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Next Steps & Resources

Your complete action plan, helpful tools, and resources to get started with self-hosting your marketing technology stack.

Your Action Plan​

Week 1: Assessment

  • Calculate current tool costs
  • Assess technical capability
  • Calculate potential savings
  • Decide if self-hosting is right for you

Week 2-4: Infrastructure Setup

  • Choose hosting provider
  • Set up server
  • Install Docker
  • Configure security
  • Set up monitoring

Month 2: CRM Implementation

  • Install Twenty CRM
  • Configure initial setup
  • Migrate data (if applicable)
  • Train team
  • Test thoroughly

Month 3: Automation & Email

  • Install n8n
  • Migrate workflows
  • Install Notifuse
  • Configure email deliverability
  • Test email sending

Month 4+: Custom Tools & Optimization

  • Identify custom tool needs
  • Develop MVP tools
  • Integrate with stack
  • Optimize performance
  • Document everything

Tools & Resources​

Self-Hosted Tools

Hosting Providers

Learning Resources

  • Docker documentation
  • Linux server administration guides
  • Community forums (Reddit, Discord)
  • Tool-specific documentation

Getting Help​

When to Get Professional Help:

  • Complex migrations
  • Security concerns
  • Performance issues
  • Lack of technical capability
  • Time constraints

Where to Find Help:

  • Freelance developers (Upwork, Fiverr)
  • Technical agencies
  • Community support
  • Tool-specific support channels

Final Thoughts​

Key Principles:

  1. Start Small: Begin with one tool, expand gradually
  2. Document Everything: Knowledge is critical
  3. Test Thoroughly: Don't skip testing
  4. Plan for Maintenance: It's ongoing, not one-time
  5. Security First: Never compromise on security
  6. Backup Religiously: You'll need it eventually

Remember:

  • Self-hosting isn't for everyone
  • Significant savings are possible
  • Technical capability is essential
  • Maintenance is manageable with proper processes
  • Custom tools provide competitive advantage

Your Goal:

  • Reduce marketing tech costs by 50-70%
  • Gain complete control over your tools and data
  • Eliminate vendor lock-in
  • Build custom solutions for unique needs
  • Scale without cost escalations

Checklist: Are You Ready?​

Before you start, make sure you have:

  • Current tool costs calculated
  • Potential savings calculated
  • Technical capability assessed
  • Hosting provider chosen
  • Budget allocated for setup
  • Time allocated for implementation
  • Maintenance plan created
  • Backup strategy defined
  • Team training planned
  • Documentation system ready

You're Ready When:

  • You understand the costs and benefits
  • You have technical capability (or access to it)
  • You've calculated your potential savings
  • You have a plan
  • You're committed to following through

Ready to start? Begin with Step 1: Assess Your Self-Hosting Readiness, or review our Real-World Case Study for inspiration.