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Notary Public Business Plan Template

Written by Dave Lavinsky

how to start a notary business

Notary Public Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their notary public companies. 

If you’re unfamiliar with creating a notary public business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a notary public business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Notary Business Plan?

A business plan provides a snapshot of your notary public business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Notary Business

If you’re looking to start a notary public business or grow your existing notary public company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your notary public business to improve your chances of success. Your notary public business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Notary Public Businesses

With regards to funding, the main sources of funding for a notary public business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for notary public companies.

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How to write a business plan for a notary public business.

If you want to start a notary public business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your notary public business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of notary public business you are running and the status. For example, are you a startup, do you have a notary public business that you would like to grow, or are you operating a chain of notary public businesses?

Next, provide an overview of each of the subsequent sections of your plan. 

  • Give a brief overv iew of the notary public industry. 
  • Discuss the type of notary public business you are operating. 
  • Detail your direct competitors. Give an overview of your target customers. 
  • Provide a snapshot of your marketing strategy. Identify the key members of your team. 
  • Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of notary public business you are operating.

For example, you m ight specialize in one of the following types of notary public businesses:

  • General Notary : this type of notary business involves general notary work where you travel to clients to notarize documents that are not related to real estate transactions. This can include powers of attorney, trust documents, healthcare-related documents, auto title transfers, etc.
  • Loan Signing Notary: this type of notary business usually requires additional certifications specific to the mortgage industry in order to become a Signing Agent. As a Signing Agent, you will receive assignments from signing services, such as title companies and mortgage companies to conduct signings for mortgage and real estate transactions.
  • Non-Notary Services: this type of notary business is to add additional sources of revenue to your notary public business. This can involve fingerprinting services, inspections, courier services, and apostille services. 

In addition to explaining the type of notary public business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include the number of clients served, the number of notaries with positive reviews, reaching X number of clients served, etc.
  • Your legal business structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the notary public industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the notary public industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your notary public business plan:

  • How big is the notary public industry (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential target market for your notary public business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your notary public business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: homebuyers, individuals needing legal or medical documents notarized, real estate agents, and title companies.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of notary public business you operate. Clearly, title companies would respond to different marketing promotions than individuals needing medical documents notarized, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are othe r notary public businesses. 

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes title company employees, postal service notaries, or real estate company notaries. You need to mention such competition as well.

For each such competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

  • What types of clients do they serve?
  • What type of notary public business are they?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you provide service where you travel to the client?
  • Will you offer products or services that your competition doesn’t?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a notary public business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type o f notary public company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide apostille services, inspections, officiatiate weddings or fingerprinting services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of yo ur plan, yo u are presenting the products and/or services you offer and their prices.

Place : Place refers to the site of your notary public company. Document where your company is situated and mention how the site will impact your success. For example, is your notary public business located in a busy retail district, a business district, a standalone office, or purely online? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your notary public marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

  • Advertise in local papers, radio stations and/or magazines
  • Reach out to websites 
  • Distribute flyers
  • Engage in email marketing
  • Advertise on social media platforms
  • Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your notary public business, including answering calls, scheduling notary appointments, traveling to clients and/or notarizing, etc. 

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to book your Xth client, or when you hope to reach $X in revenue. It could also be when you expect to expand your notary public business to a new city.  

Management Team

To demonstrate your notary public business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally, you and/or your team members have direct experience in managing notary public businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a notary public business or successfully running a small real estate or title company practice.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance s heet, and cash flow statements.  

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you see 5 clients per day, and/or offer additional services ? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.  

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your notary public business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.  

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. 

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a notary public business:

  • Cost of notary certifications and notary supplies
  • Payroll or salaries paid to staff (if any)
  • Business insurance
  • Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or a list of services you plan to offer.  

Writing a business plan for your notary public business or mobile notary business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the notary public industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful notary public business.  

Notary Public Business Plan Template FAQs

What is the easiest way to complete my notary public business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your notary public business plan.

How Do You Start a Notary Public Business?

Starting a notary public business is easy with these 14 steps:

  • Choose the Name for Your Notary Public Business
  • Create Your Notary Public Business Plan
  • Choose the Legal Structure for Your Notary Public Business
  • Secure Startup Funding for Your Notary Public Business (If Needed)
  • Secure a Location for Your Business
  • Register Your Notary Public Business with the IRS
  • Open a Business Bank Account
  • Get a Business Credit Card
  • Get the Required Business Licenses and Permits
  • Get Business Insurance for Your Notary Public Business
  • Buy or Lease the Right Notary Public Business Equipment
  • Develop Your Notary Public Business Marketing Materials
  • Purchase and Setup the Software Needed to Run Your Notary Public Business
  • Open for Business

Learn more about how to start your own notary business .

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Mobile Notary Business Plan Example

Published Aug.02, 2021

Updated Apr.23, 2024

By: Noor Muhammad

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Mobile Notary Business Plan Example

Table of Content

Mobile notary business plan for starting your own business

Even with all the modernization and the availability of biometric verification and digital signature services, the importance of good old notary publics cannot be neglected. In this mobile notary business plan pdf, we will walk you through everything, from start to end, that is involved in creating a franchise business plan for mobile notary services.

If you stick around till the end of this sample business plan for a mobile notary service, you can also get a business plan for green house that you can use if you don’t want to make a living seeing people sign boring documents.

Executive Summary

2.1 the business.

Walker Mobile Notary will be a notary public services business based in Cleveland, Ohio. It will provide all the services form document attestation to signature verification and from contract registration to affidavit registration.

2.2 Management of Mobile Notary Business

No sample business plan mobile notary can be complete without talking about the management structure that will be used to effectively run the business. Here, the business will be headed by the owner and CEO Paul Walker. Walker, who is a retired attorney, will hire a manager to handle the business and will employ five notary publics to provide the services. An accountant will also be hired to keep track of the money moving into and out of the business.

Just like starting a micro winery , this business will need to have a strong management structure to be run efficiently and to make profit.

2.3 Customers of Mobile Notary

We need to determine the customers this business will be serving. This is one of the most important part of writing business plan for investors . The main customers will be the following:

  • People who want to get a contract verified.
  • People who want to get an agreement registered.
  • People who want to sign an affidavit in the presence of a notary public.
  • People who are obligated by the law to get documents verified by a notary.

2.4 Business Target

The target of this business is to make a lot of money by providing notary services to people at their doorstep. To meet that target, the goals of the business will be divided into the following:

  • Making a reputable name for the business.
  • Expanding the services to the whole city of Cleveland and then the nearby areas.
  • Making as much money as possible.
  • Getting permanent clients for the business.

Company Summary

3.1 company owner.

The owner is one of the most important things in any sample notary public business plan. The owner of Walker Mobile Notary is Paul Walker. He is a retired district attorney and knows in detail how to make and execute a notary signing agent business plan. Let’s now see the next part of this free notary business plan.

3.2 Why the Mobile Notary Business is being started?

The next thing that we need to touch in this mobile notary business plan pdf is the reason why this business is being started. When Walker retired from his position as the district attorney, he felt that there was no mobile notary services provider in the whole city. He wanted to start a business of his own before all this. He went through a business plan for janitorial services and a business plan for the cyber security but finally decided that he needed to do something related to his field of experience and that turned out to be opening a mobile notary business.

3.3 How the Mobile Notary Business will be started?

Step1: Planning

The first thing that needs to be done to start a mobile notary business is planning. This was easy for Paul as he was in the same industry for a long time and knows how to plan and execute this business. He has carried out a survey and planned the feasibility of starting this business in the area.

Step2: Registration

The next thing that needs to be done is to register with the local law-enforcing authorities and justice system. A notary can only carry out notarial services if they are registered with the local justice department. This will also not be a problem for Paul.

Step3: Establishing an Office   

The next thing to do is to establish an office where the business will be based. Paul is looking to make the office in a place near the district courts so that he can provide mobile and on-the-spot notarial services.

Step4: Marketing  

Making the business known to the people who are expected to be customers will also be one of the most important things in starting the business. Paul plans to spare no expense in advertising and marketing the business.

The next topic that we need to touch in this notary public business plan pdf template is the nature of services that this business aims to provide. This is just about the most important part of writing a business plan notary service. Here are the services that will be provided by this business:

Document Attestation

We will provide document attestation services to people in Cleveland who cannot get to a notary’s office.

Contract Validation

People who want to sign a contract and get it registered by a notary will also be given the services where they can call us and get the contract validated.

Signature Verification

There are some documents that are only valid when signed in the presence of a notary public. We will provide these signature validation services too.

Agreement Validation

If someone wants an agreement to be registered at a notary’s office, we will offer the services for that.

Marketing Analysis of Mobile Notary

The next important thing in the mobile notary business plan examples is the marketing analysis of the market we are going to enter. This is the most important part of any law firm sample business plan as we need to be clear about what services we intend to provide and who is already providing the services. The difference between the availability and demand of these services is what makes the business profitable. Let’s now have a look at the market trends as they are also a very important part of this notary business plan.

5.1 Market Trends

Before making this notary business plan template, we ran a complete analysis of the market trends. It was evident from our surveys for this sample business plan for a mobile notary service that the demand for mobile notary services has been on a steady rise since the last 5 years. More and more people want mobile notary services, and the service providers are not increasing at the same rate as the demand. That makes this business more profitable than anything like a judgement recovery business plan .

5.2 Marketing Segmentation

The customers of Walker Mobile Notary will be from the following Segments:

5.2.1 Corporate Clients

Big corporations where hundreds of agreements and contracts are signed on a regular basis will be a profitable market segment for us.

5.2.2 Small Businesses

The need for signing contracts and getting them attested by a notary public is also there in small businesses. These will not be very high-paying clients but will still be a considerable market segment for the business.

5.2.3 Private Customers

Private customers who want a sale deed or any other agreement signed and verified by a notary will also be a market segment for us.

5.2.4 Government Agencies

Government agencies can also sometimes need the services of a mobile notary and we will provide them just that.

5.3 Business Target

  • To become a well-reputed name in the business.
  • To make as much money as possible.
  • To deliver notary services at the doorstep of those in need.
  • To provide all sorts of notary services to all market segments.

5.4 Product Pricing

Walker Mobile Notary will price the services twice as much as other notaries are charging. This will be done because there are no other mobile notary services providers in the area, and we can use that to our advantage. We will offer discounts to repeat customers and corporate clients.

Marketing Strategy

Another important thing that we need to touch in this notary public business plan is the marketing strategy that will be used for the business. To make a complete and actionable marketing strategy for any notary business plan pdf it is necessary to run a complete competitive analysis and then make a sales strategy according to the prevailing circumstances in the industry. Paul has done just that and here is the result of his research and working.

6.1 Competitive Analysis

  • We have gathered intel and have come to know that the area does not have any mobile notary service provider.
  • The notary publics working in the area are not sufficient for the needs of the are and people often have to wait for hours to get their documents attested.
  • There is an overwhelming demand for mobile notary services in the area with some people even saying thy are willing to pay 5 times the fee of a notary public if thy can get them to visit them at home.

6.2 Sales Strategy

  • Walker Mobile Notary will offer discounted rates for the first six months.
  • The business will be advertised using all available media outlets.
  • Free private attestation services will be provided to corporate clients.

6.3 Sales Monthly

6.4 sales yearly, 6.5 sales forecast, personnel plan.

Another part of enterprise due diligence is the assessment of manpower that will be needed to run the company. As this is a services business and not a products one, this business plan for notary public will need a lot of manpower to run. To make this mobile notary business plan a success, it is imperative that you hire the right people and the right number of people.

7.1 Company Staff

The following people will be needed to run the business:

  • Paul Walker will be the owner and CEO of the business.
  • 2 managers for operations and marketing.
  • 4 Mobile Notary Publics.
  • 1 Email correspondent.
  • 2 Office Assistants.
  • 1 reception clerk.
  • 1 telephone operator.

7.2 Average Salary of Employees

Financial plan.

The last part of any notary public business plans is the discussion of the finances involved in starting and running the business.  This business will not require a lot of investment. However, the person starting the business will have to arrange for the following expenses:

  • The cost of getting the business registered.
  • The salary of employees.
  • The cost of establishing the business.
  • The money needed to buy furniture and other things for the office.
  • The cost of establishing an online presence.
  • The cost to buy cars for visiting notaries.

8.1 Important Assumptions

8.2 break-even analysis, 8.3 projected profit and loss, 8.3.1 profit monthly, 8.3.2 profit yearly, 8.3.3 gross margin monthly, 8.3.4 gross margin yearly, 8.4 projected cash flow, 8.5 projected balance sheet, 8.6 business ratios.

Mobile Notary Business Plan Sample in PDF

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free sample mobile notary business plan

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Mobile Notary Business Plan

Are you looking to start your own mobile notary business? Becoming a mobile notary can be a rewarding and profitable venture. With the flexibility to work on your own schedule and the opportunity to assist individuals with their legal documentation needs, this profession offers great potential. In this article, we will guide you through the essential steps to create a successful mobile notary business plan.

Executive Summary

Market analysis, business description, services offered, marketing and promotion, pricing and revenue model, operational plan, legal and licensing requirements, technology and tools, financial projections, risk assessment, growth strategies.

The executive summary provides a brief overview of your mobile notary business plan. It should outline the key points and goals you aim to achieve. This section is typically written after the entire business plan is completed, as it summarizes the main highlights.

  • Business Name and Location: Start by mentioning the name of your mobile notary business and the area where you plan to operate. This helps establish your presence and target market.
  • Mission Statement: Clearly state the mission of your business. What is the purpose of your mobile notary services? Highlight how you aim to provide reliable, efficient, and convenient notary services to clients.
  • Market Opportunity: Briefly discuss the market opportunity for mobile notary services in your target area. Explain the demand for such services and how you plan to capitalize on this opportunity.
  • Unique Selling Proposition: Emphasize the unique aspects of your mobile notary business that differentiate you from competitors. Highlight any specialized services, expertise, or technology you bring to the table.

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Performing a thorough market analysis is essential before starting any business. Research the demand for mobile notary services in your target area. Identify the existing competition and analyze their strengths and weaknesses. Determine the market trends, potential growth opportunities, and any barriers to entry.

  • Demand Assessment: Research the demand for mobile notary services in your target area. Analyze factors such as real estate activity, legal transactions, and population density to gauge the need for notary services.
  • Competitor Analysis: Identify competitors in the market and evaluate their strengths, weaknesses, and unique offerings. Understand their pricing, service quality, and customer satisfaction levels.
  • Market Trends: Stay informed about current trends in the notary services industry, such as remote online notarization and changes in legal regulations. Adapt your business strategy to align with emerging trends.
  • Growth Opportunities: Identify potential areas for growth, such as targeting underserved niches or forming partnerships with complementary businesses. Assess emerging industries or demographics with increased notary service needs.
  • Barriers to Entry: Understand any regulatory requirements, licensing processes, and certifications necessary to enter the market. Overcome these barriers to establish a legally compliant and trustworthy business.

In this section, provide a detailed description of your mobile notary business. Explain the nature of your services and the benefits you offer to clients. Highlight what sets you apart from competitors and emphasize your unique selling points.

In this section, provide a detailed description of your mobile notary business. Explain the nature of your services and the benefits you offer to clients. Highlight what sets you apart from competitors and emphasize your unique selling points. Outline the services you will offer as a mobile notary. This may include notarizing legal documents, administering oaths, and witnessing signatures. Specify the geographical area you will cover and any limitations on your services. SwiftSign Notary Services is proud to offer a comprehensive range of mobile notary services to meet the diverse needs of our clients throughout the United States. Our experienced and professional notaries are committed to delivering efficient, reliable, and confidential services. Here are the key services we provide:

  • Notarization of Legal Documents: We specialize in notarizing various legal documents, including:
  • Real estate contracts, leases, and deeds
  • Loan agreements, promissory notes, and mortgages
  • Powers of attorney, affidavits, and consent forms
  • Trusts, wills, and estate planning documents
  • Business agreements, contracts, and partnership documents
  • Oath Administration: Our skilled notaries are authorized to administer oaths and affirmations. We can assist with executing affidavits, depositions, and other legal documents that require a sworn statement.
  • Signature Witnessing: We offer witnessing services for the signing of important documents. Our notaries verify the identity of the signatories and witness the signing process to ensure its validity.
  • Mobile Services: As a mobile notary service, we understand the value of convenience for our clients. We are pleased to travel to their preferred locations, including homes, offices, hospitals, or any other mutually agreed-upon venue within the United States.
  • Geographical Coverage: SwiftSign Notary Services operates nationwide, covering all states within the United States. We are dedicated to serving clients in every state, ensuring prompt and accessible notary services regardless of location.
  • Limitations: While we strive to provide exceptional service, it’s important to note certain limitations:
  • We are not licensed attorneys and cannot provide legal advice or guidance.
  • Notarization requires the presence of all signatories and valid identification documents.
  • We reserve the right to refuse notarization if the documents are incomplete, improperly prepared, or violate any legal requirements.
  • Target Market Identify your target market based on demographic, geographic, and psychographic factors. Determine who your ideal clients are, such as real estate professionals, law firms, or individuals in need of notary services. Tailor your marketing efforts to reach this specific audience effectively.
  • Real Estate Professionals: This includes realtors, brokers, property managers, and developers who require notarization services for real estate transactions.
  • Legal Firms and Attorneys: We serve law firms and attorneys needing accurate notarization for legal documents.
  • Small Business Owners: We cater to small business owners in need of notary services for their contracts and agreements.
  • Individuals Needing Notary Services: We provide notarization for personal documents, such as wills, trusts, and medical directives.

Hire professional who can help write a business plan!

Develop a comprehensive marketing and promotion strategy to reach your target market. Consider utilizing online platforms, social media, and traditional advertising methods. Build a professional website and create informative content to establish yourself as an authority in the field.

Professional Website: A user-friendly website will be developed to showcase the services, expertise, and resources offered by SwiftSign Notary Services.

Search Engine Optimization (SEO): The website will be optimized with relevant keywords to improve search engine rankings and increase online visibility.

Social Media Engagement: Platforms such as Facebook, Twitter, and LinkedIn will be utilized to engage the target audience through informative content and industry updates.

Content Marketing: Valuable content in the form of blog articles, guides, and videos will be created to position SwiftSign Notary Services as a trusted authority.

Online Advertising: Targeted online ads on platforms like Google and social media will be used to effectively reach the desired target market.

