Dec 14, 2022 I almost didn’t graduate high school because of two subjects: Keyboarding and algebra. Keyboarding, by the way, was still done on a typewriter in 1996 Show Low, Arizona (somehow that was 26 years ago). I wish I could say my failing grade was because I had some clairvoyant vision that computers were the wave of the future, and typing was obsolete, but that wasn’t it. I just didn’t go to class (and I still can’t type). That was the pitfall of being 18 years old for my senior year: I could sign myself out of school. And algebra… Well let’s just say I disagreed with Mr. Butler’ insistence that letters of the alphabet should be commingled with numbers to create a math problem (emphasis on problem). Letters and I got along just fine in English class, geeking-out alone on paper, writing essays and book reports. But throw them in with mathematical equations, and suddenly they act like they don’t know me anymore. The alphabet started treating me like “Mean Girls.” I could not sit with them anymore. At least not in math class. Fast forward nearly 30 years and zero college degrees later, and here I am creating the Notary Client-Getting Formula that has both numbers and letters in it. Look, Ma’, I’m doing math stuff! Mr. Butler, eat your heart out. I learned the term “client-getting” from my mentor, Ray Edwards. I’ve been using that term for about two years, much to the chagrin of my book editor, Beverly. She’d much prefer I use the term, “client acquisition.” She’s right, of course. That’s what makes her a great editor. But “client acquisition” is way too stuffy and convoluted for me. I like the term “client-getting” because that’s exactly what we’re setting out to do: get clients. So let’s look at five questions you can ask yourself to get more clients. The Notary Client-Getting Formula Get ready, kids. We’re doing some math today. (not really, but roll with me here) Here’s what this looks like: It’s easy. W²(H)+V= $ The sum of; Who, Where, How, & Value, is Revenue. W #1- Who is Your Ideal Client? Beware the trap, “Everyone is my client!” Sure, as a notary public, it is actually going to be true for most people in the country because they WILL likely need your services at some point in their lives. But adopting that broad definition isn’t going to serve you. You’re not going to get more clients trying to appeal to “everyone.” You have to be specific. Get clear about who you want to work with. This definition will help inform your marketing efforts, advertisements, events, blogs, and…everything. It is not enough to say "attorneys" are your ideal client. What kind of attorneys? Where are they? Who they serve? What do they need? How do they treat you and their clients? What volume do they have? What are they willing to pay you? With more clarity comes more clients. I have a detailed explanation about how to identify your ideal client in my recent book, The Notary Business Building Challenge (sometimes less than a dollar on Amazon). W #2- Where Do Your Clients Hang Out? Okay, so now you know WHO you want to work with. Next, we focus on WHERE to find them. This is where the invitation to get really creative and think outside the box comes into play. No matter who you have chosen as your ideal client, they congregate somewhere. Your mission, should you choose to accept it, is to discover where that somewhere is. Here are a few ideas: Online groups and communities like Facebook, LinkedIn, Circle, Mighty Networks, MeetUp, and others. Live conferences, workshops, seminars, and retreats. Associations, clubs, corporate or non-profit boards, etc. Local networking groups, service organizations (like Rotary, Kiwanis, Chamber of Commerce, etc). It will blow your mind how many different, and highly specific, events exist. Hospital administrators have their own events. Specialized attorneys have their own events. Small car dealership owners have their own events. If you really want to go down the rabbit hole, get connected to other companies that market to the same clients you want. Every industry has other brands, companies, and innovators providing value and service to that industry. Get on their list. See what’s hot for that industry. What are the buzzwords they are using? Where’s the next conference? All of this will help you be a better connector and get more clients. H- How Do You Get Closer to Your Client? Remember in elementary school, when you were assigned a seat on the first day. Who became your best friend? Likely someone sitting close to you. Your goal is to “sit close” to as many of your ideal customers as possible. And, just like back in the school days, you’ll hit it off with some, and not so much with others (remember the Mean Girls?). Getting in the orbit of your customer gets a lot easier after the previous two W’s, right? You know exactly WHO you want to work with and you have a pretty good idea of WHERE to find them. Now your ‘H’ is to be in their orbit, within arms reach of a connection or relationship. Those deeper connections don't happen from the couch. You have to be in the arena. But HOW can you get closer in the arena? Here are a few ways you can do that. Simply follow them on social media. This is the most passive way to get in their orbit. Look for ways to support and opportunities to engage. When appropriate, or relevant, like, comment (thoughtfully), and even share their content in your own feeds. Join an online community with them. And then, sit back and observe, hunting for ways to add value to group conversations. Do NOT just jump in and start hawking your services. Find ways to help members of the online community through information, resources, referrals, stories of your experience, etc. Start your own targeted online community or group. This is done best when it’s not so “on the nose,” like, say, “Probate Attorneys Who Need Notaries.” A better approach could be, ‘Elder Care Support Professionals Group.’ You’ll get a mix of membership which will make the group powerful and valuable to the members, and it will give you direct access to them. You will be an authority figure in your space, simply by being a thoughtful administrator of a group they see value in. Attend one or more of the LIVE events you have identified for client-getting. In fact, attending five of these events each year will likely give you more clients than you can handle. Sub-note: Attending versus participating versus optimizing are all different things. If you’re going to attend, you might as well participate. And if you’re going to participate, you might as well optimize every opportunity. Sponsor an Event. The next level to attending those client-getting events is to help sponsor one or more of them. Get a table, booth, ad, or whatever your budget and brand can handle. Be a Speaker. And the next level to sponsoring those client-getting events? Being a speaker or presenter at them. Many of these event planners struggle to find relevant topics and dynamic speakers. This is a powerful way to bring value and establish you as the expert in your city. V- Add In Your Value As a notary public you have to think bigger than your stamp when it comes to your value. Think about it: What do you bring to the table? Notary stamp? Sure. Mobile convenience? Yep, for sure-this is a huge one. You want to work with people who value their time over money-that's the convenience economy. And… What about all the extra training you take to not just be another mediocre notary, but to be an extraordinary notary? What about all the characteristics you have that help mold your personality? Your attention to detail. Your organization skills. Your outstanding grammar and spelling. Even your sense of humor. Your ideal clients want to work with people they know, like, and trust. This level of relationship happens when you dominate the four pillars: Pillar One: Competence- the ability to get the job done right. Pillar Two: Confidence- Demonstrating those abilities as a professional. Pillar Three: Integrity- Knowing exactly what you can do, and what you can’t do, and honoring those boundaries. I shared a vlog about six practices of integrity that can help you develop this skill here. Pillar Four: Likeability- Being interested in others, being interesting to others, and taking 100% responsibility for your emotional wake. This winning formula of knowing who your ideal client is, where they congregate, how to get into their orbit, and providing undeniable value, equals more revenue for your business. W²(H)+V= $ I don’t think this is what Mr. Butler had in mind as he etched his algebraic hieroglyphs on the chalkboard, but the formula works nonetheless. If you want more appointments, you have to hang around with more people that will hire you for those appointments, and constantly bring value to those relationships. It’s not rocket science. It’s just the Notary Client-Getting Formula. Please let me know what you think of the formula, math in general, or what you'll do next to get more clients, in the comments below.

