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  • Marketing4Notaries Has Solutions for Non-Members, too!

    I remember so clearly starting out as a new business owner and spending hours upon hours trying to think of creative ways to win the business of local real estate professionals.  And you name it, I tried every kind of PopIn out there!  I made homemade pumpkin muffins (that I didn’t cook all the way through) I gave away Starbucks gift cards (but not for long, that angle is expensive) I gave away a free loan closing I brought donuts and sausage rolls (a Texas favorite) to my clients and prospects I delivered holiday ornaments for their seasonal office tree I sponsored events by providing a food tray I hosted “lunch an learns” at local real estate offices I visited open houses You name it, I did it. It was exhausting thinking of new ways to be creative, but it was a treasure trove of data on what marketing strategies work and which ones don’t (plus a few lessons about myself along the way). Now, since July is Marketing4Notaries' 5th birthday month (and I love to celebrate as long as possible, LOL), I’m doing something special for notaries who aren’t yet M4N members. We’re now offering solutions for every notary entrepreneur! He re’s the best part: if you’re hesitant about joining a subscription community, you can now purchase the 6-month calendar bundle individually!  I know subscriptions can feel overwhelming—I've heard that from the notary community and experienced it myself with my own subscriptions. So, I wanted to give you the flexibility to buy what you need without committing to a monthly plan. If you’re already a paid Marketing4Notaries member (including all Notary Business Builders ), you’ve got access to these calendars as part of your monthly subscription. Just pull them up and start planning your PopIn visits, blogs, social media posts and gratitude gifts for this month, next month, and the one after that! recommends at least 3 marketing periods each month. But if you’re not a member yet (why aren’t you?? ), and you love the idea of having 6 months of marketing ideas ready to go, created by someone who’s tried it all and knows what works! No subscription necessary. And if this news excites you, just wait until you see what we’ve got launching next week! It’s a biggie, and you’re going to want it. You definitely need it! P.S. Please feel free to pass this message along to your notary friends, share on social media or LinkedIn!  Sharing is caring!

  • Marketing4Notaries 5 Year Birthday Celebration!

    Today is a big day for me!  I am celebrating five incredible years of having an online presence coaching notary entrepreneurs and teaching The 5 Point Marketing System.  It's Marketing4Notaries 5 year birthday celebration! It’s hard for me to believe because it feels like yesterday that I was tooling around trying to figure out how to create a website to share what I’d learned with the wider notary community. I had dreams of longevity, but never in my wildest dreams did I think my little idea of a system to simplify marketing for notaries would be the catalyst for me to meet so many wonderful people and launch a career in business coaching!  The ride has been full of ups and downs, but as I reflect over the last five years one thing sticks out to me…the incredible people (many of whom have become friends).  I’m one lucky lady! It all started as a way to help others find a system to help them market their notary businesses.  I found something that worked for me (and worked really well) even though it required me to move out of my comfort zone.  At that point, I hadn’t yet dove into personal development, but I did know if I was feeling uncomfortable it meant I was growing. I figured if the steps worked for me, then they would work for others, too.  So, I took a leap and with absolutely no experience building a website or working a web based business, began to build a simple platform to share what I had learned along my journey as a very busy loan signing agent.   I remember the passion I felt about sharing what I’d learned (and that passion is even stronger today). I knew deep down that this system I developed worked, and the Escrow Officers I asked to review it had adamantly agreed:  it’s a great way to begin building relationships! They told me they were tired of getting flyers in the mail from notaries or having them stop by and just drop their business card and leave. They knew they needed mobile notaries, but the majority of them didn’t want a nameless, faceless one…they wanted someone they could trust to call them if they found an issue at the table.  They wanted someone who they didn't have to worry about skipping town with very large cashier’s checks, and who would represent them well at the table. Title offices know that the final moments of the transaction are where good referrals are made (and they live off of referrals).  All the members on the Escrow Officer advisory board I assembled told me they prefer hiring notaries who are professional representatives of their office, but had been burned in the past by notaries who didn’t take the job seriously or just looked at mobile closings as a way to make a quick buck. They were craving trustworthiness and that requires time to build. For purposes of accuracy, I actually got out my old notes from these meetings in 2018 and referred back to their comments Escrow Officers made about mobile notaries.  