Your Profile as a Marketing Tool

Written by William Ponsot, a NY Notary and Signing Agent

Marketing is part of being an Independent Contractor. There are, however, many facets of marketing, some of which we neglect; while others we pay meticulous attention to. We don’t mean to; but some things we do are then put aside when done, in order to take care of more immediate concerns.

A clear example of this is your online profile. If you are like many other ICs, you have several profiles floating around the nte. That’s great, broader exposure, more calls or inquiries for your service, more hits to your website…right? Maybe…then again, maybe not.

It all depends on how well that profile is written in the first place and most importantly, how current it is.

Most often what happens is you think of it as a task completed, and you never give it a second thought. In fact, you should be refreshing it every 30 days or so. Updating your Personal Information, certifications, how much work you have accomplished, and so on. All the statistical info you present in your profile changes all the time, so should you change your profile. A lot of the time, profiles are left incomplete too and then forgotten about.

In both scenarios, it is BAD for business. Incomplete or inaccurate info leads to NO CALLS. Outdated profiles have the same result because you appear lackadaisical – and if you are not taking your Public Profile seriously, why should anyone else?

A quick ‘true story’ ….I got a call from UNAA’s Linda Kassis about a closing scheduled for that afternoon in New York State. She thought maybe I could do it, or find someone who could. It was not in a county I services, so I went to the Notary Locator and got a list of potential closers.

My first call was answered by someone who had no idea what I was taking about. It was a wrong number! I cross-referenced it and double checked the site – then emailed the notary to check his profile and fix the problem. Then without exception 5 out of 5 calls went to voice mail.

I was only trying to help out, and could not pursue it further, however, I was alarmed by the results of my effort, and several ideas came to mind immediately.

If you have already written a profile, proofread it for errors and completeness.
Make sure it’s up to date and accurate.
Contact information includes your Name, Cell Phone, Alternate Phone #, Fax #, Email Address, Website and perhaps a mailing address. Make it as      convenient as possible for a potential client to reach you.
Include the hours that you work – there is no shame if you work as a Notary/SA part-time. Include the days and hours you are available. If someone      is calling for YOUR service, and it goes to voicemail, unless they are a regular customer, they will continue calling around until they find someone          that answers their phone. So, posting your available times will reduce calls made while you’re not free and keep you in the good graces of                          the Schedulers.

Outline the territory you service – regardless of the mileage factor, there may be an area 5 minutes away that you won’t service (for whatever reason), and yet another 30 minutes away is your favorite. Break it down for them.

List your experience and credentials – You could include the # of Closings you have done, types of Loans you have experience with, Certifications, Awards and General Accomplishments as related to your Notary work.

A phot of yourself helps people to identify you as a human being rather than as a robot. Also, when you are communicating with your cliens via email, they will then be able to put a “face to the name”.


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