Goal Setting for Notaries: How to Plan for a Successful Year in 2025
If there’s one thing I love (maybe even obsess over), it’s goal setting. There’s just something about taking big dreams and breaking them down into actionable steps that fills me with excitement. As a notary, setting clear goals has been one of the most impactful ways I’ve grown my business and stayed motivated—even during the inevitable ups and downs.
So, as we step into 2025, it’s time to set the stage for your most successful year yet! Whether you’re looking to expand your services, streamline your operations, or increase your bookings, goal setting can help you make it happen.
The Simplified SMART Process for Notaries
You’ve probably heard about SMART goals before, but let’s simplify it for notaries. Here’s how to make it work for your business:
Specific: Define exactly what you want to achieve. (e.g., “Add 10 new estate planning attorney clients by March 2025.”)
Measurable: How will you measure success? (e.g., Track referrals and completed signings.)
Attainable: Can you realistically achieve this within your current resources? (Think time, budget, and energy.)
Relevant: Does this goal align with your long-term vision for your notary business?
Time-bound: When will you achieve this? Deadlines create urgency and focus.
By using this framework, you can avoid vague resolutions like “I want to grow my business” and turn them into actionable, achievable steps.
Breaking Down Big Goals into Small Steps
Here’s the secret: big goals don’t get done overnight—they’re achieved one small step at a time.
Start with the big picture: Write down your ultimate goal.
Example: “Increase my notary income by 40% in 2025.”Break it into smaller milestones: Divide the goal into manageable chunks.
Example: “Increase income by 10% each quarter.”Create a roadmap: List actionable steps for each milestone.
January: Update your Google business profile and increase local SEO efforts.
February: Network with 5 new estate planning attorneys.
March: Add a new service, such as jail notarizations or apostille services.
Celebrate progress: Mark off each milestone as you complete it—it’s important to acknowledge your wins, no matter how small!
Use Deadlines to Keep Yourself Accountable
One of the best ways to stay on track is by setting monthly or quarterly deadlines. This helps you avoid the all-too-common “I’ll do it later” trap. Here’s an example timeline for 2025:
January-March: Focus on building your network and marketing efforts.
April-June: Launch a new service and track its performance.
July-September: Host a free workshop or webinar to position yourself as an industry expert.
October-December: Review the year’s results and set goals for 2026.
By breaking your year into quarters, you’ll keep the momentum going and avoid burnout.
Stay on Track with Quarterly Goal-Setting Check-In Calls
Even the best-laid plans can falter without accountability. That’s why I’m offering quarterly goal-setting check-in calls to help you stay focused, adjust your strategies, and crush your 2025 goals.
Buy all 4 quarters at once for just $80 (a $40 savings!)
Or pay $30 per quarter as you go.
2025 is a blank slate—let’s fill it with progress, success, and growth. What’s your top goal for this year? Share it with me during our first check-in call, or leave a comment below. I can’t wait to help you turn your dreams into reality!
