Course curriculum

  • 1

    PRE-LAUNCH » Notary On Automation

    • [Mandatory Viewing] A message from Tekk

    • How to Use This Course

    • Before You Get Started

    • Tech Checklist

  • 2

    PART 1 » THE AUTOMATED SIGNER SYSTEM

    • [OTG 1.1.0] You Are Ready To Automate!

    • [OTG 1.2.1] Set Up Your Google Folder

    • [OTG 1.3.1] Walk Through the Automated Signer System

    • [OTG 1.4.1] URL Redirection

    • [OTG 1.4.2] Get the URL Shortener

    • [OTG 1.5.1] Personal Calendar Setup

    • [OTG 1.6.1] Competition Audit

    • [WORKSHEET] Competition Audit Form

    • [OTG 1.7.1] Coach Check-In

    • [RESOURCE] What's Left On Your Tech Checklist

  • 3

    PART 2 » THE SCHEDULING ASSISTANT

    • [Lesson 2.1.1] Introduction to Scheduling

    • [Lesson 2.1.2] Service Request Form Set Up

    • [RESOURCE] Download the Service Request Form

    • [Lesson 2.1.3] Connecting Email with the Service Request Form Info

    • [RESOURCE] Automated Customer Emails

    • [Lesson 2.2.1] Calendly Overview

    • [Lesson 2.2.2] Determining Your Price Per Hour

    • [Lesson 2.2.3] How To Complete the Pricing Your Hour Worksheet

    • [WORKSHEET] Pricing Your Hour

    • [RESOURCE] Calendly Internal Template

    • [Lesson 2.2.4] Create Your 1st Event

    • [Lesson 2.2.5] Finish Building Your 1st Event

    • [Lesson 2.2.6] Coach Check-in

    • [Lesson 2.3.1] Complimentary Call Event

    • [BONUS Demo] Only Hot Leads Will Use the Complimentary Call Feature

    • [Lesson 2.3.2] Create Power of Attorney Event

    • [Lesson 2.3.3] Create Estate Planning Event

    • [Lesson 2.3.4] Create Loan Document Package Event

    • [Lesson 2.3.5] Create Real Estate Property Event

    • [Lesson 2.3.6] Complete Zone 1-3 Build-out, Profile Setup, Account Settings, Paypal Sync

    • Coach Check-In

  • 4

    PART 3 » THE LEAD GENERATION ASSISTANT

    • [Lesson 3.1.1] Quick Coach Check-In

    • [Lesson 3.1.2] Intro to Lead Generation

    • [WORKBOOK] Thumbtack Profile Builder

    • [Lesson 3.2.1] Thumbtack Profile Walk Through

    • [Lesson 3.2.2] How To Use the Profile Builder for the Remaining Sections

    • [Lesson 3.3.1] Calendar Walk Through

    • [Lesson 3.4.1] Services Walk Through

    • [Lesson 3.4.2] Set Your Thumbtack Budget Low

    • [Lesson 3.5.1] Messages Walkthrough

    • [OTG 3.0] The "Why You Cost So Much?" template

    • [OTG 3.1] When to Use the Thumbtack Saved Replies Template

    • [WORKBOOK] Thumbtack Saved Replies Template

    • [OTG 3.2] Ancient Automation: How it started?

    • [OTG 3.3] How did the estimated price go from $57 to 115?

    • [OTG 3.4] I'm confused about the Thumbtack estimate?

    • [Lesson 3.6.1] Leads Walk Through

    • [CASE STUDY] How to Create a Custom Appointment with Custom Link

    • [CASE STUDY] $4K+ All Because of Automation

    • [OTG 3.5.1] How to use the Call Vault Worksheet

    • [WORKSHEET] The Call Vault Worksheet

    • [OTG 3.5.2] Sarah

    • [OTG 3.5.3] Eric

    • [OTG 3.5.4] Chris

    • [OTG 3.5.5] BONUS: What Would You Do? Evaluate Me!

    • [OTG 3.5.6] BONUS: You Need A Lawyer

    • [OTG 3.5.7] BONUS: Why You Always get paid up front!

    • Coach Check-in

  • 5

    PART 4 » THE VOICE ASSISTANT

    • Coach Check-in

    • [Lesson 4.0.1] Let Google My Business Explain Why You Need a Voice Assistant

    • [Lesson 4.0.2] Google Voice is NOT an Option

    • [Lesson 4.0.3] IsOn24 Walk Through

    • [RESOURCE] Copy/Paste the Text and Design Your Own Voice Prompts

    • [Lesson 4.1.1] Set Up your Professional Greeting

    • [Lesson 4.1.2] Answering any Caller with the 3-Question Quick Script

    • [Lesson 4.2.1] How To Use the Onboarding Wizard Template

    • [WORKBOOK] Onboarding Wizard Template

    • [Lesson 4.2.2] Set Up Your Zone 1, 2, 3 Prompts (optional)

    • [Lesson 4.2.3] Conversations: The Power of the Texting Feature

    • Coach Check-in and Summary

  • 6

    PART 5 » UNCOVERING VALUE FOR NOTARY PUBLIC ENTREPRENEURS

    • [Lesson 5.1.0] When to Pay for Mentorship

    • [Lesson 5.1.1] Stop Handing Out Business Cards

    • [Lesson 5.1.2] Listen! You Set Your OWN Price

    • [Lesson 5.1.3] Adjusting Calendly Events On-the-Go

    • [Lesson 5.1.4] The More Personalized -- the Better!

    • [Lesson 5.1.5] Tutorial: Create a Highly Personalized Custom Event

    • [WORKSHEET] Location Scout

    • [Lesson 5.1.6] Thumbtack Using the TRAP Template

    • [Lesson 5.1.7] Google My Business Using the TRAP Template

    • [Lesson 5.2.0] Competition Audit 2.0

    • [BONUS] Take Over Blueprint in Action

    • [WORKSHEET] City Takeover Blueprint

    • [Lesson 5.2.1] How Automation Saved V.I.P. Supporters

    • [Lesson 5.2.2] How to get a 5-star Review everytime

    • [Lesson 5.2.3] Disabling the 24 Hour Review Request with Unsatisfied Signers

    • [Lesson 5.3.2] There Is Money In The Follow Up

    • [Lesson 5.4.0] Handle Your Disgruntled Signers

    • [Lesson 5.4.1] Finder's Fee: How A Referral Source Can Lead to Additional Income

    • [Lesson 5.4.2] Not Everyone Who Contacts You Is Looking for a Notary

    • [Lesson 5.5.1] Hospital Referral

    • [Lesson 5.6.1] How to Refer a Loan Doc Appointment

    • [Lesson 5.6.2] Part 1: Don't Complete Another Signing Until You Hear This One

    • [Lesson 5.6.3] Part 2: Don't Complete Another Signing Until You Hear This One

  • 7

    #CERTIFIEDGOLD

    • Congratulations! Here's what's next

    • 90 Day Challenge

    • [Worksheet] 90 Day Challenge

    • More resources before you go

  • 8

    SHARPEN YOUR CALLS » 1 - 6

    • Do not proceed until you see this

    • Make them laugh, make them your client

    • When the hospitals call

    • Gone in 90 Seconds

    • The Wrong Way

    • 1 call, 2 business partners

  • 9

    THE BRAINBOX REPLAY

    • The BRAINBOX Thursday Replay