Assess deals against your sales methodology

Evaluate deals against MEDDIC, SPICED, BANT, or your custom framework using context pulled from calls, emails, notes, and Salesforce data.

Why methodology adherence is hard

Sellers capture fragments of MEDDIC, MEDDPICC or SPICED in transcripts, notes, or emails — but it rarely makes it into Salesforce.
Leaders can’t see at a glance how well an opportunity maps to the process, so reviews turn into detective work.
RevOps lacks consistent data to track adherence, making forecasts and reporting unreliable.

When methodology isn’t part of day-to-day execution, coaching becomes reactive and pipeline reviews lack clarity.

Make methodology part of every deal

Scratchpad gives your team a fast, consistent way to assess deal quality against your sales process.

Run a customizable AI prompt for MEDDPICC, SPICED, BANT, or your own framework
Get a structured summary of what’s captured and what’s missing
Skip the guesswork, rewatching calls, or chasing sellers for updates

Your methodology becomes operational, not theoretical — improving coaching, reviews, and forecast confidence.

How it works

Step 1: Connect data sources

Desktop Scratchpad Notetaker: Works with all meeting platforms
Scratchpad Notetaker Bot: Joins meetings on Teams, Google Meet, and Zoom
Zoom or Gong: Sync calls directly into Scratchpad
Gmail: Pull in deal-critical conversations alongside call notes

Step 2: Create your methodology prompt

Create a custom prompt (see example below) that reflects your sales process and includes key insights to capture. Learn how to configure Ask AI Prompts

Step 3: Assess any deal, instantly

Go to Ask AI on any Opportunity
Select your methodology prompt
Review the summary, share if desired

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Example Prompt

SPICED Deal Assessment	Evaluated by: [Insert rep’s name]
Situation	Briefly describe the current state of the customer’s business or process. [Insert direct quote or summary] [Insert key pain or friction point shared on call]
Pain	Capture 1–2 core problems the customer is experiencing. Use their language. “Our reps spend too much time updating data manually” “We’re not confident in our forecast because CRM is incomplete”
Impact	What are the consequences of this pain? [Insert lost revenue, inefficiencies, or team impact] [Highlight how this affects KPIs or business outcomes]
Critical Event	What’s driving urgency? Is there a specific date or goal they’re aiming for? [Insert specific trigger or deadline]
Decision Criteria	What are they evaluating and how will they decide? [Insert how they’re comparing solutions or what matters most] [Include any feature or integration mentions]
Next Steps	List clear follow-up actions or needed inputs. Confirm pilot scope Loop in procurement for approval Schedule technical validation

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Proof it works

MaintainX improved MEDDPICC adoption from 70% to over 90% while cleaning up CRM hygiene
Settle reclaimed over 6,000 selling hours a year and saw 80%+ of opportunity fields captured accurately
Teams using Scratchpad report stronger forecast confidence and cleaner deal reviews

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Related use cases

One-click executive summaries

Get started with Scratchpad

Evaluate deals against MEDDIC, SPICED, BANT, or your custom methodology.
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