How to Use Artificial Intelligence (ChatGPT) to Create Content for Your Notary Business Dec 16, 2022 You can listen to this blog on YouTube here During my recent Prolific Content Creation workshop at NBB, a student asked me what I thought of using Artificial Intelligence (AI) to write content for blogs. This is literally a workshop where I write a piece of content, like a blog article, from scratch, in collaboration with fellow members, and we make it customizable so each notary can use a personalized version of it on their own platforms. So… Being the writer snob that I am, shared my distaste of some random robot wrecking my craft. I wasn’t a fan. Writing is supposed to be pure, I said. It’s supposed to be an extension of our soul, I cried. It’s our personality on paper, I pontificated. Blah, blah, blah. The fact is, not everyone enjoys writing as much as I do, and that’s okay. That doesn’t mean the need to write or otherwise create valuable content is any less important. Content should not be ignored. Content creation is critical for next level success. This is how your ideal customers get to know, like, and trust you. I’ve been preaching it for over five years now. If more notaries did it, more phones would ring. But with Artificial Intelligence? Isn't AI supposed to destroy the world? As I pacified my fears of a “Terminator” style end of civilization-as-we-know-it with a cookie and a nap, I said, hmm, what if…AI actually makes content creation more accessible to those notaries who think it’s out of reach right now? I mean, if I truly believe that content helps build successful businesses (I do), and notaries need help creating content (they do), then shouldn't I at least give it a look? So I tried it using ChatGPT (free) and an app that uses their AI, Chatteo (paid). How good could a robot’s writing be anyway, right? Here’s the response from Chatteo to the very first message I sent, “mobile notary near me”: Okay, not bad, robot. Not bad at all. Decent definition. Great tip on finding a notary for sure. It’s not perfect. But then again, what writing is perfect, especially on the first go-round. Hemingway said, “The first draft of anything is sh!%.” And some of these other samples I got from ChatGPT were exactly that, sh!%. Lemme show you what I mean. When I messaged “How much does a mobile notary cost?”, here’s the response I received from Chatteo: But I think I like ChatGPT's answer better when I tweaked the question a bit to, "How much is a mobile notary": And what if we wanted to write something about another service we commonly offer in our business these days, apostille facilitation? I asked Chatteo, "What is an apostille?" Here's what it had to say: And here's what happened when I asked Chatteo, "What's the best way to get out of a speeding ticket?": Note to self... While imperfect and incomplete, these auto-produced responses are actually quite good for prompts. With a little tickling of the keyboard, AI programs like ChatGPT could be the answer for notaries who struggle to create content. In the Prolific Content Creation course, we just wrote two articles; one about the REAL ID updates, and one about the rise in "smishing" scams. Combined research included reading at least 12-15 different websites and resources and we created some decent content. I was curious what ChatGPT would do with it. Chatteo: Ultimately, pretty worthless, but it might be a good starting point. But look what happens when we asked the chatbot, "How can I avoid a smishing attack?" The suggestions generated from AI are similar to what we found in all the research (see our article here). And if there was a bit more of a story here, sprinkled with some personality, this might actually be a valuable piece of content. Be aware that using Artificial Intelligence comes with some risks of inaccuracies (among others). Look at this example of the question I asked, “What is In-Person Electronic Notarization?”-legal in all 50 states, and is, in fact, performed in-person. Incorrect info from Chatteo: The answer provided was clearly about Remote Online Notarization (RON)- which is not yet legal for notaries in all 50 states to perform, and is done virtually. That’s a big deal. If you decide to use AI, use it wisely and with appropriate due diligence. This is relatively new technology and we'll need to be patient and observant. If you want to take a stab at it, here are my suggestions. Five Ways to Get Started with Artificial Intelligence to Write Your Notary Content: Visit ChatGPT here (it's free) Tinker and play with it a bit. It’s insanely simple to use and gets smarter every day. (yes, I paid about $6 for 500 credits on the paid app, Chatteo, from the app store so I could play with it…a lot!) Ask better questions to get better answers. (And yes, 500 credits on Chatteo goes pretty fast!-stick to the free ChatGPT website) Use your results as a writing prompt only. Utilize it as a launch pad instead of the final destination. Add your personality and your own state-specific information, to make it relevant and valuable for your prospects. Get creative with where you use your content. Consider: Blogs Vlogs (video blogs) Social Media Posts LinkedIn Articles Google Business Profile posts And certainly emails to your database Never forget that YOUR personal flavor and personality is ultimately what makes or breaks your business. If your content reads like a robot wrote it, no one is going to read it. More importantly, your prospects miss out on an opportunity to get to know, like, and trust you. Which means, they probably won’t hire you. I asked Chatteo "What are the best questions to ask an attorney before you hire them?" Now this is a great launching point for a useful article. This could be enhanced with a personal story of yours, or a story you heard somehwere. You could add your own flare, and then easily optimize for keywords and phrases you hope to rank for in Google. This is where I see the value of AI. It can help us be more efficient content creators. We all struggle with coming up with content ideas, even if you love to write. And who has time to read 12-15 research articles every week? It looks as though a tool like ChatGPT or Chatteo might help. As there often is with new technology, and according to the Search Engine Journal, there is debate over ethical use of AI generated content, and whether or not Google considers content written by AI as auto-generated content, which could trigger a manual penalty (whatever that is). The last thing we need is to be in Google-jail (again). Use AI as the tool it is, not the end-all-be-all. Avoid a simple copy and paste of the responses you receive. Trust your inner creative and enhance the response to assemble a valuable piece of content for your ideal customers. Consistently creating & distributing content has helped double my audience and my revenue many times over, both as a field notary, and as a trainer, author, creator, and investor. I know it will help you too, no matter which direction you choose to scale or pivot your business. And if using AI helps you create consistent content, I say go for it. Content creation is that important. Still not sure? Ask the chatbot. I did. This Artificial Intelligence has taken "Know Thyself" to a whole new level. If you’re scribe-raging me right now for advocating the possibilities with artificial intelligence, I get it. It took me a minute to embrace the inevitable as well (I think the tech layoffs of late are going to cause a surge of innovation in the next 2-3 years, and AI is a hot focus right now). So if you happen to be a fellow graphomaniac, rest assured, even with AI, and maybe because of it, the divide between good writing and great writing will widen. And therein lies another opportunity. It’s everywhere. Tell me what you think. Will you try using artificial intelligence to create content for your notary business? Bill Soroka teaches a Prolific Content Creation Course in the Notary Business Builder advanced mastermind program. He is also the best selling author of three books (and counting) designed to help notaries.

