This is a YouTube video titled "LIVE DEMO: New Notary Marketing CRM Software! 📲 | Loan Signing System" featuring Mark Wills giving a detailed live demonstration on how notaries can use a marketing CRM app to convert leads into contacts, automate email follow-ups, and set reminders, all from a mobile device. The content is instructional and focused on marketing and client management for notaries.
Chapters
If you're a notary, I want you to envision this. You just walked out of an escrow office, a networking event, you got a business card, you had a great conversation. Now I want to show you how easy it is to turn this lead into a contact in your notary marketing software and how simple it is to put them into an email automated drip all from your phone. Watch this. What you got to do is this very simple. Just open up the app right from your phone. Hit the plus button here, scan business card. It does all the hard work for you. You're going to hit the word save, uploads it directly into it for you as a contact. Then I go to the contact, I go down, hit add. Hit workflows. You go scroll down. These are preloaded into your software, written by me. You hit add. Now they're added to an automated email follow up sequence. I hit notes. I'm going to take notes on the interaction with them by doing this. Just met Susie. She worked at Chicago title for over 10 years, has three children. A 49ers fan. Currently has a notary she's working with but always looking for more. Going to follow up with her in two weeks. Hit save. And then I'm going to create a reminder that I'm going to follow up with her in two weeks by hitting the add button here it says follow up description is two weeks. Let her know I'm available, bring donuts and something for her dog. Hit save. And then what I'm going to do is put a calendar reminder. So it's going to auto tell me on the 23rd to go see her. It's going to set an automatic alarm that 3:00pm Ted conduct hit. Okay, hit save. And done. It was that simple.
