Tawkify Training and Resources

Matchmaking Leadership + Support Team

Tri-Net

Insurance/Benefits

Entering/Updating Personal Information

Entering Hours and PTO

Welcome Meeting Availability in Calendly Requirements

Time Blocking for Productivity

Our Love of Matchmaking

The Tawkify Process

Introduction to Matchmaking

Tour of Tawkify's Dashboard

Matchmaker Support

Technical Troubleshooting Tips

The Pause Process

Client Renewals and Package Completion Basics

Description of Client Packages

Profile Banners (Labels)

Front Guidelines

Front Intro/Setup

Front Settings

Front Inboxes

Out of Office- Front

Archiving in Front

Assigning in Front

Unsubscribing in Front

Search in Front

Contacts in Front

Emails in Front

Text/SMS in Front

Templates in Front

Notifications in Front

Accesssing Google Calendar in Front

Front Resources

See Full Front SOP

Two Week Check-Ins

Welcome Meetings At a Glance

Where to Find Out About Your Upcoming Welcome Meetings

Welcome Meeting Set-Up

Before the Welcome Meeting

Welcome Meeting Basics

Welcome Meeting | Training Script

Digging in Deeper

Regarding Match Refusal

Post Welcome Meeting

Follow Up Welcome Meeting Letter

Welcome Meeting: CLIENT FAQs

Transfer Client Welcome Meeting

Transfer WM Video

Sample Welcome Meeting Template

Welcome Meeting Slides

Welcome Meeting Consult

Welcome Meeting Assessment

How to Find and View the Candidate Search Tool

How to use the Candidate Search Tool

Keyword Search

Candidate Search Tool Actions: Select Candidate, Send for Match Approval, or Pass

Video Screening (Screening Team), Candidate Video Screening (Self-Recorded)

Select/Approval (Includes Client-Client Matches)

Matchmaker SOP: Candidate Screenings & Approvals

Hard-to-Match Checklist

Matchmaker SOP: Client Flexing/Realignment