HOWEVER YOU FOUND THEM
Do not start the meeting at zero.
SCOUTz prepares the company context, outside-in evidence, unknowns, and questions before the first conversation. Deeper evidence arrives only after the prospect authorizes it.
HOW IT WORKS
Find. Assess. Explain. Act. Verify.
The same evidence thread moves from the first account signal to the client conversation, the work plan, and the proof that the observable state changed.
2–6 hours × your Settings rateReview the LOE before pricing.
EVIDENCE · INSIGHT · PROOF
Every finding comes with what it means, what to do and how to verify it.
01
Find
Keep the dated observation and source.
02
Explain
Separate the finding from its possible consequence.
03
Plan
Assign an owner, prerequisites and estimated effort.
04
Price
Your hourly rate in Settings × LOE in hours.
05
Verify
Reassess against the baseline; record what changed.
EVIDENCE · INSIGHT · PROOF
What you can know before they let you in, and after.
01
Before consent
Published domain, DNS, email authentication, certificates and external evidence.
02
With read-only consent
Supported Microsoft 365 identity, app, permission, licensing and configuration evidence.
03
Never inferred
No message bodies, private files, chats or prompts. Unread is not clean.
From observation to inference to the next question.
REAL APP CAPTURE · CLIENT DETAILS REMOVED
REAL APP CAPTURE · CLIENT DETAILS REMOVED
The workflow helps the MSP prepare, interpret, recommend, and verify. It does not automate the relationship, promise the decision, or replace the person accountable for the advice.
We do not sell the answer before we ask the question.
Discover the condition. Understand the context. Review the available evidence. Recommend the outcome. Then the MSP selects the solution, vendor, service model, and commercial package.
The handoff is part of the workflow, not an exit failure.
SCOUTz prepares source-linked work for the MSP’s PSA, RMM, Microsoft administration, security, backup, or project system. Execution stays in the operational stack; SCOUTz returns only where supported evidence can verify the result.
Your next prospect meeting is already on the calendar.
Bring dated evidence, clear limits, and useful questions.