Health, Education & Government HR & Talent Sports Recruiting & Scouting

Athletic Recruiting & Scouting Platforms

People decisions with significant organizational, financial, and cultural stakes.

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Inside this journey
  1. Pre-Discovery

    Align the room on outcomes, decision process, and constraints before deeper discovery.

    1. Stakeholder Alignment

      Confirm decision roles (head coach, recruiting coordinator, athletic director), timeline, budget constraints, and what ‘good’ looks like for each stakeholder.

      Alignment Questions

      Quick Intro: Who’s on the Field?

      • Which role are you answering as today? Options: Head Coach, Recruiting Coordinator, Assistant Coach / Position Coach, Athletic Director, Director of Operations / Admin, Other
      • What division and level best describes your program? Options: NCAA Division I (FBS), NCAA Division I (FCS), NCAA Division II, NCAA Division III, NAIA, Junior College / JUCO, Other
      • How would you summarize your immediate recruiting priority in one sentence?
      • Which of these channels do you currently rely on most to discover prospects? Options: High school coaches, Showcases / combines, Video platforms (YouTube, Hudl), Recruiting databases/platforms, Personal scouting trips, Third‑party advisors, Transfers via portal
      • If you had to pick one metric that defines a successful recruiting cycle for your staff, what would it be? Options: Number of signed recruits, Percentage of target-list offers accepted, Roster needs filled by position, Recruit-to-play conversion (placement), Quality of fit (measurable + academics), Other

      If This Keeps Happening, What Loses Out?

      • Imagine you keep discovering prospects too late—what’s the single biggest thing your program loses because of that? Options: Missed scholarship-quality recruits, Depth at key positions, Competitive wins, Cohesive recruiting class, Budget wasted on late scouting, Other
      • How often over the last two recruiting cycles have you felt you missed a recruit because you identified them too late? Options: Multiple times per cycle, Once per cycle, Occasionally, Rarely, Never
      • Tell a specific example (briefly) of a player you wish you’d found earlier—what happened and what did it cost the program?
      • Which stakeholders feel the consequences of late discovery most strongly in your program? Options: Head Coach, Recruiting Coordinator, Position Coaches, Athletic Director, Current roster / players, Prospect (missed opportunity)
      • When those misses happen, what emotions or pressures do you notice in the staff—frustration, scramble, resignation, finger-pointing, or something else? Options: Frustration/anger, Panic/scramble, Resignation/acceptance, Blame-shifting, Motivation to change, Other

      Where the Radar Is Blind

      • What assumptions are you making today about how ‘discoverable’ qualified prospects are to your staff? Options: They’re mostly visible via current channels, We miss many outside our region, We’re blind to non-showcase talent, We rely on coach referrals too much, Other
      • Which tools or platforms do you actively use now to build and filter prospect lists? Options: Internal spreadsheets, Recruiting database A, Recruiting database B, Hudl/Video hosting, CRM/email tools, None
      • Rate the reliability of your coach contact data today (how confident are you that the contact will reach the right person?): Options: Very confident (95%+), Confident (80–95%), Moderate (60–80%), Low (40–60%), Unreliable (<40%)
      • How do you currently verify performance data and measurables on prospects (e.g., timing, height/weight, event results)? Options: Verified event data, Coach-reported, Video-based estimates, Third-party scouts, We don’t systematically verify
      • Where do you feel most blind today—missing film, inaccurate contacts, outdated eligibility info, or compliance timing? Please rank the top two. Options: Missing film, Inaccurate contacts, Outdated eligibility/class year, Lack of advanced metrics, Compliance/contact windows, Other

      What Would 'Found Earlier' Actually Change?

      • If your staff consistently found recruitable prospects 30–60 days earlier, what would change on game day, in recruiting outcomes, or in your program culture?
      • Which measurable signals matter most to you when judging a discovery tool’s impact? Options: Time-to-identify (days), Verified contact accuracy (%), Number of recruitable targets surfaced, Conversion from outreach to visit/offer, Roster fill rate by position, Other
      • What are realistic target thresholds for those signals (e.g., contact accuracy 90%, identify time <14 days)? Please list up to three.
      • How would each stakeholder define 'good' for a discovery tool—what does the Head Coach insist on vs. Recruiting Coordinator vs. Athletic Director?
      • Which success evidence would make you comfortable adopting a new platform (e.g., pilot with 10 verified prospects, improvement in target fill rate by X%)? Options: Pilot with verified prospects, SLA for contact accuracy, Demonstrated placements at peer schools, Clear compliance tracking, ROI model for season

      What Are You Willing To Change?

      • What would feel riskier to you: adding administrative tasks that produce better targets, or keeping processes the same and accepting missed opportunities? Options: Prefer some admin for better targets, Prefer minimal admin even if we miss some, Depends on proof of impact, Undecided
      • Who inside your program must be convinced before you pilot or buy a new discovery tool? Options: Head Coach, Athletic Director / AD, Recruiting Coordinator, Compliance Officer, IT/Integrations, Other
      • What budget range would make a meaningful solution viable for your program this year? Options: <$5k, $5k–$15k, $15k–$35k, $35k–$75k, $75k+
      • What would a low-risk pilot look like to you (length, sample size, specific deliverables)?
      • What’s the top objection you expect internally to trying something different, and how long has that concern been blocking change? Options: Budget, Admin burden, Skepticism about data, Compliance risk, Integration complexity, Other

      Walk Me Through Your Ideal Playbook

      • If discovery worked perfectly for your staff, what would your day-to-day recruiting workflow look like from prospect surfacing to outreach?
      • Which integrations are essential for that workflow to feel seamless? Options: Roster/ERP, Film library (Hudl/other), Calendar (Google/Outlook), Athletic department CRM, Compliance/eligibility systems, None
      • How many seats/accounts would you expect to provision initially for your staff? Options: 1–2, 3–5, 6–10, 10+
      • What format of enablement is most effective for your staff—live training, self‑paced modules, onsite workshop, or a blended approach? Options: Live training (virtual), In-person workshop, Self-paced modules, Blended approach
      • When it comes to data accuracy SLAs, what minimum contact accuracy would you require to consider the platform dependable? Options: 95%+, 90–95%, 80–90%, Below 80% not acceptable

      Compliance and Timing: What Keeps You Awake?

