system-prompts-and-models-o.../dealix/auto_client_acquisition/targeting_os/linkedin_strategy.py
Dealix Builder e106a9a0d2 feat(targeting+service+excellence): Saudi Targeting OS + Service Tower + Service Excellence — 38 modules + 62 endpoints + 105 tests
Targeting & Acquisition OS (16 modules) — نظام الاستهداف الذكي
- account_finder: account-first targeting; 12 buying signals; deterministic 10-25 accounts per (sector, city)
- buyer_role_mapper: 14 buyer roles + sector-specific buying-committee maps + role-based Arabic angles
- contact_source_policy: 12 sources (crm_customer→opt_out) with risk_score, channels-allowed, retention guidance, lawful_basis
- contactability_matrix: 5 action modes (suggest_only/draft_only/approval_required/approved_execute/blocked); opt-out always blocked
- linkedin_strategy: Lead Forms + Ads + manual ONLY; linkedin_do_not_do() locks scrape/auto-DM/auto-connect/extensions
- email_strategy: drafts + unsubscribe footer + domain-pacing (fresh/warmed/trusted/damaged) + spam-trigger risk
- whatsapp_strategy: opt-in only; rejects cold + risky phrases; opt-in template requires explicit purpose+company+unsubscribe
- social_strategy: official APIs only; listening + drafts; no auto-publish
- outreach_scheduler: day-by-day plans + daily limits + opt-out enforcement
- reputation_guard: bounce/complaint/opt-out thresholds → healthy/watch/pause + recovery actions per channel
- daily_autopilot: Arabic brief + 7 today actions + EOD report
- acquisition_scorecard: pipeline + meetings + risks + productivity_score
- self_growth_mode: 5 ICP focuses for Dealix; daily brief + monthly targets
- free_diagnostic: Free Growth Diagnostic (3 ops + msg + risk + plan) → paid pilot recommendation
- contract_drafts: Pilot/DPA/Referral/Agency/SOW outlines (legal_review_required, PDPL-aware)
- service_offers: 7 targeting-tier offers + recommend by customer-type

Service Tower (8 modules) — برج الخدمات الذاتية (12 productized services)
- service_catalog: 12 services with target_customer/outcome/inputs/workflow/deliverables/pricing/risk/proof/upgrade
- service_wizard: deterministic recommend (agency→partner; list→list_intelligence; founder→self_growth; CEO→exec_brief; budget≥2999→growth_os; default→first_10)
- mission_templates: workflow steps with approval gates + linked growth missions
- pricing_engine: SAR quotes scaled by company_size×urgency×channels_count + setup_fee + monthly_offer
- deliverables: client report outline + proof pack template + operator checklist (no live actions)
- service_scorecard: 0..100 score from drafts/replies/meetings/pipeline/CSAT
- whatsapp_ceo_control: daily brief, approval cards (≤3 buttons), risk alerts, EOD reports
- upgrade_paths: deterministic next-service recommendation + Arabic upsell messages

Service Excellence OS (8 modules) — مصنع الخدمات الممتازة
- feature_matrix: 12 must-have features per service + advanced/premium/future tiers
- service_scoring: 10-dimension excellence score (clarity, speed_to_value, automation, compliance, proof, upsell, uniqueness, scalability, ops_daily, proof_data) → launch_ready/beta_only/needs_work
- quality_review: 4 gates (proof / approval / pricing / channels) + status verdict; review_service_before_launch and review/all
- competitor_gap: 7 competitor categories (CRM, WhatsApp tools, email assistants, LinkedIn tools, agencies, revenue intelligence, generic AI) + Dealix advantages + do-not-copy
- proof_metrics: required metrics + ROI estimate (pipeline_x + closed_won_x) + Arabic summary
- research_lab: monthly brief + feature hypotheses + top-3 experiments + monthly review
- service_improvement_backlog: feedback→backlog conversion + impact/effort prioritization + weekly improvements
- launch_package: landing outline + sales script + 12-min demo script + 5-day onboarding checklist

Routers (3 new) — 62 endpoints
- /api/v1/targeting/* — 20 endpoints (accounts, buying-committee, contacts, uploaded-list, outreach, daily-autopilot, self-growth, reputation, linkedin, drafts, free-diagnostic, services, contracts)
- /api/v1/services/* — 20 endpoints (catalog, recommend, intake, start, workflow, deliverables, proof-pack, quote, setup-fee, monthly-offer, scorecard, upgrade-path, ceo daily-brief/approval-card/risk-alert/EOD)
- /api/v1/service-excellence/* — 22 endpoints (feature-matrix, score, quality-review, review/all, proof-metrics, roi-estimate, gap-analysis, research-brief, hypotheses, experiments, monthly-review, backlog, weekly-improvements, launch-package, landing/sales/demo/onboarding)

Tests (3 new files, 105 tests)
- test_targeting_os: 47 tests (Arabic accounts, buying committees, opt-out blocked, cold WA blocked, LinkedIn no-scraping, email unsubscribe, WA risk, outreach plan, reputation guard, self-growth, contracts, scorecard)
- test_service_tower: 38 tests (12+ services, all have pricing/proof/deliverables/approval, wizard recommendations, workflow includes approval, quote scales, CEO cards ≤3 buttons, no live send)
- test_service_excellence: 33 tests (feature matrix, score returns status, ALL services pass quality gates, ROI x-multiples, 7 competitor categories, hypotheses+experiments, backlog conversion, launch package complete, demo=12min)

Docs (3 new + 1 updated)
- TARGETING_ACQUISITION_OS.md (Arabic)
- SERVICE_TOWER_STRATEGY.md (Arabic)
- SERVICE_EXCELLENCE_OS.md (Arabic)
- DEALIX_100_PERCENT_LAUNCH_PLAN.md — added §36 Targeting OS + §37 Service Tower + §38 Service Excellence + §39 Landing Pages

