sales-scratchpad

What this skill does

# Scratchpad Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **Which Scratchpad capability are you asking about?**
   - A) Call Recorder & Notetaker (transcription, summaries from Zoom/Meet/Teams)
   - B) AI Field Updates (auto-populate Salesforce fields from calls/emails/notes)
   - C) Hygiene Monitor (track missing fields, stale data, overdue tasks)
   - D) Sales Sheets & Kanban (pipeline views, board-style deal management)
   - E) Deal & Account Agent (AI assistant with custom prompts)
   - F) Command HUD (update Salesforce from any web page)
   - G) Pricing, plan selection, or comparison with another tool
   - H) Something else — describe it

2. **What's your Salesforce edition?**
   - A) Professional
   - B) Enterprise
   - C) Unlimited
   - D) Not sure

3. **How big is your sales team?**
   - A) Solo / under 5 reps
   - B) 5-20 reps
   - C) 20-100 reps
   - D) 100+ reps

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| If the question is about... | Route to... |
|---|---|
| General meeting note-taker selection (Fathom vs Fireflies vs Gong vs...) | `/sales-note-taker [question]` |
| Building a coaching program or reviewing a specific call | `/sales-coaching [question]` or `/sales-call-review [question]` |
| Revenue forecasting strategy across tools | `/sales-forecast [question]` |
| Deal health assessment methodology | `/sales-deal-inspect [question]` |
| CRM data quality strategy (not Scratchpad-specific) | `/sales-data-hygiene [question]` |
| Salesforce platform configuration | `/sales-salesforce [question]` |
| Weflow-specific questions | `/sales-weflow [question]` |

When routing, provide the exact command: "This is a {domain} question — run: `/sales-{skill} {user's original question}`"

## Step 3 — Scratchpad platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, credit system, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

**Before recommending another tool**, check whether Scratchpad handles the use case natively. Scratchpad bundles recording + AI field updates + pipeline views + hygiene monitoring — many questions that seem like they need a separate tool are actually covered by a different Scratchpad capability.

## Step 4 — Actionable guidance

Focus on the user's specific situation:

- **Plan selection**: Free tier is viable for solo reps (100 credits/mo, 10 hrs recording). Solo ($19) unlocks full workspace + Hygiene Monitor. Team ($49) adds pooled credits + Gong integration. Don't over-buy.
- **Credit budgeting**: Single field update = 1 credit, multi-call update = 5, call summary = 1, record insights = 5. Solo gets 400/mo, Team gets 800/mo. Track usage before upgrading.
- **Rollout sequencing**: Start with Sales Sheets + Command HUD (immediate productivity, zero AI cost), then enable Call Recorder, then AI Field Updates once reps trust the tool.
- **Migration from Gong/Clari**: Scratchpad is lighter-weight — a Salesforce overlay, not a standalone revenue intelligence platform. Key tradeoffs: no public API, no VoIP capture, no standalone forecasting module. It complements rather than replaces Gong.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Salesforce-only** — no HubSpot, Dynamics, Pipedrive, or any other CRM. If the team isn't on Salesforce, Scratchpad is not an option.
- **No public API** — cannot build custom integrations or data pipelines. All data flows through the Scratchpad UI or into Salesforce.
- **AI credits are opaque** — the credit system isn't documented publicly with clear per-action costs. Monitor usage carefully on Solo/Team plans to avoid hitting limits mid-month.
- **Complex Salesforce workflows may not work** — opportunity creation and multi-step processes that rely on Salesforce page layouts or custom triggers may not be available in Scratchpad's interface.
- **No mobile app for pipeline management** — the mobile experience is limited; field reps needing mobile pipeline views should check Weflow's Mobile Copilot instead.
- **Not a Gong replacement** — Scratchpad complements conversation intelligence tools rather than replacing them. Team plan explicitly integrates with Gong. It's a productivity/CRM overlay, not a standalone revenue intelligence platform.
- **Opportunity management UX** — some users report the opportunity views are less polished than native Salesforce, especially for complex opportunity objects.

## Related skills

- `/sales-weflow` — Weflow platform help (primary competitor — Salesforce-native Revenue AI with activity capture, CI, forecasting)
- `/sales-gong` — Gong platform help (revenue intelligence, deeper analytics, Scratchpad Team integrates with Gong)
- `/sales-note-taker` — Comparing AI note-takers or wiring their APIs into CRM/warehouse
- `/sales-coaching` — Building a sales coaching program, onboarding reps
- `/sales-call-review` — Reviewing a single sales call for coaching insights
- `/sales-forecast` — Revenue forecasting strategy, pipeline coverage, commit validation
- `/sales-deal-inspect` — Deal health assessment, MEDDPICC extraction, stakeholder mapping
- `/sales-data-hygiene` — CRM data quality, deduplication, enrichment strategy
- `/sales-salesforce` — Salesforce platform configuration, Flows, Apex, custom objects
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Reps waste 30 minutes a day updating Salesforce
**User says**: "My reps spend half an hour after every call manually updating Salesforce fields. It's killing productivity."
**Skill does**:
1. Identifies AI Field Updates as the primary solution — auto-populates Salesforce fields from call transcripts
2. Recommends starting with Solo plan ($19/user/mo) for full workspace + 400 AI credits/mo
3. Explains the workflow: Scratchpad records the call → AI extracts field values → proposes or directly applies updates to Salesforce
4. Notes credit consumption: 1 credit per single field update, 5 per multi-call update
**Result**: Deployment plan that eliminates manual post-call CRM logging

### Example 2: Scratchpad vs Weflow for a 30-person Salesforce team
**User says**: "We're evaluating Scratchpad and Weflow. We use Salesforce Enterprise, 30 reps. Budget is tight."
**Skill does**:
1. Compares pricing: Scratchpad Team $49/user/mo vs Weflow Full Bundle $79/user/mo
2. Notes Weflow includes server-side activity capture (no browser needed) + standalone forecasting; Scratchpad is lighter and cheaper
3. Flags key tradeoffs: Weflow has deeper CI and forecasting; Scratchpad has better UX for daily pipeline management and works alongside Gong
4. Recommends Scratchpad if they already have Gong for CI and want a CRM overlay; Weflow if they want one tool for everything
**Result**: Feature-by-feature comparison with clear decision criteria

### Example 3: AI credits running out mid-month
**User says**: "We're on the Solo plan and keep hitting the AI credit limit before month-end."
**Skill does**:
1. Reviews credit consumption: 400/mo on Solo (4,800/yr)
2. Identifies likely causes: AI Field Updates on every call (5 credits for multi-call) + Record Insights (5 credits) burn fast
3. Suggests limiting auto-updates to high-value calls, using manual field updates for routine ones
4. If still insufficient, recommends Team plan ($49/user/mo, 800 credits/mo pooled across team)
**Result**: Credit optimization strategy with upgrade path

## Troubleshooting

### Complex Salesforce workflows fail in Scratchpad
**Sym