Renewals
Celebrate a customer renewal
Combine a CRM renewal record with a documented success plan to prepare a timely partnership thank-you.
When to use it
A renewal is recorded in Salesforce or HubSpot, and a success plan in Notion or Asana lists the agreed milestones.
What your AI assistant does
- Finds this month's renewals in Salesforce or HubSpot, using the pipeline, field or records you specify.
- Reads the success plan in Notion or Asana for the agreed milestones and stakeholders.
- Uses one CRM and one plan source, and flags missing fields or content rather than assuming they match.
- Checks the right contact, recent Reachdesk sends, eligible Reachdesk campaigns, country and your budget.
- Drafts a note tied to a specific milestone and prepares your chosen gift for confirmation.
Example prompt
Ready-to-use prompt
Find renewals that closed this month in [Salesforce or HubSpot], using [renewal pipeline, field or records]. If renewals can't be identified from the available fields, ask me to select the records. Read [success plan name or link] in [Notion or Asana] for documented milestones and stakeholders. For one customer I choose, confirm the right contact and country, check recent Reachdesk sends, and recommend three eligible Reachdesk gifts within [budget and currency]. Draft a thank-you based on documented context. Prepare my chosen gift for confirmation. Don't update the CRM or the plan.
Works with Claude, ChatGPT and Microsoft Copilot once Reachdesk MCP is connected.
Ready to put your first prompt to work?
Connect Reachdesk MCP to Claude, ChatGPT, or Microsoft Copilot and turn GTM signals into smarter gifting.