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

Meetings: 

12.15.2025 | Julie & Lexlee 

  • Julie's homework email: grief homework 

12.15.2025 | Stacey  & Lexlee

12.18.2025 | Monthly Leadership Meeting

  • Nicole's homework email: Put together checklists for editing processes and workflows, and rework workflows and add checklists within the next week
  • CLICK HERE to access the meeting summary 

12.17.2025 | Interview | Catrina Selesky | Probate & Estate Planning Attorney

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Stacey to send the Indeed login information to Lexlee (and coordinate with Kimberly if access is needed)
  • Julie to complete week 3 homework for personal session, including the loss graph, before the next meeting
  • Stacey to schedule another half-hour training session for Julie to train Emily on consults and quoting probate.
  • Nicole to create a training with examples of tracked errors for the team to identify, once sufficient errors have been collected.
  • Stacey: Meet with Bruce to evaluate the capacity of the team for numbers and report back to Lexlee.
  • Stacey: Send the current budget (with capacity and revenue calculations) to Lexlee.
  • Stacey: Work with Bruce to build two capacity models (hourly and flat fee) and set different goals for each, and continue weekly meetings for strategy.
  • Stacey, Julie, and Nicole: Track time spent running estate plan cases (target 5-10 cases) to establish accurate SKUs for estate planning, using Stacey's baseline as a test model in January.
  • Stacey: Ask Emily if she is updating consult dates when appointments are rescheduled and ensure this is reflected in the tracking form.
  •  

Mind Over Law Team:

  • DONE- Edit the scorecard to include all agreed-upon metrics (billing, tracked, collected, invoiced, leads, cases opened, conversion rate, efficiencies, etc.).
  • DONE- Send the updated scorecard to Jennifer for review and feedback.
  • Send the finalised scorecard to Yolande and instruct her to fill in the data for the last quarter.
  • DONE- Pull out tasks from Jennifer's and Yolandi's timesheets to create an initial list of responsibilities for the new COO/operations role; send to Jennifer.
  • Record a video of the core values exercise and send it to Jennifer.
  • Lexlee and Jennifer: Meet in January to review the responsibilities list and discuss onboarding/project management for the new hire.
  • Send expanded performance review categories to Jennifer

 

Upcoming Meetings:

  • 01.05.2026 | Nicole & Lexlee

  •  01.12.2026 | Julie Paquette + Lexlee

  •  01.26.2026 | Julie Paquette + Lexlee

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 

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 1-3 Year Goals - CLICK HERE to view

👉 4th Quarter 2025 Strategies - CLICK HERE to view

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: