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222 lines
6.7 KiB
Markdown
222 lines
6.7 KiB
Markdown
# Dealix — Case Study Template
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**Fill this within 48 hours of first pilot success. Publish within 7 days. Every new customer after = publish theirs too.**
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The #1 sales asset is a real customer story. One real case study = worth 100 cold DMs.
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---
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## Pre-flight checklist (before writing)
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- [ ] Customer pilot completed (7+ days of usage)
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- [ ] Customer gave verbal permission to use their story
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- [ ] At least 3 metrics captured (response time, leads handled, demos booked)
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- [ ] At least 1 quote from the customer (voice message or text)
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- [ ] Customer's logo + permission to use it (email confirmation)
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- [ ] Specific before/after numbers
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---
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## Case Study — Template
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## [Company Name] cut response time from [X hours] to [Y seconds] with Dealix
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*[Subtitle: specific outcome — "Booked 12 demos in 7 days" or "Closed 3 new customers in first month"]*
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---
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### The Company
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**Name:** [Name]
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**Sector:** [Saudi SaaS / F&B / Proptech / ...]
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**Size:** [X employees]
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**Location:** [Riyadh / Jeddah / Dammam / etc.]
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**Website:** [URL]
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[One paragraph about what they do, in simple language.]
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---
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### The Challenge
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[Write 2-3 sentences describing the specific pain point. Avoid generic "we needed to grow sales." Get specific: which lead source? How many leads? What was bleeding?]
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**Key numbers before Dealix:**
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- Monthly leads: [X]
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- Average response time: [Y hours]
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- Demo booking rate: [%]
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- Lead-to-customer conversion: [%]
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---
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### The Solution
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[2-3 sentences: what specifically Dealix did for them. Which channels? What was configured? Manual vs automated?]
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**Pilot scope:**
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- Duration: [7 days / X weeks]
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- Leads handled: [X]
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- Channels: [WhatsApp / Email / Web chat / LinkedIn]
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- Integration: [HubSpot / Salesforce / Calendly / none]
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---
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### The Results
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**After Dealix (7 days):**
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| Metric | Before | After | Change |
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|--------|--------|-------|--------|
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| Avg response time | [X] | [Y] | [Δ%] |
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| Leads qualified | [X] | [Y] | [Δ%] |
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| Demos booked | [X] | [Y] | [Δ%] |
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| Arabic conversations/day | [X] | [Y] | [Δ%] |
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| CSAT (customer satisfaction) | [X/10] | [Y/10] | [Δ] |
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**Revenue impact (extrapolated):**
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- Recovered leads: [X per month]
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- Estimated new revenue: [Y SAR/month]
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- ROI: [pilot cost vs. recovered revenue]
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---
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### In Their Words
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> "[Direct quote from the customer — 1-3 sentences. Arabic preferred for Saudi audience, with English translation if needed]"
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— **[Customer name, Title]**, [Company]
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[Optional: photo of the customer with permission, or logo]
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---
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### What Dealix Did Differently
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3 specific things that made this work:
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1. **[Differentiator 1]** — e.g., "Arabic Khaliji tone customized for [Company]'s brand voice"
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2. **[Differentiator 2]** — e.g., "Response time under 45 seconds on WhatsApp, 24/7"
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3. **[Differentiator 3]** — e.g., "Qualified leads only — sales team didn't waste time on tire-kickers"
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---
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### The Path Forward
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[1-2 sentences: what's next for the customer?]
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**Next steps:**
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- [e.g., "Upgrading from Pilot to Starter (999 SAR/month)"]
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- [e.g., "Expanding to email + LinkedIn channels"]
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- [e.g., "Training Dealix on 3 new product categories"]
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---
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### For Companies Like [Customer]
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If you're a [Saudi SaaS / F&B / Proptech / ...] company with similar challenges:
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- **Pilot:** 1 SAR × 7 days, refund 100% if not satisfied
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- **Book demo:** https://calendly.com/sami-assiri11/dealix-demo
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- **Read other case studies:** https://dealix.me/customers
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---
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*Published [Date] · [Word count] · Written by Sami Assiri, Dealix Founder*
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---
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## Publishing workflow
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### Phase 1 — Within 48 hours of pilot completion
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- [ ] Customer confirms metrics in writing (email/WhatsApp)
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- [ ] Schedule 15-min interview call to get 1-3 direct quotes
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- [ ] Request logo + permission to use (written confirmation)
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- [ ] Draft case study in this template
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- [ ] Send draft to customer for approval
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### Phase 2 — Within 7 days
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- [ ] Customer approves final draft (written)
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- [ ] Publish on dealix.me/case-studies/[customer-slug]
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- [ ] Post LinkedIn announcement with customer tagged (with permission)
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- [ ] Post X/Twitter thread with key metrics
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- [ ] Send to email list (once email list exists)
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- [ ] Add to partner enablement kit
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- [ ] Reference in next 10 sales calls
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### Phase 3 — Within 30 days
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- [ ] Video testimonial (30-90 seconds) with customer
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- [ ] Case study one-pager PDF for enterprise sales
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- [ ] SEO optimize (target: "[customer sector] Arabic AI case study")
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- [ ] Share with partner agencies as "how to sell Dealix"
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- [ ] Capture referrals from the customer's network
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---
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## Legal / Permission Email Template
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Send this to every pilot customer:
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```
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Subject: إذن للنشر — Dealix Case Study [اسم الشركة]
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السلام عليكم [اسم العميل],
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شكراً على ثقتكم في Dealix خلال pilot الـ 7 أيام الماضية.
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بناءً على النتائج (response time من [X] إلى [Y]، [Z] demos محجوزة)، أود أن أطلب إذنكم لنشر الحالة كـ case study على dealix.me.
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ما سيُنشر:
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- اسم الشركة + logo (إذا سمحتم)
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- المقاييس الرقمية (قبل/بعد)
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- اقتباسات مباشرة (إذا تبغون تراجعوها قبل النشر)
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- شرح عام للتحدي والحل
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ما لن يُنشر:
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- بيانات عملائكم
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- أسرار مالية
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- أي معلومة لم توافقوا عليها
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هل لديكم موافقة؟ إذا نعم، رد بـ "موافق" وسأرسل المسودة خلال 24 ساعة لمراجعتكم.
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شكراً،
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سامي العسيري — Dealix
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```
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---
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## Case Study Ideas to Write First
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Based on `SAUDI_LEAD_GRAPH_MASTER.csv`, these sectors will likely convert first (highest Tier 1 probability):
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1. **Saudi SaaS (B2B)** — tech-forward, values speed, appreciates AI nuance
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2. **F&B franchise inquiries** — clear metrics (quote→contract time), tangible value
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3. **Real estate agent** — WhatsApp-heavy, easy to measure booking increase
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4. **Saudi marketing agency** — wants case study to sell to their clients (multiplier)
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5. **Saudi B2B marketplace** — merchant success stories resonate
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Write case studies in this order — SaaS first (highest social proof), agency fifth (multiplier effect).
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---
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## Metrics to Always Include
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### Quantitative (mandatory):
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- Response time (before → after)
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- Leads handled per day/week
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- Demos booked
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- Conversion rate
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### Qualitative (at least 1):
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- Customer direct quote
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- Team workflow change
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- Team time savings
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- Customer satisfaction
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### Avoid:
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- Revenue numbers unless customer explicitly approves
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- Anything that could expose their customer data
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- Claims you can't back up
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---
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*The difference between "Dealix works" and "Dealix has 5 real case studies from Saudi companies" = order of magnitude in conversion. Write the first one the moment pilot completes.*
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