ScoutChase
ScoutProduct

How ScoutChase actually works.

Two agents with one job each, and a decision point between them that always belongs to you. Here is one company, followed from the first search to the pipeline.

Try the interactive demoRead the walkthrough
  1. PlaybookYou describe the opportunity
  2. ScoutScoutSearch · research · evaluate
  3. ApprovalOnly approved companies move on
  4. ChaseChaseContext · draft · review
  5. PipelineWhere every company stands
Scout Scout / Searches / Freight carriers opening EU lanes
Freight carriers opening EU lanes18 discovered · 5 ready to review · 2 excluded by your Playbook
Northwind LogisticsOpening EU freight lanes; six AE openingsStrong match92
Atlas Freight SystemsExpanding freight operations into new lanesStrong match90
Meridian Cold ChainOpening two refrigerated hubsStrong match86
Lumen Retail GroupNew distribution center; not a carrierWorth a look72
2 selected Only the companies you approve move to Chase.Send 2 to Chase
Northwind LogisticsLogistics · 200–500 · Chicago92fit
ScoutWhy Scout picked it
  • News post: opening EU freight lanes from the Chicago hub.northwindlogistics.com/news
  • Careers page lists six account executive openings.northwindlogistics.com/careers
Unsure: whether customs filing is already outsourced.

ScoutA Scout search from the interactive demoTwo approved, the rest wait for youEvery reason links to its source

01Playbook

The one thing you write: a Playbook.

The brief both agents work from: who a good opportunity is, which signals matter, who to contact and what must never be said on your behalf. Change it, and every search and draft after it changes too.

Playbook / Client prospecting
Customs filing softwareFor freight carriers moving goods into the EU
LogisticsFreight forwardingCold chain
50–2,000 employees
North America
Opening or expanding EU lanesHiring sales or ops leaders
VP SalesCOOHead of Compliance
Specific discount percentages
ScoutChanges what Scout looks forIndustries, size, geography, signals and exclusions become the search and the scoring.
ChaseChanges how Chase writesWhat you offer, who you write to and the claims Chase must never make.

Two kinds today: client prospecting and job search. Recruiting firms use client prospecting for business development; see the recruiter workflow.

02Scout

Scout reads before it recommends.

Every search runs in the background and each run is capped on companies, pages and contacts. What comes back is a ranked list you can check in seconds, not a spreadsheet of names.

  1. 01SearchA plain-language brief plus industry, size, location and keywords.
  2. 02DiscoveryCompanies from the company data provider, filtered by your criteria.
  3. 03ResearchScout reads each company’s homepage, careers, news and about pages.
  4. 04Fit & evidenceA 0–100 fit score with reasons, sources and what it’s unsure about.
  5. 05ContactsPeople matching your Playbook’s titles, with the best role to reach.
Scout Scout / Freight carriers opening EU lanes
Freight carriers opening EU lanes18 discovered · 5 ready to review · 2 excluded
Northwind LogisticsOpening EU freight lanesStrong match92
Corvus HealthRaised a Series B and hired RevOpsStrong match88
Atlas Freight SystemsExpanding its freight operationsStrong match90
ScoutPeople at NorthwindMatched to your Playbook’s contact titles
Dana WhitfieldVP SalesBest match
Marcus LeeCOO
Renee SalasHead of Compliance
03Approval

Nothing moves until you say so.

Scout never hands a company to Chase on its own. You approve the ones worth pursuing and dismiss the rest, and both decisions stay on the record.

ApprovedMoves to ChaseYou pick the person and the channel. Chase prepares a draft for that one company.
You approveeach company Scout brings back
Every account works this way today
DismissedStays out of the wayKept with the reason, findable later, never contacted.
04Chase

Chase drafts. You send.

Chase writes to one person at one company, from what Scout found there, and explains why it wrote what it did. It never sends anything itself.

  1. 01ContextWhat Scout found at that company
  2. 02DraftEmail or LinkedIn-style, one person at a time
  3. Edit & reviewChange anything; the reasoning sits beside it
  4. ApproveNothing counts as outreach until you do
  5. You sendFrom your own email or LinkedIn, today
ChaseDana WhitfieldVP Sales · NorthwindNeeds review
EU freight compliance — worth a look?

Hi Dana — saw Northwind is opening EU freight lanes and hiring six AEs to cover them. Most teams hit customs paperwork first…

EditApprove final draft
ChaseWhy Chase wrote it this wayShown beside every draft
  • Leads with the EU lanes Scout found on the news page
  • References the six AE openings, not a generic pain point
  • No discount claims: ruled out by your Playbook
05Pipeline

One pipeline, on the same records.

Scout, Chase and the pipeline share one set of companies, contacts and opportunities. You move each company forward as the conversation develops.

Prospects / Pipeline

Demo only Replies and meetings are simulated in the demo. In real accounts you move each card yourself; there is no reply inbox or calendar booking yet.

06Status

What’s built, and what isn’t.

ScoutChase is in early access. Rather than blur the line, every capability carries one of four labels, here and everywhere else on the site.

Available now
  • Client prospecting and job search Playbooks
  • Scout search, research and ranking with sourced reasons
  • Review and approval of everything Scout finds
  • Chase drafts for email or LinkedIn
  • Prospects, contacts and pipeline on shared records
Built, but limited
  • Recruiting runs on the client prospecting Playbook
  • Open roles from Greenhouse, Lever and Ashby, for job search
  • Work-email lookup for one chosen person, on request
Demo only
  • Follow-up sequences
  • A reply inbox
  • Meeting booking
Planned
  • Sending from ScoutChase or your connected email
  • Candidate sourcing for recruiters
  • Autonomy beyond review-everything

See it on your own terms.

Walk the same flow in the demo on fictional data, or tell us what you’d use it for.

Try the interactive demoRequest early access