      • If you could wave a wand and fix one compliance-related pain point today, what would it be?
      • How do you currently track NCAA contact windows and outreach limits for each athlete class/year? Options: Manual calendar/Excel, Dedicated compliance tool, Rely on memory/internal policy, We struggle and it’s inconsistent
      • Have you faced a compliance issue in the last 24 months tied to outreach timing or inaccurate records? If yes, briefly describe. Options: Yes, major, Yes, minor, No
      • What compliance features would materially reduce your risk (choose up to three)? Options: Automated contact window alerts, Audit trails for outreach, Role-based permissions, Pre-approved message templates, Compliance dashboard for AD
      • Who owns compliance sign‑off during recruiting in your program, and how quickly can they resolve ambiguous cases? Options: Athletic Director, Compliance Officer, Head Coach, Recruiting Coordinator, Shared responsibility

      Let’s Make an Early Win Concrete

      • What single metric or deliverable from a 30–90 day pilot would make you want to move to a full subscription? Options: X verified prospects, Contact accuracy % threshold, Improved time-to-identify, Successful integration with film/roster, Compliance validation
      • What minimum sample size (number of prospects or positions) would you want the pilot to demonstrate against? Options: 5 prospects, 10 prospects, 20 prospects, Full position group
      • Which internal resources can you commit to a pilot (time per week, point people)? Options: Recruiting Coordinator (10+ hrs/week), Assistant coaches (3–5 hrs/week), Compliance Officer (ad-hoc), IT support (integration only), Limited staff time
      • What would success look like at the end of the pilot—describe outcomes and evidence you’d expect to see.
      • Realistically, when could you start a pilot if the terms met your needs? Options: Immediately, In 2–4 weeks, Next month, Next recruiting cycle, Undecided
    2. Current State Mapping

      Document existing recruiting workflows, data sources, missed-target failure modes, and NCAA compliance gaps that drive the need for change.

      Current State

      Tell the Story of Your Last Recruiting Cycle

      • Walk me through your most recent recruiting cycle — what were the main milestones, who owned each, and where did you feel the most strain?
      • Which roles on your staff were primarily responsible for discovering prospects, validating film/metrics, and managing outreach? Options: Head Coach, Recruiting Coordinator, Position Coach, Director of Ops, Graduate Assistant, Athletic Director, Volunteer Assistant, Other
      • How did you keep track of where each prospect was in the pipeline (tools, spreadsheets, platform names)? Options: Google Sheets/Excel, ATS/CRM, Email threads, Paper notes, Homegrown database, Third-party recruiting platform, Other
      • On average, how long did it take from first identification to having a verified contact and film for a recruit you were actively pursuing? Options: < 1 week, 1–2 weeks, 2–4 weeks, 1–3 months, 3+ months, Varies widely
      • If you had to name the single moment in that cycle that most often derailed a recruit’s progression, what was it?
      • Who on your staff would you say felt the most frustrated at the end of that cycle, and why?

      What If Your System Is Quietly Letting Talent Slip Away?

      • How often do you discover a recruit too late — after other programs have engaged or roster spots are effectively closed? Options: Almost every cycle, Often, Sometimes, Rarely, Never know
      • Can you share a recent example where a prospect appeared on your radar too late — what signs did you miss and what would you change in hindsight?
      • What are the most common reasons you think causes late discovery: scouting blindspots, data delays, limited search filters, film access, or something else? Options: Scouting blindspots, Delayed/absent film, Inaccurate contact info, Narrow search filters, No centralized database, Event-based discovery only, Other
      • How long has late discovery been a recurring problem for your program? Options: This is new, 1–2 cycles, 3–4 cycles, 5+ cycles, Not sure
      • When late discovery happens, what is the typical downstream impact on your class, practice plans, or staff workload?

      Where the Data Lives — and Where It Gets Lost

      • Which of these sources do you currently rely on to populate prospect profiles? Options: High school coach emails, Showcase/combines, County/state statistics, Public game film, Third-party scouting services, Prospect-submitted profiles, Transfer portals, Other
      • Who owns the truth for each data type (film, measurables, academics, contact info) inside your staff — and how is that recorded? Options: Recruiting Coordinator, Head Coach, Position Coach, Director of Ops, Admin staff, No single owner, Other
      • How frequently do you encounter conflicting or duplicate records for the same prospect across systems? Options: Daily, Weekly, Monthly, Rarely, Never
      • Describe a recent instance where missing or outdated data directly prevented you from contacting or evaluating a recruit.
      • What integrations or automated feeds would meaningfully reduce manual data cleanup for you (e.g., film hosting, HS stats feeds, event ingestion, contact verification)? Options: Film hosting integration, Automated stats feed, Showcase/event ingestion, Contact verification API, Roster sync from high schools/club, Calendar/compliance sync, Other

      The Real Cost: What Missing Targets Actually Costs You

      • When you think about the last cycle, how would you quantify the cost of missed targets — scholarship hours, positional gaps, lost wins, staff overtime, or recruiting budget waste? Options: Scholarship hours, Positional imbalance, Lost games/wins, Overtime for staff, Extra travel/visits, Reputational impact, Other
      • Tell me about a time a missed recruit changed the composition or competitiveness of your class — what happened in the season after?
      • How do missed targets affect staff morale and the head coach’s confidence in the recruiting process? Options: Significantly lowers morale, Somewhat impacts morale, Minimal effect, No clear pattern, Improves urgency/energy
      • If you could measure one metric to show the business impact of missed targets, what would it be (e.g., percentage of offers filled, time-to-identify, verified contact accuracy)? Options: % offers filled, Time-to-identify, Contact verification rate, Number of recruitable prospects, Conversion rate from contact to commit, Other
      • How comfortable are you giving a dollar estimate to the cost of a single missed high-value target (recruit who would have likely earned playing time)? Options: Comfortable, Somewhat comfortable, Not comfortable, Prefer not to estimate

      Are You Confident Your Compliance Radar Is Sharp?

      • Have you ever lost or had to alter a recruiting opportunity because outreach timing or contact rules were misapplied? Options: Yes — multiple times, Yes — once or twice, No, Not sure
      • Who is responsible for tracking NCAA contact windows, and how do you ensure all staff follow the same calendar? Options: Athletic Director, Head Coach, Compliance Officer, Recruiting Coordinator, Shared responsibility, No formal owner, Other
      • Describe any near-miss compliance incidents you’ve had (e.g., accidentally contacting recruits in a closed window). What caused them?
      • Which compliance controls do you currently use or wish you had: automated calendar blocks, outreach limits per prospect, audit logs, or coach-specific alerts? Options: Automated calendar blocks, Outreach caps per recruit, Audit/change logs, Coach-specific alerts, Training modules, No controls, Other
      • How much would reducing compliance risk (fewer manual mistakes, automated timing) accelerate your willingness to adopt a new platform? Options: A lot, Somewhat, A little, Not at all, Undecided

      How Decisions Really Get Made Here — Not on Paper

      • If a new recruiting platform promised better discovery and compliance automation, who would need to be convinced before you could pilot it? Options: Head Coach, Recruiting Coordinator, Athletic Director, Compliance Officer, IT/Systems Admin, Position Coaches, Other
      • What are the non-negotiable criteria each decision-maker will use to evaluate a pilot (e.g., ease of use, verified contact accuracy, proven placements, cost)? Options: Ease of use, Contact accuracy SLA, Placement track record, Budget/price, Integration capability, Compliance features, Other
      • What budget range is realistic for your program this year for a recruiting platform (annual), and what is the approval path? Options: <$5k, $5k–$15k, $15k–$35k, $35k–$75k, $75k+, Dependent on pilot results, Undecided
      • What would a minimal, low-risk pilot look like for you (duration, seat count, success criteria)?
      • Who on your staff will own adoption and day-to-day use if a new tool is introduced? Options: Recruiting Coordinator, Head Coach, Director of Ops, Position Coach, Admin staff, Other

      If a Tool Fixed Your Top Headache — What Would It Prove First?

