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Locks Dealix's positioning forever and closes the operational gap between "great product" and "great customer experience": onboarding, connectors, support SLA, incidents, customer success cadence, and companies/marketers landing pages. Positioning Lock (3 docs) - POSITIONING_LOCK.md (Arabic): Saudi Revenue Execution OS category lock; one-liner; primary buyers (companies + agencies/marketers); wedge (First 10 Opportunities + Proof Pack); 5 approved claims; 5 prohibited categories; 5 modes; 5 bundles; 6 "what Dealix is NOT" rules - PROHIBITED_CLAIMS.md (Arabic): 8 categories of forbidden marketing language (guaranteed results, scraping, full automation, bypass approvals, competitor attacks, legal/financial promises, medical language, exaggerated speed) + technical enforcement (safety_eval + tone_eval + quality_review_gate + tool_action_planner + test_positioning_lock.py) - APPROVED_MARKET_MESSAGING.md (Arabic): tagline + 30-second elevator pitch + 5 headlines + competitor positioning table + 4-segment outreach templates + LinkedIn/X social posts + slogan bank Customer Ops (6 modules) - onboarding_checklist: 8-step Pilot onboarding (select_goal → select_bundle → company_intake → connect_channels → upload_or_source → risk_review → first_service_run → first_proof_pack) with progress tracking + state advancement - connector_setup_status: 11 connectors (Gmail/Calendar/Sheets/Moyasar/WhatsApp/Forms/LinkedIn-LeadForms/GBP/CRM/Meet/Instagram) each with default_mode (draft_only/manual/ingest_only/approved_execute), launch phase, and blocking flag; ready_for_first_service gate requires no blocking connectors missing AND ≥1 connected - support_ticket_router: 4-tier P0/P1/P2/P3 classification with Arabic+English keyword matching; auto-classifies "تسريب", "إرسال بدون موافقة", "بدون موافقتي", "live charge", "unauthorized" as P0; per-priority Arabic first-response templates; SLA targets per priority - sla_tracker: SLA targets per priority (P0=30min/4h, P1=2h/24h, P2=8h/72h, P3=24h/1week); record_sla_event with strict event-type validation; classify_sla_breach for individual tickets; build_sla_health_report aggregates with verdict (healthy/watch/critical based on breach_rate) - customer_success_cadence: 6 cadence types (weekly_check_in, monthly_proof_review, QBR, at_risk_alert, renewal_30/7_day); build_at_risk_alert with risk_score 0..100 from days_inactive + drafts_pending + last_proof_pack_days_ago; build_customer_success_plan with 30-day per-bundle cadences (growth_starter, executive_growth_os, partnership_growth) - incident_router: SEV1/SEV2/SEV3 with first_action_minutes + comm_cadence; auto-SEV1 on has_data_leak OR has_unauthorized_send; SEV2 on affected_customers≥5; canonical 5-step response plan (freeze live actions / notify founder / create incident channel / review Action Ledger / PDPL 72h notification) + per-severity additional steps + post-mortem template New Operator Modes (2) - self_growth_mode: re-exports targeting_os.self_growth_mode (DEALIX_ICP_FOCUSES, recommend_dealix_targets, build_self_growth_daily_brief, build_weekly_learning_report) + operator-tier reminders (no cold WhatsApp even for Dealix itself, all drafts approval-first, no scraping) - service_delivery_mode: orchestrates service_tower workflow + revenue_launch.pilot_delivery + customer_ops.sla_tracker; build_service_delivery_brief (per-service template), build_sla_status_for_delivery (breach detection on open tickets), build_post_delivery_handoff (5-step transition to Customer Success cadence) Router (1 new) — 20 endpoints - /api/v1/customer-ops/* — onboarding (checklist/update-step/demo), connectors (catalog/summary/update/demo), support (priorities/classify/route/first-response), sla (event/classify-breach/health-report/health-report-demo), incidents (triage/response-plan), cs (weekly-check-in/at-risk-alert/success-plan) Customer-facing pages (1 new, 1 already-existed-preserved) - landing/companies.html (NEW): Saudi B2B companies pitch — Approval-first, no scraping, no cold WhatsApp; 4 bundles (Growth Starter / Data to Revenue / Executive Growth OS / Full Growth Control Tower); Proof Pack section; safety + compliance section - landing/marketers.html (existed): preserved as-is — agency/marketers Agency Growth OS path Tests (2 new files, 44 tests) - test_customer_ops.py: 31 tests * 4 