Company Intel (SCOUT Framework)

Research any company by scanning their public website and produce a polished 1-slide PowerPoint showing who their customers are, key metrics, positioning, and notable quotes. SCOUT turns a URL into an executive-ready company intelligence slide in minutes.

When to Use

• Pre-meeting research on a prospect, partner, or competitor
• Building a competitive landscape and need to understand who companies sell to
• Identifying potential co-sell or partner opportunities by mapping customer overlap
• Preparing account intelligence for a sales call
• Creating a quick company overview slide for an internal briefing
• Researching a company before a partnership or investment conversation

What You'll Need

Critical inputs (ask if not provided):

• Company name OR website URL (either one is sufficient)

If only a company name is provided, search the web to find their official website URL before proceeding. If only a URL is provided, extract the company name from the site.

Always ask the user if they have not provided at least one of these. Do not proceed without a company name or URL.

Nice-to-have:

• Specific focus area (e.g., "just customers", "pricing", "positioning")
• Industry or segment context
• Your company name (for overlap analysis)

SCOUT Framework

Process

Step 1: SCAN - Fetch Public Website Data

Use web fetch tools to retrieve content from the company's website. Target these pages in order:

1. Homepage - Usually has a "trusted by" logo bar and hero positioning
2. Customers page - /customers, /case-studies, /stories, /clients
3. About page - /about, /about-us, /company
4. Pricing page - /pricing (optional, for context)

What to look for on each page:

• Logo bars (usually near the top or bottom: "Trusted by", "Used by", "Our Customers")
• Case study links (company names in titles, quotes with names and titles)
• Testimonial quotes with person name, role, and company
• Metrics claims ("100M+ users", "10,000+ companies", "$1B+ processed")
• Partner logos or integration badges
• Industry mentions or segment descriptions

Step 2: CAPTURE - Extract Customer Intelligence

From the scanned pages, build a structured list:

Customer Extraction Table:

Rules:

• Only include customers that are explicitly featured (logo, case study, testimonial, or named reference)
• Do not infer or guess customers that are not visibly shown
• Capture the person's name and title if available (from testimonials)
• Note the evidence type: Logo only, Case study, Testimonial quote, Named reference
• Sort by prominence (case studies and quotes first, then logos)

Step 3: OUTLINE - Build Company Profile

Create a brief company profile from the website content:

Step 4: UNCOVER - Analyze Customer Patterns

Look at the customer list and identify patterns:

• By company size: Are they selling to startups, mid-market, or enterprise?
• By industry: What verticals appear most (tech, finance, healthcare, etc.)?
• By use case: What problems do the case studies highlight?
• Customer count tiers: How many logos vs. case studies vs. testimonials?
• Notable names: Any Fortune 500, well-known brands, or surprising customers?

Step 5: TABULATE - Generate 2-Slide PPTX

Use the ppt-deck-generator skill or python-pptx to create a polished 2-slide executive deck.

Slide 1: Company Overview and Positioning

+------------------------------------------------------------------+
|  [COMPANY NAME]  Company Intelligence Brief          [Date]       |
+------------------------------------------------------------------+
|  [300K+]    [150+]     [140M]     [26]      [16]     [SOC 2]    |
|  GTM Teams  Providers  AI Runs    Customers  Cases   Compliance  |
+------------------------------------------------------------------+
|                            |                                      |
|  WHAT THEY DO              |  POSITIONING                         |
|  [Description paragraph]   |  [Tagline and value prop]            |
|                            |                                      |
|  KEY CAPABILITIES          |  TARGET BUYERS                       |
|  - Capability 1            |  Role 1 - Context                    |
|  - Capability 2            |  Role 2 - Context                    |
|  - Capability 3            |  Role 3 - Context                    |
+------------------------------------------------------------------+
|  "[Best quote]" - Person, Title           [Segment] [Segment]    |
+------------------------------------------------------------------+

Slide 2: Customer Evidence Map

+------------------------------------------------------------------+
|  [COMPANY NAME]  Customer Evidence Map                [Date]      |
|  26 CUSTOMERS  |  16 CASE STUDIES  |  10 LOGO FEATURES           |
+------------------------------------------------------------------+
|  Customer      Key Result           Contact                       |
|  -------       ----------           -------                       |
|  [8 case studies with results       [8 case studies with results  |
|   and contact names per column]      and contact names per column]|
|                                                                   |
+------------------------------------------------------------------+
|  ALSO FEATURED (LOGOS AND PARTNERS)                               |
|  [Logo 1] [Logo 2] [Logo 3] [Logo 4] [Logo 5] ... [Logo 10]    |
+------------------------------------------------------------------+

Slide Design Rules:

• Use ppt-deck-generator color palette (navy dark_bg header, Microsoft blue accent, teal highlights)
• Segoe UI font family throughout, minimum 9pt for any text
• High contrast: dark text on white/light backgrounds, white text on navy only
• No dark text on dark backgrounds
• Slide 1 left column (45%): Company overview and capabilities
• Slide 1 right column (55%): Positioning and target buyers
• Slide 2: Two-column customer grid with colored dots, key results in blue, contact names in gray
• Bottom strips on both slides: navy background with white/teal text only

Output

Save to:

• outputs/company-intel-[company-name]-[YYYY-MM-DD].md (structured research notes)
• outputs/company-intel-[company-name]-[YYYY-MM-DD].pptx (2-slide exec deck)

Deliverables:

1. Customer Extraction Table: Full list of identified customers with evidence type and quotes
2. Company Profile: Positioning, metrics, target audience, and key claims
3. Customer Pattern Analysis: Segmentation by size, industry, and use case
4. 2-Slide PPTX: Slide 1 = Company overview and positioning, Slide 2 = Full customer evidence map

Chain Connections

• Feeds into: battle-scanner (competitive customer overlap analysis), partner-blueprint (partner customer mapping), gtm-exec-plan (competitive landscape section)
• Enhanced by: Run on multiple competitors to build a comparative customer map
• Pairs with: competitive-exec-brief for full competitive intelligence package