Skip to main content

Shift deal reviews from status to strategy

Evaluate deals with confidence, using data pulled directly from your sales cycle - not memory

Updated this week

Overview


Deal reviews should be strategic - a time to inspect deal quality, spot risks, and coach with intent - but they often devolve into status updates and speculation.

Managers ask questions to fill in gaps. Reps offer incomplete answers from memory. Time gets wasted rewatching calls, scanning notes, and chasing down context.

And by the time everyone’s aligned, the review is already over.

With Scratchpad, there’s a better way.

The Scratchpad unlock


Scratchpad gives you a structured, reliable way to run deal reviews - built around the framework your team actually uses.

  • Prep with clarity – Generate a custom review summary that highlights what’s known, what’s missing, and key risks or next steps.

  • Stay grounded in facts – Surface insights from calls, notes, emails, and Salesforce fields, instead of relying on memory.

  • Turn reviews into action – Focus on coaching and aligning next steps, not chasing status updates.

This shifts deal reviews from reactive Q&A into proactive conversations that strengthen execution and forecast confidence.

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 deal review prompt

Define what your team needs surfaced in reviews - like risks, missing details, key next steps, or methodology checkpoints.

Example prompt

Conduct a deal review. Assess health, risks, and next steps using the structure below:

1. Customer Pain & Fit

  • What problem are they trying to solve?

  • How does our solution address it?

2. Urgency & Impact

  • How urgent is this pain?

  • What happens if they don’t solve it?

3. Stakeholders

  • Who are the decision-makers?

  • Do we have a champion? How much influence do they have?

4. Risks & Objections

  • What concerns or objections have come up?

  • Are there unspoken risks that could stall the deal?

5. Next Steps & Commitments

  • What’s the agreed next step?

  • What has the prospect committed to, and by when?

6. Deal Risks

  • What could cause this deal to slip?

  • How are we mitigating that risk?

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


Curious to learn more? Schedule a 1:1 session with our team!

Did this answer your question?