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Issue IV: Summer Schedules and Project Planning

Diana Wallace
Diana Wallace |

Summer Operations

Everyone takes summer hours seriously right? Well, we wrote about it last week on our Substack, but that's not what we're talking about now. During the summer here at Scout, we scale back our new client onboarding. 

What do we do? 

  • 1-2 NEW projects per month. These can be any of our suite of Execute products or assessments. This is a great time to get your ducks in a row.
  • Thursdays: On Demand Coaching Sessions. We keep these open year-round to give you, our OSC network support when you need it. 
  • Substack: This is our entry level membership at $60/year or $6/month. We deliver weekly guides to OSC and inside agents. Annual members are invited to our monthly OSC meet up, every third Thursday at 1pm EST. 

The best part is that this helps us to plan for September and the beginning of selling season, in January. If you're considering making changes to your program or need support, let's start the conversation now so that you can book one of our spots this fall! Book an intro call here. 

 

Become an Annual Member

 

Scorecard Purchase

Featured Product: The Scout Scorecard

Speaking of September...let's get ahead of your 2026 planning. We're offering $50 off of our personalized scorecard set up in the month of June. Click here to purchase.

 

We're As Good As Our Set Up 

One of the great things about the building and trades industry is that there is a relatively small group of consultants and service providers and they are incredibly supportive of one another. I got to catch up with one of those people recently and was reminded of why I began Scout in the first place. 

It's the framework. 

It's always exciting when you hear a client is working with one of your favorite tools, but then they tell you they're thinking of cancelling it or that worse, it just isn't effective. 

You can spend tens of thousands of dollars or a couple hundred on a CRM or digital sales tool and everything you get out of it will be what you put into it. 

Having a mindset of long-term and global strategy is so important when deploying one of these tools. I can do a lot with a starter account on Hubspot; because I know what happens throughout the process, the end goal, and what tools also need to connect. Where I run into a wall? The really expensive products that require an entire team of developers just to write the code to send a few email sequences. 

My take: buy the product that works for you, but don't do it unless it truly meets your business needs and you have a champion, on your team, who can make it work. You need someone who knows your industry and process in order to develop the ecosystem for your sales and operations teams. 

I also know that not every person has access to this and that's why I offer it fractionally. I've been in the industry for a long time and I know our process inside and out; that's what I bring to the table when you add me as a fractional part of the team. 

Digital sales tools make us more efficient and help us to eliminate redundancies - but only if we know how to make them work. 

If you're not sure if you're set up correctly, let's talk. Book a question session here: 

https://scoutosc.com/intro-meeting

Still not sure where to begin? Learn more about our programs designed to help you Execute, here. 

April on Substack

Let's round up our stacks from April, you don't want to miss these:

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