Your Weekly Insight Hub
Welcome back! Here’s your personalized update for the week. Remember, with intention, anything is possible.
CORE FOCUS: Helping people with loss and protecting legacies for generations to come
 
NICHE: Compassionate probate and estate planning legal representation
 
VALUES: Honesty, Good Vibes, Collaboration, Trust, Respect, Communication, Passionate & Helpfulness 
  This Week’s Highlights
A clear snapshot of what’s been accomplished
Meetings:Â
10.20.2025 | Nicole & Lexlee
10.20.2025 | Julie & Lexlee
10.20.2025 | Stacey, Julie & Lexlee ReviewÂ
- Stacey Is Growing Into Leadership
- She received a perfect score on her performance review.
- She’s taking initiative in hiring, onboarding, and community events.
 
- Nicole Needs Support + Structure
- Nicole is overloaded; her caseload must be offloaded (starting with Lost Legacy cases).
- Lexlee is proactively supporting her well-being with a biofeedback sensor and stress-reduction techniques.
 
- Savannah’s Role Needs Re-clarification
- Previously, on a performance improvement plan (PIP), she’s stepping into a new position.
- Specific goals and success metrics need to be outlined to support her transition.
 
- Team Roles Must Be Defined
- There’s a recurring theme of unclear responsibilities.
- Job descriptions (especially for non-billable roles) are a top priority to bring clarity, accountability, and performance alignment.
 
- Client Experience Is a Focus Area
- 30-day check-ins on intake calls are being implemented to improve client engagement.
- Tracking and reporting on intake effectiveness is essential to improve retention and satisfaction.
 
- Referral + Marketing Systems Need Optimization
- A referral recognition plan is being developed to foster loyalty and appreciation.
- A marketing audit is underway to assess the quality of leads.
 
- Capacity + Financial Insight Are Crucial
- There’s a need to assess actual revenue capacity based on billable hours.
- The distinction between flat-fee and billable case handling capacity must be clarified to align team load with financial goals.
- Bruce is being tapped for insights on financial thresholds and team capacity.Â
 
10.21.2025 | Quarterly Strategy Meeting
- CLICK HERE to review the Paquette Scorecard.
- CLICK HERE to review the Paquette Scorecard
10.23.2025 | Nicole, Julie & Lexlee Review
- Nicole’s review was completed.
Project Updates:
- 3rd Quarter Evaluations are scheduled
- Goals set for the 4th quarter for new team members
- Savanna will be offered a lower position as an admin
Next Steps & Action Items
What’s happening next + how to prepare for it
For You/Your Team:
- Stacey to review March and April. No Charge time for Nicole, which equals reviewing mattersÂ
- Stacey to review the current team is at 15 billable per week, and Nicole is at 10 - what is our revenue capacity
- Stacey to ask Bruce what capacity is for flat fee and billable - once we correct SKUsÂ
- Stacey to draft the Goals for Savanna
- Stay focused on 4th Quarter Goals. CLICK HERE
Mind Over Law Team:
- DONE - Send Stacy her finished review and her new 4th quarter excellence Plan
- DONE - Send homework email to Stacey
- DONE - Create job descriptionÂ
- DONE - Send the 4th quarter strategy document to the leadership team
- DONE - Set a meeting with Julie to review job descriptions
- DONE - Schedule a meeting with Stacey to discuss SKUs
Upcoming Meetings:
- 11.04.2025 | Julie & Lexlee | Job Descriptions
- 11.05.2025 | Julie & Lexlee
- 11.05.2025 | Nicole & Lexlee
- 11.05.2025 | Stacey & Lexlee | Discussion on SKUs
- 11.10.2025 | Stacey & Nicole
- 11.17.2025 | Julie & Lexlee
- 11.20.2025 | Monthly Leadership Meeting
- 12.01.2025 | Julie & Lexlee
- 12.01.2025 | Nicole & Lexlee
- 12.08.2025 | Stacey & Lexlee
- 12.15.2025 | Julie & LexleeÂ
- 12.18.2025 | Monthly Leadership Meeting
Strategy Snapshot
A reminder of the bigger picture & alignment with goals
👉 1-3 Year Goals - CLICK HERE to view.
👉 3rd Quarter 2025 Strategies - 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:
- 
Zoom Link: https://us02web.zoom.us/j/6134090453?pwd=b3BMRjl1K3EydlZ4NXJhY01JdlhLUT09 Meeting ID: 613 409 0453 Passcode: Ignite 
