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system-prompts-and-models-o.../dealix/docs/POSITIONING_LOCK.md
Dealix Builder 47f4dc2fb6 feat(positioning+customer-ops): Saudi Revenue Execution OS — 8 modules + 20 endpoints + 44 tests + 8 docs + 2 modes 
Locks Dealix's positioning forever and closes the operational gap between
"great product" and "great customer experience": onboarding, connectors,
support SLA, incidents, customer success cadence, and companies/marketers
landing pages.

Positioning Lock (3 docs)
- POSITIONING_LOCK.md (Arabic): Saudi Revenue Execution OS category lock; one-liner; primary buyers (companies + agencies/marketers); wedge (First 10 Opportunities + Proof Pack); 5 approved claims; 5 prohibited categories; 5 modes; 5 bundles; 6 "what Dealix is NOT" rules
- PROHIBITED_CLAIMS.md (Arabic): 8 categories of forbidden marketing language (guaranteed results, scraping, full automation, bypass approvals, competitor attacks, legal/financial promises, medical language, exaggerated speed) + technical enforcement (safety_eval + tone_eval + quality_review_gate + tool_action_planner + test_positioning_lock.py)
- APPROVED_MARKET_MESSAGING.md (Arabic): tagline + 30-second elevator pitch + 5 headlines + competitor positioning table + 4-segment outreach templates + LinkedIn/X social posts + slogan bank

Customer Ops (6 modules)
- onboarding_checklist: 8-step Pilot onboarding (select_goal → select_bundle → company_intake → connect_channels → upload_or_source → risk_review → first_service_run → first_proof_pack) with progress tracking + state advancement
- connector_setup_status: 11 connectors (Gmail/Calendar/Sheets/Moyasar/WhatsApp/Forms/LinkedIn-LeadForms/GBP/CRM/Meet/Instagram) each with default_mode (draft_only/manual/ingest_only/approved_execute), launch phase, and blocking flag; ready_for_first_service gate requires no blocking connectors missing AND ≥1 connected
- support_ticket_router: 4-tier P0/P1/P2/P3 classification with Arabic+English keyword matching; auto-classifies "تسريب", "إرسال بدون موافقة", "بدون موافقتي", "live charge", "unauthorized" as P0; per-priority Arabic first-response templates; SLA targets per priority
- sla_tracker: SLA targets per priority (P0=30min/4h, P1=2h/24h, P2=8h/72h, P3=24h/1week); record_sla_event with strict event-type validation; classify_sla_breach for individual tickets; build_sla_health_report aggregates with verdict (healthy/watch/critical based on breach_rate)
- customer_success_cadence: 6 cadence types (weekly_check_in, monthly_proof_review, QBR, at_risk_alert, renewal_30/7_day); build_at_risk_alert with risk_score 0..100 from days_inactive + drafts_pending + last_proof_pack_days_ago; build_customer_success_plan with 30-day per-bundle cadences (growth_starter, executive_growth_os, partnership_growth)
- incident_router: SEV1/SEV2/SEV3 with first_action_minutes + comm_cadence; auto-SEV1 on has_data_leak OR has_unauthorized_send; SEV2 on affected_customers≥5; canonical 5-step response plan (freeze live actions / notify founder / create incident channel / review Action Ledger / PDPL 72h notification) + per-severity additional steps + post-mortem template

New Operator Modes (2)
- self_growth_mode: re-exports targeting_os.self_growth_mode (DEALIX_ICP_FOCUSES, recommend_dealix_targets, build_self_growth_daily_brief, build_weekly_learning_report) + operator-tier reminders (no cold WhatsApp even for Dealix itself, all drafts approval-first, no scraping)
- service_delivery_mode: orchestrates service_tower workflow + revenue_launch.pilot_delivery + customer_ops.sla_tracker; build_service_delivery_brief (per-service template), build_sla_status_for_delivery (breach detection on open tickets), build_post_delivery_handoff (5-step transition to Customer Success cadence)

Router (1 new) — 20 endpoints
- /api/v1/customer-ops/* — onboarding (checklist/update-step/demo), connectors (catalog/summary/update/demo), support (priorities/classify/route/first-response), sla (event/classify-breach/health-report/health-report-demo), incidents (triage/response-plan), cs (weekly-check-in/at-risk-alert/success-plan)

Customer-facing pages (1 new, 1 already-existed-preserved)
- landing/companies.html (NEW): Saudi B2B companies pitch — Approval-first, no scraping, no cold WhatsApp; 4 bundles (Growth Starter / Data to Revenue / Executive Growth OS / Full Growth Control Tower); Proof Pack section; safety + compliance section
- landing/marketers.html (existed): preserved as-is — agency/marketers Agency Growth OS path