How many people do you think you know? Back when I worked in the peripherals of the wedding industry, we estimated that the average wedding invited about 300 people, with 150 friends & family for each person getting married. But advances in social media have changed things. By some estimates, the average American knows about 600 people. As a small business owner, I bet your network is even bigger. Think of all the people we meet! Signers, escrow officers, attorneys, medical staff, maybe a day job, family & friends, our hobbies and extracurricular activities, networking meetings, Zoom calls… I bet you know a lot of people. Probably more than you realize. And this network of people around you is your most valuable business asset. Having clarity of who is actually in your network leads to reverence, or deep respect, for the powerful connections you already have. Do you want to get excited about your business again? Create a “No-Pressure” Contact List. When you see how many people you actually have around you in ONE place, it can inspire hope and possibilities. And it’s “No-Pressure” because you don’t have to do anything at all with this list if you don’t want to. Don’t worry, I’ll walk you through it. I even created a little worksheet if you’re into that kind of stuff. How to Create a “No-Pressure” Contact List You can download the free workbook I compiled here. Before we get started, ballpark the number of people you think are in your personal/professional network and write that number somewhere on the first page of the workbook. A few ground rules (although it is YOUR business and you make the rules): Whether you choose to use the workbook or not, consider handwriting this list. There is something powerful that happens through writing versus typing. What we are creating here is NOT a CRM or database. This is just an exercise. Trust me. When I first did these exercises, in nearly every business I was ever excited about, I used a legal pad. Any type of paper works. Grab a notebook or print out the workbook and let’s get started. Also, don’t “qualify” anyone on your list yet. If you know them, they belong on the list. We don’t have to determine if they need a notary, a fingerprint tech, or an apostille agent right now. Whether they’re eighteen years old, or ninety-nine years old, put them on your list. You don’t even have to add contact info-in fact don’t add contact info. It will exhaust you and jam things up. All we want are names and maybe where you think you could find their contact info later if you wanted to, ie FB messenger, phone contacts, Gmail addresses, Instagram DM, etc. And finally, have some tools at the ready to help you identify your contacts. These tools include your phone & computers with access to email accounts, Social media accounts, address books, etc. Summary of Rules: Handwrite this list Don’t qualify people-add everyone you know Don’t include contact information Have access to tools you need Start Freestyle with a Top of Mind List- Add the First 20 Names Before we get into some prompts, let’s just freewrite a list of twenty people that happen to be top of mind for you. In the workbook, this is your Top of Mind List. If you need more than one page, feel free to print another one. Easy Next Prompt: Add 20 Recent Contacts From Your Phone Go through your phone’s activity for the last thirty days and see if you’ve had any recent contacts that you forgot in the freewriting exercise. Don’t stress about duplicates. It’s okay to have a few dupes! See if you can get to twenty contacts for this exercise too! Download the worksheet here Check Your: Call history Text messages Email inboxes Social dm’s Whatsapp Next Prompt: Add 20 Family Members Again, if you’ve already added family members to the other pages, you don’t have to re-add them here. Just keep going with twenty family members you hadn’t thought of yet. Feel free to use your phone, address books, or social media to identify your family members. We all need a prompt every now and again! Start with your immediate family and work out further and further. Think of: Aunts and uncles Great aunts and uncles Grandparents Kids Kids’ partners Cousins Second-cousins Third cousins, twice removed You get the point! Next Prompt: Add 20 Friends Use any tool you’d like to write down twenty of your friends! Think about: Childhood friends (who’s your longest lasting friendship?) Neighbors Sports teams or Hobby teams Social groups Charity organizations Church/Spirituality Next Prompt: Add 20 Colleagues Adding twenty colleagues to your list may be a challenge, especially if you’re brand new to business, but that’s okay. Do your best! Download the worksheet here Think about: Current notary colleagues Former colleagues Mentors Bosses Owners Direct reports Networking groups Next Prompt: Add 20 Customers Whether for this business, a previous business, or an old job, see if you can come up with the names of twenty customers. Use these tools to find your customers: Your CRM software Older emails Previous orders Notary Journal Next Prompt: Add 20 People or Businesses You Buy Stuff/Services From This is my favorite part. I am equal parts loyal and lazy. I tend to stick with people/brands/businesses I either love to support, or I’m just too lazy to find something else. Either way, they go on the list! Where do you spend your money: Hairdresser/Barber Spa/Nails Lawn Services Attorney Doctors Pet Sitters/Walkers Veterinarian Realtor Housekeeper Insurance Agent Favorite restaurants Favorite bookstore Hobby store Bonus Prompt: Who Do THEY Know If you were able to complete these exercises with twenty people in each prompt, you now have a list of 140 people. And each of those 140 people have their own network too. For the contacts that you have a deeper connection with, use the bonus worksheet I included to think about their lives a little bit. Who do THEY know? Maybe your friend Becky has that other friend, Rachel (you think), that always drinks too much at parties. Or your friend Brendan’s dad just sold his mortgage company for enough money to buy a private jet. What was his name again… Your possibilities are infinite when you start merging networks. Are your wheels turning? Keep going if you want. Commit to adding 3-5 people to your contact list every single day. When you’re ready for it, each person on your list is an opportunity to share your business. And there’s nothing to be afraid of in sharing your notary business. That’s one of the greatest gifts you have at your fingertips right now! As a notary public, you fill a critical, and often required, role in commerce and identity theft prevention. That’s not something to keep hidden. That’s something to be proud of. Sing it from the rooftops. Tell everyone you’re a notary. Want some help with that? As part of my commitment to help you serve 1,000 more customers this year, I just released the TOMM app by Notary Coach completely free in ‘23. I preloaded it with a “Tell Everyone” Pipeline, packed full of resources that help you start a conversation with people in your network, share your business in a unique and powerful way, and then stay in touch with them for years if you want to.

(Excerpt from Notary Business Building Challenge Book) Have you ever Googled yourself? I'd like you to do it now . . . kind of. Pull up the most popular search engine in the world right now, Google, and type in "Notary Near Me" (no quotes). If you really want to get some honest results, do this from the "Incognito" browser feature in Chrome. Doing so allows the browser to “forget” your previous browsing history, cookies, and biases and pull up true organic results. (For a video on how to search with an incognito tab, please visit the Readers Resource Website for this book at www.NotaryCoach.com/90.) Please note: Do NOT Google your personal name or business name for the sake of this exercise. Your prospects aren't going to search for you by name because they either won't know it yet, or they won't remember it. As you progress in business, consider your customer's journey and you'll see the potholes and bumps in the road they encounter. Look at your results from this search—the same results your prospects get. How do they decide who to call? What happens when they call? This industry is ripe for innovation and those with the courage to be the innovator. What opportunities do you see to help yourself stand out in the sea of sameness? People don't need a Notary until they need a Notary; that's the nature of our business. Your job, then, is to make it easy to find you when they need you. Once you see where you stand in Google rankings, you have your benchmark. Are you in the top three listings? Are you on page one? Page 100? Don't be ashamed of where you end up! We're here to learn. This knowledge will help you gauge your search engine optimization (SEO) efforts moving forward.

