system-prompts-and-models-o.../dealix/docs/SERVICE_EXCELLENCE_OS.md
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

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# Service Excellence OS — مصنع الخدمات الممتازة
> **القاعدة:** لا خدمة تطلق إنتاجياً إلا إذا حصلت على score ≥80 وتجاوزت 4 quality gates. ولا تتوقف عند الإطلاق — تستمر في التحسين الأسبوعي.
---
## 1. الوحدات
| الوحدة | الدور |
|--------|------|
| `feature_matrix` | 12 must-have feature لكل خدمة + advanced/premium/future. |
| `service_scoring` | 10 أبعاد × 10 نقاط = 100. status: launch_ready / beta_only / needs_work. |
| `quality_review` | 4 gates: proof / approval / pricing / channels. |
| `competitor_gap` | مقارنة structural بـ7 فئات منافسين. |
| `proof_metrics` | الـ metrics المطلوبة + ROI estimate. |
| `research_lab` | brief شهري + hypotheses + experiments. |
| `service_improvement_backlog` | feedback → backlog → prioritization. |
| `launch_package` | landing + sales + demo + onboarding. |
---
## 2. الـ 12 Must-Have Features (لكل خدمة)
1. Self-Serve Intake.
2. AI Recommendation.
3. Data Quality Check.
4. Contactability / Risk Gate.
5. Channel Strategy.
6. Arabic Contextual Drafting.
7. Approval Cards.
8. Execution Mode (draft/export/approved).
9. Proof Pack.
10. Learning Loop.
11. Upsell Path.
12. Service Score.
---
## 3. الـ 10 أبعاد للـ Score
| البُعد | الوزن |
|------|----:|
| Clarity (وضوح الألم) | 10 |
| Speed-to-Value | 10 |
| Automation | 10 |
| Compliance | 10 |
| Proof | 10 |
| Upsell | 10 |
| Uniqueness (Saudi-first) | 10 |
| Scalability (multi-sector) | 10 |
| Ops Daily (autopilot) | 10 |
| Proof Data | 10 |
**Status:**
- ≥80: `launch_ready`
- ≥60: `beta_only`
- <60: `needs_work`
---
## 4. الـ 4 Quality Gates
قبل إطلاق أي خدمة:
1. **Proof gate** لا proof_metrics blocked.
2. **Approval gate** لا approval_policy blocked.
3. **Pricing gate** تسعير غير منطقي blocked.
4. **Channels gate** تكامل غير آمن (scraping/auto_dm/etc.) blocked.
`review_service_before_launch(service_id)` يُرجع verdict واحد من:
- `launch_ready`
- `beta_only`
- `needs_work`
- `blocked_at_gate`
---
## 5. Competitor Gap (7 فئات)
| Category | Strengths | Limits |
|----------|-----------|--------|
| CRM عام | تخزين بيانات | ينتظر إدخال يدوي |
| WhatsApp tools | Broadcast | لا approval-first |
| Email assistants | كتابة أسرع | لا تحول الإيميل لـ pipeline |
| LinkedIn tools | إيجاد leads | كثيرها يخالف ToS |
| وكالات | خبرة بشرية | لا تتوسع |
| Revenue intelligence | تحليل calls | تبدأ بعد المكالمة |
| Generic AI agent | مرن | بدون سياق شركة |
**ميزات Dealix:**
- موجّه للسوق السعودي.
- Approval-first.
- Proof Pack شهري.
- Multi-channel orchestration.
- Self-improving Curator.
- PDPL-aware.
---
## 6. Research Lab (شهرياً)
لكل خدمة:
- 6 أسئلة بحث (من اشترى، TTV، اعتراضات، deliverables، metrics، pricing).
- 4-5 hypotheses للتحسين.
- 3 experiments الأولوية (impact/effort).
- Monthly review بـ score حالي + gap + experiments.
---
## 7. Improvement Backlog
- `convert_feedback_to_backlog` Feedback backlog item.
- `prioritize_backlog_items` impact desc, effort asc.
- `recommend_weekly_improvements` 3 weekly tasks.
---
## 8. Launch Package (per service)
1. **Landing outline** (RTL Arabic): hero, promise, 3-step how-it-works, deliverables, pricing, proof, safety, FAQ, CTA.
2. **Sales script**: 5 discovery questions + pitch + 4 objection handlers + close.
3. **Demo script**: 12-min minute-by-minute Arabic walkthrough.
4. **Onboarding checklist**: first-5-days plan.
---
## 9. Endpoints (`/api/v1/service-excellence/...`)
```
GET /{id}/feature-matrix
GET /{id}/feature-classification
GET /{id}/missing-features
GET /{id}/score
GET /{id}/quality-review
GET /review/all
GET /{id}/proof-metrics
POST /{id}/roi-estimate
GET /{id}/gap-analysis
GET /{id}/research-brief
GET /{id}/feature-hypotheses
GET /{id}/experiments
GET /{id}/monthly-review
GET /{id}/backlog
POST /{id}/backlog/from-feedback
POST /{id}/backlog/prioritize
GET /{id}/weekly-improvements
GET /{id}/launch-package
GET /{id}/landing-outline
GET /{id}/sales-script
GET /{id}/demo-script
GET /{id}/onboarding-checklist
```
---
## 10. اختبارات
`tests/unit/test_service_excellence.py` 33 اختبار:
- Feature matrix 10 must-haves.
- Score returns valid status.
- Every catalogued service passes the 4 gates.
- ROI estimate returns x-multiples.
- Competitor gap lists advantages + do-not-copy.
- Research brief has 5 questions.
- Hypotheses 3 + experiments 3.
- Backlog conversion + prioritization.
- Launch package complete.
- Demo script = 12 minutes.
---
## 11. Weekly Improvement Loop
```
كل اثنين:
1. شغّل /review/all على كل الـ 12 خدمة.
2. أي خدمة < 80 → افتح backlog item.
3. أي خدمة blocked → إصلاح فوري قبل إطلاق جديد.
4. اختر experiment واحد لكل خدمة.
كل جمعة:
1. سجل النتائج في Service Scorecard.
2. حدّث الـ improvement backlog.
3. أرسل executive brief للمؤسس.
```