Define three non-negotiables, your ideal pace, and a single hard constraint present this in a compact briefing to align search parameters and speed up meaningful matches.
Supply concise dating history details including relationship duration, recurring patterns, and the qualities you valued most in partners, with concrete examples.
Describe daily life and core values mention routines, hobbies, travel tolerance, and the types of conversations that energize you, plus three personal interests to anchor compatibility signals.
Clarify communication preferences and boundaries specify preferred channels, response cadence, meeting rhythm, and obvious red flags that signal misalignment.
Set measurable expectations for the advisor request a monthly target for verified introductions, a framework for gauging suitability, and a sample binder that demonstrates alignment with your brief.
Compatibility assessment workflow: how Natalia judges fit and chemistry
Start with a 10-minute alignment check: confirm core values and expected relationship dynamics; this creates a measurable baseline for later judgments.
Step 1 – Intake anchors: Collect explicit data on long-term goals, deal-breakers, lifestyle preferences, and time availability. Document non-negotiables in a single line per category; set a “must” list and a “nice-to-have” list. Use a standardized form with fields for: core values, daily routines, preferred pace, tolerance for distance, and conflict style. This ensures repeatable evaluation across cases.
Step 2 – Scoring rubric: Allocate a 1–5 score across five dimensions: values harmony, goals alignment, emotional chemistry, communication rhythm, lifestyle compatibility. Set a minimum threshold for each dimension (no lower than 2) and aim for an average of at least 3.5. Weights: values and goals 25% each, chemistry 20%, communication 20%, lifestyle 10%. A passing record leads to a green light for next steps.
Step 3 – Dialogue prompts: Use a structured conversation script to reveal real-time dynamics. Examples: What signals do you rely on to calm tensions? Describe a goal you’re pursuing and a plan to balance it with daily life. How do you handle a miscommunication in a recent chat? What values would you defend in a tough moment?
Step 4 – Behavioral calibration: Observe consistency between stated preferences and actions in low-stakes interactions: punctuality, follow-through, tone, humor compatibility, responsiveness. Record notes with timestamps and attach a short summary of impressions.
Step 5 – Debrief and decision matrix: After each interaction, compile a succinct debrief: energy level, safety, mutual curiosity, and boundary respect. If the composite score remains above 3.5 and no single dimension dips below 3, advance to an introductory meeting. If not, schedule a recheck or adjust expectations.
Step 6 – Privacy and documentation: Store notes securely, use neutral language, and anonymize client identifiers. Maintain a concise log of actions and outcomes, with a clear trail showing how decisions were reached.
Step 7 – Continuous improvement: Review outcomes quarterly; compare the predicted fit against actual trajectory, refine prompts, and adjust the rubric to reflect evolving preferences and norms in dating dynamics.
Pre-consultation prep: data, prompts, and profiles to gather
Collect a compact data packet first: verified basics (age, location, education, career), primary relationship goals, and non-negotiables. Then craft targeted prompts and assemble a compatibility dossier from the responses.
Data to gather:
- Demographics and context: age, city, time zone, languages spoken, current occupation, education level.
- Relationship goals: short-term aim, long-term trajectory, desired commitment level, preferred pace of dating.
- Lifestyle and routine: weekday vs weekend patterns, travel frequency, work schedule, sleep/wake times, fitness style.
- Values and beliefs: core priorities (family, health, finances), religious or cultural preferences, political leanings only as relevant to long-term alignment.
- Communication and conflict style: how you express needs, how you handle disagreements, preferred cadence of check-ins.
- Dealbreakers and must-haves: independent or shared hobbies, living situation, pet preferences, smoking/drinking stance, children desire.
- Past relationship insights: what worked, what didn’t, key learnings, patterns to avoid.
- Practical signals: availability windows, budget considerations for shared activities, willingness to relocate.
Prompts to gather meaningful responses:
- Describe your ideal 48-hour span with a partner, including activities, pace, and conversation topics.
- List five core values and give a concrete example of how you live them daily.
- Explain a recent disagreement and the approach you took to resolve it.
- Outline your non-negotiables and a soft preference you’re flexible on, with rationale.
- Summarize your long-term vision: where you see life in five to seven years.
- Share how you recharge after stress and what kind of support you seek from a partner.
- Describe how you like to split tasks and plan budgets in a shared life.
Portfolio outline (to assemble from responses):
- Overview: concise self-introduction, current role, and dating intent.
- Lifestyle snapshot: daily schedule, travel habits, social preferences.
- Compatibility signals: a short list of non-negotiables and nice-to-haves.
- Communication blueprint: preferred tone, cadence, and conflict approach.
- Relationship blueprint: desired dynamics, boundary framework, decision-making style.
- Practical notes: logistics, relocation openness, and finance alignment.
Milestones and deliverables: what you get and when
Submit your goals brief within 2 days of starting to anchor criteria and trigger the plan.
Week 1 – Intake and alignment: deliverables include a goals and success-metrics document, a consent agreement for data handling, and a brief bio-ready narrative outline of your public persona. Time to completion: by the end of Week 1.
Week 2 – Strategy and messaging: deliverables include a target persona brief (two-sentence summary), outreach templates for initial messages and follow-ups, and a channel plan outlining where outreach will occur. Time to completion: by the end of Week 2.
Weeks 3–4 – Candidate curation: deliverables include a curated pool of 8–12 vetted matches with concise notes covering fit, strengths, flags, and a prioritization ranking. Time to completion: by the end of Week 4.
Weeks 4–6 – Introductions and coordination: deliverables include 2–4 first introductions with context notes and suggested talking points, plus calendar slots for discussion. Time to completion: staggered through Weeks 5 and 6 as appointments align.
Ongoing cadence – updates and optimization: deliverables include a weekly progress report (new conversations, response rates, objections), updated criteria as needed, and a revised shortlist every 2–3 weeks to reflect feedback. Check-in calls: monthly to review results and adjust strategy.
Packages and scope – Standard vs Premium: Standard provides 8–12 vetted matches, 2–3 introductions per week, 1–2 coaching sessions, and 2 feedback rounds within 6–8 weeks. Premium adds 50% more introductions, 3–4 coaching sessions, 4 feedback rounds, and broader channel outreach across 3 platforms, completing within 8–12 weeks.