Quote to contract
Account executive
- Client brief and usage before every call
- Quotes assembled from the product catalog
- Contract steps tracked to signature
The organisation keepswhy a deal was priced and structured that way
Fintech and markets technology
A chief of staff from quote to go-live and beyond.
From the account executive to onboarding to operations, one chief of staff that carries context across the whole client lifecycle and keeps it for the company.
First built with a global markets technology company
A morning in the life
Three people. One morning.
Agents prepare. People approve pricing exceptions, contract terms and client commitments.
Go-live
Solutions and onboarding
- Onboarding tracked from sale to go-live
- Set-up answers from past implementations
- Handover to support prepared
The organisation keepshow each client was set up
Run
Product and operations
- Support issues grouped by product
- Release impact summarised
- Renewal and usage signals shared
The organisation keepswhat clients actually use, and why
The knowledge stays
Context gets lost at every handover.
Between sales, onboarding, support and renewal, the story of each client gets retold or lost. Scout keeps one graph of the client, the product and the commitments around them.
A question only the graph can answer: which clients on a licence expiring in 90 days use a data product with an open support issue and no renewal quote?
Illustrative. Hover or focus a node to see what it connects to.
After a typical project, the learning leaves with the team
The organisation keeps it, and it compounds
Control
Governed from the first build to every day after.
01
BUILD
Guardrails set before an agent ships: what it can read, draft and propose.
02
GOVERN
An owner, permissions and barriers between lines of business.
03
TEST
Probes generated from each agent's declared scope.
04
MONITOR
The same probes watch production for drift.
Keeps running after go-live. What production shows feeds the next build.
Yours: runs in your cloud, on your systems. You own the agents and the graph.