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Author: Richard Farrell, is the driving force behind our mission to help process servers achieve consistent quality in service of process. His extensive experience in training and education development brings a modern approach to finding practical solutions to the process service industry.
There are a lot of factors that can contribute to your process service business’ chances of success, but none are as important as financial management. You may have decided to open a process service business because you have military or law enforcement background, or because you’re great investigating and locating people. Regardless of the reasons you started a process service business, it won’t automatically turn you into an accountant or make you financially savvy. Here are five ways that can help you manage your finances when it comes to starting and running a process service business: 
1. Budgeting is Your Best Friend The most important part of any financial plan is a budget. But how do you budget when you have no clue what’s going to come in? One of the easiest places to start is to minimize your expenses as much as you can while building and growing your process service business. A budget shouldn’t be considered a plan for where to spend every dollar, but rather the framework to help you make rational decisions about how your money is going to be spent. Create categories that include office rent (if renting an office), transportation, office supplies, memberships in process server organizations, like PROServer Center, process service management software and marketing, and then come up with ways to reduce costs in each category as much as possible. Once you’ve done that, figure out how much you’ll need to make to cover those costs and still have money left over to save or invest back into your process serving business. This should be your goal for profitability. Holly Black, a process server in Minnesota, has spent her time as an entrepreneur learning how to manage her finances after deciding to pursue a career in process service. She has found that a budget should be used as a guide, allowing yourself the flexibility to make adjustments when and where necessary as you go along. “But,” she says, “never abandon the budget. Always know what’s coming in versus what’s going out. Make sure your essential overheads are covered, or that they can be covered by an emergency fund if there’s a revenue dip.” That bring us to our next tip:
2. Maintain an Emergency Fund
What do you do if (or more likely, when) your process service business goes through a slow period and you can’t turn a profit? Or, if your worst nightmare comes true and your business isn’t successful and you can't attract enough legal professional clients? These are scary thoughts, but the reality is they’re very common scenarios for a lot of small business owners who can’t ensure a steady or consistent income. This is perhaps one of the most common concerns process servers share. An emergency fund can help you get yourself out of a tough situation. Once you’ve figured out how much money you’ll need to cover your process service business and personal expenses for one month, multiply that by six, and make sure you always have that much in your emergency fund. During slower months, or when you come across unplanned expenses, you may need to draw upon your emergency fund. That’s fine, (that’s what it’s there for!) but make sure you’re always replenishing those funds to protect yourself against future unforeseen costs or circumstances. Izabela Szydlo, a process server in Florida, has been running her process serving and courier business for over five years, and has maintained an emergency fund regardless of how the business was doing financially. “I always ensure that I have a certain amount [of money] in the bank that makes me feel safe should things slow down. When I was still in school, a professor told me that if I wanted to freelance, I should get myself a good line of credit as a safety net. I have one of those too, just in case. Obviously, the goal is to never have to use it.”
3. Hire Professionals When You Need Them
Chances are, if you’re reading this list you’re probably not an accountant. While it’s common for process servers to try and handle everything on their own (especially when trying to minimize costs), attempting to manage your own books or file your own taxes could actually end up costing you far more in the end. Spending money on a professional will often help you save money (and will always help you save the headache). Accountants will not only find you more deductions and tax savings, but will also ensure you remain penalty-free and don’t get yourself into trouble inadvertently. Tara Gosling opened her process serving business over five years ago. Although she is confident in her skills as a process server and investigator, she has never been confident with her bookkeeping. “The hardest part for me has always been staying organized with my bookkeeping, and it’s something I still struggle with now. It makes a huge difference and relieves a lot of stress, especially come tax time, to have everything written down clearly. If taxes, bookkeeping, or numbers are not your strong points, pay a professional to help you! I wish I had done that my first year.”
4. Set Money Aside for Taxes
Getting your ducks in a row for tax season can be challenging, frustrating, and a few other adjectives we’d rather not spell out. Something as minor as a lost bill or receipt can have a damaging effect on your tax filing process and may even get you into big trouble. Nobody likes paying taxes but the reality is, none of us can avoid it. The government isn’t forgiving; when you owe, you owe, and you don’t want to be blindsided by an expense you didn’t expect or see coming. Your rates will be different depending on your location, but the general rule of thumb is to set aside at least thirty-five percent of your income for taxes. “Don’t neglect your taxes. I can’t stress that enough. It’s tempting to think, ‘I’ll just write off a bunch of expenses and that will cover it.’ Sometimes it won’t, and you should definitely be putting money aside for [your taxes],” says Izabela. Holly agrees. “Do your taxes as early as possible, that way there will be no nasty surprises and you can forecast how much extra income you may need to cover when the payment is due.”
5. Make Sure You’re Getting Paid
There’s nothing that feels as good as knowing you’ve made a client happy with your services. Except of course, knowing that they paid their invoice for said services on time. When you’re running your own process service business, client payments are your lifeline. If your invoices don’t get paid, your bills don’t get paid, and if your bills don’t get paid, your business can’t run. One of the most important things you can do as a process server is to have a clear and defined payment policy in place. Your clients should know what payments are due, when they’re due, how they can be paid, and what happens if payments are late or missed. You can’t force anyone to make a payment, but what you can do is:
Ancil Payne, who runs a process service business in Texas, helps us understand why getting your clients to pay on time is so important. “The hardest part financially of running your own process serving business is the unpredictability of client payments. In the beginning, when clients aren’t paying on time, you find yourself paying out everyone else, leaving you with just enough to keep your doors open. [When clients pay you late] you may find yourself incurring debts because you’re paying your own loans or bills late.” Running a process service business isn’t easy; that’s why not everyone can do it. Successful entrepreneurship requires focus, dedication, and passion, and of course, a few ways to deal with the ups and downs of your cash flow. We’ve tried to help with the latter so you can spend more time focusing on the former.
Author: Richard Farrell, is the driving force behind our mission to help process servers achieve consistent quality in service of process. His extensive experience in training and education development brings a modern approach to finding practical solutions to the process service industry.
