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219 lines
6.7 KiB
Markdown
219 lines
6.7 KiB
Markdown
# 💰 Dealix — First Revenue Attempt Playbook
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**Use this the exact moment a prospect verbally agrees to pay.**
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**Target close-to-paid cycle: under 15 minutes.**
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---
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## 🎯 Preconditions (already true)
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- Backend live: `https://web-dealix.up.railway.app/healthz` returns 200
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- Landing live: `https://voxc2.github.io/dealix/`
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- Moyasar dashboard accessible (KYC may still be pending — doesn't matter)
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- Bank app / STC Pay on phone for manual confirmation
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- `pipeline_tracker.csv` open in editor
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---
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## ⏱️ Minute-by-Minute Script
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### 0:00 — The Verbal Yes
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Prospect says one of:
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- "نبي نجرب"
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- "أرسل لي الرابط"
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- "خلاص، ابدأ"
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- "كم المدة للتفعيل؟"
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**Response (on call, immediate):**
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> "ممتاز. خلّني أرسل لك رابط الدفع خلال 3 دقائق على واتساب. الباقة [X]، المبلغ [Y] ريال، تفعيل خلال 24 ساعة. أي بطاقة سعودية تشتغل — Mada، Visa، Apple Pay."
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### 0:00–0:03 — Generate Payment Link
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**Path 1 — Moyasar active (preferred, one command):**
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```bash
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cd /path/to/dealix
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export MOYASAR_SECRET_KEY=sk_live_xxxxxxxxx # or sk_test_ for verification
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# Pilot 1 SAR
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bash docs/ops/moyasar_live_test.sh customer@company.com 1 pilot
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# OR Starter
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bash docs/ops/moyasar_live_test.sh customer@company.com 999 starter
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# OR Growth
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bash docs/ops/moyasar_live_test.sh customer@company.com 2999 growth
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```
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Script output contains: invoice URL + WhatsApp-ready Arabic template.
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**Path 2 — Moyasar not active (manual):**
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Open Moyasar dashboard → Invoices → Create Invoice manually (2 minutes in UI).
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Copy URL.
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**Path 3 — Moyasar completely unavailable:**
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Use `MANUAL_PAYMENT_SOP.md` → send bank IBAN + STC Pay number via WhatsApp.
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### 0:03–0:04 — Send WhatsApp
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Paste the template from script output. Personalize with prospect name. Send.
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Template:
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```
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مرحباً [الاسم]،
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رابط دفع Dealix الخاص بك:
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[INVOICE_URL]
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المبلغ: [X] ريال
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الباقة: [pilot/starter/growth/scale]
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طرق الدفع: Mada / Visa / Mastercard / Apple Pay / STC Pay
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بعد الدفع تواصل معي مباشرة للتفعيل.
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سامي — Dealix
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```
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### 0:04–0:05 — Update Tracker
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Open `pipeline_tracker.csv`, find the prospect's row, update:
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| Column | Value |
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|--------|-------|
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| `plan` | pilot / starter / growth / scale |
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| `payment_status` | invoice_sent |
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| `notes` | Invoice ID: inv_xxxxx, sent HH:MM |
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### 0:05–0:15 — Watch for Payment
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- Keep Moyasar dashboard tab open
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- Keep bank app open
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- Most prospects pay within 10 minutes if they committed verbally
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### 0:15 — If Paid
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**Within 5 minutes of payment notification:**
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1. Update `pipeline_tracker.csv`:
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- `payment_status` = paid
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- `revenue_sar` = [amount]
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2. Send WhatsApp confirmation:
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```
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وصلت الدفعة بأمان. التفعيل خلال 24 ساعة.
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سأتواصل معك خلال ساعة لبدء الإعداد.
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شكراً لثقتك.
