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Adams Mobile Notary Service

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Adams Mobile Notary Service primarily targets individuals who are over the age of 60, with health issues that restrict their mobility but in need of notary services.

Audience Type

  • B2C
  • Seniors with mobility restrictions

Needs - Primary Buying Considerations

  • Convenience of notary service to their doorstep
  • Trustworthy and professional service

Demographics

  • Age Range: 60+
  • Gender: All
  • Geography: Localized to business's base location (city or town)
  • Income Level: Likely varying, but enough to afford $51 - $100 one-time fee
  • Profession: Likely retired or close to retirement

Psychographics

  • Lifestyle: Likely homebound due to health issues
  • What they value: Convenience, trust, accessibility
  • Pain Points: Difficulty traveling for mandatory services
  • Buying Behavior: Responsive to clear communication and convenience

2. My Message to My Target Audience

Refined Elevator Pitch

  • Adams Mobile Notary Service provides those who are unable to travel with essential notary public services, conveniently at their chosen location, enabling them to complete important documents stress-free.

Understanding Their Pain Points

  • Struggling to find time and means to visit a traditional notary.
  • Currently unable to access traditional notary services due to restricted mobility.
  • Experiencing stress and uncertainty about getting essential documents notarized.

Transformation

  • No longer have to worry about how to get their important documents notarized.
  • Feeling relieved, supported, and satisfied.
  • Convenient and hassle-free notarization process right in their home.

Unique Selling Proposition (USP)

  • Service comes to the client, not the other way around.
  • Flexible hours, working outside regular 9-5 business hours.
  • Provision of an essential service for a vulnerable section of the population.

Brand Values & One-Liners

  • 'Making notary services accessible to all.'
  • 'Your notary service, at your doorstep, on your time.'
  • ‘Serving those who can’t travel with notary at hand.’

Tone

  • Adams Mobile Notary Service communicates in a personal, caring, and professional tone. We strive to make our customers feel valued, assured, and relieved.

Hero Text Idea

  • Flag Text: Serving Across U.S.
  • Main Headline: Making Notary Service Accessible
  • Sub Headline: We travel to you. Get your important documents notarized, conveniently and comfortably.
  • CTA: Book Your Mobile Notary Today

3. The Media I Will Use to Reach my Target Market

Website

  • Build website on Wordpress for low budget and flexibility
  • Focus on mobile-first design due to target audience's potential technology use
  • Track conversions relevant to appointment bookings

Social Media

  • Focus on Facebook due to its popularity among the 60+ demographic
  • Post 2-3 times per week featuring testimonials, behind-the-scenes, and educational content

Paid Advertising

  • Use Google Display Network to retarget website visitors
  • Facebook ads to reach local 60+ demographic

SEO and Content

  • Leverage blog to educate about notary services
  • Optimize site for local SEO

Offline and Local Media

  • Sponsor local health-related events
  • Use direct mail targeting living facilities for the elderly

Online Events

  • Host a monthly webinar educating about importance of notary

Partnerships & Outreach

  • Partner with local healthcare offices and senior centers for referrals

Online Networking

  • Join Facebook groups and forums for seniors and caregivers

Directories

  • List the business in local online directories and specialized directories like the American Association of Notaries
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Guide: 'The Need-To-Knows of Notary Services'
  • Checklist: 'Preparing for Your Mobile Notary Visit'
  • FAQ Document: 'Common Notary Questions Answered for You'

Tripwire Offer

  • Discounted first service as introductory offer
  • Bundle offer: Notary for more than one document at a reduced price

Welcome Sequence

  • Introduction email with details about Adams Mobile Notary Service
  • Follow-up email with lead magnet (guide/checklist/FAQ)
  • Reminder email about Tripwire Offer
  • Satisfaction survey post service completion

Segmentation

  • Segment based on service type required (document type)
  • Segment based on geography (to manage travel feasibility)
  • Segment based on frequency of service requirement

Chatbot and Automation

  • Install chatbot for easy appointment booking
  • Set up automated email sequence from lead capture to follow-up
  • Use automation to trigger SMS reminders about upcoming appointments

CRM Installation

  • Install a basic CRM like Hubspot to keep track of leads, customer data, and interactions
  • Segment leads in the CRM for targeted communication

2. My Lead Nurturing System

Marketing CRM

  • Recommended platform: Hubspot
  • Automation Capability: Welcome sequence setup, follow-ups, segmentation
  • Improvements: Integration with website for lead capture

Sales CRM

  • Recommended platform: Hubspot
  • Pipeline tracking: Through Hubspot stages and automation
  • Upgrades: Incorporation of SMS and appointment scheduling automation

Automated Follow-Ups

  • Types of Automations: Post booking confirmation, pre-service reminder, post-service survey
  • Frequency or Triggers: Immediately after booking, 24 hours before service, immediately after service

Newsletter

  • Frequency: Monthly
  • Topics: Importance of notary, latest legal changes affecting notary, customer stories
  • Segmentation: Based on type of service required and frequency of requirement.

