Priority Markets Toolkit

Workshop 1: Growth Snapshot
Workshop 2: Growth Roles
Workshop 3: Brand, Tools, & Tech
Workshop 4: Priority Markets
Workshop 5: Ideal Profiles
Workshop 6: Playbook & Plan

If you haven’t already, review the Priority Markets Philosophy page before starting. It explains the mindset behind this workshop and how to think through the MiM® lens when guiding your client.

Timing & Participation

Workshop: 3 of 6
Duration: 60 minutes
Led by: Architect
Participants: CEO / President / Owner, plus key leaders from Operations, Sales, and Marketing

This workshop only works when the client’s leadership team is in the room.

MiM™ programs are built for decision-makers — not just doers — because the goal is to align strategy at the top before tactics take shape below. When leaders participate directly, the markets chosen reflect vision, capability, and commitment. When they delegate, the process stalls, decisions lack authority, and the outcomes don’t stick.

The Architect’s role is to facilitate clarity and direction at the leadership level — guiding the conversation toward markets that fit the company’s strengths, priorities, and long-term growth potential.

Preparation

Time Required: 45–60 minutes
Lead: Architect
Timing: 1 day in advance

Preparation for the Priority Markets Workshop centers on setting up your Gather whiteboard and becoming confident in the Teach deck flow.

1. Review the Teach Deck (10–15 mins)

This deck doesn’t require customization — your goal is simply to become fluent in the pacing and story so you can present naturally.

Open the Teach Deck in Canva.
Click Presenter View to access notes as you practice.
Focus on clarity and timing, not design edits.

2. Prepare the Gather Whiteboard (30–45 mins)

Most of your prep time should go here. You’ll build your client’s Priority Market Identification workspace using the MiM® Priority Market Advisor and brand template.

Step 1: Create your Gather template

Click below to open the Brand Template in Canva.
Once opened, click the purple “Use this Brand Template” button.
Name your file: [Client Name] Priority Market Identification.

Use Brand Template →

Step 2: Generate your market list

Next, use the MiM® Priority Market Advisor GPT to prep your document before the workshop.

This GPT helps you:

Generate a structured list of 20–30 potential markets with one-line rationales tied to client strengths.
Receive a copyable, facilitation-ready list for your Gather board.
Get light facilitation coaching for running the session smoothly.

Use This GPT → | Understand This GPT →

3. Send Prep Email to Client (5 mins)

Once your Gather whiteboard is ready, send a short prep email explaining what to expect and how they’ll participate.

Subject: Workshop 4: Priority Markets Prep

Hi team,

I’ll be leading our next workshop, Priority Markets, and I’m looking forward to continuing the momentum.

We’ll come prepared with a list of 20–30 potential markets based on what we’ve learned so far and our own research. Together, we’ll narrow that list to the markets with the strongest long-term potential — balancing what’s already working with new areas of opportunity.

Like all of our workshops, this will be a hands-on working session. We’ll leave with an initial list of top markets, which I’ll then refine, validate, and build out for your Digital Playbook after the session.

Looking forward to collaborating. If you have any questions before we meet, please reach out.

Talk soon,

MiM™ Architect

Teach

Time Required: 15 minutes
Led By: Architect
Audience: All key client team members

The Teach portion is how you set the stage and create alignment.

In the first 15 minutes of the workshop, your job is to help the client’s team understand why we’re doing this exercise, how it fits within the MiM® framework, and why it will ultimately benefit them.

This moment also reaffirms your role as a strategic advisor — you’re framing the session as a leadership alignment conversation, not a sales discussion. The Teach portion allows us to create a shared language and understanding together.

Facilitating the Teach Deck

The Teach Deck is standard, evergreen content — it requires no customization. Your goal is confident delivery and connection.

During the session:

Share your screen using Audience View so participants see only the slides.
Keep your notes visible privately in Presenter View.
Deliver with energy and focus; allow brief discussion or questions.
Keep this portion tight — 10–15 minutes total.

Click to Present Teach Deck →

Gather

Time Required: 45 minutes
Led By: Architect
Audience: All key client team members

The Gather portion makes up the majority of the session. This is where conversation turns into clarity — translating the MiM® framework into the client’s specific world.

Your goal is to draw insights from the team that will help refine which markets show the strongest fit and potential.

Facilitation Flow

The Architect leads the discussion, guiding the group through the Gather whiteboard.
The Coach typically shares their screen while the Architect moves elements on their own view. This allows the Architect to reference private notes without distraction.
Once you’re fully comfortable facilitating this session, you can share your own screen directly.

Keep the conversation open and directional. Guide the team toward thinking about fit, not just size. Use this time to listen for alignment cues — where passion, capability, and customer longevity intersect.

