system-prompts-and-models-o.../dealix/docs/SERVICE_EXCELLENCE_OS.md
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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Service Excellence OS — مصنع الخدمات الممتازة

القاعدة: لا خدمة تطلق إنتاجياً إلا إذا حصلت على score ≥80 وتجاوزت 4 quality gates. ولا تتوقف عند الإطلاق — تستمر في التحسين الأسبوعي.


1. الوحدات

الوحدة الدور
feature_matrix 12 must-have feature لكل خدمة + advanced/premium/future.
service_scoring 10 أبعاد × 10 نقاط = 100. status: launch_ready / beta_only / needs_work.
quality_review 4 gates: proof / approval / pricing / channels.
competitor_gap مقارنة structural بـ7 فئات منافسين.
proof_metrics الـ metrics المطلوبة + ROI estimate.
research_lab brief شهري + hypotheses + experiments.
service_improvement_backlog feedback → backlog → prioritization.
launch_package landing + sales + demo + onboarding.

2. الـ 12 Must-Have Features (لكل خدمة)

  1. Self-Serve Intake.
  2. AI Recommendation.
  3. Data Quality Check.
  4. Contactability / Risk Gate.
  5. Channel Strategy.
  6. Arabic Contextual Drafting.
  7. Approval Cards.
  8. Execution Mode (draft/export/approved).
  9. Proof Pack.
  10. Learning Loop.
  11. Upsell Path.
  12. Service Score.

3. الـ 10 أبعاد للـ Score

البُعد الوزن
Clarity (وضوح الألم) 10
Speed-to-Value 10
Automation 10
Compliance 10
Proof 10
Upsell 10
Uniqueness (Saudi-first) 10
Scalability (multi-sector) 10
Ops Daily (autopilot) 10
Proof Data 10

Status:

  • ≥80: launch_ready
  • ≥60: beta_only
  • <60: needs_work

4. الـ 4 Quality Gates

قبل إطلاق أي خدمة:

  1. Proof gate — لا proof_metrics → blocked.
  2. Approval gate — لا approval_policy → blocked.
  3. Pricing gate — تسعير غير منطقي → blocked.
  4. Channels gate — تكامل غير آمن (scraping/auto_dm/etc.) → blocked.

review_service_before_launch(service_id) يُرجع verdict واحد من:

  • launch_ready
  • beta_only
  • needs_work
  • blocked_at_gate

5. Competitor Gap (7 فئات)

Category Strengths Limits
CRM عام تخزين بيانات ينتظر إدخال يدوي
WhatsApp tools Broadcast لا approval-first
Email assistants كتابة أسرع لا تحول الإيميل لـ pipeline
LinkedIn tools إيجاد leads كثيرها يخالف ToS
وكالات خبرة بشرية لا تتوسع
Revenue intelligence تحليل calls تبدأ بعد المكالمة
Generic AI agent مرن بدون سياق شركة

ميزات Dealix:

  • موجّه للسوق السعودي.
  • Approval-first.
  • Proof Pack شهري.
  • Multi-channel orchestration.
  • Self-improving Curator.
  • PDPL-aware.

6. Research Lab (شهرياً)

لكل خدمة:

  • 6 أسئلة بحث (من اشترى، TTV، اعتراضات، deliverables، metrics، pricing).
  • 4-5 hypotheses للتحسين.
  • 3 experiments الأولوية (impact/effort).
  • Monthly review بـ score حالي + gap + experiments.

7. Improvement Backlog

  • convert_feedback_to_backlog — Feedback → backlog item.
  • prioritize_backlog_items — impact desc, effort asc.
  • recommend_weekly_improvements — 3 weekly tasks.

8. Launch Package (per service)

  1. Landing outline (RTL Arabic): hero, promise, 3-step how-it-works, deliverables, pricing, proof, safety, FAQ, CTA.
  2. Sales script: 5 discovery questions + pitch + 4 objection handlers + close.
  3. Demo script: 12-min minute-by-minute Arabic walkthrough.
  4. Onboarding checklist: first-5-days plan.

9. Endpoints (/api/v1/service-excellence/...)

GET  /{id}/feature-matrix
GET  /{id}/feature-classification
GET  /{id}/missing-features
GET  /{id}/score
GET  /{id}/quality-review
GET  /review/all
GET  /{id}/proof-metrics
POST /{id}/roi-estimate
GET  /{id}/gap-analysis
GET  /{id}/research-brief
GET  /{id}/feature-hypotheses
GET  /{id}/experiments
GET  /{id}/monthly-review
GET  /{id}/backlog
POST /{id}/backlog/from-feedback
POST /{id}/backlog/prioritize
GET  /{id}/weekly-improvements
GET  /{id}/launch-package
GET  /{id}/landing-outline
GET  /{id}/sales-script
GET  /{id}/demo-script
GET  /{id}/onboarding-checklist

10. اختبارات

tests/unit/test_service_excellence.py — 33 اختبار:

  • Feature matrix ≥10 must-haves.
  • Score returns valid status.
  • Every catalogued service passes the 4 gates.
  • ROI estimate returns x-multiples.
  • Competitor gap lists advantages + do-not-copy.
  • Research brief has ≥5 questions.
  • Hypotheses ≥3 + experiments ≤3.
  • Backlog conversion + prioritization.
  • Launch package complete.
  • Demo script = 12 minutes.

11. Weekly Improvement Loop

كل اثنين:
1. شغّل /review/all على كل الـ 12 خدمة.
2. أي خدمة < 80 → افتح backlog item.
3. أي خدمة blocked → إصلاح فوري قبل إطلاق جديد.
4. اختر experiment واحد لكل خدمة.

كل جمعة:
1. سجل النتائج في Service Scorecard.
2. حدّث الـ improvement backlog.
3. أرسل executive brief للمؤسس.