Reachdesk MCP Playbooks — Sample Library

Deal acceleration · Agentic

Rescue a stalled strategic deal

Use deal and call context to make a relevant, timely follow-up.

Salesforce

Gong

Clay

Reachdesk

Slack

When to use it

An important opportunity has not progressed for 30 days and an AE wants a useful next step.

What the agent does

Find stalled opportunities and identify the owner and decision maker in Salesforce.
Review recent Gong conversations for the actual blocker and avoid gifting if the moment is inappropriate.
Use Clay only for identity and explicit, sourced interests; discard uncertain signals.
Search Reachdesk for three available gifts within the budget and delivery country.
Share the rationale and a follow-up draft with the AE in Slack for approval.

Demo prompt

Find my strategic Salesforce opportunities that have not progressed in 30 days. Review their latest Gong calls to understand the blocker. For one appropriate opportunity, verify the decision maker and any explicit personalization signals using Clay. Use Reachdesk to recommend three gifts within our policy and recipient country. Show the evidence, why each gift fits, and a draft follow-up. Ask me to approve before sending.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Prospecting · Connected

Research & gift a prospect

Find evidence-backed personalization for a high-value first touch.

HubSpot

Clay

Apollo

ZoomInfo

Reachdesk

When to use it

An SDR or AE has a named prospect and wants a thoughtful first-touch option.

What the agent does

Confirm the prospect identity against HubSpot and a work email or profile URL.
Use one enrichment source such as Clay, Apollo, or ZoomInfo for professional context.
Keep only explicit, attributable interests; abstain if evidence is thin.
Search Reachdesk by country, budget, occasion, and validated interests.
Present three options with sources and ask the rep to choose.

Demo prompt

For the prospect I select in HubSpot, confirm their identity and use Clay, Apollo, or ZoomInfo to find explicit, attributable interests. Do not infer tastes from their role. If evidence is weak, say so and use broadly appropriate options. Search Reachdesk for three gifts within budget and deliverable to their country, with a source-backed reason for each. Do not send anything yet.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Deal acceleration · Starter

Thank them after a great call

Turn a strong conversation into a considerate thank-you.

Gong

Reachdesk

When to use it

A prospect gives constructive feedback or invests meaningful time in a discovery call.

What the agent does

Review the selected Gong call and identify the relationship and tone.
Extract only explicit preferences mentioned in the conversation.
Search Reachdesk for appropriate thank-you gifts with availability and budget checks.
Draft a short note referencing the conversation without overclaiming.

Demo prompt

Review my selected Gong call and suggest whether a thank-you gift is appropriate. Use only preferences explicitly stated in the call. Find three Reachdesk gifts that fit the recipient country and budget. Explain each choice and draft a concise, relevant note. Wait for my approval before taking action.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Relationship building · Connected

Welcome a champion at a new company

Reconnect when a known advocate changes roles.

UserGems

Salesforce

Reachdesk

When to use it

UserGems flags that a known customer champion joined a target account.

What the agent does

Verify the role change in UserGems and the prior relationship in Salesforce.
Check account ownership, recent outreach, and gifting eligibility.
Search Reachdesk for a tasteful congratulations gift in the new location.
Draft a personal note for the account owner to review.

Demo prompt

Find a recent UserGems job change for a champion we know. Verify our relationship and the new account owner in Salesforce. If outreach is appropriate, use Reachdesk to propose three congratulations gifts deliverable to their new country. Draft a note for the owner and ask for approval before sending.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Relationship building · Starter

Celebrate a shared win

Recognize a customer team after a deal closes.

Salesforce

Reachdesk

When to use it

A major opportunity closes and the account team wants to thank the customer participants.

What the agent does

Identify the closed opportunity and contributors in Salesforce.
Check gift policy, recipient list, delivery country, and budget.
Search Reachdesk for an appropriate celebration option.
Present the plan to the account owner before sending.

Demo prompt

Review the selected closed-won opportunity in Salesforce and identify the customer stakeholders who contributed. Check our gifting policy and use Reachdesk to find suitable celebration gifts for their locations and budget. Show the proposed recipients, gift rationale, and message for my approval.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Customer success · Connected

Recognize a customer advocate

Thank customers who give a reference or speak on your behalf.

Gong

HubSpot

Reachdesk

When to use it

A customer agrees to a reference call, testimonial, or public speaking commitment.

What the agent does

Confirm the contribution in Gong and the relationship owner in HubSpot.
Check any advocacy reward rules and whether a gift is appropriate.
Find Reachdesk gifts that respect geography, budget, and exclusions.
Draft a specific thank-you for CSM approval.

Demo prompt

Find the customer advocate from the selected Gong call and confirm the relationship owner in HubSpot. Check whether a thank-you gift fits our advocacy policy. Use Reachdesk to recommend three deliverable options in budget, and draft a note that refers to the actual contribution. Ask the CSM to approve.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Customer success · Starter

Mark a renewal milestone

Celebrate the partnership at the right moment.

HubSpot

Reachdesk

When to use it

A customer renews or reaches a meaningful partnership milestone.

What the agent does

Verify the renewal date, account owner, and key contacts in HubSpot.
Check past gifts and the account gifting policy.
Search Reachdesk for a shareable or individual option within budget.
Prepare a brief appreciation note and approval summary.

Demo prompt

Review the selected renewed customer in HubSpot. Identify the appropriate contact and check recent gifting history. Search Reachdesk for three gifts that can be delivered in their country within our budget. Explain the choices and draft an appreciation note for CSM approval.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Events & community · Connected

Follow up with a VIP attendee

Extend a useful event conversation with a relevant gesture.

HubSpot

Slack

Reachdesk

When to use it

A VIP attendee has a meaningful conversation at an event and the field team flags a follow-up.

What the agent does

Confirm the attendee, event, and conversation note in HubSpot or Slack.
Check consent, address collection method, and campaign budget.
Search Reachdesk for gifts suited to the event and delivery location.
Offer a follow-up message for the marketer to review.

Demo prompt

For the VIP attendee flagged in Slack, confirm their event attendance and follow-up owner in HubSpot. Use the recorded conversation context to find three appropriate Reachdesk gifts within campaign budget and deliverable to their country. Draft the follow-up and ask the field marketer to approve.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Employee recognition · Connected

Celebrate an employee win

Turn visible praise into timely recognition.

Airspeed

Slack

Reachdesk

When to use it

A teammate receives meaningful recognition in Airspeed or a team Slack channel.

What the agent does

Identify the recognition and verify the employee in Airspeed or Slack.
Check award eligibility, recent rewards, and local policy.
Find Reachdesk options that fit the recognition and location.
Share a suggested note and reward with the manager for approval.

Demo prompt

Review the selected recognition in Airspeed or Slack. Verify the employee, their location, and reward eligibility. Use Reachdesk to suggest three suitable rewards within policy and draft a short note that reflects the specific achievement. Ask the manager to approve before sending.

Copy prompt

The agent should show the evidence and catalog options before a person approves a send. Confirm tool access and account policy in a live demo.

Turn a signal into a thoughtful moment.

Choose the moment you want to create

Rescue a stalled strategic deal

Research & gift a prospect

Thank them after a great call

Welcome a champion at a new company

Celebrate a shared win

Recognize a customer advocate

Mark a renewal milestone

Follow up with a VIP attendee

Celebrate an employee win

One recipe, four decisions