Landing pages (4 new, RTL Arabic)
- services.html — 3 doors + 12 productized services
- free-diagnostic.html — free growth diagnostic
- first-10-opportunities.html — kill feature
- agency-partner.html — agency partner program

Test results
- 105/105 new tests pass
- Full suite: 768 passed, 2 skipped
- 0 existing tests broken

Safety + integration with previous layers
- Targeting OS uses contactability_matrix → ALL contacts gated before any send
- Service Tower's workflow includes approval gate; ALL services live_send_allowed=False
- Service Excellence quality_review BLOCKS launch on missing proof/approval/pricing/unsafe channels
- linkedin_do_not_do() encodes 8 explicit prohibitions (scraping/auto-DM/auto-connect/extensions)
- whatsapp_do_not_do() blocks cold sends + group scraping
- Contracts always: legal_review_required=True, not_legal_advice=True, PDPL sections present
- Self-Growth Mode lets Dealix target its OWN ICP using the same approval-first pipeline

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 17:11:00 +03:00

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"""LinkedIn strategy — Lead Forms + manual research + Ads, NO scraping/auto-DM."""
from __future__ import annotations
from typing import Any
def linkedin_do_not_do() -> list[str]:
"""The hard 'NEVER' list for LinkedIn — encoded explicitly so tests can lock it."""
return [
"scrape_profiles",
"auto_connect",
"auto_dm",
"browser_automation",
"fake_engagement",
"download_contacts_from_linkedin",
"buy_scraped_leads",
"use_unauthorized_extensions",
]
def recommend_linkedin_strategy(
segment: str, *, goal: str = "fill_pipeline",
) -> dict[str, Any]:
"""
Recommend a compliant LinkedIn strategy for a segment.
Always picks Lead Gen Forms / manual / Ads — never scraping/auto-DM.
"""
return {
"segment": segment,
"goal": goal,
"primary": "lead_gen_forms",
"secondary": ["linkedin_ads", "manual_account_research", "content_engagement"],
"do_not_do": linkedin_do_not_do(),
"rationale_ar": (
"لينكدإن يحظر crawlers/bots/extensions التي تسحب البيانات أو ترسل/توجّه "
"رسائل أو تصنع تفاعلاً غير أصيل؛ لذلك نعتمد فقط على Lead Gen Forms، "
"الإعلانات، والبحث اليدوي المعتمد."
),
}
def build_lead_gen_form_plan(
segment: str, offer: str, *, campaign_name: str = "",
) -> dict[str, Any]:
"""Build a structured Lead Gen Form campaign plan."""
name = campaign_name or f"{segment}{offer or 'Pilot'}"
return {
"campaign_name": name,
"audience_ar": (
f"المستهدفون: {segment} — أصحاب القرار في القطاع المحدد، "
"السعودية والخليج، حجم 11-200 موظف."
),
"offer_ar": offer or "Pilot 7 أيام لاستخراج 10 فرص B2B + رسائل عربية + Proof Pack.",
"lead_magnet_ar": (
"Free Growth Diagnostic — تقرير من 5 صفحات: 3 فرص + رسالة عربية + خطة 7 أيام."
),
"form_fields_required": ["full_name", "company_name", "work_email", "role"],
"hidden_fields": [
{"name": "campaign_name", "value": name},
{"name": "sector", "value": segment},
{"name": "sales_owner", "value": "{{owner}}"},
{"name": "ad_set", "value": "{{ad_set_id}}"},
],
"approval_required": True,
"notes_ar": (
"الـ hidden fields ضرورية لمعرفة مصدر كل lead و ربطه بالـCRM. "
"كل lead من Lead Form يدخل Dealix كـ source=linkedin_lead_form (آمن)."
),
}
def build_manual_research_task(
account: dict[str, Any], *, role: str = "head_of_sales",
) -> dict[str, Any]:
"""Build a manual LinkedIn research task — for a human, not automation."""
company = account.get("name", "?")
return {
"task_type": "manual_linkedin_research",
"company": company,
"target_role": role,
"instructions_ar": [
f"افتح صفحة شركة {company} على LinkedIn يدوياً.",
f"حدد الشخص الذي يحمل دور {role}.",
"لا تستخدم أي extension أو bot لاستخراج البيانات.",
"سجّل اسم الشخص + مسماه فقط — لا تنسخ أي معلومات إضافية.",
"أضف الاسم في Dealix كـ source=manual_research → سيدخل needs_review.",
],
"approval_required": True,
"completion_minutes": 5,
}
def build_safe_connection_message(
role: str, company: str, *, offer: str = "",
) -> dict[str, Any]:
"""
Build a safe connection-request message for LinkedIn (manual send by user).
Never auto-sends. Always returns draft with approval_required=True.
"""
role_ar = role
body_ar = (
f"هلا، تابعت أعمال {company} مؤخراً وعجبني التوسع. "
f"أعمل على Dealix كمدير نمو عربي للشركات السعودية. "
f"يناسبك نتعارف هنا؟"
)
if offer:
body_ar += f" وفي حال فيه فرصة لـ{offer}، أكون سعيد أشاركك أمثلة."
return {
"channel": "linkedin_connection_request",
"target_role": role_ar,
"target_company": company,
"body_ar": body_ar[:280], # LinkedIn note limit
"approval_required": True,
"live_send_allowed": False,
"send_method": "manual_only",
"notes_ar": (
"هذه مسودة. أرسلها يدوياً من حسابك على LinkedIn. "
"Dealix لا يرسل تلقائياً ولا يستخدم أي extension أو bot."
),
}