Prospecting & Active Deals
Re-engage closed-lost opportunities
Find suitable closed-lost deals and prepare a relevant gift to reopen the conversation.
When to use it
You want to revisit deals lost because of timing, budget or no decision, while avoiding accounts with an active opportunity. For a past conversation without a recorded lost deal, use "Send a quick one-off gift" instead.
What your AI assistant does
- Confirms the loss-date and loss-reason fields, reporting period and maximum number of opportunities.
- Finds matching closed-lost deals and excludes accounts with any open opportunity.
- Confirms the appropriate contact and country from recorded roles, and checks recent Reachdesk sends.
- Recommends eligible Reachdesk gifts within budget and drafts a short, relevant check-in.
- Shows costs by currency and prepares only your chosen gifts for confirmation.
Example prompt
Ready-to-use prompt
Use [Salesforce or HubSpot] to find up to [number of opportunities] deals closed lost during [period] for [loss reasons]. Confirm the date and reason fields, and exclude accounts with open opportunities. Verify the right contact and country; ask if unclear. Check recent Reachdesk sends, then recommend eligible Reachdesk gifts within [budget and currency per person]. Draft a short check-in based on the recorded loss reason. Show costs by currency and prepare my chosen gifts for confirmation before sending.
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.