mivanchenko
319218ce21
Test backoffice (smb-crm) / test (push) Has been cancelled
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>
32 lines
1.7 KiB
Markdown
32 lines
1.7 KiB
Markdown
# Playbook — Tier A (Google stack)
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For casual businesses with no data-residency concern. Infra cost ≈ €0. You charge for setup +
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ongoing management. Target build time: ~half a day per client.
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## When to pick Tier A
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- Barber, café, salon, food truck, small retail, trades — public-facing, no sensitive data.
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- Client wants cheapest option and is fine with Google handling data.
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## Setup checklist
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1. **Client Google account** — create a fresh free Google account for the client (or use theirs).
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2. **Landing page** — clone `templates/landing/demo-tier-a/`, rebrand (name, colours, copy,
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services, hours, photos). Deploy to a free always-on static host (e.g. Cloudflare Pages).
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3. **Domain** — connect the client's domain (or a `.de` you register and bill through).
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4. **Booking** — set up Google Calendar **Appointment Schedule**; embed the booking link/button
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on the page (replace the demo booking card).
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5. **Lead capture** — create a Google Form *or* point the page form at the n8n lead webhook
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(preferred — so leads land in the CRM, not just Google).
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6. **Reception** — Gmail for the business; set a signature + canned replies.
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7. **Google Business Profile** — claim/verify so they show up on Maps & Search.
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8. **CRM** — add a `Clients` row (tier = A, services, monthly_fee, renewal_date, vault_ref).
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9. **Handover** — share logins via Vaultwarden; record only the `vault_ref` in the CRM.
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## What to charge (suggestion)
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- One-off setup: €250–600 depending on pages/content.
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- Monthly management (updates, hosting oversight, booking support): €20–40.
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## Recurring tasks (automated by n8n where possible)
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- Renewal reminder (from `renewal_date`).
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- Monthly "anything to update?" nudge.
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- Lead notifications to the owner.
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