Project owner
The delivery lead is confirmed.
Use cases / Customer onboarding
Onboard a new customer
Handover details get lost between sales and delivery. Scouta brings the work together.
Your goal Illustrative exampleHave the new customer ready for their first project next week.
A plan for your team and AI01 / A plan with clear owners
Everyone knows their part.
Scouta breaks down the goal and gives each task an owner and a place in the timeline.
Your boundaries
Use the agreed scope. Ask before granting access, changing commitments or sharing sensitive information.
Customer onboardingNext Wednesday
Have the new customer ready for their first project next week.
- Turn the signed scope into an onboarding planDay 1
Pip - Confirm the owner and customer commitmentsDay 1You
- Prepare setup tasks and chase missing inputsDays 2 to 4
Wren - Confirm the customer is ready to beginDay 5You
People and AI, working to the same goal.
Scouta selects and reassesses the AI for each task.
02 / An interface for this goalYou own the decision.
Confirm the handover before the first project.
The work and its context are ready when your judgement is needed.
You own the decision.Onboarding workspaceIllustrative example
Access and setup
Required tools and permissions are checked.
First milestone
Kick-off and first deliverable are agreed.
Your shared onboarding workspace holds the scope, owners, access checks and first milestones.
Waiting for your review.
03 / Track and improve
Measured against your goal.
Scouta checks readiness against the onboarding plan and flags anything that could delay the first project.
How Scouta benchmarks AIExample outcomeAt kick-off
A customer ready for the first piece of work.
- 01Sales commitments are reflected in the plan.
- 02Access and ownership are confirmed.
- 03The customer has agreed the first milestone.
The result informs the next plan.