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>
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2.0 KiB
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; the CRM holds only
vault_ref. - CRM — add a
Clientsrow (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.