CloseWise is a full fledged notary software for scheduling and managing the clients. However, in order to fully benefit from CloseWise, you must employ the appropriate tactics to increase your web visibility and draw in more customers.
With the aid of our specifically created course, you can produce visually appealing flyers, set up a Google My Business (GMB) account, and use Yelp to boost your company’s visibility. This training equips notaries with the skills and information they need to differentiate themselves in a crowded market, regardless of their level of experience or desire to expand their clientele.
Unlock Your Full Potential with the Notary Business Growth Course
The Notary Business Growth Course is designed to help public notaries in the US thrive in today’s competitive market. The course sets the foundation by guiding you through the essential steps to establish a strong digital presence and streamline your business operations.By the end of this blog, you’ll be equipped with the knowledge to create a professional image of your business and operate with greater efficiency—paving the way for more signing opportunities and higher earnings. Let’s get started with the course contents:
Lesson 1: 2 Day Challenge ( For Free Users)
Lesson 1 is divided into 4 modules, and spread over two days and is designed to help notaries—especially those starting with a free-tier CloseWise account. It is laying the foundation for public notaries. They can understand the fundamental features of the platform and how to use them to maximize their business.
Day 1: Setting Up for Success
It focuses on helping notaries create a strong and optimized profile to establish credibility and attract more signing opportunities. The topics covered include:
- Introduction to CloseWise – Understanding the notary software platform, its purpose, and how it helps notaries manage their business more effectively.
- Methodology for Creating a Strong Account – Best practices to build a professional and compelling notary profile.
- Optimizing Your Account Profile:
- Setting Up Your Profile – Ensuring all essential details are complete and professional.
- Adding Credentials for Verification – Uploading necessary documents to establish trust with clients.
- Managing Availability – Setting your schedule to ensure you never miss a signing opportunity.
- Adding Bank Information – Streamlining payments for faster and more secure transactions.
Additionally, Day 1 includes technical guidance, such as:
- Installing the iPhone and Android Web App to manage orders efficiently on mobile devices.
- Importing a Client List to organize and streamline business relationships.
- Using Tags to Organize Clients, making it easier to segment and manage different types of notary clients.
- Bonus Tips on leveraging CloseWise features to stand out from competitors.
Day 2: Mastering Client Intake and Order Management
After setting up a solid foundation on Day 1, Day 2 focuses on managing client interactions and handling signing orders efficiently. The topics include:
- Installing the iPhone and Android Web App to manage orders efficiently on mobile devices.
- Importing a Client List to organize and streamline business relationships.
- Using Tags to Organize Clients, making it easier to segment and manage different types of notary clients.
- Bonus Tips on leveraging CloseWise features to stand out from competitors.
Once, you’ve learnt the basics of creating and managing orders on the CloseWise App. It’s time to increase your notarization service visibility across the search results.
How Can Your Business Get Visible Online?
Getting featured on the SERPs increases visibility for any business, including notaries. There are four major ways you can do this. Here are these
- PPC ads: These are the sponsored links that stay on the top of search results. These are great for capturing leads but that’s a costly affair. Hence, it isn’t viable for a small scale business.
- GMB Features: This feature displays a map with the top 3 businesses or places related to a user’s search query and search location.
- Listed in Directories Like Yelp: Getting your business listing in a local directory like Yelp helps your business to get featured on the first page of search results.
- Organic Results: A well SEO optimized notary website will appear in search results, redirecting directly to your landing page.
Lesson 2: 2-Day Challenge (For Pro Users)
This course aims to educate the CloseWise Pro users to utilize the booking tool, add or create websites, edit content and how you can create a co-operative network of notaries.
The first thing is setting up the booking tool. To set it up, you need to access your booking URL in the My Schedule section of your profile. If you offer online services, ensure the option is checked; otherwise, disable it. Now create customizable categories (e.g., Fingerprinting Services) with descriptions, add products under each,and set your prices. Once configured, services will appear on your booking page, allowing clients to book directly. If you’re using a CloseWise website, the booking tool will automatically appear on the homepage.
The next lesson teaches you how to add your website to your CloseWise profile. You can either add your own domain, or buy a domain through CloseWise. If you intend on getting a business email, you should look for purchasing it through other hosting providers. You can also buy a domain through us. Just click on buy a new domain, and then look for the domain of your choice, check price and click purchase. Once done, wait for verification—and done. It’s time to edit your website. Use the page builder option to add your logo, banner, add and edit content, FAQs and more.
The course also suggests about the option to create a co-operative network and share jobs in case of unavailability. Even if you’re on vacation, you can still cover bookings through your sites. When you receive an order, you can accept, decline and get an option to pass that job to another person. All you need to do is generate leads, share it with other notaries, while receiving your cut.
Lesson 3: Utilizing Google My Business For Visibility
1: Setting Up Google My Business for Free Users
How to List Your Notary Business on GMB?
This lesson provides step-by-step guidance on:
- Creating and claiming your Google My Business listing
- Filling out business details and selecting the right category
- Managing privacy settings—especially for mobile notaries who travel to clients. If you operate from home, you can clear your address in the business listing settings and click apply to keep your address private.
- Updating essential business information such as:
- Photos
- Working Hours
- Performance Metrics
- Customer Reviews
By the end of this lesson, you will have a fully optimized Google My Business profile, helping you to stand out in search results.
2: How To Get Interactions ?
The instructor emphasizes the importance of optimization of the GMB profile and how notaries can use this to get featured in the Google SERPs. It also stresses the importance of reviews and interaction for your GMB profile— to get more businesses.
The author has stated the importance of 3 Packs listing in the Google Maps Business.
