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:
10.20.2025 | Predictive Index Training
- CLICK HERE to view the World of Work document from the Team building session.
- Understanding Work Style Quadrants
- Each team member falls into one of four PI quadrants:
- Results & Discipline (Silvina): Task-oriented, ROI-driven, detail-focused.
- Process & Precision (Luis, Andrea, Diana, Rory): Analytical, structure-loving, steady-paced.
- Teamwork & Employee Experience (Cecilia): Relationship-focused, collaborative, people-first.
- These quadrants influence how people approach decisions, conflict, and productivity.
- Knowing your own profile and your teammates' allows for more mindful interactions and expectations.
- Each team member falls into one of four PI quadrants:
- Relationship Guides = Collaboration Power Tools
- The PI Relationship Guides provide tailored advice on working effectively with each teammate, based on your profiles.
- These guides highlight areas of synergy and caution flags, which are crucial for improving communication and accountability.
10.21.2025 | Rory & Lexlee
- CLICK HERE to view the Tondini Law Office Workflow
- Need for Process Clarity
There is an urgent need to create clear, simple, and standardized processes for handling immigration cases, particularly those involving U and T visas. - Start with High-Impact Areas
U Visa and T Visa cases will be the initial focus due to their complexity and volume.
10.22.2025 | Ceci, Luis & Lexlee
- Lead Follow-Up is Overwhelming but Critical
Luis is actively working through a large backlog of leads (200+), many of which have missing contact information. He's moving unresponsive ones to a “stop list,” following Sabina’s instructions. - System Clean-Up is Underway
There’s a clear need to clean and organize the lead database. Lexlee emphasized the importance of ensuring accurate notes and statuses in the communication logs and pipelines. - Communication Platform Shift Proposed
Lexlee is pushing to transition all team communications from Microsoft Teams to MyCase for more streamlined, case-specific dialogue and task management. - Cecilia’s Workflow Execution
She’ll be responsible for opening cases and initiating workflows once Luis notifies her of signed quotes.
10.23.2025 | Silvina & Lexlee
CLICK HERE to view the workflows that Silvina sent through
- Marketing and Lead Generation Efforts
- Lexlee updated Silvina on active marketing improvements, including:
- Meetings with Mateo and Megan to launch Local Service Ads and improve the Google Business Profile.
- Efforts to train Luis to track and validate leads effectively.
- Ongoing interviews for a social media specialist to enhance brand visibility and client engagement.
- Silvina emphasized focusing on cost-effective strategies and ensuring measurable ROI.
- Lexlee updated Silvina on active marketing improvements, including:
- Staffing and Hiring Strategy
- They discussed hiring an experienced paralegal to handle family, humanitarian, and business law matters.
- Silvina prefers a trial period for new hires to ensure reliability before committing to the long term.
- They decided to pause hiring a virtual lawyer and prioritize the paralegal position first.
10.23.2025 | LSA Meeting with Mateo, Lexlee & Legends
- Local Service Ads (LSAs) Setup Is Underway
Lexlee and Mateo are initiating LSAs with Colleen Ras guiding the process. The first steps include eligibility checks and background verification. - Primary Location: Carlsbad + 10 Service Areas
The law firm will use Carlsbad as the primary location. Mateo will identify and send 10 surrounding service areas for targeting immigration clients in North County. - Background Check Required Before Launch
Lexlee needs to complete the background check (typically takes 24 hours) as part of the Google LSA eligibility process. - Access and Collaboration
Colleen may need access to the Google Business Profile or the firm's marketing account to assist with optimization directly. - CLICK HERE to view the LSA next steps received from Colleen | Legends Marketing
- CLICK HERE to view the Cities in Tondini Law GBP.
10.23.2025 | Legends Meeting with Megan and Lexlee
Next Steps & Action Items
What’s happening next + how to prepare for it
For You/Your Team:
- DONE - Rory to send the workflow template to Lexlee.
- DONE -Silvina to send workflows
Mind Over Law Team:
- DONE - Send each team member their PI folder, and send Slivinathe the link to the overall folder
- DONE - Schedule a meeting with Silvina to review workflows and processes
- DONE - Send an email to Silvina to see if she is available to join the marketing meeting on Monday, October 27th
- DONE - Send email to Silvina and Allen to add Colleen from Legends to the Google Business Profile
- In progress - Register Tondini Law for Google local service ads
Upcoming Meetings:
- 10.29.2025 | Tondini Workflow Meeting
- 11.03.2025 | Legends Marketing Meeting with Colleen, Silvina, Mateo and Lexlee
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.
- Can't remember your password? CLICK HERE to reset your password.
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:
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Zoom Link: https://us02web.zoom.us/j/6134090453?pwd=b3BMRjl1K3EydlZ4NXJhY01JdlhLUT09
Meeting ID: 613 409 0453
Passcode: Ignite