Matchmaker Resources

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Course curriculum

1. The Tawkify Process
2. Tour of Tawkify's Dashboard
3. Matchmaker Support
4. Matchmaker Out of Office- Same Day
5. Going on Vacation? PTO Steps
6. Entering Hours and PTO
7. Welcome Meeting Availability in Calendly Requirements
8. Technical Troubleshooting Tips
9. The Pause Process
1. Description of Client Packages
2. Customer Labels
1. Front Guidelines
2. Front Intro/Setup
3. Front Settings
4. Front Inboxes
5. Out of Office- Front
6. Archiving in Front
7. Assigning in Front
8. Unsubscribing in Front
9. Search in Front
10. Contacts in Front
11. Emails in Front
12. Text/SMS in Front
13. Templates in Front
14. Notifications in Front
15. Accesssing Google Calendar in Front
16. Front Resources
17. See Full Front SOP
1. Welcome Meeting Slides
2. Welcome Meeting Consult
3. Welcome Meeting Video
4. Welcome Meeting Training Video
5. Welcome Meetings At a Glance
6. Where to Find Out About Your Upcoming Welcome Meetings
7. Welcome Meeting Set-Up
8. Before the Welcome Meeting
9. During The Welcome Meeting
10. Digging in Deeper
11. Regarding Match Refusal
12. Sample Welcome Meeting Notes
13. Post Welcome Meeting
14. Follow Up Welcome Meeting Letter
15. Welcome Meeting: FAQs
16. Sample Welcome Meeting Template
17. Transfer Client Welcome Meetings
18. Transferring Clients Training Video
19. Transfer WM Video
1. How to Find and View the Candidate Search Tool
2. How to use the Candidate Search Tool
3. Keyword Search
4. Candidate Search Tool Actions: Select Candidate, Send for Match Approval, or Pass
5. Video Screening (Screening Team), Candidate Video Screening (Self-Recorded)
6. Select/Approval (Includes Client-Client Matches)
7. Matchmaker SOP: Client Flexing/Realignment
8. Matchmaker SOP: Candidate Screenings & Approvals
1. Match Presentation Basics
2. Sample Match Presentation
3. Sample Match Presentation Email
4. Match Presentation SOP
5. Date Preparation Basics
6. Matchmaker Tech: Match Presentation through Date Planning
1. Date Planning Basics
2. Information for Date Planning Team
3. Matchmaker Order of Operations for Date Planning
4. Availability Coordination
5. Date Planning Team Flow
6. General Flow Checklist
7. Watch these Looms on the Matchmaker- Date Planning Flow
8. Utilization of Front
9. Procedure for Minimizing Candidate Overwhelm
10. Cancel Date: Date Cancellations
11. Phone Number Exchange (PNE)
12. How to Reschedule a Date for a Canceled Match
13. Setting up a Zoom Date
14. Recommended Date Locations Live Map
15. Matchmaker SOP: Date Planning Operations
1. Sample Pre Date/Date Feedback Preparation Email
2. Date Feedback Basics
3. During Date Feedback Call
4. How to Review Date Feedback
5. Date Feedback Session Scenarios & Strategies
6. Sample Date Feedback Summary Templates
7. How to Submit Match for Payment
8. Date Feedback Form & Troubleshooting Tips
9. Feedback 101
1. Post Welcome Meeting Email
2. First Date Prep
1. Tawkify General Policies
2. Acknowledgment: Tawkify General Policies
3. Tawkify Privacy Policy
1. Key Changes
2. Important Highlights
3. Allowing for Flexibility
1. Ending a Client Package
2. Communication Flow with Clients
3. Top 3 Priorities and Top 3 Preferences
4. Match Presentations/Date Rejections
1. Submitting MM Support Tickets
2. Tour of the Dashboard
3. Tour of Client Dashboard
1. Approved Metros
1. Template - Friends and Family Link - Referral
1. Fun links to share with clients
2. Attachment Style with Taryn Newton-Gill
3. Facebook 'Date Him' Recruiting with Dara Rahill and Eliza Miller
4. Holding Boundaries with Tammy Trinchetto
5. 7 Things to be Mindful of for a Successful First Date
6. Client Check-In Templates
7. Tawkify Glossary
8. Work-Life Balance Flow with Anya Faruque
9. Dating for Connection with Jodi Pirlot
10. Developing Emotional Awareness with Katie Hisey
11. Effective Communication with Anna Morgan
12. Lets Talk Mindset Self Awareness and Increasing Energy with Marcela
13. Meaningful Goal Setting with Nicky Gordon
14. Power of Feminine Energy with Lori Davis
15. Tawkify Glossary
16. Creating a Vision Board with Deborah Knight
17. Dating while Divorced and/or Parenting with Ngoc Tran
18. Planning Page Cheat Sheet
19. VIDEO CONNECT FAQ for Internal Staff
1. Freeing Yourself with Lori Davis
2. Efficiency with Katie Hisey
3. Getting Curious with Page Barlow
4. Date Feedback with Jodi Pirlot
1. Coaching Q&A
2. Dating Fun Facts and Statistics by Holly McCusker
3. Limiting Beliefs in Dating by Holly McCusker
4. How Values Play a Role in Dating by Holly McCusker
5. How to Flex Clients by Katie Hisey
6. Shifting Mindset by Holly McCusker
7. Inclusive Verbiage by Em Brainard
8. Submitting Matchmaker Support Tickets by Em Brainard
9. Realignment by Em Brainard
1. Tawkify Love Stories & Testimonials
1. Tawkify Matchmaker Variable Compensation Plan
2. Client Match Forfeiture
3. Phone Number Exchanges (PNE)
4. New Client Referral Bonus Guidlines
5. Base Pay Coverage

