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PRESENTED BY: Phyllis E. Traylor, MA US Army Retired Texas ...Step 9 – Work On Marketing Plan •...
Transcript of PRESENTED BY: Phyllis E. Traylor, MA US Army Retired Texas ...Step 9 – Work On Marketing Plan •...
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Texas Notary Public
Starting Your Mobile Notary Business
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
PRESENTED BY:
Phyllis E. Traylor, MA• US Army Retired • Texas Notary Public
Instructor • Notary2Pro Certified
Instructor • Certified Apostille Agent • Certified Signing Agent • Certified Process Server • 2018 NNA Notary of the
Year Special Honoree • Contributing writer for AA• Owner of My San Antonio
Mobile Notary and other Subsidiaries.
N
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Business Startup Phases •
Four Phases of Starting a Mobile Notary Public Business
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Starting a Mobile Notary Business
• Four Phases: • The Beginning Phase
• The Planning Phase
• The Preparation Phase
• The Networking & Implementation Phase
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•The Beginning Phase
• Six Steps: • Step 1 – Research competition
• Step 2 – Get the proper training
• Step 3 – Apply for your credentials
• Step 4 – Find a mentor
• Step 5 – Choose a business name
• Step 6 – Additional administrative steps
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 1 – Research Competition
• Research current mobile notaries in your area: • Learn who your competition is.
• How a re you going to do this?
• Research competition thoroughly
• Services
• Hours of Operation
• What other things should you check?
• What else do you want to know?
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 2 – Training
• Get Training: • Learn Texas Notary Public responsibilities.
• Learn Texas Notary Public Laws
• Become Familiar with the Texas SOS website
• Build your Texas Notary Public personal library
• You should become an expert in the field.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 2 – Training
• Why Get Training?:
• A Notary Public is personally liable for negligence or fraud in the
performance of the duties of the office.
• In addition to civil liability , Notaries Public may be subject to criminal
prosecution and the revocation or suspension of their notary public commission by the Secretary of State' s office.
• It’s frustrating seeking assistance from someone who doesn’t know
what he or she is doing.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 3 – Apply for Notary Commission
• Notary Commission: • In Texas, Notaries are commissioned not licensed.
• Purchase Bond
• Purchase Notary Supplies
• Purchase E&O Insurance
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 4 – Get A Mentor
• Mentor: • Find a successful mobile notary who is willing to mentor you.
• Or look into SBA’s SCORE Program for a mentor
• https://www.score.org/
• Traits to look for in a mentor.
• Commit to the mentorship relationship
• You will get out of it, what you put in it.
• The more work you put into the mentorship relationship the more rewarding the experience will be.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 5 – Choose A Business Name
• Business Name: • DBA or Assumed Name
• https://www.sos.state.tx.us/corp/namefilingsfaqs.shtml#assumedname
• Financial i nstitution requirements.
• Do some research on your name
• Ask for feedback on your business name.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 6 – Additional Steps in Phase One
• Additional: • Purchase a domain name for a website
• Purchase a business email with same domain name
• Dedicated business phone.
• Employer Identification Number (EIN)
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•The Planning Phase
• Five Steps:
• Step 7 – Work on Business Plan
• Step 8 – Determine Coverage Area
• Step 9 – Work on Marketing Plan
• Step 10 – Marketing Tools
• Step 11 – Social Media
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 7 – Work On Business Plan
• Business Plan: • Work with local Small Business Administration (SBA)
• SBA has many tools to help with your business plan
• Free online and live training.
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• Know that this is a fluid plan.
https://www.sba.gov/business-guide/plan-your-business/write-your-business-plan
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 8 – Coverage Area
• Determine Coverage Area: • Create a list of counties in your coverage area
• Create a list of cities in your coverage area
• Create a list of zip codes in your coverage area.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 9 – Work On Marketing Plan
• Marketing Plan: • Work with local Small Business Administration (SBA)
• SBA has many tools to help with your marketing plan
• Free online and live training
•
• Identify your ideal customer
• Determine why a customer would come to you.
• Know that this is a fluid plan.
https://www.sba.gov/business-guide/plan-your-business/write-your-business-plan
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 10 – Marketing Tools
• Marketing Tools: • Business Cards
• Resume
• Mobile Notary Profile/Bio
• Website
• Facebook Business Pages
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 11 – Social Media
• Social Media: • Notary Directories
• Facebook Groups
• Alignable
• Google Plus
• Yelp
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•The Preparation Phase
• Five Steps:
• Step 12 – Open a Business Bank Account
• Step 13 – Determine Pricing
• Step 14 – Resources Part 1
• Step 15 – Resources Part 2
• Step 16 – Additional Tools & Supplies
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 12 – Open a Business Bank
Account
• Bank Account:
• Will need DBA paperwork to open account.
• Helps keep business funds and personal funds separate.
• Prevents co-mingling of funds.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•Step 13 – Determine Pricing
• Pricing: • Make sure your prices cover your expenses and you make a profit.
• Remember to research competition to see how they are pricing services.
• Work with a mentor and/or tax professional on this.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Step 14 – Resources Part 1
• Available Resources:
• Small Business Administration (SBA) & Notary Public Training
• Offers training both online and live.
• SCORE - Offers mentoring services
• Local Government
• Office of the Texas Governor
• https://gov.texas.gov/business
• https://gov.texas.gov/uploads/files/business/2019_Governors_Small_Busi
ness_Online_Handbook_.pdf
• Texas Secretary of State Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Step 15 – Resources Part 2
• Available Resources:
• EC P urchasing • Free discount services: https://ecpurchasing.com/
• Join industry specific professional or ganizations
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Step 16 – Additional Tools & Supplies
• Additional Notary Tools & Supplies:
• Notary Assist or Notary Gadget
• Printer
• Page Separator
• Notary Services Receipt Book
• Smartphone Apps
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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•The Network & Implementation Phase
• Four Steps: • Step 17 – Local Networking
• Step 18 – Start Implementing business plan
• Step 19 – Start Implementing marketing plan
• Step 20 – Add additional services
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Step 17 – Local Networking
• Networking:
• Look at joining local n etworking groups
• Decide who you want to market your services to locally
• Look for vendor setup opportunities
• Participate in community services.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Step 18 – Business Plan
• Start implementing your business plan:
• Implement and fine tune.
• Remember, it’s a fluid plan.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Step 19 – Marketing Plan
• Start implementing your marketing plan:
• Implement and fine tune.
• Remember, it’s a fluid plan.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Step 20 – Adding Additional Services
• Example: Loan Signing Services
• Additional Training.
• Certifications
• Background screening
• Additional su pplies and equipment
• Additional m arketing and advertisement
• Additional co sts
• Additional so ftware.
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary
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• Starting a Mobile Notary Business
• Questions?
Phyllis E. Traylor, Owner, My San Antonio Mobile Notary