According to a U.S. bank study, more than eight out of 10 new businesses fail because of poor cash-flow management. Don’t let your new business fall prey to that likelihood. From bookkeeping strategies to financing options, here’s what you need to know to set your process service business up for success. Understand Cash Flows. Cash flow is the lifeblood of any business, including process serving. In essence, cash flow is any money coming in or going out of your business’s hands during a certain time period. Money coming in is known as positive cash flow; money going out, negative cash flow. Obviously, the goal of any process serving business is to have more positive than negative cash flow. For many process servers who are just getting started, the early stages of operation may be defined by lots of negative cash flow, as you make investments in equipment, inventory or marketing all the while trying to build your customer base. The risk in not understanding your cash flow — and, consequently, why so many new businesses fail — is running into a situation where you have more money going out, whether to pay rent, utilities, other process servers or so on, than you have coming in, on hand or access to by other means, such as via bank overdraft protection or a short-term small business loan. Particularly for businesses that experience a lot of seasonality, and process serving definitely has its ups and downs in volume, understanding how your cash flow varies throughout the year will help your process service business make the most of the strong-sales months and better able to weather the weak-sales periods. Just another reason you’ll stand to benefit from meticulous bookkeeping. Keep the Books. Getting a firm grasp on all aspects of your process serving business’ cash flow is critical to its ongoing success for a myriad of reasons, and you should establish an airtight method for logging money coming in versus money going out. Having your process service business key numbers at your fingertips will be helpful for all manner of business matters, including keeping track of unpaid payments, scheduling expenditures, cutting wasteful spending, identifying your most profitable services or routes, helping secure investments or business loans, and many other important tasks. Keeping the books, or accounting, is simply the process of recording all the financial transactions pertaining to your process serving business, and you’ll need to decide whether you’re up to the task or would benefit from a professional’s assistance. The number one problem shared among entrepreneurs today is finding, vetting, hiring, and retaining expertise. For many small- to mid-size process serving companies, a cloud-based accounting service like QuickBooks is a cost-effective service that makes bookkeeping easy. As your process service business grows, you may want to consult with a certified accountant in addition to using a cloud-based accounting service. QuickBooks’ software allows you to track your process serving business' sales, invoices, bill payments, employees’ wages, other process server payments, loan repayments and so much more. And, because they’re part of the Intuit suite of software products, you can easily roll relevant numbers over to another one of their products, TurboTax, come tax time. But QuickBooks isn’t the only option, and other bookkeeping software services may be a better fit for your process serving business. Some of other options include:
Don’t Forget about Taxes. Does using an accounting software service eliminate the need for a professional accountant for your process serving business? Definitely not, especially if you have a unique or complex tax situation. While your accounting software may integrate nicely with tax-prep software and having all your process serving business figures documented and in one place will surely expedite preparing your taxes, tax codes change frequently and only a certified CPA can advise you on the most advantageous filing. Plus, going through a CPA limits your liability. Speaking of taxes, what kind of taxes should you be prepared to pay as a process server? As a small process serving business owner, your business is likely categorized as a Sole Proprietorship, Partnership (Limited and Limited Liability), Limited Liability Corporation (LLC) or S-Corporation. All of those categories are considered “pass-through entities” for federal tax purposes and must pay an income tax for the owner’s personal income tax rate. If you’re expecting to owe more than $1,000 in income tax in a year, then you should pay these as estimated taxes according to the IRS’s timetable in order to avoid penalties and interest. Additionally, if you have employees, you’ll be responsible for employment taxes, which includes Social Security and Medicare taxes, Federal Unemployment Tax (FUTA), and their income tax. While technically that last one is paid by employees and withheld from their wages, you’re the one who needs to see that it gets to the U.S. government. Know Your Financing Options as a Last Resort. At some point you may need to inject outside cash into your process serving business, whether to cover a short-term cash flow problem or to invest for future growth. We advise you do that only as a last resort! At that point, it’s good to know the range of financing options available. Here are the most common types of financing for small businesses including process service:
Taking charge of your process serving business’ finances shouldn’t be a headache, and it should be about a whole lot more than just keeping the lights on. With the financial data at your fingertips, you should feel empowered to make strategic decisions for long-term business success. Source: Entrepreneur
Author: The Process Server Center | PROServerCENTER is a legal professional organization whose mission is to set a national standard for the process service industry in the United States.
Once upon a time...Back in year 2012 a man we are going to name John Smith woke up in his tastefully furnished home. It was promising to be a beautiful summer weekend in Charleston, North Carolina, and John was looking forward to spending time with his family playing games in their backyard... 
First things first, John Smith was in the habit of checking his emails in the morning and it was then that he saw a message from his local bank, advising him of a recent important notice related to his account. John logged in and carefully read the notice. In fact, he read it several times. It notified him that a New York equipment leasing company, he used to do business with several years ago, has won a judgment for non-payment against him, and there was a court order to garnish his wages… John Smith felt lost... He did not know anything about the judgment, the court order, the garnishment… His finances would be in jeopardy. John knew he had to place a call to his attorney immediately… He did not know this was coming… He has never been notified… Though rarely service of process brings you good news, John Smith would have definitely preferred to know in advance… He would have rather been served with the legal papers...
Do you know that according to the National Center for State Courts, process service is one of the top challenges confronting the justice system? Consistent with fundamental notions of due process and fairness, a person must receive proper notice of any judicial action in which he or she is made a party of. Yet process service is often a neglected step in a judicial proceeding. Proper service on a party and a correct affidavit of service filed with the court ensure that the parties to the action have been notified as prescribed by the court system.
Legal market analysis conducted by the Process Server Center shows that more than 87% of attorneys, paralegals and legal managers are not satisfied with their current process server. Service of process is certainly no fun! If not completed or done properly, insufficient service of process may result in a delay, breach of duty or termination of an otherwise successful trial. It could become costly. Among legal professionals, process service is often associated with headaches! What usually happens is that either you or your legal team spend valuable time chasing process servers to check on the status of legal documents being served or to obtain a completed affidavit on time for a court hearing. Even when filed with the court, a defendant may still appear and challenge the sufficiency of the service or the veracity of the return. Your headaches from improper service of process are mounting and your legal team spends valuable resources to ensure compliance and due diligence. Among process servers, service of process is also associated with frustrations! Most of the time clients provide very scarce information when contacting a process server for a new job. The information a client usually seeks is how much a process server would charge for serving legal documents in his/her area. Hardly any further details are provided, such as originating court, type of legal documents, methods of service allowed by the court. It is rare that a client would offer any other information pertaining to the person to be served, such as when he/she is usually home; does he work?; how is the address verified? Lack of information provided by the client and lack of details oftentimes lead to incorrect service of process or unnecessary attempts without proper due diligence. Factors that lead to inconsistencies in the quality of service of process Just because process service is simple, it does not mean it is easy... A nationwide survey, conducted by the Process Server Center, shows that more than 89% of process servers struggle to retain their clients in the long-run, while 87% of legal professionals are ready to change their process server. Competition is fierce in service of process and every day new people become process servers to take the place of others. Years of working with process servers throughout the United States and interviewing lawyers, legal assistants and paralegals have helped us identify some of the key factors that lead to inconsistencies in the quality of process service:
All of these factors lead to inconsistencies in the quality of service of process and to the mounting confusion among clients who need to hire a process server. The lack of a meaningful review process, the ease of entry into the profession (apart from a handful of states requiring certification or licensing) and the increasing number of process servers, both full-time and part-time, lead to fierce competition based mostly on the difference in the fees process servers charge for serving legal documents. There is nothing else (except a word of mouth reference) that a client can rely on in order to select and hire a process server who is knowledgeable, reliable and consistent. 
Need for National Standard for Process Service
Based on the surveys mentioned above, the current approach to finding a professional process server frequently leads to inconsistent quality of service of process, inefficient performance, low pay and poor image of process servers in general. The Process Server Center aims to clear the confusion within the industry and help provide better solutions for both process servers and legal professionals through specific, actionable solutions, the development of relevant training for process servers and the administration of PROServer LIST, the first nationwide exclusive Directory for Certified and Pre-Screened Process Servers. There is a definite need to revolutionize the process service industry in a meaningful way, different from legislation imposed rules and regulations that often confuse and cause hardships to industries. There is a clear demand to implement a National Standard for Process Service built on the basis of the very needs of process servers. There is strong call for new and modern solutions for:
The implementation of a National Standard for Process Service will help legal teams:
Even in light of the increasing pace of technological advances, personal service of process remains “personal” and it is still the most reliable way to ensure compliance with constitutionally imposed due process of notice to a defendant and the opportunity to be heard. Without proper service of process a court has no jurisdiction over a defendant and may not proceed. Understanding the importance and weight of service of process is essential to the outcome of a lawsuit. Knowing your process server is imperative and selecting a process server must be on the basis of experience, education and reliability, not on the service fees he/she charges to serve your legal documents. It is indeed time to revolutionize the process service industry in the United States, to advance the profession, to clear the image of so many really good and professional process servers who lack the proper tools and platforms to distinguish themselves and truly show their high professionalism.
