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Наталья, эксперт по подбору пар

Психология
Сентябрь 04, 2025
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Define five non-negotiables for a partner and rank them by importance; share this with your adviser for a precise plan.

Maintain a candidate pool of 30–50 vetted prospects monthly; filter via five criteria: age range, location within 60 miles, education level, career trajectory, and aligned lifestyle goals. Use a 12-question intake to capture details and translate into a scoring rubric.

Adopt a 2-step vetting workflow: initial remote conversation of 25–35 minutes, followed by in-depth consultation on goals, values, and deal-breakers; obtain consent for reference checks where appropriate; preserve privacy with encrypted data handling.

Schedule 4 curated introductions per month, prioritizing high-fit prospects and ensuring at least a biweekly date rhythm for clients seeking steady progression.

Track KPIs with a transparent monthly report: response rate, interview-to-date conversion, dates attended, and satisfaction guidance; base adjustments on data rather than instincts.

Privacy-first approach includes strict nondisclosure, data minimization, opt-in profile sharing, and client control over visibility across circles; never disclose personal details without consent.

Onboarding spans 6–8 weeks, with biweekly check-ins, alignment workshops, and practical milestones such as 2 completed introductions and 1 profile refresh per quarter.

Expect measurable progress: a clearly defined timeline, monthly progress map, and a joint plan for refining profile criteria after each round of introductions.

Defining Ideal Matches: Client and Candidate Profiling and Vetting Criteria

Defining Ideal Matches: Client and Candidate Profiling and Vetting Criteria

Begin with a dual-profile framework: assign each client and candidate a core-compatibility score and a lifestyle-fit score, totaling 100 points; require green light on both before advancing to shortlist.

Client profiling centers on concrete data: core values alignment, long-term relationship goals, daily rhythms, travel frequency, social circle, relocation tolerance, financial posture, and non-negotiables. Each area is scored on a 0–10 scale; minimums are values 7, lifestyle 6, finances 5, and non-negotiables 8. Collect consented facts through a structured intake form and corroborate with documented evidence where possible.

Candidate profiling mirrors client data points with emphasis on relationship intent, current status, past commitment patterns, career trajectory, relocation openness, health and wellness priorities, family planning, and privacy boundaries. Apply identical scoring thresholds: core goals 8, behavior patterns 6, lifestyle compatibility 7, reliability indicators 8.

Vetting criteria establish trust: identity verified via official ID, date of birth, and photo match; background screening aligned with local regs and consent; education and past employment confirmed by primary sources; references drawn from at least two credible associates with structured questions; online presence reviewed only for publicly shared, non-sensitive signals, respecting privacy boundaries; financial transparency assessed through disclosed income range, major debt, assets, and timeline of earning power.

Processing workflow ensures consistency: use an intake questionnaire, conduct structured interviews focused on values, conflict style, and communication preferences, run scenario-based exercises to test problem-solving under pressure, document all findings in a centralized scorecard, and assign a final justification for shortlisted candidates.

Data governance protects sensitive information: obtain explicit consent for each check, limit data collection to what directly informs fit, store records securely, control access, and retain materials only for a defined period after engagement concludes.

Expected outcomes include higher match quality, shorter time to shortlist, and reduced churn. Track metrics such as green-check pass rates, average compatibility score of shortlisted pairs, and client feedback scores after introductions.

Intake to Match Brief: Collecting Data to Build a Personalized Plan

Require a 12–15 question intake form before any session to lock in primary goals, non-negotiables, and scheduling constraints. Structure categories: personal context, relationship goals, lifestyle and routines, values and preferences, past dating patterns, and privacy settings.

Adopt a three-slice data flow: digital questionnaire (7–10 minutes), 20-minute interview to clarify nuance, 60-minute alignment call to finalize brief.

Translate input into a personalized brief with three outputs: candidate profile map, compatibility matrix, and outreach plan draft.

Capture areas include: age range, location tolerance, work schedule, travel frequency, social life, hobbies, date-night preferences, communication style, conflict handling, deal-breakers, pet considerations, family values.

Deliver a one-page plan: timeline, match pool notes, and messaging templates.

Data handling guidelines: store responses on a secure server; share only user-approved data with potential matches; allow opt-out or data deletion at any time.

Quality checks: have two teammates review intake data; run a rapid cross-check; revise plan within 48 hours after receipt.

Common pitfalls: vague goals, conflicting preferences, outdated data; schedule a 90-day refresh to keep plan aligned with life changes.

From First Contact to First Date: Timeline, Communication Protocols, and Milestones

Respond within 1 business day with a tailored plan and propose a 15-20 minute discovery call to align expectations.

  1. Initial Contact & Response
    • Timeframe: 0–24 hours from inquiry. Deliver a personalized acknowledgment, confirm preferred contact method, and outline next steps.
    • Requirements: collect core criteria–relationship goals, deal-breakers, non-negotiables, geographic radius, weekly availability, and privacy preferences.
  2. Discovery Call & Profile Alignment (48–72 hours)
    • Ask five targeted questions; explain consulting approach; cover safety, data handling, consent, and expectations for ongoing updates.
    • Produce a matching brief: highlight top traits, must-avoid items, and success measures. Include sample profiles with concise rationale.
  3. Candidate Curation & Shortlist (3–7 days)
    • Deliver 3–5 vetted profiles with short justification; annotate alignment score and suggested date windows for first contact.
  4. Outbound Messaging Protocol (1–5 days)
    • Provide warm intro templates; customize for each match; set response cadence: initial contact within 24–48 hours, followed by 1–2 prompts if needed.
  5. Interviews & Verification (7–14 days)
    • Coordinate 15–20 minute calls or video chats; use standardized questions to assess compatibility; document impressions, flags, and notes.
  6. Date Planning & Safety (10–21 days)
    • Suggest 1–2 date options; confirm location, transportation, and contingency plan; provide venue research and punctuality expectations.
  7. First Date & Debrief (1–3 weeks after outreach)
    • Collect structured feedback; compare chemistry against predefined metrics; decide on next steps or additional introductions.
  8. Progression & Reset (post-date)
    • Update brief with new insights; refine candidate pool; initiate next outreach cycle with adjusted criteria if needed.

Structured milestones and a precise messaging cadence accelerate strong connections and smooth movement from contact to date.

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