system-prompts-and-models-o.../salesflow-saas/docs/ops/REVENUE_READINESS_CHECKLIST.md
Claude ab44637afd
feat(dealix): launch completion plans — marketers + agency + revenue readiness
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
2026-04-25 16:34:49 +00:00

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