The Title Company Magnet Toolkit
Imagine being the notary a title officer texts first.
It's Friday afternoon. A closing is set, and the borrower suddenly can't make it to the office. One text, and it's handled - by you. Direct title clients often pay better than platforms, send repeat work, and turn a quiet calendar into a predictable one.
This toolkit gives you the complete system to get there - plus editable files so you can start sending today.
WHAT'S INCLUDED:
GUIDE (12-page PDF)
- Who hires notaries directly, and where to find them
- The 5-touch outreach sequence, day by day
- Word-for-word intro email, call and voicemail script, and value follow-up
- LinkedIn, credentials-packet, and first-job thank-you messages
- Relationship rules that turn one file into a standing client
SCRIPT & TEMPLATE LIBRARY (editable Word file)
- 10 ready-to-personalize templates, including a one-page vendor profile, 8 objection responses ("We already have notaries," "Just send your info," and more), a re-engagement email, and a quarterly check-in
OUTREACH TRACKER (Excel)
- Log every touch - your next follow-up date calculates automatically, with a pipeline summary
Works in Word, Excel, Google Docs, and Google Sheets. Instant download.