Partnerships and Referrals: Strategic partnerships will be established with real estate agencies, law firms, and other businesses to generate referrals and facilitate mutual growth.

Online Reviews and Testimonials: Clients will be encouraged to provide positive reviews and testimonials, enhancing trust and credibility in the services provided by SwiftSign Notary Services.

Determine your pricing structure and revenue model. Research the average rates for mobile notary services in your area and set competitive prices. Decide whether you will charge a flat fee or hourly rate and establish any additional charges for travel or document handling.

Market Research: We researched average rates in the local area to set competitive prices.

Flat Fee Pricing: We offer a flat fee pricing model for clarity and simplicity.

Additional Charges: Additional charges may apply for travel or document handling, communicated upfront.

Competitive Rates: We aim to provide competitive pricing while ensuring profitability.

Value-added Services: Optional value-added services, like expedited processing, may be available at an additional cost.

Revenue Generation: Revenue is generated through the provision of notary services.

Regular Evaluation: We periodically review and adjust pricing to remain competitive.

Outline the day-to-day operations of your mobile notary business. Define your working hours, appointment scheduling process, and customer service procedures. Consider the tools and resources you will need to operate efficiently, such as a reliable vehicle, notary supplies, and appointment management software.

Working Hours: Monday to Friday, 9:00 AM to 5:00 PM, with flexible scheduling options available.

Appointment Scheduling: Clients can schedule appointments online, by phone, or via email using our appointment management system.

Customer Service: Our responsive and knowledgeable team assists clients throughout the notarization process, addressing inquiries and concerns promptly.

Tools and Resources: We have a reliable vehicle, notary supplies, and utilize appointment management software for efficient service delivery.

Mobile Service: We travel to clients’ preferred locations, ensuring convenience and providing all necessary notary supplies.

Document Handling: We prioritize document security and confidentiality throughout the notarization process.

Continuous Improvement: We regularly evaluate and refine our processes, adopting industry best practices and incorporating client feedback.

Understand the legal and licensing requirements for mobile notaries in your jurisdiction. Research the qualifications, certifications, and any continuing education necessary to practice as a notary public. Ensure compliance with state regulations and obtain the required licenses and permits.

Research and Compliance: We thoroughly research and comply with the legal requirements specific to our jurisdiction.

Qualifications and Certifications: Our notaries meet the necessary qualifications and maintain up-to-date certifications.

Continuing Education: We prioritize ongoing professional development to stay updated on changes in laws and best practices.

Licenses and Permits: We obtain the required licenses and permits to operate as a mobile notary.

Recordkeeping and Compliance: We maintain meticulous recordkeeping practices and comply with all recordkeeping regulations.

Insurance Coverage: We consider obtaining professional liability insurance coverage for added protection.

Obtain appropriate insurance coverage to protect your business and clients. Consider professional liability insurance and general liability insurance to safeguard against potential claims or damages.

Professional Liability Insurance: We consider errors and omissions insurance to safeguard against potential claims or damages resulting from errors, omissions, or negligence during the notarization process.

General Liability Insurance: We evaluate the need for general liability insurance, which covers bodily injury, property damage, or personal injury claims that may occur during our mobile notary operations.

Coverage Limits: We carefully assess the appropriate coverage limits for both professional liability and general liability insurance based on our business needs and potential risks.

Insurance Provider Selection: We research and select reputable insurance providers with experience serving notary businesses, considering coverage options, policy terms, customer service, and pricing.

Regular Review: We periodically review our insurance coverage to ensure it remains adequate and up-to-date, adjusting as our business evolves or regulations change.

Utilize technology and tools to streamline your operations and enhance your professionalism. Invest in a reliable laptop or tablet for document management and communication. Consider using electronic signature software and secure cloud storage for efficient and secure record-keeping.

Laptop or Tablet: We use reliable devices for document management and communication on the go.

Electronic Signature Software: We employ electronic signature software for convenient and secure document signing.

Secure Cloud Storage: We utilize cloud storage for efficient and secure document management.

Appointment Management Software: We employ scheduling tools to optimize our calendar and appointment booking process.

Communication Tools: We leverage email, messaging apps, and video conferencing platforms for effective client communication.

Create realistic financial projections for your mobile notary business. Estimate your startup costs, including notary supplies, marketing expenses, and insurance premiums. Project your monthly and annual revenue based on the anticipated number of clients and average service fees.

Startup Costs: Estimate initial expenses, including notary supplies, marketing, insurance premiums, and necessary equipment or software.

Revenue Forecast: Project monthly and annual revenue based on anticipated client numbers and average service fees.

Expenses: Calculate operational costs such as marketing, office supplies, transportation, insurance, and professional fees.

Profitability: Assess the profitability of the business by subtracting expenses from projected revenue.

Financial Milestones: Set goals and milestones to track progress and guide financial decisions.

Review and Adjustment: Regularly review projections, comparing them to actual performance and making necessary adjustments.

Identify potential risks and challenges that may affect your mobile notary business. Develop contingency plans for situations such as canceled appointments, equipment failure, or legal issues. Mitigate risks by implementing proper security measures and maintaining professional conduct.

Canceled Appointments: Mitigate risks through clear communication, appointment policies, and efficient rescheduling.

Equipment Failure: Maintain backup equipment, conduct regular maintenance, and have contingency plans in place.

Legal Issues: Stay updated on regulations, maintain proper documentation, and seek legal advice when necessary.

Data Security and Privacy: Implement security measures and comply with privacy regulations to protect client information.

Professional Conduct: Uphold ethical standards, provide exceptional service, and prioritize client confidentiality.

Market Competition: Differentiate through exceptional service, client relationships, and effective marketing strategies.

Outline your strategies for business growth and expansion. Consider offering additional services, such as loan signing or remote online notarization, to diversify your revenue streams. Explore partnerships with other professionals in related industries to broaden your network and reach.

Diversify Services: Expand offerings to include loan signing and remote online notarization.

Market Expansion: Target new areas to reach a wider customer base.

Partnerships: Collaborate with professionals in related industries for referrals and networking.

Online Presence: Establish a strong digital presence for brand visibility and client acquisition.

Client Retention: Prioritize customer satisfaction for positive referrals and repeat business.

Continuous Learning: Stay updated on industry trends and regulations for expertise and credibility.

Free: Business Plan Examples

Checkout our free sample business plan.

Starting a mobile notary business can be a rewarding venture with careful planning and execution. By following the steps outlined in this business plan, you can establish a successful and thriving mobile notary practice. Stay committed, continuously adapt to market trends, and provide exceptional service to build a strong reputation in the industry.

Earnings as a mobile notary can vary depending on factors such as the demand for services in your area, the number of clients you serve, and the fees you charge. On average, mobile notaries can earn between $30 and $100 per appointment.

The qualifications to become a mobile notary can vary by jurisdiction. In most cases, you will need to meet the minimum age requirement, complete a notary education course, and pass a state-administered exam. Some states may also require a background check.

To market your mobile notary services effectively, create a professional website, establish a strong online presence through social media, network with local professionals in related industries, and consider targeted advertising in real estate or legal publications.

It is essential to have professional liability insurance and general liability insurance for your mobile notary business. These policies can provide financial protection in case of errors or omissions during the notarization process or any other unexpected incidents.

Yes, operating a mobile notary business on a part-time basis is possible. Many mobile notaries begin their business as a side venture while maintaining other employment commitments. However, it is crucial to manage your schedule effectively to ensure availability for clients.

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Notary Public Business Plan Template

Written by Dave Lavinsky

Notary Public Business Plan

You’ve come to the right place to create your Notary Public business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Notary Public businesses.

Below is a template to help you create each section of your Notary Public business plan.

Executive Summary

Business overview.

One-Day Notary Public Service is a startup notary public business located in Pierre, South Dakota. The company is founded by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Many businesses in Pierre have come to rely solely on Kathy for all notary public needs.

One-Day Notary Public Service will provide a wide selection of services from which customers may choose, including notarizing legal documents, affidavits, contracts, and more. As a result of the growth rate of clients who request her services, Kathy determined that it is the right and best time to launch her own business and capture the eager audience she already has slated as potential customers. Many of these same businesses and individuals have already committed to following Kathy to her new startup company.

Product Offering

The following are the services that One-Day Notary Public Service will provide:

  • One-day service guarantee
  • Mobile service within city and surrounding areas of Pierre
  • Notarizing legal documents
  • Legal contracts
  • Identity verification
  • Administration of oaths and affirmations
  • Certifying copies of documents

Customer Focus

One-Day Notary Public Service will target all residents and businesses in Pierre and the surrounding areas of the city. They will target attorneys and law firms. They will target businesses who require legally-binding contracts. They will target individuals who are purchasing a home or traveling internationally. They will target residents who are required to verify their identity or affirm legal proceedings or documentation.

Management Team

One-Day Notary Public Service will be owned and operated by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Many businesses in Pierre have come to rely solely on Kathy for all notary public needs. Kathy has recruited Nahul Jahim and Cristy Baker to join her business.

Kathy Porporia holds a bachelor’s degree from the University of South Dakota in business management. She has fifteen years of experience as a notary public and has an extensive background in management and scheduling within a notary public as a result of her last ten years of employment. Kathy was often placed in temporary management positions when her employers traveled extensively; as a result, her management skills were developed and well-positioned to lead her own company.

Nahul Jahim is a graduate of Pierre College, where he obtained a bachelor’s degree in marketing. He has been a notary public for five years and formerly worked with Kathy at the same business. His role will be as a Senior Notary Public, assisting in both serving as a notary public and managing the business on behalf of Kathy and her staff.

Cristy Baker is certified as an administrative assistant and formerly worked with Kathy. She is adept at booking clients, understanding the legal or documentation needs of each client and running a smooth operation. Her role will be as the Senior Administrative Associate.

Success Factors

One-Day Notary Public Service will be able to achieve success by offering the following competitive advantages:

  • Friendly, knowledgeable, and highly-qualified team of One-Day Notary Public Service
  • Notarize legal documents, including contracts, affidavits, wills, and power of attorney documents.
  • Verifying identity through identification checks and document verification.
  • Administering oaths and affirmations for affidavits and statutory declarations.
  • Providing certified copies of documents.
  • Mobile notary services, offering on-site notarization for clients unable to visit our office.
  • One-Day Notary Public Service offers the best pricing in town. Their pricing structure is the most cost effective when compared to the competition.

Financial Highlights

One-Day Notary Public Service is seeking $200,000 in debt financing to launch its One-Day Notary Public Service. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and marketing costs. The breakout of the funding is below:

  • Office space build-out: $20,000
  • Office equipment, supplies, and materials: $10,000
  • Three months of overhead expenses (payroll, rent, utilities): $150,000
  • Marketing costs: $10,000
  • Working capital: $10,000

The following graph outlines the financial projections for One-Day Notary Public Service.

One-Day Notary Public Service Pro Forma Projections

Company Overview

Who is one-day notary public service.

One-Day Notary Public Service is a newly established, full-service notary public service in Pierre, South Dakota. One-Day Notary Public Service will be the most reliable, cost-effective, and efficient choice for residents and businesses in Pierre and the surrounding communities. One-Day Notary Public Service will provide a comprehensive menu of notary services for any resident or business to utilize. Their full-service approach includes a comprehensive set of services relating to legal documentation, oaths, verifications and certifications.

  One-Day Notary Public Service will be able to serve customers with one-day service and mobile service. The team of professionals are highly qualified and experienced in all notary services and the legal documents needed for completion. One-Day Notary Public Service removes all headaches and issues of finding and getting to a notary public and ensures all issues are taken care of expeditiously while delivering the best customer service.

One-Day Notary Public Service History

One-Day Notary Service is owned and operated by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Kathy Porporia holds a bachelor’s degree from the University of South Dakota in business management. She has fifteen years of experience as a notary public and has an extensive background in management and scheduling within a notary public as a result of her last ten years of employment. Kathy was often placed in temporary management positions when her employers traveled extensively; as a result, her management skills were developed and well-positioned to lead her own company.

Since incorporation, One-Day Notary Public Service has achieved the following milestones:

  • Registered One-Day Notary Public Service, LLC to transact business in the state of South Dakota.
  • Has a contract in place to lease a 10,000 square foot office in a midtown office building in Pierre.
  • Reached out to numerous contacts to include One-Day Notary Service as their primary notary public service.
  • Began recruiting a staff of three and two office personnel to work at One-Day Notary Service.

One-Day Notary Public Services

The following will be the services One-Day Notary Public Service will provide:

Industry Analysis

The notary public industry is expected to grow over the next five years to over $700 million. The growth will be driven by an increasing number of legal and regulatory requirements The growth will be driven by an increasing number of real estate transactions The growth will be driven by an increasing complexity of international transactions Costs will likely be reduced as paper and printing costs are eliminated Costs will likely be reduced as communication expenses drop Costs will likely be reduced as travel expenses drop

Customer Analysis

Demographic profile of target market, customer segmentation.

One-Day Notary Public Service will primarily target the following customer profiles:

  • Businesses and residents within the city of Pierre and its surrounding communities
  • Law firms, attorneys, real estate agents, mortgage companies
  • Travelers or others who need identity verification
  • Residents settling wills or trust funds

Competitive Analysis

Direct and indirect competitors.

One-Day Notary Public Service will face competition from other companies with similar business profiles. A description of each competitor company is below.

SwiftNotary Company

SwiftNotary Company is established in a conveniently located office, where the sole proprietor, Jake Roberts, offers a range of notary services, including notarizing legal documents, affidavits, contracts, and more. With his commitment to accuracy, efficiency, and exceptional customer service, he aims to become the go-to notary public service provider in the Pierre area.

SwiftNotary Company was started in 2019 to provide a quick response for individuals who needed notary public service during the global pandemic. Jake used his vehicle to travel from homes to businesses and back again during several months before eventually opening an office in downtown Pierre. The one-man operation caters to a wide range of clients, including individuals requiring notarization for personal documents, real estate professionals, law firms, financial institutions, and businesses in need of notarized contracts and agreements.

Premier Notary Public

Premier Notary Public is owned and operated by Nick and Claus Swanson, brothers who went through notary public training at the same time with the intention to open a business that would provide their income for several years. They divided the business into two segments, one serving individuals and the other serving business clients. They do not have other employees and they provide primarily mobile service, with a home office serving as the place for administrative tasks. Nick and Claus Swanson network extensively throughout Pierre by joining community groups and philanthropic committees and both are dedicated to helping the residents of Pierre by acts of service on behalf of its residents

Attorney’s Public Notary

The Attorney’s Public Notary Company is known as the “Attorney’s Choice” for notary services. It is owned and operated by Tina Essex who started the specialized notary public dedicated to serving attorneys exclusively in 2020. The claim of the business is that it serves “the unique needs of legal professionals and the critical role notarization plays in their practice”. The claim of the company is that it provides efficient and dependable notary services tailored specifically to attorneys, ensuring their documents are properly authenticated and legally binding.

Attorney’s Notary Public offers an in-depth understanding of the state’s legal requirements and regulations, with notaries who understand the specific nuances of notarizing legal documents in South Dakota. We offer a comprehensive range of notary services exclusively to attorneys, including notarizing legal documents such as contracts, agreements, affidavits, and other vital legal instruments. The company will attest to the authenticity of signatures, and verify identities. They claim to prioritize accuracy and attention to detail to ensure the utmost validity and legality of each notarized document.

Competitive Advantage

One-Day Notary Public Service will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

One-Day Notary Public Service will offer the unique value proposition to its clientele:

  • Highly-qualified team of skilled employees who are able to provide a comprehensive set of notarized legal documents, including contracts, affidavits, wills, and power of attorney documents.
  • Verify identity through identification checks and document verification.
  • Administer oaths and affirmations for affidavits and statutory declarations.
  • Provide certified copies of documents.
  • Offer unbeatable pricing to its clients; they will offer the best pricing in town.

Promotions Strategy

The promotions strategy for One-Day Notary Public Service is as follows:

Word of Mouth/Referrals

One-Day Notary Public Service has built up an extensive list of contacts over the years by providing exceptional service and expertise to all clients. Former clients will follow her to her new company and help spread the word of One-Day Notary Public Service.

Professional Associations and Networking

Community and national associations will be joined and networking will continue in all forums. Attendance and active participation when needed will be offered.

Print Advertising

Two weeks prior to the launch, One-Day Notary Public will send a direct-mail piece to all residents and businesses in Pierre county. The piece will announce the launch of the company, describe the services, and offer a discount on products or services purchased.

Website/SEO Marketing

One-Day Notary Public Service will fully utilize their website. The website will be well organized, informative, and list all the services that One-Day Notary Public Service provide. The website will also list their contact information and list their available appointment times for One-Day overnight service. Customers can set their appointment times with confidence that One-Day Notary will show up on-time, every time. The website presence will utilize SEO marketing tactics so that anytime someone types in the Google or Bing search engine “Notary company” or “notary service near me”, One-Day Notary Public Service will be listed at the top of the search results.

The pricing of One-Day Notary Public Service will be moderate and on par with competitors so customers feel they receive excellent value when purchasing their services.

Operations Plan

The following will be the operations plan for One-Day Notary Public Service. Operation Functions:

  • Kathy Porporia will be the Owner and President of the company. She will oversee all staff and manage client relations. Kathy has spent the past year recruiting the following staff:
  • Nahul Jahim will become the Senior Notary Public and will manage the office administration when Kathy is not available.
  • Cristy Baker will be the Senior Administrative Associate, overseeing the day-to-day management of filing, phone calls, emails, etc.

Milestones:

One-Day Notary Public Service will have the following milestones completed in the next six months.

  • 5/1/202X – Finalize contract to lease office space
  • 5/15/202X – Finalize personnel employment contracts for the One-Day Notary Public Service
  • 6/1/202X – Prepare direct-mail piece for One-Day Notary Public Service clients
  • 6/15/202X – Begin networking at industry events
  • 6/22/202X – Begin moving into One-Day Notary Public Service office
  • 7/1/202X – One-Day Notary Public Service opens its office for business

Cristy Baker is certified as an Administrative Assistant and formerly worked with Kathy. She is adept at booking clients, understanding the legal or documentation needs of each client and running a smooth operation. Her role will be as the Senior Administrative Associate.

Financial Plan

Key revenue & costs.

The revenue drivers for One-Day Notary Public Service are the fees they will charge to clients for the notary services they provide.

The cost drivers will be the overhead costs required in order to staff One-Day Notary Public Service. The expenses will be the payroll cost, rent, utilities, office supplies, and marketing materials.

