Customer Onboarding
Celebrate a customer's go-live
Celebrate a confirmed customer go-live with a gift that is different from their welcome gift.
When to use it
A customer has completed implementation and gone live. Their milestone is recorded in Asana or Notion, and you want to thank the people who helped.
What your AI assistant does
- Reads the Asana or Notion go-live record and checks whether implementation is complete.
- Asks if the go-live status is unclear; a contract start date alone isn't treated as proof.
- Verifies the customer contact and relationship owner in Salesforce or HubSpot.
- Checks country, budget and recent Reachdesk sends, including welcome gifts, to avoid repeats.
- Recommends a different eligible Reachdesk gift, drafts a go-live thank-you and prepares your choice for confirmation.
Example prompt
Ready-to-use prompt
Review [go-live milestone or record] in [Asana or Notion] and confirm the customer is live from the recorded completion status. Ask me if unclear; don't use a contract start date as proof. Use [Salesforce or HubSpot] to verify the contact and country. Check recent Reachdesk sends, including welcome gifts, and recommend three different eligible Reachdesk gifts within [budget and currency]. Draft a short congratulations and thank-you based on the documented contribution, then prepare my chosen gift for confirmation. Don't change the source records.
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.