A Founder’s Perspective: What TNZ’s Founder Was Experiencing Before GoHighLevel
Before transitioning to GoHighLevel, TNZ's founder was operating a notary business using multiple disconnected platforms that were being pieced together in an attempt to create a functioning workflow.
Like many notaries, the operational challenges were not always immediately obvious in the beginning because the systems technically worked.
Managing Multiple Platforms
Several different platforms were being used to manage day to day business operations:
SquareUp
Used as both the payment processor and website platform because it offered a free website connected to payment processing services.
Setmore
Later integrated separately into the website to handle appointment scheduling.
Content Snare
Used for secure document collection, allowing customers to upload documents before Remote Online Notarization (RON) appointments or document review services.
Dialpad
Used as the business phone system for customer communication.
While each platform served its own purpose, the overall operation remained heavily fragmented.
The Operational Challenges
Managing multiple systems introduced several ongoing challenges, including:
Multiple monthly subscriptions
Separate login systems
Manual workflow management
Disconnected customer communication
Limited automation
Limited centralized customer tracking
Difficulty maintaining consistent workflows
Additional setup and maintenance between platforms
Social Media and Customer Communication
Even social media communication remained disconnected.
Although the website included links to Facebook and Instagram, customer conversations still occurred across multiple apps and platforms instead of flowing into one centralized system.
Text messaging functionality also required separate activation and additional monthly fees through previous systems.
When "Normal" Isn't Necessarily Efficient
For some notaries, these disconnected systems already feel frustrating.
For others, they simply feel "normal" because that is how their business has operated for years.
However, once introduced to a centralized operational system, many business owners begin to recognize just how much time, energy, and manual effort had previously been spent managing repetitive administrative tasks and trying to make disconnected systems work together.
Why The Notary Zone Is Sharing This Experience
This experience is one of the reasons The Notary Zone openly discusses operational systems, workflows, automation, and organization within the notary industry.
The goal is not simply to introduce another software platform.
The goal is to encourage notaries to think differently about:
Business organization
Operational efficiency
Customer experience
Long-term business infrastructure
Sustainable workflows
Some notaries aspire to grow into larger operations, expand services, build teams, or even become signing services — while still manually piecing together disconnected systems behind the scenes.
At some point, the conversation needs to shift from simply “having a website” to building an actual operational foundation that can realistically support growth, organization, customer communication, and scalability.
A business can only grow so far on sticky notes, multiple logins, disconnected apps, and manually repeating the same tasks every day.
Building a stronger operational foundation can allow notaries to spend less time managing systems and more time serving clients and growing their businesses.
Call to Action
If the experiences discussed in this blog resonate with you and you're looking for ways to reduce repetitive administrative work, eliminate disconnected workflows, and improve customer communication, consider exploring GoHighLevel through TNZ's partnership with The Administrative Pros.
Disclaimer
The Notary Zone has partnered with The Administrative Pros to provide access to GoHighLevel and related educational resources for notaries.
Educational resources referenced on this page are developed independently and are not affiliated with or endorsed by GoHighLevel.
