Upselling & Cross-Selling Guide
Upselling & Cross-Selling Call Guide for Notaries
Most mobile notaries leave money on the table by only providing the one signature the client asked for. This guide helps you turn a basic $25 stamp into a $150 premium service by identifying hidden needs and offering convenience-based upgrades.
The Additional Document Discovery
When a client calls for a single notarization, such as a simple affidavit, they often have related paperwork that also needs a seal. Ask the caller if they have a Power of Attorney or a Healthcare Directive that needs attention while you are already traveling to their location. Explain that while the first signature is your standard rate, adding extra signatures during the same visit saves them a second $50-$75 travel fee in the future. This approach positions you as a consultant rather than just a service provider.
Key takeaway: Ask about secondary documents to increase your per-stop profit without increasing your driving time.
Witness Coordination Services
Many legal documents require one or two witnesses in addition to the notary. Clients often struggle to find neighbors or friends available on short notice. Offer to bring a professional witness for an extra $30 to $50 per person. This is a massive time-saver for the client and ensures the signing isn't cancelled because a witness didn't show up. It turns a standard mobile visit into a full-service signing solution.
