Automatically follow up with clients after every signing and build lasting relationships that drive repeat business.
Start Building RelationshipsYou're busy with signings — client follow-up falls by the wayside
Clients forget who you are and don't come back
Repeat clients and referrals go to whoever reaches out first
No system to maintain connections with past clients
Every signing triggers a structured follow-up sequence — automatically.
Client session finished
Client receives completion confirmation and secure document link
Personalized appreciation message
Personal touch to maintain relationship and remind of services
Value-add content to keep you top of mind
Seasonal or anniversary reminder for future needs
Invite to refer friends or reactivate for new services
Appreciation message to referral source
Quick check-in to strengthen partnership
Remind of upcoming availability for new orders
Ongoing engagement to keep partnership strong
+ Additional touchpoints as needed
Set it once and forget it — the system handles everything
Stay top-of-mind with automated touchpoints
Keep your referral sources happy and engaged
The difference between a one-time client and a lifelong customer is the follow-up.
Every signing is a chance to build a lasting relationship.
Without follow-up, those connections fade — and clients forget you exist.
"My clients come back because SharpNote keeps me in front of them."
That's what successful notaries say about the automated follow-up system.
Join notaries who are automatically nurturing client relationships and growing their business.