Tests (2 new files, 44 tests)
- test_customer_ops.py: 31 tests
  * 4 onboarding (8 steps, advancement, unknown step error, complete-all)
  * 5 connectors (critical connectors present, blocking_missing detection, ready gate, validation, write)
  * 8 support (P0 security, P0 unauthorized send, P1 service down, P2 connector, P3 default, empty input, route includes SLA, P0 first-response Arabic with 30 min)
  * 6 SLA (event validates, log appends, breach detection within/exceeded targets, health report aggregation, critical verdict)
  * 4 incidents (data leak SEV1, unauthorized send SEV1, ≥5 customers SEV2, single customer SEV3, SEV1 plan includes PDPL)
  * 4 customer success (weekly check-in talking points Arabic, at-risk high severity, at-risk low severity, success plan per bundle including growth_starter and executive_growth_os Founder Shadow Board)

- test_positioning_lock.py: 13 tests
  * positioning_lock.md exists with category + "ليس CRM" + "ليس بوت"
  * prohibited_claims.md exists with "نضمن" + "scraping"
  * approved_market_messaging.md has Approval-first + PDPL + Saudi Tone + Proof Pack
  * landing pages contain NO positive forbidden claims (negative restatements like "no auto-DM" in safety sections allowed)
  * companies.html includes "Approval-first" + "Proof Pack"
  * agency-partner.html OR marketers.html exists
  * private-beta.html does NOT promise guarantees
  * REVENUE_TODAY_PLAYBOOK emphasizes Approval-first
  * positioning_lock lists all 5 bundles
  * positioning_lock lists all 5 modes (CEO + Growth Manager + Agency Partner + Self-Growth + Service Delivery)

Customer Ops Docs (5 new)
- ONBOARDING_RUNBOOK.md (Arabic): 8 onboarding steps + day-by-day Day1-Day5 + 11 connector states + acceptance criteria
- SUPPORT_SLA.md (Arabic): 4 priority tiers + auto-classification keywords + Arabic first-response templates + weekly review process
- INCIDENT_RESPONSE.md (Arabic): SEV1/SEV2/SEV3 logic + canonical response plan + per-severity additional steps + post-mortem template + Arabic communication templates + auto-actions
- CUSTOMER_SUCCESS_PLAYBOOK.md (Arabic): cadence types + weekly agenda (25 min) + at-risk scoring formula + per-bundle cadence + QBR + renewal flow + health score formula
- CONNECTOR_SETUP_GUIDES.md (Arabic): all 11 connectors with scopes + step-by-step + acceptance criteria + troubleshooting table

Test results
- 44/44 new tests pass
- Full suite: 949 passed, 2 skipped (missing API keys, unrelated)
- 0 existing tests broken

Safety + integration
- All 20 customer-ops endpoints: approval_required=True, live_send_allowed=False
- support_ticket_router HARD-CLASSIFIES "تسريب", "إرسال بدون موافقة", "live charge", "unauthorized" as P0 (founder owner, 30-min first response)
- incident_router auto-promotes to SEV1 on has_data_leak or has_unauthorized_send (regardless of affected_customers count)
- onboarding_checklist requires WhatsApp connector (blocking) before ready_for_first_service
- connector_setup_status default_mode is draft_only/manual/ingest_only — never live
- Positioning Lock test_positioning_lock.py enforces:
  * 5 bundles must be listed in POSITIONING_LOCK.md
  * 5 modes must be listed
  * landing pages must not contain positive forbidden claims (8 phrases)
  * companies.html must mention Approval-first + Proof Pack
- self_growth_mode reminds operator: no cold WhatsApp even for Dealix itself
- service_delivery_mode integrates SLA tracker before declaring delivery success

Integration with everything before
- Customer Ops onboarding integrates Service Bundles (autonomous_service_operator.service_bundles)
- Customer Ops connectors mirror connector_catalog risk_levels + add operational state machine
- Support classifier integrates with security_curator (P0 on secret leaks) + revenue_launch.payment_manual_flow (P0 on unauthorized charge)
- Customer Success metrics flow from agent_observability + revenue_launch.proof_pack_template
- Service Delivery Mode wires service_tower.workflow + revenue_launch.pilot_delivery + sla_tracker into one pipeline
- Self-Growth Mode wraps targeting_os.self_growth_mode with operator-tier safety reminders
- Companies + Marketers pages enforce POSITIONING_LOCK headlines

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 18:14:51 +03:00

4.5 KiB
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Dealix Positioning Lock

هذا الملف ثابت. أي تغيير في الـ positioning يحتاج اعتماد المؤسس فقط. لا تكتب landing page ولا رسالة بيع ولا ديمو يخالف هذا الملف.