Before moving forward, complete the Gather session with the client

Synthesize

Goal: Validate and expand upon the client’s draft Priority Markets within the context of their growth goals and relational strengths.

The Synthesize phase is where you step fully into the Architect’s role — turning conversation into clarity. Your goal isn’t just to summarize what the client said; it’s to interpret it through the Measured in Millions® lens — where data and human insight meet.

Start by revisiting what we know about the client at this point in the Quick Start:

Growth Goals – What are the client’s revenue growth goals for the next 3–5 years?
Revenue Mix – What’s their current revenue mix across core markets (e.g., % by major segment)?
Generational Customers – Which markets do their longest-standing, most trusted customers fall within?
Top Revenue Customers – Which markets contain their highest-revenue customers today?
Working Style Fit – In which markets has the client historically built strong day-to-day working relationships — fast collaboration, low friction, mutual respect?

Once you’ve gathered your notes and reflections, re-engage the MiM® Priority Market Advisor GPT to help you structure and test your reasoning.

Use it as a checkpoint, prompting it with your current understanding — the client’s top five markets, their growth goals, and any early observations from the Gather session. The GPT will guide you through these validation steps, helping you stress-test assumptions and prioritize markets that balance opportunity with fit.

Remember: the goal isn’t to confirm what the client already believes — it’s to bring fresh perspective. MiM® Architects lead through synthesis, not agreement. Our value lies in connecting evidence to insight — showing not just what to pursue, but why it will last.

After refining your analysis, finalize your recommendations with the GPT’s structured outputs and prepare them for inclusion in the client’s Playbook Website.

1. Publish to the Client’s Playbook Website

Once you’ve finalized the Priority Markets, move your work into the client’s Playbook Website.

Steps:

Log in to the client’s Playbook Website in WordPress.
Create a new article (or open the existing Priority Markets template).
Copy the content from the MiM® Priority Market Advisor GPT — including Market Overviews, Outlooks, and Positioning — and paste directly into the webpage.
Add a corresponding image under each market heading.
- Use the [Photo Template →] to create a Canva Pro image with the client’s logo.
Review, finalize, and publish the article.

The structure of these pages remains consistent across clients — only the markets and their corresponding details will change.

[View Example: KMC Playbook →]

2. Notify the Client

Once published, send a short email to let the client know their updated Playbook is live.

Subject: Workshop 4: Priority Markets Follow Up

Hi team,

Thanks again for your time in today’s session. Our next step is to validate and build out the Priority Markets we identified together. We’ll add industry context, refine the market outlook, and outline your value proposition within each market before publishing them to your Digital Playbook.

Here’s the draft list we captured:

1.

2.

3.

4.

5.

Once your Digital Playbook is updated, you’ll be able to view the finalized Priority Markets here:

👉 [Insert Client Playbook Link]

These markets will guide our preparation for Ideal Profiles, along with what we captured in your Growth Snapshot around sales channels and your longest-standing customer relationships.

You’ll see a prep email from me before that session. If anything comes up in the meantime, don’t hesitate to reach out.

Best,

MiM™ Architect

FAQs

Should the client focus on proven markets or aspirational markets?

We want to be sure to identify at least 2-3 proven markets in their top 5. Having 5 purely aspirational markets will take much longer to gain traction and see success. We do want to stretch the client’s thinking to markets they might not have pursued yet, but not at the cost of proven markets.
What if no one speaks up at the start of the session?

That’s okay — that’s exactly what the facilitation prompts are for. Use them to guide the conversation, model examples, and ensure the group doesn’t stall. Silence is expected at first; the structure is there to help break through it.
Should this session include cross-functional team members?

It can, but be cautious. Too many voices can slow momentum and make it hard to reach a clear outcome. What matters most is that the company’s leadership is in the room — ideally the Owner or C-Suite. Others may have strong opinions, but ultimately, the leader is the one who decides.
How do I know if my session was successful?

You should leave the session with clear agreement on 2–3 priority markets and why they matter now. If there’s visible alignment, fewer open debates, and clear forward energy, it’s a win — even if the conversation was messy getting there.
How do I validate the Priority Markets?

Your MiM® Priority Market Advisor will do the validating for you! If you’d like a thorough explanation of how it prepares the initial list for you and validates the final Priority Markets, check out this documentation about it’s setup.
Do decisions about Priority Markets need to be made on the call or is there time to “synthesize” and come to a recommendation?

The outcome of this session will be a draft list of Priority Markets that will be validated and supplemented in Synthesis using the MiM® Priority Market Advisor (GPT), and ultimately be reviewed and approved by the client team.
If a client hired us for a specific market, do we still go through the same exercise?

Yes. This exercise may validate the choice they made coming into the engagement, but it also could show them possibilities that they hadn’t considered and potentially change their mind. Bottom line, we never skip this.