      • What three measurable outcomes would make you say 'this works' after a 60–90 day pilot? Options: Faster time-to-identify, Higher verified contact accuracy, Increase in recruitable prospects, Search reproducibility, Compliance incidents reduced, Improved staff adoption, Other
      • What SLAs or guarantees matter most to you (e.g., contact accuracy %, film playback uptime, search result latency)? Options: Contact accuracy %, Film playback uptime, Search latency, Data freshness cadence, Response time for support, Other
      • How will you measure staff adoption and whether coaches actually use the tool in decision-making? Options: Logins per coach, Searches performed, Contacts sent via platform, Number of prospects validated, Qualitative coach feedback, Other
      • What would be an acceptable trade-off between improved discovery and added administrative steps (e.g., a small setup burden for big discovery gains)? Options: Willing to accept setup burden, Only minimal setup, No added admin burden allowed, Depends on ROI
      • If results don’t show in the pilot window, what would you want to see next from a vendor to regain confidence?

      What Would Change Require — Practically Speaking?

      • What integrations, data handoffs, or internal approvals are required before a pilot can begin (film access, roster exports, contact lists, calendar permissions)? Options: Film hosting access, Roster CSV/DB export, Coach contact list access, Calendar/availability sync, Compliance calendar permissions, IT security review, Other
      • Who on your side would handle integration tasks and how much weekly time can they commit during onboarding? Options: Recruiting Coordinator, IT/Systems Admin, Director of Ops, Vendor-managed, Shared responsibility, Other
      • What obstacles are most likely to derail a pilot (staff bandwidth, technical blockers, budget delays, coach buy-in)? Options: Staff bandwidth, Technical blockers, Budget delays, Coach resistance, Compliance concerns, Other
      • If you could commit one small change today to improve discovery (data source, process, role change), what would it be?
      • Realistically, when could you be ready to start a short pilot that tests discovery plus compliance features? Options: Immediately, Within 2–4 weeks, 1–3 months, 3–6 months, Undecided
  2. Outcome Discovery

    Define measurable success signals (e.g., time-to-identify prospects, verified contact accuracy, number of recruitable targets) and acceptance criteria for adoption.

    Discovery Questions

    Start Here: What's Most Important Right Now?

    • What's the single recruiting outcome you most need to see in the next 6–12 months? Options: Fill X roster spots, Reduce time-to-identify prospects, Increase verified contact accuracy, Surface more recruitable targets, Reduce compliance risk, Other
    • Which roles on your staff will be most accountable for delivering that outcome? Options: Head coach, Recruiting coordinator, Athletic director, Position coach, Compliance officer, Other
    • How would you quantify success for this outcome—what exact metric(s) would let you say 'we did it'?
    • What deadline or milestone should we use to show initial progress? Options: 30 days, 60 days, 90 days, Mid-season, By next recruiting window
    • Who outside the coaching staff needs to sign off on the outcome (e.g., AD, compliance), and how do they prefer evidence presented? Options: Athletic director, Compliance office, Donor/Booster, University procurement, Other

    If Success Were Obvious, What Would It Change?

    • If you could guarantee finding three recruitable prospects each month, what would be different about your program next season?
    • Which recruiting metrics do you think would move first if that guarantee were true? Options: Time-to-identify prospects, Verified contact accuracy, Number of recruitable targets, Contact response rate, Offer conversion rate
    • Tell me about a recent recruiting cycle where you felt you missed prospects—what specific milestone or breakdown caused that miss?
    • How long has that breakdown been affecting your results, and what has it cost the program in practical terms?
    • Which day-to-day behaviors or processes would need to change on your staff to capture the upside of earlier discovery? Options: More searches per day, Faster verification of contacts, Standardized target board, Automated compliance scheduling, Other
    • What would convince you that those behavioral changes are realistic and sustainable? Options: Demonstrated time-savings, Clear workflow ownership, Low training overhead, Early roster wins, Peer references

    What's Slowing Decision-Makers From Saying Yes?

    • What's the single thing about new scouting platforms that makes your AD or head coach instinctively hesitate? Options: Adds administrative burden, Unproven ROI, Data accuracy concerns, Compliance risk, Integration headaches, Cost
    • Can you recall a specific vendor or tool you rejected—what evidence was missing that would have changed the decision?
    • What non-negotiable acceptance criteria would your leadership require before approving a pilot or purchase? Options: SLA for contact accuracy, Pilot/trial period, References from peer programs, Integration with existing tools, Compliance calendar mapping
    • How much runway do decision-makers expect to see performance (30/60/90 days) before they make a final call? Options: 30 days, 60 days, 90 days, Full recruiting cycle
    • What procurement or budget constraints are likely to shape the final commercial terms? Options: Athletic dept budget, University procurement rules, Donor funding, Multi-year commitment required, Other

    Data That Makes You Confident

    • When an athlete's profile appears in search, what single data point would make you say 'look at this one'? Options: Verified game film, Verified measurables (times/heights), Performance analytics, Academic eligibility, Coach-verified contact
    • How do you currently verify contact accuracy and how often do you find errors?
    • Which analytics or metrics do you trust most when evaluating under-the-radar prospects? Options: Speed/athletic measurables, Event consistency, Video-derived performance metrics, Standardized scouting grades, Comparisons to roster needs
    • How would you like evidence surfaced in the UI—ranked by fit, sample clips inline, comparison cards, or something else? Options: Ranked list by fit, Inline sample clips, Side-by-side comparisons with roster, Customizable comparison templates, Other
    • What maximum acceptable error rate on contact info or performance metrics would you tolerate for go/no-go? Options: 0–1%, 1–3%, 3–5%, 5–10%, Unsure
    • If we offered SLA-backed accuracy, what verification cadence would you require (how often should we re-verify)? Options: Weekly, Bi-weekly, Monthly, Quarterly

    Who Needs to Be Convinced — and How They Think

    • Which stakeholder on your side is most likely to veto adoption and why? Options: Head coach, Recruiting coordinator, Athletic director, Compliance officer, Position coaches, Other
    • For the head coach: what demonstration, evidence, or outcome would make them champion the platform?
    • For the recruiting coordinator: which features would genuinely save time or improve evaluation quality? Options: Advanced filtering, Bulk outreach tools, Roster-building workflows, Automated compliance alerts, Video+analytics integration
    • For the athletic director: which proof points matter most—peer adoption, placement ROI, cost per recruit, or documented compliance improvements? Options: Peer program adoption, Placement rate/track record, Cost per recruit, Compliance audit trail, Reference calls
    • Who should be in the room for pilot kickoff so each stakeholder sees their win? Options: Head coach, Recruiting coordinator, Compliance officer, IT/integration, Athletic director, Position coach
    • How do each of these stakeholders prefer progress reported—dashboard, weekly email, in-person demo, or executive summary? Options: Live demo, Weekly email, Dashboard access, Executive summary report, Scheduled status calls

    Show Me the Numbers — Acceptance & Success Criteria

    • If we measured the pilot by one KPI, which would it be and why? Options: Time-to-identify prospects, Verified contact accuracy, Number of recruitable targets surfaced, Contact response rate, Offer conversion rate
    • Set numeric targets: what would success look like at 3 months and at 12 months for that KPI?
    • What minimum sample size (number of prospects, positions, or events) do you need to trust pilot results? Options: 10 prospects, 25 prospects, 50 prospects, Whole class or position group
    • Which operational SLAs must we agree to (e.g., film upload time, contact verification SLA, search reproducibility)? Options: Film uploaded within X days, Contact verification SLA, Search results reproducible, Integration uptime SLA, Response time for support
    • How will you measure coach adoption during the pilot—logins, searches run, target boards built, outreach attempts? Options: Logins, Searches performed, Target boards built, Outreach sent, Video views
    • What thresholds would trigger a 'go' decision versus a 'no-go' at pilot end?

