The High-Value Client System

A job pays once. An account pays every month.

Law firms, estate-planning practices, HR teams, and senior living communities all need notaries - again and again. When one of them makes you their go-to, your calendar stops depending on the next random call. This toolkit shows you how to find those organizations, win them, and keep them.

WHAT'S INCLUDED:

CLIENT SYSTEM (14-page PDF)

- 6 account types worth pursuing

- The 7-stage account process, from research to quarterly review

- Discovery questions and a word-for-word discovery call script

- A one-page proposal and 5 pricing models

- A services agreement outline, account health check, and onboarding checklist

ACCOUNT TOOLKIT (editable Word file)

- 8 templates: research sheet, discovery guide, proposal, pilot recap, agreement term sheet, welcome letter, quarterly review, and referral request

PIPELINE & PRICING (Excel)

- Track every organization by stage with estimated monthly revenue, compare pricing models side by side, and score account health each quarter

Works in Word, Excel, Google Docs, and Google Sheets. Instant download.