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>
2.6 KiB
Master CRM — Google Sheets workbook spec
One Google Sheets workbook = the whole CRM + log. I create/maintain this via the Google Drive MCP once the fresh project Google account exists (Phase 2). n8n reads/writes it via the Sheets node.
Workbook name: SMB-Online — CRM. One tab per concern below. Row 1 = headers (exact column
names matter — n8n maps by header).
Tab: Clients
The client list/table — the heart of the tracking requirement.
| Column | Type | Notes |
|---|---|---|
client_id |
text | e.g. C-0001 (stable key) |
business_name |
text | |
owner_name |
text | |
email |
text | |
phone |
text | |
niche |
text | barber, physio, café, … |
tier |
A | B | delivery tier |
status |
enum | lead → onboarding → active → paused → churned |
domain |
text | live site URL |
stack_notes |
text | hosting, booking tool, etc. |
vault_ref |
text | pointer to Vaultwarden item — never a password |
services |
text | comma list: site, booking, reception, … |
billing_cycle |
enum | monthly / yearly / one-off |
monthly_fee_eur |
number | |
start_date |
date | |
renewal_date |
date | drives the renewal-reminder workflow |
created_at |
datetime | |
notes |
text |
Tab: Leads
Every inbound lead across all client sites (and your own).
lead_id · received_at · client_id · source (which site/form) · name · contact ·
service_interest · message · status (new / contacted / won / lost) · notified (bool)
Tab: Bookings
Every appointment booked across client sites.
booking_id · created_at · client_id · customer_name · customer_contact · service ·
start_time · end_time · source (gcal / calcom) · status (confirmed / cancelled / no-show)
Tab: Projects
Per-client deliverable tracking.
project_id · client_id · deliverable · tier · checklist (e.g. domain✓ page✓ booking☐) ·
go_live_date · status (todo / in-progress / live)
Tab: Invoices
invoice_id · client_id · issued_date · due_date · amount_eur · period ·
status (draft / sent / paid / overdue) · paid_date
Tab: Activity Log
Append-only audit trail — every automated action writes one row here.
ts · workflow (lead-intake / booking-sync / renewal / onboarding / invoice) · client_id ·
action · detail · result (ok / error)
Dashboard
Not a tab — a Looker Studio report wired to this workbook: pipeline by status, MRR
(sum of monthly_fee_eur where status=active), renewals due in next 30 days, recent leads.