Onboarding is the first chapter of the client’s Measured in Millions® journey — and it’s one of the most important experiences in the entire program.
Long before we talk about customers, markets, or roles, the client is deciding something far deeper: “Do I trust this team to lead me?”
The way we start determines how confident, supported, and engaged the client will be throughout Quick Start™. Onboarding is not paperwork — it’s an experience of emotional transition. Done well, it creates momentum, lowers anxiety, and signals that this experience will be different from anything they’ve done before.
Clients remember how you make them feel long before they remember what you teach them. A strong onboarding experience:
- Creates trust and credibility from day one
- Reduces uncertainty and sets clear expectations
- Makes the client feel cared for, not processed
- Establishes that Quick Start™ is a leadership-level engagement
- Ensures the Coach and Architect enter the program with alignment, not blind spots
Onboarding is executed by the Head of Delivery, the Coach, and the Architect; it is your chance to create a meaningful experienc that says: “You’re in good hands. This will be structured, thoughtful, and guided.”
What Onboarding Includes
Every MiM™ Provider may run their business differently, but the client experience must feel consistent.
Onboarding should include:
- Setting up billing and payment terms
- Executing an NDA
- Adding the client team to your project management system
- Setting up the Digital Playbook and working whiteboard
- Introducing the Coach, Architect, and any supporting team members
- Scheduling the Leader Brief (Coach-only)
- Scheduling the Intro to Measured in Millions® session (full leadership team)
Onboarding should feel simple, smooth, and high-touch — not bureaucratic.
Email Templates
These templates demonstrate the tone, clarity, and momentum-building we aim for across every client engagement.
You may customize these to fit your business practices, but the templates provide a starting point.
From: Head of Delivery
To: Primary Client Contact (should be CEO, Owner, or President)
Cc: MiM™ Coach, MiM™ Architect, Accounting
Subject: Welcome to Your MiM™ Quick Start Program—————-
Hi {{ contact.firstname }},
Welcome to your Measured in Millions® Quick Start™ program — we’re excited to be part of your growth journey.
To get you set up in our system, we just need a few quick details. Please take a moment to complete this short onboarding form:
[Insert link to intake form]
Once we receive it, we’ll follow up with payment instructions and schedule your first Quick Start™ sessions.
If any questions come up in the meantime, please let me know.
Thank you,
-Head of Delivery
To: Primary Client Contact
Cc: MiM™ Coach, MiM™ Architect
Subject: Re: Welcome to Your MiM™ Quick Start Program—————-
{{ contact.firstname }}:
Thank you for having the New Client Onboarding form filled out. We’re excited to get rolling on your growth journey.
Next, I wanted to introduce you to your team. This is the team that will bring your Measured in Millions® journey to life.
Your Team
- {{Coach Name}} (co*******@***il.com / (xxx) xxx-xxxx), MiM™ Coach
- Your Coach is your guide, sounding board, and steady hand throughout the growth journey. They’ll help you and your team apply the Measured in Millions® methodology, keep everyone aligned to the plan, and ensure momentum never stalls. Think of your Coach as your strategic trainer—always focused on making sure you’re working on the right things, in the right order, with the right expectations.
- {{Architect Name}} (ar***********@***il.com / (xxx) xxx-xxxx), MiM™ Architect
- Your Coach will build the playbook for your growth journey. With expertise in targeting, market prioritization, and brand and tech evaluation, they’ll lead you through the strategic decisions that ensure you’re ready to pursue million-dollar LTVp relationships. Your Architect doesn’t just design the plan—they’ll teach your team how all the moving parts fit together so we can run the playbook with confidence.
Your Coach will reach out to align schedules to get your workshops on the calendar.
Let me know if you have any questions.
-Head of Delivery
To: Primary Client Contact
Cc: MiM™ Architect, Head of Delivery
Subject: Getting Started—————-
Hi {{ contact.firstname }},
It was great meeting you on our call, and I’m happy to hear you’re joining us! We’re excited to get moving. We need to schedule two sessions to get started.
1. Leader Brief (30 mins)
- Participants: You and me
- Purpose: Confidential conversation to understand team dynamics and how you prefer to work.
