Customer Onboarding
Welcome customers before kickoff
Welcome newly signed customers with relevant gifts and a personal note before onboarding begins.
When to use it
New customers have signed and you want to welcome their confirmed contacts before kickoff without repeating gifts from the sales cycle. Connect Calendly, Chili Piper or Cal.com to retrieve the confirmed kickoff details.
What your AI assistant does
- Confirms how new-business wins are recorded and finds deals closed won in your chosen window.
- Separates renewals and upsells, verifies CRM contact roles and countries, and matches the kickoff booking in Calendly, Chili Piper or Cal.com by email.
- Checks recent Reachdesk sends to avoid repeating gifts from the sales cycle.
- Recommends eligible Reachdesk welcome gifts within budget and drafts notes with verified kickoff details, asking you if no booking is available.
- Shows the recipient plan and costs by currency, then prepares chosen gifts for confirmation.
Example prompt
Ready-to-use prompt
Find up to [number of customers] new-business deals closed won during [period] in [Salesforce or HubSpot]. Confirm deal-type fields and hold renewals or upsells for review. Verify contacts, roles and countries. Find their kickoff in [Calendly, Chili Piper or Cal.com], matching by email, and confirm the current date, time and timezone. Ask if no booking can be verified. Check recent Reachdesk sends, recommend eligible Reachdesk welcome gifts within [budget and currency per person] and draft a kickoff note. Show recipients and costs by currency, then 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.