Algorithmic Matching Walkthrough

An overview of how the Algorithmic Coach Matching feature works, and how to use it successfully!

Joe Smart avatar
Written by Joe Smart
Updated over a week ago

What makes Algorithmic Matching unique?

Coach matching has always been a powerful tool on the platform. And it has just taken a huge step in terms of bringing additional capabilities to clients. Algorithmic coach matching is here, and will help to make the matching experience a delight for coachees on the hunt for the perfect coach.

Algorithmic coach matching works by asking the client a series of questions based on their preferences. These preferences are then mapped directly to attributes of coaches within their coach profiles. Matches to the coach attributes generate scores. Coaches with the highest scores are then sorted to the top of the coach pool for the client to review. The top matched coaches are labelled with 'Top Match' to stand out amongst the others.

Please find a video walkthrough below, along with step-by-step instructions:

The Client Experience

Coachees who enter into a coaching matching engagement with algorithmic coach matching will have a new experience. Now at the top of the Coaches tab is a Algorithmic Coach Matching Wizard.

Once the coachee clicks on 'Get Started' they will enter into a series of questions that will ask for their preference. The sequence of questions are illustrated below.

Wizard Start Page

The Wizard Start page is an informational page to inform the coachee of what is to come.

Leader Level Selection

The Leader Level section page allows for the coachee to self-identify their role in their career. This selection maps to the coach's "Target Audience" in their profile.

The following table provides how the leader levels are mapped to the "Target Audience" designated by coaches within their profile.

Coachee Career Level

Matching Coach Target Audience

Indiividual Contributor

Individual Contributor


  • Manager

  • Director

  • Sr Director

Executive Level Manager

  • VP

  • SVP

  • VP-EVP

  • CEO/C-Suite

  • Business Owner

  • Entrepreneurs

Type of Coach

The Type of Coach page list coaching types that directly match the "Coaching Types" section on coach profiles.


The Industry page lists industries, and matches with the "Industries" that coaches select within their profiles.

Areas of Focus

The Areas of Focus page directly matches to the "Specialties" section on coach profiles.


The Experience page breaks down the "Years of Experience" section on coach profiles into buckets with a 5 year range.

Meeting Location

The Meeting Location page matches to the "Modality" section on coach profiles.


The city/country page maps to the coach's settings related to their location in the profile. Direct city matches will rank higher than country matches.


The Language page maps to the coach's language settings in their profile.

Final Screen Prior to Results

The Final Screen lets the client know that their input is complete and that the ranked list of coaches is on its way.

The Results

Coaches are then displayed after the client submits their answers. Coaches will be sorted based on their match to the clients preferences. Coaches at the top of the list will include a 'Top Match' badge.

There are a few rules applied to the Top Match badge designation based on the number of coaches in the pool. After the algorithmic wizard input, the Top Match badge will be applied to:

  • 1 coach if there are <= 5 coaches in the pool

  • 3 coach if there are <= 15 coaches in the pool

  • 5 coaches if there are > 15 coaches in the pool

Even after the ranked results. The page still contains a filter where the results can be refined even further. The ranking order of the coaches will be preserved with filters applied.

The client has the option to open the algorithmic matching wizard again and change preferences if desired. This option is available at the bottom of the results.

Administrative Controls

Administrators can easily turn algorithmic coach matching on and off from with the Coach Match Settings. There is a new checkbox that allows for it to be enabled, as shown below.

There are additional tools for administrators to supervise the algorithm and also view the coachee experience. From within the engagement on the Coaches tab, administrators have a new toggle that will allow them to experience the client view of the algorithmic coach matching experience. If the toggle, as shown below, is flipped, then the client experience will be displayed.

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