    What Will Make This Stick?

    • What friction during onboarding or early use would make your staff quietly stop using a new platform? Options: Too many manual steps, Poor video quality, Inaccurate filters, False-positive compliance alerts, Lengthy training time
    • What training cadence and materials help your staff adopt tools quickly and confidently? Options: Live onboarding, Role-based playbooks, On-demand video library, Peer-to-peer workshops, One-on-one coaching
    • Which team members must demonstrate competency for the platform to become standard practice, and what does competency look like for each role?
    • What ongoing governance (weekly review, owner of data hygiene, quarterly audits) will ensure long-term use? Options: Weekly review meetings, Dedicated data owner, Quarterly adoption audits, In-app nudges and reminders
    • If adoption lags after 90 days, what corrective actions would you expect from a vendor? Options: Additional tailored training, Dedicated CSM, Data remediation effort, Integration fixes, Refund/exit option
    • Which communication channel do you prefer for ongoing issues, feature requests, and incident response? Options: In-app support, Email, Slack/MS Teams, Phone, Quarterly business reviews

    Quick Wins & Pilot Design

    • What's one small, measurable win we could deliver in the first 30 days that would change perception on your staff?
    • Which athlete cohort should we target for that win (by graduation year, position group, or geography)? Options: Seniors, Juniors, Sophomores, Incoming transfers, Specific position group, Specific geographic region
    • What specific data and access will you commit upfront for a pilot (film, roster, existing prospect lists, compliance calendar)? Options: Game film, Official roster, Current prospect lists, Coach contact lists, Compliance calendar
    • Who will own pilot success on your side (name/role) and who will be the day-to-day contact? Options: Head coach, Recruiting coordinator, Compliance officer, Position coach, Other
    • What reporting cadence and formats would you like during the pilot to feel informed but not overwhelmed? Options: Weekly brief, Bi-weekly dashboard, Monthly deep-dive, Ad-hoc as issues arise
    • How will we define go/no-go at pilot end—what meeting, evidence, or approvals must happen to proceed?
  3. Solution Experience

    Work through targeted scenarios using the program’s roster needs to show how searchable profiles, video+analytics, and contact filters produce recruitable prospects and maintain NCAA-compliant outreach timing.

    Experience Meetings

    • Solution Experience Kickoff — Current State, Consequence & Success Signals
    • Roster Scenario Definition & Data Mapping
    • Targeted Search & Profile Evaluation Workshop (Live)
    • Outreach Timing & NCAA Compliance Simulation
    • Validation, Acceptance Checklist & Pilot Commitment
    • Obtain coach confirmation that the outreach cadence is acceptable operationally.
    • Quick Recap & Objectives
    • Produce reproducible target lists for each scenario using platform filters.
    • Verify video and analytics quality are sufficient for coach evaluation.
    • Confirm stakeholder agreement that results map to the defined Future State.
    • Capture any data quality issues or filter adjustments required.
    • Export and share the scenario search results and annotated shortlists.
    • Log and prioritize any profile/video quality defects for remediation.
    • Update filter presets per coach feedback and save scenario templates.
    • Compliance Rules Mapping
    • Prove that outreach schedules align to NCAA rules for each scenario.
    • Demonstrate automated compliance alerts and exception handling.
    • Agree on contact accuracy SLA and process for remediating bad contact data.
    • Introductions & Objectives
    • Customer to approve compliance calendar settings for the pilot.
    • Document and accept contact accuracy SLA and remediation workflow.
    • Flag any special-case compliance rules that require custom handling.
    • Reproduce Key Scenario Searches
    • Obtain stakeholder sign-off on the acceptance checklist for the Solution Experience.
    • Agree pilot scope, duration, seats, and measurable success metrics tied to earlier success signals.
    • Schedule Deployment Readiness activities and assign owners.
    • Stakeholders sign and return the acceptance checklist and pilot SOW.
    • Seller to provision pilot environment with the agreed settings and seed data.
    • Set a date for Pre-Deployment Readiness review and onboarding kickoff.
    • Create a single-sentence Current State agreed by all stakeholders.
    • Quantify the business/athletic consequence of the current state with at least two metrics.
    • Define the one-sentence Future State and the success signals to prove it.
    • Agree required pre-work, data, and owners for scenario setup.
    • Document and circulate the one-sentence Current State and Future State statements.
    • Customer to supply sample roster, 3 missed-target examples, and representative film links for scenarios.
    • Confirm attendees and owners for the Scenario Definition meeting.
    • Recap Preconditions
    • Finalize 3–5 scenario definitions tied to roster priorities.
    • Confirm exact datasets and permissions required to execute each scenario.
    • Agree measurable validation criteria for each scenario.
    • Assign owners and schedule the sample data import window.
    • Customer uploads agreed sample roster, film links, and contact seed list to a secure location.
    • Seller schedules data import and confirms access credentials with IT/security if required.
    • Owner to create a scenario checklist with the validation criteria for workshop use.
    • One-sentence Current State
    • Live Filtered Search per Scenario
    • Roster Needs & Priority Positions
    • Configure Compliance Calendar & Filters
    • Video & Analytics Playback Verification
    • Compliance Alerts & Outreach Log Review
    • Simulated Outreach Sequence
    • Profile Deep-dive (video + analytics)
    • Select Representative Scenarios
    • Quantify the Consequence
    • Shortlist Formation & Scoring
    • Contact Accuracy & SLA Discussion
    • Map Data Sources & Quality
    • Acceptance Checklist Walk-through
    • Define the Future State (one sentence)
    • Success Signals & Acceptance Criteria
    • Define Data Import & Permissions Plan
    • Validation: Compliance Exceptions & Coach Sign-off
    • Tie Results Back to the Problem
    • Pilot Parameters & Next Steps
    • Validation Criteria per Scenario
  4. Solution Scope

    Define included modules (database access, video hosting, analytics, compliance calendar), seat counts, integrations, responsibilities, and measurable deliverables.

