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New Law Business Model (NLBM)Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic business consulting, focusing on entrepreneurial development, marketing strategy, and cash flow management. Proficient in utilizing digital collaboration tools and CRM systems to enhance client acquisition and retention.
Highest-signal resume keywords
Business Coaching ExperienceMarketing Strategy DevelopmentCash Flow ManagementCRM ProficiencyClient Acquisition Frameworks
About the role
Key responsibilities & impact- Deliver strategic business consulting and accountability for an assigned roster of estate planning attorneys
- Guide attorneys in implementing New Law business systems and transitioning to recurring-revenue, relationship-based models
- Consult on lead generation, client acquisition, retention, and predictable cash flow
- Track business planners, metric dashboards, cash flow projections, and designated growth benchmarks
- Monitor feedback indicators and performance data to identify friction points and conduct strategic outreach
- Execute roster retention and re-engagement workflows for unscheduled or at-risk members
- Conduct strategic consulting sessions according to each membership tier’s cadence
- Provide asynchronous business support via email and digital platforms within 48 hours
- Document client milestones, metrics, and next steps in the CRM within 24 hours of sessions
- Use newsletters, legal marketing kits, and team training guides to address operational bottlenecks
Requirements
What you’ll need- 3–5 years of professional business coaching or consulting experience
- Heavy emphasis on entrepreneurial development, marketing strategy, and cash flow management
- Financial literacy and comfort interpreting, analyzing, and discussing business performance data and financial metrics
- Deep understanding of small business operations, client acquisition funnels, and retention frameworks
- Proficiency with modern digital workspaces and virtual collaboration tools, including Zoom, Slack, CRM architecture, and project management platforms
- Ability to quickly adopt CRM and project management platforms such as Asana, HubSpot, Zoom, Slack, and Google Workspace
- Proven background in business operations and marketing strategy, including client acquisition, lead generation, and retention fundamentals
- Exceptional organization and self-management skills in a remote environment
- Strong verbal and written communication skills suitable for executive-level coaching and professional collaboration
- Independent business entity for the B2B contract engagement
- Responsibility for own taxes, remote office setup, computer equipment, and professional liability insurance
- Professional workstation and high-speed internet connection
- Computer with at least 16GB RAM
- Legally authorized to work in the United States without restriction or sponsorship
- Must be physically residing and performing the work from within the United States
Benefits
Comp & perks- Access to proprietary software, specialized platforms, and network ecosystems for the duration of the project engagement
- Remote work arrangement
- Flexible roster volume scaled based on capacity and delivery quality
- No corporate employee benefits are provided; contractors provide their own taxes, remote office setup, computer equipment, professional liability insurance, and high-speed internet
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business ConsultingFinancial LiteracyLead GenerationClient RetentionPerformance Data Analysis
Soft Skills
Exceptional OrganizationSelf-ManagementStrong Communication
Tools & Technologies
ZoomSlackAsanaHubSpotGoogle Workspace
Industry Keywords
Estate PlanningB2B Contract EngagementSmall Business OperationsDigital WorkspacesRemote Work