Your Weekly Insight Hub
Welcome back! Here’s your personalized update for the week. Remember, with intention, anything is possible.
This Week’s Highlights
A clear snapshot of what’s been accomplished
Next Steps & Action Items
What’s happening next + how to prepare for it
For You/Your Team:
Alyson
- Review the marketing proposal from the potential outside marketing vendor and finalize acceptance with Jennifer (by the end of May)
- Get with Yolande to learn how to run the 2026 reports to determine current financial metrics and progress toward goals
- Follow up with Megan regarding the status of keyword/FAQ research for the ideal client avatar and SEO strategy
- Attend the next TLG meeting with Jennifer to participate in discussions about blogging, SEO, and website content
- Follow up with team members (including lawyers, Julia, Yolande, etc.) to collect a running list of frequently asked client questions for use in content and SEO
- Oversee and coordinate the development of the ideal client avatar and related marketing strategies, ensuring all sub-goals are on track for completion by July 31
- Follow up with Demi and Nicole regarding creation of June and July website content; coordinate with Megan on June content draft
- Stretch one of Jennifer’s drafted website blogs into June to ensure content coverage
- Take ownership of increasing 5-star client reviews by 50% each quarter; coordinate with clients (including Kathy, Bob French, Powells, Jason Ball, Conway Cho, and Jennifer’s volunteer contact), and consider involving Astrid for outreach
- Review weekly attorney/paralegal time entries, follow up with anyone not meeting deadlines, and report issues to Jennifer for the weekly agenda
- Review and support Jennifer with finance and admin goals as assignedÂ
Yolande
- Reach out to Kathy to confirm if she will complete the review before the next meeting, and offer to use meeting time to work on it if needed; resend review draft options as needed
- Follow up with all team members to ensure completion of the client sender law firm exercise and update the spreadsheet as needed
- Investigate integration options (including Zapier) for Practice Panther and Zoom calendaring to streamline intake/client info entry; reach out to Michaela for support if needed
- Set a productivity session with Jennifer to review and set billable time/efficiency metrics for each team member
- Send links to attorney/paralegal time entry spreadsheets to Alyson and ensure Alyson has access
- Begin insisting on timely and accurate time entry from all attorneys/paralegals, and escalate to Jennifer if issues persist
Upcoming Meetings:
- 05.27.2026 | Yolande & Lexlee
- 05.28.2026 | Alyson & Lexlee
- 06.11.2026 | Jennifer & Lexlee
- 06.30.2026 | Novak Leadership MeetingÂ
CORE FOCUS:Â Helping good people do better to build healthier, safer communities.
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NICHE:Â Accessible environmental expertiseÂ
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VALUES: Gratitude, Transparency, Growth, Supportive & Creativity
Strategy Snapshot
A reminder of the bigger picture & alignment with goals
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Core Focus, Niche, 10 Year and 2026 Strategy - CLICK HERE to view.
Resources & Links
Winning Teams Dashboard:
To gain access, please follow the instructions below:
- If you already have an account with Kajabi, please​ ​CLICK HERE to log in.​​Â
- Can't remember your password? CLICK HERE to reset your password.
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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.
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Lexlee's Zoom Info:
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Zoom Link: https://us02web.zoom.us/j/6134090453?pwd=b3BMRjl1K3EydlZ4NXJhY01JdlhLUT09
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 Meeting ID: 613 409 0453
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Passcode: Ignite