Funding Requirements and Use of Funds

One-Day Notary Public Service is seeking $200,000 in debt financing to launch its notary public business. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and association memberships. The breakout of the funding is below:

Key Assumptions

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

  • Number of Customers Per Month: 600
  • Average Revenue per Month: $120,000
  • Office Lease per Year: $100,000

Financial Projections

Income statement, balance sheet, cash flow statement, notary public business plan faqs, what is a notary public business plan.

A notary public business plan is a plan to start and/or grow your notary public business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Notary Public business plan using our Notary Public Business Plan Template here .

What are the Main Types of Notary Public Businesses? 

There are a number of different kinds of notary public businesses , some examples include: General Notary, Loan Signing Notary, and Non-Notary Services.

How Do You Get Funding for Your Notary Public Business Plan?

Notary Public businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Notary Public Business?

Starting a notary public business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Notary Public Business Plan - The first step in starting a business is to create a detailed notary public business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your notary public business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your notary public business is in compliance with local laws.

3. Register Your Notary Public Business - Once you have chosen a legal structure, the next step is to register your notary public business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your notary public business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Notary Public Equipment & Supplies - In order to start your notary public business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your notary public business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful notary public business:

  • How to Start a Notary Business

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Notary Business Plan

free sample mobile notary business plan

Notary businesses are in high demand, be it real estate developers, legal firms, government agencies, or educational institutions; all require notary assistance.

Building a notary business from scratch and standing toe-to-toe with big industry giants may feel overwhelming, but a detailed business plan can help you succeed.

Are you looking to start writing a business plan for your Notary business? Creating a business plan is essential to starting, growing, and securing funding for your business. So we have prepared a notary business plan template to help you start writing yours.

sample business plan

Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

  • Fill in the blanks – Outline
  • Financial Tables

How to Write a Notary Business Plan?

Writing a notary business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section of the business plan intended to provide an overview of the whole business plan. Generally, it is written after the entire business plan is ready. Here are some components to add to your summary:

Start with a brief introduction:

Market opportunity:, mention your services:, management team:, financial highlights:, call to action:.

Ensure you keep your executive summary concise and clear, use simple language, and avoid jargon.

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2. Business Overview

Depending on what details of your business are important, you’ll need different elements in your business overview. Still, there are some foundational elements like business name, legal structure, location, history, and mission statement that every business overview should include:

About the business:

Provide all the basic information about your business in this section like:

  • The name and type of your notary business: mention whether your clientele focuses on real estate agents, escrow officers, or title agents. Maybe, you serve all of them—so mention it.
  • Company structure of your notary business, whether it is an LLC, partnership firm, or something else.
  • Location of your notary business and why you selected that place.

Mission statement:

Business history:, future goals:.

This section should provide an in-depth understanding of your Notary business. Also, the business overview section should be engaging and precise.

3. Market Analysis

Market analysis provides a clear understanding of the market in which your Notary business will run along with the target market, competitors, and growth opportunities. Your market analysis should contain the following essential components:

Target market:

Market size and growth potential:, competitive analysis:, market trends:, regulatory environment:.

Some additional tips for writing the market analysis section of your business plan:

  • Use various sources to gather data, including industry reports, market research studies, and surveys.
  • Be specific and provide detailed information wherever possible.
  • Include charts and graphs to help illustrate your key points.
  • Keep your target audience in mind while writing the business plan

4. Products And Services

The product and services section of a Notary public business plan should describe the specific services and products that will be offered to customers. To write this section should include the following:

List the services:

  • Create a list of services your notary business will offer, including document authentication, legal advice, administering oaths and affirmations, notarizing real estate transactions, etc.
  • Describe each service: Provide a detailed description of what it entails, the time required, and the qualifications of the professionals who will provide it. A notary signing agent, for instance, ensures that all documents are signed and notarized correctly during a real estate closing.

Transparency and confidentiality:

Overall, a business plan’s product and services section should be detailed, informative, and customer-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Develop your unique selling proposition (USP):

  • Determine what sets your business apart from the competition and what benefits your target market.

Determine your pricing strategy:

Marketing strategies:, sales strategies:, customer retention:.

Overall, the sales and marketing strategies section of your business plan should outline your plans to attract and retain customers and generate revenue. Be specific, realistic, and data-driven in your approach, and be prepared to adjust your strategies based on feedback and results.

6. Operations Plan

When writing the operations plan section, it’s important to consider the various aspects of your business processes and procedures involved in operating a business. Here are the components to include in an operations plan:

Hiring plan:

Operational process:, technology & software:.

By including these key elements in your operations plan section, you can create a comprehensive plan that outlines how you will run your Notary business.

7. Management Team

The management team section provides an overview of the individuals responsible for running the Notary business. This section should provide a detailed description of the experience and qualifications of each manager, as well as their responsibilities and roles.

Key managers:

Organizational structure:, compensation plan:, board of advisors:.

Describe your company’s key personnel and highlight why your business has the fittest team.

8. Financial Plan

When writing the financial plan section of a business plan, it’s important to provide a comprehensive overview of your financial projections for the first few years of your business.

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:, financing needs:.

Remember to be realistic with your financial projections and provide supporting evidence for your estimates.

9. Appendix

When writing the appendix section, you should include any additional information that supports the main content of your plan. This may include financial statements, market research data, legal documents, and other relevant information.

  • Include a table of contents for the appendix section to make it easy for readers to find specific information.
  • Include financial statements such as income statements, balance sheets, and cash flow statements. These should be up-to-date and show your financial projections for at least the first three years of your business.
  • Provide market research data, such as statistics on the size of the legal industry, consumer demographics, and trends in the industry.
  • Include any legal documents such as permits, licenses, and contracts.
  • Provide any additional documentation related to your business plans, such as marketing materials, product brochures, and operational procedures.
  • Use clear headings and labels for each section of the appendix so that readers can easily find the information they need.

Remember, the appendix section of your Notary business should only include relevant and essential information supporting your plan’s main content.

The Quickest Way to turn a Business Idea into a Business Plan

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This Notary business plan sample will provide an idea for writing a successful Notary plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready notary business plan to impress your audience, download our notary business plan pdf .

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Frequently asked questions, why do you need a notary business plan.

A business plan is an essential tool for anyone looking to start or run a successful notary business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your notary business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your notary business.

How to get funding for your Notary business?

There are several ways to get funding for your notary business, but one of the most efficient and speedy funding options is self-funding. Other options for funding are:

  • Bank loan – You may apply for a loan in government or private banks.
  • Small Business Administration (SBA) loan – SBA loans and schemes are available at affordable interest rates, so check the eligibility criteria before applying for it.
  • Crowdfunding – The process of supporting a project or business by getting a lot of people to invest in your notary business, usually online.
  • Angel investors – Getting funds from angel investors is one of the most sought options for startups.
  • Venture capital – Venture capitalists will invest in your business in exchange for a percentage of shares, so this funding option is also viable.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your Notary business?

There are many business plan writers available, but no one knows your business and idea better than you, so we recommend you write your notary public business plan and outline your vision as you have in your mind.

What is the easiest way to write your Notary business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any notary business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

About the Author

free sample mobile notary business plan

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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How To Write a Business Plan for Mobile Notary Business in 9 Steps: Checklist

By alex ryzhkov, resources on mobile notary.

  • Financial Model
  • Business Plan
  • Value Proposition
  • One-Page Business Plan
  • SWOT Analysis
  • Business Model
  • Marketing Plan

Are you thinking about starting a mobile notary business? You're not alone. The mobile notary business is rapidly growing, with a projected growth rate of 5.9% from 2021 to 2027 . Here is a step-by-step guide on how to write a business plan for your mobile notary business.

The first step in creating a successful mobile notary business is to conduct comprehensive market research. Identify your target audience, their needs and preferences, and the services they require the most. Research your competitors and find ways to differentiate yourself from them. This will help you create a business plan that aligns with your objectives and meets your customers' needs.

Once you've conducted your market research, create a detailed budget and financial plan. Determine your startup costs, and consider short- and long-term expenses. Having a financial plan will help you understand your expected revenue and sales, allowing you to forecast and stay within your business budget.

Before starting your mobile notary business, make sure to determine the legal requirements for your state. Obtain any necessary licenses and permits. Define your business goals and develop a mission statement that reflects your business's vision and values.

Your mobile notary business plan should also include a marketing and advertising strategy. Outline how you will promote your business and reach your target audience. Determine where to set up your office and network with potential clients, building a referral source to expand your customer base.A good mobile notary business will give their service in the easiest, practical, timely, and cost-effective manner.

Conduct Market Research

Market research is a crucial step in starting any business, including a mobile notary service. By understanding the market and customer needs, you can tailor your services and marketing strategies to effectively reach and attract customers. Here are some key factors to consider when conducting market research:

  • Size of the Market: Determine the size of the market by researching the demand for notary services in the location you plan to operate. Consider factors such as population density, demographics, and economic indicators that affect the demand for mobile notary services.
  • Customer Needs: Identify the needs and preferences of your target audience. Survey potential customers to determine what types of notary services they would like to have available and what pricing they are willing to pay. Find out if there are any specific pain points that this customer segment is experiencing, and consider how you can address them through your service offering.
  • Competitive Landscape: Research the local competition to see what services they offer, how they price their services, and how they market themselves. Look for gaps in the market where you can differentiate yourself from your competitors, such as offering after-hours or weekend appointments or specialized services.
  • Industry Trends: Keep up-to-date with industry trends and regulations related to notary services. This includes monitoring changes in legislation and regulations around notary services and staying up-to-date with new technologies that can help improve your services and customer experience.
  • Use online tools like Google Trends, Yelp, and other business directories to research the competition and identify market trends.
  • Attend industry conferences, join forums, or participate in local business groups to stay up-to-date with industry trends and maintain a network of contacts.
  • Consider reaching out to potential customers through focus groups or surveys to get first-hand feedback on their needs and preferences.

By conducting thorough research, you will be able to better understand the market and what customers are looking for in a mobile notary service. This will help you make informed decisions about your business strategy and services, and ultimately increase your chances of success.

Identify Target Audience And Niche

The second step in creating a business plan for your mobile notary business is to identify your target audience and niche . This step involves creating a profile of the ideal customer you envision for your business. By doing this, you can better understand their needs and tailor your services to meet them.

One important factor to consider is the demographics of your target audience. This could include age range, income level, geographic location, and profession. Understanding these factors can help you identify the best way to reach potential customers and customize your services to meet their needs.

Another important factor to consider is the niche your business will operate in. For example, you may specialize in serving specific industries such as legal or real estate, or focus on providing services to individuals who are unable to leave their home or office.

  • Research your target audience to better understand their needs and preferences.
  • Identify potential niches within the mobile notary industry which are not currently being served by competitors.
  • Create a customer profile to help guide your business strategy and marketing efforts.

By identifying your target audience and niche, you can ensure that your notary business is tailored to the needs of your customers, which will help you stand out in a crowded market and attract more clients.

Create A Detailed Budget And Financial Plan

One of the most important steps to starting a successful Mobile Notary Business is creating a detailed budget and financial plan. This step will help you to determine the financial resources you need to start and run your business, and help you to identify potential revenue streams and costs. Here are some steps you can follow to create a detailed budget and financial plan for your business:

  • Start with your startup costs: This includes the cost of equipment, software, insurance, and any other expenses that you will incur before you start operating your business. Make sure to include everything you will need to get started, such as a notary stamp, a notary journal, a laptop, and a smartphone.
  • Create a monthly operating budget: This includes all the costs associated with running your business, such as rent, marketing, salaries, and utilities. Be sure to also include a contingency fund in case unexpected expenses arise.
  • Estimate your revenue: This includes the fees charged for notarial services. Make sure to consider the volume of business you expect to have, and the pricing structure of your services.
  • Calculate your break-even point: This is the point at which your revenue equals your expenses. This is an important metric to know, as it will help you to determine how much business you need to do in order to turn a profit.
  • Project your cash flow: This will help you to determine when you will have money coming in and when you will have expenses going out. It's important to have a clear understanding of this, as it will help you to manage your finances more effectively.
  • Consider hiring a professional: If you are not comfortable creating a budget and financial plan on your own, consider hiring a professional accountant or financial planner to help you.
  • Be conservative in your revenue projections and liberal in your expense projections.
  • Review and update your budget and financial plan regularly to ensure that you are on track.
  • Consider applying for a small business loan or grant to help you get started.

Creating a detailed budget and financial plan is an important step in starting any business, but it is particularly important for a Mobile Notary Business, as this type of business requires a certain amount of mobility and technology to get started. By taking the time to create a budget and financial plan, you will be better equipped to manage your finances and achieve your business goals.

Analyze Potential Competitors

Before starting any business, it is important to analyze the competition. In the case of a mobile notary business, competitors may include other notary services and even online notary services that offer remote notarization. Analyzing your competitors will allow you to understand their strengths and weaknesses, and help you figure out how your business can differentiate itself in the market.

  • Identify your competitors: Begin by searching for notary services in your area. Check online directories, such as Yelp and Google, to create a list of your competitors. Don't forget to include online notary services that operate across the entire country.
  • Visit their websites: Take a look at your competitors' websites and look for their services, prices, and policies. This can help you understand how they operate and what they offer. You can also get ideas for your own website and marketing strategies.
  • Check their reviews and ratings: Online review websites can give you insight into your competitors' reputation in the market. Read what customers are saying about their services, and learn from their feedback.
  • Understand their pricing strategy: Study your competitors' pricing structure. Compare their fees and charges with your own projected budget and prices. Knowing how they price their services can help you set prices that are competitive and profitable for your business.
  • Figure out their strengths and weaknesses: Analyze your competitors' strengths and weaknesses. This will help you identify areas where your business can excel in the market. You can then use this information to make your business stand out to potential clients in those areas.
  • Consider setting up a mystery shopper program to experience your competitors' services firsthand and see what they do well and what they do poorly
  • Don't underestimate the competition. They may have years of experience and established customer bases that could be difficult to overcome.
  • Consider learning from your competitors. If they have a particular strength, there may be a way for your business to benefit from it as well.

By analyzing your competitors, you can see what works and what doesn't in the market. You can use this information to differentiate your business from your competitors and provide services that meet the needs of your target audience. By taking the time to research and analyze your competition, you can set your business up for success.

Determine Legal Requirements And Obtain Necessary Licenses And Permits

When starting a mobile notary business, it is essential to determine the legal requirements and obtain the necessary licenses and permits. This ensures that the business stays compliant with state and federal laws and regulations.

The requirements for notary service providers vary from state to state. It is crucial to research the legal requirements specific to the state where the business will operate. One of the most important requirements is obtaining a notary public commission. A notary public commission is a certification that allows a notary to perform notarial acts.

It is also essential to have errors and omissions insurance . This insurance protects the notary in case a customer accuses them of making a mistake in notarizing their documents. Without insurance, the notary would have to pay for any damages out of their pocket, which could be financially devastating.

  • Check with the state regulatory authority to learn about the specific legal requirements for a notary public commission in your state.
  • Research reputable errors and omissions insurance providers to obtain the most comprehensive coverage for your notary business.

Additionally, any business operating in the United States must register for a tax identification number (TIN) . The TIN is a nine-digit number that identifies a business on tax documents. It is necessary to obtain a TIN to file taxes and open a business bank account.

Depending on the business structure of the mobile notary business, there may be further requirements regarding the legal structure of the business, such as registering with the state for a limited liability company (LLC) or incorporating the business.

  • Consult with a legal professional to ensure that the mobile notary business is fully compliant with state and federal laws and regulations.
  • Ensure that all necessary licenses and permits are obtained before beginning operations.

Determining the legal requirements and obtaining the necessary licenses and permits can be a time-consuming process, but it is an essential step in establishing a successful mobile notary business.

Define Business Goals And Develop A Mission Statement

Once you have conducted market research, identified your target audience and niche, created a detailed budget and financial plan, analyzed potential competitors, and determined legal requirements, it's time to develop your mission statement and define your business goals. These will serve as a roadmap for your Mobile Notary Business, guiding your every decision.

Develop Your Mission Statement: Your mission statement should be a concise summary of what your business does, its values and goals, and how it benefits your target audience. It should answer the question, “Why does your business exist?” A well-crafted mission statement will help your business stand out and motivate your team.

Keep It Short And Simple:

Be unique and memorable:, align it with your business strategy:.

Define Your Business Goals: Once you have your mission statement in place, it's time to define your business goals. Your goals should be specific, measurable, achievable, relevant, and time-bound. They should also be aligned with your mission statement and business strategy.

Set Realistic Targets:

Focus on long-term success:, align your goals with your team:.

Defining your business goals and developing your mission statement requires time and effort, but it's an essential step in starting a successful Mobile Notary Business. These will guide your every decision, motivate your team, and help you achieve success in the long run.

Outline A Marketing And Advertising Strategy

A strong marketing and advertising strategy is essential for the success of any business, including a mobile notary business. Here are some important steps to create an effective strategy:

  • Define your target audience: Identify the demographic characteristics of the customers who are likely to use your service. Consider factors such as age, occupation, location, income, and education level. This information will help you tailor your marketing messages to reach your ideal customers.
  • Create a brand identity: Develop a brand identity that reflects the values and personality of your business. This should include a logo, tagline, and other visual elements that will help customers recognize and remember your business.
  • Develop a website: Create a professional website that includes information about your services, pricing, and contact information. Consider including a blog that provides helpful tips and information about notarization and related topics.
  • Use social media: Create social media profiles on platforms such as Facebook, Twitter, and Instagram. Use these channels to promote your business, share helpful information, and engage with potential customers.
  • Build a referral network: Establish relationships with other professionals who can refer clients to your business. Consider networking with attorneys, real estate agents, and other professionals who may need notary services on a regular basis.
  • Offer promotions: Consider offering special promotions or discounts to attract new customers. This could include discounts for first-time customers, referral bonuses, or seasonal promotions.
  • Focus on building long-term relationships with your customers and referral sources. This will help you develop a loyal customer base and increase your overall revenue.
  • Track your marketing efforts and analyze the results. This will help you determine which strategies are most effective and adjust your approach as needed.
  • Consider attending networking events and business conferences to connect with other professionals in your industry.

By following these steps and developing a comprehensive marketing and advertising strategy, you can effectively promote your mobile notary business and attract new customers. Remember to stay consistent and remain committed to your overall business goals. With dedication and hard work, you can create a successful and profitable business in the mobile notary industry.

