Most notaries spend a lot of time thinking about where to find their next client.
We invest in business cards, networking events, social media, Google Business Profiles, and websites – all important pieces of a successful business. But there’s one question that’s easy to overlook:
What do you leave people with after they’ve met you?
A business card has its place, but let’s be honest. Most people tuck it into a drawer, a wallet, or a stack of papers and forget about it until they need a notary months or even years later. Imagine instead that you handed them something they would actually keep.
Shift from “Here’s My Card” to “Here’s Something Useful”
People remember businesses that make things easier for them. Whether you’re meeting with a client, attending a networking event, speaking at a community workshop, or connecting with referral partners, offering something helpful helps you stand out in a real way. Instead of simply saying, “Call me if you need a notary,” you’re giving them something that answers a question or solves a small problem right away. That small change turns a quick introduction into something more meaningful.
Simple Tools People Actually Use
The most effective resources are the ones people can understand quickly and use without effort. Some ideas include:
- Estate planning checklists
- Emergency preparedness guides
- Hospital notarization information
- New parent document checklists
- Small business document organizers
- Identity theft prevention tips
- Moving checklists
- Senior resource guides
A resource like this can show up in a lot of different places:
- As a download on your website
- As a freebie for email signups
- At networking events
- During community talks or workshops
- Inside client welcome packets
- As a follow-up after an appointment
- Through referral partners like attorneys or financial advisors
The point is not to overthink the design. The goal is to be helpful and memorable.
One Resource, Many Uses
A single well-made resource can do a lot of work for your business. Take an estate planning workbook, for example. It can be used as:
- A downloadable PDF on your website
- A free resource to grow your email list
- A handout for workshops or presentations
- A takeaway at networking events
- A tool shared with referral partners
- A follow-up piece after client appointments
- Content you can reference in emails and social posts
When you stop thinking of it as a one-time handout, it becomes part of your marketing system.
Why I Created the Estate Planning Starter Workbook
I wanted to create something that notaries and other professionals could actually use without starting from scratch.
The Estate Planning Starter Workbook is a fully editable Canva template that you can brand with your logo, colors, and contact information. Instead of building something from a blank page, you start with a professional layout that is ready to customize.
You can use it as a lead magnet, a workshop handout, a networking giveaway, or a client resource. However you choose to use it, it helps position your business as a helpful, reliable source of information, not just a name on a business card.
People may not remember every conversation they have at a networking event, but they often remember the person who gave them something useful.
If you’re looking for a simple way to build trust, stay visible, and strengthen relationships, creating a client resource is one of the most practical steps you can take.
Good marketing does not always mean saying more.
Sometimes it just means being more helpful.