See if any of these ring a bell: They don’t dress professionally  They seem shy and unable to control a signing  They often smelled like cigarette smoke (yes, this was mentioned by 4 of the 8 Escrow Officer’s I questioned) They didn’t provide a sense of professionalism to forward a referral for future business  They rushed through the documents and couldn’t answer basic questions They weren’t nice when visiting offices.  Most would just drop a card at reception or send a flyer in the mail or via email (and they were rolling their eyes at how many of those fliers had spelling or grammatical errors) The EOs worried during the entire mobile signing that something might go wrong because trust hadn't been established so they figured they’d just do it themselves instead of wasting an hour feeling stressed Notaries tried to answer questions and invariably gave out bad information Notaries crossed over into the unauthorized practice of law by trying to explain the proration of property taxes (this is a TX specific thing) The underlying theme to all of these issues presented to me was TRUST.  They were looking for someone they could trust when they needed to hire someone outside their office for a mobile signing.  And that makes sense…this is their bread and butter and their reputation in the real estate community. I deeply understood the comments about wasting an hour or more worrying during the mobile signing so they felt it better to just do it themselves. Control issues are something I can relate to! The key to creating a partnership with title offices was building trust, but you can’t just meet someone once and instantly trust them.  It takes time and consistent effort.   I had the green light from my advisory board that the 5 steps I laid out made sense, and as I continued to refine the steps, I started researching the basic principles of sales to be sure I was creating something that will last.  I realized that all of their concerns could be erased by authenticity (and not smoking…LOL)!  If they trusted their mobile notaries, they would be more likely to hire them when needed. If they trusted mobile notaries they wouldn’t view them as being a bother when they followed up each month with a value-added email to stay top of mind.  They wouldn’t mind a visit…in fact, they might even look forward to it because who doesn't like to spend some time with the people they know, like and trust? Over the years, the system has been fine tuned and refined. As I learned new skills, I added them to the system, but the basic principles remain: PopIn (Introduction/first meeting in person) Follow Up (with an invitation to stay in touch and so they have your email address in their contacts) Shout Out (monthly email with value based information) Social Media (leveraging free advertising and communication away from email to reinforce relationships and learn more about each other) Networking (mixing and mingling in a social setting) When I launched on July 1, 2019 the website was named Signing Agent Marketing, but  I rebranded in 2023 to Marketing4Notaries. I realized as we were dealing with the fall-out from the mortgage crisis post-covid (and from doing regular research on sales techniques) that the system I created wasn’t groundbreaking. I had collected basic sales strategies that had been around for decades because they worked, but nothing is as easy as it seems. Plus, I had done what so many notaries had done through the "refinance boom," I put all my eggs into one basket by focusing only on loan signing agents instead of all specialties under the notary umbrella. The biggest obstacle I’ve had is helping notaries overcome their own fears that box them in to believing that they hate sales and are too embarrassed to market their own business. I completely understand that feeling that runs deep in all of us:  sales sucks and I didn't want to feel like a used car salesperson either. I knew that wasn't something that could be resolved by only watching a video module, so I added one-on-one coaching to Marketing4Notaries for those that needed the extra push to feel proud of their decision to be a business owner and spread the word to their communities. And the coaching is what really brought a smile to my heart because I was watching notaries grow and learn in real time.  I was helping guide them through their fear and celebrating their successes. What a thrill!  Along the way, I’ve learned that the notary community has its own pulse, its own way of doing things. The messaging at the very beginning of our notary journey is clear:  Sign up for 100 to 150 signing services and you’ll have all the business you’ll need coming to you from assignment requests via text or email. Sounds easy, right?  And that plan worked until mortgage interest rates began to increase in the fall of 2022. Those notaries that depended only on the signing services were left wondering where all the “rings and dings” had gone, but those notaries that built relationships didn’t seem to be suffering as much. That’s when I realized that it’s undeniable:  we are in a relationship business and we needed to start looking at ourselves as notary entrepreneurs, not just notaries. We have to do things differently than what we’ve been told on YouTube or Facebook. We had to control our own destinies by building relationships with the people who could bring us business.  