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Personalized Service for Notaries - Business Advanced Plan

Personalized Service for Notaries - Business Advanced Plan

Starting or growing a notary business requires the right tools, guidance, and networking. Our Business Advanced Plan for $65 per month is designed to help new notaries establish themselves in 4-6 months with extensive collaboration. Here’s how we help at each stage:

Certificates Needed: It is necessary to have these certifications. All major companies and signing services require these, and having them helps us serve you better and more efficiently

  • Commission Certificate
  • Errors and Omission Insurance
  • Background check Certificate
  • Surety Bond (optional)
  • NNA certification for Loan Signing Business or any other equivalent certification

If you're missing any of these, please schedule a meeting with us here, where we explain how to get these documents

LLC / Company Setup : "No, you do not need an LLC to start a notary business. We advise our customers not to start an LLC unless they are consistently making more than $1,000 per month

As to whether or not you should get an LLC or be a Sole Proprietor, you should consult your own accounting, tax or legal professional depending on your financial situation

With that clarified, let's review the services we offer, what we require from you, and what we deliver.

Setting up the foundation

The first step of any new business is establishing your Digital Presence . Here are things covered under each section

  • Business Name: Based on your business name, we conduct a trademark or copyright violation search and advise you on its usability.

 However, if you wish to trademark or copyright it, that is outside our scope, and we will direct you to an appropriate vendor.

  • Logo Design: Get a professional logo designed to reflect your business identity.  

  We provide you with three logo suggestions based on your initial feedback and include edits to ensure your satisfaction.

  • Website Domain: We assist you in purchasing your domain. The domain purchase cost is your responsibility. We can assist you in purchasing it or transferring it to you if bought through us.

  • Professional Website: We create a tailored website to showcase your services and build credibility.
- Multi Page  
- Custom Design  
- SEO Compliant  
- Scheduler Linked  
- Google Keywords
  • Business Mailbox (Professional Mailbox Setup and/or Mobile Number): We set you up with a professional mailbox (e.g., [email protected] or [email protected]).

     This is optional; most customers operate with a Gmail or Yahoo mailbox.

  • Online Scheduler : An online scheduler, where customers can see your services and book your services directly. All Appointments go into your calendar and signers and clients are notified.

  This is a part of our broader product offering

  • Social Accounts : We create your accounts on the following platforms.
  • Google Business Profile: We create and verify your Google business profile. This is an important source of leads for you.
  • Social Media pages (linked to your personal account)
    • Facebook Business Page
    • LinkedIn Business Page
    • Instagram Business Page
    • TikTok

All these pages are created from the existing email that you have given. You can avoid this step, if you already have this profile.

  • Social Media Scheduling solution : We link all your social media accounts under a single scheduling solution, providing you with 24/7 access. We take approval and pre-schedule your content.

Create Content once, upload it once and it gets posted everywhere.

  • Blog solution: Receive a blog solution where you can write content and articles to establish yourself as a thought leader in your field.

Revenue & Growth

Once you have your foundations, it's time to focus on activities that bring you direct business.

Let's break down what we do here and how it assists you.

Signings are of 2 types

  • General Signings :

From individual persons, neighbours and everyday people. These are one off orders.  It's challenging to have predictable revenue when relying solely on general signings.

Customers find you using Google search, Google Maps or via RON platforms

What we do here

  • Google Maps: Our Google Maps covers the first level search
  • Flyers and posters: We design flyers and brochures that you can use to market your services. These flyers contain your contact information and a QR code that enables clients to reach you directly.
  • Listing on Business Platform:Listing on Business Platforms: We set up your profile on common online search platforms, such as
  • Yelp
  • Trust pilot

 Yellow Search

  • Any Business associations in your locality

Ensuring your presence here builds business over time.

  • Loan Signings :

From Dedicated Clients such as Title Companies, Signing services, Escrow offers , who give you regular orders.

This is the holy grail of notary business. You should aim to build as much as network and connections here.

  Title company Marketing

  • List of Title Companies, Escrow Officers, Attorneys in your city to expand your client base. ( With their email and linkedin URL)
  • Email Templates for Marketing: Pre-written templates to reach potential clients professionally.
  • Email Marketing Setup: Guidance on email campaigns for maximum outreach.
  • Best Practices Guide: Learn industry secrets to maximize efficiency and client satisfaction

  Signing Services Onboarding

  • Profile Set up:  Assist and set your profile up and running on Major Platforms
  • Snapdocs
  • Signing Order
  • Notary Dash
  • Notary Rotary
  • Proof ( Formerly Notarize)
  • Other List
  • Get almost 100 signing services list that you can reach out and  build connections

This takes a lot more time, but the payoff is lot of invoice per signing and a steady stream of revenue

We assist you in each item as described and how best to approach them

Other Important benefits ( On Going)

  • Monthly Open House Q&A with Industry Experts to address your concerns and help you stay ahead.
  • Active Social Media
  • Our team designs  up to 10 posts each month and posts on all your social media. This ensures your profile is active and stays on top.
  • Design services: Get 3 bespoke design requests per month. Get a designer to work your creative dream.
  • LLC Formation Assistance: Get your LLC registered at an attractive rate with our vendor partners.

These services help you get your business up to speed in 3-4 months and ensure you have sustainable business growth with consistent signings.

Each of these activities take close collaboration and helps in setting up your foundation quickly.

We hope this Article provided our deliverables against each section. Please feel free to reach out to us in case of any queries.

Schedule a free consultation with us to know more