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Lot Renaud
Mid-level Client Relationship Specialist specializing in legal intake and conversion strategy
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About
Sales development/intake specialist in a legal services environment (estate planning/elder law) handling ~150 inbound leads per month and booking ~87 qualified meetings monthly while maintaining a reported ~75% close rate. Built a tracking system to improve intake quality and organization, and leans on referral partnerships (financial planners/CPAs) rather than cold outbound. Earned a Certified Trust and Estate Specialist certificate to better qualify and educate prospects.
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Key Strengths
- Managed ~150 inbound leads/month with structured qualification and intake
- Set ~87 qualified meetings/month (~58% of inbound leads)
- Maintained ~75% close rate by prioritizing lead quality over volume
- Influenced >$500K pipeline per quarter with ~$3K average deal size
- Built and implemented an intake/pipeline tracking system to monitor lead quality and prevent drop-off
- Strong fit-assessment framework (urgency, decision-maker involvement, financial readiness, service alignment)
- Developed referral-driven lead generation via relationships with financial planners and CPAs
- Rapidly learned complex domain via certification and translated it into effective discovery (e.g., identifying blended-family + long-term-care needs)
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