system-prompts-and-models-o.../dealix/docs/ops/reply_handling_log.md
2026-05-01 14:03:52 +03:00

98 lines
2.5 KiB
Markdown

# Dealix Reply Handling Log
**Every positive reply to Dealix outreach is logged here.** Single source of truth for in-flight conversations.
---
## Entry template (copy for every reply)
```
## [LEAD_ID] — [Company] — [Date HH:MM]
**Channel:** LinkedIn DM / Email / WhatsApp / Twitter
**Stage:** First reply / Follow-up / Demo scheduled / Post-demo / Pricing / Pilot / Paid
**Sentiment:** POSITIVE / NEUTRAL / OBJECTION / NEGATIVE
**What they said (verbatim or summary):**
> "..."
**Objection category (if any):**
- Price / CRM exists / Not now / Arabic quality / Trust AI / Integration / Privacy / Size fit / Results guarantee / Other
**Response sent:**
```
[exact message sent]
```
**Response sent at:** YYYY-MM-DD HH:MM
**Next action:**
- [ ] Book demo (Calendly link sent)
- [ ] Send manual payment invoice
- [ ] Send one-pager / deck
- [ ] Follow up +3 days
- [ ] Disqualified — reason: ...
**Links / artifacts:**
- Calendly booking URL:
- Invoice URL:
- Notes doc:
```
---
## Reply-handling rules
1. **First positive reply:** respond within 30 minutes during business hours, within 2 hours after-hours.
2. **Objection reply:** use `objection_library_ar.md` — don't improvise.
3. **Demo request:** send Calendly immediately → don't ask for preferred time; let them pick.
4. **"Send details":** send one-pager + demo CTA. Never send full deck unblock the demo.
5. **"Not now":** ask for specific follow-up date; if they can't commit, schedule +30 days.
6. **Silent after demo:** one gentle follow-up +2 days. If silent +5, move to long-term nurture.
7. **Every reply gets logged here — even "no thanks" replies.**
---
## Disqualified leads log
When a lead is firmly disqualified, record:
- Lead ID
- Company
- Disqualification reason (budget / timing / no fit / duplicate / competitor / no authority)
- Date
- Whether they're okay being re-contacted in 6+ months
---
## Weekly review (every Sunday)
Roll up the week:
```
## Week of [start] — [end]
- Replies received: __
- By sentiment: POSITIVE: __ / NEUTRAL: __ / OBJECTION: __ / NEGATIVE: __
- Demos booked: __
- Demos completed: __
- Pilots started: __
- Paid customers: __
- Average time-to-response: __ minutes
- Top objection category: __
- One message angle that worked: __
- One that didn't: __
- Tomorrow's top 3 objection responses to improve:
1. ...
2. ...
3. ...
```
---
## Live entries (chronological)
*No entries yet. First entry appears after DM 1 is sent and receives a reply.*
---
*Template aligned with `FIRST_REVENUE_ATTEMPT.md` + `objection_library_ar.md`.*