ADR-0011: Monetisation rates and stream priority¶
- Status: Accepted
- Date: 2026-04-28
- Deciders: MASTER
- Related: RFC-0008, #41, #17, #16, #28, #40, ADR-0004 English-only M1/M2
Context¶
RFC-0008 surveyed peer aggregator monetisation (Amazon.ae 2.00% electronics CPS; Idealo public CPC card €0.25–€0.51; Geizhals €0.38–€0.41 dual model; Skroutz 7–15% marketplace commission + €469 setup; Pricena 2014 disclosure of 2–10% CPA), the retailer audit (Lebanese affiliate willingness Unknown for every retailer profiled, bilateral-deal-led market), and persona research §6.3 (primary cohort sits in the $600–1,800 build band — buyer-side monetisation is a non-starter).
Four open questions came back to MASTER. He accepted the recommendation on each.
Decision¶
Primary stream — CPS at 1.5% of basket on confirmed conversion, attributed via S2S postback (Stage-4 partner), monthly CSV reconciliation (Stage-3), or coupon-code attribution (Stage-3 fallback). Below Amazon.ae's electronics affiliate payout (2.00%); inside the lower half of Pricena's 2014 disclosed band; well below Skroutz's marketplace tier we don't yet earn.
Fallback stream — CPC at $0.10–0.15 per qualified outbound click for retailers without postback capability. Set conservatively below European tech-CPC anchors (Idealo UK £0.35, Geizhals €0.38–€0.41) so the pitch holds against Meta/Google PMax cost-per-click in the same market.
Optional secondary — Sponsored featured placement at $50–200/month per category top slot. Cap: 1 featured slot per category (~10 slots site-wide). Always rendered with Sponsored label and visual differentiation; organic ranking ignores featured-tier; public affiliate code-of-conduct page commits 961tech to non-discriminatory ranking. (Per RFC-0008 OQ-1.)
Universal floor — free organic listing for every Lebanese retailer with a scrapeable catalog, regardless of cooperation tier. Each listing carries Source: <domain>, updated <timestamp> and a 48-hour takedown SLA.
Currency — USD only. Aligns with ADR-0004 on the same grounds: every audited retailer prices in USD; lollar/fresh-USD bifurcation makes LBP invoicing actively bad; settlement rails (Whish corporate, USDT TRC20, OMT) are all USD-denominated.
Buyer-side stays free in M1/M2. Buyer subscription is rejected for this milestone (violates the #41 ticket constraint that monetisation must not tax the price-sensitive buyer cohort).
Deferred — B2B/SMB tier and aggregate market data product. Both opportunities are real (per RFC-0008 OQ-2 and OQ-3) but pricing without telemetry is guessing. B2B/SMB pricing waits on #16 admin tools / vendor backoffice implementation telemetry. Aggregate market-data productisation revisits at the M3 boundary.
MASTER owns Wave-1 retailer outreach per RFC-0008 OQ-4. Targets per aggregator design spec §6.2: Tech Titan, PC Station LB, PCBuildingLeb, Sbeity, Macrotronics. Month-9 decision-flip checkpoint: if zero CPS deals signed, demote CPS to "available on request" and make CPC the public default rate-card.
Consequences¶
Positive¶
- Retailers see "pay 961tech 1.5% — less than Amazon's regional cost to acquire the same shopper in the UAE" — a credible, defensible rate-card pitch.
- CPC fallback unblocks every retailer who runs on WhatsApp + cash-on-delivery with no postback-capable order system; a meaningful slice of the long tail still monetises.
- Free-organic floor preserves catalog breadth (the moat); no Lebanese retailer is ever excluded for not paying.
- Featured-slot cap of 1 per category limits trust erosion. The Idealo/Google [Berlin LG Case 16 O 195/19 Kart(2), 14 Nov 2025; ~€465M judgment + €103.7M Producto award] precedent makes loose-labelled paid placement legally and reputationally expensive — a tight cap with a clear
Sponsoredlabel is the cheap insurance. - USD-only invoicing simplifies VAT, settlement, and persona expectations in one stroke.
Negative¶
- Running CPS + CPC reconciliation in parallel doubles operational surface (two billing flows, two dispute paths). Coupon-code attribution as third-tier fallback per aggregator design spec §5.3 © keeps the retailer-facing surface simple even when our side runs both flows.
