# Usalama Signup Document Send Plan

**Updated:** June 11, 2026  
**Purpose:** Define which documents should be sent or shown after each request type.

## Current Delivery Setup

The public Netlify Forms now redirect submitters to audience-specific packet pages:

- Parent / visitor / pilot form -> `/thank-you-parent.html`
- Investor / advisor / partner form -> `/thank-you-investor.html`

This gives every requester immediate access to the correct documents after signup. True email auto-send requires connecting Netlify Forms to an email or automation provider such as Zapier, Make, HubSpot, Mailchimp, Beehiiv, Resend, Postmark, or SendGrid.

## Document Packet

| Document | File | Audience | Purpose |
| --- | --- | --- | --- |
| Signup packet index | `/documents/` | Staff and broad follow-up | Master packet and send rules |
| Parent and pilot brief | `/documents/parent-pilot-brief.html` | Parents, guardians, youth programs | Explain product, pilot fit, and safety boundary |
| Investor and advisor brief | `/documents/investor-advisor-brief.html` | Investors, advisors, strategic partners | Explain thesis, wedge, status, and diligence links |
| Privacy and safety one-pager | `/documents/privacy-safety-one-pager.html` | Everyone | Explain no continuous tracking, child safety posture, and disclaimers |
| Roadmap and technical analysis | `/ROADMAP_TECHNICAL_ANALYSIS.md` | Investors, advisors, technical partners | Show roadmap, backend path, release gates |
| Investor readiness roadmap | `/INVESTOR_READINESS_ROADMAP.md` | Founder, investors, counsel, advisors | Show what must be complete before accepting investor funds |
| Misuse prevention plan | `/MISUSE_PREVENTION_PLAN.md` | Legal, safety, privacy, security, investors | Show hacking and misuse controls |
| Parent-child MVP technical spec | `/PARENT_CHILD_MVP_TECHNICAL_SPEC.md` | Technical advisors, developers, diligence | Show architecture, schema, routes, platform limits |

## Send Rules

| Request type | Send immediately | Follow-up owner |
| --- | --- | --- |
| Parent / Guardian | Parent brief + privacy one-pager | Founder or pilot lead |
| Youth organization / coach / church / camp | Parent brief + privacy one-pager | Pilot lead |
| Investor | Investor brief + roadmap + privacy one-pager | Founder |
| Advisor | Investor brief + relevant technical/misuse documents | Founder |
| Technical partner | Technical spec + roadmap + misuse plan | Founder or technical lead |
| Legal / privacy / security advisor | Misuse plan + technical spec + privacy one-pager | Founder |
| Media / community supporter | Privacy one-pager + public site | Founder or marketing |

## Parent / Pilot Email Template

Subject: Your Usalama parent and pilot information

Hi {{first_name}},

Thank you for joining the early Usalama list.

Usalama is building a child safety alert workflow that helps children notify trusted adults before danger escalates, without continuous tracking.

Start here:

- Parent and pilot brief: https://usalamasafety.com/documents/parent-pilot-brief.html
- Privacy and safety one-pager: https://usalamasafety.com/documents/privacy-safety-one-pager.html

If you are open to a short discovery conversation, reply with your city/state, your role, and the best way to reach you.

Important: Usalama is in development and does not replace 911 or emergency services.

Darryl  
Usalama, Inc.  
darryl@usalama.com

## Investor / Advisor Email Template

Subject: Usalama brief and diligence links

Hi {{first_name}},

Thank you for your interest in Usalama.

Usalama is building a consent-based child safety alert workflow: one child action, a trusted Safety Circle, best-available emergency context, and no continuous tracking.

Start here:

- Investor/advisor brief: https://usalamasafety.com/documents/investor-advisor-brief.html
- Investor readiness roadmap: https://usalamasafety.com/INVESTOR_READINESS_ROADMAP.md
- Roadmap and technical analysis: https://usalamasafety.com/ROADMAP_TECHNICAL_ANALYSIS.md
- Privacy and safety one-pager: https://usalamasafety.com/documents/privacy-safety-one-pager.html
- Misuse prevention plan: https://usalamasafety.com/MISUSE_PREVENTION_PLAN.md
- Parent-child MVP technical spec: https://usalamasafety.com/PARENT_CHILD_MVP_TECHNICAL_SPEC.md

This information is for discussion only and does not constitute an offer to sell securities.

Darryl  
Usalama, Inc.  
darryl@usalama.com

## Automation Recommendation

Phase 0:

```text
Netlify Forms
↓
Zapier or Make
↓
HubSpot or Airtable
↓
Mailchimp, Beehiiv, Postmark, or SendGrid
```

Minimum automation fields:

- Form name
- Full name
- Email
- Phone
- Interest type
- City/state
- Consent version
- Source URL
- UTM fields
- Submitted timestamp
- Assigned owner
- Next follow-up date

## Legal Note

These documents are operational and marketing drafts. Attorney-reviewed Privacy Policy, Terms, SMS consent language, testimonial permission language, and securities/investor materials should be finalized before paid pilots, major fundraising outreach, or production child-data collection.