Sunday, May 27, 2012

The Right Tools for the Right Job


There is very little you can do without the right equipment these days.  Now, if you have all the modern “toys”, such as smart phones or a laptop and a wireless printer, that would be the optimum way to go if you are starting on your own without an office, or any employees, as once you start getting a book of clients, you will most likely be on the road throughout most of the day, and the wireless technology that is top of the line is the best way to go.

I have even heard of some servers who operate using a motorcycle, a notebook computer, a wireless printer, and a cell phone.  They are completely mobile, can go anywhere cheaply and don’t have to stop anywhere to pick up their assignments in most instances.  You could receive contact from a client who already has the court documents in their office, and you can tell them to scan and email the court documents to you.  You print out the court documents, and then go right away to serve them.  Now, that doesn’t mean that’s all you need to have a fully functioning business, as at some point you might have someone who still needs to fax something to you, or you may need to copy some documents, or you may need to scan documents yourself.  So, having this additional equipment may be necessary at some point.  But still, as the technology advances, and it is advancing at a rapid pace, it is becoming increasingly easy to quickly and efficiently execute process throughout the country.  So, always remember, if you can afford it, technology is our friend.  Repeat this mantra, “technology is our friend.”

Of course, it is not necessary to have everything up front when first starting out.  Our company began with a single desktop computer, a printer, a fax machine, a cellular phone, a traditional phone, and a functioning automobile.  That was it in the beginning.  But some people think it is necessary to buy every new toy out there and to get the latest and greatest technology.  And I agree, as I have learned that technology is our friend.  There’s nothing wrong with all the “bells and whistles” if you can afford it.  In fact, the most up-to-date computer technology would be wise to invest in as given the rapid pace at which computers become obsolete (usually within three years or less), buying the newest thing is the best thing to do. 

But, even though technology is our friend, if you are just starting out, have a limited amount of finances, or if you have bad credit (something I suggest you repair if you are going operate a business), then just start with the bare minimum and take what you can get just to be able to function.  Then later, when you begin to achieve a level of revenue from the company that allows you to upgrade, or you are required because of the volume of work being received, then that’s when you should assess the need to acquire better systems (management software) and equipment to operate the business.

            If you have no funds to start with, then work with what you have.  And process serving is one of those professions where you could get along without all the “bells and whistles”.  Although it would be difficult, you could probably operate as a process server, without any equipment whatsoever, actually, with the exception of a functioning phone and a moving motor vehicle.  Yes, if you cannot afford even a computer, you could operate a process serving business … at least in the beginning.  It would be difficult and you would not be very competitive, but you could get moving and start obtaining clients, start serving papers, and start making money.  So, there are no excuses.

            Now, provided you have some funds, here is the suggested bare minimum equipment items you should have if you want to have a business in process serving that will bring in clients, look professional, operate competitively, and complete assignments efficiently:



Any computer with internet access

A printer – preferably laser black and white

Fax machine

Cell phone

Desktop copier

A functioning, preferably fuel efficient, vehicle

Basic office supplies – paper, envelopes, staples/stapler, paperclips, pens



Here’s the equipment you should have once you really get going and want to run with or ahead of the pack:



Wifi – to receive assignments or contact by email while you are on the road

Portable printers – to print assignments in your car as you go 

Cell phone - iPhones/Blackberry/smart phone

Copier

A functioning, very fuel efficient, vehicle

Conventional phone line or even an internet phone

A seriously big desk space

Fax machine

Postage meter

Business Cards

Office supplies - paper, envelopes, paperclips, staples, staplers, toner, folders, pens, mailing labels, whiteout, adhesive tape, etc.

High speed scanner

Forms to use for various office tasks – faxing, correspondence, field sheets, maps

Field equipment – binoculars, flashlight, clipboard, pens, note pad, water bottle, contact cards, vehicle phone charger



            There are many other articles and items of equipment and supplies that you might need at one time or another, and the above lists are certainly not all-inclusive, but this should be enough to get you up and running, keep you profitable and competitive, and start you on down the road to running a respectable process serving company.

