Planning for Success:
Setting Notary Business Goals for the New Year
The end of the year is like closing the final chapter of a great book: it’s bittersweet but full of possibility. As notaries, we have a unique opportunity to shape our businesses with fresh ideas, actionable plans, and clear goals for the year ahead. But let’s be real—setting goals that stick is harder than finding parking outside a signing appointment.
That’s why I’m here to help you approach your 2025 business goals with clarity and confidence. Grab your favorite pen (blue ink, of course), and let’s map out how to make this your best year yet in the notary world.
Start With Your Vision
Before you dive into specifics, take a moment to dream big. Picture where you want your notary business to be this time next year. Are you landing more estate planning signings? Finally hitting a steady flow of daily appointments? Launching a mentorship program? Write it down—your vision is the foundation for everything else.
Break It Down SMART Style
The best goals are SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. Instead of saying, "I want more clients," try, "I will sign 20 general notary appointments a month by April." This makes your goals real and gives you something to track.
Reflect on This Year
What worked for your business in 2024? What didn’t? Pull up your calendar, check your notes, and think about the trends you noticed. Did evening appointments take off? Were signing services a bust? Use those insights to guide where you put your energy next year.
Invest in Your Growth
Think about the tools, training, or resources that could level up your business. Maybe it’s finally buying that dual-tray laser printer, taking a specialized course, or joining a professional network like the NNA or Notary Business Builders. Investing in yourself is never a bad idea—it’s how you stay ahead of the game.
Set Milestones Along the Way
Big goals can feel overwhelming, so break them into smaller chunks. Want to double your income? Start by figuring out how many appointments you need each week to get there. Celebrate those small wins—it keeps the momentum going.
Stay Accountable
Accountability partners aren’t just for fitness goals. Share your 2025 plans with a fellow notary, your mentor, or even your family. When others know what you’re working toward, you’re more likely to stay focused. Plus, it’s fun to celebrate your progress with someone cheering you on.
Balance Business and Life
Don’t forget to factor in personal goals too. A thriving business doesn’t mean much if you’re burned out. Schedule time for self-care, family, and things you love outside of work. A well-rested, happy notary is a productive notary!
Embrace Flexibility
Life (and business) doesn’t always go as planned—hello, last-minute reschedules and flaky clients. Be ready to adapt when needed. Adjusting your goals as you go isn’t failure; it’s smart business.
Ready to get serious about setting your 2025 goals? If you missed my recent Goal Setting Workshop, you can still grab the replay for just $20! Along with the replay, you’ll get a FREE downloadable workbook packed with tools and prompts to help you create goals that stick.
Don’t wait—start building the notary business of your dreams today. Purchase the Replay Here and get ready to take charge of your success!
Let’s make 2025 the year you crush it, notary fam. You’ve got this.
Warmly,
Jennifer Cooper
JKC Mobile Notary
