Kaufman Law Running Meeting Notes
[**Kaufman Law Ongoing Meeting Notes**](https://docs.google.com/document/d/1jbEw5nCalWLi_dCJqjK22nbLL_hrnZEn71DE4v9Vy3g/edit?usp=sharing)
Includes:
* Fathom Recording
* Deck
* Attendees
* Action Items
* Meeting Notes
Kim's Old Meeting Notes + Decks
# 2026 - Performance and Check In Meetings
May: [https://drive.google.com/drive/folders/13lNH32NUpZ78HmyWDBupFTaj96TAg0XK?usp=sharing](https://drive.google.com/drive/folders/13lNH32NUpZ78HmyWDBupFTaj96TAg0XK?usp=sharing)
April: [https://drive.google.com/drive/folders/1g4YpIAaO9l-kkKFH1r7DCgZQVDizfLc-?usp=sharing](https://drive.google.com/drive/folders/1g4YpIAaO9l-kkKFH1r7DCgZQVDizfLc-?usp=sharing)
March: [https://drive.google.com/drive/folders/1LzkdUNGQ6tWCEhFO5tNbij2eZrC9f3hS?usp=drive\_link](https://drive.google.com/drive/folders/1LzkdUNGQ6tWCEhFO5tNbij2eZrC9f3hS?usp=drive_link)
Feb: [https://drive.google.com/drive/folders/1bVuEbEYb3GfuzDROBrnfMxRoDG3T6VXT?usp=sharing](https://drive.google.com/drive/folders/1bVuEbEYb3GfuzDROBrnfMxRoDG3T6VXT?usp=sharing)
Jan: [https://drive.google.com/drive/folders/18Vh\_tnzZNldheKksmQBLGaWMwBlU40og?usp=sharing](https://drive.google.com/drive/folders/18Vh_tnzZNldheKksmQBLGaWMwBlU40og?usp=sharing)
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05/14/2026
Kaufman Performance Meeting Notes
**NO FATHOM/ZOOM VIDEO RECORDING FROM CARMEN**
Michael/Maddison/Laura/Sophie/Pal/Kim
**Kaufman Law Action Items:**
**TGR Action Items:**
* Provide a REVISED proposal for YouTube advertising TGR ONLY PROVIDING TOPICS AND HOOKS - **Kim**
* Create and share a project plan for the SEO recovery work - **Chris/Pal**
* * *
04/07/2026
Kaufman Performance Meeting Notes
[Fathom](https://fathom.video/calls/626653400?tab=summary)
Maddison/Laura/Sophie/Alison/Chris/Pal/Kim
**Kaufman Law Action Items:**
* **Update the lead sheet with March LSA data once available - Maddison**
**TGR Action Items:**
* Provide a proposal for YouTube advertising, including case studies - **Kim**
* Create and share a project plan for the SEO recovery work - **Chris/Pal**
* Update the lead sheet with March LSA data once available - **Pal**
* Schedule separate meeting to go over website refresh and invite Michael - **Kim**
**Next Up:**
* Performance Meeting, May 13th at 1:30 pm
* * *
03/11/2026
Kaufman Performance Meeting Notes
[Fathom](https://fathom.video/calls/595771994?tab=summary)
Maddison/Laura/l/Sophie/Alison/Chris/Kim
**Kaufman Law Action Items:**
* **Review and approve March blogs and April topics with Michael before April 7 - Sophie**
**TGR Action Items:**
* ~~Provide Madison Ponder with edit access to the lead sheet.~~
* Send March blog topics to Sophie by April 7 for approval - **Kim**
* Deliver the organic search recovery plan by month-end - **Chris**
* Audit Juvo logs to investigate the cost increase vs. lead volume - **Chris**
* Investigate reducing the CallRail number pool to lower costs- **Chris**
* Send the performance report and Excel sheet by the first week of each month - **Kim**
**Next Up:**
* Performance Meeting, April 7th at 1:30 pm
04/07/2026
Kaufman Performance Meeting Notes
Fathom
Maddison/Laura/Michael/Sophie/Alison/Chris/Kim
**Kaufman Law Action Items:**
**TGR Action Items:**
* * *
02/11/2026
Kaufman Performance Meeting Notes
[Fathom](https://fathom.video/share/JJnC3ASz738uz28yLMzDMUrDPjBHL6pp)
Maddison/Laura/Michael/Sophie/Alison/Chris/Kim
**Kaufman Law Action Items:**
* **Review blog topics - Sophie**
* **Review billboard research - Laura**
* **Begin using the "Source" column in the lead sheet for retained clients - Laura**
* **Schedule a demo of the ChatGPT LSA template with Michael - Maddison**
* **Review and approve the in-scope vs. out-of-scope website work outline - Laur**a
**TGR Action Items:**
* Send pending blog topics to Sophie for review (within 24 hrs) - **Kim**
* Send meeting notes, action items, and billboard research (within 24 hrs) - **Kim**
* Provide a detailed outline of in-scope vs. out-of-scope website work for sign-off - **Alison**
* Add "C." to Jeffrey Kaufman's headshot name - **Chris**