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Friend of a Friend · Studio
Matchmaker training
The Studio, end to end.
Everything you need to run a client from application to a great first date — and how the console does the heavy lifting so you can focus on people.
A 15-minute walkthrough · follow along in the live Preview console.
What we'll cover
Six things by the end.
- Get into the console — and the Preview mode you can practice in
- Read a client profile the way the engine does
- Turn a real conversation into a profile with consultations
- Generate matches and read why two people fit
- Move a match through its lifecycle and plan the date
- The daily rhythm, and the rules that keep everyone safe
Getting in
Two ways to open the Studio.
Real
Sign in
Your email + password against the live system. Your admin sets you up; you can reset your own password anytime.
Practice
Preview the console
The "Preview the console (demo)" button loads example clients — nothing is saved. Perfect for learning without touching real people.
◐ Prefer a cooler look? Hit Theme in the header to switch palettes — it remembers your choice.
The lay of the land
Three areas, that's it.
- Header — who you are, and (for admins) Team & Outcomes. Sign out lives here too.
- Client list (left) — everyone you can see, with a status pill. Search by name/email or filter by status.
- Main panel (right) — the selected client: their profile, timeline, consultations, and matches.
💡 Click + New to add a client, or a name on the left to open them.
The pipeline
A client moves through statuses.
Lead→Screening→Active→Matched→Archived
- Lead — just applied. Screening — you're getting to know them + safety check.
- Active — profile's ready; they're in the matching pool.
- Matched → Archived — introduced, dating, and (the win) graduated.
🧭 Your status filter is your to-do list — see Team-Workflow.md for who owns which stage.
The client · Profile tab
What we match on.
- The basics — who they're seeking, age range, location (the engine's hard filters).
- Interests, traits, love languages — how they spend time, handle conflict, give & receive care.
- Dealbreakers & goal — the hard no's and what they're actually looking for.
- Children — a fundamental the engine treats as a hard filter.
✍️ Nothing here is set in stone — you own the profile, not the AI. Fix anything that reads wrong.
The client · Timeline tab
Where they are, at a glance.
The Progress strip and Timeline show every milestone — Applied, Consultation analyzed, In the pool, Match suggested, Introduced, On a date. It's the same story the client sees in their member area, so you're always on the same page.
📌 Glance here first on any client — it tells you what needs to happen next.
The client · Consultations tab
Turn a conversation into a profile.
1 · Consent
Always first
Confirm the client consents to recording. No consent → take written notes instead. Never record secretly.
2 · Capture
Audio or transcript
Upload the recording (we transcribe it) or paste the transcript straight in.
3 · Analyze
Claude drafts it
The AI turns the conversation into the structured profile — interests, traits, love languages, dealbreakers.
4 · Review
You clean it
Read it, fix anything it misread, and set the client Active. That's the hand-off to matching.
Not every client gets a sit-down
Two intake paths.
- Neighbor (free pool) & Friend ($59/mo + $149 intake) — build their profile themselves in the chatbot. You just review the finished profile. No meeting.
- Close Friends ($99/mo + $349) & Inner Circle ($149/mo + $749) — the full live consultation, your unhurried conversation. Same questions, deeper.
📖 The full question set (and how deep to go by tier) is in Consultation-Question-Bank.md.
The client · Matches tab
The engine ranks; you choose.
- Hit Generate & save top 10 — the engine ranks the active pool for this client.
- Each candidate shows a score and a one-line rationale.
- The list is a shortlist, not a verdict — you pick the one person worth introducing.
⚙️ Two passes: a fast filter, then weighted scoring — plus a semantic "story" read blended in.
The best button in the app
"Explain score" — why they fit.
- Hard filters up top — Gender ✓, Age ✓, Dealbreakers ✓. Any ✕ means they'd never be matched.
- Signal bars — shared interests, goal, values, children, location, love languages — each with its weight and how much it added to the score.
- The detail line tells the human story: "a small give→receive gap on quality time — coachable."
🎯 Read this before every introduction — it's your talking points for "why you two."
Moving a match
From suggested to a great date.
Suggested→Introduced→Accepted→Dated
- Introduced when you share it; Accepted when both say yes.
- Set up date — curate 2–3 spots + a few evenings; each picks privately, it books where they overlap.
- Date feedback after — the honest, kind read that makes the next match sharper.
Admin · Outcomes
Does the score actually work?
- Acceptance by score band — do higher scores really lead to better dates?
- Compatibility weights — the dials the engine uses. Editable.
- Suggested from outcomes — the data proposes new weights; a human approves — the engine never tunes itself.
🔒 Admins only. Review monthly (~30 min) — see Team-Workflow.md → Admin.
Admin · Team
Managing the team.
- Add a teammate with a temporary password; set them Matchmaker or Admin.
- Reset anyone's password, or disable a seat when someone rolls off.
- Client history stays with the business — nobody loses continuity.
How the job actually feels
Your daily rhythm.
- Evening sweep — once a day, clear your stage queue (a status filter) and reply to clients within a day.
- Advance the status the moment something changes, and ping the next owner in GroupMe → Handoffs.
- Cover your buddy when you're on a casino shift, so nothing stalls.
- The dashboard is the source of truth — if it isn't in here, it didn't happen.
The non-negotiables
Keep it safe, keep it private.
- Background check clears before any introduction. No exceptions.
- Consent governs recording and sharing. When unsure, ask before you act.
- Privacy is the brand — client details never go in GroupMe; use the dashboard.
- Promise effort and honesty, never an outcome.
📚 Deeper: Onboarding.md · Team-Workflow.md · Safety-Protocol.md · Team-FAQ.md
You're ready
Go be the person you'd want choosing your match.
Open the Preview console and click around — it's the fastest way to get comfortable. Nothing you do there is real, so poke everything.
Friend of a Friend