Author: Richard Farrell, program administrator with extensive experience in training and education development at the PROServer CENTER, a legal professional organization whose mission is to set a national standard for the process service industry in the United States.
It’s no secret that small businesses like process service play a vital role in the US economy. However, revenue for process serving businesses can be scarce. For instance, small businesses that do not have any employees average just $44,000 a year in annual revenue with two-thirds of these companies earning less than $25,000 per year. While various factors can affect a business revenue potential, one of the most important factors is the pricing strategy that its process serving business owners utilize. Whether you're just starting out in process service or you’re ready to begin advertising to drive sales, now is the time to learn what role pricing plays in the bigger picture. Once you have a firm understanding of what a pricing strategy is, you can start reviewing the various approaches and choose the best one for your process serving business.
What is a pricing strategy and why is it important to process servers?
In short, a pricing strategy refers to all of the various methods that small businesses use to price their goods or services. It’s an all-encompassing term that can account for things like:
Pricing strategies are useful for numerous reasons, though those reasons can vary from one process service business to another. Choosing the right price for your process service business will allow you to maximize profit margins if that’s what you want to do. Contrary to popular belief, pricing strategies aren’t always about profit margins. For instance, you may opt to set the cost of a process service at a low price to maintain your hold on market share and prevent other process serving competitors from encroaching on your territory. In these cases, you may be willing to sacrifice profit margins in order to focus on your process serving business competitive pricing. But you must be careful when engaging in an action like this. Although it could be useful for your business, it also could end up crippling your process service company. A good rule of thumb to remember when pricing services is that your clients won’t purchase service of process if you price it too high, but your process serving business won’t be able to cover expenses if you price it too low. Here are 10 different pricing strategies for your small process serving business to consider: As we’ve just identified, project management and strategic, actionable decisions go into setting the price of a your process service. Here are ten different pricing strategies that you should consider as a small process serving business owner.
1. Pricing for market penetration
As a small business owner, you’re likely looking for ways to enter the process serving market so that your services become more well-known. Penetration strategies aim to attract clients, like attorneys, paralegals and law firms by offering lower prices on services than other process servers. For instance, imagine a process server sells a service for $100. You decide to sell the product for $97, even if it means you’re going to take a loss on the sale. Penetration pricing strategies draw attention away from other process serving businesses and can help increase brand awareness and loyalty, which can then lead to long-term contracts. Penetration pricing can also be risky because it can result in an initial loss of income for your process serving business. Over time, however, the increase in awareness can drive profits and help small process service businesses stand out from other process servers. In the long run, after penetrating a market, process serving business owners can increase prices to better reflect the state of the service’s position within the market.
2. Economy pricing
This pricing strategy is a “no-frills” approach that involves minimizing marketing and operational expenses as much as possible. Used by a wide range of businesses, including process servers, economy pricing aims to attract the most price-conscious clients. Because of the lower cost of expenses, process serving companies can set a lower sales price and still turn a slight profit. While economy pricing is incredibly useful for large companies, the technique can be dangerous for small process serving businesses. Because small businesses lack the sales volume of larger companies, they may find it challenging to cut operational costs. Additionally, as a young process serving company, they may not have enough brand awareness to forgo custom branding.
3. Pricing at a premium
With premium pricing, process serving businesses set costs higher because they have a unique service or brand that no one can compete with. You should consider using this strategy if you have a considerable competitive advantage over other process servers and know that you can charge a higher price without being undercut. Because clients need to perceive services as being worth the higher price tag, a process serving business has to work hard to create a perception of value. Along with providing a high-quality service of process, process server business owners should ensure that the consistency of the high value over time, the professionalism and reliability associated with their process service all combine to support the premium price. An example of premium pricing is a PROServer List member who has differentiated himself from other process servers by obtaining the designation of a Certified Process Server and by joining this exclusive group of process servers who all maintain the highest quality of professionalism in the process serving industry.
4. Price skimming
Designed to help businesses maximize sales on new services, price skimming involves setting rates high during the initial phase of a service. The company then lowers prices gradually as competitor services appear on the market. An example of this is seen when a process server is initially the only provider of process service in a certain local area. Once another process server joins the same local market, the process serving business owner gradually lowers his service fees in order to prevent being driven out of the area. One of the benefits of price skimming is that it allows process serving businesses to maximize profits on early adopters before dropping prices to attract more price-sensitive clients. Not only does price skimming help a small business recoup its development costs, it also creates an illusion of quality and exclusivity when you first introduce your service and your process serving business to the marketplace.
5. Psychological pricing
Psychological pricing refers to techniques that marketers use to encourage clients to respond based on emotional impulses, rather than logical ones. For example, setting the price of a process service at $199 is proven to attract more lawyers and paralegals than setting it at $200, even though the actual difference here is quite small. One explanation for this trend is that clients tend to put more attention on the first number on a price tag than the last. The goal of psychology pricing is to increase demand by creating an illusion of enhanced value for your process serving business clients.
6. Bundle pricing
With bundle pricing, small process serving businesses offer multiple services for a lower rate than clients would face if they purchased each item individually. A useful example of this occurs when a process server offers service of process, legal documents filing and skip tracing. When marketing each of these services individually, the price may be higher than if combined as a group. For example, a process serving business may set their fee for process service at $50, filing of paperwork at $75 and skip tracing at $40. At the same time the business may offer a bundle of filing and service at $110 or skip tracing and process service at $70 in order to attract more clients to their process serving business. Not only is bundling services an effective way to increase sales, it can also increase the value perception in the eyes of your clients. Paralegals and attorneys feel as though they’re receiving more bang for their buck. Small process serving business owners should keep in mind that the profits they earn on the higher-value items must make up for the losses they take on the lower-value services.
7. Geographical pricing
If you expand your process serving business across state or national lines, you’ll need to consider geographical pricing. Geographical pricing involves setting a price point based on the location where it’s sold. Another factor in geographical pricing could be basic supply and demand. For instance, imagine you offer service of process in an area where you are the only process server. In this case you may choose to set a higher price point than in another area where you have competition from other process servers.
8. Promotional pricing
Promotional pricing involves offering discounts on a particular service. For instance, you can provide your process service clients with vouchers or coupons that entitle them to a certain percentage off another service, like filing of an affidavit with the court or locating an individual who has moved. Promotional pricing campaigns can be short-term efforts. For instance, you may run a promotional pricing strategy over an extended holiday, like Memorial Day Weekend. By offering these deals as short-term offers, process serving business owners can generate buzz and excitement about a service. Promotional pricing also incentivizes clients to act now before it’s too late. This pricing strategy plays to a client’s fear of missing out.
