Can you believe we are already halfway through the year? June is officially here, bringing longer days, warmer weather, and a prime opportunity to hit the reset button on our business objectives.
As Notary Signing Agents (NSAs), our schedules can get chaotic, fluctuating between frantic end-of-month rushes and quieter mid-month lulls. That’s why the start of a new month is the perfect time to pause, reflect, and intentionally set our sights on what we want to achieve over the next 30 days.
But when it comes to setting goals for your notary business, what should you actually be targeting? Let’s break down the two biggest metrics: Financial Targets vs. Closing Volume.
The Great Debate: Financial Goals vs. Closing Volume
When you sit down with your calendar and a fresh cup of coffee this week, you’ll likely find yourself aiming for one of two numbers. Both are valuable, but they drive your business in very different ways.
Option 1: Aiming for a Financial Target
Setting a strict revenue goal (e.g., “I want to make $5,000 this month”) keeps your eyes on the ultimate prize: profitability.
- The Pros: It forces you to look at your profit margins. You start focusing on high-value gigs, such as cash sales, commercial signings, or building relationships with title companies that pay higher fees.
- The Cons: If you only look at the dollar sign, you might get discouraged during a slow week or find yourself accepting lowball offers just to scrape closer to your number, leading to burnout.
Option 2: Aiming for a Specific Number of Closings
Setting a volume goal (e.g., “I want to complete 40 signings this month”) focuses entirely on activity and market penetration.
- The Pros: This is fantastic for newer signing agents or those looking to build momentum. More closings mean more practice, more networking with escrow officers, and more opportunities to get your name out there.
- The Cons: High volume doesn’t always equal high profit. If you do 50 signings but they are all low-fee loan modifications or involve distant travel, your gas and maintenance expenses might eat up all your hard work.
Which One Should You Choose?
The Secret Sauce: The most successful Notary Signing Agents actually combine both by tracking their Average Fee Per Closing.
If you aren’t sure where to focus this June, use this quick cheat sheet to decide your strategy:
| If your current business reality is… | …then your June focus should be: |
| Brand new to the industry or coming out of a dry spell. | Closing Volume. Focus on getting reps under your belt and building relationships. |
| Experienced, but feeling burnt out and running ragged. | Financial Targets. Focus on maximizing your fee per assignment and saying no to low-ball offers. |
| Steady, but looking to scale your business to the next level. | Direct Marketing. Set a goal for how many new direct title companies you will walk into this month. |
Action Plan: Make Your June Goals SMART
Don’t just say, “I want to do well this month.” Make it a SMART goal (Specific, Measurable, Achievable, Relevant, and Time-bound).
Instead of: “I want to make more money.”
Try: “I will secure $4,500 in gross revenue by June 30th by taking at least 35 signings and pitching to 5 local escrow offices for direct work.”
Write your goal down, stick it on your dashboard or your computer monitor, and track your progress at the end of every single week.
Let’s Chat!
What are you aiming for this June? Are you chasing a specific financial milestone, or trying to beat your personal record for the number of paper stacks flipped?
Drop your goals in the comments below—let’s hold each other accountable and make this month incredibly prosperous!
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