Scout on your phone: the morning brief
Connect Scout to your number and the day's leads arrive by text with the message already written. You send it. Reply in plain words and the pipeline keeps up.
Scout in the app answers questions. Scout on your phone comes to you: a text in the morning with the leads to work today, in order, with the reason on each and a draft you can send from your own phone. It is part of Pro, and every seat gets its own.
One rule
Scout never messages a customer. You are always the sender. It writes the pitch in the branch's words; you read it, change a word if you like, and send it from your phone. Scout logs that it went and reminds you when to follow up.
Connect it
- 1From the banner or SettingsThe banner above Scout chat, or Settings → Integrations → ScoutRep. Enter your mobile number and tap Connect ScoutRep. New to Scout? The same step sets you up.
- 2Reply CONNECTScout texts your number. Reply CONNECT in your usual Scout chat (WhatsApp or text) and the card flips from Waiting for confirmation to Connected. Already talking to Scout? Text it connect BuildMapper, get a six-digit code, and redeem it on the card instead. Codes last 15 minutes.
What a day looks like
| When | What happens |
|---|---|
| 8:00 AM | The brief arrives: the leads to work today, in order, each with its reason and a drafted first message. |
| 8:04 AM | You read the draft, change a word, send it from your own phone. Scout logs it on the lead. |
| 11:40 AM | You text quoted them 24k. The card moves to Quoted, the $24,000 is recorded, and a follow-up is set. |
| 4:45 PM | You text won it. The card moves to Won, the pipeline updates, and next Monday's list learns from it. |
Follow-ups run on Scout's cadence (day 7, day 21, day 45) unless you say otherwise. Photos, voice notes and plan sets can go in the same chat. A note you text is kept as context and never moves a card's stage on its own; a stage only changes when you say it did.