Artificial Intelligence is the new frontier and it's barreling down upon us. Not everyone is happy about it. Some people are terrified about it. And others...they see opportunity. Aside from personal opinions, here's what is real: The new artificial intelligence (AI) tool called ChatGPT is disrupting the world. You may not have heard of it yet, but you will. It will take away some jobs. It will create other jobs (and businesses). It will make your life and business easier. Victor Hugo said, "there's nothing more powerful than an idea whose time has come." And ChatGPT's time has come. There's no stopping it. There's no running away from it. There's soon going to be no way to ignore it. So I've embraced it. And I led a deep training today on exactly how to use it to grow your business. What you'll learn in this training: Why content is important to the success of your business What AI and ChatGPT is and how to use it 9 different ways to use ChatGPT to create content and build relationships in your business And one way to start a NEW business! Personally, I'm intrigued by the possibilities with ChatGPT. So intrigued, that I'll be teaching it every week as part of the Prolific Content Creation Call in the Notary Business Builder Program (NBB). When you're ready for the next level, I hope to see you there. Enjoy the replay and PLEASE share your thoughts in the comments below. And even more, PLEASE share this article on your social media feeds. I'd love to hear from others too!

This blog article features a call to action for those avante-garde notaries that already know they want to be ahead of the curve with evolving technology. If you want to skip the article and register for the EscrowTab network, and get access to their free IPEN software on your own device, you can do so here. You can listen to this blog on YouTube here The mortgage industry consumes about 2.2 billion pieces of paper every year (50-60 million of which are estimated to be notarized), which, depending on their size, will require a minimum of 117,000-200,000 trees to supply. According to some industry estimates, there are about 950 million other non-mortgage related documents notarized every year, and many of those use more than a single page. So as notaries public, somewhere around 4-5 billion sheets of paper pass through our hands every single year. That’s unsustainable for a few reasons: Paper is expensive to lenders, closing agents, the legal profession, and notaries; The environmental impact is severe; And consumers are tired of it. Not to mention…as I write this, we're sliding into 2023! We live in an age where I can simply think about ice cream and I’ll start getting ads for Haagen Dazs in my social media feeds (so it seems, anyway). There’s got to be a better way! And there is. Remote Online Notarization (RON) has commanded the spotlight over the last few years, and given the circumstances, that made perfect sense. But In the post-pandemic world, there must be another option. It can’t be just two choices for notarization: Notarize virtually via RON platforms; Or notarize in-person with paper. The third option, In-Person Electronic Notarization (IPEN) bridges the gap perfectly because not every signer will be a candidate for RON, nor will every receiving agency/party accept RON documents. And now (finally) the technology for IPEN has evolved to an easy to use and practical application. Already legal in fifty states (but not necessarily used), In-Person Electronic Notarization (IPEN) occurs when a borrower and notary are in the same location and the borrower signs with their handwritten electronic signature. The notary then electronically notarizes the documents without any paper involved (may require eNotary registration in your state). Despite its legality and approval, IPEN had not garnered much attention or mainstream use because people either didn’t even know it was an option (including notaries), or they still had some concerns about the validity of electronic signatures. Not to mention the technology was clunky…at best. The times are-a-changing though, and EscrowTab is plowing the way with an easy-to-use, secure system with a forensically verifiable signature. And that has the industry’s attention. If you’re not in their network yet, get in it now. This is the smoothest IPEN technology I’ve ever seen. And did I mention forensically verifiable signatures? You’re going to want to be the first to know about some of the game-changing updates they have in the works. Join the EscrowTab Network Here Previously, working with EscrowTab required the purchase or lease of a tablet. But now they have released their free app for active notaries that want to differentiate themselves as “EscrowTab Enabled.” There are some technology requirements, so EscrowTab will still approve your devices, but you can get started by registering here. Here’s the device system requirements you must have in order to download their free app: Microsoft Surface Pro X with a Bluetooth Stylus (Windows 10 or 11) Apple 12.9 inch iPad Pro with Apple Pencil (iPad OS15+) Samsung Galaxy S8 Ultra with a Bluetooth Stylus (Android 12+) (If you don’t have these devices you can buy or lease one from EscrowTab) Because of the market environment EscrowTab launched in, they’ve been primarily focused on the mortgage industry. Already approved with Fannie Mae, Freddie Mac, MERS, and MISMO, and not to mention a client list that would make any notary’s pen tingle, they will inevitably change the way this industry works. Never before have we been so close to a 100% paperless mortgage while maintaining in-person integrity and human connection. But it's not all about mortgages. Remember, there’s 950 million other notarizations happening out there every year. EscrowTab plans to help with that too. That’s right. EscrowTab for General Notary Work (GNW) and Specialty Notary Work (SNW) is coming soon! Insiders can’t confirm exactly when this will roll out in 2023, but it’s close. Just as EscrowTab is disrupting the mortgage industry, they plan to do the same with other specialty niches like estate planning documents, auto loans, medical paperwork, and so much more. Don’t get left behind on this. Be among the first to know and register with EscrowTab here. There’s no commitment and no cost to register. If you have the proper technology and eNotary credentials for your state, you’ll be in their preferred network AND you can update your SigningAgent.com profile with the designation, “EscrowTab Enabled.” Intimidated by new technology? Don’t worry, they have free training available. And, from my own experience, this is some of the simplest software to use. It’s about as close to paper as you can get without being paper. They’ve nailed it. Here’s How to Get Started with EscrowTab and What to Expect Register for free and with no commitment or expectation here (just get connected with EscrowTab) Watch for the “Next Steps” email from EscrowTab and follow those directions (arrives within 24 hours) If you haven’t done so already, follow your state’s rules for registering as an e-notary (EscrowTab can actually help create the electronic notary seal for you) Let EscrowTab know your device specifications (they’ll prompt you for this) Attend a free training to learn how to use it Real estate closings may get filtered to you because you’re on the EscrowTab approved master list that many title and escrow companies use. Plus, you can advertise “EscrowTab Enabled” on directories like www.SigningAgent.com and others. But most importantly, you’ll be in the EscrowTab network and among the first to know about the capabilities with General Notary Work and Specialty Notary Work. If you want to stand out in a sea of sameness, do something or be something different. Get EscrowTab Enabled. Share your thoughts or ask your questions about EscrowTab or IPEN in the comments below. Bill Soroka teaches a Prolific Content Creation Course in the Notary Business Builder advanced mastermind program. He is also the best selling author of three books (and counting) designed to help notaries build their dream.

