mirror of
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286 lines
7.5 KiB
Markdown
286 lines
7.5 KiB
Markdown
# 🚚 Dealix — First Customer Delivery Template
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**Purpose:** Serve the first 10 customers manually, before customer dashboard exists.
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**Time from payment → Dealix live for customer:** 48 hours max.
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---
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## Hour 0 — Payment Received
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1. Sami confirms payment in bank / STC Pay / Moyasar dashboard
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2. Updates `pipeline_tracker.csv` row: `payment_status=paid, revenue_sar=[amount]`
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3. Sends acknowledgment WhatsApp/email within 30 min:
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```
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استلمنا الدفعة ✅
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سنبدأ setup خلال 24 ساعة.
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قبل كذا، ممكن تحجز kick-off call 30 دقيقة هنا:
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https://calendly.com/sami-assiri11/dealix-kickoff
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```
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---
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## Hour 1-4 — Customer Intake
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Send this form/email to customer (or cover in kick-off call):
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**Subject:** Dealix — Kick-off · مرحباً بك
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```
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أهلاً [الاسم]،
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مبروك على الانطلاق! قبل نبدأ، نحتاج بعض المعلومات:
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1️⃣ **Business Info**
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- الاسم التجاري الكامل:
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- القطاع:
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- عدد مندوبي المبيعات:
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- الموقع:
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2️⃣ **Lead Sources**
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من أين تأتي leads حالياً؟
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( ) موقع + form
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( ) WhatsApp
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( ) Instagram DM
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( ) مكالمات
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( ) إعلانات مدفوعة
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( ) Referrals
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3️⃣ **Current CRM/Tools**
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( ) HubSpot ( ) Zoho ( ) Salesforce ( ) Excel ( ) None
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أي أدوات أخرى:
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4️⃣ **Calendly / Booking**
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رابط Calendly الخاص بك أو بالفريق:
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5️⃣ **Qualification (8 أسئلة Dealix تسأل كل lead)**
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اقترح 8 أسئلة مهمة لتأهيل عميلك:
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1.
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2.
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3.
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... (حتى 8)
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6️⃣ **Offer / Pricing Rules**
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- Price range للمنتج/الخدمة:
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- هل تقبل نسبة Discount؟ كم max?
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- شروط دفع:
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7️⃣ **Handoff**
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عند تأهل lead A، لمن نرسل الإشعار؟
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- Email:
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- WhatsApp:
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8️⃣ **Dialect**
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( ) سعودي/خليجي ( ) عربي فصحى أبسط ( ) Arabic + English mix
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9️⃣ **Business hours**
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ساعات العمل للرد اليدوي عند الحاجة:
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نجتمع بعد ما تعبيها 30 دقيقة kick-off.
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```
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---
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## Hour 4-24 — Setup (Sami manual work)
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### 24.1 — Custom Dealix Configuration
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For each customer, create a Google Doc: `Customer_[CompanyName]_Config.md` with:
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```markdown
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# Dealix Config: [Company]
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## BANT Questions (from intake form)
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1. [Budget question]
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2. [Authority question]
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3. [Need question]
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4. [Timeline question]
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5. [Custom 5]
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6. [Custom 6]
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7. [Custom 7]
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8. [Custom 8]
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## Qualification Scoring
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- A (hot): Budget confirmed + decision maker + need urgent + timeline < 1 month
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- B (warm): Any 3 of above
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- C (cold): Any 2
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- D (disqualified): Missing budget OR wrong fit
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## Handoff Template (to customer's team)
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Subject: [Dealix] New qualified lead — [Contact] from [Their Company]
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Hi [Customer team],
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New A/B-tier lead qualified:
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- Name: [Lead name]
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- Company: [Their company]
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- Pain: [One line from conversation]
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- Budget: [Range]
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- Timeline: [When]
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- Best contact: [Phone/email]
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- Demo booked: [Calendly URL]
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Full conversation: [Link to Notion/Doc]
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Sami / Dealix
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```
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### 24.2 — Call Forwarding Setup
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- Get customer's website / form / WhatsApp number
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- Configure forwarding:
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- Customer's web form → Sami's email (until API integration built)
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- Customer's WhatsApp → Sami's phone
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- Customer's Instagram DMs → Sami handles via Meta Business
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### 24.3 — Monitoring Sheet
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Create per-customer Google Sheet:
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```
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Date | Lead Source | Lead Name | Contact | Qualification Score | Demo Booked? | Handoff Status | Notes
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```
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---
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## Day 1-7 — Active Manual Operation
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### Daily for this customer (30-60 min each)
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- Morning: Check customer's incoming leads (forwarded to Sami)
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- Within 1 hour: Reply to each lead using Dealix BANT framework manually
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- Use Claude or own AI to help draft responses in < 45 seconds
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- Be the "Dealix AI" until product is automated
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- Book demos in customer's Calendly
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- Send qualification summary to customer's team via Slack/email
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- Evening: Update per-customer tracking sheet
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### Response Template (use for every lead)
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```
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السلام عليكم [الاسم]،
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شكراً لتواصلك مع [Company]. فريقي جاهز يخدمك.
