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February 20, 2025 • 23 mins

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Build Lifetime Notary Clients & Boost Referrals Fast with the S.M.I.L.E. Framework

đź’ˇ What if your next $20 notary appointment could turn into $2,000+ in lifetime value?

That’s not a gimmick—it’s a strategy. And in this episode of Sign & Thrive, I’m sharing exactly how you can make it happen.

Most notaries operate with a transactional mindset: stamp the document, collect the fee, and move on—only to start the hustle again to find the next client. But what if you could turn every single appointment into a long-term client and referral powerhouse?

That’s where my S.M.I.L.E. framework comes in. This system—part of my Top of Mind Method—is designed to help you:

âś… Create loyal, repeat customers who seek YOU out
âś… Build a network of referrals without awkward asking
âś… Leverage every appointment into a lasting relationship
âś… Break free from the cycle of always chasing new business

What You'll Learn in This Episode:

🔹 The two biggest misconceptions about client retention (and why they’re costing you money)
🔹 How much it REALLY costs you to constantly find new customers (hint: 5X more than keeping an existing one!)
🔹 The 5 powerful steps of S.M.I.L.E.:

  • S – Solve Their Problem
  • M – Masterfully Deliver Your Services
  • I – Implement an Ironclad Follow-Up System
  • L – Leverage Long-Term Connection Strategies
  • E – Expand Your Knowledge & Your Network

🔹 Why leaving a business card behind is NOT enough to stay top of mind
🔹 How to shift from “just a notary” to a trusted resource in your community
🔹 The simple but powerful question you MUST ask every client to ensure repeat business

Most notaries don’t take these extra steps. They’ll say it’s common sense—but it’s NOT common practice. That’s why those who apply these strategies stand out and earn exponentially more.

Your Notary Business CAN Be Different

Imagine this: Instead of constantly scrambling to find new customers, your phone rings with repeat clients who already trust you. You’re not just a notary—you’re a go-to professional with a thriving business built on referrals and relationships.

💡 If they needed a notary once, they’ll need one again—or they’ll know someone who does.

This episode is packed with actionable steps to help you stop grinding and start building a sustainable, profitable notary business that gives you financial freedom and flexibility.

📲 Want Ongoing Support & High-Performance Strategies?
Join me and hundreds of motivated notary entrepreneurs inside the High Performance Notary Collective 

Join HPN Here


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