# DocuSign Setup · Step-by-Step for TOJ

**Time to complete: ~20 minutes.** Result: Hooks signs on his phone in 60 seconds during the walkthrough call.

Do this BEFORE the walkthrough call. Same-day setup is fine if you haven't yet.

---

## The document

You already have the signable version at:

**File:** `docs/onboarding/hooks-trainer-os/agreement-signable.html`
**Live route:** `/agreement-pdf` (fbtrainer.tojcampaign.com)

Open it in Chrome or Edge. It's designed to print-to-PDF cleanly.

---

## Step 1 · Convert HTML to PDF · 2 min

1. Open `https://fbtrainer.tojcampaign.com/agreement-pdf` in Chrome (or Edge)
2. `Ctrl + P` (or `Cmd + P` on Mac)
3. In the print dialog:
   - **Destination:** Save as PDF
   - **Layout:** Portrait
   - **Paper size:** Letter
   - **Margins:** Default
   - **Scale:** 100%
   - **Options → Background graphics:** ✅ **ON** (critical — otherwise gold accents don't render)
4. Click **Save**
5. Name the file: `TOJ-2026-HOOKS-001-Agreement.pdf`
6. Save to your Desktop or `Documents/TOJ-Contracts/`

**You now have a clean PDF with 6 signature field markers embedded.**

The markers are: `/sig1/` · `/name1/` · `/date1/` (TOJ side) and `/sig2/` · `/name2/` · `/date2/` (Client side).

---

## Step 2 · Create DocuSign account · 5 min

**Recommended plan:** DocuSign eSignature Personal · $15/mo · 5 documents/mo. Enough for the first 5 Trainer OS + Premium clients.

1. Go to [docusign.com](https://www.docusign.com) → **Try eSignature Free** (free tier: 3 documents · use for Hooks · upgrade if you close 2+ more)
2. Sign up with `Kyron.Cumby.1@icloud.com`
3. Verify email
4. Set up your signature (draw it on trackpad · or upload image · takes 30 seconds)
5. Set your default sender name: **Kyron Cumby · Trail of Joy**

---

## Step 3 · Upload the PDF · 3 min

1. From DocuSign dashboard, click **Start Now** or **New Envelope**
2. Click **Upload** → select `TOJ-2026-HOOKS-001-Agreement.pdf` from Desktop
3. Wait for upload (5-10 seconds)
4. Click **Next**

---

## Step 4 · Add recipients · 2 min

You're adding two signers: yourself (TOJ) + Hooks (Client).

1. **Recipient 1 · YOU (TOJ):**
   - Name: `Kyron Cumby`
   - Email: `Kyron.Cumby.1@icloud.com`
   - Role: **Needs to sign**
   - Signing order: **1**

2. **Recipient 2 · CLIENT (Hooks):**
   - Name: `Coach Margin Hooks`
   - Email: `[Hooks' email — confirm before sending]`
   - Role: **Needs to sign**
   - Signing order: **2**

3. Set **Sign in this order** toggle → ON (TOJ signs first · then Hooks · so he sees your commitment before his)

**Alternative:** If you want Hooks to sign first (some Producers prefer this to reduce his cognitive load), flip the order. Doesn't affect legal validity.

---

## Step 5 · Place signature fields · 5 min

DocuSign will scan the PDF and try to auto-detect fields. It won't get them all. Manually place:

### For You (Recipient 1 · TOJ) — Left column of signature block

1. **Signature field** on the empty signature line labeled "Signature" (left side)
2. **Name field** on the "Printed name" line
3. **Date signed field** on the "Date" line

### For Hooks (Recipient 2 · Client) — Right column of signature block

1. **Signature field** on his signature line
2. **Name field** on his "Printed name" line
3. **Date signed field** on his "Date" line

**Tips:**
- Use the sidebar's **Signature · Name · Date Signed** fields
- Drag each field onto the yellow highlighted areas (they're already positioned in the PDF)
- The `/sig1/` `/name1/` markers you see in the yellow boxes are just visual guides — DocuSign will hide them when signed
- Field size: ~1.5" wide × 0.4" tall for signatures · 1" × 0.25" for name + date

**Preview before sending.** Click **Preview** in top right → verify all 6 fields are placed correctly.

---

## Step 6 · Set the message · 3 min

1. Click **Next** or **Send** button
2. **Subject line:**
   ```
   Trail of Joy Player Management Group · Trainer OS Engagement (Doc TOJ-2026-HOOKS-001)
   ```
3. **Email message:**
   ```
   Coach — the Trainer OS engagement doc as discussed.

   Two signatures needed:
   · Mine (already done)
   · Yours (below)

   Should take 60 seconds on your phone.

   Payment link comes right after you sign.

   — K
   ```
4. **Reminder settings:** Auto-reminder every 3 days · expires in 14 days
5. Click **Send**

---

## Step 7 · Sign your side (TOJ) · 1 min

If you set signing order (TOJ first), you sign now.

