Overview
Methodologies like BANT, MEDDPICC, and SPICED are essential for driving consistent execution - but too often, adherence is spotty. Context is buried in transcripts, half-filled fields, or scattered across notes and email.
When there's no clear view into how well a deal aligns with the process, coaching becomes reactive, pipeline reviews become guesswork, and forecast confidence takes a hit.
You don’t need more meetings. You need more visibility.
With Scratchpad, there’s a better way.
The Scratchpad unlock
Scratchpad gives your team a consistent way to assess deal quality against your sales methodology - using real signals pulled from calls, emails, notes, and Salesforce fields.
Run a customizable prompt that evaluates a deal through the lens of MEDDPICC, SPICED, BANT, or any process your team uses
Get a clear, structured summary of what’s been captured, and what’s missing, across the sales cycle
Alignment without the hassle - no more guessing, rewatching calls, or chasing down answers in pipeline reviews
This makes your methodology operational - not just theoretical - and drives better coaching, cleaner data, and stronger forecasts.
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 your methodology prompt
Create a custom prompt that reflects your sales process and includes key insights to capture
Example prompt
Example prompt
You’re writing a structured internal summary to evaluate a deal using the SPICED sales methodology. This document should help leaders and managers understand how well the opportunity aligns to the process - and what’s needed to move it forward.
Base your response only on:
The customer’s words from call transcripts
Rep notes from the record
Context pulled from supporting emails and Salesforce fields
Stick to facts. Avoid assumptions or generic statements.
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
3. Assess any deal, instantly
Go to Ask AI on any Opportunity
Select your methodology prompt
Review the summary, share if desired
Stop chasing answers - methodology alignment is just a click away.