system-prompts-and-models-o.../dealix/auto_client_acquisition/targeting_os/buyer_role_mapper.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

152 lines
6.2 KiB
Python

"""Map buying committees — من غالباً يقرر داخل الشركة."""
from __future__ import annotations
from typing import Any
# All buyer roles Dealix knows about, with Arabic labels.
ALL_BUYER_ROLES: dict[str, str] = {
"founder_ceo": "المؤسس / الرئيس التنفيذي",
"coo": "مدير العمليات",
"head_of_sales": "مدير المبيعات",
"marketing_manager": "مدير التسويق",
"business_development": "تطوير الأعمال",
"operations_manager": "مدير العمليات التشغيلية",
"clinic_manager": "مدير العيادة",
"branch_manager": "مدير الفرع",
"hr_manager": "مدير الموارد البشرية",
"procurement_manager": "مدير المشتريات",
"agency_owner": "صاحب الوكالة",
"store_manager": "مدير المتجر",
"growth_manager": "مدير النمو",
"cto": "المدير التقني",
}
# Sector-specific decision-maker priors (descending priority).
_DM_BY_SECTOR: dict[str, list[str]] = {
"training": ["founder_ceo", "head_of_sales", "hr_manager"],
"saas": ["founder_ceo", "head_of_sales", "growth_manager"],
"real_estate": ["founder_ceo", "head_of_sales", "branch_manager"],
"retail": ["founder_ceo", "store_manager", "marketing_manager"],
"healthcare": ["clinic_manager", "founder_ceo", "operations_manager"],
"logistics": ["coo", "operations_manager", "founder_ceo"],
"fintech": ["founder_ceo", "growth_manager", "cto"],
"agency": ["agency_owner", "head_of_sales", "growth_manager"],
"education": ["founder_ceo", "operations_manager", "marketing_manager"],
"consulting": ["founder_ceo", "business_development", "head_of_sales"],
}
_INFLUENCERS_BY_SECTOR: dict[str, list[str]] = {
"training": ["marketing_manager", "operations_manager"],
"saas": ["marketing_manager", "cto"],
"real_estate": ["marketing_manager"],
"retail": ["operations_manager"],
"healthcare": ["marketing_manager", "operations_manager"],
"logistics": ["procurement_manager"],
"fintech": ["marketing_manager", "head_of_sales"],
"agency": ["marketing_manager", "business_development"],
"education": ["hr_manager"],
"consulting": ["marketing_manager"],
}
# Goal-based message angles per role.
_ROLE_ANGLES_AR: dict[str, str] = {
"founder_ceo": "نمو إيرادات ملموس بدون توظيف فريق كبير.",
"coo": "تنظيم العمليات وقياس الأثر يومياً.",
"head_of_sales": "ملء الـ pipeline بفرص مؤهلة + متابعة منظمة.",
"marketing_manager": "تحويل الـ traffic والإعلانات إلى اجتماعات.",
"business_development": "فتح قنوات شراكة وتوزيع جديدة.",
"operations_manager": "أتمتة المتابعات + تقليل الوقت الضائع.",
"clinic_manager": "تذكير المرضى + ردود التقييمات + قنوات حجز.",
"branch_manager": "إدارة عملاء الفرع + reactivation.",
"hr_manager": "برامج تدريب وتوظيف بدون فوضى inbox.",
"procurement_manager": "تقييم مزودين + التزامات SLA واضحة.",
"agency_owner": "خدمة عملاء الوكالة + Proof Pack + revenue share.",
"store_manager": "استرجاع العملاء + payment links + reviews.",
"growth_manager": "تجارب نمو منظمة + قياس Proof.",
"cto": "أمان البيانات + PDPL + تكاملات مصرّحة.",
}
def _norm_sector(sector: str) -> str:
s = (sector or "").lower().strip()
return s if s in _DM_BY_SECTOR else "saas"
def map_buying_committee(
sector: str,
*,
company_size: str = "small",
goal: str = "fill_pipeline",
) -> dict[str, Any]:
"""Build a buying-committee map for a sector + company-size."""
s = _norm_sector(sector)
dm_keys = _DM_BY_SECTOR[s]
inf_keys = _INFLUENCERS_BY_SECTOR[s]
# For small companies, the founder is almost always the primary DM.
if company_size in ("micro", "small") and "founder_ceo" not in dm_keys[:2]:
dm_keys = ["founder_ceo"] + [k for k in dm_keys if k != "founder_ceo"]
return {
"sector": s,
"company_size": company_size,
"goal": goal,
"primary_decision_maker": {
"role_key": dm_keys[0],
"label_ar": ALL_BUYER_ROLES[dm_keys[0]],
"angle_ar": _ROLE_ANGLES_AR[dm_keys[0]],
},
"secondary_decision_makers": [
{"role_key": k, "label_ar": ALL_BUYER_ROLES[k],
"angle_ar": _ROLE_ANGLES_AR[k]}
for k in dm_keys[1:]
],
"influencers": [
{"role_key": k, "label_ar": ALL_BUYER_ROLES[k],
"angle_ar": _ROLE_ANGLES_AR[k]}
for k in inf_keys
],
"approach_notes_ar": (
"ابدأ بمحاور أعلى — المؤسس أو مدير المبيعات. "
"اشمل الـ influencers في الرسالة الثانية لبناء التوافق الداخلي."
),
}
def recommend_decision_maker_roles(
sector: str, *, goal: str = "fill_pipeline",
) -> list[dict[str, str]]:
s = _norm_sector(sector)
return [
{"role_key": k, "label_ar": ALL_BUYER_ROLES[k],
"angle_ar": _ROLE_ANGLES_AR[k]}
for k in _DM_BY_SECTOR[s]
]
def recommend_influencer_roles(
sector: str, *, goal: str = "fill_pipeline",
) -> list[dict[str, str]]:
s = _norm_sector(sector)
return [
{"role_key": k, "label_ar": ALL_BUYER_ROLES[k],
"angle_ar": _ROLE_ANGLES_AR[k]}
for k in _INFLUENCERS_BY_SECTOR[s]
]
def draft_role_based_angle(
role_key: str, *, sector: str = "saas", offer: str = "",
) -> dict[str, str]:
"""Build a one-sentence Arabic angle suited to a role."""
role_key = role_key if role_key in ALL_BUYER_ROLES else "founder_ceo"
role_ar = ALL_BUYER_ROLES[role_key]
base_angle = _ROLE_ANGLES_AR[role_key]
offer_part = f"{offer}" if offer else ""
return {
"role_key": role_key,
"role_ar": role_ar,
"angle_ar": f"رسالة لـ{role_ar}: {base_angle}{offer_part}",
}