Determine Business Location And Set Up Office

The success of your mobile notary business can rely heavily on the location of your office. You need to consider various factors before selecting the location and setting up your office. Here are some tips to help you:

  • Choose a location that is convenient for your customers. It should be accessible and easy to reach.
  • Consider setting up an office in a commercial area where other businesses are located. This can increase visibility and foot traffic to your office.
  • You may also consider setting up a virtual office, which can save you money on rent and other expenses. In this case, you can work from home or a shared workspace but still maintain a professional image through a virtual office address and phone number.
  • Ensure that the location is secure and safe for yourself and your customers.

Once you have identified the ideal location for your business, you need to set up your office. Here are some steps to help you:

  • Make sure you have all necessary equipment such as a notary stamp, a laptop or tablet, a printer, scanner, and stationery.
  • Consider branding your office space with signage, logo, and office furniture that reflects your business's professional image.
  • Set up a booking system and ensure that you have a dedicated phone line, email, and website through which customers can contact you.
  • Ensure that you have a safe and secure space to store sensitive documents.
  • Arrange for all necessary utilities like electricity, internet, and phone connections to be installed before starting operations.

By following these steps, you can ensure that your office is well equipped and your business's image is professional and geared towards providing a convenient and reliable mobile notary service to your customers.

Network And Establish Relationships With Potential Clients And Referral Sources

After creating a business plan for mobile notary business , it's time to start networking and building relationships with potential clients and referral sources. Here are some tips to help you get started.

  • Join local business groups and associations to connect with potential clients and referral sources.
  • Offer incentives for current clients to refer new business to you.
  • Participate in community events and sponsor local charity events to increase visibility and establish credibility.
  • Attend trade shows and conferences to network with other professionals in your industry.
  • Create a professional website and utilize social media to market your services and engage with potential clients.

When networking, it's important to establish genuine connections with potential clients and referral sources. Be prepared to explain your mobile notary business and how it can benefit your clients. Emphasize the convenience and flexibility of your services and highlight your expertise in the notary field.

Stay in touch with potential clients and referral sources by sending them updates on your business, promotional materials, and relevant industry news. This will help keep you top of mind and increase the likelihood of them recommending your services to others.

Build trust with your clients by providing exceptional customer service, being professional at all times, and adhering to strict ethical standards. As a notary, you are responsible for ensuring the accuracy and legality of important documents, so it's crucial to establish yourself as a trusted professional in the industry.

Remember, networking and establishing relationships with potential clients and referral sources is an ongoing process. Keep looking for new opportunities to connect with others in your industry and make meaningful connections that can help grow your mobile notary business in the long term.

Starting a mobile notary business can be a lucrative opportunity for entrepreneurs who are willing to provide innovative solutions to customers. By following the nine steps outlined in this checklist, new business owners can develop a comprehensive business plan that will help them achieve success in this growing industry. Remember to prioritize customer service, embrace technology, and establish strong relationships in the community. With persistence and hard work, your mobile notary business can thrive and provide valuable services to customers.

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How to Start a Mobile Notary Business: A Step-by-Step Guide

How to start a mobile notary business

  • 11 minutes read

Are you intrigued by the idea of a career that offers both personal satisfaction and professional flexibility? Starting your own mobile notary business could be the perfect avenue for you. As a mobile notary, you’ll have the opportunity to play a vital role in legal transactions, serving individuals and businesses with your expertise, all while relishing the autonomy of managing your schedule. In this comprehensive guide, we’ll lead you through the intricacies to start a thriving mobile notary business from the ground up.

Understanding the Role of a Mobile Notary

Before delving into the journey of establishing your own mobile notary business, it’s essential to have a clear grasp of what the role entails. Here are some major roles that you have to play as a mobile notary:

  • Verifying and authenticating signatures on a variety of legal documents.
  • Handling documents such as contracts, deeds, affidavits, and power of attorney forms.
  • Providing the convenience of traveling to clients’ chosen locations, whether it’s their homes, offices, hospitals, or other specified places.

Crucial to your business’s success is grasping your role as a mobile notary. This basis builds your reputation as a trusted legal service provider. This understanding empowers smoother navigation of launching and running your mobile notary business.

Read this article to know 20 Profitable Notary Business Ideas you can start today.

10 Steps to Start a Mobile Notary Business

Here is the step by step guide that will help you start a successful mobile notary business:

1. Researching Your Local Legal Requirements

Before you dive into the mobile notary business, it’s crucial to understand the legal requirements in your state or jurisdiction. Each region has its distinct set of regulations and licensing protocols for notaries. Carefully researching these guidelines and criteria is essential to guarantee full compliance and the ability to operate within the legal framework. Furthermore, remember to keep up with any new rules or changes so that your mobile notary business stays legal and successful.

Mobile notary information in different regions

Here are four ways to understand the legal requirements in your area:

  • Research Online: Look up official government websites or resources that provide information about notary rules in your region.
  • Consult Professionals: Reach out to legal experts or local officials who can give you accurate advice on what you need to do.
  • Attend Workshops: Participate in workshops or seminars that focus on notary regulations, as they can provide valuable insights.
  • Join Forums or Groups: Online forums or local groups for notaries might have discussions about legal requirements, helping you learn from others’ experiences.

2. Getting the Right Education and Training

When stepping into the world of mobile notary business, acquiring the right education and training is a key foundation. This step ensures you’re equipped with the knowledge and skills needed to perform your role effectively and professionally.

To excel in your mobile notary business, you need:

  • Formal Notary Education: Enroll in a recognized notary education course to understand the legal aspects, procedures, and regulations of notarization.
  • Signature Verification Skills: Learn how to accurately verify signatures on various types of documents to ensure their authenticity.
  • Legal Knowledge: Gain insight into the legal significance of notarized documents and the role of a notary public in certifying them.
  • Ethical Standards: Understand the ethical responsibilities of a notary, including confidentiality and impartiality in notarization.
  • Best Practices: Acquire knowledge of industry best practices for efficient and accurate notarization services.
  • Real-World Scenarios: Participate in training that simulates real-life situations to be better prepared for practical challenges.
  • Regulatory Awareness: Stay updated on the latest changes in notary laws and regulations to ensure compliance and accuracy.

Remember, continuous learning is essential in staying updated with any changes in notary laws and practices. As you venture into this business, the right education and training will be your guiding compass to success in the realm of mobile notary services.

3. Obtaining the Necessary Supplies

Notary Supplies for Mobile notary business

Setting up a mobile notary business requires gathering the essential tools and supplies to conduct your duties efficiently and professionally. These supplies are instrumental in ensuring the accuracy and authenticity of notarized documents, while also portraying a credible image to your clients.

Some of the indispensable supplies you’ll need include:

  • Notary Stamp and Seal: These tools are used to imprint your official seal onto documents, confirming your role as a certified notary.
  • Logbook or Journal: A logbook helps you keep a record of all the notarizations you perform, serving as a crucial reference for future verification.
  • Notary Certificates: These certificates are attached to documents you notarize, providing information about the notarization process.
  • Pens and Supplies: High-quality pens and other writing tools are vital for filling out notary certificates and recording information accurately.
  • Identification Materials: Keep copies of valid identification documents, as you may need them to verify the identities of signers.
  • Seal Embosser (Optional): While not mandatory, a seal embosser can add an extra layer of authenticity to your notarized documents.
  • Travel Bag or Case: Since you’re a mobile notary, having a well-organized bag or case to carry your supplies is essential for on-the-go notarizations.

By ensuring you have these necessary supplies, you’re well-prepared to provide professional notary services to your clients, whether you’re meeting them at their homes, offices, or any other location. These tools not only enhance the reliability of your services but also reinforce your credibility as a trusted mobile notary professional.

4. Setting Up Your Business Structure

Establishing a solid foundation for your mobile notary business begins with choosing the right business structure. This decision impacts how your business is legally organized and how it will operate.

There are different business structures to consider:

  • Sole Proprietorship: Operating as a sole proprietor is the simplest option. You’re the sole owner, responsible for all business decisions and liabilities. This is a good choice if you’re starting small and want full control.
  • Partnership: If you’re starting with someone else, a partnership might be suitable. It involves sharing ownership, responsibilities, and profits with a partner or partners.
  • Limited Liability Company (LLC): Forming an LLC offers personal liability protection. Your personal assets are separate from the business’s, shielding you from legal and financial risks .
  • Corporation: Creating a corporation provides the highest level of liability protection. However, it involves more complex legal and financial obligations.

Choosing the right structure depends on factors like the size of your business, your long-term goals, and your level of comfort with legal responsibilities. Consider consulting with a legal professional or business advisor to make an informed decision.

Setting up the appropriate business structure lays the groundwork for how you’ll manage operations, taxes, and legal obligations. It’s a crucial step that impacts your business’s growth and sustainability as a mobile notary entrepreneur.

4. Registering Your Business

Registration of mobile notary business

Once you’ve decided on a business structure, the next step to start a successful mobile notary business is to register it officially. This process involves notifying the government and other relevant authorities about your business’s existence and structure.

The registration process varies depending on your chosen business structure and your location. Generally, it includes:

  • Choosing a Business Name: Select a name that reflects your business and is unique to avoid conflicts with existing businesses. Read this guide of SBA to know more about business name registration.
  • Filing Required Documents: Prepare and file the necessary paperwork with the appropriate government agency. This paperwork can include articles of organization (for an LLC) or articles of incorporation (for a corporation).
  • Paying Fees: There might be fees associated with registering your business, so be prepared to cover these costs.
  • Obtaining Permits and Licenses: Depending on your location and the nature of your business, you may need specific permits or licenses to operate legally.
  • Getting an Employer Identification Number (EIN): This is like a social security number for your business and is required for tax purposes. You can apply through online to get an EIN .

Registering your business not only legitimizes your operations but also helps you avoid legal issues down the road. It establishes your business’s official identity and allows you to operate within the bounds of the law. By completing this step, you’re setting the stage for a legitimate and trustworthy mobile notary enterprise that clients can rely on for their notarization needs.

5. Creating a Business Plan

A well-thought-out business plan is a roadmap that provides clarity and direction for your mobile notary venture. In addition to defining your goals, target market, services, pricing, and marketing strategies, it also helps you anticipate challenges and opportunities.

By including detailed financial projections, you’ll be better equipped to manage your budget and allocate resources effectively. This plan becomes an indispensable tool for making informed decisions, setting achievable milestones, and demonstrating your business’s potential to prospective clients and investors.

6. Defining Your Services and Pricing

Defining service and pricing of mobile notary business

As you start your mobile notary business, clearly defining the services you offer and setting appropriate pricing is important for your business and clients. This step ensures that both you and your clients understand what you provide and what they can expect.

Service Definition: Outline the types of notarization services you will offer. This could range from general document notarization to more specialized services like loan signings or medical affidavits. Specifying your services helps clients know exactly what you can assist them with.

Pricing Strategy: Determine how you will charge for your services. Factors to consider include the complexity of the document, the time it takes, and any travel involved. Research market rates in your area to ensure your pricing is competitive while reflecting the value of your expertise.

Transparency: Be transparent about your pricing structure. Clearly communicate your fees to clients upfront, so there are no surprises. This builds trust and establishes a professional relationship from the start.

Customization: Consider offering different service packages to cater to various client needs. For example, you might offer a basic package for simple document notarizations and a premium package for complex legal documents.

By defining your services and setting fair pricing, you provide clarity to your clients and position yourself as a reliable and professional mobile notary service provider. This step lays the foundation for transparency and satisfaction in your client interactions.

7. Building an Online Presence

In today’s interconnected world, an effective online presence is an essential tool for reaching your target audience. Designing a professional website not only displays your services, contact details, and client testimonials but also allows potential clients to easily reach out and inquire about your offerings.

Additionally, incorporating interactive features like appointment scheduling and a frequently asked questions (FAQ) section can enhance user engagement and streamline the information-seeking process.

Your website acts as a 24/7 storefront, enabling you to establish credibility, build trust, and cultivate a strong online presence in the competitive realm of mobile notary services. To start a successful mobile notary business a great online presence if crucial.

8. Marketing and Advertising Strategies

Marketing of mobile notary business

The next step to start a Promoting your mobile notary business effectively is essential to attract clients and establish your presence in the market. Developing robust marketing and advertising strategies helps you reach your target audience and build a strong customer base.

Online Presence: Utilize social media platforms, create informative blog posts about notary services, and engage with potential clients through online forums. This digital outreach enhances your visibility and positions you as an expert in your field.

Search Engine Optimization (SEO): Implement SEO techniques to ensure your website appears prominently in online searches related to notary services in your area. This increases the likelihood of potential clients discovering your business when they need your services.

Local Advertising: Collaborate with local businesses, such as real estate agencies or law firms, to establish partnerships. Distribute business cards and brochures in community centers, libraries, and other local hotspots to capture the attention of those in need of notary services.

Networking Events: Participate in local networking events, trade shows, and seminars to connect with potential clients face-to-face. Building personal relationships can lead to valuable referrals and repeat business.

Online Advertising: Consider pay-per-click (PPC) advertising campaigns that target specific keywords related to notary services. These ads can appear on search engines and relevant websites, directing interested individuals to your website.

Content Marketing: Regularly publish informative content that addresses common notary-related questions. This not only establishes your authority but also encourages readers to choose your services when they require notarization.

Remember, a combination of online and offline strategies tailored to your target audience will yield the best results. Effective marketing and advertising strategies will ensure your mobile notary business gains visibility and remains top-of-mind when clients are in need of your expertise.

Also read: 10 Effective Homestay Business Marketing Strategies

9. Handling Appointments and Travel

Efficiently managing appointments and travel is essential for running a successful mobile notary business. This step involves careful organization and communication to ensure smooth interactions with your clients.

  • Appointment Scheduling: Implement an organized scheduling system that accommodates both your availability and your clients’ preferences. Clear communication about appointment times and locations helps avoid misunderstandings.
  • Confirmations and Reminders: Send confirmation messages once appointments are scheduled and follow up with reminders closer to the appointment date. This reduces the chances of missed appointments and ensures both parties are prepared.
  • Travel Planning: Optimize your travel routes to minimize time and maximize efficiency between appointments. This strategic approach reduces travel-related stress and allows you to serve more clients in a day.
  • Contingency Planning: Have contingency plans in place for unexpected delays, traffic, or other unforeseen circumstances. Being prepared to adapt to changes ensures you maintain professionalism and meet clients’ expectations.
  • Professionalism on the Go: Maintain a professional appearance and demeanor during travel and appointments. Being punctual, courteous, and well-prepared enhances your reputation as a reliable mobile notary.
  • Documentation and Records: Keep thorough records of appointment details, including dates, times, and locations. This information is essential for your records, future references, and any necessary follow-ups.
  • Client Communication: Communicate clearly with clients about your arrival time, required documents, and any additional instructions. This proactive approach fosters a positive client experience.

Efficiently managing appointments and travel demonstrates your commitment to providing exceptional service. By streamlining this aspect of your business, you create a positive impression on clients and maximize your overall productivity.

10. Maintaining Proper Record-Keeping

Accurate record-keeping is the backbone of a well-run mobile notary business. Maintaining meticulous records goes beyond the basics; include information about any additional identification verification steps taken during the notarization process.

This comprehensive documentation not only ensures legal compliance but also assists in resolving any future discrepancies and reinforces your commitment to providing trustworthy notary services.

How Much Does it Cost to Start a Mobile Notary Business?

The cost to start a mobile notary business can vary depending on factors such as location, equipment, marketing expenses, and licensing fees. On average, you might expect to invest anywhere from $500 to $1,000 for initial setup costs, including notary supplies, business registration, marketing materials, and any required education or training.

Starting a mobile notary business can be a fulfilling venture with the right preparation and dedication. By following these steps, you can lay a strong foundation for a successful and rewarding career as a mobile notary.

Remember, the journey may have its challenges, but the satisfaction of providing crucial services while enjoying the freedom of a flexible schedule is worth every effort you invest. Your commitment to excellence will shape a trusted and sought-after mobile notary enterprise.

FAQs (Frequently Asked Questions)

The role of a mobile notary is to verify signatures on legal documents, providing a convenient service by traveling to clients’ preferred locations, such as their homes, offices, or hospitals, to perform notarizations.

The educational requirements for becoming a mobile notary vary by location. In many places, you’ll need to complete a notary education course and pass an exam to become certified. Check your local regulations to determine the specific educational prerequisites in your area.

Yes, you can expand your mobile notary business beyond your local area. As long as you adhere to the legal requirements of the regions you operate in, you can offer your services in broader geographic areas. This expansion may involve additional travel and logistical considerations, but it can potentially open up new opportunities and a larger client base.

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How To Start A Mobile Notary Business

Starting a mobile notary business requires acquiring the appropriate notary certification, setting up a mobile office with necessary tools and technologies, marketing your services effectively, and navigating local and state laws to ensure compliance.

  • Last Update: November 23, 2023

Team SRIVE

  • Steps in this Guide: 11

Starting a mobile notary business can be a lucrative and fulfilling venture for individuals who are looking for a flexible and independent career. As a mobile notary, you will have the opportunity to provide critical services to individuals and businesses in need of notarized documents, all while operating on your own schedule and within your own parameters. In this blog post, we will explore the essential steps and considerations involved in starting a mobile notary business, providing you with the knowledge and guidance you need to embark on this exciting entrepreneurial journey. So, if you’re ready to learn how to turn your notarial skills into a successful mobile business, keep reading!

How To Start A Mobile Notary Business: Step-by-Step

Step 1: business planning,.

The business plan, serving as a roadmap, should clearly define the mobile notary business’s objectives, target audience, operational strategy, launch schedule, and financial forecasts, providing a solid foundation for success.

Step 2: Legal Registration,

Registering your business is essential for legal protection and often requires obtaining state-specific permits or licenses, such as one for operating as a notary.

Step 3: Notary Commission,

To become a notary in your state, fill out the application, undergo a background check, and pass an examination on notary laws. Each state has varying requirements, so make sure to check the specific guidelines.

Step 4: Purchase Necessary Equipment,

Having the necessary equipment such as notary seals, certificate forms, receipt books, and a ledger is essential for efficient notary work. Invest in these tools to ensure smooth operations and accurate record-keeping.

Step 5: Create a Mobile Office,

Creating a mobile office setup is essential for operating a mobile business. Equip your car with a laptop, printer, and other office necessities to ensure productivity and efficiency on the go.

