Shift deal reviews from status to strategy

Scratchpad helps sales teams evaluate deals with confidence, using data pulled directly from your sales motion and process — not from memory.


From status updates to strategic conversations

Deal reviews are supposed to be a time to inspect quality, spot risks, and coach with intent. But they often turn into status checks. Managers ask questions to fill in gaps. Sellers guess from memory. Everyone wastes time chasing context, and by the time the room aligns, the review is already over.


Why deal reviews break down
  • Sellers feel interrogated instead of coached, offering partial answers and scrambling for context.
  • Sales leaders can’t trust the picture of deal health, leading to shaky forecasts.
  • RevOps sees process gaps exposed in real time, then has to play cleanup in CRM.

A better way to run deal reviews
  • Prep with clarity: Auto-generate review summaries that highlight what’s known, what’s missing, and where risk lives.
  • Stay grounded in facts: Pull insights from calls, notes, emails, and Salesforce fields instead of relying on memory.
  • Turn reviews into action: Align on risks, next steps, and coaching moments that actually move deals forward.

How it works

Scratchpad gives your team a structured, fact-based way to evaluate deals — built around the framework you already use. Here are the steps to get started:

  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
  2. Create your deal review prompt
    • Define what your team needs surfaced in each deal review, like risks, missing details, key next steps, or methodology checkpoints.
    • See the example prompt below or learn how to configure Ask AI Prompts.
  3. Review any deal, instantly
    • Go to Ask AI on any Opportunity
    • Select your deal review prompt
    • Review the summary with your leadership team to align on risks, next steps, and driving the deal forward. Learn more about using Ask AI.

Example prompt
Section Details
Customer Pain & Fit
  • What problem are they trying to solve?
  • How does our solution address it?
Urgency & Impact
  • How urgent is this pain?
  • What happens if they don’t solve it?
Stakeholders
  • Who are the decision-makers?
  • Do we have a champion? How much influence do they have?
Risks & Objections
  • What concerns or objections have come up?
  • Are there unspoken risks that could stall the deal?
Next Steps & Commitments
  • What’s the agreed next step?
  • What has the prospect committed to, and by when?
Deal Risks
  • What could cause this deal to slip?
  • How are we mitigating that risk?

Get started with one-click deal reviews

Evaluate deals with more confidence using data from your sales motion and process.

Request a demo

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