Patrick Severs, Senior Director of Sales at G2i, was focused on scaling revenue while keeping the team lean. The company’s goal was to double ARR without adding more sellers to the team.

But manual admin work prevented the team from executing at a faster pace, which in turn, prevented them from increasing ARR. Sellers spent too much time on post-call tasks while leadership ran pipeline reviews out of manually updated spreadsheets. Scattered data caused delayed decisions and sales cycles.

Severs explained: “We had too much admin work for our sellers after every call. Update Salesforce, create Slack channels, send follow-ups to prospects, brief the talent team, draft handoffs...It was all manual and eating up valuable selling time. The faster we move, the higher our win rates. Every minute counts in this industry.”

“So much of the AI out there is vaporware, but Scratchpad actually works. It listens to our calls, maps updates directly to Salesforce fields, and saves our sales team hours in admin work. As a team that depends on so many interdependent systems to run our revenue lifecycle, Scratchpad has unified that approach in ways no other company could.” Patrick Severs, Senior Director of Sales, G2i

The solution

Patrick found Scratchpad through ChatGPT looking for a spreadsheet‑style workspace connected to Salesforce to run pipeline and deal reviews more efficiently and something his CEO would actually enjoy using. After a demo, the team quickly realized Scratchpad could do far more.

Scratchpad helps Patrick’s team auto draft Salesforce updates after every call, automates post‑call tasks, and gives leadership real‑time visibility into what is really happening in the pipeline — all in a familiar, AI workspace with a spreadsheet‑style view for better visibility and collaboration that far exceeds the usability of Salesforce. Faster, easier, more flexible.

“Scratchpad has cut at least 25 minutes of work per seller per call,” said Patrick. “With 3–4 new calls per seller each day, that’s a massive time shift from operational work to selling.”

AI now listens to calls, reads emails, drafts follow‑ups and summaries, and pushes updates directly to Salesforce. The same summaries post automatically in Slack channels so the talent team can prep faster for intake calls. Effectively a system to drive sharper execution for every deal the G2i team works.

What Scratchpad powers at G2i

AI CRM Updates: Scratchpad captures and drafts updates for next steps, objections, and closed‑lost reasons. Sellers review and approve in seconds and some fields can be set to auto update.‍

Ask AI: Generates follow‑up emails and call summaries grounded in CRM data. Summaries post directly to client Slack channels for instant alignment.‍

Custom Prompts: The RevOps and sales team customize their AI prompts for coaching and summaries to match G2i’s sales process. Giving them complete flexibility and control over their data and prompts and tuning it to their business.‍

AI Workspace: A spreadsheet‑style view gives leadership the fast and simple visibility they need. Sellers update deals directly from email or Slack using the Scratchpad Chrome extension which enables them to access and update Salesforce anywhere on the web.

“I run a 25-person company that’s going to do $25 million next year. We won’t get there by hiring more people — we’ll get there by scaling smarter. Scratchpad helps us do that.” Patrick Severs Senior Director of Sales, G2i

What changed

Scratchpad didn’t just clean up Salesforce. It became the execution layer that keeps G2i’s small, remote sales team in sync and focused on growth. With more complete loss-reason tracking, cleaner CRM data, and shared spreadsheet-style pipeline views, the results came fast:

• Higher win rates without adding headcount
• On track to double revenue year over year with the same sales team
• 25 minutes saved per seller, per call by automating post-call work
• 75% of post-call workflow completed automatically or in a single click
• Faster, cleaner handoffs to talent teams with instant deal summaries

Patrick summed it up: “We’re fully remote with 70 client Slack channels and 80 active contracts, but our pipeline meetings are more efficient taking just 20 minutes. Everyone updates Scratchpad before the forecast call, and we’re done.”

Advice for other sales teams

“Let your reps see the value for themselves. Don’t wait for perfect prompts — just start. The time savings for sellers will speak for themselves. Scratchpad let us scale execution without adding headcount and made work more enjoyable for everyone.” Patrick Severs Senior Director of Sales, G2i