1. DocuSign emails you the "You have documents to sign" notification
2. Click the link · opens in browser
3. Follow the yellow **Start** arrow
4. Click your signature field · adopts your saved signature
5. Fill name + date
6. Click **Finish**
7. Hooks now gets notified

**You've signed. Time to send Hooks the link — but the walkthrough call is where you tell him it's coming.**

---

## Step 8 · During the walkthrough call

Per the [walkthrough script](walkthrough-script.md) · Part 6:

When Hooks says yes:

> "Sending DocuSign now."

1. Switch to DocuSign tab · click **Send Reminder** on the envelope (this triggers a fresh email to Hooks)
2. Alternative: click **Copy signing link** and text/DM it to him directly · sometimes faster than email
3. Say to Hooks:
   > "Check your email · subject line 'Trail of Joy · Trainer OS Engagement' · from DocuSign · usually arrives in under a minute. If it's in spam, look for sender dse_na2@docusign.net"

4. Wait with him while he opens · shares screen if remote
5. Guide him:
   > "Click Start · sign in the yellow box · fill name + date · click Finish. That's it."

6. When he confirms Finish:
   > "Perfect. Sending the Stripe link now."

---

## Step 9 · After signature · what happens automatically

- DocuSign emails you: "Envelope Completed" · both parties signed
- DocuSign emails Hooks: same notification · attached fully-signed PDF
- Both parties can download the signed PDF anytime from DocuSign
- Signed PDF has audit trail: IP addresses · timestamps · geolocation

**Store the signed PDF:**
- Save to `docs/onboarding/hooks-trainer-os/signed-agreement-TOJ-2026-HOOKS-001.pdf` (LOCAL ONLY · never commit to git · add to .gitignore if not already)
- Send yourself a copy in a labeled email folder
- Optional: upload to your accountant's shared folder for tax purposes

**Never commit the signed PDF to git.** It contains PII (Hooks' signature, timestamps, contact info).

---

## Alternative platforms (if DocuSign isn't your preference)

- **HelloSign** (now Dropbox Sign) — cheaper · similar UX · $15/mo · 5 signatures/mo
- **PandaDoc** — more powerful · includes template library · $19/mo
- **SignWell** (formerly Docsketch) — cheapest · $8/mo · 3 signatures/mo
- **Adobe Sign** — enterprise · overkill for TOJ at this stage

All 4 accept the same PDF · use the same field-marker approach · same 60-second sign UX for Hooks.

**Recommendation:** DocuSign for brand recognition (Hooks sees "DocuSign" · trusts it). Switch to HelloSign or SignWell once you're at 5+ clients/mo to save money.

---

## Troubleshooting

### ❌ "DocuSign email went to spam"
- Common with older email providers · Gmail sometimes flags DocuSign
- **Fix:** Send Hooks the signing link via SMS · text: `Signing link: [paste from DocuSign 'Copy link']`

### ❌ "Signature fields aren't in the right spot"
- PDF-to-DocuSign coordinate mismatch · rare but happens
- **Fix:** In DocuSign editor · click each field · drag to correct spot · save

### ❌ "Hooks can't sign on his phone"
- Rare · usually browser issue · Safari on old iOS
- **Fix:** Ask him to open the link in Chrome on his phone · or on a laptop instead

### ❌ "Signed PDF looks weird / formatting broken"
- The original HTML→PDF didn't render cleanly
- **Fix:** Re-print the HTML with Background Graphics ON · re-upload · re-send

---

## Ongoing · after Hooks

Once Hooks is signed, save this envelope as a template in DocuSign:

1. From completed envelope, click **⋮ (three dots)** → **Save as template**
2. Name: `Trainer OS · Engagement Template`
3. Description: `TOJ Trainer OS · Tier 03 · SaaS · Founding Client customization notes in agreement-signable.html`
4. Fields are already placed · use for Patterson-OS · Youngblood-OS · every future Trainer OS customer

**One template · 10-second setup per future customer** (change name + email + send). That's the operational leverage.

---

## Cost tracker

| Item | Monthly cost | Coverage |
|------|--------------|----------|
| DocuSign eSignature Personal | $15/mo | 5 docs/mo |
| DocuSign eSignature Standard | $25/mo | Unlimited docs |

**When to upgrade to Standard:** Once you're consistently closing 3+ Trainer OS or Premium clients per month. Costs $10 more but removes the 5-doc cap.

Add this line to Money Tracker `/money` Section 06 Runway · **Monthly burn: +$15**.

---

## Change log

| Date | Change | By |
|------|--------|-----|
| 2026-07-14 | DocuSign setup guide for Hooks + template pattern for future clients | Kyron + Claude |