mivanchenko
5668bfad3f
- templates/landing: two self-contained demos (Tier A barbershop / Google stack, Tier B physio / self-hosted) + chooser page - sheets/SCHEMA.md: Google Sheets CRM workbook spec - playbooks: per-client setup checklists for both tiers - README + .gitignore - Demos avoid unverifiable claims (no "DSGVO-konform", no "Ende-zu-Ende") Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
34 lines
2.0 KiB
Markdown
34 lines
2.0 KiB
Markdown
# Playbook — Tier B (self-hosted / privacy)
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For privacy-sensitive businesses (physio, medical, legal, tax, therapy). Data stays on
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German-hosted infrastructure. You charge a privacy/hosting premium. Target build time: ~1–2 days.
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## When to pick Tier B
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- Handles health, legal or financial personal data → GDPR sensitivity is a selling point.
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- Client explicitly wants control over where data lives / no third-party tracking.
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## Setup checklist
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1. **Landing page** — clone `templates/landing/demo-tier-b/`, rebrand. Keep the privacy band and
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"Daten in Deutschland" badges. Deploy to a free static host or the homelab behind HTTPS.
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2. **Domain + TLS** — connect domain; ensure valid certificate (Caddy/Let's Encrypt).
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3. **Booking** — deploy **self-hosted Cal.com** (see `stacks/selfhosted/docker-compose.yml`);
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create the practice's event types; embed it (replace the demo Cal.com card).
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4. **Lead form** — self-hosted form endpoint → n8n webhook → CRM. No third-party form service.
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5. **Reception** — business mailbox; (later) the **AI receptionist** widget (Phase 6, Claude
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Haiku 4.5) wired to the booking + FAQ.
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6. **Credentials** — store all client logins in **Vaultwarden**; sheet holds only `vault_ref`.
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7. **CRM** — add a `Clients` row (tier = B, services, monthly_fee, renewal_date, vault_ref).
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8. **Backups** — ensure the Tier-B services + CRM are in the daily backup job.
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## Hosting note (NETWAYS boundary)
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Keep this as **"I host a small website + booking for you,"** not managed cloud/monitoring. Use
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cheap shared/managed infra or the homelab for low-traffic client sites — do not position it as a
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managed-cloud/Kubernetes/monitoring service (that is NETWAYS's lane).
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## What to charge (suggestion)
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- One-off setup: €600–1,500 (self-hosted booking + privacy setup is worth more).
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- Monthly hosting + management: €40–90 (covers infra, updates, backups, support).
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## Recurring tasks
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- Renewal reminder, Cal.com/booking sync to CRM, backup verification, security updates.
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