Wednesday, May 16, 2012

Ten Basic Marketing Steps A Process Server Should Take to Become Successful

You can't serve court documents if you don't have them in your hand.  To that end, one of the first rules of business a process server has to learn is this.  If you don't have a job, then your job becomes finding a job.  More succinctly, you need to market your services.

Here are some very basic steps to take to get you moving, some of which require some capital while others require just a little of your time.

1.  Advertise in the classified section of the local bar association newsletter.

2.  Order some quality business cards and put them in the hands of every court clerk that will take them.  When someone comes into the courthouse to file a lawsuit, they may not already have a process server in mind, and if they ask the clerk, then your card is right there at their fingertips.

3.  Obtain from your local bar association the member mailing list.  This could or could not be a little pricey, but now you have the names and addresses of all the attorneys in town.  Start mailing postcards to those addresses by the hundreds.  Be patient with this, though.  On average it might take sending your postcard to the same attorneys up to five times before they finally contact you. 

4.  You need a website.  Even if it is nothing more than a very basic online brochure of your services, an online presence is critical in the 21st century.

5.  Social Media Networking.  This falls in line with your website.  You may not have a large budget for setting up and driving traffic to your website.  So, a good way to establish a web presence that may also drive traffic toward your website is through the various social media networks such as Facebook, Linked-In, MerchantCircle, and several others.  Make friends and connections anywhere and everywhere you can, but most especially with fellow process servers, private investigators, and attorneys.

6.  Become a member of an industry association.  Membership fees are generally inexpensive, but the networking possibilities for B2B exchange of work with other servers in other locations throughout the state and the nation are golden.

7.  Become a corporate member of a legal secretaries or paralegal's association.  These associations exist throughout the United States and are a perfect opportunity for you to interact one on one with your key client demographic - legal assistants/paralegals.

8.  Sponsor an event with the local bar association.  You'll get exposure as a vendor and you will be amazed at how inexpensive it is to be a sponsor of an event.

9.  If you already have a client or two (or three), nothing works better than word of mouth.  So, first thing, do a superior job for those clients.  Second, take your clients some goodies -- chocolate works very well with legal secretaries -- or take them to lunch.  Show a genuine interest in them, not just as a client, but as a friend.  Remember, you are building a relationship here that could, over the course of many years, develop into a sizable stream of income, as well as the many, many referrals to other potential clients that these one or two clients will provide where they tout your services for you.

10.  Door to door.  Difficult and sometimes daunting, this one does work, but it is truly a numbers game.  The key here is to know that most likely the law firm you are cold-calling or visiting probably already has a process server to whom they are quite loyal.  You're not there to attempt to take the business away from that process server, but to offer to be the "back-up" in case their guy is too busy, sick, or on vacation.  

Tuesday, May 8, 2012

What This Blog Isn't


As an introduction to our newly created blog, I decided I would discuss what this blog isn't about. 


Although the exciting world of process service will be discussed and described in general terms, let it be known that this will not be about how to serve process.  It is not about “tricks of the trade” or how to complete those difficult serves.  It’s not about how to properly complete a return of service.  It’s not about knowing all the rules and regulations regarding civil process.   It’s not about how to become a process server or to teach in any great detail about process serving.

There are plenty of books out there that address the various scenarios, plans, devices, opportunities, and slight of hand for serving civil process.  There are also thousands of experienced process servers in the business, some right there in your home town that will be all to willing to share in their knowledge on how to get the job done.  There are tons of training seminars, schools, online courses, certified instructors, books, codes, rules, and regulations that address how to properly complete returns of service, and how to properly serve court documents in accordance with whatever state or venue of which you are located.


Although there will be plenty of things presented on this blog regarding how to organize, automate,

market, and operate a process serving business and are specific to the daily operations of a process

serving company, as well as some things in here that could be applied to any small business, this is

not the blog that discusses how to get a “deadbeat dad” to open the front door of his dilapidated one-

bedroom apartment.



If that is what you are looking for, this is not the place to find it, as this blog is about creating and

operating a process service company that runs quick, smooth, and clean allowing for greater

profitability, working smarter not harder, and at the same time allowing you to have a life outside of

the business so that the business doesn’t take over your life.  As is true with most all small

businesses, if one is not organized and prepared, one finds oneself not running the business at all,

but rather the business runs you.