Agency page first
Use when the lead complains about client asset chaos, buried approvals, revisions, handoff confusion, or billing proof.
Execution layer
Do not send the same DocSafe page to every lead.
The offer is one workflow thesis, but the send path should change by buyer type. This page fixes the routing problem: who gets the main page, who gets the vertical page first, and what should be sent only after the first sign of interest.
- 4 public DocSafe pages now live
- 1 router for buyer-specific sending
- 0xB3... payment route stays consistent
Routing Logic
Match the page to the operational pain, not to the industry label alone.
Legal page first
Use when the lead complains about draft control, signer readiness, version uncertainty, approval trail, or final archive clarity.
Recruiting page first
Use when the lead complains about missing candidate documents, onboarding delays, compliance readiness, or messy client handoff.
Send Table
Use this sequence when routing leads.
| Buyer Type | Use This Page First | When To Send | Signal To Watch | Next Link |
|---|---|---|---|---|
| Generic ops pain | DocSafe Flow | After warm interest or explicit workflow pain | They acknowledge scattered files or unclear approval path | Close Board |
| Agency account / client ops | Agency Version | After they mention client approvals, assets, revisions, or billing friction | They talk about files in chat or unclear sign-off | Main Offer |
| Legal / signing ops | Legal Version | After they mention contract control, signers, or archive clarity | They are unsure which version was approved or sent | Main Offer |
| Recruiting / onboarding ops | Recruiting Version | After they mention missing candidate docs, onboarding readiness, or handoff mess | They are repeatedly chasing documents | Main Offer |
Short Order
Use these three rules to stay disciplined.
Do not cold-send the payment page
The payment page is for movement, not for prospecting. Use it only after the buyer accepts the scope direction and passes through the close step.
Do not overload the first send
Send one page, not four. If the buyer wants detail, then branch to the main offer or payment route.
Keep the wallet route stable
Offer pages may change by buyer, but the settlement route can stay consistent to reduce friction.
After Reply
Once they answer, move to reply handling, then into the close step.
Reply handling
Use the reply board when the buyer wants more detail, worries about risk, or is ready to move.
Open Reply BoardClose discipline
When the buyer is commercially ready, move them into the close board before sending the wallet page.
Open Close Board