Ongoing Weekly Marketing Routine
After completing your 30-day plan, use this repeatable weekly checklist to maintain visibility, stay engaged, and keep your marketing momentum going.
Last updated: July 9, 2026 · By Andrew Ray Yon, MBA, ChFC — CEO & Founder, USA Notary
How to Use: Set aside 1-2 hours each week for these tasks. Consistency is more important than perfection.
Core Weekly Tasks
These 5 tasks keep your marketing consistent and effective
Update at Least One Directory Listing
Refresh your profile on Notary Rotary, 123notary, Snapdocs, NotaryCafe, or your state notary association. Add a new service detail, update your bio, or respond to reviews.
Why: Keeps your listings current and signals to platforms that you're active.
Post Educational Content
Share 1-2 posts on social media, NextDoor, or a blog explaining RON, notary services, or common questions. Use plain language and focus on educating potential clients.
Why: Builds trust and positions you as an expert in your community.
Check & Respond to Inquiries
Monitor your email, website contact form, directory messages, and social media for client questions or booking requests. Respond within 24 hours.
Why: Fast response times improve conversion rates and client satisfaction.
Follow Up with Past Clients
Send a brief check-in email or message to 3-5 past clients. Ask if they need additional notarizations or know anyone who might. Keep it friendly and non-pushy. Prefer to automate the review-request side? See the automated testimonial system.
Why: Repeat business and referrals are often your best source of new clients.
Review & Track Your Results
Look at your booking numbers, website traffic (if tracked), and directory views. Note what's working and what isn't. Adjust your approach as needed.
Why: Data-driven decisions help you focus on the marketing activities that actually bring clients.
Optional: B2B Outreach Tasks
Add these if you want to build business referral relationships
Weekly B2B Checklist
- Email 2-3 real estate agents, attorneys, or loan officers introducing your remote notary services. Keep it brief and professional.
- Connect with 3-5 professionals on LinkedIn and send a personalized note about collaboration opportunities.
- Attend one networking event (virtual or in-person) where real estate, legal, or financial professionals gather.
- Follow up with 2-3 contacts from previous outreach efforts. Share a helpful article or just check in.
Note: B2B relationships take time to develop. Focus on being helpful and building genuine connections rather than making immediate sales pitches.
Monthly Review & Adjustment
Once a month, take 30 minutes to assess and adjust your approach
What to Review:
- • How many client inquiries did you receive this month?
- • Which marketing channels brought the most clients?
- • Which directory listings or social posts got the most engagement?
- • Did any B2B relationships lead to referrals?
- • What marketing tasks felt most effective vs. least effective?
What to Adjust:
- • Double down on the channels that are working
- • Reduce time spent on low-performing activities
- • Update your messaging if clients have recurring questions
- • Test one new marketing tactic each month
- • Celebrate wins and stay consistent with what works
Marketing is an ongoing process. Stay patient, stay consistent, and adjust based on real results.