Step 6: Pricing Structure,

When determining your rates for notarial services, it is important to factor in your time, any travel expenses incurred, and the complexity or nature of the documents being notarized. This will help establish a fair and appropriate pricing structure.

Step 7: Get Insured,

Protect your business with professional insurance, like Errors and Omissions (E&O) Insurance. It’s vital for notaries, shielding you from potential legal claims resulting from mistakes, ensuring your business remains safeguarded.

Step 8: Marketing Strategy,

Develop a comprehensive marketing strategy by integrating various tactics such as an optimized professional website, effective social media campaigns, strategic networking with local businesses, and additional methods to actively draw in potential clients and maximize business growth.

Step 9: Build a Network,

Building a strong professional network is essential in gaining referrals for notary services. Connect with lawyers, real estate agents, car dealerships, loan officers, and other professionals who frequently need notary services in order to expand your client base and increase opportunities for referrals.

Step 10: Client Servicing,

Providing exceptional customer service, being punctual, diligent, and confidential is crucial for success. Maintaining a strong reputation will enable you to retain customers and attract new ones through repeat business and referrals.

Step 11: Continual Learning,

As laws and notary requirements evolve, stay current by taking continuing education. Additionally, adjust your business plan to reflect growth or market shifts. Adaptation and refinement are vital for success.

Starting a mobile notary business can be a lucrative and fulfilling venture for those who possess the necessary skills and are willing to put in the effort to succeed. As discussed in this blog post, careful planning, obtaining the required certifications and licenses, investing in essential equipment, and effective marketing strategies are key elements to ensure a successful start-up. Remember to focus on providing excellent customer service, fostering strong relationships with clients, and staying updated with changing regulations in the industry. With these steps in place, you can confidently embark on your journey to starting and running a successful mobile notary business. Good luck!

Notary Business Plan Template & Guidebook

Starting a notary business can seem like an intimidating process, but it doesn't have to be. With the right tools and guidance, you can create the perfect business plan to ensure your new notary business is successful from the start. The #1 Notary Business Plan Template & Guidebook offers an easy-to-use framework and comprehensive advice that will help you make your vision a reality.

Nick

Get worry-free services and support to launch your business starting at $0 plus state fees.

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How to Write a Notary Business Plan in 7 Steps:

1. describe the purpose of your notary business..

The first step to writing your business plan is to describe the purpose of your notary business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind thinking about the customers’ problems. It also helps you identify what makes your business different from others in its industry.

It also helps to include a vision statement so that readers can understand what type of company you want to build.

Here is an example of a purpose mission statement for a notary business:

Our mission is to provide efficient, accurate, and professional notary services with the highest level of integrity and quality customer service. We strive to build lasting relationships with all our clients by delivering reliable and automated services while ensuring the proper execution of important documents.

Image of Zenbusiness business formation

2. Products & Services Offered by Your Notary Business.

The next step is to outline your products and services for your notary business. 

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

  • What is my business?
  • What are the products and/or services that I offer?
  • Why am I offering these particular products and/or services?
  • How do I differentiate myself from competitors with similar offerings?
  • How will I market my products and services?

You may want to do a comparison of your business plan against those of other competitors in the area, or even with online reviews. This way, you can find out what people like about them and what they don’t like, so that you can either improve upon their offerings or avoid doing so altogether.

Image of Zenbusiness business formation

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your notary business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

A good marketing plan for your notary business includes the following elements:

Target market

  • Who is your target market?
  • What do these customers have in common?
  • How many of them are there?
  • How can you best reach them with your message or product?

Customer base 

  • Who are your current customers? 
  • Where did they come from (i.e., referrals)?
  • How can their experience with your notary business help make them repeat customers, consumers, visitors, subscribers, or advocates for other people in their network or industry who might also benefit from using this service, product, or brand?

Product or service description

  • How does it work, what features does it have, and what are its benefits?
  • Can anyone use this product or service regardless of age or gender?
  • Can anyone visually see themselves using this product or service?
  • How will they feel when they do so? If so, how long will the feeling last after purchasing (or trying) the product/service for the first time?

Competitive analysis

  • Which companies are competing with yours today (and why)? 
  • Which ones may enter into competition with yours tomorrow if they find out about it now through word-of-mouth advertising; social media networks; friends' recommendations; etc.)
  • What specific advantages does each competitor offer over yours currently?

Marketing channels

  • Which marketing channel do you intend to leverage to attract new customers?
  • What is your estimated marketing budget needed?
  • What is the projected cost to acquire a new customer?
  • How many of your customers do you instead will return?

Form an LLC in your state!

free sample mobile notary business plan

4. Write Your Operational Plan.

Next, you'll need to build your operational plan. This section describes the type of business you'll be running, and includes the steps involved in your operations. 

In it, you should list:

  • The equipment and facilities needed
  • Who will be involved in the business (employees, contractors)
  • Financial requirements for each step
  • Milestones & KPIs
  • Location of your business
  • Zoning & permits required for the business

What equipment, supplies, or permits are needed to run a notary business?

  • Notary Certificates, Seals and Embossers
  • Notary stamp and/or journal
  • Knowledge of state laws and protocol
  • Bonds, insurance, and a notary public commission from the state
  • Computer software and/or mobile app for managing notary services
  • Photo identification for clients
  • Forms necessary to perform specific types of notarial acts
  • An updated knowledge of the document services field

5. Management & Organization of Your Notary Business.

The second part of your notary business plan is to develop a management and organization section.

This section will cover all of the following:

  • How many employees you need in order to run your notary business. This should include the roles they will play (for example, one person may be responsible for managing administrative duties while another might be in charge of customer service).
  • The structure of your management team. The higher-ups like yourself should be able to delegate tasks through lower-level managers who are directly responsible for their given department (inventory and sales, etc.).
  • How you’re going to make sure that everyone on board is doing their job well. You’ll want check-ins with employees regularly so they have time to ask questions or voice concerns if needed; this also gives you time to offer support where necessary while staying informed on how things are going within individual departments too!

6. Notary Business Startup Expenses & Captial Needed.

This section should be broken down by month and year. If you are still in the planning stage of your business, it may be helpful to estimate how much money will be needed each month until you reach profitability.

Typically, expenses for your business can be broken into a few basic categories:

Startup Costs

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a notary business varies based on many different variables, but below are a few different types of startup costs for a notary business.

Running & Operating Costs

Running costs refer to ongoing expenses related directly with operating your business over time like electricity bills or salaries paid out each month. These types of expenses will vary greatly depending on multiple variables such as location, team size, utility costs, etc.

Marketing & Sales Expenses

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your notary business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

A financial plan is an important part of any business plan, as it outlines how the business will generate revenue and profit, and how it will use that profit to grow and sustain itself. To devise a financial plan for your notary business, you will need to consider a number of factors, including your start-up costs, operating costs, projected revenue, and expenses. 

Here are some steps you can follow to devise a financial plan for your notary business plan:

  • Determine your start-up costs: This will include the cost of purchasing or leasing the space where you will operate your business, as well as the cost of buying or leasing any equipment or supplies that you need to start the business.
  • Estimate your operating costs: Operating costs will include utilities, such as electricity, gas, and water, as well as labor costs for employees, if any, and the cost of purchasing any materials or supplies that you will need to run your business.
  • Project your revenue: To project your revenue, you will need to consider the number of customers you expect to have and the average amount they will spend on each visit. You can use this information to estimate how much money you will make from selling your products or services.
  • Estimate your expenses: In addition to your operating costs, you will need to consider other expenses, such as insurance, marketing, and maintenance. You will also need to set aside money for taxes and other fees.
  • Create a budget: Once you have estimated your start-up costs, operating costs, revenue, and expenses, you can use this information to create a budget for your business. This will help you to see how much money you will need to start the business, and how much profit you can expect to make.
  • Develop a plan for using your profit: Finally, you will need to decide how you will use your profit to grow and sustain your business. This might include investing in new equipment, expanding the business, or saving for a rainy day.

free sample mobile notary business plan

Frequently Asked Questions About Notary Business Plans:

Why do you need a business plan for a notary business.

A business plan for a notary business is needed to outline the necessary steps to start, grow and maintain the business. It helps to identify target markets, develop strategies for reaching them, and create a budget for the startup costs and ongoing expenses. Finally, it allows potential investors and lenders to evaluate the potential success of the business.

Who should you ask for help with your notary business plan?

You should consult with a business consultant, financial advisor, and/or an accountant to help with your notary business plan. Additionally, you can contact your local or state department of commerce for information about notary regulations and licensing requirements, as well as resources for creating a business plan.

Can you write a notary business plan yourself?

Yes, you can. Creating a notary business plan is similar to creating a business plan for any other type of business. The process typically involves researching the current market, making an analysis of your competitors, creating a budget, outlining company goals and objectives, preparing a marketing plan, and detailing financial projections for the coming years. The time and effort required to create a business plan may vary depending on the complexity of the venture and your experience in writing such plans.

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I'm Nick, co-founder of newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

Through meticulous research and firsthand experience, I uncover the essential steps, software, tools, and costs associated with launching and maintaining a successful business. By demystifying the complexities of entrepreneurship, I provide the guidance and support needed for others to embark on their journey with confidence.

From assessing market viability and formulating business plans to selecting the right technology and navigating the financial landscape, I am dedicated to helping fellow entrepreneurs overcome challenges and unlock their full potential. As a steadfast advocate for small business success, my mission is to pave the way for a new generation of innovative and driven entrepreneurs who are ready to make their mark on the world.

Business Plan Templates

Mobile Notary Business Plan

  • Description
  • Executive Summary
  • Products & Services
  • Market Analysis

Marketing Plan

  • Management Plan

Financial Plan

What you get in business plan package, i.- executive summary.

The mobile notary startup aims to solve the problem of clients having to travel to a stationary location to notarize documents. This inconvenience can be time-consuming and frustrating, especially for busy individuals and those with mobility issues. The mobile notary business fills the identifiable need in the market for on-demand, reliable, and convenient notary services. It provides clients with the flexibility to have their documents notarized at their preferred location and time, eliminating the need for them to conform to the working hours of a stationary notary office. In addition, the startup will operate in a high demand city and state, where a sizable population requires mobile notary services but has limited access to the same.

The mobile notary startup aims to provide a convenient and reliable solution to the problem of individuals and businesses requiring notary services but facing difficulty in accessing them. Our highly skilled notaries will offer a range of services that include notarizing legal and financial documents, affidavits, and oaths. The mobile notary service will save clients the inconvenience of traveling to a notary office, as our notaries will travel directly to their desired location. Our business aims to provide timely and quality services to all clients, ensuring that their legal documents are signed and stamped accurately and promptly.

Target Market

The target market for the mobile notary startup is individuals and businesses that require notary services but are unable or unwilling to visit a stationary location. This includes busy professionals, elderly individuals, people with disabilities, or anyone who prefers a more convenient service.

The mobile notary services will cater to clients in high-demand areas where access to reliable and efficient notary services is limited. The startup will also target legal and financial firms that require notary services for their clients but do not want to allocate additional resources in-house for providing such services.

Competition

The mobile notary startup will face competition from established businesses offering similar services in the market. These alternative options may include traditional brick-and-mortar notary public offices, banks, and other financial institutions that offer notary services to their customers. However, our company will differentiate itself by providing convenient and reliable mobile services, which will be a major competitive advantage. We will also offer competitive pricing and exceptional customer service to gain an edge over our competitors. Our marketing strategies will focus on highlighting the benefits of using our mobile notary services compared to traditional options, such as time-saving and flexible services that cater to our clients' needs.

Financial Summary

The financial plan for the mobile notary startup involves careful consideration of costs, sales, and profitability to ensure the success of the business.

Key highlights of the financial plan are:

  • Projected startup costs are $50,000, which will cover equipment, marketing, legal fees, and initial operating expenses.
  • Expected revenue from notary services is $150,000 in the first year, with a 10% increase in sales each year thereafter.
  • Net profit margins are projected to be approximately 25%, resulting in a net profit of $37,500 in the first year of operation.
  • The business will reinvest profits into advertising and expanding services to other cities in the US.

The financial plan has been designed to ensure the mobile notary startup is financially sustainable and profitable, while providing quality and reliable services to clients.

Funding Requirements

The mobile notary startup requires a significant amount of funding to launch operations successfully. The following is an outline of the required funding to start the business:

  • Initial Costs: $50,000
  • Equipment & Supplies: $10,000
  • Legal & Administrative: $20,000
  • Marketing & Promotions: $15,000
  • Working Capital: $50,000

The total funding required for the mobile notary startup is $145,000. This investment will mainly cover the initial cost of the startup, including equipment, supplies, licensing, and working capital. The budget for marketing and promotions will be used to generate awareness and attract early customers. We believe that our innovative business model, coupled with our expertise and knowledge in the notary services industry, will help us generate substantial revenue and provide fair value to investors.

Milestones and Traction

Our mobile notary startup has identified specific milestones that we plan to hit to ensure growth and success within the first year of operation. The following is a roadmap table outlining our current status and the milestones we plan to achieve:

Our team believes that hitting these milestones within the first year of operation will be crucial to establishing ourselves as a dependable and reliable mobile notary service. We will continuously evaluate our progress and make adjustments to our roadmap as needed to ensure our success.

II.- Products & Services

Solution: products & services.

Our mobile notary startup provides a solution to the common problem of inconvenience and time-wasting experienced by customers who need to notarize legal and financial documents. We offer on-site notary services to clients in the comfort of their homes or offices, saving them the hassle of traveling to a stationary location.

We offer a range of notary services for various types of documents, including affidavits, power of attorneys, wills, trusts, and real estate documents. Our experienced and reliable mobile notary agents are available on demand to travel to any location in our targeted city and state to provide efficient and accurate notary services.

In addition, we offer online notary services where clients can sign documents electronically. Our online notary services are secure and compliant with all applicable regulations, saving our clients time and money in the notarization process.

Our comprehensive services are designed to meet the needs of busy professionals and individuals who require notary services but cannot spare the time to visit traditional notary public offices. We are committed to providing quality and reliable notary services, making us the go-to solution for all notary needs in our target city and state.

Validation of Problem and Solution

The need for mobile notary services has been on the rise in recent years, with a growing number of people seeking convenience and flexibility in accessing notary services without being restricted to traditional stationary locations. This trend is supported by data from the National Notary Association, which reported a 40% growth in demand for notary services between 2010 and 2020.

Our mobile notary startup addresses this growing need by offering quality and reliable notary services that cater to the needs and preferences of modern clients. Through our research and surveys, we have identified a significant demand for mobile notary services in [City] and [State].

To validate our solution, we have conducted pilot tests with a group of clients, who have given us positive feedback on the convenience, flexibility, and quality of our services. Our tests have also shown that our pricing is competitive and aligned with the market standards while ensuring profitability for our business.

Product Overview

Our mobile notary startup will provide on-demand notary services to individuals and businesses in need of document signing services. Our services will be available to anyone who is unable to visit a traditional stationary location, such as hospitals, nursing homes, law offices, and businesses. With our convenient mobile notary services, customers can relax knowing that the notary public will come to their location for document signing.

Our service will benefit our customers in several ways. Firstly, we are providing a time-saving solution that eliminates the need for customers to travel to a notary office. This is especially convenient for busy professionals, elderly people, or anyone who is physically unable to travel. Secondly, our highly trained and experienced notary publics will provide reliable and efficient services that guarantee the legal validity of their documents. Our service is a hassle-free way to get important legal or financial documents notarized accurately and quickly, and we are dedicated to providing our customers with unparalleled convenience and quality.

Currently, there are several stationary notary services and a few mobile notary startups operating in the targeted city and state. These services provide notary services for various types of documents, but they require clients to travel to their location, which can be inconvenient for some individuals.

However, our mobile notary startup will differentiate itself from the competition by providing convenient and reliable mobile services. We will travel to the client's location, saving them time and effort. Additionally, our notaries will be highly trained professionals who can handle various types of documents with precision and accuracy.

Our startup will also provide exceptional customer service, ensuring that clients receive prompt and courteous service before, during, and after the notarization process. By offering these additional benefits, we aim to provide a unique and valuable service that will set us apart from the competition.

Roadmap: Products & Services

To establish and grow the mobile notary startup, the following key steps will be taken:

With a solid roadmap in place, the mobile notary startup can establish itself as a dependable and reliable brand in the industry, meeting the needs of clients in the chosen location and potentially expanding to other regions in the future.

III.- Market Analysis

Market segmentation.

The potential market for the mobile notary startup can be segmented based on specific characteristics of customers as shown in the table below:

Based on the market segmentation table, the mobile notary startup can tailor its marketing strategies and services to meet the needs of each specific customer group to increase its customer base and revenue.

Target Market Segment Strategy

Our mobile notary business aims to target two main market segments:

  • Busy professionals who require notary services but have limited time to visit a notary's office
  • Elderly or disabled individuals who face difficulty in traveling to a notary's office

Our ideal customer would most likely benefit from our business if they fall into either of these two categories. By providing mobile notary services, we offer convenience and accessibility to those who have limited mobility or time constraints.

Key Customers

Our ideal customer archetype is someone who values convenience, efficiency, and professionalism. This individual may be a busy professional, such as a real estate agent, lawyer or lender, who needs fast and reliable notary services at any time and any location. They may also be a senior citizen or someone with mobility issues who requires a mobile notary to come to their home or healthcare facility. By providing exceptional service to this key demographic, they will become the main advocate for our business and refer others to us.

Future Markets

Based on the market analysis in the previous sections, it is evident that the demand for mobile notary services is growing steadily. With the increasing trend of remote work and online transactions, the need for notarized documents is becoming more essential. Additionally, the aging population also contributes to the significant demand for mobile notary services.

Our business strategy is specifically formulated to meet the demand of such potential markets. We aim to provide a seamless and convenient service to clients, with flexible hours and reliable customer service. Our competitive pricing and quality service will set us apart from other competitors and attract loyal clients.

As with any business, it is essential to analyze the competitive landscape to understand potential threats and opportunities. The mobile notary startup will face competition from other notary service providers in the area. To stay ahead of the game, the startup will need to differentiate itself from others by providing reliable, professional, and convenient services. A table of potential competitors has been created for the startup’s analysis and reference:

Upon analyzing the competition, the mobile notary startup can identify target segments, differentiate on pricing or services, and create a value proposition.

IV.- Marketing and Sales Plan

The marketing and advertising strategy of the mobile notary startup will involve utilizing both digital and traditional channels to reach potential clients. The marketing budget will be allocated based on the estimated return on investment for each channel. The goals are to increase visibility, generate leads, and build a strong brand reputation in the target market.

