Your clients ask you what to do next. Now you can answer with evidence.

For a C12 chair, an EOS implementer, an executive coach, a fractional executive, or a strategy consultant who already sits with owners and CEOs and has earned their trust.

The program is called Certified Scout it Facilitator. Training, co-facilitation, and the software under your brand.

What changes for you

  • You bring the evidence.

    Your client’s numbers against their industry, and the two private surveys.

  • You keep the room.

    The choices are made in the rhythm you already run, and the plan exports into their operating system.

  • You stay essential.

    The quarterly Pulse and the annual refresh are yours, and Scout Advisors is behind you when a hard choice comes up.

The operating system, the consultant, the COO, the peer group, and the coach each made the company better. Each works even better when the team has evidence from customers, employees, and the numbers. Without it, the choosing still lands on the owner.

Your brand, our method

The client sees your brand. A small line in the footer says “powered by Scout it.” The method and the disclaimers stay in Scout it’s name.

Your clients see you. Scout it does the work underneath.

Where you earn

  • The engagement fee

    You set it and you bill it. Scout it software is licensed to you at a partner rate, and you price your work above it.

  • Interview and research work

    Confidential interviews with employees, customers, lost prospects, and board members each cycle, reported without attribution. Priced by you.

  • The quarterly Pulse

    A reason to be in the room four times a year, with evidence the owner has not seen.

  • The work that follows

    Validated initiatives turn into implementation, coaching, fractional leadership, hiring, or operating-system work when the client needs it.

Partner pricing and the engagement model are shared in the Strategy Session.

Who this fits

  • Standing relationships with owners or CEOs of established companies with an operating leader in the seat.
  • A regular rhythm the quarterly Pulse can live inside: a peer group, an EOS cadence, or a coaching schedule.
  • Willing to observe, co-facilitate, and be graded against the Scout standard before running a cycle alone.
  • Keeps the method and the disclaimers in Scout it’s name while the client sees your brand.

Not a fit

An advisor who wants a tool to sell without the training.

The proof

15%

rise in company value in under 18 months

Columbia Forest Products: in less than 18 months, the share price rose about 15 percent while the leadership team took responsibility for the high-priority decisions on consistent quality and customer engagement that used to stall and land on the CEO.

I’ve led and facilitated strategic planning for years as both a founder and an executive coach, and Scout is unlike anything I’ve experienced. It shifted the conversation from opinions to evidence, and made blind spots impossible to overlook. This is the process I would put in front of any executive leadership team.

John Tomlinson, Founder, Whole Man Health, an executive coach who has run the process

The four patterns your clients fall into

Top row: most decisions still come to you. Bottom row: few do.

  • Profit not improving

    The Linchpin

    Nothing moves unless you do.

  • Profit improving

    The Workhorse

    It’s growing, and you’re carrying it.

  • Profit not improving

    The Treadmill

    The team runs well. The numbers don’t move.

  • Profit improving

    The Launchpad

    The engine runs without you. The question is what to aim it at.

The same four an owner sees after the assessment.

Every one of your clients can take the same free assessment the owner sees on our home page, and bring you the result.

What working with Scout looks like

  1. 1

    “I brought my client the evidence from their customers, their team, and their numbers.”

    • We train you to run the setup and the two private surveys.
    • Your client’s numbers against their industry.
    • The evidence sits in Scout it under your brand.
    Where You Stand TodayExample
    LineYouMedianGap to median
    Revenue growth4.1%6.0%
    Gross margin27.4%31.0%$1,008,000 a year
    EBITDA margin6.2%9.5%$924,000 a year
    Operating expenses, % of sales21.2%21.5%
    Payroll, % of sales24.8%22.0%$784,000 a year
    Receivables, % of assets31%26%

    Six of the twelve lines. The full table is built from your numbers.

    An example with made-up numbers for a made-up company.
    The evidence behind one Truth Report statement in Scout it: two customer quotes, in their own words.
    The evidence behind one statement in the Truth Report: what customers said, in their own words. From Scout it, shown with a demonstration company.
  2. 2

    “We used it in the room I already run to choose a few changes that made them more profitable and less dependent on the owner.”

    • We co-facilitate your first working sessions.
    • You lead the choices in your own meeting rhythm.
    • The plan exports into the client’s operating system.
    The six outputs in Scout it: Strategic Plan, One-Page Plan, V/TO Guide, Rocks and KPIs, Customer Thank-You, and AI Leverage
    What the team takes away: the plan, the one-page plan, the rocks and KPIs for EOS or ninety.io, the customer thank-you, and the AI Leverage Report.
  3. 3

    “Their operating leader kept the system, and I come back each quarter as the outside voice who knows the business.”

    • We hand over the method.
    • You return for the quarterly Pulse and the annual refresh.
    • Scout Advisors is there when a hard choice comes up.
    What Changed This QuarterExample
    Third quarter Pulse, run by the operating leader

    Lines that moved

    Gross margin, 27.4% to 28.6%

    EBITDA margin, 6.2% to 7.0%

    Lines that did not

    Payroll, still 24.8% of sales

    Initiatives

    Price custom work for what it costs. On track.

    Sell the standard line to best-fit customers. Behind.

    Operating leader approves quotes. Done.

    Decisions taken

    Turned down a one-off order from a customer outside the core. Decided by the operating leader.

    An example with made-up numbers for a made-up company.

The Truth Report you bring your client

This is what you put in front of the leadership team in the first working session. You lead the conversation; the evidence does the arguing.

Two strengths from a Truth Report in Scout it. Each names its sources, shows a customer validation score, and has Keep, Modify, and Remove buttons.
Each statement names where it came from and how strongly customers backed it. Your leadership team keeps, modifies, or removes every one. From Scout it, shown with a demonstration company.
A strategic problem from a Truth Report in Scout it: money is not what is holding the company back. The real limit is the owner’s time.
One of the strategic problems the team agreed on. From Scout it, shown with a demonstration company.

Every statement opens to the evidence behind it

Open a source and the team sees what customers said, in their own words, and how many of them said it. Nobody has to take the loudest voice in the room, or the facilitator, at their word.

The evidence behind one Truth Report statement in Scout it: three customer quotes and the survey count.
From Scout it, shown with a demonstration company.

Join the founding class of Certified Scout it Facilitators

Observe one cycle, co-facilitate one, and deliver one with us beside you, with your own client, before you run it alone. When you have, you are a Certified Scout it Facilitator, and your clients see your brand on every page.