9. Value pricing
If you notice that sales are declining because of external factors, you may want to consider a value pricing strategy. Value pricing occurs when external factors, like a sharp increase in competition or a recession, force the small process serving business to provide value to its clients in order to maintain sales. This pricing strategy works because clients feel as though they are receiving an excellent “value” for the service of process. The approach recognizes that clients don’t care how much a service costs a company to perform, so long as the client feels they’re getting an excellent value by purchasing it. This pricing strategy could cut into the bottom line, but process serving businesses may find it beneficial to receive “some” profit rather than no profit.
10. Keep track of business revenues
Once you determine the right pricing strategy for your process serving business, your profit margins could increase. You’ll want to make sure you’re using reliable accounting software to keep track of relevant data. Such software makes it easy for you to monitor relevant sales data and manage cash flow in one place. This data allows you to continually evaluate your pricing method so that you can make price changes in real-time, grow your process serving business, and improve your client success.
Author: The Process Server Center | PROServerCENTER is a legal professional organization whose mission is to set a national standard for the process service industry in the United States.
"I lost 80% of my process service clients...", John is telling us his story in a phone call. 
"I drive around every day, leaving cards at law firm offices, wasting gas and all, and then nothing, absolutely nothing! I don't hear back from them! What am I doing wrong?" Frantic calls like this one are an almost daily routine at the Process Server Center. There are many process servers like John who have lost a large percentage of their process service clients and they all need help. We tell John that he is not doing anything wrong. But there is a huge difference between not doing anything wrong and not doing the right thing to help your process service business, particularly during hard times.
Process servers belong to the service providers industry that has been hit particularly hard by the current pandemic. According to a survey by the National Federation of Independent Businesses, conducted in August 2020, 21% of business owners say they will permanently shut down if the economy does not improve within the next six months.
As a process service professional, you servers need to acquire multiple revenue streams to weaken the financial risk, given today’s economy. It is also critical to operate with the right mindset about one’s work. You are the absolute proprietor of your own labor, and particularly during these hard times, it is important that you see yourself as the owner of your own professional process service firm. Your name, reputation and brand are inseparably tied to your process service quality and professionalism. As the CEO of Process Server, Inc., the following are four quick, yet effective ways process servers may use in order to acquire new clients: 1. Connect to a hidden job market Many process servers regularly mail out, email or drop off business cards and brochures to paralegals, attorneys and other legal professional. Unfortunately, this marketing approach rarely works. Process servers who randomly send introduction letters are at a huge disadvantage. Small and particularly large law firms are also going through the current difficult times, many working remotely or with limited resources. Lawyers and paralegals struggle to find time to review the cards and brochures process servers send them, and instead opt to merely discard the majority of the all-too-popular time-wasters in a digital (or literal) trash can. A better approach for process servers is to tap into undisclosed opportunities by instead speaking with social-media contacts, business associates, friends, family members and people who are already in your existing personal and professional circles. Networking is a powerful tool for finding new business opportunities or expanding your current process service customers. In addition to law firms who do not have a process server and are actively searching for one, the majority of process servers clients actually come from customers who are not satisfied with the quality their current process servers provide. Unlike the open and active customers who sometimes even advertise openings for process servers, the hidden ones represent a much larger approach in acquiring a new process server. In fact, a LinkedIn poll from the end of 2020 found that unposted or hidden opportunities represent 75% of all new service industry opportunities. Leveraging this hidden market through networking makes it more likely you will find new customers for your process service business.
2. Touch base with past clients
If you are like most small process service businesses, the bulk of your revenue comes from a few clients while the rest only provide infrequent work or one-off projects. The 80/20 rule says that 80% of the effects (i.e., revenue) come from 20% of causes (customers). Because of this, there is a natural temptation among process servers to ignore past clients who did not previously provide consistent cash flow. However, times and circumstances change. Remember, decision-makers are also routinely replaced and hidden opportunities to grow your process service business are abundant if you know how to hustle for them. There is a popular saying in marketing that goes like this: “The money is in the list.” That is an email list. Do some digging in your inbox or process server software and create a mailing list that allows you to touch base with former clients and associates. Remind them of who you are and what services you offer. It only takes one or two resurrected accounts — in addition to current clients, of course — to create a new pipeline of work that will keep you busy year-round. When reaching out, personalize your email and show what you have done for similar clients in the past. Focus on what differentiates you from other local process servers: consistency in quality, excellent turn around time, additional education, industry designations like PROServer. Since former customers have paid you once, assuming they had a positive experience, they will be more likely to pay you for your services again. Slowly but surely, some of your past clients will come back or remember your process service business when an associate asks them for a referral.
3. Fight for strategic accounts
As a process server, it is a good idea to separate regular clients from potential high-value clients, like large law firms, government agencies and nationwide process service management companies. High-value targets are ones that make you very profitable, have a large volume of process service and if they are the right one, then they are also easy to work with. In contrast, struggling process service solopreneurs work with low-margin accounts which often supply more in the way of migraines than actual revenue. Bad customers imprison service professionals in a cycle of service-to-service dependency, as they are unable to devote enough time to landing more lucrative accounts.
4. Stay connected with decision-makers In many cases, it is a matter of timing. You may have a shot at landing a lucrative large law firm client but just not right now. Paralegals with whom you have built a relationship routinely go on maternity (or paternity) leave or vacations, attend weddings or come down with an untimely illness — any number of things, really. By constantly networking with decision-makers, you can be first in line when decision makers change. A hidden opportunity to grab this new large process service client may just be around the corner. With social media, connecting with decision-makers is more convenient than ever. As a process server, it is never a bad idea to become well-acquainted with popular networking sites like LinkedIn or Facebook, which allow users to connect with high-value prospects, as well as join relevant industry groups like the exclusive PROServer List. LinkedIn is the top choice of social media platform for legal professionals of all sizes, large or small. Join LinkedIn as a process server and also join process server groups, like the PROServer Center. Or join process servers Facebook community groups, like PROServer Center. But don't just join and browse and waste your valuable time as a process server solopreneur. Make your voice be heard, be an active participant and provide regular value. The more fellow entrepreneurs, paralegals, lawyers, managers within your industry view your profile and the expertise you readily share as a process server, the greater the chance you will be considered as their preferred process server. And isn't that the ultimate goal of most process servers, all of whom are chasing a limited number of clients. Yes, putting in the effort to be top-of-mind can seem daunting, but not everything you do has to have an immediate return. Being predominant with legal industry decision-makers can lead to securing a contract or landing that large new law firm as a client when a business or online acquaintance is suddenly in need of the process service you offer, even if your relationship may not seem very strong at the time. Will each of the above methods immediately lead to a constant influx of new, exciting work for all process servers? If that is your expectation, prepare for a letdown. What is more likely to happen, instead, is that one or two of the people you have networked with will at least give you a shot and choose you as their preferred process server. From there, it is your job to keep your new client satisfied. Really satisfied! Fortunately, your growing process service business bank balance will be proof of the right, targeted effort!
Author: Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
Is it possible to start a process service business with no money? It is not easy, but for certain type of businesses like process service, the answer is yes, and here is how it is done.
