Scouting overview

Scouting uses AI to help you discover and research potential clients. Describe who you’re looking for in plain language, and Scouting finds matching prospects with detailed profiles.

​

What Scouting does

Scouting combines AI with data sources to:

• Find prospects — Search for people matching your criteria
• Research individuals — Gather publicly available information
• Generate profiles — Create summary reports on potential clients
• Identify opportunities — Surface people who match your ideal client profile

​

How it works

​

Search examples

Describe prospects naturally:

• “Executives at tech companies in Austin with $1M+ in compensation”
• “Recently retired professionals in the Bay Area”
• “Business owners who recently sold their company”
• “Doctors and lawyers in Denver approaching retirement”

Scouting interprets your criteria and finds matching individuals.

​

What you get

​

Prospect profiles

For each match, Scouting provides:

• Name and contact info — When publicly available
• Professional background — Career history and current role
• Estimated wealth indicators — Based on public data
• Relevance score — How well they match your criteria
• Summary — AI-generated overview

​

Actionable insights

Scouting highlights:

• Why this person matches your criteria
• Potential conversation starters
• Connections you might share
• Timing opportunities (recent events, life changes)

​

Data sources

Scouting aggregates publicly available information:

• Professional networks and databases
• News and press mentions
• Public filings and records
• Company information

Note: Scouting only uses legally accessible, public information. It does not access private data or social media accounts.

​

Best practices

Be specific. “Tech executives in Austin” works better than “rich people.” Include multiple criteria. Combining location, profession, and life stage improves results. Iterate on searches. Refine your criteria based on initial results. Verify before outreach. Confirm information before contacting prospects.

​

Privacy and compliance

Scouting is designed with compliance in mind:

• Uses only public data sources
• Does not scrape personal social media
• Provides audit trail of searches
• Respects opt-out preferences

Review results before taking action to ensure appropriateness for your outreach.

​

Next steps