I know it’s hard to bust out of your own box and start the process.  I experienced all of those feelings, too!   “I don’t WANT to take cupcakes to an office to introduce myself” “I don’t WANT to go to the networking meeting because I’m tired and not feeling like meeting new people” “I don’t want to engage with people on Facebook or Instagram because it feels inauthentic” “I don’t WANT to have to think of valuable information to add to a monthly email” “I don’t WANT to follow up with an email after meeting someone new” BUT at the same time…. I WANT to make a living being a mobile notary I WANT to provide for my family I WANT to be able to pay down debt I WANT to be the first notary people call in my town I WANT to feel accepted by my local business community I WANT to travel and have great experiences I WANT to be able to visit my kids who live out of town (these were all my actual WANTS in the beginning, by the way) The struggle between what you WANT and what you HAVE is where the magic happens.  It’s where I grew as a person, a parent, a wife and a friend.  It’s where I realized the confidence and power I have within me to make things happen.  It’s where I fully understood that the journey, the struggle to push past your own personal barriers IS the destination. Today, as celebrates its 5 YEAR ANNIVERSARY I am even more convinced that we are in the relationship and personal growth business.  Every challenge we overcome brings new value and opportunity.  And every time we engage in building authentic relationships with people in our communities we learn the value of these relationships in business.  We learn to trust the process instead of questioning it.  We learn that there isn’t a finish line, but rather a path we follow that allows us to twist and bend and turn and grow until we begin to have new dreams.  We stop worrying about extending our hand to a new person at a networking event and start focusing on the bigger picture like creating something sustainable for the long haul.  We stop worrying about the possibility of having to go back to the W2 world! Stay with it. Don’t give up. Celebrate your wins (like a 5 year anniversary) and find the support you need to build your dreams. Work on overcoming your personal obstacles. It doesn’t happen overnight, but with consistency, repetition and support it will happen! I am living, breathing proof of that! Marketing4Notaries will continue to evolve.  I can’t wait to see how, but I know the growth will be because I’ve learned something new and that’s what keeps me excited about my business. Every mountain I climb is reflected in my work, and it’s an absolute honor and privilege to pass that along to the wider notary community that I love so much.  Thank you for five years of learning, growth, laughs, tears, vulnerable conversations and friendship.  It has meant more to me than I will ever be able to express with words.  P.S. To celebrate Marketing4Notaries birthday, I want to give you a gift:  Click here to get my chart of value-added topics to use for monthly shout outs to your contact list.  Now, you’ll never worry about what to say in a follow up email again!

  • Let's Go Cruising; Notary Cruise Updates

    Do these lyrics ring a bell? “A gathering of angels appeared above my head They sang to me this song of hope, and this is what they said They said come sail away, come sail away Come sail away with me now Come sail away, come sail away Come sail away with me” I might be dating myself sharing these lyrics to the Styx classic, “Come Sail Away,” but it’s the song that runs through my head every time I think about the 3 upcoming notary cruises. A few years ago, no one was talking about gathering the notary community for workshops and networking on a cruise, but 2024 has ushered in this new era of notary events, and I am here for it! In case you’re not aware, cruising is the newest way for notaries to network and get in a bit of fun and relaxation! Here I highlight the 3 different upcoming cruises and provide you with the information you need to be a part of these incredible opportunities. Embark on a Notary Adventure with 2024 Level Up Notary Cruise! Brought to you by Lori Morgan with Sign Here and There Notary in Indiana. Set sail on a transformative journey from Orlando, Florida, to the captivating shores of Nassau, Bahamas, on our 3 nights, 4 days on the Inaugural 2024 Level Up Notary Cruise, departing on September 6-9, 2024. This is an exclusive opportunity to network with fellow Notaries and receive top-notch training from some of the best Notary Trainers from across the USA. The theme is "Level Up and Change Your Life," and the cruise is hosted by the dynamic Level Up Team. If you're interested in joining us on the cruise for the 2024 Level Up Notary Summit, it's a 2-step process. A. To secure your spot on this unforgettable cruise, contact Carnival Cruise at 1-866-721- 3225, mention Group Reference Number D5HQ98. Carnival Group Booking is open Mon - Fri. Full payment is due by June 21, so time is of the essence if you want to attend this cruise. All room quotes are based on double occupancy. Don't miss out on this incredible opportunity to elevate your notary skills while enjoying the beauty of the Bahamas! B. For those eager to participate in the Notary Summit aboard the cruise, register on Eventbrite. (Link below).  