# Playbook — Tier B (self-hosted / privacy)

For privacy-sensitive businesses (physio, medical, legal, tax, therapy). Data stays on
German-hosted infrastructure. You charge a privacy/hosting premium. Target build time: ~1–2 days.

## When to pick Tier B
- Handles health, legal or financial personal data → GDPR sensitivity is a selling point.
- Client explicitly wants control over where data lives / no third-party tracking.

## Setup checklist
1. **Landing page** — clone `templates/landing/demo-tier-b/`, rebrand. Keep the privacy band and
   "Daten in Deutschland" badges. Deploy to a free static host or the homelab behind HTTPS.
2. **Domain + TLS** — connect domain; ensure valid certificate (Caddy/Let's Encrypt).
3. **Booking** — deploy **self-hosted Cal.com** (see `stacks/selfhosted/docker-compose.yml`);
   create the practice's event types; embed it (replace the demo Cal.com card).
4. **Lead form** — self-hosted form endpoint → n8n webhook → CRM. No third-party form service.
5. **Reception** — business mailbox; (later) the **AI receptionist** widget (Phase 6, Claude
   Haiku 4.5) wired to the booking + FAQ.
6. **Credentials** — store all client logins in **Vaultwarden**; the CRM holds only `vault_ref`.
7. **CRM** — add a `Clients` row (tier = B, services, monthly_fee, renewal_date, vault_ref).
8. **Backups** — ensure the Tier-B services + CRM are in the daily backup job.

## Hosting note (NETWAYS boundary)
Keep this as **"I host a small website + booking for you,"** not managed cloud/monitoring. Use
cheap shared/managed infra or the homelab for low-traffic client sites — do not position it as a
managed-cloud/Kubernetes/monitoring service (that is NETWAYS's lane).

## What to charge (suggestion)
- One-off setup: €600–1,500 (self-hosted booking + privacy setup is worth more).
- Monthly hosting + management: €40–90 (covers infra, updates, backups, support).

## Recurring tasks
- Renewal reminder, Cal.com/booking sync to CRM, backup verification, security updates.