Workshop Format. Introduction. Start-Up & Run a Successful Notary Business Have a Plan!
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1 Start-Up & Run a Successful Notary Business Have a Plan! Valerie Barrett Notary Docs Irvine, CA Welcome to the NNA 2016! Anaheim, California Workshop Format Speaker Introduction Workshop Presentation Bingo! Q & A Workshop Evaluation Introduction Building A Successful Notary Business The general public Great Clients Marketing Value & Lifestyle A possible pitfall to avoid State Requirements Education & Community Involvement Do what you value = earning more 1
2 Are You Ready To Build Your Business? Companies are distinguished by the wholeness of their people. - Objective View - Subjective View Do what you enjoy. - Specialize in documents that you enjoy Who Are Your Customers Clients and Customers The Good The Bad The Ugly Your great customers pay for your business. Marketing Cycle of 4 Steps 1. Marketing Target 2. Grow Your Audience 3. Create a Stable Customer Base 4. Build New Customers 2
3 Marketing Cycle of 4 Steps 1. Target - Stick to Good & Great Customers - Website - Connect with social media Facebook, LinkedIn, Twitter, Yelp, Instagram, Pinterest, YouTube, Tumblr. 2. Audience Marketing Cycle 4 Steps Escrow, Title, Banks, Brokers, Attorneys, Senior Care Centers, Adoptions, Hospitals, Wedding Venues, Business Documents, Lien Releases, Conferences, Social Media, Networking Groups,.Diversify 3. Creating Customer Value Maintaining Customer Service. Work hard to get more. Marketing Cycle of 4 Steps 4. Establishing a Customer Clients wants & needs Creating a niche Building your own clientele. 3
4 Define Your Brand Define your brand and become an expert How does your brand fit your industry? Image Establish a presence Tag line What Is Your Business Statement? A written Mission Statement Testimonials List of provided Services & Fees Bargain Simple Value A Notch Above Top Tier Entrepreneurial Vision Take Time To Plan Your cost of setting up a notary business. Maintaining the cost of your notary business. Social Media Websites, GoDaddy, Twitter, Yelp, Facebook, LinkedIn. 4
5 Building and Growing Your Notary Business Bookkeeping Office Location Live Scan Quick Books Scheduling Mileage Keeping Up With Technology Smart Software Tablets, Laptop, Desktop Printers -Laser Jet vs. Ink Jet Scanner Ink & Toner Must-Have Tools Secure Briefcase Journal, Seal, Ink (Thumbprints) Certificates Billing/Collection Letters 5
6 Absolutely Never Fail to document all your journal entries. Lend your commission stamp, embosser or sequential journal. Give legal advise regarding any document. Absolutely Never Notarize an incomplete document. Backdate or postdate a document or your Sequential Journal. Use an interpreter. Forget to confirm the principles ID. Is it Daniels or Daniel? 6
7 Required by California State Code Notarizing for the Blind Trust Documents Durable Power of Attorney Health Care Directive Loan Docs Selecting Type of Business Sole Proprietorship Partnership Corporation S. Corporation Limited Liability Company (LLC) 7
8 The Importance of Perception Would you hire yourself? Why would you hire yourself? What can you bring to the table to help our company grow? Perception in the workplace is often a key difference for success. Especially early in your carrier/business. To Be Successful Be Early, Not on Time: - The best saying I have heard on this topic is: to be early is to be on time. To be on time is to be late. To be late is to be forgotten. Protect Your Business Independent Contractor Indemnity & Insurance Contractors Agreement E&O Insurance Bond 8
9 Set Up Your Goals Notary Approval Requests Applications Write down goals. Two new Notary applications a week. Follow up Update resume. Connect with new people Look for new opportunities Signing companies, new local businesses Get Involved Education & Training Sign Up for Online Workshops & Tutorials Chamber of Commence Local Business Building Groups - Networking Can You Hold a Commission in More Than One State? Personal Growth Work and life balance Mentoring others Community activity Developing a team of professionals Languages you are proficient enough to complete a signing Become an expert 9
10 Presenter Information Valerie Barrett Notary-Docs Signing Agency Signed, Sealed, & Delivered Mobile Notary Service Office Website: 10
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