The advertising channels to be utilized include:

The total cost of the marketing campaign will be $1,300 per month, with an estimated return on investment of 200%.

The advertising and marketing messages will emphasize the convenience, reliability, and expertise of the mobile notary service. The team will also create an informative website that offers helpful resources for potential customers, such as a FAQ section and blog posts about frequently notarized documents.

Based on market research, we anticipate a high demand for our mobile notary services. Our pricing strategy is competitive with other notary services in the area, which we expect to help us capture a significant share of the market. We anticipate an average of 15 clients per week in the first year, increasing to 30 clients per week by the end of the second year. We have the capacity to handle this level of demand, and we will continue to monitor and adjust our pricing strategy to remain competitive while maintaining healthy profit margins.

Location and Facilities

Our mobile notary business leverages cutting-edge technology to deliver efficient and convenient services to our clients. We have developed a custom web application that streamlines the appointment scheduling process, allowing clients to book notary services online in real-time. Our mobile notaries utilize electronic signature pads and digital document management systems to expedite the signing process and reduce errors.

In addition, we have integrated our systems with traditional notary databases and state regulations, ensuring that we are always in compliance with current laws and regulations.

Equipment and Tools

A mobile notary business requires a few essential pieces of equipment and tools. Below is an outline of the necessary items and the estimated costs associated with purchasing or renting them:

Note that costs may vary depending on the brand and quality of the equipment or tool, and some items may only need to be purchased once or can be rented on an as-needed basis.

V.- Management and Organization

Organizational structure.

Here is an overview of the structure of our mobile notary business:

The flow of information between levels of the organization occurs through regular meetings and communication channels, with the owner/manager overseeing all operations.

Management Team

As the owner and founder of this mobile notary business, I anticipate taking on a team of skilled professionals to assist with high-level management roles within the company. This team will be responsible for overseeing day-to-day operations, customer service, marketing, and financial planning. The table below outlines some potential candidates I am considering for these positions:

Further assessments will be conducted to ensure that the selected candidates align with our business values and goals.

Management team gaps

At present, there are a few positions or areas of expertise that we do not have candidates ready to fill. We require individuals who possess comprehensive knowledge of legal and financial matters, as well as individuals who have extensive experience in marketing and public relations. While we continue to search for candidates to fill these positions, our existing team is committed to filling the gaps by expanding our knowledge base and skills.

Personnel Plan

Running a mobile notary business will require a team of reliable and qualified individuals. The following table outlines the potential positions that will be necessary to run the business effectively:

It is important to hire the right individuals who share the same vision and goals for the company to ensure the success and growth of the mobile notary business.

Company History and Ownership

The mobile notary startup is a newly established business set to launch in 2023. However, its founders have extensive backgrounds and experiences in the legal and financial industries, having worked as lawyers and financial advisors for several years. They have identified a demand for mobile notary services in their city and state, which led to the inception of the startup.

The company will be privately owned, with the founders sharing the ownership and decision-making responsibilities. The experience and expertise of the founders in their respective fields will enable the company to provide exceptional service quality and meet the needs of its clients. The founders are committed to the success of the startup and have developed a comprehensive business plan to ensure its viability and long-term success.

To effectively manage and steer our mobile notary business, we have drafted a detailed roadmap in table format to highlight specific goals and objectives we plan to achieve:

Key Metrics

Key performance indicators (KPIs) are essential to determine the overall functioning and success of the mobile notary business. Measuring revenue, expenses, and profit margins help to monitor the financial health of the business. Additionally, tracking the lead conversion rate, customer satisfaction, and employee productivity can help gauge the overall performance and growth of the business.

VI.- Financial Plan and Metrics

Sales forecast.

Below is the projected sales for the next three years:

This sales forecast is based on market research and our current marketing and sales strategies. We will regularly review and adjust our plan as needed to achieve our revenue targets.

Mobile Notary Financial Plan Key Inputs

Mobile Notary Key Inputs Sales Forecast By Years

In order to start and operate your mobile notary business, you will incur a variety of expenses. It is important to consider these costs in your financial plan and metrics.

There are two types of expenses to consider: startup costs and operational expenses. Startup costs are the initial expenses you will incur to get your business up and running, while operational expenses are the regular ongoing costs of running your business.

Startup Costs

Startup costs for a mobile notary business may vary depending on the specific needs of your business. However, some common expenses include:

Operational Expenses

Operational expenses are the ongoing costs of running your mobile notary business. These expenses may include:

The Financial Plan section of this mobile notary business plan presents the three main financial documents that every startup should have: the income statement, the cash flow statement, and the balance sheet. In the income statement, you will see the company's revenue and expenses for a specific period. The cash flow statement tracks the inflows and outflows of cash, while the balance sheet gives a snapshot of the company's assets, liabilities and equity at a particular point in time.

Mobile Notary Financial Plan Profit & Loss Statement

Mobile Notary Financial Plan Profit And Loss Statement

Mobile Notary Financial Plan Cash Flow Statement

Mobile Notary Financial Plan Cash Flow Statement

Mobile Notary Financial Plan Balance Sheet Statement

Mobile Notary Financial Plan Balance Sheet Statement

The mobile notary business intends to hire experienced and licensed notaries who possess strong communication and organizational skills. The compensation package will be competitive and include a base salary plus bonuses based on performance metrics such as client satisfaction and completion of assignments. Employees will be an integral part of the business operations, handling client requests, managing appointments, and ensuring timely and accurate completion of notarization services.

Capital Requirements and Use of Funds

As part of the financial plan and metrics, the capital requirements should be outlined to reflect on the amount of money needed to start or grow the business, the intended use of funds, and how much investment is required from lenders or investors. This information is important to be shared with potential investors or lenders to provide a clear understanding of the financial needs and expectations of the business.

Mobile Notary Financial Plan Sources And Uses Report

Exit strategy

As the owner of the mobile notary business, I intend to create a business that is profitable and sustainable in the long-term. However, I understand the importance of having an exit strategy in place.

One potential exit strategy would be to sell the business to an interested buyer, either within the industry or looking to enter it. Another possibility would be to pass the business along to a family member or key employee who has shown a strong interest and capability in the business.

Regardless of the exit strategy ultimately pursued, it is important to me that the transition is smooth and well planned to ensure the continued success of the business beyond my ownership.

Customer Reviews

free sample mobile notary business plan

free sample mobile notary business plan

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January 6, 2023

How to create a mobile notary business plan.

Creating a mobile notary business plan is important in starting your own business. A mobile notary business offers convenience to customers who need notarization services but need help to reach a physical location. As a mobile notary, you can travel to your clients and provide notary services at their location, making it more convenient for them.

The first step in creating your business plan is researching the market. This will help you understand your area’s demand for mobile notary services and the competition you will face. You will also want to research the regulations and requirements for becoming a notary in your state. Once you have a good understanding of the market and regulations, you can start to develop your business plan. A mobile notary business plan should include the following key elements:

Executive Summary: This should provide an overview of your business and its goals. It should also include a summary of your research and your target market. Business Description: This should include more detailed information about your business, such as your mission statement, services offered, and competitive advantage. Market Analysis: This should include information about your target market, including demographics, needs, and buying habits. It should also include information about your competition and how you plan to differentiate yourself. Operations Plan: This should include information about how your business will operate, acquire customers, and provide notary services. Financial Plan: This should include financial projections, such as projected income and expenses, and a break-even analysis. Conclusion: Summarize your business plan

Creating a successful business plan is key to setting your mobile notary business up for success. Knowing the demand for mobile notary services in your area and the competition you will face are important considerations. Moreover, understanding the regulations and requirements of becoming a notary in your state is paramount. Additionally, understanding your target market, operations details, and plans for financial gains can help build a complete business strategy. Ultimately, this approach will provide more insight into setting goals, achieving objectives, and becoming a successful business owner.

Once you have completed your business plan, reviewing it and making any necessary revisions is important. You may also consider seeking feedback from a mentor, business advisor, or other notaries who are experts.

To be successful in the mobile notary business, it’s important to have a solid mobile notary business plan in place. This plan will serve as a roadmap for your business, outlining your goals, strategies, and financial projections. By taking the time to research your market, create a comprehensive business plan, and seek feedback from experts, you will be well on your way to starting a successful mobile notary business.

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BlueNotary

7 Strategies to Building a Successful Mobile Notary Business

Are you tired of the same old boring desk job? Do you have a passion for paperwork and a love for legally binding signatures? Well, my friend, you’re in luck! In this article, we’re going to dive deep into the world of mobile notary businesses. So grab your pen and prepare to take some notes, because we’re about to unveil the 7 key strategies for building a successful mobile notary business . Get ready to notarize your way to success!

Table of Contents

Strategize for Success in Your Notary Business

Starting a mobile notary business is no small feat. It takes careful planning, dedication, and, of course, a sense of adventure. Before you embark on this thrilling journey, let’s take a look at some essential steps for starting your notary business.

Essential Steps for Starting Your Notary Business

The first step in any successful endeavor is preparation. And starting a mobile notary business is no exception. Here are a few crucial steps to set you on the path to notarial greatness:

1. Get the necessary training and certification.

Before you can become a mobile notary, it’s important to acquire the proper training and certification. This will ensure that you have the knowledge and skills needed to perform your duties effectively. Look for reputable training programs and courses that cover the legal requirements and best practices for notaries in your area.

2. Obtain the required licenses and permits.

To operate your notary business legally, you’ll need to obtain the necessary licenses and permits. The requirements may vary depending on your location, so it’s essential to research and comply with the regulations set forth by your state or local government. This will help you avoid any legal issues and establish your business as a trustworthy and reliable service provider.

3. Invest in the right notary supplies.

As a mobile notary, you’ll need to have the right tools and supplies to perform your duties efficiently. This includes items such as notary stamps, seals, journals, and any other equipment required by your state. Investing in high-quality supplies will not only enhance your professionalism but also ensure that you are able to provide accurate and reliable notary services to your clients.

4. Create a professional website and brand.

In today’s digital age, having a professional website and brand presence is essential for any business. It allows you to showcase your services, provide information to potential clients, and establish credibility in the industry. Consider hiring a web designer or using website-building platforms to create a visually appealing and user-friendly website that reflects your brand identity.

5. Develop a solid business plan.

A well-thought-out business plan is the foundation of a successful notary business. It helps you define your goals, identify your target market, and outline strategies for growth and profitability. Your business plan should include a detailed analysis of your competition, marketing strategies, financial projections, and contingency plans. It will serve as a roadmap to guide you through the various stages of your business journey.

Now that you’ve laid the groundwork for your notary business, it’s time to face one of the trickiest parts – setting your notary and service fees . But fear not! We’ll guide you through the process of navigating state laws and finding that sweet spot where your pricing is both fair and profitable.

Navigating State Laws to Set Your Notary and Service Fees

State laws regarding notary fees can be as confusing as reading a doctor’s handwriting. But don’t let that deter you from setting reasonable fees for your services. By doing thorough research and taking into account the specific rules and regulations in your state, you can find the perfect balance between making a living and providing affordable notary services to your clients.

When determining your notary and service fees, it’s important to consider factors such as the complexity of the documents you’ll be notarizing, the time and effort required for each assignment, and the market rates in your area. You’ll also need to familiarize yourself with any statutory fee caps or limitations imposed by your state. This will ensure that you comply with the law while still charging a fair and competitive price for your services.

Additionally, it’s worth exploring different pricing models to find what works best for your business. Some notaries charge a flat fee per signature, while others may charge an hourly rate or offer package deals for multiple documents. Consider the unique needs and preferences of your target market when determining your pricing structure.

Remember, setting your notary and service fees is not a one-time decision. As your business grows and evolves, you may need to adjust your pricing to reflect changes in market conditions, overhead costs, and the value you provide to your clients. Regularly reviewing and updating your fee structure will help you stay competitive and ensure the long-term success of your notary business.

7 Strategies to Building a Successful Mobile Notary Business

Thriving as a Notary Signing Agent

Being a mobile notary is great, but being a notary signing agent takes your notarial adventures to a whole new level. As a signing agent, you’ll have the opportunity to work with mortgage lenders, title companies, and borrowers during the exciting process of closing real estate transactions. So how can you maximize these opportunities and diversify your workload? Let’s find out!

Maximizing Opportunities as a Notary Signing Agent

As a notary signing agent, networking is your secret weapon . Attend conferences, join professional associations, and connect with other industry professionals. The more you put yourself out there, the more opportunities will come knocking on your notary stamp. And remember, don’t be afraid to step out of your comfort zone. You never know when a random conversation at a coffee shop might lead to a life-changing signing gig.

Diversifying Your Notary Signing Agent Workload

Variety is the spice of life, and the same goes for your notary signing agent workload. If you want to keep things exciting, expand your horizons and seek out diverse signing assignments. From loan signings to general notarizations, the more types of documents you can handle, the more clients you’ll attract. So, strap on your notary cape and embrace the diversity!

Collaborating with Fellow Notaries for Mutual Success

In a world full of competing notaries, it’s important to remember that unity is strength. Collaborating with fellow notaries can lead to brilliant partnerships, increased credibility, and a supportive community that will cheer for your notarial victories. So let’s explore the power of networking with other notaries and building a supportive community.

The Power of Networking with Other Notaries

Networking with fellow notaries is the key to unlocking a world of opportunities. Attend local events, join online forums, and connect with notaries who share your passion. Not only will you expand your professional circle, but you’ll also gain valuable insights, learn from their experiences, and maybe even make some lifelong friends. Networking has never been so notariously fun!

Building a Supportive Community of Notaries

When the notarial going gets tough, having a supportive community can make all the difference. Reach out to fellow notaries and create a support system that can celebrate your successes, offer advice, and lend an empathetic ear when needed. Together, you can conquer any notarial challenges that come your way. Remember, there’s strength in numbers, especially when those numbers are armed with ink-stained fingers!

Effective Marketing Strategies for Your Notary Business

Now that you’ve mastered the art of networking and collaboration, it’s time to focus on effective marketing strategies for your notary business. After all, the best notary services in the world can’t thrive if nobody knows about them. So let’s dive into the world of marketing and learn how to promote your notary services with authenticity .

Promoting Your Notary Services with Authenticity

Authenticity is the secret ingredient to successful marketing. Show potential clients who you truly are – a passionate notary ready to conquer their notarial needs with dedication and a dash of humor. Utilize social media platforms, create engaging content, and don’t be afraid to let your notary personality shine through. Your clients will appreciate your authenticity, and your notary business will reap the rewards.

Leveraging Online Platforms for Notary Business Growth

The digital world is a goldmine for notaries. Creating an online presence for your notary business can open doors to clients from all corners of the globe. Utilize online platforms like BlueNotary or your professional website to offer remote notarization services and attract a wider customer base. Embrace the wonders of technology and let the virtual ink flow!

Continuous Learning for Notary Professionals

In the ever-evolving notarial world, continuous learning is essential. Staying updated with notary education and training will not only enhance your skills but also demonstrate your commitment to providing top-notch notary services to your clients. So grab your reading glasses and let’s dive into the world of lifelong learning for notary professionals.

Staying Updated with Notary Education and Training

The notary world is constantly changing, and it’s your duty as a dedicated notary to keep up with the latest industry trends. Attend seminars, participate in webinars, and stay informed about any updates to notary laws and regulations. The more knowledgeable you are, the more confident your clients will feel in your abilities to notarize their documents.

Expanding Your Notary Knowledge and Skills

Being a notary is not just about stamping papers and collecting signatures. It’s about becoming a well-rounded notarial expert. Expand your knowledge and skills by exploring different areas of notarial expertise. From estate planning to immigration documents, the more niche areas you can cover, the more valuable you’ll become to your clients. So let your thirst for knowledge lead you down the notarial rabbit hole!

The Key to Success as a Notary: Hard Work and Dedication

At the end of the day, the true key to success as a notary lies in the sweat on your brow and the ink stains on your fingertips. Hard work and dedication are the magic ingredients that transform a mobile notary into a notarial superhero. So roll up your sleeves, grab that stamp, and prepare to conquer the notarial world!

The Importance of Putting in the Effort as a Notary

Being a notary is not for the faint of heart. It requires discipline, perseverance, and the willingness to go the extra mile. Whether it’s working late nights, traveling long distances, or dealing with difficult clients, putting in the effort will pay off in the form of a successful mobile notary business. So embrace the challenges, overcome the obstacles, and let your dedication shine!

Now that you’ve learned the 7 key strategies for building a successful mobile notary business, it’s time to put your newfound knowledge into action. So go forth, brave notary, and conquer the world, one notarized document at a time. The notarial universe is waiting for you!

General Question About Mobile Notary Business

1. how do you handle competition in densely populated areas where multiple mobile notaries offer similar services.

Handling competition in densely populated areas with multiple mobile notaries offering similar services requires innovation, specialization, and personalized customer service. Specializing in specific notarial services , offering exceptional customer care, and building a strong online presence can help mobile notaries stand out and attract more clients.

2. What are the common challenges or pitfalls new mobile notaries face and how can they be avoided or overcome?

New mobile notaries commonly face challenges such as client acquisition, pricing strategy, and managing fluctuating demand. Overcoming these challenges involves proactive networking, market research for pricing, and diversifying services to maintain a steady workflow while maintaining service quality.

3. Can you provide case studies or examples of mobile notaries who have successfully implemented these strategies?

Successful mobile notaries have implemented strategies like building a strong brand identity, leveraging technology for efficiency, obtaining niche certifications , and engaging with their communities through workshops or informational sessions. These examples highlight the importance of adaptability, continuous learning, and customer-centric approaches for success in the mobile notary business.

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Notary Public Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » B2C Sector

Do you want to start a notary public company and need to write a plan? If YES, here is a sample notary public business plan template & feasibility report.

A notary public works as a certified and legal witness, offering their signature as proof of identification. Standard notarized legal documents include contracts, mortgages, and property deeds. Notary public businesses serve customers either from a home office, brick-and-mortar establishment, mobile, or online.

Most of the 4.4 million Notaries in America become Notaries as part of their job duties or as a value-added skill on their resume. Others choose to become Notaries so they can have their own mobile Notary or Notary Signing Agent business.

But they all work as independent contractors who earn money by handling mortgage signings, notarizing trust documents and performing many other tasks. Note that apart from the additional income opportunities available, the office of the Notary Public has a long history and brings with it credibility to the individual Notary.

