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