Taking my own advice, I started diversifying my own mobile notary work back in Phoenix (before the move to Washington). In the Valley of the Sun, we’ve been insulated from the economic shift (until very recently), as most of my clients are home builders, or specialize in commercial transactions, but I wanted to get ahead of what’s to come. I asked myself which appointments I’ve enjoyed most through the years, and which I thought could also be the most lucrative, considering the legislative bindings in the state of Arizona. The answer: Living Trust Presentations. These living trust presentations fall under the more general category of estate planning, but similar to loan signings, you can command a higher, bundled fee because you actually present documents, gather signatures, and perform notarization (if required). If you need some training on living trusts, last wills and testaments, powers of attorney, etc (all estate planning documents and usually part of a living trust presentation), you must get “Laura Biewer Presents…” training and replay library here. As per usual, Laura shows you how to do it in knitty-gritty detail and it will boost your competence as well as your confidence. It wasn’t enough to just say, “I want more living trust presentations.” One thing I’ve learned is that when you ask the Universe for something, be specific. I wanted living trust presentations that were fun & enjoyable, didn’t require hours of travel, and paid well. Really well. So I got specific. I created my ideal client avatar. Here’s who I wanted to work with: Family or Estate Attorneys (or their financial planning partners) that service decamillionaire clients (net worth over ten million) and beyond. These attorneys have beautiful offices at or near the Biltmore Financial District in Phoenix, OR they're actively building their own virtual law firm, designing their own dream life. They’re willing to pay premium fees, set and agreed to from the beginning, and I am included as part of the attorney value proposition to their clients. The staff and attorneys in these offices are also warm, friendly, and respectful, committed to a win-win for their clients, and for their vendor partners like me. They have significant volume to support me, and do not hesitate to refer me to their colleagues at every opportunity. The documents are clean, accurate, and orderly, and the appointments run smoothly and efficiently. I meet interesting people at each and every appointment and are encouraged to stay in touch and cultivate longer relationships. Payment is prompt, usually within hours or days. Once I knew who I wanted to talk to, I talked to them. You’ll be amazed at what you can learn on social media and Google. Once I saw an entry to connect, I took it. The clear stand out winners for positive connection and feedback are the attorneys who are building virtual law firms. Yeah, it’s a thing. A big thing. There are now entire industries and technology being created to service virtual law firms and help them stay compliant and secure. Check out Clio and Dialpad. The American Bar Association even had laid out it's own best practices for eLawerying. The rise of the virtual law firm is based in three major points: Lower overhead for attorneys More flexibility for attorneys (life-work balance) Better for the environment (less printing and paper usage, etc) And here’s the cool thing for us notaries: The attorneys that are building these virtual law firms still need boots on the ground help for gathering signatures, making presentations, and performing notarizations. There is opportunity for all of this both in-person AND via Remote Online Notarization (RON). The attorneys that ended up hiring me, three of them by the time I moved, were either virtual already, or trying to get there. They didn’t want to live their remaining days in a suit and tie. Two didn’t even want to live in Arizona anymore. They sent me signings from their cabin in Idaho and their beach house in California. I was helping them get what they want, and they were helping me get what I want (fun signings with a minimum $250 fee with no BS). That’s a true win-win, and yes, they do exist. Zig Ziglar nailed it when he said, “You will get all you want in life, if you help enough other people get what they want.” The key is to speak their language. If you can figure out what they want and how you can support that dream, you’ll have clients for life. Three steps to get it done: Learn how to do the work amazingly well. This will help you represent your attorney clients at the table, without question. Get in the orbit of your ideal clients. Once there, you can find opportunities to connect. Reach out so you can support each other. In the comments below, please share your own experiences and preferences with estate planning appointments. What has worked for you? What hasn’t worked?

The Legacy & Libations Call is on Hold at this time. You can still watch the replays and you can still tap into the amazing value at My Life and Wishes. This is a super chill call/show/training designed to help you progress on your own personal estate planning process. Why work so hard to build wealth and a legacy if we don't protect it, right? So here's what the call looks like in its first iteration: We kick off the call with a value-packed conversation (count on some cheesy jokes and dark humor too) between Jon and I, or one of our estate planning attorneys, or a passionate professional from the industry. Then, segway to a quick, yet deep, lesson on the My Life & Wishes legacy vault. Part of the reason we're hosting these weekly calls is so you have some support in making progress on your estate planning. This legacy vault keeps all your "stuff" in one, highly secure, digital place. We'll then close out each call with a live Q & A where you can ask your questions. Bring your favorite evening beverage- coffee, tea, vodka, whiskey-you name it, it's welcome. Can't make the live show? Catch the replay on my YouTube channel here. See you Wednesdays!

Through 26 business failures, I tried my share of network marketing opportunities. Aside from Primerica and Legalshield, I wasn’t good at any of them. And even with those two, I was mediocre at best. I just happened to love the insurance products from those two companies, so they were easier to talk about. And that ended up being a huge realization for me. I’d get so enrolled with the vision, falling in love with the potential of the opportunity (a total reflection of my dating life at the time too), and daydreaming about: Having freedom and flexibility to do what I want, when I want; Making unlimited income, easily; And finally being able to call myself a successful business owner. And then reality hit. The top three reasons I failed at network marketing: I tried to sell stuff I didn’t really believe in, so I shied away from talking to anyone about them. And, even if I loved the product, I wasn’t interested in building a team at the time. And frankly, with most of the companies I joined, if you wanted to make money with their program, you had to build a multi-level team. I just wasn’t ready for that. With network marketing being such a highly regulated and scrutinized industry, there were way too many marketing & advertising rules for my taste. I was stubborn and fiercely independent. But I still wanted a flexible schedule. I still wanted unlimited earning potential. And I still wanted to be a successful business person, proud of my products and services, and with creative flexibility to dream up some wild & crazy idea one night, and implement it in the morning. Who doesn’t want that? Enter… the notary business. The notary business gives you: A Flexible Schedule… Unlimited Earning Potential… A business, and essential service, you can be proud of no matter what. You help people! As a notary, you serve an important role in commerce and fraud prevention. There’s no need to shy away from sharing your services because people need you. Your service is an actual requirement in most instances. People need you on their best days. And they need you on their worst days. That’s why you must tell everyone about your business. There’s no stigma to overcome. It’s all upside. Tell everyone you’re a notary. Anything less is a disservice to your network. Think about how hard it can be to find a caring, thoughtful, well-trained, and professional mobile notary. Because even with 4.5 million notaries in the country, your prospects can’t always find the right one when they need one. The committed notary, like you: Caring Thoughtful Well-trained Professional That’s why it is imperative you share your services with your network. Go further than an occasional social media post. Talk to people. Reach out. Stay in touch. We tend to overestimate our social media reach and underestimate our influence within our personal and professional networks. Tell everyone. And let me help you. I am on a mission to help you serve one thousand more customers this year (it’s okay if you want less, or more customers-enter your dream number of clients here). One of the most powerful tools I have to help you share your business and services is the TOMM app by Notary Coach. It’s free in ‘23. Get it here There is NO CREDIT CARD REQUIRED. Just download it. Watch the training. Practice. And use it. If just 1% of the notaries in this country started using the app and claiming their slice of the nearly one billion document notarization pie, we’ll impact over five million lives and generate over $250,000,000 in revenue for notary entrepreneurs. That's a quarter of a billion dollars. Our small business is actually big business. Get your slice. We’ve preloaded tools and resources in TOMM that will help you engage with your contacts in a different way. These resources will demonstrate your commitment to your craft and your passion for service and convenience. No one else has these tools. Stand out in a sea of sameness. Embrace the full power of the opportunity you hold in your notary bag. You own access to an essential service that helps preserve our way of life. What other business can be built around a service that is a required element of the global economy? Be proud of the services you provide. Create the schedule you dream about. Earn the revenue you wish for. And tell everyone you’re a notary. Get the TOMM app here Through his TOMM app by Notary Coach and the advanced learning mastermind, Notary Business Builder, Bill Soroka is on a mission to help the most committed notaries in the country each serve one thousand more customers this year, impacting more lives, generating more revenue, and building a business that lasts no matter what.