A Sample Notary Public Business Plan Template

1. industry overview.

Businesses in legal services industry provide the services of lawyers and other legal practitioners to individuals, businesses, government agencies, and non-profits. The US legal services industry includes about 180,000 establishments (single-location firms and units of multi-location firms).

The legal services industry in the united states generated approximately 288 billion in 2018. In 2018, over 1.1 million people were employed in legal occupations in the U.S. This number was set to rise to 1.38 million in 2023. The largest share of those working in legal occupations was comprised of lawyers. Lawyers also earned the most in this industry, with a mean annual wage of over 144,000 U.S. dollars.

Close to 47 percent of 2018 law graduates had taken up employment with law firms by April 2019 and 70.1 percent were working in occupations which required the passage of the bar exam. According to industry reports, the overall health of the global economy, and the corresponding volume of commercial transactions, heavily influences demand for legal services.

Bigger firms achieve success by working on cross-border cases for multinational clients and constantly expanding their industry practice areas.

Small firms rely on serving local clients and developing expertise in a few practice areas. Firms large and small stand out by touting pro bono work, diversity, and corporate social responsibility. The industry faces several potential disruptors. Client law firms are relying more on in-house legal teams.

2. Executive Summary

Authentic Docs is a legal notary public and paper shredding company, offering document notarization and cost effective destruction services to law firms, businesses, and individuals. We will offer a most secure, efficient, simple and cost effective plan available for authenticating and destroying a company’s confidential information.

At Authentic Docs, we all also provide complete on-site and off-site document verification and destruction services. We plan to service law firms and other businesses in Denver, Colorado. We boast of a massive industry experience in documentation as well as the shredding of microfilm, microfiche, credit cards, computer tapes and other forms of media storage.

We will keep an automated journal and issue certificate of notarization or destruction, as the case may be, with each invoice.

We also offer recycling programs for non-confidential documents. Authentic Docs has a 4,000 square foot facility located in Downtown Denver, Colorado.  The park anchors the industrial section of the city and is within easy access of 80 percent of potential customers.

Our start-up cost for Authentic Docs is focused primarily on disposal equipment, disposal bins, and disposal trucks. We will have the ability to draw up and certify contracts and other legal documents that require a notary’s seal and signature such as wills, mortgages, adoption papers, property deeds and financial transfers.

Mason Stevens and the silent partner will each make substantial investments in the company. In addition, Mason will secure a long-term business loan to cover most of the start up and running cost. Authentic Docs will also market an annual service contract at a 20 percent discount to small companies and a 15 percent discount to medium-size companies.

Our competitive edge will be our quick response to a customer’s request for services. Authentic Docs will respond within 24 hours of a request by a company for record verification and shredding services.

3. Our Products and Services

Authentic Docs is a legal notary public and paper shredding company, offering document notarization and cost effective destruction services to law firms, businesses, and individuals in Denver, Colorado. We will offer the following services:

  • Document Notarization

Authentic Docs will offer notarization services to law firms, businesses, and individuals that have notary needs. The business will also sell a variety of pre-printed legal forms that will assist individuals with their ongoing legal filing needs.

  • Document Security

Authentic Docs will offer on-site document destruction service which is the safest, most secure, and convenient means of disposing of sensitive documents. An assigned bonded and uniformed employee will take a customer’s classified documents from the security bins that we provide for the office directly to the mobile shredding unit where the materials will be destroyed.

  • Document on-site destruction services

Authentic Docs will provide security bins to be placed throughout the office area. These bins have a built in lock to ensure documents cannot be removed without a key. The material will be destroyed on-site and the shredded paper will then be taken to our facility where it will be recycled.

  • Document Off-site destruction services

We will also provide off-site document destruction. We will still supply our customers with security bins but the materials will be brought back to our facility to be shredded. In addition to the security consoles for the office, we offer 65-gallon Schafer containers.

These Schafer containers are used for high volume areas. Customers with large volumes of paper find this to be the most economical way to handle classified materials.

4. Our Mission and Vision Statement

  • Our vision at Authentic Docs is to develop into a foremost notary and business services agency within Colorado and all other neighbouring states.
  • The mission of Authentic Docs is to provide a cost-effective document notarization and disposal service that protects our customers demand for assurance and security.

Our Business Structure

Our business structures at Authentic Docs will emphasize our standard in the industry. Mason Stevens will be responsible for day-to-day operation of the facility. He will also manage the sales team. An off-site facility team will manage the notarization of documents. They will also be tasked with the disposal of records at the Authentic Docs Facility.

The on-site team will manage collection of documents to be notarized, collection of documents for destruction and the disposal of documents at a customer site, as the case may be. Our business structure will include the following portfolios;

Attorney Coordinator

Paralegal/Legal Analyst

Lines Account Manager

Office manager

Security Officers

5. Job Roles and Responsibilities

  • Review documents to determine if they meet notarization eligibility requirements as set forth in the Company’s policies
  • Where an affidavit is provided in connection with the document, verify all of the information in the affidavit is true and accurate and, if it meets the standard, timely execute the affidavit in compliance with applicable laws and Company policies.
  • Monitor the Company’s relationship with law firms and other clients to ensure they are performing in accordance with contractual expectations and represent Credit Acceptance professionally, compliantly and cost-effectively.
  • Coaching, performance managing and auditing a defined group of clients to ensure all binding agreements are being worked in compliance with our policies and procedures and the contract.
  • Evaluating data concerning clients performance and documenting observations based on that data
  • Presenting performance results to clients, including Action Plans developed through the relationship management process
  • Completing initial and annual due diligence reviews of clients to confirm that they understand and are capable of complying with the protection laws
  • Oversee compliant and efficient progress of documents placed with the company
  • Provide ongoing support to all other employees
  • Drafting of powers of attorney for use worldwide.
  • Ensure compliance with power of attorney process and standards.
  • Coordinate apostille or legalization for powers of attorney.
  • Maintain company database and records.
  • Maintain contracts database and records
  • Review and negotiate routine contracts (MSAs, Confidentiality Agreements, etc.)
  • Manage online compliance program, including facilitation of third-party representative applications and approvals
  • Prepare compliance-related communications
  • In coordination with HR/Payroll, manage garnishments, including receiving notices, responding to interrogatories, and managing open garnishment orders
  • Assists with matter management and litigation hold systems and assists with data entry and reporting within same
  • Update company policies and standards related to legal and compliance matters
  • Monitor and report on key performance indicators related to legal and compliance support of business initiatives
  • Manage client accounts and client relationships, as well as generate new personal lines business
  • Provide customer service via phone, fax, and email, including gathering information for all change requests
  • Quote and issue new policies and market renewals
  • Input claims
  • Input / update client screen and policy screen information in the Agency Management System
  • Process client payments as agency sweeps when necessary
  • Invoice all agency-billed transactions within the department and follow up to collect payment from clients
  • Maintain relationships with Personal Lines Carriers
  • Drive and support cross-selling strategies for existing clients, as well as new relationships
  • Foster and seek relationships with teammates across all levels
  • Attend training sessions, courses, etc. to maintain up-to-date skills
  • Other duties as needed
  • In charge of preparing financial reports, budgets, and financial statements for the agency
  • Prepares the income statement and balance sheet
  • Provides managements with financial analyses, development budgets, and accounting reports
  • In charge of financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • In charge of developing and managing financial systems and policies
  • In charge of administering payrolls
  • Ensures compliance with taxation legislation
  • Handles all financial transactions for the Agency
  • Serves as internal auditor for the agency
  • Receive, sort, stamp and deliver all incoming documents and items.
  • Interact by phone and web with the client and internal management and staff. Perform data entry using company-developed software and Microsoft Excel and perform basic work processing using Microsoft Word and Outlook.
  • Provide clerical support for the Attorney Coordinator including but not limited to: assist with the preparation and review of the monthly and quarterly deliverable reports for client; daily workload reports for management meetings and client meetings; as needed.
  • Primary point of contact for Expense Reports including but not limited to training and review.
  • Provide Notary Public services as requested.
  • Maintain the office corporate calendars: Staff and Training in conjunction
  • Provides courteous and prompt service to all internal and external customers.
  • Prioritizes and addresses requests and assignments in a professional manner to develop cooperative relationships and to ensure that customer confidentiality is assured.
  • Performs other duties and assignments as requested by the attorney coordinator.
  • Ensures that the agency is secured at all time
  • Controls traffic and organize parking
  • Gives security tips to staff members from time to time
  • Patrols around the agency on a 24 hours basis
  • Any other duty as assigned by the school administrator.

6. SWOT Analysis

Our goal at Authentic Docs is to offer a most secure, efficient, simple and cost effective notarization for companies. We will possess the ability to draw up and certify contracts and other legal documents that require a notary’s seal and signature such as wills, mortgages, adoption papers, property deeds and financial transfers.

Our main objective is to achieve sales goal during first year of operation and also create a customer base of 100 companies. We hope to grow sales by 15 percent during the second year of operation.

To be able to achieve these milestones, we hired the services of well known professional in the area of business consulting and promotion with solid experience in the legal and law service sector to help us in establishing a standard and competitive notary and destruction business.

They had to work with the management of our agency in conducting our SWOT analysis. Outlined below is a summary from the result of the SWOT analysis conducted for us at Authentic Docs.

Our strength in this industry is as follows; the experience and diverseness of our workforce will give us an olive branch in this industry.

Also, by creating an impeccable “trustworthy” relationship with our clients through the use of first class equipment and proper verification processes, clients will want to frequent our agency often and recommend it to their colleagues and friends.

Also by showing genuine concerns about the interests of our clients, we can make them feel comfortable and confident that we can meet all of their notarization and document destruction needs.

It will really take some time for our notarization and destruction agency to become well known. Notarization and document destruction is a sensitive venture that goes hand in hand with trust. The time it will take us to build this trust with our customers, according to our SWOT analysis, is the only perceived weakness for Authentic Docs.

  • Opportunities

Theft, vandalism, and industrial espionage are becoming ever increasing security problems. There are too many horror stories resulting from unverified confidential information or these information getting into the wrong hands.

Today’s business environment is becoming very competitive and information explosion can be devastating to a business. With the increased use of office copiers and computers, staggering amounts of sensitive information is being generated and carelessly treated. It opens up a massive opportunity for us at Denver, Colorado.

At Authentic Docs, we understand that the notary and document destruction industry are well regulated and industry changes are bound to occur here and there. Also the sudden appearance of a competitor within our location of operation can threaten the success of our business.

7. MARKET ANALYSIS

  • Market Trend

According to our research, the need for Notaries and document destruction continues to grow, and having performing these duties means that we’re not going to run out of work anytime soon.

  • Loan & Mortgage Signings

Loan signings are one of the most common ways that notaries earn an income. In fact, reports have it that more than half of the notary public income comes from providing loan and mortgage signings services. The entire notary industry took a huge hit in 2008 during the housing crisis and subsequent Great Recession.

From 2008 until 2012, there was a loss of notary work as the industry experienced people being unable, or unwilling, to purchase houses during uncertain times. However, since 2013, the need for notaries has increased and is quickly surpassing pre-recession numbers. Recently, as homes change hands at an ever increasing rate, the need for notaries only continues to grow.

And as the United States population increases and ages, more people are purchasing homes, whether it’s a first time home purchase (Millennials) or Baby Boomers (selling their old home and potentially downsizing), the need for notaries will only increase.

  • Debt Settlement Signings

Although it’s unfortunate that so many people find themselves getting into debt, that is good news for notaries who provide debt settlement signings. In addition, when notaries connect with reputable companies who provide debt settlement signings service, their ability to get work increases.

National Paralegal & Notary is a recognized leader in debt settlement signing services and welcomes qualified and detail oriented notaries into its nationwide network.

  • Verifying I-9 Forms

As we know, the trend for employers hiring remote employees and contractors only grows. And as the federal government continues to audit more and more business to ensure they are adhering to the I-9 form requirement for every new employee, it is no surprise that there are more requests for notaries to help complete these forms.

Employers will often hire notaries in order to verify the identity of the prospective employee and fill out the proper paperwork, acting as a representative of the company.  These forms are issued by the U.S. Citizenship and Immigration Services in order to verify the identity of an employee and ensure that they are eligible for employment in the US.

While I-9 forms do not require an official notarization, it only makes sense to hire someone who is familiar with the identification documents required. Choosing a notary to work as an “authorized representative” is a no-brainer. Being a Notary Comes With Privileges.

8. Our Target Market

At Authentic Docs, we plan to focus on the following target customers:

  • Law firms and individuals

These will include legal professionals, businesses, and individuals that need to have documents notarized for individuals with notary needs.

These law firms we believe have substantial document destruction needs. Individuals and their businesses that frequently file notarized business forms (especially among debt servicing and financial businesses.) will also be serviced.

  • Second tier companies and Small businesses

These companies have 10 to 100 employees. They represent a significant market since internal document disposal is not cost-effective or efficient. Outsourcing disposal services is an excellent solution that will reduce the business disposal costs by 25 percent.

Record disposal to this audience is quickly becoming an important concern and is usually poorly organized and inefficient.

Our Competitive Advantage

We at Authentic Docs believe our agency has a very large potential market. Due to the uniqueness of our agency throughout Colorado, we strongly believe we can become the main notarization and document destruction agency quickly.

Our competitive advantage at Authentic Docs is our quick response to a customer’s request for services. We will respond within 24 hours of a request.

Our verification processes will be automated and fast, while our disposal trucks will shred documents twice as fast as our competitors and has a greater load capacity. Also, Mason Stevens leadership is a tremendous competitive advantage to this business.

9. SALES AND MARKETING STRATEGY

  • Sources of Income

Authentic Docs is an agency developed with the aim of generating substantial incomes in the document notarization and destruction industry and we plan to do these by leveraging all available opportunities in the industry and within the proximity of the law in the United States.

We plan to sustain our business and make profits by charging a fee for each document we notarize or shred. We will strive to sustain relationship with organizations that require a notary and document destruction regularly to ensure a steady flow of income.

10. Sales Forecast

We at Authentic Docs assume that by the end of our first year, we must have connected with at least 30 businesses that need notarization and document destruction services. We also expect an enviable growth rate for several years, up to 200 members.

That will be the maximum number of clients that can be accommodated by this Agency. Further expansion of the grounds shall be considered in future. We project that we will be able to generate sufficient capital from operation to meet our initial needs.

However, our projections are based upon present real market conditions and data. Should revenue generated not meet projections, adjustments will be made in ordering and long-term commitments decreased or postponed. Below is our sales forecast at Authentic Docs;

  • First Fiscal Year (FY1): $435,000
  • Second Fiscal Year (FY2): $1,193,990
  • Third Fiscal Year (FY3): $2,310,034
  • Marketing Strategy and Sales Strategy

Note that our Sales (contract and services) at Authentic Docs will be based on the services provided by our agency. We plan to ensure that all the users of our agency must feel they are getting the best possible value for their money. If there is a better value for equal services, we will strive to match or beat that value for customers.

We will also market an annual service contract at a 25 percent discount to small companies and a 17 percent discount to medium-size companies. We will offer a free on-site survey of the company’s facility to determine the company’s exact needs. We plan to build our marketing plan around the following;

  • Focus on service and support.
  • Establish a relationship business.
  • Focus on golf equipment as the key target market.

11. Publicity and Advertising Strategy

We at Authentic Docs explicitly understand the benefits of a good publicity strategy, which is why even though we have no specific marketing plan, we hope to leverage a lot of strategies to boost our business through publicity. We are very ready to become the number one choice when it comes to document verification and notarization and also documents shredding and destruction.

That is why Authentic Docs has made provisions for effective and direct publicity and advertisement of our document notarization and destruction Agency. Outlined below are the platforms we hope to leverage on to promote Authentic Docs;

  • Place adverts on both print (community based newspapers and magazines) and electronic media platforms
  • Sponsor relevant community based events / programs
  • Establish relationships with local law firms throughout the target market.
  • Develop ongoing relationships with the Secretary of State
  • Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our brand
  • Install our Bill Boards in strategic locations all around Denver, Colorado.
  • Distribute our fliers and handbills in target areas in and around Denver, Colorado
  • Passing general information via our agency’s social media handles like twitter, Facebook, Google hangouts etc.

12. Our Pricing Strategy

Generally, notary and document destruction businesses in the United States charge clients a fee for each document notarized or destroyed. Our plan at Authentic Docs is to keep our fees below the average market rate by keeping our overhead low and by collecting payment in advance.

We also hope to give out special discounted rates to all our clients at regular intervals. We also understand that there are some of our prospective clients that would need special assistance, we will offer flat rate for such services.

  • Our Payment Options

We at Authentic Docs plan to establish different payment options that will suit our clients at any given time and place. We have also made plans and partnered with a well known banking platform in the United States of America in other to offer these diverse services. Here are the payment options that we will make available to our clients;

  • Payment by via bank transfer
  • Payment via online bank transfer
  • Payment via check
  • Payment via mobile money
  • Payment with cash

13. Startup Expenditure (Budget)

We understand that the cost of starting our business will depend on the approach and scale of the business. At Authentic Docs, we plan to establish a big scale document notarization and destruction agency that will provide trustworthy services to our clients.

We plan to spend our start-up costs on mostly equipment purchase, office building, stationery, legal costs, advertising and expenses associated with opening our first office. Below is a detailed cost analysis of starting Authentic Docs;

  • Business incorporation fees in the United States of America will cost – $750.
  • The budget for Liability insurance, permits and license will cost – $103,500
  • Acquiring a large building and course that will accommodate our shredding and document destruction machines (Re – Construction of the facility inclusive) will cost – $600,000
  • Equipping our office (computers, printers, shredders, notary stamps, markers, pens and pencils, furniture, telephones, filing cabinets, and electronics) will cost – $3000,000
  • Launching an official Website will cost – $500
  • The budget for the payment of salaries for the first three months of operation: $120,000
  • Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $50,000

From our detailed analysis above, we have come to the conclusion that we will need approximately $1,400,000 to start up Authentic Docs.

Generating Funding/Start-up Capital for Authentic Docs

Authentic Docs will be a Limited Liability Corporation financed partially by direct owner investment and a long-term loan. Mason Stevens will own 60 percent of the company, while the silent partner will own the remaining 40 percent. These are the areas we intend generating our startup capital;

  • Generate part of the startup capital from personal savings and sale of his stocks
  • Generate part of the startup capital from friends and other extended family members
  • Generate a larger chunk of the start-up capital from the bank (loan facility).

