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Bring Your Clients the Truth They Cannot Get in the Room Alone.

Scout It gives you a disciplined evidence process — anonymous team input, ranked customer priorities, live market research, and cited strategic outputs — under your brand. You add what software cannot: trust, challenge, context, and the judgment to help leaders make the hard calls.

And every cycle hands you a client whose plan is designed to pay for itself in the first quarter — which makes your renewal conversation the easiest meeting of your year, and sells the work you already do: CRM, marketing, fractional leadership, EOS engagements, hiring.

Mention you're an advisor when booking · Or write jon@scout-advisors.com

The Best First Engagement You Can Run.

New client? Scout It is the fastest way to show them where the growth is hiding — a complete evidence picture of their team, their customers, and their market inside your first 90 days together. You walk in with questions. You walk out with a cited map of the gaps, a payback plan that covers the fee, and a year of work the evidence already justified — under your brand.

At list, that's $3,750 of margin in year one and $1,500 every renewal — before the engagements the map opens.

Book Your Advisor Intro with Jon

Mention you're an advisor when booking · Or write: jon@scout-advisors.com

Scout It

Built to Be Sold and Delivered by You

A New Revenue Line — Per Client, Per Quarter

You buy at 25% off a company’s first year and 10% off every renewal — in perpetuity — and set your own price above that, at list or packaged with your services. Every cycle also includes two facilitated working sessions: billable hours the software creates for you, never takes away.

Your Brand Leads

The client’s brand fronts every survey; your “Facilitated by” mark sits beside it. Scout It appears only as a small powered-by footer. To your client, this is your capability.

Channel-First, in Writing

Scout Advisors’ own facilitation is capacity-limited by design. Our business is making you successful with your clients — not competing for them.

Three Steps From Interest to Income

01

Get Certified

A focused certification covers the full cycle — the surveys, the working sessions, and the outputs. You run a full practice cycle in a demo environment before your first client.

02

Run It With Your Clients

You own the relationship and the room. Scout It handles the surveys, the research, the Disagreement Map, and the drafting; you facilitate the two working sessions where the leadership team resolves the trade-offs and locks the plan.

03

Compound It Every Quarter

The first cycle anchors annual planning. Pulse cycles before each quarterly session track what changed — NPS, customer priorities, Clarity Score drift — so your client’s plan stays validated and your engagement stays essential.

The Software Sharpens the Signal. You Create the Breakthrough.

Scout It gives every engagement a stronger evidence base. It also opens several human-in-the-loop opportunities for you to deepen the work, improve the decisions, and expand the value of the engagement.

Go deeper than the survey

Offer confidential third-party interviews with employees, leadership-team members, lead customers, lost prospects, board members, or channel partners — and report the themes without attribution when confidentiality is promised.

Challenge the comfortable answer

Use the Disagreement Map and cited evidence to test assumptions, surface avoided trade-offs, and help the group separate confidence from proof.

Lead the decision, not the presentation

Facilitate the working sessions where leaders choose what to keep, change, stop, fund, and own. The output is not complete until the team makes the trade-offs.

Carry the strategy into execution

Turn validated initiatives into additional advisory, implementation, coaching, CRM, marketing, fractional leadership, hiring, or operating-system work when those services match the client’s real need. A client who can point at payback renews — and refers.

These services may be included or priced separately by the advisor depending on the engagement. Scout It creates the evidence and structure; the advisor determines the right level of human support.

The Math Works — For You and Your Client

Client engagements are $15,000 annually, billed $3,750 per quarter — a full evidence cycle at annual planning, a pulse before every quarterly session, and the AI Advantage Map. For your client: less than three implementer session-days a year, and far less than one wrong Rock.

For you, the value comes from three distinct places: margin and packaging flexibility on Scout It — 25% off the company's first year and 10% off every renewal, in perpetuity, with pricing freedom above that; paid facilitation and optional research and interview work every cycle creates; and evidence-backed downstream services — each cycle creates qualified opportunities for the work the evidence supports.

Certification, white-label setup, and your first supported client engagement are covered in the program. Custom packages based on your practice and reach are discussed in your intro call.

“The Disagreement Map directed where our focus really needed to go. Anonymous input meant the team finally said what was stuck — and our members told us, with data, what to build next.”

— Luke McClelland, Founder, Whole Man Health