    Scope Configuration

    • Enable Program Search Console
    • Bulk Import Prospects into Recruiting Board
    • Activate Advanced Filtering by Performance Metrics
    • Host and Transcode Athlete Video Library
    • Generate Timestamped Play Clips with Metrics Overlay
    • Provide Verified Coach Contact Directory
    • Enable Coach Outreach Messaging
    • Activate Compliance Contact Logging and Exports
    • Integrate NCAA Contact Windows and Alerting
    • Deliver Scholarship and Roster Availability Dashboard
    • Stream and Tag Live Recruiting Events
    • Verify Athlete Academic Records and Transcripts
    • Export Prospect Data and Video Packages (CSV/ZIP)

    Scope Questions

    Enable Program Search Console

    • Which user roles should have access to the Program Search Console? Options: Head Coach, Recruiting Coordinator, Assistant Coach, Director of Ops, Athletic Director, Other
    • Do you need search scoped by Division, Conference, custom program lists, or geography? Options: Division, Conference, Custom Lists, Geography/Region, National (All Programs)
    • What program attributes must be searchable (e.g., roster needs, scholarship status, coaching staff tags)? List required fields.
    • How many concurrent search users/sessions do you expect during peak recruiting periods? Options: 1-5, 6-15, 16-50, 51-200, 200+
    • Do you require saved searches, shared search dashboards, or scheduled search reports? Options: Saved searches, Shared dashboards, Scheduled reports, None of the above
    • What are the acceptance criteria for the search console (e.g., result relevance, latency, filter accuracy)? Please specify measurable targets.

    Bulk Import Prospects into Recruiting Board

    • What source formats will you import from (select all that apply)? Options: CSV/Spreadsheet, Third-party scouting export, Recruiting platform export, Manual entry, API/Integration, Other
    • Approximately how many prospect records will be imported in the initial upload? Options: Less than 1,000, 1,000-5,000, 5,000-20,000, 20,000+
    • Will imported records include video links, timestamps, and academic documents? Choose all that apply. Options: Video links, Clip timestamps, Academic transcripts, No, basic profile only
    • Do you require deduplication, record matching, or advanced merging logic during import? Options: Yes - full dedupe & merge, Yes - basic dedupe only, No
    • Which fields must be mandatory or mapped during import (e.g., name, grad year, position, contact, video URL)?
    • Who will be responsible for data verification and approval post-import? Options: Recruiting Coordinator, Data/Admin Team, Vendor Support, Head Coach, Other

    Activate Advanced Filtering by Performance Metrics

    • Which performance metrics are required for filtering (e.g., speed, vertical, position-specific analytics)? Please list.
    • Do you need percentile rankings or relative comparisons (region, state, national) included in filters? Options: Yes - percentile/relative rankings, No - absolute metrics only
    • Should filters support compound queries combining metrics, academics, and roster fit (e.g., GPA >3.2 AND 40yd <4.6)? Options: Yes, No
    • Do you need pre-set filter templates for common recruiting profiles (e.g., 'D-1 Defensive Back prospect')? Options: Yes - program presets, Yes - user presets, Both, No
    • Do any sports or positions require custom or non-standard metrics that must be implemented? Options: Yes, No
    • If yes, please list sports/positions and the custom metrics required.

    Host and Transcode Athlete Video Library

    • Which video input formats do you need the platform to accept? Options: MP4, MOV, MPEG, AVI, All common formats, Other
    • What initial storage tier is required for your program (per program or overall)? Options: Up to 250GB, 250GB-1TB, 1TB-5TB, 5TB+, Unlimited
    • Do you require automatic transcoding to multiple bitrates / adaptive streaming (HLS/DASH)? Options: Yes, No
    • What is your expected peak playback concurrency during scouting sessions or live review? Options: 1-5 viewers, 6-20, 21-100, 100+
    • What retention and archival policy should apply to hosted video (e.g., permanent, 1 year, custom)? Options: Permanent, 1 year, 2-3 years, Custom
    • Who will own video uploads and quality checks (athlete/family, recruiting coordinator, video admin)? Options: Athlete/Family, High School/Club, Recruiting Coordinator, Vendor Support, Other

    Generate Timestamped Play Clips with Metrics Overlay

    • Do you want automated clip generation from full-game uploads based on play detection? Options: Yes - automated, No - manual only, Hybrid (auto + manual)
    • Should clips include an overlay of metrics (e.g., speed, distance, camera-tagged stats)? Options: Yes - metrics overlay, No - video only, Optional per user
    • Do you need an editor interface for manual trimming, tagging, and annotating clips? Options: Yes - full editor, Yes - basic trimming, No
    • Which export formats are required for clips and metadata? Options: MP4, GIF, CSV (timestamps), Sidecar JSON, Other
    • What is the expected volume of clips per athlete that the system should handle? Options: Less than 50, 50-200, 200-1,000, 1,000+
    • Who must approve or quality-check generated clips before they are made available to coaches? Options: Recruiting Coordinator, Head Coach, Athlete/Family, Automated QA, Vendor Support

    Provide Verified Coach Contact Directory

    • What coach contact fields must be included (e.g., role, email, phone, preferred contact method)?
    • What verification cadence do you require for coach contacts? Options: Monthly, Quarterly, Bi-annually, Annually, On-demand
    • Which data sources are acceptable for verifying contacts (conference directories, school sites, third-party sources)? Options: Conference directories, School athletic site, Third-party provider, Coach-submitted, Other
    • Do you need direct-dial phone numbers and mobile contacts in addition to emails? Options: Emails only, Phone numbers only, Both email and phone, Platform messaging only
    • Do you require role-level contacts (Head Coach, Recruiting Coordinator, Position Coach) to be separately tagged? Options: Yes, No
    • What minimum accuracy rate for the contact directory is acceptable for go-live (e.g., >95%)? Options: >95%, 90-95%, 80-90%, Other

    Enable Coach Outreach Messaging

    • Which outbound messaging channels should be enabled? Options: In-platform messaging, Email, SMS, Bulk email campaigns, API outbound
    • Do you require message templates for outreach (and if so, how many/template types)? Options: Yes - basic templates, Yes - custom templates per role, No
    • Do you need reply tracking, threading, and conversation history linked to prospect profiles? Options: Yes, No
    • Are rate limits or throttling required on outbound messages to comply with policies or workload? Options: No limit, Low (<=50/day), Medium (51-200/day), High (200+/day)
    • Should outbound messaging be restricted by role or require approvals before sending? Options: Restricted by role, Require approvals, No restrictions
    • Do you require tracking of open/reply metrics and exportable engagement reports? Options: Yes, No

    Activate Compliance Contact Logging and Exports

    • Which compliance events must be logged (contact attempts, successful contacts, call notes, attachments)? Options: Contact attempts, Successful contacts, Call notes, Attachments/Emails, All of the above
    • What export formats are required for audits (CSV, PDF, API audit feed)? Options: CSV, PDF, Audit log API, Other
    • What retention period is required for compliance logs? Options: 1 year, 2-3 years, 5 years, Custom
    • Who is the primary owner for compliance review and audit responses? Options: Compliance Officer, Athletic Director, Recruiting Coordinator, Legal/General Counsel, Other
    • Do you need automated exports and reports generated on a schedule for NCAA or internal audits? Options: Yes, No
    • Are there custom compliance fields (e.g., internal case IDs, clearance codes) to include in logs?

