Notary On Automation | Masters Edition
Completely Automated Notary Training Course
[Mandatory Viewing] A message from Tekk
How to Use This Course
Before You Get Started
Tech Checklist
[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
[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
[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
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
[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
Congratulations! Here's what's next
90 Day Challenge
[Worksheet] 90 Day Challenge
More resources before you go
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
The BRAINBOX Thursday Replay