The Smart Notary’s Secret Weapon: Referral Partners
Grow your business by letting others talk about you when you’re not in the room.
You’ve probably heard the saying: It’s not what you know, it’s who you know. But in the world of remote online notarization, I’d tweak that slightly: It’s who knows what you do—and is willing to talk about it.
If you’re an independent notary looking to create steady, high-quality leads without constantly hunting for your next client, it’s time to understand the power of referral partnerships.
What Is a Referral Partner?
A referral partner is someone whose business complements yours—and who is willing to send clients your way. In return, you look for ways to help them grow too. You’re not competitors; you serve the same audience from different angles.
Think of it as a network of trusted professionals who share clients rather than chase them solo.
Who Should You Partner With?
That depends on who you serve.
- 🎯 Law Firm Notaries: Your best partners might be court reporters, mobile process servers, or even legal marketing agencies.
- 🏡 Real Estate Notaries: Think surveyors, title closers, property inspectors, or transaction coordinators.
- 🖥️ General Notary Work: Local businesses, realtors, insurance brokers, even bounce house moms in Facebook groups. (Seriously—they’re some of the most powerful super-connectors around.)
You don’t have to guess—just ask yourself: “Who else serves the same clients I do?”
How to Start Building Referral Relationships
- Start with a conversation, not a pitch.
“Hey, I noticed we both work with real estate professionals—I’d love to learn more about what you do and see how we might help each other grow.” - Make it mutually beneficial.
Don’t show up just to ask for referrals. Be generous. If you know someone who needs their services, make a warm intro. Reciprocity will follow. - Follow up and stay visible.
Connect on LinkedIn. Follow their business page. Engage with their posts. You want to stay on their radar without being pushy. - Be referable.
Have a digital business card. Answer your phone. Send clear follow-ups. Deliver great service every time. You don’t just want referrals—you want repeat referrals.
Why This Works
When people refer business to you, they’re putting their reputation on the line. That’s big.
So when you earn that trust, you’ve got something incredibly valuable: a walking, talking endorsement who brings you clients without you having to chase them.
And the real magic? Eventually, if you nurture enough of these partnerships, you’ll spend way less time marketing and more time doing the work you love.
Bonus Tip: The Soft Intro Email
Here’s a quick template you can use to connect two people in your network (and build your own reputation as a connector):
Subject: Quick Intro — Thought You Two Should Meet
Hey [Name 1], meet [Name 2].
I thought of you both because you’re in related spaces and might find ways to support each other. [Name 1] is a [role/business] and [Name 2] does [short description].
I’ll let you take it from here—excited to see what comes of it!
Want More Help Growing Your Notary Business?
Join me, Katie Tremulis, every Thursday at 12 PM EST for live training sessions on how to use ProNotary to level up your remote notary career.
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