Stepping Into Your New Professional Role

Harrison Academy

Starting something new can feel confusing and overwhelming, especially in the beginning. A new professional endeavor can even feel a little like you are playing pretend. You have the title, you have completed the training, and you may even have your supplies-but you do not quite feel like a professional yet.

Ideally, this should be an exciting time filled with optimism and possibility. But there is an uncomfortable reality that comes with entering almost any new profession: you have limited knowledge and little or no real-world experience, yet somehow you need to convince clients to trust your expertise.

It creates quite the conundrum. You need clients to gain experience, but you cannot gain experience without first getting clients.

People generally approach this dilemma in one of three ways:



1. They Never Put Themselves Out There

Fear takes over, and their notary commission goes unused.


They never gain clients or experience because they are too afraid to risk rejection. In other cases, their training simply did not leave them feeling confident enough to perform notarizations independently. They are terrified they will make a mistake during an appointment, so instead of taking the risk, they avoid appointments altogether.


Unfortunately, avoiding the work also prevents them from gaining the very experience that would help build their confidence.


2. They "Fake It Until They Make It"

They begin taking clients and presenting themselves professionally, even though they do not yet have years of experience. Before they know it, those months of experience turn into years.


This is not necessarily a bad approach. Most clients are not going to interrogate you about your professional background or ask how many notarizations you have completed. You also have an obligation to protect the privacy of your previous clients and should never disclose confidential details about past notarizations.


You do not need to pretend to know things you do not know or misrepresent your qualifications. You simply need to be professional, truthful, prepared, and confident in what you do know.


3. They Prepare Themselves Before Stepping Out on Their Own

This is the path I recommend.


Take a comprehensive notary course and, when necessary, additional training that prepares you to perform your duties confidently. Consider joining a mentoring program for at least six months that allows you to shadow an experienced notary and ask questions as real-life situations arise.


There is tremendous value in shadowing someone who has already done the work.


Mentoring takes everything you learned on the page and helps you understand how it applies in the real world. You get to see how appointments flow, how professionals communicate with clients, how unexpected situations are handled, and how the rules you studied actually apply in practice.


Then, when you walk into your own appointment or reach out to a potential client, you are not relying solely on what you remember from a course. You have observed the profession in action and have begun developing the judgment and confidence of a working notary professional.


Whatever You Do, Do Not Choose Path One

Whether you choose path two or path three, do not allow fear to prevent you from ever getting started.


There was a reason you decided to give becoming a notary a try. At some point, you were excited about the idea and the possibilities that being a notary could provide. Do not lose sight of that.


Knowledge is power, and good training should leave you feeling more capable of performing the duties you have been taught. If you complete a notary course and still feel completely confused or unprepared, you may simply need a different approach to learning.


That does not mean you are doomed to fail.


Notary education providers are responsible for teaching the information required by their state's standards, but the way that information is organized, explained, demonstrated, and reinforced can vary considerably. Everyone learns differently, and it is important to find a platform that teaches in a way that reaches you.


If you were confused throughout your entire course, that particular course may not have been the right fit for your learning style. Taking another course, completing a mini-course on the areas you are struggling with, working with a mentor, or seeking additional practice can make an enormous difference in your confidence.


Do not confuse needing more preparation with being incapable of doing the job.


Becoming a California Notary Public

In California, completing an approved six-hour course of study is one of the first steps toward becoming a commissioned Notary Public for a new applicant. Training is widely available online, although some organizations also offer in-person instruction.


California requires new notary applicants to complete the approved six-hour course of study. Because California notaries perform traditional notarizations under California law, your training should prepare you to understand and perform the duties of a California Notary Public.


Course prices can vary significantly depending on the provider and what is included. You may find basic training options starting around , while larger packages that include additional education, supplies, exam preparation, or other resources can cost 0 or more.


Price alone should not determine which course you choose. The goal is not simply to receive a completion certificate. The goal is to understand what you are being taught well enough to apply it confidently and lawfully.


Taking the California Notary Exam

After completing your required notary education, the next step is taking the official state examination administered through California's designated notary exam provider.


Unless your training provider assists with testing arrangements, you will need to review available exam dates and locations and register for an examination.


Before exam day, carefully review the current testing requirements so you know exactly what you are expected to bring. Requirements may include:


  • Acceptable photo identification. Make sure the name on your identification is consistent with the legal name you use on your application.

  • Your completed Notary Public Application.

  • A recent 2" x 2" color passport photograph.

  • Your Proof of Completion certificate from an approved education provider.

  • The required examination/application payment in an accepted form.

  • No. 2 lead pencils or any other materials specified in the current examination instructions.


Always verify the current fees, accepted payment methods, identification requirements, and examination procedures before your scheduled test date because administrative requirements can change.


During the examination, you may be required to place personal belongings in a designated area. Follow all testing-site instructions carefully and avoid bringing unnecessary valuables with you.


Waiting for Your Results

Once you have completed the exam, the waiting begins.


Processing times can vary, so resist the temptation to panic if you do not hear something immediately. Follow the instructions provided by the state and examination administrator for checking your results and the status of your application.


Use this waiting period productively. Continue studying. Review the procedures you expect to use most frequently. Learn how to complete your journal correctly. Practice identifying certificates. Familiarize yourself with your supplies and begin thinking about how you want to operate and market your notary business.


Passing the exam is important, but passing an exam and being prepared to work with the public are not necessarily the same thing.


You Passed-Now the Real Fun Begins

Receiving confirmation that you successfully completed the examination and commission process is an exciting milestone.


Once you receive the documentation required to obtain your official notary supplies, follow California's requirements carefully. Your official notary seal is not simply a generic stamp that can be purchased anywhere. California regulates the manufacture of official notary seals, and the required authorization must be provided to an approved manufacturer before your seal can be produced.


Your seal contains information specific to your commission and should always be treated as an official notarial tool.


Your notary journal is equally important. Choose a journal designed to capture the information California requires you to record for each applicable notarial act. A well-designed journal with clearly designated spaces can make your job significantly easier and reduce the likelihood of forgetting important information during an appointment.


Your supplies are tools, but knowing how to use them correctly is what makes you a professional.


What If You Do Not Pass?

If you receive your results and discover that you did not pass the examination, do not allow one test result to determine what happens next.


Take time to reflect.


Where did you struggle? Were there certain topics you did not fully understand? Did anxiety affect your performance? Did you memorize information without truly understanding it?


Identify the problem and address it before your next attempt.


A failure is only truly a failure when you refuse to learn from it and decide to give up. Every setback gives you an opportunity to grow, adjust your approach, and come back better prepared.


Study again. Take practice exams. Revisit difficult topics. Ask questions. Seek additional training if you need it.


Then try again.


You may be much closer to success than you think.


Welcome to Your Triumphant Era

You completed the training. You studied the material. You went through the application process. You took the exam. You obtained your commission.


Now it is time to actually use it.


Do not allow fear of being new to keep you from becoming experienced. Every seasoned professional was inexperienced once. The difference is that eventually, they stepped forward and did the work.


Continue learning. Ask questions. Find mentors. Protect your clients. Follow the law. Take your responsibilities seriously. Build relationships. Accept opportunities that allow you to grow.


Most importantly, make the most of the commission you worked so hard to earn.


This is the beginning of your professional journey.


Welcome to your Triumphant Era.

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