Commercial Subsystem Design =========================== 1. Purpose ---------- Build a semi-autonomous commercial front inside the digital twin to operate: - prospecting - contact - supplier registration - commercial follow-up - ALEPH CRM updates - daily agenda - executive daily brief This phase precedes further twin development. 2. Business Objective --------------------- Convert dispersed information into a disciplined, repeatable commercial operation. The system must: - identify relevant prospects (national & international) - classify by segment and product - consolidate buying signals - prepare and sustain contact - manage supplier registration - use ALEPH as operational memory - generate daily actionable agenda - generate executive daily report 3. Design Principles -------------------- 3.1 Separate national and international flows - different requirements - different markets - different regulations - different channels 3.2 ALEPH as system of record The twin suggests; ALEPH records: - contacts - activities - follow-ups 3.3 Action over analysis Outputs must include: - next contacts - overdue tasks - registrations pending - reactivation opportunities 3.4 Rules before models Start with deterministic logic. 4. Scope -------- Included: - commercial model - national/international flows - prospect structure - enrichment - ALEPH integration - agenda - daily brief Excluded (for now): - aggressive LinkedIn automation - large-scale scraping - predictive scoring 5. Architecture --------------- External Sources → Prospecting → Enrichment → Classification → Prioritization → ALEPH Sync → Daily Agenda → Daily Brief 6. Main Flows ------------- 6.1 National Flow Stages: 1. company discovery 2. segmentation 3. product fit 4. contact identification 5. procurement evaluation 6. supplier registration 7. ALEPH registration 8. follow-up 6.2 International Flow Stages: 1. market selection 2. account targeting 3. fit evaluation 4. supplier registration tracking 5. buyer identification 6. CRM registration 7. follow-up 7. Core Entity: Prospect ------------------------ Definition: A commercial opportunity in evolution. Structure: - prospect_id - market_type (national/international) - country - company_name - segment - target_products - product_fit_score - financial_signal - procurement_signal - vendor_registration_status - crm_status - next_action - priority_score 8. Related Entities ------------------- prospect_contact - contact_id - role - email prospect_activity - activity_type - date - outcome prospect_requirement - requirement - status prospect_signal - signal_type - source 9. Prospect States ------------------ - NEW - QUALIFYING - RESEARCHING - CONTACT_READY - CONTACTED - FOLLOW_UP - VENDOR_REGISTRATION - ACTIVE_OPPORTUNITY - DORMANT - LOST - WON 10. Segmentation ---------------- segment_product_map: - segment - product - rules 11. Enrichment Blocks --------------------- - commercial - financial - procurement - digital signals 12. LinkedIn Use ---------------- - research - content suggestion - monitoring 13. ALEPH Integration --------------------- Sync: - contacts - activities - follow-ups 14. Daily Agenda ---------------- Sections: - today - overdue - reactivation - registrations - priorities 15. Daily Brief --------------- Content: - actions performed - new prospects - priorities - decisions required 16. Prioritization ------------------ Based on: - product fit - strategic value - activity 17. Metrics ----------- - prospects per week - contacts - follow-ups 18. Modules ----------- prodisys/commercial/ - prospect_model.py - prospect_store.py - prospect_ingest.py - crm_sync.py - agenda.py - daily_brief.py 19. Implementation Order ------------------------ 1. model 2. store 3. ingest 4. CRM sync 5. agenda 20. Success Criteria -------------------- - structured prospect pipeline - daily agenda - ALEPH integration - executive brief 21. Next Step ------------- Implement prospect_model.py