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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>
185 lines
6.1 KiB
Markdown
185 lines
6.1 KiB
Markdown
# Targeting & Acquisition OS — نظام الاستهداف الذكي
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> **القاعدة:** Dealix لا يجمع كل شيء من كل مكان. يستهدف بذكاء، عبر مصادر مصرّح بها، مع موافقات بشرية، ومراقبة سمعة، وتعلّم يومي.
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---
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## 1. لماذا Targeting OS؟
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أي أداة تستطيع جمع أرقام بالـ scraping. القوة الحقيقية:
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- **Account-first**: ابحث عن الشركات قبل الأشخاص.
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- **Buying Committee**: من غالباً يقرر داخل كل شركة؟
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- **Contactability Gate**: هل التواصل مسموح؟
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- **Channel Strategy**: ما القناة الأفضل لكل مصدر؟
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- **Reputation Guard**: إذا تدهورت السمعة → أوقف القناة تلقائياً.
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- **Daily Autopilot**: brief يومي + actions + Proof.
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- **Self-Growth Mode**: Dealix يستهدف عملاءه بنفس النظام.
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---
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## 2. الوحدات (16 module)
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| الوحدة | الدور |
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|--------|------|
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| `account_finder` | يحدد 10-25 شركة مناسبة لكل (sector, city). |
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| `buyer_role_mapper` | 14 دور + خرائط buying committee حسب القطاع. |
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| `contact_source_policy` | 12 مصدر، كل واحد له risk_score + channels مسموحة + retention. |
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| `contactability_matrix` | 5 action modes: suggest_only / draft_only / approval_required / approved_execute / blocked. |
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| `linkedin_strategy` | Lead Forms + Ads + Manual فقط. **لا scraping/auto-DM/auto-connect**. |
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| `email_strategy` | Drafts + unsubscribe + pacing حسب domain reputation. |
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| `whatsapp_strategy` | Opt-in only؛ rejects cold + risky phrases. |
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| `social_strategy` | Listening + drafts فقط؛ لا auto-publish. |
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| `outreach_scheduler` | Day-by-day plan + daily limits + opt-out enforcement. |
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| `reputation_guard` | Bounce/complaint/opt-out thresholds → healthy/watch/pause. |
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| `daily_autopilot` | Daily brief + 7 today actions + EOD report. |
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| `acquisition_scorecard` | Pipeline / meetings / risks / productivity score. |
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| `self_growth_mode` | Dealix ICP focus + daily brief + weekly learning. |
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| `free_diagnostic` | Free 5-section Arabic diagnostic → paid pilot offer. |
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| `contract_drafts` | Pilot/DPA/Referral/Agency/SOW outlines (legal review required). |
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| `service_offers` | 7 targeting-tier offers + pricing + recommend. |
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---
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## 3. القنوات والقواعد
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### LinkedIn
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**الممنوع** (encoded in `linkedin_do_not_do()`):
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- `scrape_profiles, auto_connect, auto_dm, browser_automation, fake_engagement, download_contacts_from_linkedin, buy_scraped_leads, use_unauthorized_extensions`.
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**المسموح**:
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- LinkedIn Lead Gen Forms (أساسي).
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- LinkedIn Ads.
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- البحث اليدوي المعتمد (manual research task).
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- Connection requests يدوية بمسودات Dealix.
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### WhatsApp
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- لا cold بدون opt-in واضح.
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- opt-in template يحتاج: اسم النشاط + الغرض + خيار الانسحاب.
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- double opt-in موصى به.
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### Email
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- سياق واضح + unsubscribe.
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- Pacing حسب `domain_reputation`: fresh/warmed/trusted/damaged.
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- إيقاف على bounce ≥ 5%.
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### Social
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- API رسمية فقط.
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- Listening مسموح.
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- Replies = drafts بموافقة.
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---
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## 4. مصادر الـ Contacts (12)
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| Source | Risk | Status الافتراضي |
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|--------|------|-----------------|
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| `crm_customer` | 5 | safe |
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| `inbound_lead` | 5 | safe |
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| `website_form` | 10 | safe |
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| `linkedin_lead_form` | 10 | safe |
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| `event_lead` | 20 | needs_review |
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| `referral` | 25 | needs_review |
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| `partner_intro` | 25 | needs_review |
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| `manual_research` | 50 | needs_review |
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| `uploaded_list` | 60 | needs_review |
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| `unknown_source` | 80 | needs_review |
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| `cold_list` | 95 | blocked (waتساب)/needs_review (إيميل) |
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| `opt_out` | 100 | blocked (كل القنوات) |
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---
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## 5. Daily Operating Loop
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```
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صباحاً:
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- 10 شركات جديدة مناسبة
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- 5 رسائل drafts للموافقة
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- 3 leads متأخرة (>72h)
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- 1 فرصة شريك
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- 1 خطر سمعة
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ظهراً:
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- اعتماد + إرسال 5 emails
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- مراجعة 12 رقم بدون مصدر
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- ديمو شريك
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مساءً:
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- 32 حساب تم تحليله
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- 6 مسودات معتمدة
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- 2 ردود إيجابية
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- 1 اجتماع مجدول
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- 8 مخاطر منعت
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```
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---
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## 6. Self-Growth Mode
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5 ICP focuses لـ Dealix نفسه:
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1. وكالات تسويق B2B في الرياض.
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2. شركات تدريب B2B في الرياض.
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3. شركات استشارات نمو.
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4. SaaS سعودية صغيرة-متوسطة.
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5. وسطاء عقار B2B في جدة.
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كل صباح: 10 شركات + 5 رسائل + اعتماد المؤسس.
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أهداف شهرية: 30 Free Diagnostic، 6 Paid Pilots، 3 Growth OS، 1 وكالة شريكة.
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---
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## 7. Endpoints (`/api/v1/targeting/...`)
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```
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POST /accounts/recommend
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POST /buying-committee/map
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POST /contacts/evaluate
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POST /uploaded-list/analyze
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POST /outreach/plan
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GET /daily-autopilot/demo
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GET /self-growth/demo
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POST /self-growth/targets
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POST /self-growth/weekly-report
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GET /reputation/status
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POST /reputation/recovery
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POST /linkedin/strategy
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POST /drafts/email
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POST /drafts/whatsapp
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POST /drafts/email-followup
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POST /drafts/role-angle
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POST /free-diagnostic
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GET /services
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POST /services/recommend
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GET /contracts/templates
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```
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---
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## 8. اختبارات
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`tests/unit/test_targeting_os.py` — 47 اختبار:
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- Account finder + Arabic + safe sources.
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- Buying committee + role-based angles.
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- Source classification + 12 sources.
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- Contactability (opt-out, cold WA, inbound safe, unknown review).
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- LinkedIn (لا scraping/auto-DM).
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- Email risk + unsubscribe + 3-step follow-up.
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- WhatsApp risk + opt-in templates.
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- Outreach plan + daily limits.
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- Reputation guard + recovery.
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- Self-growth + free diagnostic + uploaded list preview.
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- Contracts (legal review + PDPL).
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- Acquisition scorecard.
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---
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## 9. ما لا تفعله
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- لا scraping LinkedIn/social.
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- لا auto-DM في أي منصة.
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- لا cold WhatsApp.
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- لا charge بدون تأكيد.
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- لا scraping ToS-مخالف.
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- لا وعود بنتائج مضمونة.
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- لا تخزين بطاقات.
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