Monthly Calendar

Oct 13th - SESSION 2 Attract the Right Client, Not Every Client 
You’re marketing to everyone — so you’re memorable to no one. A firm built for “anyone who needs an estate plan” competes on price and wins on nothing. This session shows you how to name the one client you’re built for, and shape an offer they can’t walk past. Stop being the safe choice for everyone. Start being the obvious choice for someone.

October 15: Everything Cannot Be Priority #1How to Lead When Everything Is Urgent, Everyone Needs You & Nobody Respects Your CalendarThe phone rings.Three emails arrive.A client needs something.Your attorney walks in with “just one quick question.”Your calendar says you're supposed to be working on something completely different.And somehow, by 4:30, you've worked nonstop—but the ONE thing you absolutely needed to finish hasn't moved.That's not necessarily a time-management problem.It's an operational problem.What we'll cover:

• How to distinguish truly urgent work from somebody else's urgency
• What deserves your attention NOW—and what can wait
• How to protect focused work time in an interruption-driven law firm
• How to respond when an attorney blows up your priorities
• How to identify what to DO, SCHEDULE, DELEGATE, SYSTEMIZE or DELETE
• How to communicate workload before you're overwhelmed
• How to stop being the firm's human safety net
• How to create rules around interruptions without becoming inaccessible

LIVE COACHING: Bring your current task list. We'll identify what you should own, delegate, delay, systemize or stop doing.

Oct 20th - SESSION 3 From Clicks to Booked Consultations 
You’re paying for attention and losing it at the door. People find your firm, look around — and leave without ever booking. That gap between a click and a booked consultation is where most of your marketing budget quietly dies. This session shows you what to fix so the people who already found you actually pick up the phone. Getting found is the easy part. Getting booked is where the money is.

October 22: Stop Being the Human WorkaroundBuild Systems Your Team Actually Uses—Without Constant RemindersYou created the SOP.You showed everyone where it lives.You trained them.And then somebody says:“Oh...I just do it from memory.”Or worse:“I didn't know we had a process for that.”A system isn't a system because you documented it.It's a system when the team consistently follows it without you chasing them.What we'll cover:

• Why good employees don't follow SOPs
• How to determine whether you have a training, system or accountability problem
• The five pieces every usable workflow needs:
  Trigger → Owner → Action → Deadline → Verification
• How to build processes that don't live inside one employee's head
• How to create visibility around client status, deadlines and next steps
• When automation helps—and when you're simply automating a broken process
• How to stop manually following up on everything
• The accountability loop: Train → Use → Verify → Coach → Correct

LIVE COACHING: Bring one process your team refuses to follow—or one workflow that's constantly falling through the cracks. We'll diagnose why.

Oct 27th - SESSION 4 Win the Consultation 
You did everything right. The prospect showed up — qualified, ready — and still said “I’ll think about it.” That’s not a pricing problem. That’s a sales problem, and it’s costing you clients you already earned. This session gives you the frameworks to convert the consultation instead of losing it at the finish line — the cheapest, highest-return fix in your whole firm. Stop losing consultations you should be winning. 
Your marketing only works as well as your consultations convert.

October 29: The Accountability Operating SystemStop Chasing. Stop Reminding. Start Running the Firm by Commitments.You had the hard conversation.You got clear on what you actually own.You stopped treating everything like Priority #1.You built the system and documented the process.And yet somehow..."Did you follow up with them?""Where are we on this?""Was that ever sent?""I thought we talked about this last week.""Can you give me an update?"If those questions are still coming out of your mouth all day long, you don't have accountability yet.Because accountability isn't you remembering what everyone else is supposed to be doing.And it isn't another meeting, another reminder, or another spreadsheet you're responsible for updating.Accountability means the right person knows what they own, what success looks like, when it's due—and what happens next without someone chasing them.In this final October session, we're putting the pieces together and building the operating rhythm that turns ownership into execution.What we'll cover:

• The difference between ownership and accountability—and why you need both
• Why constant follow-up is a warning sign that something upstream is broken
• How to stop becoming the firm's Chief Reminder Officer
• Activity vs. outcomes: are people busy, or are they actually producing the result?
• How to give every role a simple scoreboard without KPI overload
• The three questions every employee should be able to answer:
  What do I own? → What does success look like? → How will we know?
• How to create accountability without micromanaging
• Why the same issue keeps coming back to your meetings—and how to finally close the loop
• How to deal with commitments that keep rolling from one week to the next
• What to do when someone knows the expectation, has the tools, understands the process—and still isn't doing it
• How to use 30/60/90-day reviews as an accountability tool instead of an HR exercise
• The operating rhythm that keeps the firm moving:

DAILY → Priorities, commitments & roadblocks
WEEKLY → KPIs, results & ownership
MONTHLY → Patterns, performance & recurring issues
QUARTERLY → Role, results & growthLIVE WORKING SESSIONBring the thing you're tired of chasing.The employee you keep reminding.The KPI nobody seems to own.The commitment that keeps moving to next week.The process everyone knows—but nobody consistently follows.We'll diagnose where the accountability is actually breaking down and build the structure around it.