Prepare sends
Recognize a customer advocate
Show appreciation to customers who provide references, share feedback, or champion your brand.
When to use it
A customer agrees to provide a reference, participate in a case study, speak at an event, or otherwise advocate for your business.
What your AI assistant does
- Reviews the relevant Gong conversation to confirm the customer's contribution.
- Uses HubSpot to identify the relationship owner and customer details.
- Checks gifting eligibility, relevant policies, and budget.
- Finds three suitable gifts through Reachdesk.
- Drafts a personalized thank-you message and prepares the selected gift for approval.
Example prompt
Ready-to-use prompt
Review my selected Gong call to identify the customer who agreed to provide a reference, testimonial, or other advocacy support. Use HubSpot to confirm their details and relationship owner. Check whether a thank-you gift is appropriate under our gifting policy, then recommend three Reachdesk gifts within budget and available in their country. Draft a personalized thank-you note referencing their contribution and prepare the send for approval.
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.