Notary signing agents should target three groups: new prospects through data-gathering meetings, past contacts who haven't converted yet, and previous clients with genuine thank-yous. The holidays create natural momentum for follow-ups and relationship building across all three buckets.
Chapters
There are three buckets of people you need to talk to this holiday season. The first bucket is people you've never marketed to. The first interaction is you setting up the follow up. Humans like familiarity. You're not familiar the first time around, but guess what, you're going to be the second time around. Your first meeting is just collecting information that you can cement on the second follow up. Second follow up is key. But again, what makes the holidays amazing and is we have a natural follow up. Like a very natural follow up. That's why you got to take advantage of the holidays now. This is relationship building season. Realtors do it, lenders do it, car salesmen do it. Everybody is not the only one. So second bucket is the follow up. Then there is a third bucket. The third bucket is someone who's given you at least one signing the past year. So there's three buckets. We got new clients in the market too. We have follow up clients and we have clients who have got at least one signing with. Do we all understand the different buckets in what we do? So the holidays is a great way to get in front of somebody who used to give you business and you're just coming in with authentic gratitude for the signings they gave you eight months ago.
