How We Use Chili Piper and Clay To Automate Our Personalized SDR Outreach

Batıkan Erdoğan
November 18, 2024
min to read

How We Use Chili Piper and Clay To Automate Our Personalized SDR Outreach

Batıkan Erdoğan
November 18, 2024
min to read

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.

Route leads to the right SDR using Data, Signals, and Chili Piper Distro

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: :

  1. Account Score determined via Goodfit
  2. Champion Tracking Signals via UserGems
  3. Churned Logos

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. 

Use Clay to automatically enrich prospect data and enable reps

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:

  • Tech stack
  • Company description
  • Notable customers
  • Main competitors
  • Ideal customer profile (ICP)
  • Homepage and Demo page URLs

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. 

Automated product gifs for personalized follow-up

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. 

The Actual Follow-Up

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.

Conclusion

This play drives nearly 500 meetings a quarter. It works because:

  1. Speed matters—Distro (our product for routing leads)  ensures no lead waits for follow-up.
  2. Personalization wins—Clay gives our reps the insights they need.
  3. Visuals sell—Our automated gifs make the value of our product immediately clear.

It’s simple, scalable, and most importantly, it works.

Why This Matters

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. 🤖

What’s next? 

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 🌶️

Batıkan Erdoğan

Batıkan is the Head of Growth & Conversion Systems at Chili Piper, and he's often referred to as the "Swiss Army Knife" of the team. When he's not driving growth and achieving milestones, you can find him spending quality time with his dog Maya 🐶 or exploring the latest video games 👾. Batıkan is passionate about leveraging data and insights to optimize strategies and fuel the company's success. Feel free to connect with him on LinkedIn.

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.

Route leads to the right SDR using Data, Signals, and Chili Piper Distro

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: :

  1. Account Score determined via Goodfit
  2. Champion Tracking Signals via UserGems
  3. Churned Logos

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. 

Use Clay to automatically enrich prospect data and enable reps

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:

  • Tech stack
  • Company description
  • Notable customers
  • Main competitors
  • Ideal customer profile (ICP)
  • Homepage and Demo page URLs

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. 

Automated product gifs for personalized follow-up

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. 

The Actual Follow-Up

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.

Conclusion

This play drives nearly 500 meetings a quarter. It works because:

  1. Speed matters—Distro (our product for routing leads)  ensures no lead waits for follow-up.
  2. Personalization wins—Clay gives our reps the insights they need.
  3. Visuals sell—Our automated gifs make the value of our product immediately clear.

It’s simple, scalable, and most importantly, it works.

Why This Matters

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. 🤖

What’s next? 

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 🌶️

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