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قبل نحجز اجتماع مع [مدير المبيعات]، سؤالين بسرعة:
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1. [سؤال BANT مخصّص 1]؟
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2. [سؤال BANT مخصّص 2]؟
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بعدها نحدد وقت demo مناسب.
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```
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---
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## Day 3 — Mid-Week Customer Check-in
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Send to customer:
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```
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[الاسم]،
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بعد 3 أيام من go-live، هذا التقدم:
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📊 Leads received: X
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📊 Leads qualified (A/B): Y
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📊 Demos booked: Z
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⏱️ Avg response time: X min
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📈 Qualification rate: Y%
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ملاحظات مبكرة:
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- [ما ينجح]
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- [ما نحتاج نحسّنه]
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نجتمع يوم الخميس 15 دقيقة؟
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```
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---
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## Day 7 — Week 1 Report + Decision Point
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Send formal Week 1 report:
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```
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[الاسم]،
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تقرير أسبوع 1 — Dealix @ [Company]
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📊 METRICS
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Leads total: __
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Qualified (A/B): __ (%__)
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Demos booked: __
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Demos attended: __ (%__)
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Pipeline value: __ SAR
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⏱️ TIMING
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Avg first response: __ min (target: <60 sec after Moyasar automation)
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Avg qualification: __ min
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Demo booking rate: __%
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✨ WINS
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- [Highlight 1]
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- [Highlight 2]
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⚠️ LEARNINGS
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- [What's not working]
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- [What to adjust]
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📅 NEXT 7 DAYS
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- Continue manual operation through week 2
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- Move to automated dashboard when live (target: post 10th customer)
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- Optimize BANT questions based on replies
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Decision: نكمل Pilot + ننتقل لـ Starter plan شهرياً؟ أو نعدّل شي أولاً؟
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```
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---
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## Transition to Automated (after customer 10+)
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When self-serve dashboard is ready (post-Moyasar + post-10 customers):
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1. Invite customer to dashboard (via invite link email)
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2. Migrate their config (BANT questions, handoff email, scoring rules)
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3. Train them 60 min on using dashboard
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4. Continue Sami support for 30 days
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5. Reduce manual touch to weekly check-ins only
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---
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## Refund / Cancellation Path
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**Pilot (1 SAR, 7 days):** Unconditional refund if requested. Bank-to-bank within 7 days.
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**Paid month (Starter/Growth/Scale):**
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- First 30 days: Prorated refund
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- After 30 days: Cancel effective end of month
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**Process:**
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1. Customer sends cancel request via WhatsApp/email
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2. Sami acknowledges within 4 hours
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3. Exit interview (15 min call) to understand why
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4. Refund processed via same payment channel
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5. Update tracker: `payment_status=refunded`
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6. Document in `docs/ops/churn_reasons.md` (create if doesn't exist)
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7. Remove customer access after 30-day data grace period
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---
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## Manual Fulfillment Rules (Important)
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### DO
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- Respond to every customer lead within 1 hour during business hours
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- Match dealix's quality expectations (as if AI were doing it)
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- Log everything: can't improve what isn't measured
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- Bill hours honestly to track cost-per-customer
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- Share metrics with customer weekly
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### DON'T
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- Promise features not in product
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- Commit to response times you can't keep manually
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- Take on more than 3 customers manually before automation
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- Discount below Pilot 1 SAR floor
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- Skip the intake form (it makes manual work 10x harder without context)
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---
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## Success Criteria for First Customer (before scaling)
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Before Sami takes customer #2, customer #1 must show:
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- ✅ NPS ≥ 7
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- ✅ 3+ qualified leads delivered
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- ✅ 1+ demo booked from Dealix leads
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- ✅ Renewal commitment for month 2
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- ✅ Permission to publish case study (anonymous OK)
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If customer #1 doesn't hit these → fix product/process before customer #2.
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