Use cases
/
Coaching sellers

Instant call coaching with custom AI prompts

AI-powered call coaching in one click - driven by your process, built for reps, and easy to scale.


The cost of broken coaching
  • Delayed feedback means sellers miss chances to adjust mid-deal.
  • Leaders can’t review every call, so coaching is inconsistent and hard to scale.
  • When process adoption slips, RevOps and leaders are stuck with incomplete data and coaching that doesn’t match how the team actually sells.

How Scratchpad makes coaching instant

Instead of waiting days for feedback, sellers trigger custom AI coaching prompts the moment a call ends. They get a clear breakdown of what went well, what was missed, and how to prepare for the next conversation — saved directly to the opportunity.


Before: Coaching shows up too late to change the outcome. Deals slip, and managers lose hours listening to recordings.


After: Coaching happens instantly. Sellers adjust before the next call, leaders scale feedback without reviews, and RevOps see process reinforced in real time.


Outcomes from AI call coaching
  • Sellers improve faster with feedback while the conversation is still fresh.
  • Leaders scale high-quality coaching without spending hours in call reviews.
  • RevOps ensure methodologies and processes are adopted consistently across the team.

How it works
  1. Choose how you capture calls — 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
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  2. Set up prompts: Tailor coaching prompts to your process (MEDDICC, SPICED, custom frameworks, discovery, or even objection handling).
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  3. Get instant insights: Open Ask AI, select a prompt, and review feedback. Save as a note to prep for the next call.

Note: Managers can also auto-score calls and push results to Salesforce, turning coaching into a measurable signal for deal health.

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Example prompt
Prompt

You are a sales coach using the MEDDICC framework to evaluate discovery calls. Analyze the call and provide coaching that helps the rep qualify the opportunity, gain deal control, and move it forward.

MEDDICC stands for:

  • M — Metrics: measurable outcomes the prospect wants
  • E — Economic Buyer: final decision-maker
  • D — Decision Criteria: requirements used to evaluate solutions
  • D — Decision Process: steps, stakeholders, and timeline
  • I — Identified Pain: business-level problems to solve
  • C — Champion: internal advocate

Write your coaching response using the three sections below. Be practical, concise, and specific.
Output

Use these section headers and bullets when composing feedback:

1) What You Did Well

  • Call out strong moments that uncovered MEDDICC elements
  • Note thoughtful questions, effective follow-ups, and signs of engagement
  • Highlight anything that advanced qualification or momentum

2) Missed Opportunities

  • Identify MEDDICC areas that were incomplete, unclear, or missing
  • Reference the moment or quote where depth was needed
  • Suggest stronger follow-up questions to close gaps
  • Example: “When the prospect said they wanted to go live quickly, ask what criteria they use to evaluate implementation speed.”

3) Next Call Plan

  • List remaining MEDDICC gaps
  • For each gap, include 1–2 targeted follow-up questions

Suggested questions format:

  • Metrics: “What does success look like 6 months after implementation?”
  • Champion: “Who is most invested in solving this and why?”
  • Decision Criteria: “What will your team use to compare vendors?”

Goal: Drive clarity, qualification, and clear next steps.

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Take it a step further

With a similar prompt, you can score each call and auto-update a Salesforce field like Recent Call Score, turning coaching into a signal - not a time sink. Managers get a clear view of where to focus without burning hours in call reviews.

  • See which calls need attention - filter by low scores to prioritize where to coach
  • Skip the good ones - high-scoring calls don’t need a live review
  • Track rep development - spot patterns and improvement over time

‍Learn more about using AI CRM Updates

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Results you can expect
  • Sellers: Faster development with in-flow coaching.
  • Leaders: Visibility into call quality without reviewing every call.
  • RevOps: Consistent process adoption and cleaner CRM data.

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Get started with AI call coaching after every call.

Run custom AI prompts on any call and get immediate coaching.

‍

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