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How to Get the Best Out of Perfect Match

Setting up your profile and preferences to receive the most accurate and relevant partner matches through Perfect Match.

Masa Sasaki avatar
Written by Masa Sasaki
Updated this week

Intro:

Perfect Match is your gateway to the most relevant and valuable partnerships within the Collective OS network. Powered by our proprietary Matchmaker AI, it’s designed to recommend partners who truly align with your needs, so you can grow, scale, and succeed together.

But here’s the key. The more specific and complete your information, the better your matches will be. This guide walks you through exactly what to do to get the highest quality Perfect Match recommendations.


🚀 What is Perfect Match?

Perfect Match is Collective OS’s smart partner recommendation system. It uses Matchmaker AI to understand:

  • Who your organization is

  • What kind of partners you are looking for

Then, it searches across the network to deliver matches that are built for long-term success, not just quick fixes.


✅ Step 1: Strengthen Your Organization Profile

To help our Matchmaker AI truly understand your firm, make sure your profile includes:

  • A clear, concise organization description

    • Let others (and our AI) know what makes you unique.

  • At least 3 published services

    • This helps identify your core strengths and capabilities.

  • At least 3 clients with industries

    • This helps our system understand your typical client size, operating industries, and engagement patterns.

  • At least 1 structured case study

    • Helps our AI understand how you solve real client problems - what you did, how you did it, and the impact you made.


🎯 Step 2: Fill Out Your Partnership Preferences

This is where the magic happens. Your preferences shape the partner traits our AI looks for.

At a minimum, we recommend filling out these three fields:

  1. What services are you interested in from others?

    • This tells the system what skills or capabilities you’re seeking.

  2. What industry experience is critical to partnering with your firm?

    • Matching industry experience creates better collaboration and operational synergy from combined industry knowledge.

  3. Where should your ideal partners be located?

    • Whether you prefer local expertise or global reach, location matters.

👉 Pro Tip: Be specific. Selecting fewer, more focused options in each field leads to sharper, more accurate matches. Broad selections can dilute the quality of your results.


🧠 Why Specificity Matters

Perfect Match doesn’t just look for availability; it looks for alignment. The more specific your inputs, the more tailored and relevant your results will be. Think of it like tuning a search filter: clarity leads to quality.


💡 Final Tip

The better we know your organization and your partnership needs, the better we can help you build the right relationships. Take a few minutes to optimize your profile and preferences.

Your future partners are just a Perfect Match away.

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