Insights from Our Recent Staff Meetings: Creativity, Collaboration, and Client Retention

Over the past few weeks, our team has come together for a series of thoughtful discussions focused on culture, client engagement, and strategic clarity. Here's a quick recap:

1. Strategic Thinking Through Creativity
We explored “mental sorbets” from John Van Vleck—simple creative exercises to boost focus. One fun challenge: draw a “6” in the air while rotating your ankle clockwise (harder than it sounds!).
Key takeaways:

  • Being mentally present matters.

  • Small rituals (like agenda reviews or posture checks) help sharpen focus.

  • A short pause before meetings can lead to better thinking.
    We also highlighted a successful client story from Arctic Spas.

2. Independence vs. Team Buy-In
A video on “lone wolves” sparked discussion on balancing solo work with collaboration.
Highlights:

  • It’s easy to go it alone, but trust and teamwork drive stronger outcomes.

  • Spouses and peers can be great sounding boards.

  • Sharing early ideas with a few teammates helps refine them before going big.
    We also heard a valuable client story from Paradeigm.

3. Client Retention Focus
In our latest meeting, we looked inward—reviewing Q3 goals with a spotlight on client retention.
Discussion points:

  • What signals show a client is thriving—or at risk?

  • Are we consistently delivering value?

  • What simple steps can we take to strengthen relationships?

Looking Ahead
These meetings helped us reset, refocus, and realign—leaving us better equipped to collaborate, think strategically, and support our clients.

More to come as we continue to grow together.


 
 
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