Spot opportunities
Welcome a champion at a new company
Spot when a known advocate changes roles and reconnect with a thoughtful welcome gift.
When to use it
A former customer champion joins a new company, creating an opportunity to reconnect and build a relationship with their new organization.
What your AI assistant does
- Identifies a recent champion job change in UserGems.
- Checks Salesforce to confirm the existing relationship, account owner, and previous interactions.
- Reviews gifting eligibility and available budget.
- Searches Reachdesk for three relevant congratulations gifts deliverable to the recipient's new location.
- Drafts a personalized message and prepares the selected gift for approval.
Example prompt
Ready-to-use prompt
Find recent job changes in UserGems involving our existing customer champions. Check Salesforce to verify our previous relationship, identify the new account owner, and review recent outreach. For one appropriate opportunity, recommend three Reachdesk gifts to congratulate the champion on their new role. Make sure the gifts fit our budget and can be delivered to their country. Draft a personalized message 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.