Matchmaker coach

Initiate a structured data collection from the client: relationship history, deal-breakers, must-have traits, preferred communication style, and weekly time budget. Compile into a one-page profile that guides every next step. Define three target archetypes and map each to specific venues, messages, and dating-app prompts.

Short weekly check-ins of about 15 minutes to review actions, adjust templates, and confirm progress toward goals. Use a shared action list with due dates, and attach a simple scorecard: response rate, first-date rate, and satisfaction rating after each meeting.

Profile optimization: translate the data from intake into compelling bios, photos, and prompts. Create 2–3 opening messages per archetype, tested against openers that elicit quick replies. Provide samples, but avoid generic lines; tailor to each archetype’s values and styles.

Ethical guardrails: obtain explicit consent in each step, respect boundaries, avoid manipulation, and disclose paid services and data usage. Ensure safety guidelines are reviewed in each session and updated as needed.

Metrics and iteration: track monthly outcomes such as matches per week, response rates, dates secured, and client satisfaction. Review results after each cycle, adjust messaging, profile assets, and outreach cadence accordingly.

Communication tone: align language with the client’s persona; encourage honest feedback; document failed attempts to prevent repeats. Use a transparent, data-driven approach that respects privacy and builds trust.

Adopt a repeatable framework that scales as client needs evolve, with regular audits of outcomes and updates shared in a single log.

Define your niche and client avatar to focus outreach and match criteria

Start with a single niche and craft an avatar that mirrors a real prospect. Build a one-page profile including: age range 28–42, metro-area location, education level bachelor’s or higher, annual income 70k–120k, career fields such as tech, finance, or healthcare, and lifestyle notes (weekly social activity, travel 2–4 times yearly). Capture relationship goals (serious, within 12–24 months), non-negotiables (truthfulness, reliability, open communication), and values (empathy, accountability). Update this sheet quarterly based on client intake and outcomes.

Translate the avatar into outreach planning and screening criteria. Align two or three channels with the target group: curated Instagram content, partnerships with wellness studios or professional networks, and local events. Prepare 3 value-led messages that speak to outcomes such as stronger connection quality, dating clarity, and time-efficient meetings. Keep templates short, concrete, and actionable; include a clear call to schedule a discovery session.

Frame match criteria as a numeric rubric. Create a scoring sheet with weights: values alignment 40%, lifestyle compatibility 25%, readiness and commitment signals 20%, communication style 15%. Use 0–100 scales; require minimum 70 to consider an introduction. Track outcomes by cohort and review monthly to refine weights, thresholds, and message angles.

Operationalize the avatar through intake and ongoing quality checks. Use a 15–20 minute intake call to confirm the avatar fits; if mismatched, pause and re-sculpt the sheet. Maintain a simple CRM tag next to each prospect: avatar match score, preferred channels, readiness level, last outreach date. Schedule introductions when score exceeds threshold; otherwise, nurture via targeted content and check-ins every 2–3 weeks.

Example avatar snapshot: Jordan, 35, Seattle, Product leader, income 95k, seeks long-term relationship, values honesty and a growth mindset, hobbies include hiking and live music; deal-breakers: poor communication, dishonesty.

Build a repeatable onboarding and goal-setting workflow for clients

Launch a 14‑day intake sprint with a standardized data sheet, a 30‑minute alignment session, and a one‑page action plan signed by the client. The sheet collects: name or alias, preferred contact method, dating objectives, non‑negotiables, weekly availability, desired pace, and success criteria.

Use automation to route form completion into a shared workspace, trigger an alignment slot within 24 hours of submission, and deliver the plan within 48 hours.

• Milestone 1 – Intake validation: verify inputs, flag conflicts, log assumptions in the client record.
• Milestone 2 – Plan crystallization: translate inputs into 2–4 measurable outcomes plus a 4‑week calendar with weekly actions.
• Milestone 3 – Commitment & schedule: secure sign‑off on the plan and set dates for the next two touchpoints.

Key templates to maintain consistency:

1. Intake questionnaire: 7 fields, optional notes, privacy acknowledgment.
2. Goal sheet: 2–4 success criteria with numeric targets and a deadline.
3. Action calendar: weekly tasks, owners, and completion indicators.

Data you should collect and monitor:

• Completion rate of intake form (target: ≥92% within 48 hours).
• Plan sign‑off rate (target: ≥95% after alignment).
• Time to first action (target: ≤7 days).
• Client satisfaction score (target: NPS 50+ after month one).
• Plan adherence rate (target: ≥85% of weekly actions completed).
• Goal achievement rate (target: ≥60% of defined outcomes met by week 8).

Sample scripts you can adapt:

1. Kickoff intro (15–20 seconds): “Welcome aboard. I will guide you through a concise intake, a practical plan, and minimal weekly check‑ins.”
2. Alignment check (60 seconds): “Here are your top 3 objectives, constraints, and the metrics we will track. Do these reflect your intentions?”
3. Sign‑off invitation (30 seconds): “If you approve these targets, please confirm with your signature and we schedule the next milestone.”

Plan revision protocol:

• Trigger: a goal shift or constraint change captured during weekly reviews.
• Response: update the plan within 48 hours, reissue the one‑page document, and re‑schedule the next touchpoint.

Implement a transparent matchmaking framework with intake, criteria, and feedback loops

Launch a secure, centralized intake portal that collects baseline data and gates progress until fields are completed. Capture 14 data points: relationship objective, core values, deal-breakers, preferred age range, location radius, weekly availability, communication tempo, past relationship lessons, safety expectations, boundaries, budget, privacy preferences, consent to data handling, and an emergency contact. Enforce mandatory fields and provide inline hints to clarify intent.

Three to five measurable criteria drive the alignment. Example weights: goals alignment 0.40, lifestyle compatibility 0.20, availability 0.15, communication style 0.15, proximity/logistics 0.10. Apply a 0–5 scale with anchors: 0 none, 1 basic, 2 developing, 3 solid, 4 strong, 5 excellent. Compute a final score automatically and display it in the client view alongside the per-criterion ratings.

Provide a transparent rubric by making the scoring breakdown visible to clients and candidates. Show each criterion score, the rationale for the rating, and how the overall number drives next steps, such as moving to a preliminary meeting or pausing the cycle.

Feedback loops: after each outreach or interaction, collect input within 72 hours using a brief two-question form and optional comments. Schedule a 1-week check-in and a 2-week follow-up to verify satisfaction and adjust parameters in subsequent searches. Use the results to recalibrate weights or add new constraints.

Data governance: store data with encryption in transit and at rest, restrict access by role, and maintain an action log. Implement a retention plan: active client data retained 2 years, then anonymized or deleted; run quarterly audits to confirm compliance.

Operational cadence: complete the intake within 48 hours; run scoring within 24 hours; refresh candidate pools weekly; target 3–5 polished matches presented per client cycle.

Quality checks: hold quarterly calibration sessions to compare scores on anonymized samples, realign weights, and document decisions. Track metrics such as intake completion rate, average gap between client goals and final matches, match progression to first date, and client-satisfaction signals.

Tooling and templates: use a form builder for intake, a scoring ledger, and a lightweight dashboard. Keep templates versioned, generate exportable reports, and ensure accessibility and language options.

Risk mitigation: apply blind scoring for initial evaluation to reduce bias; require supervisor sign-off on scores that exceed a threshold; publish a short ethics note to clients.

Concrete field examples and prompts: Describe your ideal first date; List three non-negotiables; Rate your preferred dating pace on a 1–5 scale; Identify locations within a 30-minute commute that suit you; Share a short paragraph about a relationship priority.