Your Weekly Insight Hub

Welcome back! Here’s your personalized update for the week. Remember, with intention, anything is possible.

MISSION: To provide peace, clarity, and hope

 

VALUES:

1. We Add Value: We are committed to adding meaningful value to the lives of every cllent we serve.

2. We Practice Gratitude: We remain grateful for the opportunities we're given and the lessons we learn - in success and in challenge.

3. We Lead with Honesty: We speak the truth, own our actions, and take full responsibility when we fall short. lntegrly son-negotiable.

4. We Believe in Profit - the Right Way: We define profit as a mutual gain; when two parties voluntarily exchange something they value less for something they value more. True profit benefits everyone involved.

5.We Take Full Responsibility: We do not blame, deflect, or wait to be told. We own our roles, our outcomes, and our impact.

6. We Don't Make Excuses: We face problems head-on and focus on solutions. Excuses have no place in a culture of accountability.

7. We Pursue Our Full Potential: We are always growing, evolving, and pushing past our limits. Complacency is not an option - progress is a core part of who we are.

This Week’s Highlights

A clear snapshot of what’s been accomplished

Meetings:

09.16.2025 | Mandy & Lexlee
  • Defined Mission:
     Mandy’s mission is now “Provide peace, clarity, and hope.”
  • Behavioral Assessments:
     Lexlee will send the link; Mandy will distribute it to her team.
  • Hiring Strategy:
     Mandy is hiring for a client advocate, a non-attorney sales role, and exploring marketing/HR roles. Lexlee will create job target surveys.
  •  Team Structure:
     Roles and responsibilities will be clarified during the next session

Project Updates:

A/R Workflow Optimization

  • Evaluate and streamline accounts receivable processes
  • Identify inefficiencies and implement clear workflows
  • Support reduction in outstanding A/R through goal alignment and accountability

Team Empowerment & Performance Coaching

  • Define KPIs, team goals, and bonus structures that align with firm objectives
  • Deliver coaching sessions focused on personal growth, accountability, and high performance
  • Facilitate team bonding and build a culture of collaboration and ownership

Intake System Revamp

  • Assess and redesign the client intake process for consistency and conversion
  • Explore the strategic hiring of a dedicated sales professional to strengthen front-end performance

Leadership Development

  • Provide leadership coaching tailored for key leaders, including the operations manager
  • Focus on communication, strategic thinking, and confidence-building to foster strong internal leadership

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Distribute the behavioral assessment link to the entire team once received from Lexlee.
  • Email Madison and Clay to inform them about the upcoming job-target surveys.
  • Participate in the job-target surveys alongside her team for alignment.
  • Finalize roles and responsibilities during the upcoming workshop with Breckenridge.
  • Send the team roster (names, emails, positions, supervisors) 

Mind Over Law Team:

  • Send the behavioral assessment link to Mandy for her to send to her team.
  • Create job target surveys for:
    • Client Advocate
    • Client Relations Specialist

Upcoming Meetings:

  • 09.30.2025 - Mandy, Brekenridge & Lexlee

Resources & Links

Winning Teams Dashboard:

To gain access, please follow the instructions below:

 

Mind Over Law App

  • To make it even easier, once your Kajabi account is set up, you can download the Mind Over Law app for easy access on the go!
  • Please​ ​CLICK HERE​​ to download the Kajabi app on the App Store
  • Or​ ​CLICK HERE​​ to download Kajabi on Google Play.

 

Lexlee's Zoom Info:

 

Group Coaching Calls: