Files
mivanchenko 319218ce21
Test backoffice (smb-crm) / test (push) Has been cancelled
Remove Google Sheets mirror entirely (#13)
Postgres is now the sole source of truth: delete sheets.py and
import_from_sheets.py, strip mirror_entity/mirror_async/_mirror_worker and
POST /api/sync from app.py, drop the tab/mirror keys from db.py's TABLES.
Re-point n8n/renewal-reminder.json at the CRM's own HTTP API (GET
/api/clients, POST /api/activity_log) instead of the Sheets nodes, and drop
SHEET_ID/GOOGLE_SA_JSON from deploy env/compose and requests from
requirements.txt (PyJWT stays — still used by booking_api.py). Updates
docs/README/playbooks accordingly and closes the old #5 (atomic mirror) as
moot.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-04 11:29:57 +02:00

1.7 KiB
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Playbook — Tier A (Google stack)

For casual businesses with no data-residency concern. Infra cost ≈ €0. You charge for setup + ongoing management. Target build time: ~half a day per client.

When to pick Tier A

  • Barber, café, salon, food truck, small retail, trades — public-facing, no sensitive data.
  • Client wants cheapest option and is fine with Google handling data.

Setup checklist

  1. Client Google account — create a fresh free Google account for the client (or use theirs).
  2. Landing page — clone templates/landing/demo-tier-a/, rebrand (name, colours, copy, services, hours, photos). Deploy to a free always-on static host (e.g. Cloudflare Pages).
  3. Domain — connect the client's domain (or a .de you register and bill through).
  4. Booking — set up Google Calendar Appointment Schedule; embed the booking link/button on the page (replace the demo booking card).
  5. Lead capture — create a Google Form or point the page form at the n8n lead webhook (preferred — so leads land in the CRM, not just Google).
  6. Reception — Gmail for the business; set a signature + canned replies.
  7. Google Business Profile — claim/verify so they show up on Maps & Search.
  8. CRM — add a Clients row (tier = A, services, monthly_fee, renewal_date, vault_ref).
  9. Handover — share logins via Vaultwarden; record only the vault_ref in the CRM.

What to charge (suggestion)

  • One-off setup: €250600 depending on pages/content.
  • Monthly management (updates, hosting oversight, booking support): €2040.

Recurring tasks (automated by n8n where possible)

  • Renewal reminder (from renewal_date).
  • Monthly "anything to update?" nudge.
  • Lead notifications to the owner.