Retargeting & Ads

  • Platforms: Facebook ads, Google Display Network
  • Goals: Reach local 60+ demographic, retarget website visitors

Social Media and Content

  • Posting frequency: 2-3 times a week
  • Content type: Educational, customer testimonials, behind-the-scenes

Webinars and Events

  • Suggested cadence: Monthly webinar on 'Understanding Notary Services'
  • Purpose: To build trust, educate prospective customers, and stay top of mind

Other Nurture Channels

  • Utilize a Chatbot for quick queries and appointment bookings
  • Send SMS reminders for upcoming appointments
  • Automated email sequence from lead capture to follow-up

3. Sales Conversion Strategy

Sales Process

  • Respond to inquiries within 24 hours to set an appointment
  • Implement regular follow ups to address and manage objections
  • Adoption of a CRM system for tracking and analyzing contact interactions

Sales Assets

  • Develop SOP for collection of testimonials
  • Create information kit explaining the process, importance and pricing of service
  • Develop script for handling inquiries and objections

Testimonials and Case Studies

  • Implement system to gather customer testimonials after each service
  • Add testimonials to social media and website to build trust

Conversion Rate Insights

  • Utilize tracking in CRM to measure and analyze conversion rates
  • Regular monitoring and tweaking of sales process based on CRM data understanding

Urgency and Offers

  • Consider seasonal promotions targeting specific documents (tax forms, wills)
  • Develop a fast booking incentive – for example, priority scheduling for bookings made within 24 hours after first contact

Guarantees and Risk Reversal

  • Communicate and emphasize complete confidentiality and professionalism of the service
  • Offer a post-service satisfaction guarantee, with options for a free repeat appointment if needed

Shock and Awe

  • Send a personalized thank you note post-service
  • Develop a referral incentive program for clients
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Personalized welcome message and service overview upon booking confirmation.
  • Give a clear outline of what to expect during the visit.

Communication Cadence

  • Regular text or email updates on scheduled visit including a reminder a day before.
  • Send a follow-up thank you message after each visit.

Client Education

  • Offer a simple guide on the purpose and process of notarization.
  • Provide relevant FAQs on the website to assist in customer queries.

Personalized Touches

  • Send a birthday greeting to the client.
  • Acknowledge the client's loyalty by giving a 'thank you' note during regular visits.

Visuals and Documentation

  • Provide clear, printed receipts of the notary service.
  • Offer an optional service of securely taking a digital copy of the notarized document.

Feedback and Proactive Support

  • After-service brief survey to gather feedback and assess client satisfaction.
  • Quick resolution of any post-service issues.

Guarantee or Promise

  • Reassure clients of the legitimacy and trustworthiness of the service by clearly stating the license details.

Operational Excellence

  • Punctuality and dependability for all appointments.
  • Maintain a professional demeanor and appearance during the service.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce a loyalty program with discounts for recurring use
  • Consider an 'Annual Verification Package' for repeated paperwork needs

Upsells & Cross-Sells

  • Offer additional document assistance services (copying/scanning)
  • Introduce power of attorney service offerings or estate document notarization

Bundling & Packaging

  • Create a 'Full Document Package' that includes notarization and additional document services
  • Consider a 'Family Bundle' for multiple documents in the same household

Loyalty & Retention Programs

  • Introduce a referral program that offers discounts for both the referrer and the referee
  • Regular, personalized communication sequences to stay top of mind

Custom Services and Personalization

  • Premium services for expedited notarization

Pricing Strategy

  • Provide a discount for scheduled repeat services
  • Special rates for off-peak hours

Customer Data and Insights

  • Implement a simple CRM system to record customer details and track repeat business

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • $5 off their next notary service for the referrer.
  • $5 off the first service for the referee.

Shareable Assets

  • Pre-made email template with details of services and discounts.
  • Social media post templates with referral code system.

Timing and Triggers

  • Ask customers for referrals after successfully completing the notarial act.
  • Automate email asking for referrals one week after service.

Client Success Stories

  • Regularly collect and share testimonials on social media and emails.
  • Feature testimonials on dedicated website page once website is live.

Referral Contests

  • Quarterly draw for a free notary service for anyone who referred a new client that quarter.

Thank-You Experience

  • Send a personalized thank you email to every customer who brings a new client.
  • Give special recognition to a quarter's highest referrer on social media.

Partner or Affiliate Programs

  • Entertain potential partnerships with elder care facilities and health centers.
  • Provide exclusive discounts to partners who refer consistently.

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