The world’s largest advanced-level notary collaboration just became more accessible than ever before. Listening to feedback from notaries across the country, me and my fellow founders of the Notary Business Builder learning community (NBB), Laura Biewer and Jennifer Neitzel, have officially made the advanced mastermind program available separate from the TOMM app by Notary Coach. What does this mean for notaries who want training and support? It means you can gain access to some of the best teachers in the industry, as well as their online courses & technology, and their live teaching classes every month for a fraction of the original cost of membership. You can now purchase NBB and TOMM separately! And even if you decide to buy them both, it still costs less than before. In fact, the Standard version of TOMM (the only app that helps notaries get new customers) is FREE! You can get TOMM here. And if/when you’re ready, you can easily upgrade through the app. More on TOMM later! Back to NBB… Have You Been Afraid of Losing Your Notary Business? If you fear your phones will go quiet with the rising interest rates, and you’re afraid you may have to quit this business and go get a job again, then you finally have the support, training, and technology to get serious about building a notary business that will survive beyond loan signings. There’s never been a better time to be a notary public! The Best Notary Training in the World. Here’s what you get with an NBB membership (hold on tight, there’s a LOT!): First, NBB is the only advanced learning program of its kind with a faculty of collaborators that are committed to helping you become better notaries and stronger entrepreneurs. We’re on a mission to help you serve more customers, make more money, and build a business that will thrive no matter what the mortgage industry is doing. Our faculty is active in the program, not just granting you access to their online courses and technology, but also teaching new content and material every single month. This keeps your skills and training relevant for a constantly changing work environment. Meet the Faculty of Notary Business Builder (NBB): NBB features ten top notary coaches, notary trainers, and other industry experts that will help you grow your notary business to dream levels. These instructors will help you get more clients, make more money, and feel supported and part of a loving community. Bill Soroka, founder of Notary Coach and four-time bestselling author Laura Biewer, founder of CoachMeLaura, bestselling author, and notary expert in all fifty states Jennifer Neitzel, founder of Signing Agent Marketing (SAM), and professional relationship development expert Judi Lawrence, founder of the Lawrence Institute For Notaries and creator of the World of Apostilles course and certification program Jim Allen, the Marketing Notary and Google Business Profile Optimization expert and teacher Sandra Long, global expert on LinkedIn and author of the book, “LinkedIn For Personal Branding”, and co-author of “Supercharge Your Notary Business with LinkedIn” written with Bill Soroka Nina Penny, leading Certified Reverse Mortgage Professional, loan officer, and co-creator of the Certified Reverse Mortgage Signing Professional (CRMSP) program Zion Brock, recovering aerospace engineer, recording artist, producer, and expert in online content creation, automation, and distribution Tyler Botsford, founder of Green Monkey Marketing, VRConnect, the Front Page: SEO for Notaries course, and a digital marketing expert Sue Hope, founder of NotaryAssist, and expert in notary business management This is a different kind of community than you might be used to. These incredible faculty members aren’t simply tacking their name up on a website. They are committed to your success and they actively participate in the Notary Business Builder program, which makes them accessible to you in many ways every month. You can text, email, or even set up coaching calls with many of these faculty members. But even better, they all teach regular masterclasses on their expertise every month. The Live Teaching Calls and Notary Training Included with NBB Depending on the month, there could be up to twenty live teaching calls offered through the Notary Business Builder program. Don’t worry! You’re not expected to attend all twenty calls! In fact, you should not attend every call. We record them, so you can revisit a particular training when you’re ready for it. In NBB, we teach that you should “nail it, then scale it.” That means you get to decide what is most important for your business at the time, and then let the NBB teachers and resources support you until you get the results you want. Then move on to your next goal or objective. How to Get More Notary Customers In Notary Business Builder, we have everything you need to succeed. But let’s be real, 99% of notary entrepreneurs don’t have the results they’ve been craving. They need more clients, more revenue, and more confidence. That’s where our NBB teaching calls come in. We know that your customers only come from two places: Online visibility and your professional/personal relationships. So, that’s where most of our NBB members will start. To help you get more notary customers through relationships, we feature a monthly teaching call with Jen Neitzel and Bill Soroka, called Building Authentic Relationships (we call it the BAR call), where we get granular on the specific characteristics, tactics, and skills to connect on a deeper level and grow influence within your network and your client base. But relationships are only half the equation. Your online visibility is equally (if not moreso) important for getting that phone to ring & ding with local prospective customers. This is why we have THREE search engine optimization (SEO) experts on the faculty of Notary Business Builder. Jim Allen, the Marketing Notary, runs a continuous five-week in-depth NBB Google Biz Profile Optimization Course exclusively for members of Notary Business Builder, focused on GBP and local SEO. Tyler Botsford, our digital marketing expert, runs a monthly training called SEO for Notaries and teaches granular strategies for enhancing your overall online visibility. Zion Brock is an automation and content distribution genius, and teaches a monthly class called, Harnessing Content Creation to Get Known, focusing on blogs, social media posts, graphic design, AI, and even video production. Everything that could enhance your online visibility is available to you, along with the experts that can further guide you to success. These four calls alone will change your business forever, but of course, we didn’t stop there. Try NBB Risk-Free If your mind is blown (or your eyes are tired from all this reading), and you want to just join NBB already, use the link below and try us for a month. You can cancel anytime and we offer a 100% money back guarantee if you cancel your first month within thirty days. No questions asked! Join NBB Catch the next training by joining today! There are NBB Teaching calls taking place every week! All training sessions are recorded and stored in a special Training and Replay archive. Even More Notary Training Opportunities So what happens when you implement what you learn from Jen, Bill, Jim, Tyler, and Zion? The phone starts to ring and you get more chances to build client relationships and masterfully deliver the notary services you’ve been hired for. That’s why we continue your notary education in NBB. Laura Biewer, often referred to as the G.O.A.T of the notary world, will help you focus on mastery with three different teaching calls every month: Advanced Specialty Notary Work training, focused on issues, strategies, and skills involved in growing your enterprise beyond loan signings. The Success Mindset call helps get your internal dialogue and habits aligned with the results you are striving to create with