First meeting
Bring the available evidence, its limits and the questions it creates into discovery.
REPORTS NOW · VISUAL STUDIO IN VALIDATION
Build the story, review the evidence, deliver it, and prove movement.
Current SCOUTz reports keep evidence and audience boundaries attached to the work. The visual Report Studio shown here is being validated for a future beta update and is not yet a general-availability promise.
EVIDENCE · INSIGHT · PROOF
$279 a month. One real Microsoft 365 review found up to $135.8K of work.
01
Workspace
List price: $279/month; current terms are on Pricing.
02
Full sample plan
every finding mapped to a task · 4 phases · 253.5–805 h
03
Your rate
The MSP’s configured hourly rate—not a fixed sample rate.
04
Estimate
Hourly rate × LOE. An effort range gives a price range at that rate.
EVIDENCE · INSIGHT · PROOF
The same findings, packed for each meeting.
01
First meeting
Client-safe evidence, limits and discovery questions.
02
Win the deal
Priorities, a meeting pack and a scoped proposal.
03
Onboard
Owned work, dependencies and the incident playbook.
04
QBR
Dated changes, unresolved items and next decisions.
WHAT'S NEW IN SCOUTz · OPEN BETA
Report Plays for first meetings, onboarding and QBRs
Choose First meeting, Win the deal, Onboard or QBR. Each Play bundles the reports for that moment into one download, fitted to the evidence the client's scan read. “Win the deal” is a workflow name, not a sales guarantee.
Win the deal
Keep the findings and proposed next steps together while the MSP discusses scope with the buyer.
Onboard
Carry the scan's evidence and unresolved questions into the start of the client relationship.
QBR
Prepare the client review with dated evidence and supported rescan comparisons—not a claim of continuous monitoring.
Know when a shared report link was opened
See whether the link was opened, how often and when. Report-link open tracking does not show who opened it or where they were. Your own previews do not count. An open does not prove the client read or agreed to the report.
AI conversations, ready to run
Choose an AI meeting pack, AI roadmap, starter AI use policy, vendor due-diligence pack, AI incident playbook or oversharing-before-Copilot review. Each uses what the scan read; the MSP and client confirm business context, owners and policy decisions. Policies and playbooks are planning drafts, not legal approval or proof of implementation.
Honest by design: every count names its source. A check SCOUTz could not read stays “Not read”—not “none” or “all clear”. Microsoft 365 reviews use client-consented, read-only access and do not read message bodies, files, chats, documents or prompts.
Build
Choose audience, sections, evidence, and brand.
Review
Check language, boundary, provenance, and next actions.
Present
Use a client-safe narrative without exposing operator-only material.
Deliver
Export or share the approved report and work plan.
Verify
Rescan and carry movement into the QBR.
REAL APP CAPTURE · CLIENT DETAILS REMOVED
Seller brief
Signals, sources, personas, objections, discovery questions, and safe outreach.
Operator evidence
Collectors, checks, findings, investigation details, workbooks, and provenance.
Client report
Plain-English posture, priorities, decisions, and a client-safe roadmap.
Executive/QBR
Movement, open risk, business context, completed work, and the next decision.
Your next prospect meeting is already on the calendar.
Bring dated evidence, clear limits, and useful questions.