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Client Workflow for 1:1 Matching

The objective of this resource is for clients to have a better understanding of the 1:1 product journey from a client perspective.

Patritsiya Kostadinova avatar
Written by Patritsiya Kostadinova
Updated over 3 years ago

Frequently Asked Questions

Find all of your answers to common questions related to running engagements and our platform in Orbiit Most Commonly Asked Questions.

How It Works

Client Journey

  1. Curated Audiences: Segment your audience based on custom filters.

  2. Seamless Logistics: Orbiit handles email communication, the video platform, scheduling, and reminders.

  3. Guided Conversations: Choose from our extensive topic library or DIY. Participants will have access to the conversation guide through the calendar invite.

  4. Robust Insights: Measure impact and review feedback from the 1:1 conversations in the Orbiit dashboard.

Participant Journey

See workflow here.

💫 Orbiit Benefits

  • Connect at scale. Save significant time and resources connecting the community automatically, instead of manually.

    • At <<insert client name>>, we've prioritized connecting our members over 1:1 chats for a long time, but the logistics of the experience take up significant time and is not scalable. Orbiit will feel like an extension to our team, and their backend handling of 1:1s will free up time to think creatively and focus our efforts on growing community engagement.

  • Custom matching. Clients have the ability to set tailored matching parameters for well-curated matches.

    • Match based on relevant goals

    • Match based on experience levels, function, and industry (i.e. CEO ↔ CEO, CPO ↔ CPO)

    • Match based current challenges and time-sensitive topics

  • Scheduling automation. Calendar invites are sent out over email with match introductions. Participants have full edit access to reschedule.

    • Orbiit automatically schedules the calendar invites so you can have peace of mind your members are connecting seamlessly.

  • Track feedback and get insights into your member’s conversations.

    • After conversations take place, members are prompted to complete a feedback form and those results are filtered directly into the platform.

    • Access top discussion topics, testimonials, NPS, and more quantitative data points.

✏️ Orbiit Use Cases:

    • Audience: Community at-large, function/department matching and/or cross-collaboration

    • Matching Criteria: General discussion topics, function/department, seniority/years of experience, team/company size

    • Audience: People from the same company, new cohort of members, accountability partner

    • Matching Criteria: Exploratory topics related to the membership/product/community, role/function, years of experience

    • Audience: Members who registered for an upcoming event

    • Matching Criteria: Discussion topics related to the event, member tenure, attendance of the event, event-focused goal to get out of the conversation

    • Audience: Members interested in a mentor <> mentee program, customers and prospects

    • Matching Criteria: Match like-to-unlike (i.e. similar to dissimilar) in years of experience, areas of interest (discussion topics), role/function, or knowledge of the product

    • Audience: Current customer and prospects interested to purchase the membership/product/services at hand (this data can be taken from your Sales team)

    • Matching Criteria: Exploratory topics related to membership/product, role/function, years of experience, seniority level, type of business (B2B/B2C)

    • Audience: Members with DE&I interests

    • Matching Criteria: DE&I-related topics, years of experience, focused goals.

🔢 Best Practices

  • A minimum of 3 touchpoints. Sending 1 to 2 messages through 1 medium isn’t enough. For the highest engagement, vary the channels (newsletter, personal email, community forum) and time of day.

  • Over-communicate value-driving stats and benefits. Readers need to be reminded of the value and benefits of the program. Include testimonials, NPS, and match rating metrics in the email and announcement communications to drive interest.

  • Quality over quantity. We always recommend controlling the quality of engagement, rather than the volume. Be strategic about your Orbiit match rounds and layer them in with your overall programming strategy. You can have a million events and networking options, but if they don’t result in deep connection with valuable results, people are less likely to return, renew, or refer.

  • Scheduling and cadence are key. The key to real engagement is making sure it’s scheduled for the same time every month and truly incorporated into the member's overarching experience.

  • Add an Orbiit calendar view to your work calendar so you can easily visualize when your next round should take place, when conversations are happening, and when you can expect feedback.

💡 Explore this article for more best practices.

📄 PDFs

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