Many notaries focus heavily on finding new clients, but one of the easiest ways to grow your business is through repeat clients. People who have already worked with you know you, trust you, and are more likely to come back if you stay in touch. The secret is simple: consistent, professional follow-up.
Why Follow-Up Matters for Notaries
- Builds loyalty: Clients who feel valued are more likely to return.
- Encourages referrals: Happy clients will recommend you to friends, family, or colleagues.
- Keeps you top-of-mind: Even if someone doesn’t need your services right away, follow-up ensures they’ll remember you when the time comes.
- Cost-effective marketing: Following up with existing clients is far cheaper than constantly finding new ones.
Best Practices for Following Up with Clients
1. Send a Thank-You Message
Right after the appointment, send a short thank-you email or text. This shows appreciation and sets a positive tone for future communication.
Example: “Thank you for trusting me with your notarization today. If you need services again, I’m just a call away.”
2. Request Feedback or a Review
Follow-up is the perfect time to encourage reviews, which help build your reputation.
Example: “I’d appreciate it if you could share your experience with a quick review. Here’s the link.”
3. Check In Periodically
Send a friendly reminder every few months. It doesn’t need to be salesy—just a professional nudge.
Example: “Hi John, just checking in to remind you that I’m available for mobile notary services in the Dallas area. Evening and weekend appointments available.”
4. Share Helpful Resources
Provide value by sharing content that matters to your clients:
- A reminder during tax season about documents that may need notarization
- An article on preparing estate planning documents
- Tips for real estate closings if you’re a loan signing agent
5. Use Email Newsletters
A simple monthly or quarterly email keeps you visible without being intrusive. Highlight your services, availability, and a quick tip or FAQ.
6. Track Your Clients
Keep a client database or CRM (Customer Relationship Management tool). Record names, contact info, and services provided so you can personalize follow-ups.
7. Offer Loyalty or Referral Incentives
Encourage repeat and referral business with small perks:
- Discounts for repeat clients (if state law allows)
- A referral thank-you gift card
- Priority scheduling for loyal clients
Example Follow-Up Workflow for Notaries
- Day of appointment: Send thank-you text or email.
- 1–2 days later: Request a review.
- 1–2 months later: Send a check-in message or useful tip.
- Quarterly: Include client in your email newsletter.
- Ongoing: Recognize referrals and thank clients personally.
Final Thoughts
For notaries, follow-up is the difference between a one-time transaction and a long-term business relationship. By showing appreciation, staying in touch, and providing value, you not only generate repeat business but also build a network of loyal clients who refer you to others.
A simple follow-up today could lead to your biggest client tomorrow.
