Lead Generation
Convert inbound leads into meetings
Follow up on recent inbound interest with a relevant gift and an invitation to book a meeting.
When to use it
You have recent demo requests, contact forms or content enquiries with no meeting booked and want to prepare a focused follow-up. Connect Calendly, Chili Piper or Cal.com to check bookings and find the right booking link for the salesperson or team.
What your AI assistant does
- Confirms the CRM lead sources and checks booking status in Calendly, Chili Piper or Cal.com, matching contacts by email and explaining if some bookings could not be checked.
- Finds recent inbound leads without a booked meeting and excludes customers, vendors and generic mailboxes.
- Checks recipient details, country and recent Reachdesk sends, flagging incomplete records.
- Finds the right booking link for the assigned salesperson or team, recommends eligible Reachdesk gifts and drafts a thank-you.
- Shows the proposed list and costs by currency, then prepares chosen gifts for confirmation.
Example prompt
Ready-to-use prompt
Find up to [number of leads] inbound leads from [sources] during [period] in [Marketo, Salesforce or HubSpot]. If using Marketo, first check that you can read the required leads, source fields and dates; ask me for a list if unavailable. Use [Salesforce or HubSpot] to verify customer status and the assigned salesperson. Confirm booking status using [Calendly, Chili Piper or Cal.com], matching by email. Exclude existing bookings, customers, vendors and generic mailboxes; flag checks you couldn't complete. Verify countries and check recent Reachdesk sends. Find the right booking link for [meeting type or team], preserving the assigned salesperson or team; ask me if unclear or unavailable. Recommend eligible Reachdesk gifts within [budget and currency per person] and draft a thank-you with that link. Show costs by currency and prepare my chosen gifts for confirmation. Don't book meetings.
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.