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The Entrepreneurial Notary: Business effectiveness: two CPE points

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Who should attend?
• Notaries thinking about coming off the Roll.
• Notaries wanting to expand.
• Newly qualified Notaries
• Solicitors wishing to attract more notarial clients
Lifestyle notaries, Integrated Service notaries and of course, the Entrepreneurial notary

A half day workshop for Notaries considering ‘coming off the roll’ or Notaries wishing to boost income and increase efficiency

An entrepreneur ... a person who has possession of an enterprise and is accountable for the inherent risks and the outcome.  There are different types of entrepreneurs; the Entrepreneurial Notary is most likely to fall into the ‘lifestyle’ category.  “A lifestyle entrepreneur places passion before profit when launching a business” Wikipedia.

Notaries may not necessarily place passion before profit, but certainly many intend to develop and grow their notarial practice in order to make a sustainable and viable living working in a field where they have a particular knowledge and a high degree of expertise and - hopefully -an interest and talent.

This half day workshop explores strategy, marketing and administrative efficiency.
Join a small group to discuss how these topics affect you.

  • Strategy
    • The Characteristics of an entrepreneurial notary
    • Business structure
    • Why some notaries do better than others
    • The strategy that really works for notaries
    • Do I need a business plan?

  • How to attract more clients and how to keep them
    • What really is client care?
    • What is your brand image?
    • The importance of document presentation
    • Marketing and advertising; how much should I spend?
    • What does your web site says about you?
    • Getting found by  Google
  • Administrative efficiency
    • How to manage out-of-hours phone calls
    • Getting paid: how to accept payment by card
    • Communicating by Email; signatures, combined letter and letterhead
    • Client registration forms incorporating complaints procedure and terms & conditions
    • Leverage your ‘Master Client Register’
    • Should I bother with Skype or ‘Live Chat’?
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*SOLICITORS: 3 CPD hours are awarded on request