First 10

Up to ten short questions after onboarding, one at a time, that teach matching what a thin profile is missing

What it is

The first ten messages are short questions Z sends after someone finishes onboarding. One question per message, by email or SMS, with numbered quick replies.

They are not a second onboarding interview. They are the handful of facts matching needs and onboarding did not collect: the brands a person already loves, the categories they will never touch, the lowest offer worth bringing them, where their audience is, or how many talent an agency represents.

There are banks of questions for talent, brands and agencies, and the series stops after ten messages at most.

Why it exists

A profile that just finished onboarding is thin. It has a name, some links, and whatever the person happened to say. Matching can still work, but it has to guess: a talent's price is an estimate from public sources, and nobody knows which brands they actually like or refuse.

Every guess weakens a score. The first ten messages replace guesses with answers, a few at a time, in the place the person already reads Z. Each answer is saved on the account straight away, most of them where matching reads them, so the next match is better without anyone on the team typing anything in.

What the person sees

An email arrives with the subject One quick question, or an SMS from Z. SMS is used when the person has a phone that agreed to SMS; otherwise it is email. It is one line, with numbered options when the question has them:

Which brands do you already use or love?

A few names is perfect, like Nike, Glossier, Celsius.

The person can reply with a number, a few names, or a price. Several numbers work too: 1 3 picks two options. A very short line is read as well as a long one.

When the answer is understood, Z sends back one short thank you that says what happens next, such as "Got it. I'll filter out anything below that." There is no form and no page to open.

Every email carries Reply stop and I won't ask again at the bottom. The first SMS in a series carries Reply STOP anytime to stop texts.

The schedule

Once the series is switched on, Z looks for questions that are due about once an hour and sends those that fit the rules below.

  • No more than ten, ever, per account.
  • One every two days. The next question waits at least two days after the last one.
  • The first one comes a day after onboarding, never during the onboarding session itself.
  • Daytime only: between 9am and 6pm in the person's own time zone. When the time zone is unknown, Z uses the US Pacific one.
  • Recently onboarded accounts only. An account that finished onboarding more than 30 days ago is not started in the series, so switching the feature on does not suddenly message everyone.
  • A question that was ignored is not repeated straight away. It may come back once, later, after the other questions.

What is skipped

Before a question is chosen, Z checks what is already known. Anything the person already told onboarding, an offer floor that is already set, a brand list, an earlier answer to the same question, all of it counts.

A person who filled in a lot during onboarding may get only a few questions, or none at all. When every question in the bank is answered, the series ends early instead of asking something for the sake of filling ten slots.

Where the answers go

Every answer is saved on the account itself, not in a separate quiz.

What the person answersWhere it landsWhat changes
Brands they use or loveBrand signals on the accountMatching leans toward those brands and their category
Anything they would never promoteBlocked categories, or blocked brandsThose never reach them, however well the rest fits
The lowest offer they would takeTheir offer floor, and the price Z filters onOffers below it are flagged instead of sent as if they fit
The kinds of deals they wantTheir deal preferencesZ remembers it; matching does not score on it yet
Where most of their audience isTheir profileAudience fit in matching gets a real answer
Dates they are unavailableTheir availabilityZ remembers it; matching does not score on it yet
A brand's budget per creatorThe brand's deal preferencesZ remembers it; matching does not filter on it yet
The talent a brand wantsThe brand's deal preferencesZ remembers it; it does not start a search by itself
A brand's competitorsThe competitor set the brand joinsTalent tied to those brands get flagged
An agency's roster sizeThe agency's roster detailsZ remembers it for the roster import
Who approves deals at an agencyThe agency's approval contactZ remembers who it is

Brands also answer what kind of talent they would never use, which matching then treats as a hard no, and how fast they decide, which Z remembers. An agency answers which deals its talent want most, which Z remembers too.

How answers arrive

An email reply is read in the same conversation the question came from, and only if it is a reply to the open question, within two weeks of it. An SMS reply is read within three days of the question, because an SMS has no thread to tie it to what was asked.

Most replies are read by simple rules, at no cost: a number, a name, $500, "none", "not sure". When the rules cannot read a reply, one cheap model call tries. If that also cannot read it, the reply is left alone and goes on to the normal chat, so a reply that reads as an instruction still reaches Z as a message.

A reply is only accepted on the channel the question went out on. A person who was asked by email cannot answer that question by SMS, and the other way around.

When it stops

The series stops for good when:

  • The person asks it to. "Stop", "unsubscribe", "don't text me" and similar words end it immediately, and Z replies "Got it. No more questions from me."
  • Three questions in a row are ignored. Silence for two days counts as ignored. Three in a row is enough.
  • There is no way to reach them. No email address and no phone that may receive SMS means nothing will ever arrive, so the series stops instead of failing every day.
  • Ten messages have gone out, or every question has an answer. This one is a finish, not a stop.

The state is per account and can be seen on the First 10 page, including the reason it stopped.

The First 10 page

The First 10 page in the admin sidebar is the window into the series.

  • A dry run lists every question that would go out right now, with the exact text and the channel, so nobody has to guess what a person will read.
  • Send N due now (the button carries the count) sends that batch immediately. It asks for confirmation and names how many will go out. It is greyed out when nothing is due.
  • The table lists each account with its status, how many questions were sent and answered, how many were ignored in a row, when the next one is due, and what reading the answers has cost in model calls.
  • Clicking a row opens its log: every question, when it went out, the reply, how the reply was read, and what that reading cost.
  • Refresh pulls the current state again. The page does no sending and no model work just by being open.

Nothing in the series runs until the team switches it on, so shipping the feature never starts messaging people. That switch is the off switch for the scheduled sender: while it is off, only a person pressing Send N due now on this page can put a question out. Switching it off again stops the scheduled sends. The series has only this one switch; the level shown on the Automation page does not turn it on or off. A person can always end their own series with one word.

If the scheduled sender and a press of Send N due now happen at the same moment, each person still gets the question once: whichever run reaches an account first sends it, and the other skips that account.

What it does not do

  • It does not replace onboarding. Onboarding still does the first interview and the sign-up. These are follow-ups for what is still missing.
  • It does not ask what it already knows. An answered question is not asked again, even if the answer came from somewhere else.
  • It does not chase. A stop word, three silences, or no channel ends it. It does not keep trying.
  • It does not sell anything. There is one question per message, no offer, no promotion, and no second question in the same message.
  • It does not force a reply into the quiz. Anything it cannot read goes to the normal chat rather than being saved as an answer.
  • Agent onboarding — the interview that comes before these questions
  • Matching — the scores these answers feed
  • Prospect pipeline — how new people arrive with a pre-built profile
  • Automation — the levels and caps for features that act on their own; this series is not run by them
  • Weekly update — the other regular note a new account receives