Client + CM: More Than Just a Match?

[CHC.CaroHdez]

Client-CM Matching: A Data-Driven Relationship Model

Over time, I’ve observed that some Client Managers (CMs) and clients seem to “click” in a way that feels almost mathematical as if they were paired by an algorithm designed to optimize compatibility. This sparked an idea: what if we could intentionally match CMs to clients using a structured, analytical approach, similar to how dating apps match people based on shared values and communication styles?

The Concept
The idea is to develop a matching model that considers both client needs and CM strengths not just in terms of industry or availability, but in terms of communication preferences, working styles, and strategic alignment. The goal is to create more effective, trust-based relationships from the start.

Can This Be Done?
I’m not sure if this has been tried before, or if it’s something that can be realistically pulled off at scale. It would require thoughtful data collection, collaboration across teams, and a willingness to experiment. But even a lightweight version a pilot or internal tool could offer valuable insights.

Ethical Considerations
At first glance, I don’t see any ethical red flags. The intent isn’t to judge or rank people, but to optimize fit much like how we already consider personality and skill set when forming project teams. That said, it would be important to:

Ensure transparency in how matches are made.
Avoid bias in the data or algorithm.
Keep human judgment in the loop.

Why It Matters
Better alignment leads to stronger relationships and better outcomes.
CMs feel more empowered when they’re matched with clients they’re naturally suited to support.
Clients feel more understood, which builds trust and satisfaction.
It encourages a more intentional approach to relationship management, rather than relying on chance or availability.

[dianahumbert]

This idea is not in the services scope - it would be more a customer portfolio management or account management idea. 

Also, Schneider is evolving in a similar direction by leveraging AI to building sales value proposition to match customers' needs) Natasha Nelson on Viva Engage: 🚀 New Launch: Know Your Offer v1.0 is Here! We’re excited to unveil Know Your Offer v1.0 – your new... Announcement posted in Services Group on Jul 21, 2025