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How to Get Repeat Clients and Referrals as a New Notary

Jan 24

2 min read

Being a new notary can be challenging, but one of the keys to success lies in attracting repeat clients and generating referrals. By focusing on providing excellent customer service, following up with clients, and encouraging referrals, you can grow your notary business organically. Here are five essential strategies to help you achieve this:



How to Get Repeat Clients and Referrals as a New Notary, The Notary Business Blueprint, The Notary Blueprint

1. Providing Exceptional Customer Service


To stand out as a new notary, prioritize excellent customer service to build trust and loyalty with your clients. Here are some ways to excel in customer service:


  • Greet clients warmly and maintain a professional demeanour

  • Create a welcoming and organized workspace for clients

  • Be knowledgeable about document types and offer valuable guidance

  • Respond promptly to client inquiries and address concerns with professionalism


Customer service is the foundation of repeat business. For tailored strategies and tips, check out The Notary Business Blueprint® for guidance from seasoned notary mentors.



2. Following Up with Clients


Maintaining a connection with clients after a notarization can lead to repeat business. Consider these strategies for effective client follow-up:


  • Send personalized thank-you notes or emails after each transaction

  • Check in periodically to inquire about client satisfaction and future notarization needs

  • Keep clients engaged through newsletters, updates, or special promotions


A consistent follow-up strategy not only strengthens relationships but also positions you as a go-to notary.



3. Encouraging Referrals


Referrals are a powerful tool for growing your notary business. Here’s how you can encourage clients to refer your services to others:


  • Implement a referral program with incentives for clients who recommend you

  • Provide referral cards or materials for clients to share with their network

  • Ask satisfied clients for testimonials or online reviews to showcase your services


When you’re starting out, leveraging word-of-mouth is crucial and with The Notary Business Blueprint®, you'll gain insider tips on how to maximize referrals and build credibility.



4. Building Strong Relationships


Fostering strong relationships with your clients is crucial for ensuring repeat business and referrals. Here are some tips for building lasting relationships:


  • Listen to your clients’ needs and offer personalized solutions

  • Stay in touch with clients through regular communication

  • Show appreciation for their business and loyalty



5. Consistently Delivering Quality Service


Consistency is key when it comes to retaining clients and gaining referrals. Here’s how you can ensure you deliver quality service every time:


  • Stay updated on industry trends and regulations to offer accurate and reliable services

  • Strive for professionalism and attention to detail in every interaction

  • Seek feedback from clients to continuously improve your services


By implementing these strategies and focusing on providing exceptional service, maintaining client relationships, and encouraging referrals, you can build a solid client base and set yourself up for long-term success as a new notary.


Don’t navigate this journey alone—let The Notary Business Blueprint® help you establish a thriving notary business!




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