Phase One

A targeted, data-first engagement to set your firm up for success.

What is Phase One?

Phase One is the starting place for working with Velocity Work. It’s a focused, deep-dive engagement designed to get under the hood of your firm and create a clear, customized path forward.

Phase One Benefits

Unlock your firm (and your future)

It's critical that you understand your numbers. This engagement is a rigorous process that surfaces exactly how your firm works - how revenue looks, how your team operates and how you can build a profitable, aligned operation that is primed to achieve the goals you have.

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Start with Clarity: Deep Dive Discovery

We begin with in-depth discovery so we can understand your firm’s current reality and future goals. You’ll complete our Owner Discovery Questionnaire and have targeted calls with our team to dig into your business. The goal? To get crystal clear on what matters most - so we can build a strategy that actually serves you.

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Custom Metrics Dashboard Built for You

No more generic tracking or flying blind. We build a custom data portal for your firm, based on the metrics that matter most to your growth. This becomes your source of truth and gives you visibility into your numbers so you can lead with confidence.

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Data-Driven Analysis for Smart Decisions

Once your team inputs historical data, we go to work. We analyze the data and synthesize insights into what’s working, what’s not, and where your opportunities lie. You’ll receive a full analysis of your firm’s current state and future potential - backed by facts, not feelings.

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Clarity Meeting: Findings + Next Steps

In this milestone call, we walk you through our findings and recommended next steps based on your data. You’ll understand your position, your levers, and what to prioritize in order to create momentum.

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Strategic Planning Retreat

The culmination of Phase One is a private two-day strategic planning retreat. Together, we roll up our sleeves and build your growth plan - one that aligns with your goals, capacity, and the life you want to lead. You’ll walk away with a confident roadmap and the conviction to move forward.

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Comprehensive Summary: Your Blueprint

You’ll receive a detailed multi-page PDF summary of your firm’s current state, our analysis, and the strategic plan we developed together. This is your blueprint for growth - a document you can lead from, share with your team, and refer back to as you implement.

Let’s Build the Firm You Really Want

You’ve done the work to get here. Now let’s align your business with what matters most.

Velocity Partnership is a year-long private consulting engagement designed for law firm owners ready to scale smart - with clarity, strategy, and the right support.

🔍 Not sure if it’s the right fit? We’ll figure that out together.

Begin your journey now

A growing community of like-minded law firm owners

We work with firms across North America.

Don’t just take our word for it

Hear from some of our members who are reclaiming their freedom and growing revenue.

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.

Betsey Lund Ross

Lund Ross Law

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.

Rebecca Deming

ProVet Legal

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. Monday Map/Friday Wrap has had a big impact on taking my stress level from a constant 9/10 to a 2/3. I feel like I can handle my week, my day, when I have planned ahead -I am addicted to this now. It is an example of how a little planning goes a long way, not just in productivity but in how I feel about my time being traded for my work.

Drew Hickey

Bolen, Robinson, and Ellis, LLP

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.

Sarah Fisher-Otten

Fisher Law Firm

I never could have dreamt of the success my firm experienced this year prior to joining Mastery Group, but today I’m so proud to say I exceeded my revenue goal for the year! Nothing like down to the wire, but I set that goal and beat it!

Robert Botnick

Botnick Law 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.

Claudia Revermann

Revermann Law

A bit about Melissa

Melissa Shanahan founded Velocity Work after several years at a consulting firm focused on the growth of private practices all across the country.

After coaching over 350 doctors, dentists, and lawyers – she chose to narrow her services to law firms only and started Velocity Work.

The host of The Law Firm Owner podcast and an extremely effective coach for attorneys running their own firms, Melissa brings her A-game to everything she does. Her energy is infectious and the material she’s teaching will forever change how you think.

From mindset to vision, to productivity, to tracking firm data, Velocity Work has helped hundreds of attorneys grow their firm on their terms.

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Change the way you think

Our clients learn tangible, targeted strategies they can implement in their firm to take it to the next level.

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Habit Building

Habits and routines are crucial if you want to operate at your highest level.

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Mental Acuity

Get control of your schedule and manage your mind like a pro to eliminate overwhelm and unproductive stress.

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Goal Focus

We facilitate strategic planning to align you with your goals and hold you accountable to follow through on your plans.

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Time As An Asset

Time is your most precious asset. Together we can transform how you invest the hours you have to work with.

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Eliminate Chaos

Chaos is a state you create. As you build the right habits and master skill sets, chaos and overwhelm fade away for good.

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The Firm You Want

You’ll learn to execute in a way that naturally leads to bigger results for your firm and to more freedom for yourself.