What are the different types of use cases for 1:1 Match?
Customer Community
Providing customers with a platform for intentional conversations around topics they care about, builds brand loyalty, and improves customer retention and engagement.
Examples:
Audience 1: Day-to-day users of the product
Sample questions:
How many years have you been an XYZ customer?
What are your primary purposes/uses for using our product/s?
💡 Don't forget to turn on the multi-select option!What are you interested in discussing?
💡 Areas of Interest default question
Audience 2: Senior stakeholders
Audience 3: Accountability buddy
Connect customers to support each other during similar life journeys
Sample questions:
How often would you like to meet?
What are your top goals/challenges right now?
Communication and expectation setting are key. Ensure this community understands why they are being invited and the benefit of opting in. This is particularly important if you are running an engagement for the first time. Keep the matching criteria and questions broad and high-level based on industry trends and macro challenges. Think about what challenges or testimonials the members of your community would be most interested in discussing together.
💡 Refer to our suggested announcement copy.
Demand Generation
Your customers are your best salespeople. Make it easy for them to connect with your prospects. Use Orbiit to easily facilitate relationships with your future customers.
Example audience: Current customers and prospects
Sample questions:
What are you interested in discussing?
💡 Areas of Interest default questionWhat are your primary purposes for using or considering using the product?
Company size
Industry
Are you a XYZ customer?
💡 Single select: Yes, Soon-to-be, Considering it, No
Leverage the feedback form to better understand your warmest leads and connect them with your sales team. Refresh the audience list monthly with new prospects as they are coming through your prospect pipeline. Align discussion topics more with client challenges and industry trends. Focus less on specific product features (unless feedback says otherwise).
Employee & Community Onboarding
Orbiit’s matchmaking platform is a great way for new employees/members to meet other cohorts. Organize groups of onboarding employees/members by start date/quarter.
Example audience: People from the same company, new cohorts of members, accountability partner
Sample questions:
What topics are applicable to you?
💡 Areas of Interest: Exploratory topics related to departments and your product(s)/service(s)How many years of experience do you have in/with XYZ?
Are you a current or a new employee/member?
💡 Custom question: Be sure to select the 'Match like for unlike' answer setting.What is your role or function within the organization?
💡 Custom question
Ensure you have an equal number of current members and new joiners, especially if you are using Orbiit to meet these two types of participants with the opposite. Turn on the match-like-for-unlike custom question.
DE&I
Use Orbiit for productive conversations on Diversity, Equity, and Inclusion within your organization.
Example audience: All employees or a DE&I ERG (Employee Resource Group)
Sample questions:
What are you interested in discussing?
💡 Areas of Interest: Allyship, D&I hiring, Facilitating D&I conversations, AdvocacyHow many years of experience do you have in DE&I?
Focused goals
Provide your employees/community members with the opportunity to learn from diverse perspectives. This will require to pre-segmentation of your audience based upon their self-identified demographics. Keep same demographics apart to prevent group think and maximize impact.
Functional Level (Cohort) Matching
Provide your customers/community members with the opportunity to connect with like peers at the same functional level.
💡 This will require a pre-segmentation of your total audience.
Examples:
Audience 1: Customers
Sample questions:
What are you interested in discussing?
💡 Areas of Interest default questionHow many years have you been a customer of XYZ?
When did you become a customer of XYZ?
Focused goals/challenges of the customers
What is your job function?
Company size
Industry
Audience 2: Community members
Sample questions:
What are you interested in discussing?
💡 Areas of Interest default questionHow many years have you been part of the XYZ community?
Please indicate your XYZ cohort.
Focused goals/challenges of the cohort/community
What is your job function?
Company size
Industry
Communication and expectation setting are key. Ensure this community understands why they are being invited and the benefit of opting in. This is particularly important if you are running an engagement for the first time.
💡 Refer to our suggested announcement copy.
Mentorship Program Matching
Allow for customer communities or portfolio communities to arrange 1:1 sessions between mentors/advisers and mentees/founders of similar expertise to ensure smooth scaling of their careers/ideas.
Examples:
Audience 1: Members interested in a mentor ↔ mentee program
Sample questions:
What topics are applicable to you?
💡 Areas of Interest: Topics related to members' goals/challengesYears of experience
Company stage
Company size
Would you like to be a mentor or a mentee?
💡 Custom question: Be sure to select the 'Match like for unlike' answer setting.What industry is most relevant to you?
💡 Custom question: Be sure to select the 'Allow for multiple options' answer setting.
Best practice:
Ensure you have an equal number of mentors and mentees. Otherwise, a mentee can be matched with a mentee. If you have an uneven number of mentors and mentees, be sure to add a disclaimer in the invite email copy. For best matching results, limit your questions based on your audience size.
Up to 300 members, ask up to 3 questions
More than 300 members, ask no more than 4 questions
Audience 2: Matching customers and prospects to educate prospects on products/services
Sample questions:
What are you interested in discussing?
💡 Areas of Interest default questionCompany size
Years of experience
What is your purpose in using the product/service?
How does the product/service benefit you or your organisation?
Best practices:
Work with your Sales/Customer Success team to get a list of hot prospects and product evangelists who would love to chat with prospects about your product/services/membership.
Ensure you have an equal number of customers and prospects. Otherwise, a customer can be matched with a customer or a prospect with a prospect. If you have an asymmetric list of customers and prospects, be sure to add a disclaimer in the invite email copy. For best matching results, limit your questions based on your audience size.
Up to 300 members, ask up to 3 questions
More than 300 members, ask no more than 4 questions
This form of matching works best as a standalone matching round. Make mentorship the goal of the connections, not a secondary or additional objective of the matching round.
Event Networking
Use Orbiit’s matchmaking platform as an extension of your event. Match event registrants on their knowledge level of a topic or specific target goals related to the event theme.
Example audience: Event attendees
Sample questions:
What are you interested in discussing?
💡 Areas of Interest default questionMember tenure (if applicable)
Company size
Company stage
Industry
Type of attendee
💡 Single select: Investor, Founder, Advisor, SponsorEvent-focused goal (a takeaway from the conversation)
Decide ahead of time if you want to send event attendees their matches via email or print and distribute them at the event. Consider what questions you ask in the registration form—that data can be used to match attendees. Specify in internal communication that the Orbiit program will occur during the networking part of your scheduling so event attendees are aware not to leave the event early.
Use Orbiit to match people during in-person conferences, summits, networking events, and demo days. 💡 In-person matching is best for bigger events (e.g. conferences and summits) where high-attendance rates are expected.