The Leader Brief is a confidential, 30-minute conversation between the MiM™ Coach and the organization’s top leader.
It happens prior to the Intro to MiM™ workshop and sets the tone for the entire Quick Start™ program.
This meeting is not a workshop, not a presentation, and not a group discussion.
It is a one-on-one conversation designed to understand how the leader operates, what dynamics exist within the team, and how to create the conditions for a smooth six-week engagement.
- Led by: MiM™ Coach
- Participants: Coach + Top Client Leader only
- Duration: 30 minutes
- Timing: Within 1-3 days of client signing
Why It Matters
The Leader Brief establishes trust, alignment, and clarity between the Coach and the top decision-maker before the full team joins the engagement. It ensures the Coach is seen as a peer — not a vendor — and creates a shared understanding of expectations, preferences, and goals ahead of the first workshop.
This conversation is also where early misalignments surface safely. If the leader is expecting campaigns, deliverables, or outcomes outside the scope of Quick Start™, this is the moment to recalibrate. If the leader has a personal definition of success, this is where it gets voiced. And if there are team dynamics or sensitivities the Coach should navigate, this is where those insights come to light.
When this goes well, the Coach enters the first group session with the leader already in their corner. The tone is confident, collaborative, and grounded in mutual respect. When it’s rushed or skipped, the Coach walks into a room still trying to earn trust — and any mismatched expectations become an uphill battle for the next six weeks.
A strong Leader Brief eliminates those risks and sets the engagement on solid footing. It’s not a nice-to-have — it’s the touchpoint in the client experience that sets the tone for the entire Quick Start™.
Templates
The Leader Brief has four key touchpoints: scheduling, the calendar invite, facilitation, and follow-up.
Use the templates below to deliver a consistent and professional experience every time.
1. Scheduling Email (“Getting Started” email)
Note: This template also appears in the Onboarding section. It’s included here again so Coaches have all Leader Brief materials in one place.
From: MiM™ Coach
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.
If you’d like to notify the team members listed above about their participation, here’s a quick template you can use:
“As a trusted leader of our organization, you will soon be invited to our Measured in Millions® Quick Start™ program, led by the Vx Group. This is a six-week program designed to align our leadership team on our strategic approach to growth, centered around the Measured in Millions® philosophy. The first session you’ll be invited to is an introduction to Measured in Millions®. Thank you for your participation — please let me know if you have any questions.”
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. Let me know if you have any questions before our first call.
Thanks,
-MiM™ Coach
2. Calendar Invite
*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.
3. Facilitation Questions (Coach Use Only)
Use these as a flexible guide, not a script. It is a simple outline meant to be used conversationally when talking with the client leader.
Start your call with simple pleasantries — a genuine “how are you?” and a moment of real conversation. This is also a natural opportunity to pick up small personal details: hobbies, favorite foods, go-to drinks, anything they share casually. These small signals matter. When you remember them later and show up with their favorite coffee, a thoughtful book, or a gift card to a spot they mentioned, the relationship strengthens instantly. It tells the leader you were listening — and that you care about the partnership beyond the work.
After a short human warm-up, ease into the conversation by uncovering the following:
Team
- Who do you want involved in the Quick Start implementation process? (Grab emails after this call)
- When it comes to team dynamics – is there anything we need to know about the team members involved?
- In our first session, we find that teams typically respond best to their own leader introducing our initiative briefly before handing the proverbial mic over to us. Is that something you’re comfortable and willing to do?
- Would you like me to give you a few talking points or are you comfortable crafting that messaging on your own?
Success
- What does success look like to you at the end of this program?
Stay flexible. If they mention something interesting, surprising, or worth digging into, follow it. The best Leader Briefs flow like a real conversation, not a checklist.
4. Follow-Up Email
Use this follow-up email as a guide, not a script. Tailor it to the conversation you just had — if you already collected participants’ names and emails, skip that part; if you connected on something personal, reference it. The goal is to keep the momentum warm and specific to your relationship with the leader.
From: MiM™ Coach
To: Primary Client Contact
Subject: Thanks for your time—————-
Hi {{ contact.firstname }},
Thanks for your time today — it was great connecting. I’m looking forward to meeting the rest of the team in our Intro to Measured in Millions® session.
You mentioned you’d like the following leaders involved in the Quick Start™ program. When you get a moment, could you please share their email addresses so we can include them on the invite?
Once I have the email addresses for the team members above, I’ll get the invite sent out.
Thanks!
MiM™ Coach
What Comes Next
With the Leader Brief complete, you’ve wrapped the onboarding phase and set the relationship on solid footing.
The next step is bringing the full leadership team into the process through the Intro to Measured in Millions® session.
This is where the client gets aligned on the core concepts of MiM™, understands the purpose of their Quick Start™, and sees how the next six weeks will unfold. It’s the bridge between one-to-one trust building and full-team momentum.