We have been able to raise about $800,000 (Personal savings $670,000 and soft loan from family members $130,000) and we are at the finishing stage of getting a loan facility of $600,000 from our bank. We’ve made sure that all the required papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

We at Authentic Docs will issue a certificate of completion for each document notarized and destroyed. We plan to aggressively expand during the first three years of operation by implementing marketing campaigns that will effectively target individuals, businesses, and law firms within Colorado.

We also intend to use a number of marketing strategies that will allow us to provide essential notary and document destruction services not just within Denver, but all over the state of Colorado. These strategies include traditional print advertisements and ads placed on search engines on the Internet. We will also use an internet based strategy.

This is very important as many people seeking local services, such as specialized legal support and notary services, use the Internet to conduct their preliminary searches. We will also maintain a sizable amount of print and traditional advertising methods within local markets to promote the notary and legal support services that we offer.

We’ve also been able to establish a concrete connection and understanding with The National Notary Association. With 55 years of expertise, the National Notary Association is the nation’s leader in providing Notary training and education in accordance with state-specific requirements and best practices.

The NNA offers comprehensive training programs designed to enable Notaries to perform their duties professionally and proficiently. We will leverage their training options which include live seminars, convenient self-paced online training, webinars, self-study courses, and certifications to further our claim as the Best of the best in the industry.

Checklist/Milestone

  • Business Name Availability Check: Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Purchase of Insurance for the Business: Completed
  • Conducting feasibility studies: Completed
  • Leasing, renovating and equipping our facility: Completed
  • Generating part of the startup capital from the founder: Completed
  • Applications for Loan from our Bankers: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Printing of Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of software applications, furniture, office equipment, electronic appliances and facility facelift: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business (Business PR): In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with banks, financial lending institutions, vendors and key players in the industry: In Progress

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How to Start a Mobile Notary Business in 2024

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How to Start a Notary Business

Are you interested in boosting your income by over $30,000 with just a $200 investment? Imagine earning $75 to $200 for every appointment you make. Starting a mobile notary business can make these dreams a reality.

Moreover, becoming a mobile notary is not only profitable but also easy. 

In this comprehensive guide, I’ll cover everything you need to know about becoming a mobile or travel notary, including what a mobile notary business is, the necessary requirements, and how to kickstart your notary business.

The Basics: What Is A Mobile Notary?

How to Become a Mobile Notary

As a mobile notary, you travel to a signer’s location, whether it’s their home or office, to notarize specific documents, such as:

  • Legal documents like Wills or Trusts
  • Home loan documents or car titles
  • Property ownership transfers
  • Declarations of guardianship and adoption papers
  • Name change documents
  • Business paperwork, including employment forms, contracts, and partnerships

The role of a notary public is to verify the signer’s identity, witness the signing of the document, and then sign and stamp it. This may seem simple, but it’s important work, as a notary can be summoned to court if any notarized document is questioned.

How Much Do Notary Publics Make?

Notaries generate income by charging fees for their notarial services, following state-specific laws. Initially, fees may seem limiting, ranging from $0.50 to $15 for a signature. However, with additional training, you can become a notary signing agent , capable of charging over $100 for a single loan signing. Fun Fact: While all notary signing agents are notaries, not all notaries are signing agents. The former specializes in facilitating mortgage document signings and typically commands higher fees due to their deeper knowledge of the mortgage process.

Requirements for Becoming a Mobile Notary

While specific requirements vary between states, some common criteria include:

  • Being at least 18 years old
  • Residing in the state where you’re applying
  • Proficiency in reading and writing English
  • No felony convictions or prior notary commission revocations

To determine the exact requirements for your state, a quick online search will provide the necessary details. For example, you can Google “how to become a mobile notary in Texas” and pull up a wealth of information.

How to Become a Mobile Notary in Texas

Starting a Mobile Notary Business: A Quick Checklist

Checklist for Starting a Mobile Notary Business

Here’s an at-a-glance checklist outlining how to become a mobile or travel notary:

1. Ensure you meet your state’s requirements.

2. Complete a state-approved training course .

3. Submit your state’s notary application.

4. Pass the state-administered exam.

5. Undergo a background check.

6. Await your commission certificate in the mail.

7. Purchase a surety bond.

8. File your bond and oath of office with your local county clerk.

9. Procure your notary journal and stamp from an authorized vendor.

10. Consider obtaining Errors and Omissions (E&O) insurance (recommended but optional).

The process is relatively straightforward. Download and complete the application from the Secretary of State website, have it notarized, and submit it along with the required surety bond and application fee. After a background check, you’ll receive your notary commission, allowing you to purchase essential supplies like the notary seal and journal.

In some states, additional steps may include completing a training course, passing an exam, undergoing a background check, and fingerprinting before obtaining your commission.

Booking Website for Mobile Notaries

Free notary site demo.

Ready to start your mobile notary business with an all-in-one booking website? Start your new career on the right foot, and make it easy for clients to book a time with you.

free sample mobile notary business plan

7 Steps to Starting a Mobile Notary Business

Why Your Business Should Use a Mobile Notary | C2C Signings, Inc.- Global  Signing Services

Now, let’s dive into the exciting part – starting your mobile notary business in seven manageable steps.

Note: The first step is to actually be a notary. So make sure you have your commission certificate from your state before you think about launching a business.

Step 1: Craft a Business Plan

A business plan is the foundation of your mobile notary business’s success. It outlines your objectives, uncovers unknowns, and provides a clear path to achieving your goals. Key considerations include:

#1 Startup and ongoing costs, including training, licensure fees, bonds, and operational expenses.

The cost of training and licensure can vary from $90 to $225, depending on your state of residence and its specific requirements. On the other hand, bonds average $125 and typically last for a duration of four years.

I recommend incorporating expenses such as website development and maintenance, fuel, marketing materials, insurance, payroll, taxes, and other similar costs into your initial budget.

#2 Identifying your target audience or market niche.

There are different types of documents that require a notary. Sometimes specializing or advertising a specific service helps position yourself as the perfect notary for their needs.

#3 Setting pricing strategies for your services.

How much you charge depends on the type of document you’re signing and who your client is. Typically, you can charge $5-$10—or if you’re a loan signing agent , $75-$200 per appointment.

#4 Selecting a suitable business name and checking its availability.

If you’re contemplating how to start a mobile notary business, you likely have a name in mind. This is a positive step because choosing the perfect name for your mobile notary venture is an essential yet challenging task.

It’s important to dedicate whatever time necessary to developing a suitable name for your business . If you’re operating a sole proprietorship, opt for a business name (or DBA) rather than using your personal name.

Before finalizing your notary business name, conduct checks in the following areas:

  • Your state’s business records
  • Social media platforms
  • Federal and state trademark records
  • Availability of a corresponding web domain

Step 2: Establish a Legal Entity and Register for Taxes

Not many ‘How to Become a Mobile Notary’ guides delve deep into the importance of forming a legal entity when it’s the very thing that will protect you from being personally liable if your notary business gets sued. Protect your personal assets by forming a legal entity for your business, such as a sole proprietorship, partnership, LLC, or corporation. 

Additionally, register for state and federal taxes and obtain an Employer Identification Number (EIN) to ensure compliance.

Step 3: Open Business Bank Accounts and Credit Cards

Separate your business and personal finances by opening dedicated bank accounts and obtaining a business credit card. This not only protects your assets but also gives you access to better interest rates and higher lines of credit, and simplifies tax filing.

Step 4: Implement a Robust Accounting System

As a business owner, you need to maintain meticulous financial records, tracking expenses and income. A well-organized accounting system ensures a clear understanding of your business’s performance and simplifies annual tax filing.

Step 5: Secure the Necessary Permits and Licenses

To avoid hefty fines and potential business closure, it’s critical to obtain the required permits and licenses for your state and locality. Check local and state regulations to ensure compliance and secure a Certificate of Occupancy if you operate from an office. Alternatively, you may visit the Directory of Local Business Resources on the SBA (U.S. Small Business Administration) website.

Step 6: Develop an Online Presence with a Business Website

Create a user-friendly website for your mobile notary business. Potential prospects are more likely to search the internet for a mobile or travel notary, which is why having a website is crucial. Your website should include the following:

#1 A compelling landing page highlighting your certifications.

Your landing page should be unique and well-designed to appeal to potential clients. Make sure to list all of your certifications for credibility brownie points!

Include you notary certifications

Plus, there are many customizable landing page templates online, so getting inspiration wouldn’t be a problem.

#2 Easy navigation with contact and about pages.

Your mobile notary business website needs to deliver an enhanced user experience. The best way to ensure this is by making your website navigable.

Adding a ‘Contact Me’ page makes it easier for potential customers to find and get in touch with you if they want to hire you. Similarly, you should include an ‘About Me’ page to explain who you are, what is a mobile notary, what services you offer, how the mobile notary process works, and how people can hire you.

You can also boost your website’s capabilities, save time, and reach more potential clients with some amazing plugins . If you have a WordPress site, check out some of these tools to make your life easier:

free sample mobile notary business plan

  • Simply Schedule Appointments. This plugin lets you create booking forms to set up appointments with potential clients and accept payments through PayPal and Stripe integration. It can be great for delivering a professional and simple appointment scheduling experience to your prospects.

free sample mobile notary business plan

  • Email Subscribers & Newsletters. This plugin is a full-fledged solution that provides you with everything you need to create and manage an email list and send newsletters. This way, you can create long-lasting relationships with your current and potential clients.

free sample mobile notary business plan

  • All in One SEO (AIOSEO). This plugin is a comprehensive SEO toolkit that lets you select the best SEO settings for your business to rank higher in the SERPs. It’s a great way to improve your organic traffic without learning complicated SEO jargon.

Step 7: Develop an Effective Marketing Plan

Create a marketing plan to attract clients and build your reputation. The first step in doing this is to craft a compelling personal and company profile, showcasing your experience and qualifications. Present your past and present achievements in the mobile notary business in a way that makes the visitor go, “The is the person I want for the job!” The travel notary business is highly competitive, so you will need a profile that stands out.

Starting a mobile or travel notary business requires dedication and careful planning, but with the right steps, you can achieve financial success and professional fulfillment in this lucrative field.

Below, I’ve compiled a list of a few strategies to market your mobile notary business effectively:

  • Distribute letters of introduction about your business and a brochure to companies, entrepreneurs, and start-ups. Anyone that’s a part of your target audience
  • Print advertisements in newspapers, TV, and radio stations within your community
  • Leverage social media and the internet in general to promote your business
  • Get your business listed in local directories
  • Engage in roadshows in targeted neighborhoods
  • Determine effective direct sales and marketing strategies to generate more awareness about your business. You can also consider hiring marketing executives and business development experts to help you formulate direct marketing plans for your business
  • Use word-of-mouth publicity and referrals by contacting your previous customers for leads

The Bottom Line

A mobile notary business can be a great side gig—provided you do it right. I hope this guide helped to clarify the details for launching a successful mobile notary business.

Are you in the process of starting a mobile notary business? Let Simply Schedule Appointments help you get organized and start booking appointments today! For more information , visit our website .

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IMAGES

  1. FREE 9+ Sample Notary Statements in PDF

    free sample mobile notary business plan

  2. Create a Winning Mobile Notary Business Plan: Expert Example Guide

    free sample mobile notary business plan

  3. mobile notary Doc Template

    free sample mobile notary business plan

  4. Craft a Winning Notary Business Plan in 9 Easy Steps!

    free sample mobile notary business plan

  5. Mobile Notary Business Plan and Financial Model

    free sample mobile notary business plan

  6. Mobile Notary Flyer Template

    free sample mobile notary business plan

VIDEO

  1. Mobile notaries get PAID for estate plan signings #notary

  2. How to Start a Notary Business

  3. How to Start a Microfinance Business

  4. How to Start a Business in 2024

  5. Business Plan / Entrepreneurship Development

  6. How to Start a Nursery Business

COMMENTS

  1. Notary Public Business Plan Template [Updated 2024]

    Traditionally, a marketing plan includes the four P's: Product, Price, Place, and Promotion. For a notary public business plan, your marketing strategy should include the following: Product: In the product section, you should reiterate the type of notary public company that you documented in your company overview.

  2. Mobile Notary Business Plan Example

    No sample business plan mobile notary can be complete without talking about the management structure that will be used to effectively run the business. Here, the business will be headed by the owner and CEO Paul Walker. ... Other Current Liabilities (interest-free) $0: TOTAL LIABILITIES: $77,000 : Capital : Planned Investment: $1,633,100 ...

  3. A Guide to Creating a Mobile Notary Business Plan

    This section is typically written after the entire business plan is completed, as it summarizes the main highlights. Business Name and Location: Start by mentioning the name of your mobile notary business and the area where you plan to operate. This helps establish your presence and target market. Mission Statement: Clearly state the mission of ...

  4. New to the Notary Business? A Simple Plan to Start You Off

    Supplies and cost of extra services - Printing a page or two and a label - $.50 and an envelope $1.00. Total out of pocket costs are $7.00 ($5.00 auto, supplies and costs - $2.00) If my goal is to make $25.00 an hour, I need to quote $32.00 for this job. I can charge $6.00 for the notarial act.

  5. Notary Public Business Plan Template (2024)

    Registered One-Day Notary Public Service, LLC to transact business in the state of South Dakota. Has a contract in place to lease a 10,000 square foot office in a midtown office building in Pierre. Reached out to numerous contacts to include One-Day Notary Service as their primary notary public service.

  6. 10 Steps for Profitable Mobile Notary Business

    8. Form Legal Entity & Register For Taxes. One of the crucial steps to launching your mobile notary business is to form a legal entity and register for taxes. This is important for protecting your personal assets, setting up your business structure, and ensuring compliance with relevant regulations.

  7. Creating a successful mobile Notary business

    2: Find a coach or mentor. Depending on your circumstances, you may need a Notary-specific mentor, a small business expert, a life coach, etc. A good place to start is to join a Notary community like Notary Business Builder or Notary Stars. You can find a Notary mentor by asking on social media, such as the NNA's LinkedIn discussion groups.

  8. Notary Business Plan Template (2024)

    Writing a notary business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan: 1. Executive Summary. An executive summary is the first section of the business plan intended to provide an overview of the whole business plan. Generally, it is written after the entire business ...

  9. Craft a Winning Mobile Notary Business Plan in 9 Steps!

    You're not alone. The mobile notary business is rapidly growing, with a projected growth rate of 5.9% from 2021 to 2027. Here is a step-by-step guide on how to write a business plan for your mobile notary business. The first step in creating a successful mobile notary business is to conduct comprehensive market research.

  10. Five tips for putting together a Notary business plan

    3. Organize a startup and operating budget. You'll need to put together a budget of startup and operating costs for your business, including commission and Notary tools, office supplies and equipment, and startup and business filing costs. Howell strongly recommended that new business owners obtain errors and omissions insurance to cover them ...

  11. How to Start a Mobile Notary Business: A Step-by-Step Guide

    Here is the step by step guide that will help you start a successful mobile notary business: 1. Researching Your Local Legal Requirements. Before you dive into the mobile notary business, it's crucial to understand the legal requirements in your state or jurisdiction.

  12. How to Start a Mobile Notary Business

    Making a Plan for Your Mobile Notary Business. The first step in starting your own mobile notary business is creating a business plan. You will need to think about: The type of notary services you want to provide. How you will go about finding clients. What you will charge and what your startup costs will be.

  13. How To Start A Mobile Notary Business • Srive Blog

    Starting a mobile notary business requires acquiring the appropriate notary certification, setting up a mobile office with necessary tools and technologies, marketing your services effectively, and navigating local and state laws to ensure compliance. Last Update: November 23, 2023

  14. The #1 Notary Business Plan Template & Guidebook

    How to Write a Notary Business Plan in 7 Steps: 1. Describe the Purpose of Your Notary Business. The first step to writing your business plan is to describe the purpose of your notary business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind ...

  15. Mobile Notary Business Plan

    The financial plan for the mobile notary startup involves careful consideration of costs, sales, and profitability to ensure the success of the business. Key highlights of the financial plan are: Projected startup costs are $50,000, which will cover equipment, marketing, legal fees, and initial operating expenses.

  16. How to Write Notary Business Plan? Guide & Template

    Crafting a comprehensive notary business plan involves several key steps: Executive Summary: Concisely summarize the key elements of your business plan, including your business concept, target ...

  17. How to Create a Mobile Notary Business Plan

    Creating a mobile notary business plan is important in starting your own business. A mobile notary business offers convenience to customers who need notarization services but need help to reach a physical location. As a mobile notary, you can travel to your clients and provide notary services at their location, making it more convenient for ...

  18. Mobile Notary Public Quickstart Guide 2 Write a Business Plan

    http://notarycrm.com/blog/mobile-notary-public-tips/ mobile notary public quickstart guide series video 2 covers how to write a business plan for your mobile...

  19. 7 Steps to Creating a Profitable Mobile Notary Business

    Obtain the required licenses and permits. 3. Invest in the right notary supplies. 4. Create a professional website and brand. 5. Develop a solid business plan. Navigating State Laws to Set Your Notary and Service Fees. Thriving as a Notary Signing Agent.

  20. Notary Public Business Plan [Sample Template]

    A Sample Notary Public Business Plan Template. 1. Industry Overview. Businesses in legal services industry provide the services of lawyers and other legal practitioners to individuals, businesses, government agencies, and non-profits. The US legal services industry includes about 180,000 establishments (single-location firms and units of multi ...

  21. Building a Notary Business: It pays to have a plan

    Building a Notary Business: It pays to have a plan. By Marcy Tiberio on February 24, 2016. Updated 7-25-22. It doesn't matter if you are a full-time or part-time Notary, if you're just starting out or have been around the block a few times, it pays to have a plan. I, personally, am directionally challenged so I rely on GPS.

  22. How to Start a Mobile Notary Business in 2024

    Step 1: Craft a Business Plan. A business plan is the foundation of your mobile notary business's success. It outlines your objectives, uncovers unknowns, and provides a clear path to achieving your goals. Key considerations include: #1 Startup and ongoing costs, including training, licensure fees, bonds, and operational expenses.

  23. PDF MARKETING PLANS MADE EASY

    SCENARIO GENERAL NOTARY WORK. 10,000 Residents are eligible for sales tax refunds. Average refund is $250 - $700. Residents must submit a notarized claim form. Filing period June 1, 2019 - October 31, 2019. The claim form can be downloaded from the state treasurer's website. Your Assignment: Develop a marketing plan.