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2/23/2026 - Meeting Journey & Recommended Guides

Updated over a week ago

Today, many connections start with a first meeting but lose momentum afterward. However, we’ve also seen when users have structured guidance are significantly more likely to schedule a second meeting (a relative 84% increase!).

With this release we have clearly laid out the journey from the first to final meeting, including recommending their next guide!

Applicable For

  • 1:1 Connections

  • New Connections in Participant-Driven Guided Programs

    • Participants in connections that already are established will not recieve this update until they are in a new connection

  • All Connections in Participant-Driven Guided Programs

How It Works

Guided Meeting Structure

Connections now follow a structured journey with a predefined expected number of meetings based on the admin-configured meeting frequency.

The meeting setup experience has been improved to:

  • Clearly communicate expected commitment (e.g., 3–6 conversations)

  • Reduce confusion around what is suggested vs flexible

  • Make scheduling the next meeting more intuitive

  • Applicable only for 1:1 programs

Admin-Driven View

Guides are assigned by admins.

Participant-Driven View

Guides are selected by participants.

What is meeting frequency? This is the frequency that admins recommend that partners meet. The default is once per month, but admins can also select to recommend more frequent meetings (once a week or once every two weeks). To learn more about this setting see this article.

Recommended Guides

When browsing meeting guides, users will now see a Recommended section based on:

  • The participant's answers to questions in the Game Plan Builder

  • Their previously selected agendas

  • Criteria included in the matching algorithm

This makes it easier for users to quickly select relevant agendas without browsing the full library.

Guides recommended when scheduling

Guided recommended when meeting is scheduled, but no guide is selected

Why this matters

Providing meaningful guidance increases the likelihood that users:

  • Schedule follow-up meetings

  • Attach agendas consistently

  • Stay engaged beyond the first conversation

Release Certification

This release has undergone rigorous testing phases to ensure its reliability and efficacy, particularly concerning the purpose assessment capability. We are proud to report that the release has been thoroughly tested and certified by Chronus. This certification signifies our unwavering commitment to maintaining the highest standards of quality for our users.

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