Overview
The biggest risks in a deal are usually the ones you can’t see.
A pricing objection buried in a call. An approval stalled in someone’s inbox. A missing stakeholder never logged in Salesforce. These silent risks slow deals and stall revenue.
The problem? Signals are scattered across call recordings, email threads, and notes. Sellers lose track, managers are left guessing, and small issues turn into big surprises late in the cycle.
The result: slipped deals, inaccurate forecasts, and missed numbers no one saw coming.
With Scratchpad, those risks surface early - before they cost you revenue.
How Scratchpad helps
Scratchpad surfaces deal risks with context, giving sellers and leaders the clarity to act before small issues become big revenue problems.
Spot objections and blockers early - Flag concerns like price, integration, or stalled approvals directly from calls, emails, notes, and Salesforce data.
Prioritize and forecast with confidence - Sellers focus on the right deals. Leaders see a pipeline that reflects reality - with risks visible.
Strengthen customer trust and internal alignment - Address concerns proactively and show stakeholders you’re in control of the process.
This transforms risk analysis from scattered guesswork into a proactive advantage for both sellers and the business.
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 risk analysis prompt
Build a custom prompt that reflects how your team wants deal risks captured.
Example prompt
Example prompt
You are an AI assistant connected to my sales call recordings, emails, and Salesforce deal data. Please analyze this record and provide a clear and structured summary of all potential objections, risks, blockers, or gaps that may impact deal progression.
Use the format below and only include insights related to external stakeholders.
Objections Raised
List any objections or concerns voiced by the customer — either directly or implied.
Include things like:
Price sensitivity
Existing tool overlap
Data security
Timeline
Integration limitations
Internal buy-in or change management concerns
If available, include the stakeholder who raised it and any relevant quote(s).
Blockers or Bottlenecks
Identify where progress has stalled or slowed down.
Include any:
Missing decision-makers
Delayed approvals (e.g., legal, IT, procurement)
Unresponsive stakeholders, who have been absent from recent calls or emails
Requirements not yet met
Customer-Side Risks
Highlight signs of misalignment, hesitation, or confusion within the buying group.
Examples may include:
Conflicting priorities
Unclear evaluation process
Confusion between departments (e.g., Enablement vs. RevOps)
Over-reliance on a single stakeholder
Missing Information or Inputs
List any important information that hasn’t yet been surfaced, such as:
Unidentified economic buyer
Unconfirmed legal/security reviewer
Undefined technical requirements
Unclear budget or renewal timeline
Formatting Instructions:
Use bold section headers exactly as written above
Format each section with clear bullet points
Do not include long paragraphs or numbered listsKeep bullets short, clear, and actionable
3. Analyze risks for any deal, instantly
Go to Ask AI on any Opportunity
Select your risk analysis prompt
Use captured insights to proactively engage customers and move deals forward
No more missed signals. Just risk analysis that keeps deals on track and revenue predictable.
✨ Take it a step further: auto-capture risks in Salesforce
Ask AI is ideal for quick answers when sellers need context fast.
If your team also wants risks tracked in Salesforce for reporting and pipeline reviews, you can use the same prompt with AI CRM Updates to automatically populate a field like Deal Risks.
Curious to learn more? Schedule a 1:1 session with our team!