Starting Off on the Right Foot in 2022

Another year has come and gone, along with the bustle of the holidays. Keep that momentum going by working on your business plan for the coming year.  Having a clear vision of what you want to accomplish as a notary and how you will accomplish it are the keys to becoming successful. While your plan should be specific to your notary business, here are a few universal ways to get started off on the right foot.

Thank your notary customers.

It’s the simplest and most easily achieved goal, but it is also the one most often overlooked. Your customers are the reason you are successful. Without them, you wouldn’t have a business. Take some time out to send them a personalized “thank you” card or a quick phone call letting them know how much you appreciate their past business and that you look forward to continuing working with them in the upcoming year.

Learn something new.

There have been so many changes in the notary/mortgage/title industries due to revisions in law and technology that it may be difficult to keep up while working.  Build time into your schedule in the upcoming year to take a class, read up on industry changes, learn a new skill, or join an association relevant to your business.  Knowledge is power and the key to running a sustainable business.

Review your finances and adjust.

 Take at look at what your expenses were last year. How can you reduce your expenses in the upcoming year? What assignments were most profitable and least profitable? Break down your business by the numbers and set realistic expectations as to how you will perform financially in the new year.

Market your notary business.

Decide how you want your business to grow next year and what marketing endeavors will help to achieve these goals. Have a plan as to exactly how, when, and to whom you are marketing. Set some time aside every week just to work on your marketing plan.

Make sure your notary business is industry compliant.

While there aren’t many hard-and-fast rules for notaries, there are some suggested guidelines. Follow them, and you will be vaulted to the top of most companies’ preferred vendor lists. Check to see if your E&O insurance and surety bonds provide adequate coverage. Make certain your background check is from a preferred vendor and that it’s less than a year old. Look to see how you are protecting personal information and find ways to make your technology and processes more secure.

Continue the good and fix the bad.

Look to see what things went well for you last year and keep on keeping on. Things that didn’t make the grade? Review, revamp, and revise.

The American Association of Notaries wishes you all good health, happiness, and success in 2022. 

Click here to order a notary stamp for the coming year.

Legal Disclaimer: The American Association of Notaries is committed to providing accurate and up-to-date information. However, it is important to note that the information provided on this page is for general informational purposes only and should not be relied upon as legal advice. We do not claim to be attorneys and do not guarantee the accuracy, completeness, or reliability of the information provided. It is your responsibility to know the appropriate notary laws governing your state. You should always seek the advice of a licensed attorney for any legal matters. In no event shall the American Association of Notaries, its employees, or contractors be liable to you for any claims, penalties, losses, damages, or expenses, howsoever arising, including, and without limitation, direct or indirect loss, or consequential loss, out of or in connection with the use of the information contained on any of the American Association of Notaries website pages. Notaries are advised to seek the advice of their state’s notary authorities or attorneys if they have legal questions. 

Notary bonds and errors and omissions insurance policies provided by this insurance agency, American Association of Notaries, Inc., are underwritten by Western Surety Company, Universal Surety of America, or Surety Bonding Company of America, which are subsidiaries of CNA Surety.