    Integrate NCAA Contact Windows and Alerting

    • Which sports and graduation classes must have NCAA contact window rules configured?
    • Do you require real-time alerts for window openings/closures or daily/weekly digests? Options: Real-time alerts, Daily digest, Weekly summary, Custom schedule
    • Should alerts be delivered to individual coaches, team channels, or both? Options: Individuals, Team channels (email/Slack), Both
    • Do you need acknowledgement/read receipts for critical compliance alerts? Options: Yes, No
    • Do you require calendar sync (Google/Outlook) that blocks or annotates contact windows on coach calendars? Options: Yes - sync to calendars, No - in-platform only, Optional
    • What are acceptable alert latency targets (e.g., immediate, within 5 minutes, hourly)? Options: Immediate, Within 5 minutes, Within 1 hour, Daily

    Deliver Scholarship and Roster Availability Dashboard

    • Which scholarship data sources will feed the dashboard (athletic dept, conference reporting, manual entry)? Options: Athletic department feed, Conference reports, Public databases, Manual entry, Other
    • What granularity is required (scholarships by sport, position, class year)? Options: By sport, By position, By class year, Custom grouping
    • Do you want predictive modelling for future openings (e.g., projected attrition, graduation)? Options: Yes - predictive modelling, No - static dashboard
    • Who will be responsible for maintaining and updating roster/scholarship data? Options: Athletic Dept, Recruiting Coordinator, Vendor Support, Automated sync from SIS
    • Which sharing/export capabilities are required (PDF snapshot, CSV export, API)? Options: PDF snapshot, CSV export, Dashboard link, API access
    • What accuracy threshold do you require for scholarship counts and roster availability to accept the dashboard? Options: >95%, 90-95%, 80-90%, Other
  5. Mutual Commit

    Finalize commercial terms, trial or pilot parameters, SLAs for coach contact accuracy, and mutual acceptance criteria for go/no-go.

    Agreement Modules

    • Statement of Work (SOW)
    • Commercial Terms & Quote
    • Pilot / Trial Agreement
    • Service Level Agreement (SLA)
    • Coach Contact Accuracy SLA
    • Acceptance Criteria & Go/No-Go
    • Implementation & Integration Plan
    • Training & Enablement Commitment
    • Data Processing & Privacy Agreement (DPA)
    • NCAA Compliance Responsibility Addendum
    • Security & Liability Addendum
    • Payment Terms & Billing Authorization
    • Renewal, Termination & Refund Terms
    • Change Order & Scope Management
    • Reporting & KPI Delivery Schedule
  6. Deployment

    Operationalize rollout with readiness checks, enablement, and outcome validation.

    1. Pre-Deployment Readiness

      Confirm data access, film and roster handoffs, coach contact lists, calendar sync permissions, and NCAA compliance settings are in place.

      Readiness Questions

      Start with the Scoreboard: Your Recruiting Snapshot

      • Tell us who you are on the staff and how you’d like us to address you during this process. Options: Head Coach, Recruiting Coordinator, Assistant Coach, Director of Scouting, Athletic Director, Other
      • How many roster spots or scholarship opportunities are you actively recruiting for right now (by class)? Options: 0–2, 3–5, 6–9, 10+
      • Which recruiting classes are you prioritizing this cycle? Options: Incoming Freshmen, Transfers/Graduate Transfers, Both equally, Other
      • Which tools or channels do you currently rely on most to find prospects? Options: In-house film (coach-uploaded), Hudl/CAA/Player platforms, Scouting services, Word-of-mouth from HS coaches, Social media scouting, Rival conference intel, Other
      • How long have you used your primary recruiting tools or workflows? Options: 1–3 years, Less than 6 months, 6–12 months, 3+ years
      • In one sentence, what outcome from our collaboration would make you feel this was time well spent?

      If You Could Change One Thing Tomorrow, What Would It Be?

      • What single recruiting problem do you wish disappeared overnight?
      • Where does your staff lose the most time in the discovery → evaluation → outreach sequence? Options: Sourcing prospects, Verifying contact info, Watching/curating film, Coordinating outreach windows, Data entry and admin, Other
      • How often does timing (discovering a prospect too late) directly cost you a recruit? Options: Multiple times per cycle, Once per cycle, Rarely, Never sure
      • Tell a recent story where a missed or late discovery changed the class outcome—what happened and how did it feel for the staff?
      • Which stakeholder reaction worries you most when a target is missed (head coach / AD / players / parents)? Options: Head Coach disappointment, Athletic Director budget concerns, Recruiting coordinator credibility, Player morale, Other

      Hidden Gaps We Don't Talk About

      • How confident are you in the accuracy of the athlete contact details you rely on? Options: Very confident, Mostly confident, Inconsistent, Poor / often wrong
      • Which data sources feed your decision-making and how dependable is each? Options: In-house film (coach-uploaded), Hudl/third-party film hosts, Event measurables, High school coach reports, Academic records, Scouting service reports, Other
      • Where do you see the biggest gaps between what you need to evaluate a prospect and what your current data provides?
      • How often do you encounter incomplete or unverified performance metrics (e.g., timings, heights), and what do you do when that happens? Options: Frequently — it stops evaluation, Occasionally — we try to verify, Rarely — most are verified, Unsure
      • What adverse downstream effects do these data gaps create (e.g., wasted visits, false leads, compliance risk)?

      The Moments That Make or Break a Class

      • When you look back at your most successful classes, what discovery or decision moment made the biggest difference?
      • What specific signals turn a prospect from “interesting” into “actively pursued” in your program? Options: Verified athletic metrics, Game film quality, Academic fit, Verified contact + availability, Position need timing, High transfer portal readiness
      • What is an acceptable baseline for time-to-identify a recruitable prospect in your view? Options: <1 week, 1–4 weeks, 1–3 months, 3+ months
      • What level of contact accuracy would you require from a vendor (e.g., percent correct for coach emails/phone numbers)? Options: 95–100%, 90–95%, 80–90%, Unsure
      • How do roster needs, academic standards, and scholarship budgets interact to change who you actively pursue?

      What Would 'Effortless' Recruiting Look Like?

      • Imagine discovery and initial outreach required almost no admin—what would you be doing with the time you saved?
      • Describe the ideal workflow from a raw prospect appearing in your search to scheduling first contact.
      • Which platform features would immediately reduce your friction (select top three)? Options: Verified coach contacts, Film + analytics playback in-platform, Custom position/role filters, NCAA contact-window automation, Automatic roster fit scoring, Bulk outreach templates, Integration with existing SIS or calendar
      • Which integrations are absolutely non-negotiable for your staff to adopt a new tool? Options: Hudl, Google Calendar / Outlook, Roster management system, Athletic department CRM, Compliance office tools, None required
      • How would you measure staff adoption success in the first 60–90 days? Options: % of staff logging in weekly, Number of verified prospects added, Contact accuracy SLA met, Number of outreach windows triggered, Other

      Red Flags, Deal-Killers, and Non-Starters

      • What compliance or data-security issues would immediately stop you from moving forward? Options: NCAA contact misalignment, Poor data encryption or storage, Unclear data ownership, No audit trail for outreach, Lack of FERPA/Privacy controls, Other
      • Which contract or commercial terms are non-negotiable for your AD or procurement (e.g., cancellation, data portability, liability)?
      • What range of annual budget is realistic for a tool that demonstrably improves recruit discovery and outreach? Options: < $5k, $5k–$15k, $15k–$50k, $50k+
      • How important is it that peer programs in your conference are already using the tool? Options: Critical, Helpful but not required, Not important, Prefer similar-sized program usage only
      • Have you had prior vendor experiences that left you distrustful? What happened and what would restore your confidence?