- High CPS friction in a bilateral-dealing market means realistic first $5k+ month sits at Month 11–12 per aggregator design spec §4.3. The Month-9 decision-flip is the explicit relief valve.
- No buyer-side recurring revenue in M1/M2. If retailer-side stalls, no offsetting buyer revenue exists.
- Featured placement, even capped, requires labelling discipline forever. One sloppy launch and the trust position is harder to recover than to maintain.
Neutral¶
- Pricing for B2B/SMB and aggregate market data is not set in this ADR. When #16 telemetry surfaces real Office IT buyer behaviour, a follow-up ADR will price the B2B tier; until then, the persona §6.3 $300–2,000/month-per-account opportunity range is documented but un-priced.
- The 4-stage onboarding ladder (aggregator design spec §6.1) is adopted verbatim; this ADR doesn't change it, just commits to its rate-card.
Alternatives considered¶
Alternative A: Pure CPC default, no CPS at all (Geizhals shape)¶
Rejected. Caps revenue at outbound-click-volume × per-click rate, ceilings the project at ~$3–5k/mo per spec §4.3 implied CPC tail. Closes off MASTER's $5–10k/mo Phase 2 target. Worse, "pay per click" is the harder pitch to a Lebanese retailer skeptical of audit transparency.
Alternative B: Pure CPS, drop the long tail¶
Rejected. Catalog dies. Locks out every retailer who runs on WhatsApp + cash-on-delivery, which is most of the long tail. Personas' "no multi-retailer price comparison" pain (§5.6) goes unrelieved.
Alternative C: Marketplace-commission shape (Skroutz path, 7–12% with own checkout)¶
Rejected for now. Skroutz took 11 years to make this pivot. Requires multi-merchant cart aggregator (#15) shipped + working + trusted. M1/M2 surface area doesn't support it. Decision-flip condition #2 in RFC-0008 explicitly defers this to the M3 boundary review.
Alternative D: Direct retailer fees only (no affiliate)¶
Rejected. Doesn't scale — caps at count of paying retailers × monthly fee × % filled slots. No global aggregator anchors here and the ones that do stay tiny.
Alternative E: Buyer-side subscription as primary¶
Rejected. Violates the #41 ticket constraint. PCPartPicker is fully free; Pricena is freemium without paywalling the comparison itself. Subscription is a v3+ option once a power-user cohort is provable.
Alternative F: 2–3 featured slots per category (more aggressive on featured)¶
Rejected (RFC-0008 OQ-1 sub-option 2). Persona §6.3 flagged featured listings as Low receptivity for first-time builders — exactly the trust-seeking cohort 961tech most needs to retain. Marginal additional revenue does not justify the persona-anti-pattern.
Alternative G: Reject featured placement entirely (PCPartPicker shape)¶
Rejected (RFC-0008 OQ-1 sub-option 3). Featured placement, capped and labelled, sits well within Lebanese norms for clearly-disclosed paid placement, and persona-§6.3 marks featured as strong fit for Casual + Office IT specifically — exactly the surfaces (laptop / prebuilt category pages) where the lever makes sense.
Alternative H: Price B2B/SMB tier now ($200–500/month supplier listing fee)¶
Rejected (RFC-0008 OQ-2 sub-option 2). Pricing without B2B-buyer telemetry is guessing. Routed to #16 for post-implementation pricing.
Alternative I: Price aggregate market data product now ($500–2,000/month subscription)¶
Rejected (RFC-0008 OQ-3 sub-option 2). Most M1/M2 effort is catalog and matcher; data-product work is a distraction this milestone.
References¶
- RFC-0008 — Monetisation + pricing model (full evidence + sources)
- Reference — Monetisation (per-stream peer-rate citations + Lebanese unit-economics estimates)
- Reference — Competitive landscape §3.5
- Reference — Personas §6.3
- ADR-0004 — English-only M1/M2 (currency rationale precedent)
- Aggregator design spec §4 (business model) and §6.1 (4-stage onboarding ladder)
- #41 — RFC parent ticket
- #17 affiliate reconciliation S2S postback — implements CPS + CPC click attribution
- #16 admin tools / vendor backoffice — surfaces rate-card config + B2B tier when ready
- #28 page design — Sponsored placement UI affordance
- #40 legal / VAT — VAT registration gate at LBP 5B (~$56k) Year-1 threshold