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Three operational documents for closing the commercial launch: 1. MARKETERS_PAGE_PLAN.md — transform /marketers from link hub to service sales page. 3 packages (3K/7K/15K setup + MRR), 3-step how-it-works, FAQ, trust blocks. Target: agency conversion. 2. AGENCY_PARTNER_PLAN.md — 4 partner tiers (referral 10%, agency 20-30% MRR, implementation, strategic). Stage-1 service exchange offer, manual-first delivery, 5 named first targets, revenue math (5 partners = 223K SAR/year). 3. REVENUE_READINESS_CHECKLIST.md — 6 paths (pricing, invoice, payment, booking, CRM, follow-up) with manual vs automated status. Verdict: GO for manual revenue. Automated blocked on Moyasar KYC + HubSpot key + Gmail OAuth. https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
2.4 KiB
2.4 KiB
Dealix — Revenue Readiness Checklist
Pricing Path
- 3 plans defined in API (Starter 999 / Growth 2999 / Scale 7999 SAR)
- Pilot offer (499 SAR / 7 days) documented
- Agency pricing (setup 3K-15K + 20-30% MRR) documented
- Pricing page on dealix.me (exists in API, not as public page)
Invoice Path
- Manual invoice template ready (FIRST_REVENUE_ATTEMPT.md)
- Moyasar live invoice — blocked (502, KYC/key issue)
- Bank transfer info ready
- STC Pay ready
Payment Path
- Manual payment: bank transfer + STC Pay + proof workflow
- Payment confirmation → onboarding trigger documented
- Moyasar automated: checkout returns 502
- Moyasar sandbox: no test key in Railway
Verdict: Manual payment path = READY. Automated = BLOCKED.
Booking Path
- Calendly link active (calendly.com/sami-assiri11/dealix-demo)
- Landing page links to Calendly
- Trial signup form redirects to Calendly on success
- Email templates include Calendly link
- Calendly webhook → CRM sync (code exists, E2E untested)
CRM Sync Path
- HubSpot connector code exists (services/crm_sync_service.py)
- HubSpot API key in Railway — missing
- E2E test: lead → HubSpot contact — untested
- Manual CRM: Google Sheet tracker template ready
Verdict: Manual CRM (Google Sheet) = READY. HubSpot = BLOCKED on key.
Follow-up Path
- Automation endpoint: reply classifier (12 categories)
- Follow-up templates: Day +2, +5, +10
- Reply response templates in Arabic
- Gmail OAuth send adapter — needs Google Cloud setup
- Manual follow-up: copy-paste from templates
Verdict: Manual follow-up = READY. Automated = needs Gmail OAuth.
Overall Revenue Readiness
| Component | Manual | Automated |
|---|---|---|
| Pricing | READY | READY (API) |
| Invoice | READY | BLOCKED (Moyasar) |
| Payment | READY | BLOCKED (Moyasar) |
| Booking | READY | READY (Calendly) |
| CRM | READY (Sheet) | BLOCKED (HubSpot key) |
| Follow-up | READY (copy-paste) | BLOCKED (Gmail OAuth) |
| Outreach | READY (manual) | READY (automation endpoints) |
GO/NO-GO: GO for manual revenue. First sale possible today.
Definition of Done for "Revenue Live"
- First 5 outreach messages sent (WhatsApp warm)
- First demo booked via Calendly
- First pilot payment received (499 SAR bank/STC)
- First customer onboarded (Day 0 checklist)
- First daily report sent to customer