      What Success Will Look Like — and How We’ll Know

      • Which of these measurable outcomes would indicate success to you after a pilot? Options: Shorter time-to-identify prospects, Higher verified contact accuracy, More recruitable targets surfaced, Improved compliance window adherence, Increased staff adoption, Better roster hit rate
      • Please provide current baselines for the metrics you selected (e.g., average time-to-identify in days, % contact accuracy, prospect-to-offer conversion rate).
      • What timeline do you expect for evaluating a pilot before a go/no-go decision? Options: 30 days, 60 days, 90 days, 120+ days
      • Who needs to sign off for the pilot to proceed and who signs off on the final purchase decision? Options: Head Coach, Recruiting Coordinator, Athletic Director, Compliance Officer, Procurement, Other
      • What quantifiable acceptance criteria would justify widening deployment across your staff?

      Next Steps: Small Bets, Big Outcomes

      • If we were to run a low-risk pilot, what data and assets could you provide in the first 30 days? Options: Roster CSV, Film files/links, Coach contact lists, Compliance calendar/rules, No data ready yet
      • Who on your staff will be the day-to-day owner for integrations, training, and issue triage?
      • What would make you pause or walk away during a pilot? Options: Data privacy concerns, Low accuracy of contacts, Poor film playback/analytics, High admin overhead, No measurable improvements
      • What support, onboarding cadence, or training format would make your staff most likely to adopt quickly? Options: Weekly live trainings, On-demand video library, Dedicated CSM with weekly check-ins, Train-the-trainer for internal rollout, Documentation + office hours
      • Finally, what single metric or outcome would make you excited to recommend this platform to your AD or peer coaches?
    2. Deployment Enablement

      Schedule onboarding, training for recruiting staff, and execute integrations with clear owners, timelines, and milestone checkpoints.

    3. Validation Checklist

      Verify profile uploads, search/filter results reproduce target lists, video/analytics playback quality, and compliance alerts function as expected.

      Validation Questions

      Quick Snapshot: Your Recruiting Rhythm

      • Which sport and class year should we focus on for this conversation? Options: Men's Basketball, Women's Basketball, Football, Baseball, Softball, Soccer, Volleyball, Lacrosse, Other (specify below)
      • Briefly describe your current recruiting season rhythm—peak months, key evaluation windows, and who typically leads each stage.
      • Who owns day-to-day scouting versus final decisions? (select all that apply) Options: Head coach, Recruiting coordinator, Assistant coaches, Director of operations, Athletic director, Compliance officer, Other
      • Which channels produce the majority of your new prospects today? Options: High-school/club showcases, Local club coaches/referrals, Third‑party scouting reports, Existing recruiting database, Video platforms (Hudl/YouTube/etc.), Family/athlete submissions, Other
      • How often in a typical recruiting cycle do you feel you identify prospects before competitors do? Options: Most of the time, About half the time, Rarely, Almost never, Unsure
      • Tell us about one recent example where timing or discovery directly changed an outcome for your roster.

      Are You Comfortable Losing the Ones That Slip Through?

      • How many prospects could you afford to lose this recruiting cycle before it would change how you do your job? Options: 0, 1–2, 3–5, 6–10, More than 10, Unsure
      • Think of the last recruit you missed—what was the single biggest reason we didn't connect sooner?
      • How often do you discover a prospect only after they've committed elsewhere? Options: Weekly, Monthly, A few times per cycle, Rarely, Never
      • Which patterns show up most often in missed targets (choose all that apply)? Options: Late or missing film, Inaccurate coach contact info, Missed NCAA timing windows, Insufficient analytics/context, Internal capacity limits (staff time), Other
      • When a miss happens, who inside your program feels that consequence most and why?
      • How does repeatedly missing targets change how you approach the next recruiting cycle—cautious, reactive, different priorities? Options: More conservative targets, More reliance on referrals, Increased camp travel, Process overhaul attempts, Other

      Where Discovery Quietly Falls Apart

      • What if your deepest recruiting blind spots are inside the systems you already rely on—where would you look first?
      • Which of these data sources do you rely on to build profiles? (select all that apply) Options: High‑school/club stats, Hudl/film platforms, Event timing/measurables, Third‑party scouting services, Athlete-submitted profiles, Local coach referrals, Other
      • How do you currently verify measurables and performance metrics? Options: Official event timing, Video verification by staff, Coach-reported numbers, We rely on unverified claims, Third-party verification service, Other
      • When you run searches today, roughly what percent of profiles return usable film plus verified metrics? Options: <25%, 25%–50%, 51%–75%, 76%–90%, >90%, Don't know
      • Walk me through a recent search you ran—what filters did you use, what came back, and what frustrated you about the results?
      • Which search features are currently missing or underperforming for you? (select all that apply) Options: Academic/eligibility filters, Verified coach contact info, Combined video + analytics view, Transfer/portal history filters, Competition level adjustments, Recruitability scoring, Compliance-timed outreach filters, Other
      • How long does it usually take your staff to assemble a recruitable list for an open position? Options: <1 hour, 1–4 hours, 1–3 days, >1 week, Varies widely

      Imagine Scouting Was Effortless — What Would Change?

      • If your staff could reliably surface undervalued prospects two months earlier, what would that let you do differently this season?
      • What measurable signals would convince you a platform is working? (pick up to three) Options: Time‑to‑identify prospects, Verified contact accuracy, Number of recruitable targets surfaced, Conversion rate to campus visits, Offers extended per cycle, Reduction in compliance incidents, Other
      • Which of those signals would be an absolute threshold for adoption (name a metric and threshold)?
      • How would you define 'adoption' success inside your program—what behaviors or outcomes show staff are actually using it? Options: Weekly active users, Outreach volumes through platform, Profiles evaluated per position, Scheduled campus visits from platform contacts, Roster additions attributable to platform, Other
      • Describe what a successful day one month after adoption looks like for the recruiting coordinator and head coach.
      • Who must feel the benefit most for this to be considered a real win (and how would you recognize that)? Options: Recruiting coordinator, Head coach, Assistant coaches, Athletic director, Compliance officer, Other

      If Compliance Was Invisible, How Would You Reach Out?