your business. And Laura’s latest call, created to complement the all new Certified Notary Trust Delivery Agent program, is called Trust Delivery Conversations, and features specific training and attorney interviews about the estate planning world. What About Training on Branding and Marketing for Notaries? The live teaching calls included with your NBB membership have you covered here too. Jen Neitzel leads the Marketing Matters every month with a Q & A format so you can hear about the challenges and the creative solutions notaries all over the country are utilizing to grow their business. That’s what is so amazing about NBB: We share information with each other. It’s not just the faculty that are committed to your success, but your fellow members too. We’re abundant thinkers and we know that helping each other succeed doesn’t create competition. It creates collaboration. And that’s how we change the world and make some dreams come true. Sandra Long is one of the world’s foremost leaders and speakers on the LinkedIn platform, and in particular, how to leverage it for personal branding. Not only has she written the book on the subject, but she’s dialed-in to the notary community with Bill, co-authoring Supercharge Your Notary Business with LinkedIn. She teaches LinkedIn For Notaries every month and dives deep on specific topics that will help you enhance your brand on LinkedIn and connect with more of your ideal customers. This is incredibly important if you’re working with estate planning attorneys and other professionals beyond loan signings. Nina Penny keeps your finger on the pulse of the reverse mortgage industry with her Reverse Mortgage Continuing Education call every week (Her certification course is also included in NBB-more on that later). What About Connection and Support in Notary Business Builder? This is where the power of a mastermind community like NBB really shines. There are three weekly calls specifically for connection, questions, and perspective (although every NBB call provides space for that). Every Tuesday, the NBB Accountability Call is specifically structured to share goals, wins, & challenges in a supportive, well-coached format. Laura, Jen, and Bill lead this call together and it’s closed out each week with a specific call for support. Do you know how to answer the question, “How can I support you in your business right now?” This call helps you gain clarity so you can offer the gift of contribution to your network. It feels good to give, and if you constantly deny your network the opportunity to give, it closes off paths to deeper connection. Our Accountability Call will move you toward being more comfortable both asking AND answering the call for support. On Wednesdays (except the last Wednesday), Bill leads his Office Hours call and provides a safe space to ask questions, hear perspective, and celebrate wins-the big ones, the small ones, and everything in between. And on Saturday mornings, Laura hosts her Inner Circle for an intimate group of twenty notaries or so to dig deeper on specific topics surrounding technical notary skills and beyond. If there’s one thing that me, Laura, and Jen are committed to, it’s delivering more value than you’ll ever pay for. So we didn’t stop there. Mentioned earlier, NBB members can email and text our faculty with questions. And, many of our teachers are available for one-on-one coaching calls booked in advance. We also created a comprehensive directory of NBB members so you can reach out to your high-performing peers. Gotary is the directory of the world’s best notaries. And we include a premium profile listing to Gotary with your NBB membership. We went over-the-top in Search Engine Optimization of this directory, and NBB members reap the rewards because it’s easier for legal professionals to find them here. Gotary is also broadcasted and marketed to the legal professional community as a trusted source for well-trained and passionate notaries. We’re committed to your success and we’re doing everything possible to help grow your business with you! What’s cooler than that? Well, I'll tell you what is cooler than that. Many of our NBB members are doing more than simple notarizations. They’re innovators and true entrepreneurs that see a need in the marketplace and work to provide a solution. In Notary Business Builder, we want to support all your endeavors, not just the ones that fit into the notary box. That’s why we started the Innovator Spotlight, a marketplace for NBB members to showcase their courses, books, and products that aim to elevate the industry and beyond (releases summer 2023). And Notary Bookkeeping Too? In survey after survey, guess what over 53% of entrepreneurs despise doing… Yep, accounting and bookkeeping! Okay, we know some people love bookkeeping (nerds 🙂), but for most solo-preneurs, especially, it’s overwhelming or tedious so they put it off, and it builds up, creating stress not just at tax time, but throughout the year because it weighs on your mind. You know you should be keeping up with it, but you don’t. Then you spend 364 days ‘shoulding’ all over yourself and then pull an all-nighter in panic mode submitting your tax forms. What if you could stay on top of bookkeeping throughout the year, quickly and easily, AND have all the support you need to get your questions answered? It will amaze you at what you accomplish with a free mind. Without the weight of a tax burden and pile of receipts on your mind, you can focus deeply on income-generating activities, cultivating relationships, or spending more time with the people you love doing the things that you love. Make business ownership fun again! That’s why we’ve included the NotaryAssist bookkeeping software and support in your NBB membership. Free your mind, and the cash will follow! Look! These Online Courses Are Also Included in Notary Business Builder: There’s even more courses available in your NBB Dashboard and you can access these anytime you need them. Use our course app (powered by Kajabi) to access courses on the fly! All Included in NBB: Real World Notary Training Replay Library (all avail states) with Laura Biewer ($2497 value) World of Apostille Certification Program from Judi Lawrence (Yellow Level, $499 value) The Sign & Thrive Notary Training Course and Community by Bill Soroka ($497 value) The LinkedIn Professional Profile course with Sandra Long ($397 value) First Page SEO for Notaries course with Tyler Botsford ($297 value) The Get Known Strategy course with Zion Brock ($197 value) Signing Agent Marketing program and membership with Jen Neitzel ($240+ value) The Certified Reverse Mortgage Signing Professional program with Nina Penny ($197 value) Morning Mastery for Mobile Notaries and Loan Signing Agents with Bill Soroka ($147 value) “Laura Biewer Presents”…Specialty Notary Work Training and Replay Library ($127 value) The Five Star Notary Review-Getting Guru Course with Bill Soroka ($97 value) That’s over $5,000 in courses alone! Not to mention the live teaching calls every month and the NotaryAssist software we mentioned earlier. I know this sounds like a crazy amount of value. It’s never been done before, and that’s part of the very reason we had to do it right now. It’s going to take a little bit of crazy to create the results you’ve always dreamed about for this business. Everything You Need to Succeed as a Mobile Notary and Credentialed Professional So there you have it. Over $5,000 in online notary training courses. Direct access to the best trainers in the country. 