Start a search
1
Open Scouting
Navigate to Scouting in the sidebar.
2
Enter your criteria
Describe your ideal prospect in the search field using natural language.
3
Run the search
Click Search or press Enter to start.
4
Wait for results
Scouting analyzes data sources and returns matches.
Writing effective searches
Be specific about who
Include details about the person:| Criteria | Example |
|---|---|
| Profession | ”Doctors,” “Tech executives,” “Business owners” |
| Industry | ”Healthcare,” “Software,” “Manufacturing” |
| Seniority | ”C-level,” “Partners,” “Senior managers” |
| Company size | ”Fortune 500,” “Startups,” “Mid-size companies” |
Include location
Geographic targeting improves relevance:- “in Denver”
- “Bay Area”
- “within 50 miles of Chicago”
- “Texas”
Add wealth or life stage indicators
- “Recently sold their company”
- “Approaching retirement”
- “With equity compensation”
- “High net worth”
Combine criteria
The best searches combine multiple factors:Search examples
By profession
- “Orthopedic surgeons in Dallas”
- “Law firm partners in Manhattan”
- “CFOs at manufacturing companies in Ohio”
By life event
- “Executives who recently retired from Fortune 500 companies”
- “Founders whose startups were acquired in the last year”
- “Professionals relocating to Austin”
By wealth indicator
- “Tech employees at pre-IPO companies in San Francisco”
- “Business owners with recent liquidity events”
- “Executives with significant equity vesting”
Review results
Results list
Search results show:- Prospect name — Click to see full profile
- Relevance score — How well they match (higher is better)
- Summary — Brief overview of why they matched
- Key details — Location, profession, company
Sort and filter
Organize results by:- Relevance score
- Location proximity
- Estimated wealth
- Recent activity
Save searches
Save searches to run again later:1
Run your search
Execute the search with your criteria.
2
Click Save
Click Save search from the results page.
3
Name the search
Give it a descriptive name like “Denver tech executives.”
Take action on results
Add to CRM
Add promising prospects directly to Slant:1
Select prospects
Check the prospects you want to add.
2
Click Add to CRM
Click Add to CRM or Create prospect.
3
Review and confirm
Verify details and confirm creation.
Request more research
For high-priority prospects, request deeper research:- Additional background information
- News and media mentions
- Connection opportunities
Export results
Download search results for offline review or sharing:- Export as CSV
- Include or exclude specific fields
- Filter before exporting
Search limits
Depending on your plan:| Plan | Monthly searches |
|---|---|
| Basic | Limited |
| Pro | Expanded |
| Enterprise | Unlimited |