      • How much of your outreach strategy is shaped by fear of violating NCAA rules versus actively chasing the right prospect? Options: Mostly fear-driven, Somewhat constrained, Balanced, Not constrained by fear, Unsure
      • Which NCAA-related constraints cause you the most headaches? (select all that apply) Options: Contact windows by year, Communication limits per prospect, Transfer window exceptions, Documenting and auditing outreach, Academic/eligibility tracking, Conference-specific rules, Other
      • How do you currently track compliance windows and outreach history? Options: Manual calendar/spreadsheet, Recruiting CRM, Platform with NCAA rules, We track inconsistently, Other
      • Have you ever delayed outreach because you weren't certain of timing? If so, tell me about a time it mattered.
      • What would an ideal compliance alert look like—who receives it, when it fires, and what action it prompts?
      • Would automated enforcement (blocking outreach outside windows) be acceptable, helpful, or too restrictive for your process? Options: Very helpful, Somewhat helpful, Too restrictive, Unsure

      Can Your Staff Run This Without Burning Out?

      • What if adopting a new platform added five hours of admin work per week—would your staff actually use it? Options: Yes, if outcomes improve, Maybe, with clear ROI, Unlikely, No
      • Which roles will actively use the platform? (select all that apply) Options: Recruiting coordinator, Head coach, Assistant coaches, Director of operations, Compliance officer, Graduate assistant, Other
      • How many user seats do you anticipate needing at launch? Options: 1, 2–3, 4–6, 7–10, 10+
      • What level and format of training would make your staff feel confident? (select all that apply) Options: 1‑hour webinar, Half‑day workshop, Full onboarding program with playbooks, Train‑the‑trainer model, Self‑serve knowledge base, On‑site support
      • What existing internal processes would need to change to integrate a new scouting tool?
      • Which ongoing support model would you prefer after launch? Options: Dedicated customer success manager, Shared/pooled support, Priority email/SLAs, Self‑serve portal only, Other

      Show Me the Proof: What's a Win in a Pilot?

      • If we ran a 30–90 day pilot, what single outcome would make you recommend purchasing the platform?
      • Which pilot length do you prefer? Options: 30 days, 60 days, 90 days, Custom
      • Which pilot metrics should we prioritize? (select up to three) Options: Time‑to‑identify prospects, Verified contact accuracy, Number of recruitable prospects per position, Outreach-to-visit conversion, Profiles evaluated per staff member, NCAA compliance incidents (should decrease)
      • Who will sign off on pilot success inside your program? Options: Head coach, Recruiting coordinator, Athletic director, Compliance officer, Director of operations, Other
      • What artifacts would convince you at pilot close (examples: before/after search exports, verified contact list, sample video+analytics clips)?
      • What practical constraints could block a pilot from starting (select all that apply)? Options: Data/film access, Roster handoffs, IT/integration support, Budget approval, Busy recruiting season, Other

      Deciding Together: Next Moves and Timing

      • If there were a clear path to reducing missed targets by half, how quickly would you expect your program to act? Options: Immediately (weeks), This quarter, Next fiscal year, Unsure
      • What's your program's typical decision timeline for adding new tools? Options: Immediate (within weeks), Quarterly review, Annual/budget cycle, Multi-year planning, Unsure
      • Who needs to be involved in the final commercial and pilot approval conversation? Options: Head coach, Recruiting coordinator, Athletic director, Compliance officer, Finance/Business office, Other
      • What budget range would make this solution a likely yes versus a non‑starter for your program? Options: <$5k/year, $5k–$15k/year, $15k–$50k/year, >$50k/year, Unsure
      • What remaining information or examples would decision makers need to feel comfortable moving forward?
      • What's the best way we can help you get internal buy‑in (select all that apply)? Options: Joint staff workshop/demo, Pilot proposal with acceptance criteria, Case studies from peer programs, POC dataset and sample searches, Executive summary for AD/finance, Other
      • Are there any political, cultural, or conference dynamics that could influence adoption—if so, please describe.
  7. Success

    Review outcomes against success signals, share placement evidence, and maintain a shared channel for issues and product enhancements.

    Success Reviews

    • Success Metrics Review — Outcome Validation
    • Placement Evidence Showcase
    • Operational Lessons Learned & Issue Triage
    • Product Enhancement & Shared Channel Governance
    • Quarterly Health & Renewal Check (Commercial & Adoption)

    Issues & Enhancements

    • Publish triage rules and SLAs as pinned documents in the channel.
    • Prioritize operational issues by impact and agree immediate remediation actions.
    • Assign clear owners and SLAs for each remediation and process change.
    • Define a validation plan to verify the effectiveness of fixes within the remediation window.
    • Create an issue backlog with impact scoring and owners in the shared channel.
    • Implement agreed quick wins and report completion status within 14 days.
    • Run a sample re-check (n=10) for contact accuracy and film playback after fixes and share results.
    • Define Channel Purpose & Participants
    • Create a governed shared channel with clear scope, participants, and escalation paths.
    • Agree on triage rules and SLAs so issues and enhancement requests are handled predictably.
    • Define a repeatable backlog grooming and roadmap input process for co-innovation.
    • Set up the shared channel with invited participants and post the channel charter.
    • One-sentence Current State
    • Schedule the first backlog grooming session and invite decision makers.
    • One-sentence Future State Reminder
    • Demonstrate program health and make a concrete commercial decision (renew, expand, extend pilot, or cancel).
    • Ensure the AD and head coach have the evidence needed to authorize budget decisions.
    • Define conditional items and timelines required to finalize the renewal or expansion.
    • Provide a one-page business case linking placements and adoption metrics to recommended commercial action.
    • If renewal is conditional, list required remediation items and owners with deadlines to achieve before contract sign.
    • Schedule the contract signature or follow-up decision meeting and notify finance/legal contacts.
    • Validate each success signal with evidence and declare pass/fail against acceptance criteria.
    • Agree on quantified consequences for any unmet signals to create urgency for remediation.
    • Assign remediation owners and timelines if acceptance criteria are not met.
    • Deliver a one-page success signal scorecard that compares actuals to targets and highlights gaps.
    • Owner to prepare root-cause notes for any failed signals within 5 business days.
    • Schedule follow-up validation check within agreed remediation window (30/60/90 days as decided).
    • Placement Summary Dashboard
    • Provide irrefutable evidence linking platform activity to roster placements and coach actions.
    • Confirm data provenance and coach acceptance of the placement narratives.
    • Establish metrics to report placement outcomes going forward (format and cadence).
    • Export and share the placement dossier (profiles, outreach logs, commitment confirmation) in a secure folder.
    • Agree on a recurring placement report template and distribution list (monthly/quarterly).
    • Flag any disputed placements and assign an owner to reconcile within 7 business days.
    • Current State Recap (One-liner)
    • Issue Triage & Prioritization Rules
    • Issue Inventory (Grouped by Impact)
    • Verified Evidence Walkthrough
    • Measured Success Signals (Data Review)
    • Health Dashboard: Adoption & SLA Compliance
    • Backlog Grooming Cadence
    • Consequence Quantification
    • Root Cause & Quick Wins
    • Contact Trail & Accuracy Audit
    • Outcomes & Placement Review
    • Roadmap Input & Co-Innovation Paths
    • Commercial Discussion: Renewal/Expansion Options
    • ROI & Time Savings Illustration
    • Process & Responsibility Changes
    • Future State Confirmation
    • Validation Plan
    • Validation Q&A
    • Ownership, Reporting, and Transparency
    • Decision & Action Plan
    • Decision & Next Steps
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