Running Scratchpad as a service, Sales Enablement

Scratchpad Agency Implementation, Automating CRM Updates for Sales Teams

Learn how to deliver Scratchpad as a productized service to sales agencies and in-house teams. This course covers call transcription setup, Salesforce field mapping, AI agent configuration for deal qualification, and building recurring revenue through CRM hygiene audits and sales methodology enforcement.

Open the decision record for Scratchpad

What does running Scratchpad for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published (pricing_tiers not provided)
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is Scratchpad worth running as a client service?

Evidence supports Scratchpad as a robust AI layer for Salesforce, but the absence of published pricing means the cost basis and ROI cannot be modeled with confidence.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Salesforce account (production or sandbox)
  • Scratchpad subscription (pricing tier as per pricing_tiers)
  • Zoom or desktop app for call recording
  • Email account for parsing (if using email data)
  • API access to Salesforce

People and inputs

  • Scratchpad platform features (AI agent, hygiene monitor, notetaker)
  • Setup documentation for Salesforce integration
  • A sandbox environment for testing

Included with the course

7 working documents for delivering this service.

  • Scratchpad Salesforce Field Mapping Worksheetworksheet
  • Call Recording Integration Checklist (Zoom + Gong)checklist
  • AI Agent Configuration Template for Deal Qualificationtemplate
  • CRM Hygiene Audit SOP Using Scratchpad Agentssop
  • Monthly Scratchpad Retainer Pricing Guideguide
  • Email Thread Parsing Setup for Salesforce Syncchecklist
  • Deal Handoff Brief Template (AI-Generated Summaries)template

Listed by name. These documents are not yet published as individual downloads.