Ok… I didn’t know if I was going to be able to share this. But my boss gave me the green light, so I’m running with it.
Let me show you how we use Chili Piper Distro, Clay, Urlbox, and some clever internal engineering to run an outbound sales play that generates nearly 500 meetings a quarter.
The first step is assigning and distributing new leads to SDRs.
We don't have inbound SDRs at Chili Piper, so we're routing to SDRs based on other Signals. Things like: :
We don't do this, but we also have customers using Distro to route any Salesforce Record to reps — common use cases include routing webinar registrants, badge scans, or content downloads.
We also include CRM actions in our Flow Builder that automatically create events, assign ownership, notify reps, and enforce SLAs so they strike while the iron is hot.
The key to our outbound sales approach is personalized outreach that clearly demonstrates the value of our product.
We use Clay to automatically enrich prospect data and enable our reps with a complete profile they can use to tailor their outbound messaging.
Every lead that passes through Distro is sent to Clay, where they are enriched with additional people and company data, like:
We then generate a report for our SDRs containing a number of data points that give them more context around their deal, like what tools the prospect uses, notable customers, and main competitors.
In addition to our prospect report, we’ve also built our own internal tool that uses Clay data to automatically capture screenshots of our prospect’s demo and home pages.
We then use those to create and personalize product gifs, showing them what Concierge and Chat would look like on their website.
This is our secret sauce. These gifs are simple, but allow the prospect to see what our products will look like on their website. Immediately, they understand our product and can easily imagine the impact it will have on their conversion rates.
We started creating these manually for each client, then eventually scaled it using virtual assistants. But now, it’s all completely automated using Clay, Urlbox, and some crafty internal engineering.
After we've notified the SDRs of the new account, equipped them with enriched data, and created the gif overlay — we let the SDRs add their own personal creativity for the last mile.
Our main goal is to automate the manual parts of SDR outreach as much as possible, to give SDRs creativity and freedom to personalize outreach where it counts.
This play drives nearly 500 meetings a quarter. It works because:
It’s simple, scalable, and most importantly, it works.
Outbound sales can feel impersonal — a numbers game. But with the right tools and some creativity, you can make it personal at scale. You can show prospects that you get them before you’ve even had a conversation.
This play isn’t just a tactic. It’s a philosophy: every lead deserves to feel like your #1 priority. And with the right system in place, they can
I also prefer that we keep our last mile for our SDRs to add their personality into the mix because a future where robots talk to robots is not a very inspiring future. 🤖
If you want to try this spicy use case yourself, learn more about Chili Piper Distro here.
Also if you’re not doing so already, be sure to follow Jonathan on LinkedIn — he shares spicy Chili Piper tips and tricks regularly.
In the meantime, stay spicy 🌶️
Ok… I didn’t know if I was going to be able to share this. But my boss gave me the green light, so I’m running with it.
Let me show you how we use Chili Piper Distro, Clay, Urlbox, and some clever internal engineering to run an outbound sales play that generates nearly 500 meetings a quarter.
The first step is assigning and distributing new leads to SDRs.
We don't have inbound SDRs at Chili Piper, so we're routing to SDRs based on other Signals. Things like: :
We don't do this, but we also have customers using Distro to route any Salesforce Record to reps — common use cases include routing webinar registrants, badge scans, or content downloads.
We also include CRM actions in our Flow Builder that automatically create events, assign ownership, notify reps, and enforce SLAs so they strike while the iron is hot.
The key to our outbound sales approach is personalized outreach that clearly demonstrates the value of our product.
We use Clay to automatically enrich prospect data and enable our reps with a complete profile they can use to tailor their outbound messaging.
Every lead that passes through Distro is sent to Clay, where they are enriched with additional people and company data, like:
We then generate a report for our SDRs containing a number of data points that give them more context around their deal, like what tools the prospect uses, notable customers, and main competitors.
In addition to our prospect report, we’ve also built our own internal tool that uses Clay data to automatically capture screenshots of our prospect’s demo and home pages.
We then use those to create and personalize product gifs, showing them what Concierge and Chat would look like on their website.
This is our secret sauce. These gifs are simple, but allow the prospect to see what our products will look like on their website. Immediately, they understand our product and can easily imagine the impact it will have on their conversion rates.
We started creating these manually for each client, then eventually scaled it using virtual assistants. But now, it’s all completely automated using Clay, Urlbox, and some crafty internal engineering.
After we've notified the SDRs of the new account, equipped them with enriched data, and created the gif overlay — we let the SDRs add their own personal creativity for the last mile.
Our main goal is to automate the manual parts of SDR outreach as much as possible, to give SDRs creativity and freedom to personalize outreach where it counts.
This play drives nearly 500 meetings a quarter. It works because:
It’s simple, scalable, and most importantly, it works.
Outbound sales can feel impersonal — a numbers game. But with the right tools and some creativity, you can make it personal at scale. You can show prospects that you get them before you’ve even had a conversation.
This play isn’t just a tactic. It’s a philosophy: every lead deserves to feel like your #1 priority. And with the right system in place, they can
I also prefer that we keep our last mile for our SDRs to add their personality into the mix because a future where robots talk to robots is not a very inspiring future. 🤖
If you want to try this spicy use case yourself, learn more about Chili Piper Distro here.
Also if you’re not doing so already, be sure to follow Jonathan on LinkedIn — he shares spicy Chili Piper tips and tricks regularly.
In the meantime, stay spicy 🌶️