Revenue Intelligence & CRM Pipeline Operations3 min readUpdated September 2026

Scratchpad vs Dooly for Conference Sponsorship and Exhibit Sales

For a B2B media or conference operator, Scratchpad fits bulk inventory and pipeline cleanup, while Dooly fits capturing what sponsors ask for on calls. Most CRMs weren't built for finite inventory like booths, keynote slots and sponsorship tiers, which vanish once sold, so a pipeline must show what inventory each deal is holding.

Scratchpad and Dooly approach that problem from opposite ends: one helps you see and clean up inventory and pipeline data in bulk, the other helps you capture what a sponsor actually asked for during a call. The right pick depends on which side of exhibit sales is costing you deals.

Vendors Covered in this Article

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The tradeoff: bulk pipeline visibility versus call capture

Scratchpad's spreadsheet-style view is built for scanning many records at once, which suits a sales cycle where you are juggling dozens of open sponsorship and exhibit deals against a shrinking inventory map ahead of an event date. Dooly's strength is the opposite: it is built for depth on a single call, capturing what a specific sponsor cares about, a booth location preference, a competitor conflict, a request to speak on a panel, so that detail survives into the CRM instead of staying in someone's notebook. Neither does both jobs equally well, so the tradeoff is real.

Where exhibit and sponsorship deals actually get complicated

A sponsorship deal is rarely just a dollar amount. It usually bundles a booth location, a certain number of attendee badges, a sponsored session slot, and sometimes a logo placement tier, each of which is inventory that another prospect might also want. If your CRM tracks only deal value and stage, you can lose track of which booth is actually held for which prospect, and double-book inventory during a busy renewal season, which is an expensive mistake to explain to a sponsor two weeks before the event.

The case for Scratchpad on the inventory side

A weekly bulk review of every open and won sponsorship deal, cross-checked against your inventory map, is the fastest way to catch a booth that is held by two prospects at once or a renewal that lapsed without anyone reaching out. Scratchpad's grid view lets an events operations person do that check across every deal in minutes rather than opening records one at a time, which matters most in the run-up to an event when inventory changes daily.

A weekly inventory review usually covers these checks:

  • Cross-check every open and won sponsorship deal against the inventory map to catch a booth held by two prospects at once.
  • Record the booth number or sponsorship tier directly on the deal record instead of in a separate spreadsheet.
  • Flag multi-year renewals that have lapsed without outreach so someone can reach the sponsor before the event date.
  • Log mid-cycle add-ons, such as a speaking slot, as upsells against the original account so inventory stays accurate.

The case for Dooly on the sales side

Sponsors and exhibitors often negotiate specifics on a call: a particular booth location, a request to avoid placement next to a named competitor, or interest in a panel slot instead of just a booth. If those specifics only exist in a salesperson's memory, they get missed at contract time or, worse, at setup on the show floor. Capturing that detail automatically during the call is the more direct fix when the pattern you see is good sponsors leaving because the fine print of what they asked for did not carry through.

Renewals: the deal type both tools miss on their own

Multi-year sponsors expect their prior booth location and any negotiated terms to carry forward without having to ask again. Neither tool automatically remembers that context from one contract year to the next unless someone builds it into the record: a note field for prior booth number and prior negotiated rate on the account, reviewed before renewal outreach starts. That single habit prevents the awkward call where a loyal sponsor is quoted a worse deal than they got the year before, simply because nobody checked.

Handling a sponsor who wants to add a panel or speaking slot mid-cycle

It is common for a booth sponsor to come back a few weeks later wanting to add a speaking slot, once they see the agenda taking shape. That is technically an upsell, not a new deal, and it should be logged as one against the original account so the inventory map and the revenue number both reflect the change immediately. Teams that treat it as a side conversation instead of a tracked pipeline item are the ones who discover at the last minute that the slot they promised was already given to someone else.

Who should own the inventory map day to day

Event operators sometimes let the inventory map live with whoever built the event platform, separate from whoever runs sales, which is a reasonable division of labor as long as the two talk on a fixed schedule. The riskier pattern is when both sides assume the other is the source of truth and neither actually reconciles it, which is exactly the gap a weekly bulk review is meant to close. Naming one owner for that reconciliation, even if they are not the person entering every deal, tends to matter more than which tool sits underneath it.

Executive Capability Standard

What Good Looks Like

Good revenue intelligence for a B2B media or events business means every open sponsorship deal shows the specific inventory it holds, cross-checked weekly against the full event inventory map so nothing is double-booked.

Building The Capability (5-Stage Skill Ladder)

1. Learn:List every category of inventory you sell, such as booth locations, badge counts, and session slots, and confirm whether each is currently tracked on the deal record or only in a separate spreadsheet.
2. Do Manually:Require a booth or tier field on every sponsorship deal, updated the moment inventory is held, not just when the contract is signed.
3. Delegate:Assign one operations owner to reconcile the inventory map against open and won deals weekly in the run-up to each event.
4. Automate:Sync inventory status between the CRM and your event platform so a booth marked sold in one system updates in the other without manual entry.
5. Buy:Add Scratchpad for the weekly inventory reconciliation pass, or Dooly if sponsor-specific requests are the detail getting lost between the call and the contract.

How to Get Started

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Frequently Asked Questions

How should we track which booth or sponsorship tier a prospect is holding?

Add inventory fields directly to the deal record, such as booth number or sponsorship tier, and review them in a weekly bulk pass against your full inventory map. Treating inventory as a separate spreadsheet from the CRM is usually what causes double-booked booths.

What is the biggest cause of lost sponsorship renewals?

Losing the context from the prior contract year, such as the booth location or negotiated rate a sponsor already had. Renewal outreach that starts from scratch instead of acknowledging what the sponsor held last year reads as impersonal and invites them to shop a competing event.

Can either tool manage the actual floor plan or seating chart?

No, neither is a floor-planning tool. They track the sales pipeline and deal details, not the physical layout. Most operators still need a separate floor plan tool and just keep the booth number synced onto the CRM record.

About the numbers

This guide doesn't quote a sourced benchmark. Figures in it are estimates or general guidance, so check them against your own numbers.

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