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:

  • 09.22.2025 | Silvina & Lexlee
  • 09.23.2025 | Elaine & Lexlee
  • 09.23.2025 | Tondini Intake Review
  • 09.24.2025 | Silvina & Lexlee
  • 09.25.2025 | Silvina, Elaine & Lexlee
  • 09.25.2025 | Silvina, Elaine, Andrea, & Lexlee

Key Takeaways from the Week's Meetings:

 

Lead Generation & Intake

  • Old Lead Re-Engagement Strategy: create a system/folder to track older leads for future outreach.

Intake Communication & Coordination

  • Standardization Needed: track client interactions under the “Communications” tab, not “Notes.”

  • Chat channels must be used consistently for internal updates (e.g., signed retainers, FedEx deliveries).

  • Calendar & Task Management: underutilized; team must use it to schedule tasks/appointments.

Accountability & Performance

  • Elizabeth’s Performance:

    • Lack of follow-through → frustration from Silvina & Lexlee.

    • Considering reduced work hours, clear deadlines, and specific tasks.

Training & Resources

  • Video Training Resources: 

      • Luis is assigned to create system videos for intake, communications, task flows, etc.

  • Workflow & Processes:

  • Elaine will outline the steps for the other cases to be worked on this week

    • Silvina will work on step-by-step processes for other case types this weekend to share next week in our weekly meeting

Team & Hiring

  • Social Media Role: Lexlee will ask for access from Ellie to Career Plug and review resumes

  • Personal Assistant Role:  The ad is on pause

     

  • Hiring Marketing SEO 

  • Interview Mateo - Good Candidate - wants $12.00 per hour. He will answer the test questions, and the second interview is on Tuesday, the 30th. 

Technology & Marketing

  • Mailchimp Integration: Lexlee is exploring the syncing of leads for newsletters and email campaigns.

  • Marketing Ad: Adjust to $ 1,500/month for 25 hours/week ($12.00 per hour)

Elaine's Feedback via phone call with Lexlee:

  • Unrealistic expectations

  • Andrea’s lack of knowledge

  • Feedback on the item that took 10 hours

  • Flexibility for children’s appointments

  • Work on weekends if needed 

  • Items are backlogged for six months

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Complete 30-day review for Rory
  • Complete a full-time offer to Rory
  • Create a system/folder to track older leads that did not move forward
  • Luis to produce video guides/tutorials - 
  • Provide Lexlee with:
    • Access to the job posting for the social media manager role
    • The candidate resumes (or a shortlist of candidates)
  • Adjust Elizabeth’s work schedule:
    • Move Elizabeth’s hours to Tuesdays and Fridays (or whichever two days are agreed)
    • Align assigned tasks only on those days
  • Reschedule the meeting with Elizabeth to clarify her tasks, deadlines, and performance expectations.

While many items relate to Elizabeth’s performance, the actions she needs to take (or be held accountable for) are:

  • Accept and commit to specific tasks with clear deadlines.
  • Prepare to attend the meeting with Silvina and Lexlee to receive her assignments and understand expectations.
  • Complete the assigned tasks on the agreed-upon schedule (Tuesdays/Fridays).
  • Take initiative—follow through without needing repeated prompting.

Mind Over Law Team:

  • DONE - Send  30-day self-review questions to Rory and ask for them to be completed by midday Friday
  • DONE - Send 30-day self-review answers to Silvina - along with 30-day employer review on Friday
  • DONE -Change Marketing ad to be $1500 per month for 25 hours per week 
  • Review the step‑by‑step intake & communication process with the team 
  • Investigate syncing leads to MailChimp
  • Schedule a meeting to review Elizabeth's hours and tasks, and how to improve them
  • Schedule a meeting with Silvina to review issues
  • Review the step-by-step process from Ceci on opening a matter and create a workflow/checklist

Upcoming Meetings:

  • 09.29.2025 | Silvina, Rory & Lexlee Review 
  • 10.01.2025 | Silvina, Elaine, Andrea, & Lexlee
  • 10.02.2025 | Elaine & Lexlee
  • 10.09.2025 | Elaine & Lexlee
  • 10.09.2025 | Silvina, Elaine & Lexlee
  • 10.09.2025 | Tondini Team Meeting 
  • 10.15.2025 | Elaine & Lexlee
  • 10.16.2025 | Tondini Team Meeting
  • 10.20.2025 | Predictive Index Training
  • 10.23.2025 | Tondini Team Meeting

Resources & Links

Winning Teams Dashboard:

To gain access, please follow the instructions below:

 

Mind Over Law App

 

Lexlee's Zoom Info:

 

Group Coaching Calls: