Flawless handoffs from sales to post-sales
Scratchpad generates complete, structured handoff notes in one click — pulling from sales call transcripts, CRM data, emails, and notes. Sellers run a custom AI prompts directly on the opportunity and instantly create a summary with everything Customer Success needs for seamless onboarding. It’s the fastest way to go from “deal closed” to “handoff sent.”
Why handoffs often fall short
- Sellers juggle chasing deals, updating CRM, and compiling notes — handoff docs rarely make it to the top of the list.
- Critical context slips through the cracks between Sales and Customer Success.
- When a seller leaves, deal knowledge walks out the door with them.
- RevOps can’t enforce consistency, so every handoff looks different.
- Customers feel it — onboarding slows down, trust erodes, and time-to-value slips.
From scattered sources to one-click handoffs
Scratchpad eliminates the messy, manual handoff process. Instead of stitching together details from CRM fields, emails, notes, and call transcripts, sellers generate a complete handoff in one click.
- Scratchpad pulls context from every source to capture stakeholders, problems, use cases, milestones, and risks.
- The output is structured, consistent, and saved directly to the opportunity record in Salesforce.
- Sharing with Customer Success is instant, so onboarding begins with a complete picture.
Before: Handoffs take hours, rely on scattered notes and memory, and often miss critical details especially if a seller leaves. CS starts onboarding blind, and customers feel the gap.
After: Handoffs are generated in one click. Complete, structured, and ready to go. CS walks in fully briefed, CRM data is accurate and current, and customers experience a seamless transition from sales to onboarding.
How it works
- Choose how you capture calls and email— Scratchpad works where you do:
- Desktop Scratchpad Notetaker: Works with all meeting platforms.
- Scratchpad Notetaker Bot: Join meetings on Teams, Google Meet, and Zoom.
- Zoom or Gong: Connect directly sync calls into Scratchpad.
- Gmail: Pull in deal-critical conversations alongside call notes
- Create hand off prompts
- Write a prompt that fits your process and the handoff details you need.
- See example prompt below or learn to configure Ask AI Prompts
- Generate handoff note
- Go to Ask AI on any Opportunity or Account record
- Select your handoff prompt
Review and share your handoff note with just a few clicks - Learn more about using Ask AI. You’ll go from deal closed to handoff sent, in seconds.
Example prompt
You are an AI assistant connected to my recorded sales calls and CRM data. Your task is to generate a clear and complete handoff summary for the post-sales or customer success team. This handoff should capture all critical context to ensure a smooth transition from sales to onboarding. Use all available data from sales conversations and CRM notes to complete the following sections. Be concise but thorough. Format the output using clear section headers and bullet points.
Results you can expect
- Sellers: No more scouring across Salesforce, notes, emails, and call transcripts. Close the deal, click once, and deliver a complete handoff without losing valuable selling time.
- Customer Success: Onboarding never starts in the dark. Every handoff arrives with stakeholders, use cases, risks, and timelines clearly defined.
- RevOps: Every deal transitions with the same structured process.
What customers say
“Scratchpad has changed how our entire GTM team operates. From the first discovery call to post-sale handoff, every team now moves faster with less friction. We’re making decisions with confidence because the data is always there. I’d highly recommend Scratchpad to other RevOps leaders. Involve your sellers early. Let them see how it helps and where it fits. That’s how you build trust and see long-term impact.”
— Jay Chung, Senior Director of Revenue Operations at Settle
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