Generated from docs/revenuepilot-sales-enhancement.md.

RevenuePilot Sales Enhancement Runbook

This runbook defines the marketplace-facing evidence model for the 3-month sales enhancement release. Use it before updating the CodeCanyon listing, screenshots, or hosted demo.

Claim Levels

Level	Meaning	Allowed wording
Live tested	A provider has live-mode app evidence such as a live API checkout session, verified live webhook, or guarded active ads mapping.	Live-tested Stripe/PayPal/Meta/Google workflow with audit evidence.
Sandbox tested	The workflow ran through local sandbox, provider sandbox, smoke runner, webhook replay, or paused publish proof.	Sandbox-tested workflow with replay-safe logs.
Configuration-ready	Credentials, setup forms, docs, and diagnostics exist, but no launch evidence is attached.	Configuration-ready adapter/provider.
Planned	No buyer-facing evidence exists yet.	Do not market as available.

Do not upgrade a claim level in marketplace copy unless /crm/marketplace-pack/comparison shows matching evidence.

Launch-Critical Providers

Stripe and PayPal are the launch-critical payment providers. They support local sandbox checkout proof by default. Real provider API calls are disabled unless:

PAYMENT_LIVE_API_ENABLED=true
The gateway config is mode=live and status=active
The public key/client ID, secret reference, and webhook secret/webhook ID are configured
A signed webhook endpoint has been tested at /crm/payment-gateway-webhooks/{provider}

Meta and Google Ads are the launch-critical ad providers. They require connected provider accounts, readiness sync, draft validation, paused publish proof, approval gates, budget caps, and kill switches before stronger claims.

Required Environment Keys

PAYMENT_LIVE_API_ENABLED=false
STRIPE_PUBLIC_KEY=
STRIPE_SECRET=
STRIPE_WEBHOOK_SECRET=
PAYPAL_CLIENT_ID=
PAYPAL_CLIENT_SECRET=
PAYPAL_WEBHOOK_ID=

META_CLIENT_ID=
META_CLIENT_SECRET=
META_GRAPH_API_VERSION=v25.0
GOOGLE_ADS_CLIENT_ID=
GOOGLE_ADS_CLIENT_SECRET=
GOOGLE_ADS_DEVELOPER_TOKEN=
GOOGLE_ADS_MANAGER_CUSTOMER_ID=
GOOGLE_ADS_API_VERSION=v24.1

ADS_PUBLISHING_ENABLED=false
ADS_ACTIVATION_ENABLED=false
ADS_SANDBOX_MUTATION_ENABLED=false
ADS_AUTO_PAUSE_ENABLED=false
ADS_OFFLINE_CONVERSIONS_ENABLED=false
ADS_TRACKING_CHECKS_ENABLED=true

Demo Packs

Agency RevenueOps: campaign-to-cash, ads ROI, proposal, invoice, payment proof, support.
SME All-in-One: contacts, leads, projects, tasks, invoices, knowledge base, portal.
Reseller / White Label: branding, marketplace pack, sample credentials, setup checklist, system health.

Capture the 20 screenshot targets in both dark/night and light/day themes, plus the two short videos listed on /crm/setup-checklist, before rebuilding the CodeCanyon package. Root /screenshots is the canonical screenshot source.