Overview
Sales just closed a deal! Yay! Now they have to create post-sales handoff notes for CS… yay…
For most sales teams, this means reps have to comb through through notes, call transcripts, Salesforce fields, and even email threads to piece together a handoff summary and share it with Customer Success (CS).
Unfortunately, this process is time-consuming and repetitive so reps often rush to get it done with incomplete information - or delay it entirely leaving CS teams in the dark. This slows onboarding, creates misalignment, and leads to a bad customer experience.
Instead of accelerating momentum at a critical point in the customer journey, it adds risk of churn.
With Scratchpad, there’s a better way.
The Scratchpad Unlock
Scratchpad automatically generates a polished, structured handoff summary - capturing the key details your team needs to deliver a smooth post-sale experience
Pulls context from notes, call transcripts, Salesforce fields, and emails
Allows anyone to review and share polished handoff docs instantly - without manual prep
Ensures handoffs are complete, consistent, and ready the moment the deal closes
This turns a high-risk transition into a high-confidence handoff - without adding work for reps.
Get Started in Minutes
1. Connect Data Sources
Calls
Record directly in Scratchpad or sync from Gong, Zoom, etc.
Emails
Sync Gmail conversations to bring deal-critical context into Scratchpad
2. Create Handoff Prompt
Write a prompt that fits your process and the handoff details you need
Example Prompt
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.
Key Stakeholders
List all known stakeholders involved in the deal. Include name, title, department, and their role in the buying process if known.
Business Problems They Are Trying to Solve
Summarize the core problems or challenges the customer is aiming to address. Use the customer’s own words or phrasing when available.
Planned Use Cases
Outline how the customer intends to use the product or solution. Include relevant workflows, business goals, or internal initiatives tied to implementation.
Current Configuration or Progress to Date
List anything already set up, completed, or discussed during the sales process. This may include configurations, integrations, custom workflows, pilot results, or technical validations.
Team Size and User Composition
Provide the total team size and breakdown by role (e.g., end users, managers, admins). Include license or seat counts if known.
Milestones and Expectations
Highlight any timelines, key dates, or internal milestones the solution is tied to (e.g., product launch, process change, quarterly goal).
Customer Preferences and Communication Style
Share any relevant context on how the customer prefers to operate. Include collaboration style, decision-making behavior, or communication preferences.
Risks, Concerns, or Open Questions
Note any potential blockers, open questions, or concerns raised. Include anything that may impact onboarding, adoption, or satisfaction.
3. 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
You’ll go from deal closed to handoff sent - in seconds.
Curious to learn more? Book time with a Product Specialist today!