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Keep Asking Questions – How first time clients can become repeat customers

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Keep Asking Questions – How first time clients can become repeat customers

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    by Notary Course Online
  • September 13, 2024
Tapping into that revolving door of new customers. Depending on the industry or transaction, a client’s need for notarization on a document can be an everyday occurrence or only a couple of occasions in a lifetime. Some examples of more frequent needs for a notary on staff would be law firms or development companies. Legal documents such as Powers of Attorneys or development documents such as Grant Deeds or Lease Agreements may need multiple signatures that require notarization quite frequently.  Residential property purchases or living trust signings are transactions that are less frequent for most people. But when a mobile notary gets an assignment from a signing service, the notary is usually dealing with a client they have never met before and it may be just a one time transaction. But meeting new clients on a daily basis is a great way to increase the number of regular clients you see on a more frequent schedule. You just have to ask the right questions when those opportunities present themselves. This is especially opportunistic if you will be providing service at a business that does not have their own in-house notary public. Mobile Notaries provide the widest variety of service. Especially here in California where real estate values are high, home refinances are what keep most mobile notary signing agents busy. But those transactions have slowed with rising interest rates and the fact that most homeowners are not refinancing too many times on the same properties. So those clients will most likely be single service transactions. But when mobile notaries have lots of experience over a wide variety of signing services across many types of industries and professions , the likelihood of servicing business and commercial clients is very high. The business clients also tend to already have their documents prepared within their own office, saving the notary both time and money by not having to print large sets of documents. This is also where confidence and customer service matter most as part of your first impression at these types of signings. Offering professional service that is convenient for busy businesses saves them time and money as well on notary training and insurance costs. It doesn’t hurt to ask .  At the conclusion of the signing appointment, don’t be afraid to ask the client some questions as to how often they need notary services performed for their business. Some clients will have long standing relationships with signing services or a notary referral company. But you never know how strong that relationship is unless you ask how that service is going for their particular company’s needs. Maybe the signing service fees have been going up and the business is now looking for a competitive service that offers better service pricing and terms. Maybe they no longer have a good working relationship with their notary referral and would like a change now that you’ve had a chance to meet them in person and dazzle them with the excellent notary service. You never know…unless you ask. And even if the answer is no or they are happy with their usual notary provider, be sure the client has your up to date contact information and service pricing for when they are ready to give you a chance for  more of their regular business.

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