Six Weeks. Stronger Relationships. Lasting Business.
Phase Two builds upon the relationships established during the first six weeks. Our mission now shifts toward converting interested title companies and real estate closing law firms into active CLOSE.DIRECT customers, introducing the appropriate service options, assisting with implementation, generating first orders, and establishing recurring business.
The objective is not simply to sign up new customers. It is to create productive, long-term business relationships that benefit both our customers and our District Presidents.
Week 7 — Evaluate, Prioritize & Reconnect
- Review the results of the first six weeks.
- Evaluate every office in the assigned territory.
- Categorize prospects as Hot, Warm, Nurture, or Not Qualified.
- Identify companies that expressed interest in DIY or White Glove services.
- Telephone priority prospects and schedule follow-up conversations.
- Continue personalized emails and educational drip campaigns.
- Identify obstacles preventing interested companies from moving forward.
- Update CRM records and establish next actions for every active prospect.
Week 8 — Strengthen Relationships & Advance Opportunities
- Revisit priority offices where additional personal contact would be beneficial.
- Continue conversations with decision-makers.
- Share verified Mission 10,000 progress and developments.
- Provide additional software demonstrations when requested.
- Explain the operational differences between DIY and White Glove services.
- Help prospects determine which service best fits their needs and budget.
- Discuss how CLOSE.DIRECT can improve their existing signing workflow.
- Continue calls, personalized emails and appropriate follow-up correspondence.
Week 9 — Customer Enrollment & Implementation
- Assist interested companies with CLOSE.DIRECT account registration.
- Confirm whether each customer has selected DIY or White Glove service.
- Review the applicable pricing and service responsibilities.
- Help customers complete the onboarding process.
- Introduce supported TitleLoop integrations and software workflows.
- Demonstrate notary searches, assignment creation and order tracking.
- Explain document handling, credential verification, invoicing and payment procedures.
- Coordinate with the CLOSE.DIRECT support team to resolve implementation questions.
- Update the CRM as customers move toward LIVE status.
Week 10 — First Orders & Customer Activation
- Contact newly enrolled companies and encourage their first assignment.
- Assist DIY customers with selecting and communicating directly with notaries.
- Coordinate White Glove assignments through the designated signing service.
- Ensure customers understand order creation and status tracking.
- Assist with questions involving document delivery, scanbacks and closing confirmations.
- Explain invoicing and notary payment procedures.
- Follow up after the first completed assignment.
- Identify and resolve any challenges affecting the customer experience.
- Record first-order activity in the CRM.
Week 11 — Develop Repeat Business & Expand Relationships
- Follow up with customers who have completed their first assignments.
- Confirm that their experience met expectations.
- Encourage customers to use CLOSE.DIRECT for additional closings.
- Introduce additional platform capabilities and workflow improvements.
- Reconnect with companies that have enrolled but have not placed an order.
- Continue pursuing qualified prospects still considering enrollment.
- Identify opportunities for additional DIY and White Glove business.
- Ask satisfied customers about other offices or industry contacts that could benefit from CLOSE.DIRECT.
- Update CRM records and monitor repeat-order activity.
Week 12 — Territory Review & Long-Term Growth
- Review every office in the assigned territory.
- Identify active customers, pending implementations and remaining opportunities.
- Complete outstanding follow-up commitments.
- Revisit high-priority prospects when appropriate.
- Review customer activity, completed orders and recurring business.
- Evaluate DIY and White Glove revenue opportunities.
- Identify offices requiring additional attention.
- Establish an ongoing monthly contact schedule.
- Complete the District President's 90-day performance report.
- Prepare the territory's next-stage business development plan.
Determine which title companies and law firms are genuinely interested in using CLOSE.DIRECT.
Help the company choose between managing its notaries directly through DIY or having a signing service handle the coordination through White Glove.
Complete registration, review the workflow and prepare the company to place orders.
Support the customer through its first successful signing assignment.
Maintain communication, provide support and develop long-term customer relationships.
Do It Yourself
The customer works directly with the notary while using CLOSE.DIRECT to manage assignments, documents, credentials, invoicing and payments.
Done For You
The signing service handles notary coordination and assignment management on behalf of the customer.
Revenue depends on actual customer activity and the applicable District President agreements. Neither model guarantees a particular volume of assignments.
Every District President should track both relationship development and actual business results.
Offices expressing genuine interest
Additional conversations and demos
DIY and White Glove accounts
Accounts ready to place assignments
Customers completing their first assignment
Customers returning with new assignments
Customers and prospects in ongoing contact
Referral and signing-service income
Your District. Your Business. Your Future.
Mission 10,000 does not end after 12 weeks. The first 90 days establish the foundation for a permanent, independently operated business supported by CLOSE.DIRECT. District Presidents continue developing relationships, enrolling new customers, supporting existing accounts, generating repeat orders, and building multiple income streams within their exclusive territories.
Every relationship is an opportunity. Every successful closing builds confidence. Every satisfied customer creates the potential for another. Every District President is building a business with long-term value.
These activities are milestones, not waiting periods. If a title company wants to sign up during Week 3, we begin implementation during Week 3. The 12-week roadmap establishes the national execution framework while allowing every District President to move opportunities forward as quickly as customers are ready.