Category

Saudi Revenue Execution OS

ليس CRM. ليس بوت واتساب. ليس lead scraper. ليس AI chatbot عام. ليس وكالة تقليدية.

One-liner (الجملة الرسمية الوحيدة)

Dealix يشغّل النمو للشركات السعودية: يكتشف الفرص، يكتب الرسائل، يطلب الموافقات، ينسق الاجتماعات، ويثبت العائد.

Primary buyers (مساران فقط)

1. الشركات (B2B services / SaaS / training / clinics / real estate)

  • مؤسس / CEO / Growth Manager.
  • يحتاج فرص + رسائل + اجتماعات + Proof Pack.
  • ميزانية 499–10,000 ريال شهرياً.

2. الوكالات والمسوقين

  • صاحب وكالة / Head of Sales في وكالة.
  • يبحث عن Growth OS لعملائها.
  • يبحث عن revenue share + co-branded Proof Pack.

Wedge (نقطة الدخول للسوق)

First 10 Opportunities + Proof Pack — خدمة Sprint 7 أيام بـ 499 ريال.

كل شيء آخر ينمو من هذه النقطة.

Approved Claims (5 — ما يُسمح بقوله)

  1. "نطلع لك 10 فرص B2B + رسائل عربية + خطة متابعة + Proof Pack خلال 7 أيام."
  2. "Approval-first — لا نرسل أي شيء بدون موافقتك."
  3. "PDPL-aware — لا cold WhatsApp بدون opt-in."
  4. "Multi-channel orchestration: Email + WhatsApp + Calendar + Sheets + LinkedIn Lead Forms."
  5. "Saudi Tone — رسائل عربية طبيعية، ليست ترجمة."

Prohibited Claims (ما لا يُقال أبداً)

راجع PROHIBITED_CLAIMS.md.

Headlines

Homepage

Dealix — Saudi Revenue Execution OS

Companies page

حوّل بياناتك وقنواتك إلى فرص ورسائل واجتماعات وProof Pack.

Agencies / marketers page

شغّل Dealix لعملائك كـ Agency Growth OS.

Private Beta page

10 فرص في 10 دقائق + متابعة + Proof Pack — وأنت توافق قبل أي تواصل.

Modes (الـ 5 أوضاع التشغيلية)

  1. CEO Mode — قرارات يومية، اعتمادات، Proof، مخاطر، 3 خطوات تالية.
  2. Growth Manager Mode — حملات، أهداف، متابعات، اجتماعات، صحة القنوات.
  3. Agency Partner Mode — إضافة عميل، diagnostic، Proof Pack مشترك العلامة، revenue share.
  4. Self-Growth Mode — Dealix يستهدف عملاءه بنفس النظام.
  5. Service Delivery Mode — تشغيل خدمات العميل، SLA، deliverables، proof.

Bundles (5 — ما يُعرض للعميل)

  1. Growth Starter — 499 ريال.
  2. Data to Revenue — 1,500 ريال.
  3. Executive Growth OS — 2,999 ريال شهرياً.
  4. Partnership Growth — 3,000–7,500 ريال.
  5. Full Growth Control Tower — Custom.

What Dealix is NOT (إنفاذ صارم)

  • ليس CRM — لا نخزّن جميع بيانات العملاء، لا نحاول استبدال HubSpot.
  • ليس bot — لا نتظاهر بأن AI يفعل كل شيء؛ هناك human approval في كل خطوة.
  • ليس lead scraper — مصادر مصرّح بها فقط.
  • ليس وكالة بشرية — نظام قابل للتكرار بـ Proof Pack محسوب.
  • ليس AI agent عام — لكل خدمة sandbox + policy + budget.
  • ليس Tier-1 enterprise platform — SMB-first، Saudi-first.

Core Workflow (لا يتغير)

Signal → Context → Service Recommendation → Workflow →
Risk Check → Draft → Approval → Execution/Export →
Outcome → Proof → Learning → Upgrade

كل event داخل Dealix يمر بهذه السلسلة.

Why this lock matters

السوق يدعم هذا الاتجاه (HubSpot Growth Context, Gong Revenue AI OS, Salesforce Agentic Work Units), لكن Dealix لا يحاول أن يكون أكبر منهم. يحاول أن يكون أوضح، أسرع، أعمق محلياً، وأقرب للإيراد للشركات السعودية والوكالات.

أي تشتت في الـ positioning يكلّفنا 3 أشهر من الإنتاجية. لذلك هذا الملف ثابت.