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Boost sign request

hey what's up guys Brandon Wong here with faucet marketing and in this video I'm going to show you how to set up your signature so that when you on board your clients it's a very streamlined process of them signing with you and I'm gonna use a software that is compatible with zapier so it can be used to trigger other activities so it starts with you formatting your your marketing service agreement and just having these empty spaces here so this is my agreement that I use what you want to do is download it as a PDF if it's not already a PDF download as PDF okay there it is now if you don't already have a sign request account I highly recommend you sign up with them I can attach a affiliate link to this video somewhere to where you can sign up it is a great balance of price and functionality and it's compatible with zapier which is something I couldn't find with some of the more famous ones like DocuSign and so yeah we're gonna use some requests so the first step what you're gonna want to do is create a template so one of the things I like about this software is that you can have unlimited templates so click on templates create a template and then we're going to go ahead and drag and drop our contract into here now it's uploading converting okay go ahead and name it something logical so here's the name I'm gonna go ahead and delete this number two off the end okay so my agreement no tags that's fine and then what we're gonna do is we're just gonna start populating these fields with what go in those fields so client name one of the things you need to understand to here is that by default it will send the contract to everybody at the same time which isn't necessarily what you want I like to review the contract first and fill in some of the information first before I send it to the client so what I'm gonna do to accomplish that is add a tick mark here to the contact so now zero means it'll go to me first and then it will go to them once I'm done so let me see what this does okay I'm just curious so what we do is click over here hit text this is going to be for the contact to fill out so and it will be required so we will just hit save and then we're gonna drag this to make it fit properly in there okay and then we'll put here let me I'm a perfectionist I like this to be the right spot okay and then what we're gonna do is do another one another text actually I'm curious if I click the date will it let me pick the date we will not pre-fill we will make it required though and we're gonna have the contact select that okay so the contact is going to define their effective date some what I like to do is just let them know that they can pick a date usually I say to if they want to get started as soon as possible and go ahead and put today's date but sometimes you'll you'll be working with a prospect that is we're just entering a holiday and they want to wait a week but they want to go ahead and sign now then you can put a date that's a week from now so and let's see billing let's put another text item in here and let's see go ahead and save that this is a parameter that I'm going to define as the the service provider so I'm gonna go ahead and change here go back to the text instead of contact one it's gonna be me the sender so I'm gonna save that and see how it changed colors another one that's gonna be defined by me as my scope of work I'm gonna go ahead and expand it and typically because I work with a lot of mortgage clients but I put in here is somebody that's expressed interest in generate and in purchasing a home or obtaining a loan and then I I just ended at that so if you get too specific here it will hamstring you so like say your client wants to start off with Facebook ads and then later you decide you want to use Google Ads you don't want to say we're just doing Facebook ads and here you just want to keep this relatively generic and explain to them upfront what you're gonna be using so that's just my personal opinion you can do that however you want so anything anytime you're dealing with a contract or a legal agreement always seek competent legal counsel talk to an attorney I am NOT an attorney so none of this is legal advice to continue right along we're going to talk about here the management fee so what I like to do is put I define that so we're going to go head and put a little text box on there save squish it down let's make it fit here okay so the only reason there are two boxes - instead of just one is sometimes you might charge a setup fee so you the initial fee might be higher my I typically say it's the same but whatever you negotiate you can set it up that way okay so those two defined by me initial term I like to try and get three months but again I'm gonna fill this out three months is usually because of the closing cycle on mortgage is so long you want people to commit to at least like 90 days just adjust this based on what your needs are on what you think the closing cycle looks like for your particular clients so I like to say at least 90 days but that's up to you but is how long I'm holding them under contract and then it goes month to month after that so let's see go back down here it's a parameter so if the client is gonna fill out so I'm gonna go ahead and change this to sender contact required okay we're going to go ahead and do that and then you'll see it it does the same size every time once you resize something it will it will replicate that for the next one you create let's took that there do one for name and then we're gonna drop them signature box in here so that's this will drop that contact signature box in here up a little bit I'm gonna drop a signature box in here for me drop that puppy right there and we're gonna do date we'll keep that open as a text oh no let me cancel that put a calendar date in there and then we're not gonna pre-fill it we're gonna let uhm let them put that in there okay required and do another one here actually like that the contact hit save and then the date we're going to not pre-fill the date and it's gonna be me okay save that fix it okay now the payment authorization form this is a form that I use with my clients so that they understand that I'm gonna be billing a a card or a savings checking or savings account they get to define that so what I'm going to do is go ahead and put the text in here for the client I'm going to put the dollar amount in here and actually I'm gonna go ahead and set these parameters I don't want them defining what they're gonna pay on here well will happen to go she ate that ahead of time yeah add another one and I'm gonna change the who edits it text it's gonna be me whoops okay and this one as well text sender yep and this is gonna be defined by the contact let's put that right here I'm gonna do something here something here SiC to hear something here we'll format these here shortly let me just get them all in there okay this credit card authorization form or payment authorization form is important because if anybody ever does it charge back and claims that they didn't give you authorization to charge their card then you have proof to where you can dispute it and unfreeze those funds or get the funds back if they do a charge back so very important to have a offers a tional form signed okay so these are all going to be filled out by the client this first one looks pretty good we're gonna move this one over with this one over I shrink that one a little bit that one over that over that over that and that we're gonna shrink this one down like that shut that one down that one down this is a little time consuming so just a word of caution you want to make sure your contract is good to go and the way you want it before you do this because if you make any changes to the contract and need to re-upload it you're gonna need to do all this again so or just if you have a virtual assistant or an administrative assistant have them teach them how to do this and then never make any changes you can get it done quickly I can't see there ever you squish this one oops squish it through a little bit this one a little tedious but it's worth it up front because then you're not chasing contracts down he just uses a system and it will send it over to them just sign and all will be well everybody gets a copy when it's done okay I do pass the processing fee on to the consumer so you can change that if you want it's just whatever contract that you use make sure it reflects printed name needs to be here printed name signature so they're gonna sign in two places well do you big let's squish that a little bit over right there and then the date goes here do not pre fill it save okay so that's that's basically it just double check your work before you save it you can come back and change the field later in fact we're gonna do that in another video but let me go back in here now to save it as a template double check your work let me let it load up okay so the client fills that out client fills that out I fill this out I fill these out yep all that stuff client fills all that out I fill this out I am priority so I will get this contract first review complete and sign and then I will send it to the client if you second gonna get a second let's see mmm email subject we're gonna call it that's fine that's not okay subject line you can edit the message if you want to edit subject line I'm gonna leave that alone I do like to set them to expire after 30 days and do you send automatic reminders that's fine and close this okay and then we're gonna save it and then now when when I get a new client I could just send them a link to this or I can initiate a new one so watch let me go to documents add a document to sign and then you can just use this drop-down up here's on now your template is in there so that you can quickly click on that and then select an email what why is it telling me does not exist that's weird oh here I go back to my documents I had a document design template template does not exist huh that's strange because I just created it why is it saying that templates no tags okay I guess I could just hit sign request if that works okay yeah so that's that's the template and then you can actually add your contacts in here that you want to email and have them sign but I'm gonna show you another step that we're going to add in the next video of how we can tie this into our automation so that it comes with some of the forms prefilled and what we can do is tie it into our high-level account to where when a opportunity changes stages it's going to trigger this contract so I hope you enjoyed this video and I will see it the next one take care bye bye