onboarding (8 steps, advancement, unknown step error, complete-all) * 5 connectors (critical connectors present, blocking_missing detection, ready gate, validation, write) * 8 support (P0 security, P0 unauthorized send, P1 service down, P2 connector, P3 default, empty input, route includes SLA, P0 first-response Arabic with 30 min) * 6 SLA (event validates, log appends, breach detection within/exceeded targets, health report aggregation, critical verdict) * 4 incidents (data leak SEV1, unauthorized send SEV1, ≥5 customers SEV2, single customer SEV3, SEV1 plan includes PDPL) * 4 customer success (weekly check-in talking points Arabic, at-risk high severity, at-risk low severity, success plan per bundle including growth_starter and executive_growth_os Founder Shadow Board) - test_positioning_lock.py: 13 tests * positioning_lock.md exists with category + "ليس CRM" + "ليس بوت" * prohibited_claims.md exists with "نضمن" + "scraping" * approved_market_messaging.md has Approval-first + PDPL + Saudi Tone + Proof Pack * landing pages contain NO positive forbidden claims (negative restatements like "no auto-DM" in safety sections allowed) * companies.html includes "Approval-first" + "Proof Pack" * agency-partner.html OR marketers.html exists * private-beta.html does NOT promise guarantees * REVENUE_TODAY_PLAYBOOK emphasizes Approval-first * positioning_lock lists all 5 bundles * positioning_lock lists all 5 modes (CEO + Growth Manager + Agency Partner + Self-Growth + Service Delivery) Customer Ops Docs (5 new) - ONBOARDING_RUNBOOK.md (Arabic): 8 onboarding steps + day-by-day Day1-Day5 + 11 connector states + acceptance criteria - SUPPORT_SLA.md (Arabic): 4 priority tiers + auto-classification keywords + Arabic first-response templates + weekly review process - INCIDENT_RESPONSE.md (Arabic): SEV1/SEV2/SEV3 logic + canonical response plan + per-severity additional steps + post-mortem template + Arabic communication templates + auto-actions - CUSTOMER_SUCCESS_PLAYBOOK.md (Arabic): cadence types + weekly agenda (25 min) + at-risk scoring formula + per-bundle cadence + QBR + renewal flow + health score formula - CONNECTOR_SETUP_GUIDES.md (Arabic): all 11 connectors with scopes + step-by-step + acceptance criteria + troubleshooting table Test results - 44/44 new tests pass - Full suite: 949 passed, 2 skipped (missing API keys, unrelated) - 0 existing tests broken Safety + integration - All 20 customer-ops endpoints: approval_required=True, live_send_allowed=False - support_ticket_router HARD-CLASSIFIES "تسريب", "إرسال بدون موافقة", "live charge", "unauthorized" as P0 (founder owner, 30-min first response) - incident_router auto-promotes to SEV1 on has_data_leak or has_unauthorized_send (regardless of affected_customers count) - onboarding_checklist requires WhatsApp connector (blocking) before ready_for_first_service - connector_setup_status default_mode is draft_only/manual/ingest_only — never live - Positioning Lock test_positioning_lock.py enforces: * 5 bundles must be listed in POSITIONING_LOCK.md * 5 modes must be listed * landing pages must not contain positive forbidden claims (8 phrases) * companies.html must mention Approval-first + Proof Pack - self_growth_mode reminds operator: no cold WhatsApp even for Dealix itself - service_delivery_mode integrates SLA tracker before declaring delivery success Integration with everything before - Customer Ops onboarding integrates Service Bundles (autonomous_service_operator.service_bundles) - Customer Ops connectors mirror connector_catalog risk_levels + add operational state machine - Support classifier integrates with security_curator (P0 on secret leaks) + revenue_launch.payment_manual_flow (P0 on unauthorized charge) - Customer Success metrics flow from agent_observability + revenue_launch.proof_pack_template - Service Delivery Mode wires service_tower.workflow + revenue_launch.pilot_delivery + sla_tracker into one pipeline - Self-Growth Mode wraps targeting_os.self_growth_mode with operator-tier safety reminders - Companies + Marketers pages enforce POSITIONING_LOCK headlines Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
121 lines
4.2 KiB
Markdown
121 lines
4.2 KiB
Markdown
# Dealix Onboarding Runbook
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> **الهدف:** نقل عميل جديد من "وافق على الـ Pilot" إلى "أول Proof Pack" خلال 5 أيام عمل، بدون خطأ تشغيلي.
