Notary Marketing Worksheets
These free notary marketing worksheets are simple, fill-in tools that help remote online notaries plan their outreach, track weekly activity, and set monthly goals. Use them on this page or print them from your browser — no download or sign-up required. Pair them with the guides in our marketing hub to stay consistent and organized.
Informational resource only. Not legal, financial, or business advice.
Resources in This Toolkit
The worksheets below work best alongside the free guides in the USA Notary marketing hub. Here is what each one does and the order most notaries follow.
| Resource | What it helps you do |
|---|---|
| Remote Notary Marketing Hub | The overview page that ties every guide and worksheet together, so you always know your next step. |
| Build your marketing plan | Set a clear, compliant baseline — your states, services, audience, and online presence — before you promote anything. |
| Follow the 30-day launch plan | Work through day-by-day tasks that build visibility and listings over your first month. |
| Keep up your weekly routine | Maintain momentum with a short, repeatable checklist of ongoing outreach and follow-up habits. |
Recommended order
- Build your plan to define your baseline.
- Run the 30-day launch to get visible.
- Adopt the weekly routine to stay consistent.
- Use the worksheets below to track your activity and set monthly goals along the way.
Fill-In Worksheets
Complete these on screen, or print the page from your browser (Ctrl+P / Cmd+P) to fill them in by hand or save a PDF.
Weekly Marketing Tracker
Log one line per day: what you did, how long it took, and what it produced. Review it at the end of the week to see what is worth repeating.
| Day | Marketing activity | Time spent | Result / next step |
|---|---|---|---|
| Monday | |||
| Tuesday | |||
| Wednesday | |||
| Thursday | |||
| Friday | |||
| Saturday | |||
| Sunday | |||
| Weekly total |
Monthly Marketing Goals
Pick a few realistic goals for the month, check them off as you finish, and add your own in the blank rows.
Add your own goals:
Print tip: Use your browser’s print function (Ctrl+P on Windows, Cmd+P on Mac) to print these worksheets or save them as a PDF. There is nothing to download — the worksheets live right on this page.
Put Your Marketing to Work
Consistent marketing keeps your calendar full. When you are ready to earn from your commission, learn how remote online notaries work with USA Notary, or join the network to start receiving assigned online signings.
Frequently Asked Questions
What are these notary marketing worksheets?
They are simple, fill-in planning tools for remote online notaries: a weekly marketing tracker and a monthly goals checklist you can complete right on this page. They pair with the guides in the USA Notary marketing hub to keep your outreach organized and consistent.
Do I need to download anything to use these worksheets?
No. Every worksheet is built into this page as HTML, so nothing is gated behind a download or sign-up. If you want a paper or PDF copy, use your browser’s print function (Ctrl+P on Windows, Cmd+P on Mac) and print or save to PDF.
Which resource should I start with?
Start with the Plan Builder to define your marketing baseline, then follow the 30-Day Plan to launch, and use the Weekly Routine to stay consistent. Bring these worksheets along to track activity and set goals as you work through each guide.
How often should I use the weekly marketing tracker?
Most notaries log one line per day and review the sheet once a week. The goal is a short, honest record of what you did and what it produced, so you can repeat what works and drop what does not. Consistency matters more than filling every cell.
Are these worksheets specific to remote online notaries?
They are written with remote online notaries in mind, but the format is general. Any notary building a repeatable marketing habit can adapt the tracker and goals checklist to fit their services, target audience, and schedule.
Do these worksheets guarantee more clients?
No. They are organizational tools, not an income program, and they make no promise of results. Their value is helping you stay consistent and see which marketing activities actually generate inquiries so you can spend your time where it counts.