By optimizing your listing to appear in the coveted 3-Pack, you increase visibility based on factors like the number of reviews, proximity to search locations , and strategic keyword placement in your business title. Including specific town-name keywords in your business description and posts further improves local search rankings
Creating posts and promotions—such as event updates or new marketing efforts—keeps your profile active and engaging.
Also, the course emphasizes the importance of managing reviews effectively—both positive and negative—by crafting thoughtful responses that highlight the positives and demonstrate professionalism. Using the Google Review Link, you can easily request feedback from clients, boosting your credibility. Integrating your GMB profile into your CloseWise account and linking it with your business card ensures that prospects can quickly find and verify your notary services.
Regularly auditing your GMB performance by checking activity levels, reviews, and engagement metrics helps identify areas for improvement. Encouraging more reviews and maintaining an active presence will keep your listing competitive in the search results and ensure long-term business growth.
Additionally, the course also helps you to set up GMB ad campaigns to gain more leads and remain on top in the search results.
Lesson 4. Singing Up For The Local Directories Like Yelp
Signing up for local directories like Yelp is a powerful way for notaries to expand their reach and increase their online visibility. Here, we will emphasize how listing your notary services on Yelp helps increase visibility in local searches.
To maximize visibility on Yelp, ensure your business information is accurate and complete. This includes your business name, CloseWise website, keywords, physical address (in case of store notary), map location, and the right business category. Adding featured photos, service area( in case of mobile notaries), service hours, and special hours helps customers find and trust your business. Since Yelp shows results based on search radius, having the correct location details makes you easily discoverable to potential customers in different parts of the city. Let’s dive into how you can leverage Yelp to grow your notary business.
To rank higher on Yelp, encourage satisfied customers to leave genuine reviews through in-person requests, emails, or receipts. Respond to all reviews professionally—thank happy customers and address negative feedback constructively. Maintain a steady flow of fresh reviews, as Yelp favors recent activity. Deliver exceptional service consistently to naturally earn positive feedback, and avoid fake or incentivized reviews, as Yelp filters them out. By engaging with customers and gaining authentic reviews, you can boost your ranking and visibility on Yelp.
Lesson 5: Turn X (Twitter) into a Client Source
As a notary, you can leverage social media platforms like X to establish yourself as a trusted business, gain followers and turn them into a client source. Our comprehensive course— ‘Marketing on X’ will help you to learn the strategy that will help you build your brand from scratch.
To build a strong notary brand on X, start by optimizing your profile with a professional headshot, a clear bio highlighting your location and specialties, and a link to your CloseWise website. You should also put an attractive banner that describes your services uniformly through all your social media channels.
The second step involves gaining followers— the real ones. It’s a consecutive process and hence you need consistency and patience. At first you need to post consistently, a few times per week, during optimal times for your audience. The post frequency should be maintained uniformly throughout. By promoting your account on other platforms, and providing valuable information; you can expect user engagement and followers. You can also gain followers by engaging with other professionals— from your niche or another niche. Retweeting their good content may get you a chance to show yourself in front of their followers.
Sharing valuable content like notary tips, process explanations, and behind-the-scenes glimpses can attract the audience. Similarly, using relevant hashtags and your custom business hashtags can start a conversation. However, you need to stop overdoing hashtags because X, now considers hashtags not that much relevant as X’s systems are now smart enough to surface relevant content without needing users to slap a dozen hashtags onto their posts.
Lesson 6: YouTube Marketing For Local Businesses
YouTube is a global platform serving a large audience across the globe. However, a person who is watching your video from another location can’t come to your physical store. But, you can establish yourself as a trusted expert in your niche.
Public notaries can significantly boost their visibility and marketing through YouTube. For example, they can create high-quality videos explaining common notarization procedures, outlining required documentation, or addressing frequently asked questions.
Apart from the above, they can showcase their professional demeanor and clarify the areas they service. By optimizing video titles, descriptions, and tags with relevant keywords, notaries can improve their search engine rankings, making it easier for potential clients to find them. Specifically, this approach can attract clients seeking Remote Online Notarization (RON) services, leading to increased sign-ups.
Lesson 7. Using Fliers To Promote Your Business
Fliers offer notaries a direct way to reach potential clients within their local community. Unlike digital marketing, fliers physically place your services in the hands of people who may need them immediately. This physically targeted approach allows you to directly address the needs of your local audience. This course suggests the efficient promotional strategy through fliers.
A well-designed flyer grabs attention and ensures your message sticks. To make it effective, start with a bold headline, clearly state your service offering, and highlight any current promotions to create urgency. The key is to keep it simple—three bullet points showcasing the benefits, a high-quality image, and essential contact details like your address and phone number. A flier should be visually appealing but not overloaded with text. Use bold colors, readable fonts, and professional images to make a strong impression.
Targeting the right audience is just as important as the design. Misplaced flyers are costly, so distribute them where they’ll have the most impact. Here are the places where you should place fliers:
- If there is an event happening in your locality, put them on the windshield of the parked cars.
- Look for bulletin boards in nearby coffee shops, cafes and paste them on the designated flier areas.
- Place in the mailboxes of the local community where you can look for leads.
- Put the fliers in the window dispensers near offices, cafes, malls and gas stations so that people can take it along if interested.
- Distribute the fliers in streets to make people act on that.
- Place it inside the newspaper and magazines to draw attention.
Conclusion
By taking the CloseWise Notary Business Course, you’ll gain valuable insights into using CloseWise more effectively, boosting your online visibility, and leveraging fliers for maximum impact. These strategies will help you attract more clients, streamline your workflow, and grow your notary business.