About this course

Free
140 lessons
16 hours of video content
Welcome Meeting

Course curriculum

1. The Tawkify Process
2. Tour of Tawkify's Dashboard
3. Matchmaker Support
4. Matchmaker Out of Office- Same Day
5. Going on Vacation? PTO Steps
6. Entering Hours and PTO
7. Welcome Meeting Availability in Calendly Requirements
8. Technical Troubleshooting Tips
9. The Pause Process
1. Description of Client Packages
2. Customer Labels
1. Front Guidelines
2. Front Intro/Setup
3. Front Settings
4. Front Inboxes
5. Out of Office- Front
6. Archiving in Front
7. Assigning in Front
8. Unsubscribing in Front
9. Search in Front
10. Contacts in Front
11. Emails in Front
12. Text/SMS in Front
13. Templates in Front
14. Notifications in Front
15. Accesssing Google Calendar in Front
16. Front Resources
17. See Full Front SOP
1. Welcome Meeting Slides
2. Welcome Meeting Consult
3. Welcome Meeting Video
4. Welcome Meeting Training Video
5. Welcome Meetings At a Glance
6. Where to Find Out About Your Upcoming Welcome Meetings
7. Welcome Meeting Set-Up
8. Before the Welcome Meeting
9. During The Welcome Meeting
10. Digging in Deeper
11. Regarding Match Refusal
12. Sample Welcome Meeting Notes
13. Post Welcome Meeting
14. Follow Up Welcome Meeting Letter
15. Welcome Meeting: FAQs
16. Sample Welcome Meeting Template
17. Transfer Client Welcome Meetings
18. Transferring Clients Training Video
19. Transfer WM Video
1. How to Find and View the Candidate Search Tool
2. How to use the Candidate Search Tool
3. Keyword Search
4. Candidate Search Tool Actions: Select Candidate, Send for Match Approval, or Pass
5. Video Screening (Screening Team), Candidate Video Screening (Self-Recorded)
6. Select/Approval (Includes Client-Client Matches)
7. Matchmaker SOP: Client Flexing/Realignment
8. Matchmaker SOP: Candidate Screenings & Approvals
1. Match Presentation Basics
2. Sample Match Presentation
3. Sample Match Presentation Email
4. Match Presentation SOP
5. Date Preparation Basics
6. Matchmaker Tech: Match Presentation through Date Planning
1. Date Planning Basics
2. Information for Date Planning Team
3. Matchmaker Order of Operations for Date Planning
4. Availability Coordination
5. Date Planning Team Flow
6. General Flow Checklist
7. Watch these Looms on the Matchmaker- Date Planning Flow
8. Utilization of Front
9. Procedure for Minimizing Candidate Overwhelm
10. Cancel Date: Date Cancellations
11. Phone Number Exchange (PNE)
12. How to Reschedule a Date for a Canceled Match
13. Setting up a Zoom Date
14. Recommended Date Locations Live Map
15. Matchmaker SOP: Date Planning Operations
1. Sample Pre Date/Date Feedback Preparation Email
2. Date Feedback Basics
3. During Date Feedback Call
4. How to Review Date Feedback
5. Date Feedback Session Scenarios & Strategies
6. Sample Date Feedback Summary Templates
7. How to Submit Match for Payment
8. Date Feedback Form & Troubleshooting Tips
9. Feedback 101
1. Post Welcome Meeting Email
2. First Date Prep
1. Tawkify General Policies
