This page helps Remote Online Notaries build a simple, repeatable marketing plan. Each section includes specific action items you can add to your daily or weekly task list.
Use this as a working framework to establish consistent marketing practices that support your notary business. This is a free educational resource—no registration or purchase required.
Informational resource only. Not legal, financial, or business advice.
Read one section at a time — Don't rush through all steps at once
Add tasks to your own calendar or checklist — Transfer action items to your system
Complete actions consistently — Execution matters more than perfection
Review and update monthly — Adjust your plan based on what works
Print-friendly: Use your browser's print function to create a physical copy for offline reference.
Clarify what you're marketing before you begin promoting your services. A clear baseline prevents confusion and ensures accurate representation.
Establish a professional, accurate online presence that clearly communicates your services and availability.
Improve your discoverability by ensuring accurate representation in relevant notary directories and registries.
Tip: Accuracy matters more than volume. Focus on keeping a few key listings complete and current rather than spreading yourself thin across dozens of directories.
Reduce client confusion and position yourself as knowledgeable by providing clear, factual information about Remote Online Notarization.
Build consistency through small, repeatable actions. A weekly routine ensures your marketing efforts don't stall.
Update one listing
Choose one directory or profile to review and update with fresh information
Improve one explanation
Refine one FAQ answer or service description based on recent client questions
Send limited professional outreach
Contact 2-3 potential referral sources or respond to networking opportunities
Review inquiries
Analyze where inquiries came from and which marketing efforts are generating interest
Remember: Small, consistent actions outperform large one-time efforts. Spending 30-60 minutes weekly on marketing is more effective than sporadic 4-hour sessions.
Build relationships with professional referral sources who regularly encounter clients needing notarization services.
Title & Escrow Companies
Attorneys
Healthcare / Senior Services
Marketing plans should evolve based on what's working. Regular reviews help you allocate effort more effectively.
When a potential client contacts you, simply ask: "How did you find me?" Keep a tally in a spreadsheet or notebook.
This schedule is a starting framework. Tasks are intentionally small and repeatable so they can fit into a working notary's routine.
Complete tasks during normal business hours — Marketing doesn't require evening or weekend work
Skip or reschedule tasks as needed — Life and notary work come first
Focus on consistency, not completion speed — Better to do one task weekly than skip entire weeks
Establish accurate, professional presence
Day 1
Day 2
Day 3
Day 4
Day 5
Be discoverable where clients search
Day 1
Day 2
Day 3
Day 4
Day 5
Reduce client confusion and friction
Day 1
Day 2
Day 3
Day 4
Day 5
Build sustainable habits
Day 1
Day 2
Day 3
Day 4
Day 5
After the first 30 days, most marketing tasks become maintenance rather than setup.
Business Referrals
Note: Outreach should be professional, limited, and non-promotional. Focus on establishing genuine professional relationships.
This page is designed to be printed or saved. Many notaries maintain a simple notebook, spreadsheet, or task app to track progress.
Notebook
Print and check off tasks manually
Spreadsheet
Track tasks digitally with dates
Task App
Use any task manager you prefer
To print: Use your browser's print function (Ctrl+P or Cmd+P) or "Print to PDF" to save a copy
This worksheet is designed to be printed or saved as a PDF. Use it to document your marketing plan, track tasks, and review progress over time.
Write directly on the printed page — Use a pen or pencil to fill in your information
Reprint as needed — Update and reprint whenever your plan changes
Update monthly or quarterly — Review and adjust your plan regularly
In one or two sentences, explain your Remote Online Notary service in simple, non-technical language:
| Directory / Platform | Listed? | Last Updated | Notes |
|---|---|---|---|
| Contact Type | Organization | Date | Follow-Up | Notes |
|---|---|---|---|---|
Important Note: This worksheet is for organizational purposes only. Notaries are responsible for complying with their state laws, professional standards, and advertising rules. This resource does not constitute legal, financial, or business advice.
The following third-party resources provide additional notary marketing information. These are listed for informational reference only.
Notary Marketing Co
Third-party marketing resource for notaries
National Notary Websites
Website and marketing services for notaries
Marketing 4 Notaries
Marketing education and resources for notary professionals
Note: Listed for informational reference only. No affiliation or endorsement. USA Notary does not receive compensation for listing these resources.
Marketing your Remote Online Notarization services doesn't require expensive tools or complex strategies. It requires clarity, consistency, and a willingness to adjust based on results.
This marketing plan is a living document. Print it, adapt it to your situation, and update it as your business evolves.