Credibility sets the stage, but your main mission is finding claimants, proving entitlement, and filing claims. Use this checklist to build trust and authority without diverting focus from what truly drives results.
1. Launch a Professional, Straightforward Website
Use Surplus Systems to create a website tailored to the surplus funds industry. Ensure the site is clean, benefit-driven, and has easy-to-find contact information to make connecting simple for claimants.
2. Secure a Domain that Exudes Professionalism
Get your domain through GoDaddy or Namecheap. A custom domain adds authority; skip free platforms or generic URLs.
3. Set Up a Business Email Address for Instant Credibility
Use Google Workspace or Microsoft 365 to create a domain-based email. A professional email address is critical for establishing trust right off the bat.
4. Get a Dedicated Business Phone Line
Opt for Vumber or Google Voice for a separate business line with flexible options. Vumber is ideal for multiple numbers and custom call routing. Record a professional voicemail greeting for a polished client experience.
5. Form a Legal Business Entity for Added Credibility and Protection
Forming an LLC or similar entity with LegalZoom or ZenBusiness boosts legitimacy and protects your personal assets, ensuring you’re seen as a credible, established business.
6. Optional: Consider BBB Accreditation for Extra Trust
If relevant to your audience, BBB accreditation can offer an additional layer of trust. Evaluate if it aligns with your target clientele’s values.
7. Use a Professional Mailing Address
For privacy and professionalism, consider Anytime Mailbox or iPostal1 for a virtual business address. UPS Store is a good option for a physical address if needed. Use this on your website, business cards, and official documents.
8. Create Branded Letterhead and Business Cards
Tools like Canva and Vistaprint allow you to design professional letterhead and business cards that reflect your brand and reinforce trust with claimants.
9. Claim Your Google Business Profile for Local Visibility
Set up a Google Business Profile to appear in local search results. This makes it easier for local claimants to find you and builds online credibility.
Final Focus:
This checklist is here to support, not replace, your core activities of finding and filing claims. Use these steps to establish a credible presence and reinforce the trust that claimants need.