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سامي
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```
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3. Open `FIRST_CUSTOMER_ONBOARDING_CHECKLIST.md` → execute Day 0 steps
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4. Book kickoff call via Calendly: https://calendly.com/sami-assiri11/dealix-demo
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- Duration: 45 min
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- Purpose: onboarding kickoff
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- Send link in same WhatsApp thread
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### 0:15 — If Not Paid (after 30 min)
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One gentle nudge, only once:
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```
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مرحباً [الاسم]،
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لاحظت إن الدفع لم يكتمل. هل في شيء أقدر أساعد فيه؟
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- مشكلة تقنية مع الرابط؟
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- تحتاج طريقة دفع أخرى؟
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- تحتاج وقت أكثر للمراجعة؟
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```
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**Do NOT nudge more than once.** Move on to next prospect.
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---
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## 🧾 Post-Payment: Issue Proper Invoice Record
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For the customer's records AND for your accounting:
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1. Open `docs/sales-kit/dealix_invoice_template.html`
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2. Fill:
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- Invoice number: `DLX-2026-XXXXX` (increment from last)
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- Customer name, CR if B2B
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- Plan, amount, VAT (if registered)
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- Payment reference: Moyasar Invoice ID
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- Status: `PAID`
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3. Save as PDF (browser print → save as PDF)
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4. Email to customer + keep copy in `docs/revenue/invoices/2026/`
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**VAT note:** Dealix under 187,500 SAR annual revenue → not VAT-registered → no VAT line on invoice. See `REVENUE_READINESS.md` → ZATCA section.
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---
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## 📣 Post-First-Revenue Broadcast
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Within 24 hours of first paid customer:
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### Internal
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- [ ] Update `DEALIX_COMPANY_OPERATIONAL_STATE.md`: Revenue status → ACTIVE
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- [ ] Update `COMPANY_CONTROL_CENTER.md`: First Revenue Date = today
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- [ ] Record learning in `daily_scorecard.md`
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### External (optional but powerful)
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- [ ] LinkedIn post: "Dealix has its first paying customer. 🎉" (founder voice, no specifics unless customer approves)
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- [ ] X (Twitter) post same
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- [ ] Tell 3 closest friends/mentors — social accountability
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- [ ] If customer agrees: add to landing as social proof (logo + quote)
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### For next customer
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- [ ] Ask first customer for one referral: "أنت أول عميل لـ Dealix. تعرف أحد يستفيد مثلك؟"
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- [ ] Offer referral credit: 500 SAR off if referred customer signs
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- [ ] Update `dealix_referral_program.md` with actual customer #1 story
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---
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## 🔁 Repeat Loop
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After first customer, the loop tightens:
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```
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Day 0: First payment → 1 paid customer
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Day 1: Onboarding kickoff → delight
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Day 3: Ask for referral → pipeline + 1 warm
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Day 7: Check-in + case study ask → social proof
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Day 14: Second customer (from referral OR cold) closed same way
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```
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Every customer = one referral ask. This is how MRR compounds.
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---
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## 🚨 Gotchas (learned from industry, not yet from Dealix)
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| Gotcha | Prevention |
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|--------|------------|
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| Prospect says yes but never pays | 30-min nudge once, then drop. Their intent is the asset. |
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| Customer pays then ghosts on onboarding | Book kickoff call BEFORE sending invoice. "First, let's book the kickoff, then I send payment." |
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| Card declined unexpectedly | Have backup: offer bank transfer immediately with IBAN |
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| Wants invoice with CR/VAT before paying | Send PDF invoice template first, payment second. Adds 10 min. |
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| Chargeback risk | First 10 customers: 100% manual fulfillment + weekly check-ins to prevent disputes |
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| Refund requested within 7 days | Honor it immediately. Don't argue. The case study loss > refund value. |
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---
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## 🧭 When to Retire This Page
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Retire this playbook once:
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- 10+ customers closed successfully
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- Full Moyasar automation live (webhook → welcome email → onboarding sequence)
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- Average close time drops below 5 minutes from yes → paid
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Until then: this is THE revenue playbook.
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---
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**First customer ≠ best customer. First customer teaches you more than they pay you.**
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**One pilot at 1 SAR from a friend is a legitimate start. Case study + confidence > the fee.**
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Ship the first invoice today.
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