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The goal setting and strategic planning have been very helpful. I didn't have real goals for the firm prior to joining Mastery Group. The goal was: just bill more hours and make more money. I was focused on the billable hours I was doing each month but now I realize there is more to it than just the number of hours you are billing.
I've always known my revenue per matter, I've known how many matters I open, my total revenue, etcetera. But I didn’t really understand what to do with that information, and how making different tweaks to what I was doing would actually drive results that were bigger than I had ever imagined.
The weekly meetings are crucial for accountability and have been really helpful. Our group is special; people are open and vulnerable, which makes a big difference. It helped me see things differently, allowing me to balance my compassion with smarter financial decisions, without losing care and empathy.
TESTIMONIALS
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I really look forward to the quarterly strategic planning sessions! I wasn't so sure about taking a whole day off from the practice just to plan - but the level of clarity and focus I get from that day drives the rest of the quarter. I will try super hard never to miss one of the QPRs.
I've always known my revenue per matter, I've known how many matters I open, my total revenue, etcetera. But I didn’t really understand what to do with that information, and how making different tweaks to what I was doing would actually drive results that were bigger than I had ever imagined.
I have felt the amazing personal encouragement of Melissa and her team in a few ways. Firstly, they've taken the time to delve into my personal barriers, which include mental health and self-doubt. Additionally, they've helped me recognize the importance of time management, considering factors such as parenting, caseload, and pro-bono obligations.
It is very helpful to be guided through thoughtful questions to consider about my firm, the direction of my firm, and my thoughts about my firm, setting goals and breaking those down into rocks and breaking my rocks down into action steps, and crunching the numbers to set specific financial goals. Also, hearing other members talk about their businesses and business goals gives me confidence to dream bigger for me and my firm.
Melissa's kindness, and not just Melissa, but the entire Velocity team followed up with me. They checked in on how things were going, if there were any changes or improvements, etc. Even the smallest follow-up meant a lot.
If you are not sure where to start, Velocity Work has the toolbox to get you going. Whether you are charging hourly, flat fees, or allow payment plans, they have the tools to help you get started on what you should consider tracking (and provide the template for it) to get you to your goals. They also make you clarify whether you are basing your decisions on real data or "hunches".
