After completing your 30-day plan, use this repeatable weekly checklist to maintain visibility, stay engaged, and keep your marketing momentum going.
How to Use: Set aside 1-2 hours each week for these tasks. Consistency is more important than perfection.
These 5 tasks keep your marketing consistent and effective
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.
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.
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.
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.
Why: Repeat business and referrals are often your best source of new clients.
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.
Add these if you want to build business referral relationships
Note: B2B relationships take time to develop. Focus on being helpful and building genuine connections rather than making immediate sales pitches.
Once a month, take 30 minutes to assess and adjust your approach
Marketing is an ongoing process. Stay patient, stay consistent, and adjust based on real results.