Process service is one of these service businesses where in most cases, you spend money only when you make money. What it means is that if you have organized your business frugally (you have not rented an outside office and have not hired an office assistant before you have even served one process), then you spend money only when a client hires you to deliver legal documents. The "secret" to launching your process service business with little or no money is to get creative and be determined. Contrary to the cliché, it does not always "take money to make money." There are plenty of process service business owners who started their businesses with little or no cash. Here are 11 strategies that work to start a process service business without capital: 1. Recognize and Use the Assets You Have as a Process Server If you are reading this article, chances are you have little or no cash to invest in a business. But you do have assets and abilities that you can use to get a process service business started. Most likely you already have skills and knowledge that would help you launch your process service business. Perhaps you are a retired law enforcement officer, a former military, have worked as a courier or even a delivery guy. Many skills you have developed while working other jobs could be applied and used as assets when starting your process service business. Using those skills and assets - in other words, using what you already have – is the key to getting your process service business started when you have little or no money. Begin by making a list of things you already know how to do, are good at doing and like doing that are related to process service. Do not limit this initial list. List even the simplest tasks like delivering pizza or mail, as well as more difficult or skilled things like analyzing financial data or creating software. Next, think about the physical things and money you do have that could be used in your process service business. For instance, if you are reading this page on a computer or a mobile device that you own, you already have a piece of equipment that you can use to get your process service business started. You can use your word processor (or other software if you have it) to keep track of your services or prepare affidavits of service or even write up promotional materials and distribute them by email to paralegals or attorneys who want information about your services. If you have an inkjet or laser printer, you can print some of your initial promotional materials in very small quantities. Once you know what works and want to print, say 100 copies, it may be cheaper to have a local UPS or Staples or an online printer run them off for you. Your smartphone can be used to create snapshots or videos to publicize your process service business to people you know on Instagram or other social media platforms. And if you own a reliable vehicle, then you already have one of the most important physical assets to launch your process service business, particularly if you do not live in a metropolitan area with regular and reliable public transportation. 2. Make Money by Saving Time While Launching Your Process Service Startup To increase your chances of success with your business, consider getting proper process server training through online or in-person programs. Your investment in such programs ensures that you have the right skills and knowledge to serve legal documents in the most efficient way and cut time spent per service. Why do things the hard way, particularly if you have little or no money to invest in your process service business? Wasting time while attempting to serve a respondent or getting affidavits ready translates into wasting money. The better equipped you are, the more efficient you become and the more money you will make as a process server. Learning and acquiring process service know-how teaches you to pay attention and minimize spending. It also helps you keep business costs down once you get your process service business going. 3. Work as a Process Server from Home Many process servers complain that they are struggling to make ends meet, even though they have clients and they regularly serve legal documents. While the reasons behind this could be many, one key expense may be pulling you down and preventing you from seeing that profit. Renting office or retail space for your process service business is expensive and most times unnecessary. It is something you may want or need to do once you grow the business in the future and have solid savings in your business account. But when you are just starting out as a process server, find a way to work from home. If you work from home as a process server, your business will not need money for rent, utilities, and office furniture. 4. Conserve Your Cash as a Process Server Yes, a faster computer might be nice. Or a new desk, a better camera, an expensive software package or cloud service. But make do with what you have and look for the lowest cost options for anything you need to acquire until you start bringing in paying customers for your process service business. Conserve cash by organizing your day better and being more efficient when setting your routine. Most legal documents need service attempts during the day if the address given is a business, or early in the morning or later in the evening if the address is a residence. In addition to making attempts to deliver the documents, process servers also need to dedicate time to prepare affidavits, to update their clients on the status of the services, to market themselves and in general, to run their business. Many process servers start making attempts early in the morning and work on their office work in the evenings. Such repetitive routine leads to deadlines being missed, affidavits and invoices being delayed, and ultimately leads to poor business outcomes. Instead, consider alternating your daily routine, where you work on your office and business duties in the morning, then begin attempts toward service at noon. Follow that with attempts early in the morning and office work in the afternoon the next day. Alternating your daily routine increases your due diligence toward service, maximizes your chances to catch a respondent home while it ensures that your office, marketing and business duties will not be neglected. 5. Use Free and Low-Cost Marketing Techniques There are dozens of free and low-cost ways to market your process service business. Learn them and implement them before you start spending money on paid advertising via Google or any other search engines. Using free promotional strategies at first will help you gauge your marketing goals better, and it will help you start to understand what attracts or what motivates your customers to try your process services. Consider joining state and nationwide process service organizations and directories like PROServer list where competition for your local area is low due to its exclusivity which allows only three process servers to be included in each county served. 6. Do All the Process Service Work Yourself at First Rely on your own sweat equity to start a process service business with no money. Expect long days and the need to learn how to do things you have not done before, such as marketing, selling, accounting or even building a website. You can learn how to do some of these tasks for free by searching the web or YouTube for “How to…” followed by the skill you need help with. Consider serving all legal documents yourself and hold off on hiring another process server until you have a good amount saved in your business account. Doing all these tasks yourself at first saves you money and will also help you understand what type of skills each activity requires when the business is making enough profit to hire office or process service help. 7. Start Simple Your dream might include a pretty big process service business offering a wide variety of products and services and serving large-volume accounts, but for now, keep it simple. Focus on serving process and take excellent care of each and every client who trusts you with their legal documents. Build your customer base and later branch out into other products and services. One of the most expensive parts of running a process service business is acquiring customers. If you gain their trust with one service now, selling another one or attracting a new customer will become much easy. 8. Work for Somebody Else Although they may not admit it, most process service business owners became entrepreneurs thinking they knew more than what they did. In fact, many process servers fail because the person was ill-equipped to build a successful business. Before you start your own process service business, make sure to complete what we call the 2 Factor Success Tools: know-how and field training. Know-how training builds your skills and knowledge necessary to build an efficient and successful process service business. Field training involves practical training of your know-how skills while attempting to serve legal documents. Working for someone else allows you to practice your process service skills while continuing to learn from other process servers' past experience. As a process server working for an agency, you will also gain insider knowledge of the industry that is valuable to the success of your own process service business. 9. Use Free Services The Internet is full of high quality services you can use for free while launching and growing your process service business. Mailchimp is a powerful e-mail marketing platform that is free for the first 2,000 e-mail addresses. Wufoo allows you to make online forms, and although Facebook and other social media platforms will not put your ad in front of large amounts of people unless you pay, you can still gain some traction by telling people about your process service business or by joining Facebook groups and communities. There are also freelance platforms like Fiverr, Elance, and Upwork that have quality freelancers willing to help with logo and web design, and another service for cheap. You could get a logo made for $5! 10. Hustle! Finally, go into your process service business endeavor with a hustling mindset. Be ready to do anything legal and ethical to get your business off the ground. Do not like cold calling? Do it anyway! Not a graphic designer? You can find templates online for just about anything. Do not want to do any free work? It might be worth it to get your name out there. If you do not have the money to pay for services, you have to do them yourself or find somebody who can and will do it for free. Do not let a lack of funds discourage you from starting your process service business. You may have to work harder than someone with more financial resources, and it may take longer. But resourcefulness, creativity, hustle, and determination are often better predictors of success than money!
Author: Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
One of the top questions process servers ask is how to get new clients and grow their process service business. It is also one of the major challenges both new and experienced process servers face. 
As a business, process service is a low-margin business, where service fees are usually set very close to the price or expense necessary to complete the actual process service. In order to stay profitable and be successful in the long run, process service businesses must sell a greater number of service of process, i.e. deliver more legal documents. To achieve that great number of services, process servers must attract a great number of clients with single or small volume of services or a smaller number of clients with a high volume of legal documents to be served.
