For the Organization

From dormant records to an active relationship network.

Trailblaze begins with the membership data an organization already holds, engages members directly to verify who they are, builds a living relationship graph from what they contribute, and gives Scout the intelligence to pursue the objectives the organization sets.

PlaceholderMember activation and Scout workflow

Your side of it

What the organization provides.

Activation starts from what an organization already has and already knows.

The inputs are records, structure, and direction — not a new system to maintain.

  • The member records you hold today, in whatever form you hold them.
  • The affiliations or community structure that organize your membership.
  • The objectives you want the network to help you pursue.
  • Organizational guidance and oversight over how the network is used.

Our side of it

What Trailblaze does.

The activation work runs on our side.

It is the part that would otherwise fall to an internal team with limited time for it.

  1. 01

    Prepare the existing network

    Your records are resolved into people and the affiliations that connect them, forming the starting structure.

  2. 02

    Personally invite members

    Trailblaze's iMessage agents reach members directly rather than through another broadcast channel.

  3. 03

    Guide verification and profiles

    Members are walked through confirming their identity and creating a verified native profile.

  4. 04

    Build the living graph

    Verified people, affiliations, experience, and stated willingness to help become a connected graph.

  5. 05

    Make the graph available to Scout

    Scout gains the intelligence layer it reasons over when your team sets an objective.

The member's view

What members experience.

Members decide whether and how far to take part.

Participation is an invitation, not a requirement, and what someone shares is theirs to choose.

  1. 01
    A personal invitation

    An invitation arrives directly, referencing the organization the member already belongs to.

  2. 02
    Guided onboarding

    A short conversational flow rather than a form to complete alone.

  3. 03
    Identity and affiliation verification

    Members confirm who they are and which communities they belong to.

  4. 04
    Adding their own context

    Current experience, interests, other affiliations, and the ways they may be willing to help.

  5. 05
    Joining a private network

    Participation happens inside a private network built around shared affiliation.

Your team's view

What the organization's team sees.

As members participate, the team's picture of its own network gets more current than any record set could stay on its own.

  • Who in the network is active and participating.
  • The experience and capabilities members bring with them.
  • Where affiliations overlap across communities.
  • The relationship paths that connect members to each other.
  • Which members are relevant to a specific objective.

Scout in the workflow

How Scout enters the work.

The organization sets the objective and decides what to act on.

Scout does the reasoning in between and helps carry the result forward.

Scout works toward a goal your team has defined and surfaces recommendations for your team to review.

It operates within the direction and oversight the organization provides.

  1. 01
    The organization sets an objective
  2. 02
    Scout identifies relevant members
  3. 03
    Relationship paths are scored
  4. 04
    A recommended action is surfaced
  5. 05
    The connection is brokered
  6. 06
    Scout follows through

Division of labor

Who does what.

Activation is a partnership with a clear split.

Neither column is the more important one; the network only works when both are held up.

The organization

  • Supplies starting records and context
  • Defines the priorities worth pursuing
  • Provides oversight of how the network is used
  • Acts on the recommendations that matter

Trailblaze

  • Runs member activation
  • Creates verified member profiles
  • Builds and updates the relationship graph
  • Surfaces relationship intelligence
  • Supports connection and follow-through

See how activation could work for your network.

Explore what bringing your membership data into a living relationship graph would involve, and what Scout could do with it.