# smb-online — "Get Your Small Business Online"

A productized service that gets local small businesses online: **landing page + online
booking + lead capture + small automations**. Built to be **thoroughly tracked and logged** —
every client, lead, booking and invoice lives in a **Postgres CRM** (source of truth), driven by
**n8n** on the homelab, with a one-way mirror into Google Sheets for a human-readable overview /
Looker Studio dashboard.

> Full documentation (architecture, data model, every component): **`Documentation.md`**.

## Delivery tiers — an internal signal, not a fixed product

`tier` (A = free Google stack, B = self-hosted/privacy) started as two fixed product bundles but
is being decoupled from the public offering (see `TODO.md`): which stack a client actually gets
is a decision made **with the client**, case-by-case, and recorded on their `clients` row
(`tier`, `stack_notes`) — it's no longer baked into the demos. In practice, **booking has already
converged on one shared self-hosted service** (Easy!Appointments, see `deploy/booking/`) used for
every client regardless of tier.

## Repository layout

```
Documentation.md           Full architecture / component reference — start here for "how it works"
backoffice/                 Postgres CRM + Flask API + operator dashboard (the source of truth)
deploy/
  clients/                   One isolated nginx stack per signed client + new-client.sh scaffolder
  booking/                    Shared Easy!Appointments booking service (all clients)
  smb-demos/                  Public demo/preview hosting (Apache)
  backup/                      Daily Postgres backup script (cron on the homelab)
n8n/                         Exported n8n workflows (lead-intake, onboarding, booking-sync, renewal-reminder)
playbooks/                   Operator playbooks (outreach, lead-to-customer, tier-a, tier-b)
sheets/SCHEMA.md             Google Sheets mirror spec (tabs + columns) — downstream of Postgres
templates/landing/           Landing-page demos + client preview pages
  demo-tier-a/                  "Schnittpunkt" barbershop demo
  demo-tier-b/                  "PhysioVital" physio practice demo
  demo-pizzeria/                "Bella Napoli" pizzeria demo w/ online ordering
templates/onboarding/        Internal "create client" form → n8n onboarding workflow
```

## View the demos

They are self-contained HTML — open directly:

```bash
xdg-open templates/landing/demo-tier-a/index.html    # barbershop
xdg-open templates/landing/demo-tier-b/index.html    # physio practice
xdg-open templates/landing/demo-pizzeria/index.html  # pizzeria / online ordering
```

Or serve them all with the chooser page:

```bash
python3 -m http.server 8080 --directory templates/landing
# → http://localhost:8080/   (links to all three demos)
```

Lead/callback forms POST live to the n8n `lead-intake` webhook; booking widgets link to the
shared Easy!Appointments instance. Nothing here is stubbed anymore — see `Documentation.md` §4.5
for the full workflow wiring.

## Phases (status)

Tracked against actual repo state — see `Documentation.md` for what backs each checkmark.

- [x] **Phase 1** — Demo landing pages
- [x] **Phase 2** — Accounts & setup: Google account + workbook, n8n live, Google creds bound,
      Vaultwarden (`clients.vault_ref`), domain (wildcard `*.mivanchenko.de`)
- [x] **Phase 3** — CRM (now Postgres-first, Sheets mirrored) + n8n lead-intake & renewal
      workflows — Looker Studio dashboard itself lives in Google and isn't repo-verifiable
- [x] **Phase 4** — Demo forms + booking wired live to n8n webhooks (lead-intake, booking-sync)
- [ ] **Phase 5** — First real client + reception v1 — onboarding automation and per-client
      deploy tooling exist and are exercised (`deploy/clients/`); not verifiable from the repo
      alone whether a paying client is live
- [ ] **Phase 6** — AI receptionist (Claude Haiku 4.5) — not started

## ⚠️ Before going live (legal — not legal advice)

Operator is in an Ausbildung as Cloud Engineer at NETWAYS. This offering deliberately **stays out
of NETWAYS's lane** (no managed cloud hosting / monitoring / OpenStack/K8s hosting for clients).
Before taking paying clients: (1) check the Ausbildungsvertrag for a `Nebentätigkeit` clause and
get **written employer approval** if required; (2) `Gewerbeanmeldung` + Kleinunternehmerregelung
(§19 UStG) once revenue starts; (3) confirm with the IHK / a Steuerberater if unsure.