Sunday, January 7, 2018

How to Market your Services to Attorneys (and Sample Letter!)

I am starting something new!

I will regularly pull questions from the Notary/Signing Agent Network Facebook group and answer the ones that I think are befitting of a chapter / lecture in a free New Notary Orientation Guide - mini-lectures stuffed with answers.  They may come weekly or more often, but all will have GOOD content. I promise. 

Please note that the guide is a growing publication.  It will be added to as I notice great questions that need more than my infamously terrible typing on Facebook.   Sign up here and be notified every time there is a new question that deserves a thoughtful, credible answer.  Going forward, the answers will not be printed in full here as this one is.  They will be ONLY for those who sign up.

The next edition will include a tried and true answer on how to market your services to doctors.  READ MORE DETAILS ABOUT MY NEW LITTLE PROJECT BELOW THE ARTICLE.


How to Market your Services to Attorneys


No excuses. If you don't do it, you won't have a thriving business. It will fail.

Below are tips to help you grow your client list and get your notary business in front of the legal professionals in your town. In my next blog post, 'll cover how to write a letter to a medical professional.

You are dealing with professionals.
Spelling and grammar is important. So is presentation. Use letterhead or set up an email that looks like letterhead within the body of your email. (Of course, using an email is only for the case in which you have email addresses for doctors and lawyers you intend to solicit!) If you use email, don't make a flyer in PDF format and send it to the proposed client as an attachment. They'll delete it or it will get caught in the spam catcher.

Do you need examples of letterhead templates? Examples of letterhead templates can be located by searching Google. Be sure to include your website or Facebook page link.
TIP! - Use for making easy to remember links. For instance, I can make my notary news site easy to remember by shortening it to: rather than
Deliver Marketing Letters in Person 
Use a nice white envelope and slip in a few business cards. Address the envelope to the professional and staff. For instance,
  • Brad Thomas, Attorney at Law (and Staff)

Provide promotional items, if you have them, to the person who takes the envelope. You can also drop one in the envelope. But, you can also be sure that the person who takes the package has a lot to do with which notary is called if one is needed. Be careful to encourage the receptionist's favor. 

Please note, I am skipping the lecture on dressing appropriately before visiting the office because if you don't have that one figured out, you won't like this business. Looking awesome is part of the deal.

Pick up business cards -- As mentioned above, while you are in the office, collect business cards. If you are able to collect email addresses using that method, you have hit a home run! You are going to start an email list. Refer to my article on email marketing on my blog for more tips on marketing. Email lists are the lifeblood of any business today! If you don't read this article on email marketing -- no more answers for you! Please read it.
Take one packet per professional. Address each one. Otherwise, you should have not bothered. They don't necessarily share resources. Don't make the receptionist decide who gets the packet. Have plenty to go around.
No terms for payment in your letter! Keep negative discussions about what you do if there is a non-payment or other topics that will be irritating out of your letter. Provide your terms once you win the account.


Change the information between the brackets for the specialty that the attorney practices. For instance, you may be targeting these types of specialties.
  • Wills and probate
  • Personal injury
  • Family law
  • Criminal law
  • Real estate law
  • Homeowner associations

Go to Google and search for attorneys in your area. Personalize each letter you send out. Read the form letter below carefully. Make it fit your business style and model.

Marketing Form Letter for Attorneys

Mr. Jack Mack

Attorney at Law

456 Fifth Street

Your town, State 00000

Re: Providing Mobile Notary Services for You and Your Clients

Dear Mr. Mack:

As an attorney who handles [type of law] cases in Town, you may be interested in my mobile notary services.

If you have home-bound or hospitalized clients, clients who have suspended licenses, or don't drive, or even clients who can’t leave work during business hours to have a will or other important documents notarized. I will gladly meet with your clients at locations that are convenient to them.

I can pick up documents from you or print them out from documents that you email to me.

I'll gladly return documents to your office after they are signed, take them to be recorded or filed at the courthouse, or if you'd like. (At this time, I don't have an account for eRecording.)  But, I can make it easier on you!  If requested, I can scan them from the client's location and provide digital copies to you for your files. Dropping them off at FedEx or UPS is also a professional service that I provide. I'm here to make your workflow easier!


My fees are based on mileage and time involved. I will quote ahead. As an example, my base fee for traveling directly to a client in zip codes 99999, 88888, and 77777 is usually $XX, plus notarial fees based strictly on our state fees.

I will provide a quote and an itemized receipt to you or your client as you require.

I am available to go to outlying areas such as zip codes 00000, 00001, 00002, Middling County, Durbookie County, and the towns of Enots and Anerb for an additional fee of $XX which is based on tolls and mileage to those locations.
Coverage area:
Our county of Zero, plus these five counties

  • One County (Additional $30-$50 depending on location, mileage, tolls.)
  • Two County (Additional $15-$25 depending on location, mileage, tolls.)
  • Three County (Additional $10 - $25 depending on location, mileage, tolls.)
  • Four County (Additional $50 - $75 depending on location, mileage, tolls.)
  • Five County (Additional $75-$125 depending on location, mileage, tolls.)

By appointment only - XX:XX a.m. and XX:XX p.m.

Payment methods/receipts: Cash, PayPal, Google Pay, and credit cards. Accounts / monthly billing available.
Telephonic hearings/remote depositions: This service is available.
Group rates: Service offered at discounted rate to all types of groups--probate estate heirs, traveling groups, homeowner associations, etc. Call for a quote.
Other details: Normally, I do not provide witnesses. Your clients should provide current ID with a photo, signature, and serial number issued by a government agency.

Let me know if I can provide more information!


Your Name

Your business

Your phone number

Every day notaries ask questions that I have never thought to answer! I have tried a million times to do this, but hopefully, this is the answer! Stone Training Stop on Teachable should be able to help me stay on top of it all. As a registered member of my Stone Training Stop, you can just hop on when there's a new answer. You'll receive an email that a new lecture has been posted.

Currently, there's no audio or video on the lectures I have added. However, in the future, some will have audio, some will have video, and some will be plain ol' reading!

I hope this is eventually THE BEST notary orientation guide available.

May your eyes be opened!

Got a question? Ask it on Notary/Signing Agent Network -- this group belongs to my long-time friend Robert Owens. I watch it closely. if your questions gets a lot of excitement, it will become a part of this guide. Maybe you won't be able to stump me with your questions! (No, I won't add your name unless you ask me to!)
Brenda Stone
So far, here's what's been added:
  1. What's this course about? (Added 1/7/18)
  2. Is this holding you back? (Added 1/7/18)
  3. How to Build Your Own List of Loan Signing Clients (Added 1/7/18)
  4. Do you have a sample letter for soliciting work from attorneys? (Added 1/5/18)

  5. Do you have a sample letter for soliciting work from doctors? (Coming soon -  1/10/18)

You're gonna love this.  I promise!

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