Melone Hatley, P.C.

Business Development Rep

• Find, vet, and build relationships with professionals who serve people during a family transition, such as financial advisors, CPAs, therapists and counselors, realtors, mortgage lenders, insurance agents, and divorce coaches
• Maintain a current, vetted referral directory for each office
• Conduct regular meetings, lunches, and check-ins with partners, and track every relationship and referral in HubSpot
• Report which partners send business to the firm and which receive referrals from it
• Identify, plan, and attend networking events
• Create CLE and continuing-education sessions and community sponsorships for each market
• Set up educational events with partners and firm attorneys for potential and current clients
• Collaborate with partners and the marketing team on co-branded content and event promotion
• Develop a plan to introduce current and past family law clients to other firm services, starting with estate planning
• Define when and how clients are approached after milestones such as a finalized divorce, custody order, or remarriage
• Work with the CSC sales team and attorneys so cross-sell leads are handed off smoothly and tracked to a retained matter
• Report monthly on referral partner activity, referrals sent and received, cross-sell consults and retentions, and related revenue

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Business Development Specialist