20 live-virtual teaching/connection opportunities every month The support & abundant-thinking community you’ve been craving A faculty that works for your business and success as hard or harder than you do NotaryAssist bookkeeping to stay on top of your game Premium profile listing on Gotary so hiring companies can find you This and more is what makes Notary Business Builder the easiest decision you have to make right now. Get immediate access right now for $58 per month. Let Me In! Join NBB Now The Independence Day Special starts now. For a limited time, you’ll also receive a one year Basic Membership to CLIN, the California League of Independent Notaries, led by Matt Miller. In addition to Matt’s great content and access to his advocacy news and advice, you’ll receive a listing on his directory of members, which is also a powerful marketing tool for your online visibility. That’s another $29 in value just for taking action today! Join NBB Here There’s no risk. Look, we know this level of value isn’t for everyone. Most people are so used to “fluff” offers with a hidden catch, that this offer to join NBB might seem totally unrealistic. We get it. We’ve surprised ourselves with this one too. $58 a month for ALL of these inclusions borders on insanity. But before they strap us into a vest and lock us in a padded room, try us out. You can cancel your subscription anytime (and we make it easy to do so!). Plus, if you join and just completely hate it, we’ll give you your money back (just cancel in the first 30 days). Are you ready to believe in the possibilities again? Join NBB with Zero Risk To be successful as a mobile notary, it does NOT require that refinance signings are falling from the sky because of unprecedented low interest rates. There are still nearly a billion documents notarized every year (and growing) outside of the mortgage industry. Let us show you the full spectrum of possibilities in Notary Business Builder. Sometimes just one idea, one skill, or one person, can change everything. We get to do that everyday in NBB! This is one of the longest emails/blogs I’ve ever written, so I hope I answered most of your questions about NBB. We’re really proud of the results this program brings to our members. Some of those results are less tangible, because they’re about feelings, emotions, and confidence. But that’s an important part of a great program, even if you can’t add a dollar figure to it. If you have any questions about how NBB could help you, I invite you to text me directly at 602-309-0706. Thank you for your patience in advance, as that is my direct mobile number and I may be in appointments and meetings throughout the day. Don’t forget to introduce yourself. I love to know who I am talking to. I look forward to getting to know you in NBB!

Have you ever felt completely overhwelmed by all the hats you have to wear as a notary entrepreneur? We have to be bookkeepers, remembering to send invoices, track mileage, and report expenses. We have to constantly be building deeper relationships with our current AND prospective customers. Methodical posts to social media. Constant updates to our Google Business Profile. Staying in touch with our network to keep us top of mind. The list goes on! And on...and on... It's a lot to manage, for sure. Worth it, of course, but it can be like juggling spinning plates with rotating blades. Ouch! I was about to quit my notary business because I started losing sleep at nght because my mind obsessed over all the things I had to do...and wasn't doing. The detail work is NOT my strength. And not doing them, letting them build up, sucked the joy right out of my business. I didn't know how to hire someone else to help me at the time, and frankly I still wasn't sure if I could afford it back then. A hundred grand a year, or even two hundred grand, after expenses, goes fast. So I decided to make it easy for me. I created a list of four or five things (depending on the client) that, if done after every appointment, would make life less stressful for me. To help me remember them, and create a habit around them, I wrote all down on a Post-It note and stuck it to the center of my steering wheel. What to Include In Your Post-Appointment Ritual Let's first define a ritual. A ritual is simply a specialized string of habits, like a routine, that you use at specific times or occasions. For the sake of our conversation, this ritual will take place after every single appointment to help you stay on top of things, deepify your relationships, and give you peace of mind, knowing that your ducks are in a row. The kinds of habits you include in your post-appointment ritual can vary, depending on your personality, your strengths (and weaknesses), and the goals of your business. For me, I included things like: Send the invoice Communicate with hiring party Send handwritten note (or through SendOutCards) Update my bookkeeping (including mileage and expenses) And I completed these items, ideally, in the car right after the appointment. I always moved my car down the street, or around the corner though, because no one wants a creeper sitting outside their house. You can go to a nearby park, or even a coffee shop if you prefer. The point is to do it as part of the previous appointment's time allotment. I always built in an extra 15 minutes to give me plenty of time for the ritual. It doesn't always work out, but 95% of the time, I stay up on the important stuff. Worst case scenario, I perform the post-appointment ritual a couple hours later for two or three appointments instead of the one. I've seen some notaries get creative with their post-appointment ritual. It doesn't have to be all about business stuff. Some notaries include things like: Call/text a family member to stay in touch Call/text a prospect to keep them top of mind Update their Google Business Profile Post to social media Research nearby prospects Follow up with yesterday's leads Handwrite a letter to a loved one Stretch (There are whole routines for people who drive a lot) Whatever would bring you peace of mind, knowing that all that should be done is being done, can be part of your post-appointment ritual. Keep it limited to four or five things. You want to set yourself up for success. Choose things you can easily do in your car after an appointment, and if you need to, make sure all the materials are within reach to complete. Will you share the post-appointment ritual you do or create in the comments below? To more joy (and better sleep)!

Have you ever needed a notary "buddy" you could rely on for referrals, but were concerned about the quality and professionalism you might encounter? I know I did! That's why I am so proud of the new notary directory we built and released in early 2023, Gotary.com. This is an exclusive resource that we use to promote the best notaries in the world: our members of the Notary Business Builder program (NBB) and the all new Certified Notary Trust Delivery Agents (CNTDA). I literally talk to estate planning attorneys and other professionals everyday, advocating the strength and professionalism of our notaries. Already, signing companies and law offices are choosing Gotary as their first stop when looking for credentialed professionals as an extension of their brand in the servicing of their clients. Who are credentialed professionals? First and foremost, they are notaries! But they could also be fingerprint technicians, wedding officiants, field inspectors, trust delivery agents, and technology specialists. All of which are searchable on Gotary! Find a Notary Near Me Need a notary that speaks a particular language? You can search for that! Need a notary in a certain zip code? You can search for that! Need a fingerprint technician with a physical, "brick & mortar" location? You can search for that! And so much more! Find your top performing peers- the world's best notaries at Gotary.com. You won't be disappointed! I even guarantee it! If you'd like to join the elite, world's best notaries, it's all about your passion, training, and commitment to excellence. Join us in NBB or through the Certified Notary Trust Delivery Agent program today at the links below. Both of these designations receive their rightful place at www.Gotary.com Join NBB Become a Trust Delivery Agent