How to Launch a Signing Service: A Case Study of Two NSAs Who Did It. Workshop Format. SMP Single Motivating Purpose 5/1/2015

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1 How to Launch a Signing Service: A Case Study of Two NSAs Who Did It Dean Calvert & Steve Allison Co-Owners, The Closers, Inc. & Co-Founders, CloserHUB Workshop Format 1. Workshop Presentation 3. Q&A Session 2. Speaker Introduction 4. Workshop Evaluation SMP Single Motivating Purpose Decide if you want to/should become a signing service How do I know if I m ready to become a signing service? I get up in the morning to {what} in order to {why} I do these actions to provide these valuable results for others 1

2 USP Unique Selling Proposition Decide if you want to/should become a signing service How do I know if I m ready to become a signing service? What problem are you going to solve? How are you going to solve it different and better than others? What is YOUR story? Why should they care? Identify Your Client Base Who is REALLY going to send you closings? Educate yourself Books Articles NNA Resources Podcasts Newsletters Training Programs Mentors Mastermind Groups 2

3 Develop Proper Business Owner Mindset #1 mistake of new business owners Networking Network with successful business owners in and out of the industry. What do they love/hate? Biggest reward? Biggest pain? Identify Your Qualifications What makes you unique? Focus on these things Eliminate Delegate Automate everything else 3

4 Pros vs. Cons Count the Cost Can you deal with all the cons? Vision/Mission Statement Why does your company exist? What are your company s core values? Chart the course clearly so anyone can understand where you are headed and how you are going to get there. 4

5 Choose your company name Register name with your state Register with IRS Get an Employee Identification Number (EIN) Choose Legal and Tax Professionals Ask around Friends Other business owners Interview them Choose Entity Type LLC? S-Corp? C-Corp? Consult Your Legal and Tax Professionals 5

6 Open a Business Checking Account order checks Keep all business funds separate from personal funds Pay yourself a salary/dividends Consult Your Tax professional Decide if you need a website what do you want it to do? Choose your domain name Register domain name Build website Educate yourself MORE Books newsletters Articles Training programs NNA resources Mentors Podcasts Mastermind groups 6

7 Develop contracts Determine your pricing Determine your payment terms Taking closing orders Client info Notary info Invoicing Bookkeeping Taxes Collecting Develop Systems Customer service Managing multiple closing orders throughout the day Managing EACH closing order throughout the closing process Marketing and sales Communication with clients and notaries Build your Notary team Market to prospective Notaries Call prospective Notaries Interview them Create their profiles 7

8 Equip Your Office Office Space Printer(s) Coffee Computer(s) Copier(s) Phones Pens Coffee Folders Envelopes Toner Files Coffee File Cabinets Paper Furniture Décor Coffee Signage Business Cards Other Marketing Supplies Did I mention Coffee?? Manage/Tweak/Develop Systems What can you do better? How can you be more efficient? More streamlined? Communication is KEY Over-communicate with clients, staff, Notaries, and prospects Don t Assume Assumption is the enemy of SUCCESS 8

9 Marketing Stand OUT from the crowd Sales Converting prospects to clients In Person Via Via Phone Referrals Sales is not a 4-letter word Bookkeeping/Accounting/Taxes Keep up with: Accounts Payable Accounts Receivable Taxes 9

10 Maintaining Client Relationships Problems are your friend Customer Service THE #1 way to beat your competition Re-Evaluate Recast Communicate Vision Enjoy the fruit of your labor Avoid Burnout Reward Yourself Spend Time with Family 10

11 Thank You! Presenters contact info: Dean Calvert & Steve Allison us: Like us on Facebook: CloserHUB Follow us on Connect on LinkedIn: Dean Calvert Interact with us: Visit us at our CloserHUB booth Get your FREE Notary Resource Guide Read our FREE Blog Join the discussion in our forums Find helpful Notary tools/resources Sign up to become one of our closers 11

Top Three Ways to Separate Yourself from Other NSAs & Get More Signings. Workshop Format 5/1/2015

Top Three Ways to Separate Yourself from Other NSAs & Get More Signings. Workshop Format 5/1/2015 Top Three Ways to Separate Yourself from Other NSAs & Get More Signings Steve Allison & Dean Calvert Co-Owners, The Closers, Inc. & Co-Founders, CloserHUB Workshop Format 1. Workshop Presentation 3. Q&A

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