Attracting and retaining clients is a constant effort for process servers in the United States. In addition to fulfilling their main duties to deliver legal documents, to locate defendants, to complete and file affidavits on time, to manage the administrative and financial side of their businesses, process servers must exercise regular effort to attract new clients. In today's world of technological advances, many process servers turn to email in order to market their services to potential paralegals, attorneys and law firms. Understanding their clients and being able to offer them the kind of process service they seek is key to whether a client actually responds and engages back when a process server initiates contact via email. Being persuasive over email is very important to whether a process server actually lands enough clients in order to boost the profitability of his/her process service business.
In general, most people have mixed feelings about email. On one hand, email allows us to instantly communicate with people much more efficiently. On the other, email can be incredibly overwhelming. One recent study, for example, found that the average U.S. worker spends nearly six hours each day checking their email!
The fact that email is a text-based form of communication is both its biggest asset and its greatest drawback. Unlike having a face-to-face conversation with an in-person human being, email is a blank slate. Though we can get our words across, it is harder to convey our tone of voice and the nonverbal cues that are a critical component of constructive communication. This makes email a very efficient communications tool for process servers, but also one that leaves a minefield of potential miscommunications and lost opportunities.
In business, most emails are a form of negotiation. When process servers send emails to potential clients, they are asking these clients to read their message and respond in a certain way or take a certain action within a specific time frame. The result process servers are hoping to achieve is to convince these potential clients to try their services and ultimately become their go-to process server. To help you get better results when using email as a tool to attract new clients for your process service business, here are six tips that can help you be more persuasive:
1. Know the Best Ways to Use Email When it comes to attracting clients, your goal should always be to get them to speak to you in person or, in the COVID-19 era, at least over the phone or on Zoom. That said, process servers can use email to support and amplify verbal communications efforts by:
2. Do You See What They See? Before you hit the reply button, take a moment to think about the person who is going to be reading your message and what you know about them. Is this person a paralegal who is under much pressure from his/her attorneys? Or is it a solo lawyer who hardly has time to take care of his/her clients? What’s happened to them in the past week? What factors might be affecting their mood? Is it impossible for them to be mad about something else while they are reading your email? If you have encountered this person before as a process server, you probably have an idea of their preferred communication style and a rough sense of their daily routine. Use this knowledge to form your communication strategy and try to add some personal relevance to your email in order to connect on a deeper level. If you do not have a history to draw from, use what limited information you have to conduct a Downplay ™ to address the negatives the other side might be harboring. Then use Actionable Empathy™ throughout your message to make sure they know you see things from their perspective. 3. Keep It Short When you are trying to attract new clients for your process service business and you approach them via email for the first time, think of email as playing a virtual game of chess. Would you lay out your next seven moves for your opponent on your first turn? When you do not have a live audience to answer or interject, it is easy to get carried away and forget about the back-and-forth nature of communication required to build trust-based influence. The paralegal or attorney you are trying to entice to try your process service do not know you, your experience or background. Limit the information you share and incorporate questions, as they invite your potential process service clients to reply back. To keep your cadence and expectations reasonable, limit yourself to two questions per email. If you are sending a 2,200-word email filled with 17 new concepts and eight questions, do not be surprised if the clients you are trying to engage for your process service business never respond. 4. Consider Timing Every form of communication comes with its own invisible clock. Waiting a couple of hours or even days to respond to an email is perfectly reasonable, less so for texting, and ridiculous to even fathom for in-person conversations. These unspoken rules are helpful to keep in mind when you are trying to grow your process service business for a couple of reasons. First, remember that you do not have to respond to an email immediately. If you receive a message that makes your blood boil, resist the urge to respond on impulse. Wait until your emotions settle down and you are once again governed by logic. Second, remember that these social expectations are not guarantees. Everyone has their own timing expectations and set of priorities. To make sure you and your potential clients remain loyal to the same timeline, and interpret words, like urgent and delayed the same way, use Responsive Questions™ that address how and when you are going to connect again. For example, when you are preparing a message for a new process service client, ask them, "What’s the best time to follow up? Is Friday too late? Is the end of the month good after your deadline?" By asking these kinds of questions, you will foster buy-in and increase the chances the other side follows through on their word. 5. Use Email Softeners Here is a little-known trade secret that will ensure your emails are not received in a hostile or aggressive tone. Write your email and make sure you consider all of the tips offered in this article. Then go back and add email softeners like "I’m sorry" and "I’m afraid", wherever they fit. Your process service clients will never read the tone of the email the way you would like them to. Give your email a friendly and welcoming nature by taking the time to add in specific words and punctuation that support this effort. Lacking these crucial elements means your emails will have a cold tenor at best and, far too often, they will even have a harsh tone that will work against you. For positive or even neutral emails, exclamation points are great way to express energy. Sentences that end in a period will likely be received as flat and cold, even when the tone you heard in your head was upbeat.
6. Do Not Underestimate Subject Lines and Sign-Offs
Most people see subject lines and sign-offs as throwaway parts of an email rather than vital pieces of digital real estate. When you are composing messages and hoping to attract more clients for your process service business, think about a subject line as your first impression and your first chance to win your client’s attention. When people open their inbox, they scan subject lines and mentally prioritize their emails before figuring out which messages to click. If you are using email as a mechanism to spark a quick decision or ignite a conversation after a period of silence, no-oriented questions can make effective subject lines. They warrant a response to set the record straight. "Have we missed our opportunity?" "Is it too late to sit down at the table? " If subject lines are first impressions to attract paralegals and attorneys for your process service business, sign-offs are your last opportunity to communicate tone and intent. Well-executed sign-offs can ensure your message carries the intended weight of your email. Instead of using a standard sign-off, label how you would like to be perceived. Simply signing an email with phrases like "Very humbly" and "With all sincerity" may help you drive home your intention and earn you the benefit of the doubt.
Process service seems an easy business to run. Yet similar to any other small business there are many parts that need your attention constantly, and building and maintaining your client base is a very important part of your success. Learning how to properly craft messages to attract new clients and how to organize your email messages is crucial to how your potential clients respond to your messages and whether they accept your invitation to try serving legal documents with your process service business.
Author: Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
Can a perfectly executed service of legal documents, known as process, go wrong? 
Mary, a paralegal from ABC Law firm in Texas, retained John, a process server in the state of New York, to serve a set of legal documents on a defendant (all names in this story are fictitious). When Mary first approached John about process service, she called him on the phone number listed and asked him how much he charged for a routine service in his local area. John provided the information, and Mary emailed him the legal documents with the name and address of the defendant to be served. John diligently recorded the information about the service and began making attempts. Before long, the process server was able to catch the son of the defendant at the given residential address and completed the service as a service on a suitable age person. John duly prepared the affidavit of service and sent it back to the paralegal. When Mary saw the end result, she was very unhappy. The legal documents were not correctly served.
So what really went wrong with this perfectly executed service of process?
The legal documents in this case were filed in the state of Texas. As such, the originating court rules apply and the method of service under Texas law requires a personal only service on the defendant. John closely followed the rules of the state of New York which allow service on a suitable age person in addition to personally serving the defendant. Both Mary and John neglected to communicate about the specifics of the documents and the allowed methods of service based on the originating court and the type of documents served. Mary had to ask John to make attempts toward personally serving the defendant again. The defendant avoided service, and John had to prepare an affidavit of attempted service showing all attempts made to personally serve the defendant. Mary obtained a court order to serve the documents by a substitute service and John had to attempt yet again in order to serve the same legal documents. A simple service of process became long and costly. Both Mary and John felt frustrated.
