Run your advisory pipeline end-to-end
Scout — One Pipeline View Across the Firm, One Clean Handoff Into ClientHub
Scout is the advisor's pipeline tool for new advisory engagements. Every prospect, every stage, every advisor's book — visible in one place rather than across individual spreadsheets. When a prospect converts, one action promotes them to a ClientHub contact and the new client organization is set up for the engagement to begin. Visibility is restricted to advisor-side roles.
The Problem
Advisory pipelines don't fit the shape of a generic sales CRM
Generic CRMs are built for product or SaaS deal cycles. Advisory engagements have a different rhythm — longer, more relationship-driven, often multi-touch over many months. Most advisory firms either give up and run pipeline in spreadsheets (losing visibility across the firm) or force their work into a sales-deal model that doesn't fit. Scout is shaped around the advisory engagement lifecycle and connects directly to the rest of the ecosystem the new client will run in.
Who It's For
Built for the people who use it every day
Advisory firm principals and managing partners running an engagement pipeline
Firm-side business development staff working prospects through the pipeline
Firm leaders who need a single pipeline view across every advisor's book
Advisors handing off a won prospect into ClientHub without re-keying anything
Key Capabilities
What Scout does
Pipelines shaped for advisory work
Multiple custom pipelines with drag-and-drop Kanban boards, stage groups, a starred priority pipeline, weighted pipeline reporting — and private pipelines visible only to the advisor who owns them.
Lead forms that feed the pipeline
Public lead-capture forms create both the contact and the pipeline opportunity, and fire stage-change automations the moment a prospect submits — no manual triage step.
Email that works the pipeline with you
Send tracked emails from any contact, deal, or pipeline card through your Gmail account — with reusable templates, signatures, and merge fields — and let stage-change automations send the right email as deals move.
Meetings, handled end-to-end
Schedule, edit, and cancel meetings from a contact's timeline, with automated email reminders for the advisor (and optionally the prospect) and one-click add-to-calendar for Outlook, Google, or Apple Calendar.
AI on the CRM record itself
Built-in AI drafts meeting notes, analyzes your team for talent gaps and succession risk, and extracts contacts from any uploaded PDF — and recorded conversations captured through the platform land on the right prospect's timeline automatically.
Import your whole book
Bring contacts in from Excel or CSV — with ready-made templates for Salesforce, HubSpot, and Pipedrive exports — plus column mapping, validation, and duplicate-merge tools.
Promote-to-client workflow
When a prospect converts, one action promotes them into a full client account provisioned across the entire ProfitShapers ecosystem — no re-entry, no CSV handoff between the sales tool and the operating platform.
Read access to ClientHub assessments and contacts
When an advisor is working an opportunity, they can pull existing assessment results and contact relationships from ClientHub for opportunity context.
Use Cases
How leadership teams put Scout to work
- 1
An advisor adds a prospect to Scout, works them through the pipeline over six weeks, then promotes them to a ClientHub contact in one action — and the new client organization is set up in ClientHub for the engagement to begin
- 2
A firm leader opens Scout to see the firm's full pipeline view across every advisor's book — without having to assemble it from individual spreadsheets
- 3
An advisor pulls a prospect's existing assessment data from ClientHub to inform the next conversation in the opportunity
Part of the ProfitShapers Ecosystem
Scout works even better with the rest of the platform
Every app in the ProfitShapers ecosystem is built to work together — one login, one subscription, one source of truth for the entire engagement.
Why we built it this way
Scout isn't a standalone tool — it's one purpose-built app in a connected ecosystem, all reading from a single source of truth. Read the philosophy behind the ecosystem.
ClientHub
One platform for your entire growth ecosystem
One identity, one bill, one source of truth for the org. Every app in the ecosystem signs in here, reads from here, and stays in sync — no reconciliation work.
Rock Manager
Quarterly Rocks that move enterprise value
Quarterly Rocks anchored to the annual plan and to the company's value drivers — so quarterly work always traces back to what makes the business worth more.
Scoreboards
KPI scoreboards for every team, every leader
Score weekly against KPI definitions designed in Seat Optimizer — so the numbers each team tracks are the numbers their seat actually exists to move, never invented in a vacuum.
Ready to put Scout to work?
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