system-prompts-and-models-o.../salesflow-saas/docs/ops/AGENCY_PARTNER_PLAN.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

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# Dealix — Agency / Partner Motion Plan
## Who Are Partners
| Type | Example | What They Sell | Our Revenue Share |
|------|---------|---------------|------------------|
| **Referral** | Freelancer, consultant | Intro only | 10% MRR × 12 months |
| **Implementation** | HubSpot consultant, RevOps | Setup + config | 100% of setup fee |
| **Agency** | Digital agency, performance agency | Setup + monthly service | Setup fee + 20-30% MRR |
| **Strategic** | Salla, Zid, Unifonic | Co-sell / bundle | Revenue share negotiated |
## What Partners Can Sell
### Package 1: "Dealix Basic" (for agency clients)
- AI Arabic responder on WhatsApp/forms
- Lead qualification (5 questions)
- Daily summary report
- **Client pays agency:** 990 SAR/month
- **Agency keeps:** 297 SAR/month (30%)
- **Setup fee to agency:** 3,000 SAR (agency keeps 100%)
### Package 2: "Dealix Growth" (for larger clients)
- Everything in Basic
- Calendly/booking integration
- CRM sync (HubSpot)
- Follow-up sequences
- **Client pays agency:** 2,490 SAR/month
- **Agency keeps:** 622 SAR/month (25%)
- **Setup fee:** 7,000 SAR (agency keeps 100%)
## What We Deliver (manual-first)
- System configuration for each client
- Arabic response templates tuned to client's sector
- Daily monitoring first 7 days
- Escalation support
- Monthly performance review
## What Is Manual Now vs Automated Later
| Activity | Now (Manual) | Later (Automated) |
|----------|-------------|------------------|
| Client onboarding | Sami + Google Sheet | Self-service portal |
| Response config | Manually set templates | LLM-generated per client |
| Daily report | Manual email | Auto-generated dashboard |
| Billing | Bank transfer / STC Pay | Moyasar recurring |
| Partner commission | Manual calculation | Automatic payout |
## Stage-1 Service Exchange (First 3 Partners)
### Offer to Agency:
"أعطيني أول عميل عندك — أسوي له pilot مجاني 7 أيام.
لو العميل رضي واشترك، تبدأ تحصّل 30% من MRR + setup fee كامل لك.
لو ما رضي — لا التزام."
### Partner Onboarding Checklist:
1. Partner signs simple agreement (1 page)
2. Partner introduces first client
3. We run 7-day pilot on client's leads
4. Client converts → partner earns
5. Repeat
## First 5 Partner Targets
1. Peak Content (Riyadh) — content + digital
2. Digital8 (Riyadh) — full service digital
3. Wavy (Saudi) — social media
4. Hayan (Saudi) — HubSpot partner
5. Bold Agency (Riyadh) — performance
## Revenue Math (per partner)
```
1 partner × 3 clients/quarter
= 3 × 990 SAR/month = 2,970 SAR MRR per partner
+ 3 × 3,000 SAR setup = 9,000 SAR one-time
5 partners × same rate = 14,850 SAR MRR + 45,000 SAR setup
= ~223,800 SAR/year from partner channel alone
```