Scouting reports

Scouting reports provide detailed profiles on discovered prospects. Learn how to read and use these reports effectively.

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Report sections

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Overview

The top section summarizes the prospect:

• Name — Full name as found in public sources
• Relevance score — How well they match your search (0-100)
• Location — Current city/region
• Summary — AI-generated overview of who they are

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Professional background

Career and business information:

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Wealth indicators

Signals of financial capacity (when available):

• Compensation — Estimated or reported compensation
• Equity — Stock holdings, options, vesting events
• Business ownership — Companies owned or founded
• Liquidity events — Sales, IPOs, acquisitions

Note: These are estimates based on public data and should be verified.

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Contact information

Available contact details:

• Email addresses (professional)
• Phone numbers (when public)
• LinkedIn profile
• Company website

Not all fields are available for every prospect.

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Why they matched

Explanation of how the prospect fits your criteria:

• Specific criteria they satisfy
• Relevant keywords or phrases
• Match confidence level

This helps you understand why Scouting surfaced this person.

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Relevance scores

Scores indicate match quality: Higher scores generally indicate better prospects, but review profiles to confirm fit.

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Using reports

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Evaluate fit

Before outreach, consider:

• Does their background align with your services?
• Are there clear conversation starters?
• Is the timing right (recent events, life changes)?
• Do you have any mutual connections?

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Plan outreach

Reports often reveal:

• Talking points — Recent accomplishments, company news
• Shared interests — Background elements you have in common
• Timing cues — Events that make outreach timely

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Verify information

Before contacting:

1. Cross-reference key details with other sources
2. Check LinkedIn for current role accuracy
3. Verify contact information is current
4. Ensure appropriateness for outreach

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Data freshness

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When data was gathered

Reports show when information was collected. Public data can change, so:

• Recent reports (< 30 days) are generally accurate
• Older reports may have outdated details
• Request a refresh for important prospects

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Limitations

Scouting relies on public data, which means:

• Some individuals have limited public presence
• Information may be incomplete
• Estimates (like wealth) are approximations
• Recent changes may not be reflected

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Export and share

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Export a report

Download individual reports:

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Share with team

Share reports with colleagues:

• Send the report link (team members with access can view)
• Export and email as PDF
• Add prospect to CRM where team can access

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From report to relationship

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Add to CRM

Convert a report to a prospect record:

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Track outreach

Once added to your CRM:

• Log outreach attempts
• Track responses
• Move through your prospect pipeline
• Convert to client when they engage

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Best practices

Quality over quantity. Focus on high-relevance prospects rather than adding everyone. Personalize outreach. Use report insights to craft relevant messages. Document your reasoning. Note why you’re pursuing each prospect. Respect privacy. Use information appropriately and professionally.

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Next steps