THE AI SDR PLAYBOOK

10 Proven Strategies for Pipeline Generation with Piper the AI SDR Agent

Piper the AI SDR is revolutionizing pipeline generation for B2B marketing teams. She can engage prospects, capture leads, and convert buyers across both the website and inbox, 24x7. Wondering how Piper can help you unlock more pipeline? Check out the 10 key plays below to get started.

Schedule a Demo
PLAY
1

Piper the AI SDR Handles Lead Follow-Up

Piper follows up with qualified buyers over email as soon as they show interest. This bypasses manual workflows required of human SDRs and accelerates speed-to-lead from days to minutes.

1
LEAD CAPTURE

Use forms across your website to convert interested buyers into leads for your sales team.

2
MEETING OFFERED

Instantly qualify leads and offer to get a meeting on the books to keep the buyer engaged.

3
FOLLOW-UP EMAIL

If no meeting is booked, Piper immediately sends a bespoke email with the option to book time.

PLAY
2

Piper the AI SDR Syncs with Outbound

Piper partners with your outbound SDRs to deliver a totally omnichannel experience. Once buyers arrive from an outbound email, she can seamlessly continue the conversation on the website.

1
OUTBOUND SDR EMAIL

Outbound SDRs research cold accounts then send a custom email driving them to your website.

2
PROACTIVE PIPER POUNCE

Piper welcomes the buyer with a personalized message that references the outbound email.

PLAY
3

Piper the AI SDR Engages High Intent Buyers

Piper automatically identifies which website visitors are showing high buying intent based on your go-to-market data then takes quick action to keep buyers engaged with your brand.

1
BUYER INTENT IDENTIFICATION

Piper uses all available GTM data 
and website activity to understand
 buyer intent.

2
FOLLOW-UP EMAIL

Piper automatically sends an email addressing recent browsing history with the option to book time.

3
MEETING BOOKING

Piper instantly books a meeting with 
the buyer’s dedicated sales team, boosting pipeline.

PLAY
4

Piper the AI SDR Does Event Outreach

Piper does pre-event outreach to book time with known leads then follows up after the event to keep the conversation moving forward. This is a surefire way to maximize event ROI.

1
PRE-EVENT EMAIL

Have Piper reach out to leads for upcoming events so your team can book time and connect in person.

2
POST-EVENT EMAIL

Load up post-event lead lists then have Piper automatically send relevant content to stay connected.

3
DEMO BOOKING

Piper proactively greets buyers on the website and works toward her goals to move the conversation forward.

PLAY
5

Piper the AI SDR Accelerates Deal Cycles

Piper recognizes when buying intent from an open opportunity is heating up or cooling down then takes swift action to keep the buyer engaged and the sales team informed.

1
BUYER INTENT IDENTIFICATION

Piper uses GTM data to understand fluctuations in buyer intent and how an opportunity is progressing.

2
MARKETING OFFER

Piper offers an exclusive invite to an upcoming event, keeping the buyer engaged.

3
WORKFLOW TRIGGERS

Piper automatically tracks all activity across relevant systems to keep revenue teams informed.

PLAY
6

Piper the AI SDR Maximizes Account-Based Marketing

Piper knows the moment a target account arrives on the website then quickly engages them with a personalized experience to capitalize on the ‘magic moment’ when their interest is piqued.

1
ABM LINKEDIN AD

Serve targeted ads to your most important accounts, driving them to 
your website.

2
LEAD CAPTURE

Piper surfaces relevant marketing content to capture leads and foster ongoing engagement.

3
SALES HANDOFF

Piper hooks the buyer into a conversation then hands them off to their dedicated account owner.

PLAY
7

Piper the AI SDR Follows Up with Content Downloads

Piper harnesses valuable marketing content to engage buyers and capture their email. She can then add them to a sequence, keeping the buyer engaged with regular touchpoints.

1
LEAD CAPTURE

Piper uses content like ebooks, case studies, or whitepapers to capture emails of potential buyers.

2
FOLLOW-UP EMAIL

Piper sends a quick follow up to share the downloaded content and offers to book time.

3
MEETING BOOKING

When the buyer is ready to move forward, Piper books time with their dedicated sales team.

PLAY
8

Piper the AI SDR Facilitates Customer Expansions

Piper works to expand into your customer base by amplifying product news and booking demos, giving your sales team more upsell opportunities that convert into revenue.

1
MARKETING CAMPAIGN

Promote new products and features to your existing customer base with a one-to-many campaign.

2
FOLLOW-UP EMAIL

Piper will follow up with each contact at each account on behalf of the assigned account manager.

3
DEMO BOOKING

When the customer is ready to learn more, Piper will answer questions and get a demo booked.

PLAY
9

Piper the AI SDR Revives Dead Deals

Piper notices when buyers from closed/lost opportunities are showing renewed interest. She takes swift action to engage the account then schedules time with their dedicated sales team.

1
BUYER SEGMENTATION

Piper automatically segments website visitors based on criteria that’s important to your business.

2
PIPER POUNCE

Recognizing renewed interest from closed/lost accounts, Piper engages buyers with a personalized greeting.

3
MEETING BOOKING

She then works to get a meeting on the books with the assigned sales rep, moving the deal forward.

PLAY
10

Piper the AI SDR Deflects Time-Wasters

Piper safeguards your sales reps’ calendars by only booking time with the right prospects. For “tire kickers” or unqualified buyers, Piper redirects them to self-serve resources.

1
BUYER SEGMENTATION

Piper automatically segments website visitors to organize and prioritize buyers in a way that works for your business.

2
REAL-TIME CONVERSATION

Piper answers visitor questions and uses this insight to understand the reason for their visit.

3
ROUTING & REDIRECT

Piper works toward her goals of either connecting to a sales rep or deflecting to support resources.

Piper the AI SDR operates across both the website and email to engage prospects, capture leads, and convert buyers into pipeline around the clock. Ready to see how she can boost your pipeline?

Schedule a demo
Piper