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mivanchenko 5668bfad3f Phase 1: tier demo landing pages, CRM schema, playbooks

- 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>

2026-06-23 10:14:15 +02:00

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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

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.
Domain + TLS — connect domain; ensure valid certificate (Caddy/Let's Encrypt).
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).
Lead form — self-hosted form endpoint → n8n webhook → CRM. No third-party form service.
Reception — business mailbox; (later) the AI receptionist widget (Phase 6, Claude Haiku 4.5) wired to the booking + FAQ.
Credentials — store all client logins in Vaultwarden; sheet holds only vault_ref.
CRM — add a Clients row (tier = B, services, monthly_fee, renewal_date, vault_ref).
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.

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