What happened with John and Mary is not an isolated incident. Just because process service is simple, it does not mean it is easy... A nationwide survey, conducted by the Process Server Center, shows that more than 87% of process servers struggle to retain their clients in the long-run, while 89% of legal professionals are ready to change their process server.
Among legal professionals, process service is often associated with headaches! What usually happens is that either you or your legal team spend valuable time chasing process servers to check on the status of legal documents being served or to obtain a completed affidavit on time for a court hearing. Even when filed with the court, a defendant may still appear and challenge the sufficiency of the service or the veracity of the return. Your headaches from improper service of process are mounting and your legal team spends valuable resources to ensure compliance and due diligence. Among process servers, service of process is also associated with frustrations! Most of the time clients provide very scarce information when contacting a process server for a new job. The information a client usually seeks is how much a process server would charge for serving legal documents in his/her area. Hardly any further details are provided, such as originating court, type of legal documents, methods of service allowed by the court. It is rare that a client would offer any other information pertaining to the person to be served, such as when he/she is usually home; does he work?; how is the address verified? Lack of information provided by the client and lack of details oftentimes lead to incorrect service of process or unnecessary attempts without proper due diligence, similar to what happened with Mary and John.
How can paralegals, legal professionals and process service managers ensure proper service of process?
Every successful process service must start with thorough information gathering prior to making attempts to deliver the legal documents. In order to ensure correct and timely process service and avoid unnecessary delays, expenses and frustration, paralegals and process servers must communicate the information necessary for the successful completion of every process service. 
In our example here, Mary should have provided John with clear instructions on how the legal documents should have been served. If Mary failed to do that, John should have asked her about the permissible methods of service prior to making any attempts to serve the legal documents on the son of the defendant.
Paralegals, legal professionals and any client sending legal documents to a process server must:
Next time Mary has a legal document she needs served, she will provide the following information to the process server: * name and address of the person being served * methods of service allowed by the originating court * legal deadlines as prescribed by the court to deliver the legal documents * additional information about the defendant, if known: does the person live alone? is he/she working? when is he/she usually home?
At the same time it is the process server's responsibility to gather as much information as possible about a service prior to beginning his/her attempts. When accepting legal documents from a client, a process server must:
To help paralegals and process servers, like Mary and John, the Process Server Center has developed the Process Server Questionnaire, offered as part of the process service Toolbox. It is a fillable form that can be used every time a paralegal sends out service of process. It contains all the necessary information a process server must have before making attempts. Using the fillable Process Server Questionnaire paralegals and legal professional can:
Author: Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
If you are just starting your process serving business or trying to build your volume during these difficult times, most likely you do not have much money to put behind launching and scaling as a business. What you may lack in financial resources to grow your process service volume, you may make up for in mastering knowledge that you could use to become your own marketing department. Here is what Jean Ashcroft, a process server in Austin, TX is saying about her experience:
"What I lacked in financial resources, I decided to spend time learning social media strategy and PR. I even researched other businesses, both local and large process serving agencies. I reviewed different process server associations and what each offered to get more work as a process server. I also enrolled in the one-on-one session with the Process Server Center, and they helped me build a master plan of how to use viral tactics and customer satisfaction to level up and expand my process service business, all for free. Over the past six months, I've worked with hundreds of clients without spending a dollar on advertising or marketing thanks to the great ideas on how to build my process serving business that I got from the Process Server Center..." Following the feedback we received from Jean, we decided to share the tips we gave her with all process servers. Here is exactly how Jean Ashcroft succeeded to build her process service volume in six months:
1. Build a Personal Brand as a Process Server
When you first start a process service business, a lot of trouble in getting new customers lies in paralegals, attorneys and other clients needing to trust you, especially when you are the one providing the service to them. That is why turning to your personal brand as a process server, which may consist of a few months of serving legal documents to years of experience allows any potential clients to get to know you as a professional in process serving. If you are a new process server, perhaps you can highlight your prior law enforcement experience or your training and knowledge of process service. If you are an experienced one, you may use your track record of successfully delivering process, finding defendants who have moved to a new location or delivering the documents to a respondent who has avoided being served several times. Allowing potential clients to get to know her helped Jean Ashcroft emphasize on what made her stand apart from other process servers, and ultimately bring her new clients. Every process server or process server agency needs a personal brand. Start by understanding your value, skills, story and your background and experience in process serving. Then communicate that consistently across multiple platforms, starting with a website and one to two social media channels. Paralegals and attorneys have repeatedly shared with the Process Server Center that they like to do business with process servers they can trust and know. That is why your personal brand as a process server will help attract new clients who might be wary of taking a chance on a process service business they just discovered.
2. Do Your Own Process Serving Agency PR
"Getting featured in news articles across legal journals and bar associations newsletters helped me bring in new clients on a monthly basis. I never hired a PR firm and instead found ways to pitch myself", shares Jean. Upon our suggestion she started out by researching and creating a long list of outlets she wanted to be featured on, and then learned what kind of stories they like to focus on. Then Jean adjusted her pitches to each of these outlets, carefully crafting them to share her experience in process service and how she has helped clients deliver legal documents to particularly hard-to-serve defendants. Finally, Jean followed up with them, many times, to get feedback and eventually get featured. Create a wish list of places you would like to be featured on as a process server, then do your research and craft a pitch that is relevant to what their audience will care about and what will make a good story for them to run with. You can also use tools like Help a Reporter Out (which is free) to get an understanding of what reporters are looking for from sources. 
3. Provide Free Value as a Process Server
Most process servers are eager to increase their volume of process service, build their business and make money. Even new servers, just starting out, are eager to quickly grow their volume of work, and one of the most frequently asked questions among process servers is "How do I find more work?" Perhaps the focus, too often seen, is on the growing of your process service business rather than on asking yourself the question of what constant value do I bring to my clients. When she first approached us for an online consultation, Jean Ashcroft shared that "although I was eager to make money when I started my process service business, I realized that I also needed to create constant value for my clients." Upon our recommendation, Jean began offering a few free services to each new client in order to entice them to switch from their previous process servers. She also improved her organization by utilizing a new software for managing her process services. Jean also resolved internal issues that delayed the execution of affidavits. While doing all this, she made sure to let her clients know about the recent improvements or changes highlighting how they would help with the smooth service of process and ultimately benefit paralegals, attorneys and law firms. The recommendations shown above would help you build and maintain credibility for your process service business and add to the overall value for your clients. In addition to the services your offer as a process server, create at least one way to share free value with your clients. Consider a blog on your process service website, an article shared with an online publication, an active participation in Facebook and LinkedIn groups or other marketing materials that will not cost you anything, and will give so much to your existing and prospective clients.
4. Tap into Social Media Geared Toward Process Serving
Social media can be a powerful free avenue of finding new clients for your process serving business. Every chance you use to build credibility, to allow your clients and peers to get to know you, to showcase your background or your many years of successful process service, all of these would help both new and experienced process servers reach and connect with more potential clients. Join as many social media groups, pages and platforms as you can. Dedicate at least half an hour each day to visiting and actively participating in these groups. Let your voice be heard and let other servers or clients hear about you. Move from being unknown to someone who others are now getting to know. With perseverance and patience, such daily actions would lead to more and more people "knowing" you. Try and add value when interacting with others and both peers and clients will begin to recognize you as an authority in the process serving industry.
