.get("company", "")
role = contact.get("role", "")
salutation = f"هلا {name}" if name else "هلا"
company_part = f" من {company}" if company else ""
why_now_part = f"\n{why_now}\n" if why_now else "\n"
body_ar = (
f"{salutation}،\n\n"
f"أكتب لك{company_part} باختصار. "
f"نشتغل على Dealix كمدير نمو عربي للشركات السعودية:"
f"{why_now_part}"
"خلال 7 أيام، نطلع لك:\n"
"• 10 فرص B2B مناسبة لقطاعكم\n"
"• رسائل عربية جاهزة بنبرتنا\n"
"• خطة متابعة قابلة للتنفيذ\n"
"• Proof Pack بعد الأسبوع\n\n"
f"{offer or 'Pilot بـ 499 ريال أو مجاني مقابل case study.'}\n\n"
"إذا الفكرة تناسبك، نحدد مكالمة 15 دقيقة هذا الأسبوع.\n"
"وإن ما كانت الأولوية الآن خبرني وأرتاح.\n\nشاكر لك."
)
return {
"subject_ar": (
f"فرصة نمو لـ{company}" if company else "فرصة نمو B2B خلال 7 أيام"
),
"body_ar": include_unsubscribe_footer(body_ar),
"tone": tone,
"target_role": role,
"approval_required": True,
"live_send_allowed": False,
}
def include_unsubscribe_footer(body: str) -> str:
"""Append a one-line unsubscribe footer (Arabic + English)."""
if not body:
return body
footer = (
"\n\n———\n"
"لإيقاف هذه الرسائل، رد بكلمة \"إلغاء\" / Reply STOP to unsubscribe."
)
return body + footer
def recommend_pacing(domain_reputation: str = "fresh") -> dict[str, Any]:
"""Recommend a daily send pacing based on domain reputation."""
rep = (domain_reputation or "fresh").lower()
table = {
"fresh": {"max_daily": 20, "warmup_days": 21, "ramp_step": 5},
"warmed": {"max_daily": 60, "warmup_days": 0, "ramp_step": 10},
"trusted": {"max_daily": 200, "warmup_days": 0, "ramp_step": 25},
"damaged": {"max_daily": 5, "warmup_days": 30, "ramp_step": 1},
}
plan = table.get(rep, table["fresh"])
return {
"domain_reputation": rep,
**plan,
"notes_ar": (
"ابدأ بحدود يومية صغيرة على domain جديد، وارتفع تدريجياً. "
"domain متضرر يحتاج فترة تبريد + warmup قبل العودة."
),
}
def score_email_risk(
contact: dict[str, Any], message: str = "",
) -> dict[str, Any]:
"""
Score an outbound email's risk 0..100 (higher = riskier).
Looks at source, opt_in, message content for spam triggers.
"""
source = contact.get("source", "unknown_source")
opt_in = (contact.get("opt_in_status") or "unknown").lower()
risk = 0
reasons: list[str] = []
if source == "cold_list":
risk += 50; reasons.append("قائمة باردة — مخاطرة spam مرتفعة.")
elif source == "unknown_source":
risk += 30; reasons.append("مصدر غير معروف — يحتاج مراجعة.")
elif source in ("inbound_lead", "crm_customer", "website_form"):
risk -= 10 # safer
if opt_in not in ("yes", "double"):
risk += 10
msg = (message or "").lower()
spam_triggers = ["ضمان 100%", "ضمان مضمون", "act now", "urgent",
"free money", "click here now", "limited offer"]
for t in spam_triggers:
if t in msg.lower() or t in (message or ""):
risk += 15
reasons.append(f"عبارة spam: {t}")
risk = max(0, min(100, risk))
if risk >= 60:
verdict = "blocked"
elif risk >= 30:
verdict = "needs_review"
else:
verdict = "safe"
return {"risk": risk, "verdict": verdict, "reasons_ar": reasons}
def build_followup_sequence(
contact: dict[str, Any], *, offer: str = "",
) -> dict[str, Any]:
"""Build a 3-step Arabic email follow-up sequence."""
name = contact.get("name", "")
sal = f"هلا {name}" if name else "هلا"
return {
"approval_required": True,
"live_send_allowed": False,
"steps": [
{
"day": 0,
"subject_ar": "فرصة نمو B2B خلال 7 أيام",
"body_ar": include_unsubscribe_footer(
f"{sal}، (الرسالة الأولى مع العرض الكامل)"
),
},
{
"day": 3,
"subject_ar": "متابعة سريعة",
"body_ar": include_unsubscribe_footer(
f"{sal}، أتابع رسالتي السابقة. "
"هل أرتب لك ديمو 12 دقيقة هذا الأسبوع؟"
),
},
{
"day": 7,
"subject_ar": "آخر متابعة",
"body_ar": include_unsubscribe_footer(
f"{sal}، آخر متابعة من جهتي. "
"إذا ما كانت الأولوية الآن أرتاح وأرشّفها. "
"وإن أردت ديمو لاحقاً، أنا موجود."
),
},
],
}