Booking the cruise does NOT give you entrance to the on-board notary summit.  You must register for that here: What you will learn on the cruise:  APOSTILLE, LOAN SIGNING, MARKETING, REMOTE ONLINE NOTARIZATION (RON), MOCKING SIGNING, GENERAL NOTARY WORK (GNW), WEDDING OFFICIATIANT AND BEST PRACTICES. Total cost for cruise and conference is approximately $475 per person, based on double occupancy. A very special THANK YOU to the cruise event sponsors: CYBERIZEIT INTEGRITY JOURNAL NOTARY ASSIST Up next, we have an event on a Royal Caribbean Notary Mastermind cruise, hosted by Daniel C. Lewis, also from Indiana and a former National Notary Association Notary of the Year and current podcast host of The Notary Podcast (click the link to see my presentation on Daniel’s podcast and to subscribe to his YouTube channel). I’m also preparing a workshop for this cruise and am thrilled to be attending! This exclusive and educational experience departs from New Orleans and sails to the stunning destinations of Cozumel and Costa Maya, Mexico and Georgetown, Grand Cayman. Get ready for an unforgettable journey filled with training workshops, networking, and adventure! Cruise Details: Departure Date from New Orleans, LA: November 2, 2024 Return Date to New Orleans, LA: November 9, 2024 During our cruise, you'll have the opportunity to enhance your notary skills through a series of comprehensive training workshops. The knowledgeable instructors, Daniel Lewis and Laura Jones, will lead these sessions on the days we're at sea, ensuring that you leave the cruise with valuable insights and new expertise. Itinerary: Day 1: Departure from New Orleans Day 2: At Sea - Training Workshops Day 3: Cozumel, Mexico Day 4: Costa Maya, Mexico Day 5: Georgetown, Grand Cayman Day 6: At Sea - Training Workshops Day 7: At Sea - Training Workshops Day 8: Return to New Orleans Our Travel Agent Host, Dennis Tooley of Fun Cruise and Travel, will ensure your cruise experience is seamless and enjoyable. If you have any questions or want to book your room, please contact Dennis at 317-430-7455. Why Attend: Expand your notary knowledge and skills with expert-led workshops. Network with fellow notary professionals in a relaxed and picturesque setting. Explore stunning destinations and create lasting memories. Don't miss out on this exceptional opportunity to combine professional growth with a fantastic vacation experience. Space is limited, so secure your spot today and take advantage of early booking benefits! Inside Cabins start at $576 per person (based on double occupancy), Ocean View Cabins start at $613 per person (based on double occupancy) and Balcony Cabins start at $745 per person (based on double occupancy).  A Deposit of $500 per Cabin is required.  Payments can be set up after the deposit is secured. To book your spot or get more information, contact Dennis Tooley at 317-430-7455 (Call or Text) or via email at And last, but certainly not least is the Notary Business Builder Celebrity Cruise to Alaska in September, 2025.  Vacation to Alaska from September 5-12, 2025 (16 months from now). It's a popular time and a popular destination, so this cruise is selling out fast (and the ship will completely sell out well before the departure date)!  If you want to join Bill, Laura, myself and the rest of the faculty of Notary Business Builder, I encourage you to book it now (and set up a payment plan like I did)!  There are currently 45 people already booked! We've put together a great group of notaries, trainers, and influencers that will join us for a shared experience that you'll remember for the rest of your life. So if Alaska is on your bucket list, click here to Join us! And yes, friends and family are welcome to join us too! My husband is coming with me. This is not necessarily a "seminar at sea." Sure, we'll have some programming, but most of this cruise is networking and connection-based. If you want to join us on this adventure, you need to make a deposit on your cabin now. In most cases, there is a $500 deposit per cabin. And here’s the amazing news:  You can make ANY payment plan you want, as long as your final payment is received by June 1, 2025 (a year from now). Our amazing travel agent, Jennifer Myers, of Expedia CruiseShipCenters Scottsdale, will handle all your reservations and payments, assuring you get the best price available. Connect with her here. Wow!  That is a lot to look forward to for notaries!  And you know what?  After the last two years of struggling to pivot and learn new skills to bolster our businesses beyond loan signings, we deserve to treat ourselves to a tax-deductible cruise while learning new things and meeting new people.  Remember, I recommend attending at least 3 notary-centered events a year! I’m curious…which cruise interests you the most?  Are you attending any of them?  Comment below so I know to look for you on the Mexico and Alaska cruises!

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