5. Keep Process Service Industry Friends Close
"When I was first starting out, I spent a lot of my free time finding people within the process service industry I could network with", shares Jean. Most process servers do not necessarily have a budget for ads or marketing. Therefore, word of mouth referrals can be a big way to gain new customers as a process server at any stage of your business. Do not shy to send cold emails not only to paralegals and attorneys, but also to your peers. Introduce yourself and the process services you offer, the areas you cover. Let other process servers learn about you, your background, how they can benefit of getting to know you. Do not forget to reach out and interact with other process servers using the social media platforms discussed above. Help them as much as you can, send them business and ask to help them with their business. Make yourself available and show other process servers that you are available and reliable to them. Taking these steps is a great way of building relationship with people who also interact with your "audience" like attorneys, paralegals and law firms. Establishing such peer relationships would definitely help you reach out clients indirectly and create opportunities to gain new clients on a regular basis. Research who else in the process service industry your clients often interact with or buy from. National association, state associations, online directories and of course, the exclusive directory PROServerLIST that helps legal professionals find process servers the easy way. All of these are platforms for opportunities to find, reach out and connect with potential clients. This can significantly help you build your process service business and get more referrals.
6. Create Superfan Clients of Your Process Service Business
A few weeks after implementing our team's recommendations, Jean shared that "I prioritized over-delivering for my clients to ensure they were happy with my process service." Making sure your clients are happy with your service of process, from the initial phone call or email to the successful delivery or filing of affidavits of service, taking excellent care of each of your clients helps process servers create "super-fan" clients who would share your contact information with their peers and networks, and also be happy to act as a good referral to your process service business. First focus on providing the best service of process, then when they are happy with your work, ask your clients to share your contact information with other legal professional. Be ready to also offer them a free service (like a check-up phone call) if they brought in a new client. Think about how you can encourage past super-fan clients who enjoyed your process service or working with you to become ambassadors who help bring in new process serving business. Finally, always remember that you can be successful as a process server without having a big budget to spend on bringing in new business. You just have to have a strong strategy and think outside of the box. Tap into skills you already have, continue to learn through online classes and join social media platforms. Learn how to be your own master marketer, so you can use different avenues to spread the word and grow your process serving business.
Author: Brani Andreev, MBA, is an expert in nationwide management of process service, consultant, speaker, and developer of the breakthrough Management Model of the 4Ps™ that ensures the consistent quality of process service.
Do you know that most people who think they are good listeners underperform? By as much as 60 percent? In fact, it turns out that overconfidence actually impedes your success whether you are interacting with your clients, other process servers or the people you are trying to serve. Being too confident actually prevents you from truly understanding what motivates the other side. This, in turn, stops you from being able to use Actionable Empathy™ to get the outcomes you are looking for as a process server or even in your personal relationships.
Truth be told, nothing puts a relationship in jeopardy faster than poor listening skills. It does not matter whether you are talking to another process server, your client, a defendant in a case or your family. People simply do not take a long time to estimate your commitment to listening, particularly since a good deal of communication is nonverbal and wrapped up in physical syntax and delivery. Suffice it to say it is not easy to convince someone you are actually listening when in fact you are not.
So why do most people who think they are good listeners underperform? It is because most do not have the communication skills to recognize that there are actually five levels to listening. Experience shows that if you recognize and master better listening skills, you are more likely to:
Let's explore the five levels of listening and see how they help you get more clients for your process service business, grow it, and find that defendant who is avoiding service:
Level 1: Listening for the Substance: The first level of listening is intermittent listening. What it means is that you are simply listening long enough to get the substance or essence or the main point of what the other side is saying. When you are talking to a new client who just called you and wants legal documents delivered, and you think you have got the basic idea, your ears shut off and refocus on your internal voice, which is formulating a reaction based on your worldview. Though you might not even recognize that you have shut the other side off and actually articulate this reaction, you are engaged in an internal dialogue about how what is being said does not line up with your logic. While "talking to yourself" at the same time when your new client is giving you more information about the process service he needs done, you have just missed out on some very important instructions on how the client expects you to serve the defendant. Level 2: Listening to Rebut: During this next level of listening, you are still not practicing active listening. In fact, you are listening to rebut. This is the stage at which you listen long enough to understand the incoming message until it hits the trigger (i.e., something in the statement or phrase that you can argue against or rebut). Imagine you are talking to another process server from another state who has just sent you a service, and he is trying to explain to you why he needs the respondent personally only served. You interrupt him and are eager to tell him why you feel he is wrong. When you hear a trigger, you just wait for the other side to shut up for long enough so you can tell them why their position is faulty and, by extension, how much smarter you are than they are. These enthusiastic replies undermine communication and the entire relationship. Interjecting with a quick response is a clear indication that you are not listening. How could you be? At this level, you are actually focusing on your agenda at the expense of theirs, and it is, for the most part, obvious to the other side. Level 3: Listening for Logic: The third level of listening involves using inference to try to pin down the internal logic of what is being said, if such logic exists. If this is the other side’s point of view, their conclusion, or their judgment, why does it make sense to them? It is the first step toward truly understanding whom you are actually speaking with. During this level of listening you are paying more attention to what the person who just answered the door is attempting to tell you. Is she trying to say that her spouse is not at home right now while impatiently holding a baby in her hands? Is she ready to move inside and close the door on you before you have asked her when he might be home so that you can deliver the legal documents to him and successfully complete the process service? Level 4: Listening for Emotion: At the fourth level of listening, you are listening for any emotions or issues that may be driving their argument. You are standing at the door of that yellow house for a third time this week, and you are hoping to finally find the person you are looking for to deliver the service of process. You feel lucky this time, lights are all on inside the house and you hear people talking inside, a small child crying loud. These emotions or issues may or may not make sense to you. But at this level, you recognize their significance as the other side may be in a stressful situation if the small child needs their attention. The door suddenly opens and you find a very angry man staring at you. When it is your turn to speak, you might decide to use Labels (See https://www.theprocessservercenter.com/serve-like-fbi-agent.html) to identify the unstated emotions or issues you believe are influencing what they have to say. Here is another situation, this one involving a very satisfied client who gives you an energetic compliment about that successful process service you have just done, you might say something like this: "It seems like you’re very pleased with the outcome of your service of process ...", in hopes that the other side will reveal additional information and perhaps agree to give you a written review on your Google listing of your process service business. Level 5: Listening for Their Point of View: At this level of listening you become a great listener. It is truly this level where you listen for what the other side’s argument says about who they are in the world, using Actionable Empathy™ to do everything you can to see things from their perspective. This communication skill is how you filter the other person’s emotion and logic through a prism of empathy. It is what you should try to do every time you interact with others, regardless whether it is another process server, a defendant you are trying to find or your client. During this stage of listening it is all about getting beyond the cursory level of understanding to a deeper appreciation of their point of view. If you do not understand where the other person is coming from, you do not really understand them at all, making it that much less likely you will get that new client you are hoping for. If you do not understand the other side, you will never influence them. It’s that simple! Though it is difficult to maintain this level of listening every waking moment of every day, you need to be ready and willing to get here when the situation warrants it. The better your listening skills, the more likely it is that you land this new client with volume process service you have always wanted. |
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