- Action needed: Please confirm which time works for you (or send alternatives). I’ll follow up with a calendar invite.
- Day, Date @ Time (Time zone)
- Day, Date @ Time (Time zone)
2. Intro to Measured in Millions® (60 mins)
- Participants:
- You (required)
- Senior leaders involved in growth decisions — typically: Sales, Marketing, Customer Experience/Operations
- Anyone you trust with strategic decisions and sensitive information
- Purpose: Give your leadership team an overview of Quick Start™, introduce the core MiM™ concepts, and align everyone on what to expect over the next six weeks — including how the Digital Playbook works and how the program will run.
- Action needed: Please send the names + email addresses of everyone you want included on this call, and confirm which time works best for your team (or share alternatives).
- Day, Date @ Time (Time zone)
- Day, Date @ Time (Time zone)
At the end of the Intro to Measured in Millions® call, we’ll schedule the remaining six workshops with your full team. A consistent weekly time slot tends to work best.
One quick note on Quick Start™: you’ll need to be present for all sessions. Commitment starts at the top, and your voice sets the tone for the decisions we’ll make together.
We’re excited to get started. If you have any questions before our first call, just let me know.
Thanks,
-MiM™ Coach
Calendar Invites
When scheduling these meetings, here are the calendar invite templates you can use.
*Client Name* // Leader Brief
Required: Client leader, MiM™ Coach—————-
Meeting Room: *Zoom or Teams info*
Purpose: This will be an informal discussion to help us get to know each other, understand any team dynamics, your working preferences, and what success looks like to you.
*Client Name* // Intro to Measured in Millions®
Required: Client leader, Client team, MiM™ Coach, MiM™ Architect—————-
Meeting Room: *Zoom or Teams info*
Purpose: This session brings both teams together to kick off your Quick Start™. We’ll give a brief overview of how the program works, introduce the key MiM™ concepts you’ll see throughout the six weeks, and make sure everyone knows what to expect.
We’ll also lock in the schedule for all six workshops, so please have your calendars ready. A consistent weekly time works best.
Looking forward to meeting everyone and getting started.
Core Assets
While the Coach is scheduling the initial meetings, the Architect begins setting up the core assets that power the Quick Start™.
The Architect is responsible for preparing the client’s two foundational assets — the Digital Playbook and the working whiteboard. Together, these form the structural backbone of the six-week engagement.
Prepare these assets behind the scenes so everything is ready the moment the program begins.
Designing a Memorable Start
Onboarding, like every part of the MiM™ journey, is led by the MiM™ philosophy.
It’s where Pillar 4 — Trust Compounds shows up first: these are the provider’s earliest touchpoints, and they will either strengthen trust or introduce friction.
Here’s what’s important to remember about onboarding:
- Clarity builds confidence. Clients should always know what’s next — timeline, expectations, and who owns what.
- Proactive communication beats reactive updates. Clients shouldn’t have to ask for information we can anticipate.
- Every interaction is a trust deposit or withdrawal. Responsiveness, preparedness, and follow-through set the tone for the entire engagement.
- Small signals matter. A thoughtful welcome (note, intro video, swag) reinforces that this relationship is important.
- The start should feel structured. Onboarding is the first proof that we operate with the same clarity and discipline we’ll bring to the work.
Done well, onboarding creates momentum and trust before the first workshop even begins.
Next Steps
Use the checklist below to confirm all onboarding steps are complete before moving forward.
When these items are handled cleanly, the client enters the Quick Start™ confident, prepared, and aligned.
✅ Sent onboarding form – Head of Delivery
✅ Sent billing information – Head of Delivery
✅ Introduced the team to the client – Head of Delivery
✅ Sent the Getting Started email – Coach
✅ Scheduled the Leader Brief – Coach
✅ Scheduled the Intro to MiM™ – Coach
✅ Started the Digital Playbook – Architect
✅ Customized the Digital Playbook – Architect
✅ Started the working whiteboard – Architect
Once everything above is complete, you’re ready to facilitate the Leader Brief and formally begin the Quick Start™ journey.