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The 3 Lists That Will Transform Your Notary Business (and How to Build Them)

Dec 27, 2024

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If you’re a notary entrepreneur, here’s the truth: Your relationships are your greatest asset.

Not your stamp.
Not your fees.
Not even your Google rankings (though those are important).

Your relationships, nurtured with intention, can make the difference between scrambling for clients and having a steady flow of appointments.

But if you’re like most people, when I say, “Tap into your network,” your brain freezes. Who’s in my network? How do I connect with them?

Don’t worry. I’ve got you covered.

Today, I’m sharing the three critical lists every notary entrepreneur needs to build a successful business:

  1. Your Referral List
  2. Your Contact List
  3. Your Fab 100 Cold Prospect List

These lists make growing your business intentional, organized, and, dare I say, FUN.

List #1: Your Referral List

Imagine this: A client signs their documents and asks, “Hey, do you know a good real estate agent? A great attorney? A trusted contractor?”

If you can confidently say, “Yes! Here’s someone I trust,” you instantly become a valuable resource. And here’s the kicker: The professionals you refer will remember you and return the favor.

Your Referral List is a curated list of businesses and professionals you can recommend to your clients. Think:

  • Real Estate Agents
  • Estate Attorneys
  • Insurance Brokers
  • Handyman Services
  • Landscapers
  • Housekeepers

But don’t stop there! Add local gems you love:

  • Your hairstylist
  • Your favorite brunch spot
  • The best local park for a lunch break

Why? Because when you share your favorites, you become the go-to notary—someone your clients like, trust, and remember.

How to Build Your Referral List

  1. Start with your specialties.
    • Loan signings? Connect with mortgage brokers, realtors, and escrow officers.
    • Apostilles? Think immigration attorneys, travel agents, and translators.
  2. Reach out and connect.
    • Let these professionals know you’re building a trusted referral list and want to include them.
    • Ask: “Who’s a great referral for you?” Knowing this helps you connect them to the right clients.
  3. Make it easy to find.
    • Create a shareable PDF or one-pager using Canva. Add the list to your website, or have it ready for clients.

The more referrals you give, the more you’ll receive. Remember: Givers gain.

List #2: Your Contact List

Here’s where things get interesting. Most notaries underestimate how many people they know.

In a recent survey I ran, most notaries said they knew fewer than 100 people.

That’s not true.

If you’ve ever had a job, gone to school, or stood in line for coffee, you know hundreds—if not thousands—of people. Your Contact List is a goldmine, and I’ll show you how to dig it up.

How to Build Your Contact List

  1. Start with your phone contacts.
  2. Add your social media connections.
  3. Include your email contacts.
    • Check your Gmail, Outlook, or whatever email service you use.
  4. Consolidate and organize.
    • Put everything in one place: a spreadsheet, a CRM, or a notebook.

Why does this matter? Because every person on this list is a potential client, referral partner, or advocate for your business.

When you tell them about your notary services, they’ll cheer you on. They WANT to support you. Don’t keep your business a secret!

List #3: The Fab 100 Cold Prospect List

Now for my favorite: the Fab 100 Cold Prospect List.

If you want to work with the BEST clients—dream clients—you need to know who they are and go after them with intention.

Your Fab 100 is a list of 100 potential clients you’d love to work with in your chosen specialty.

How to Build Your Fab 100

  1. Choose your specialty.
    • Loan signings? Target title companies and mortgage brokers.
    • Apostilles? Connect with law firms, travel agencies, and consulates.
  2. Research your prospects.
    • Use Google, LinkedIn, industry directories, and local business journals.
  3. Make it specific.
    • Include the company name, contact person, and their details.
  4. Build a list for each specialty.
    • If you have multiple specialties, create a Fab 100 for each one.

Once you have your list, you’ll start reaching out—strategically and thoughtfully. But that’s a training for another day.

For now, focus on building the list.

Pulling It All Together

Here’s a recap of the three lists every notary entrepreneur needs:

  1. Referral List – A network of trusted professionals to connect your clients to.
  2. Contact List – Every person you know, organized and ready to support your business.
  3. Fab 100 – Your dream client list, built with focus and intention.

These lists are the foundation of a thriving notary business. And the best part? You don’t have to create them from scratch.

I’ve already made easy-to-use templates for all three lists.

Ready to Take Action?

If you want access to the templates—and an amazing community to hold you accountable as you grow your business—join us in High Performance Notary.

We’re here to help you hit your revenue goals, build strong relationships, and become the go-to notary in your market.

[Join High Performance Notary Now → Skool.com/notary]

Your network is waiting for you to step up.

See you inside. 🚀

PS- I made a template that includes all three of these lists and more. Get it here.

 

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