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69 lines
2.8 KiB
Markdown
69 lines
2.8 KiB
Markdown
# Dealix Transformation Master Prompt
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**Date**: 2026-04-11 | **Status**: active | **Type**: master-prompt
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## Summary
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This is the definitive master prompt for transforming Dealix from a CRM into a
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Revenue + Partnership + Strategic Deal Operating System.
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## The 3 Master Layers
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### Layer 1: Intelligence / Memory / Source of Truth
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- Company Twin (capabilities graph + needs graph + authority matrix)
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- Business memory (operational, account, market, negotiation, campaign)
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- PostgreSQL = source of truth, memory = assistive layer
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- Tenant-scoped, traceable, auditable
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### Layer 2: Execution / Orchestration / Autonomy
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- Lead & partner discovery engine
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- Strategic deals engine (15 deal types)
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- Channel execution (email-first, WhatsApp warm, LinkedIn assist)
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- Negotiation preparation & copilot
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- Browser operations (structured, observable)
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- Planning discipline (read → plan → resolve → execute → verify)
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### Layer 3: Trust / QA / Safety / Release / Self-Improvement
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- Claim vs execution verification
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- Approval classes (read-only → draft → send → negotiate → commit)
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- 5 operating modes (manual → strategic execution)
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- Channel compliance (platform rules enforced)
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- Cost control & observability
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- Launch simulation & daily QA
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- Evidence-based self-improvement
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## Key Design Decisions
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1. **From Lead Engine → Opportunity Engine**: Understand, match, propose deal structures
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2. **From CRM → Commercial Memory System**: Every objection, deal, pattern stored & linked
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3. **From Automation → Verified Automation**: Claims need evidence
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4. **From Multi-channel → Policy-governed outreach**: Approvals & consent enforced
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5. **From Agent chaos → Planning discipline**: Read, plan, review, then execute
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6. **From Features → Strategic Surface Area**: Every screen serves a business decision
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## Tool Integration Decisions
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| Tool | Decision | Role |
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|------|----------|------|
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| claude-mem | ✅ Installed | Development session memory |
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| MemPalace | ⚠️ Evaluate | Business memory after internal benchmark |
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| OpenClaw | ✅ Pattern | Orchestration patterns, not source of truth |
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| Goose | ✅ Pattern | Local ops execution |
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| Shannon | ✅ Active | Staging-only security gate |
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| ToolProof | ✅ Built internally | tool_receipts.py + tool_verification.py |
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| n8n-MCP | ⚠️ Future | Staging first, then promote |
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| Career-Ops | ✅ Pattern | Pipeline/batch/escalation architecture reference |
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## Success Criteria
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- Product understands each client's business model
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- Can discover and score strategic counterparties
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- Can generate serious opportunities, not just raw leads
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- Can draft and manage outreach across channels
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- Preserves long-term commercial memory
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- Shows real evidence of what agents actually did
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- Runs safely with approvals and policies
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- Survives realistic launch simulation
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- UI feels premium and operational
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- Architecture is coherent and maintainable
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