Your onboarding with Scout, explained
What happens during setup — how Scout learns about you and builds your first outreach.
Onboarding is a guided chat with
Scout, your research agent, that turns a quick conversation into a working profile, a set of matched contacts, and ready-to-edit pitches. Here is what each phase actually does.
Phase 1: Chat with
Scout
Scout introduces itself and says the whole thing takes about 2 minutes, then asks for your full name. From there it asks about you as a creator in a natural back-and-forth. Type your answers in the message box and press Enter to send (Shift+Enter for a new line). When Scout has what it needs, the conversation closes on its own.
Phase 2: Building your profile
After the chat, you see a short Setting up your profile screen while
Scout analyzes the conversation and builds your profile. Then the Review your profile card appears so you can edit before anything is used. The fields are:
- Name and Creator type (UGC Creator, Agency Owner, Photographer, Influencer, Content Creator, Podcaster, Videographer, or Other)
- Portfolio link and Gender
- Bio, Content specialties, Target brands & industries, and Collaboration goals
Press Continue when it looks right. You can press Start over at any point to redo the chat.
Phase 3: Your earnings view
Next is a quick value screen. Set your Deals you want to land with the slider and your rate per deal, and PitchBrand shows your potential extra earnings. Press Continue to move on. In the background, the app is already searching for brands, finding decision makers, and having
Penny write personalized pitches.
Phase 4: Your personalized pitches
You land on Your personalized pitches.
Penny has written a custom sequence for each matched contact shown under Matched contacts. Click a contact to open and edit its pitch sequence, tweak whatever you like, then press Continue to finish setup and choose a plan.
Tip: Your progress is saved as you go, so if you close the tab mid-onboarding you will pick back up where you left off.
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