2. Acknowledgment: Tawkify General Policies
3. Tawkify Privacy Policy
1. Key Changes
2. Important Highlights
3. Allowing for Flexibility
1. Ending a Client Package
2. Communication Flow with Clients
3. Top 3 Priorities and Top 3 Preferences
4. Match Presentations/Date Rejections
1. Submitting MM Support Tickets
2. Tour of the Dashboard
3. Tour of Client Dashboard
1. Approved Metros
1. Template - Friends and Family Link - Referral
1. Fun links to share with clients
2. Attachment Style with Taryn Newton-Gill
3. Facebook 'Date Him' Recruiting with Dara Rahill and Eliza Miller
4. Holding Boundaries with Tammy Trinchetto
5. 7 Things to be Mindful of for a Successful First Date
6. Client Check-In Templates
7. Tawkify Glossary
8. Work-Life Balance Flow with Anya Faruque
9. Dating for Connection with Jodi Pirlot
10. Developing Emotional Awareness with Katie Hisey
11. Effective Communication with Anna Morgan
12. Lets Talk Mindset Self Awareness and Increasing Energy with Marcela
13. Meaningful Goal Setting with Nicky Gordon
14. Power of Feminine Energy with Lori Davis
15. Tawkify Glossary
16. Creating a Vision Board with Deborah Knight
17. Dating while Divorced and/or Parenting with Ngoc Tran
18. Planning Page Cheat Sheet
19. VIDEO CONNECT FAQ for Internal Staff
1. Freeing Yourself with Lori Davis
2. Efficiency with Katie Hisey
3. Getting Curious with Page Barlow
4. Date Feedback with Jodi Pirlot
1. Coaching Q&A
2. Dating Fun Facts and Statistics by Holly McCusker
3. Limiting Beliefs in Dating by Holly McCusker
4. How Values Play a Role in Dating by Holly McCusker
5. How to Flex Clients by Katie Hisey
6. Shifting Mindset by Holly McCusker
7. Inclusive Verbiage by Em Brainard
8. Submitting Matchmaker Support Tickets by Em Brainard
9. Realignment by Em Brainard
1. Tawkify Love Stories & Testimonials
1. Tawkify Matchmaker Variable Compensation Plan
2. Client Match Forfeiture
3. Phone Number Exchanges (PNE)
4. New Client Referral Bonus Guidlines
5. Base Pay Coverage

About this course

Free
140 lessons
16 hours of video content

The Tawkify Process

Types of Client Packages

Front/Communications

Welcome Meetings

Searching and the Screening Team

Presenting the Match & the Match Process

Date Planning

Feedback Call

Templates for Matchmaking

Tawkify Policies

Service Agreement

Tawkify Tips and Best Practices

Dashboard

Client Metros

Recruiting

Additional Resources for Matchmaking

Theme Presentations

Community Presentations

Tawkify Success Stories

Payroll

About this course

The Tawkify Process

Types of Client Packages

Front/Communications

Welcome Meetings

Searching and the Screening Team

Presenting the Match & the Match Process

Date Planning

Feedback Call

Templates for Matchmaking

Tawkify Policies

Service Agreement

Tawkify Tips and Best Practices

Dashboard

Client Metros

Recruiting

Additional Resources for Matchmaking

Theme Presentations

Community Presentations

Tawkify Success Stories

Payroll

About this course