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---
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## 8 خطوات الـ onboarding (محسوبة)
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| # | الخطوة | المدة | الاعتماد |
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|---|--------|------|---------|
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| 1 | اختيار الهدف | 2د | لا |
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| 2 | اختيار الباقة | 3د | نعم |
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| 3 | بيانات الشركة | 5د | لا |
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| 4 | ربط القنوات (drafts فقط) | 8د | نعم |
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| 5 | رفع قائمة أو ربط مصدر leads | 5د | نعم |
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| 6 | مراجعة المخاطر (PDPL + سمعة) | 4د | نعم |
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| 7 | تشغيل أول خدمة | async | نعم |
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| 8 | استلام أول Proof Pack | async | لا |
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**Endpoints:**
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- `POST /api/v1/customer-ops/onboarding/checklist`
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- `POST /api/v1/customer-ops/onboarding/update-step`
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- `GET /api/v1/customer-ops/onboarding/checklist/demo`
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---
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## Day-by-day
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### Day 1 — Kick-off (60 دقيقة)
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- مكالمة 30 دقيقة مع المؤسس / Growth Manager.
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- ملء الـ intake (الخطوات 1-3).
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- توقيع Pilot Agreement draft + DPA draft (يحتاج محامي للحالة الإنتاجية).
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- إنشاء session في `operator_memory` + customer_id.
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### Day 2 — Connectors
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- ربط Gmail (drafts فقط) — `connector_setup_status` يتعقّب التقدم.
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- ربط Google Calendar (drafts فقط).
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- ربط Google Sheets للـ exports.
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- WhatsApp Cloud (إذا لازم) — opt-in audit أولاً.
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### Day 3 — List + Risk Review
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- رفع CSV / ربط CRM.
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- تشغيل `targeting_os.analyze_uploaded_list_preview`.
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- مراجعة الـ contactability (safe / needs_review / blocked).
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- اعتماد القنوات الآمنة فقط.
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### Day 4 — أول خدمة
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- تشغيل First 10 Opportunities Sprint أو List Intelligence.
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- توليد 10 opportunity cards + رسائل عربية.
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- إرسال Approval Pack للعميل (≤3 أزرار لكل بطاقة).
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### Day 5 — Proof Pack v1
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- استلام Proof Pack مختصر (PDF + JSON + WhatsApp summary).
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- جلسة مراجعة 30 دقيقة.
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- تفعيل Customer Success Cadence (weekly check-ins).
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---
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## Connector Setup Status
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11 connectors معرّفة في `customer_ops.connector_setup_status`:
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| Connector | Default Mode | Phase | Blocking |
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|-----------|--------------|------:|----------|
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| gmail | draft_only | 1 | لا |
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| google_calendar | draft_only | 1 | لا |
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| google_sheets | approved_execute | 1 | لا |
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| moyasar | manual | 1 | لا |
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| whatsapp_cloud | draft_only | 1 | **نعم** |
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| website_forms | approved_execute | 1 | لا |
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| linkedin_lead_forms | ingest_only | 2 | لا |
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| google_business_profile | draft_only | 2 | لا |
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| crm_generic | draft_only | 2 | لا |
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| google_meet | ingest_only | 2 | لا |
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| instagram_graph | ingest_only | 3 | لا |
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`ready_for_first_service` = `True` فقط عندما لا يوجد blocking connector مفقود + ≥1 connector connected.
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---
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## Connector States
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```
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not_started → configuring → connected_draft_only
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→ connected_approved_execute
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configuring → failed (يحتاج إعادة محاولة)
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configuring → skipped (إذا قرر العميل عدم الربط)
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```
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---
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## ما لا يحدث بدون اعتماد
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- ربط Gmail لا يفعّل send.
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- ربط Calendar لا يفعّل insert.
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- ربط Moyasar لا يفعّل charge.
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- ربط WhatsApp لا يفعّل cold send.
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كل live action يحتاج env flag صريح + اعتماد بشري.
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---
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## Onboarding Failure Recovery
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| فشل | الإجراء |
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|-----|--------|
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| OAuth Gmail فشل | recheck scopes, retry, fallback to draft-only |
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| Moyasar invoice غير موصول | استخدم dashboard manual |
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| العميل لم يرفع قائمة | اعرض Free Diagnostic + recommend_accounts |
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| Risk review كشف مشكلة | توقّف، أرسل تقرير للمؤسس |
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---
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## Acceptance Criteria
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العميل onboarded إذا:
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1. كل الـ 8 خطوات `completed=True` (إلا الـ async منها).
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2. `ready_for_first_service=True`.
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3. Proof Pack v1 تم تسليمه + اعتماده.
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4. Customer Success cadence مفعّل.
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