The Playbook for Setting Up and Measuring Piper the AI SDR
Join the Qualified team as they dive into measuring success with Piper the AI SDR.
Sarah Casteel
Join the Qualified team as they dive into measuring success with Piper the AI SDR.
Representative (AI SDR) like Piper—it’s how to set her up for success.
At Qualified, we love watching organizations launch Piper effectively. With the right plan in place, companies can quickly unlock her full potential and drive untapped pipeline and revenue.
From defining her role to tracking her impact, here’s everything you need to know about setting up Piper for success so that she scales your sales efforts to maximum capacity.
Piper’s success starts with a clearly defined role and vision for what you want her to achieve. Unlike a human SDR, whose availability is limited by working hours, geographic location, or bandwidth, Piper operates 24/7 to engage visitors, capture leads, and convert prospects into pipeline.
Her potential is limitless, but her role isn’t a one-size-fits-all process. Organizations strategically tailor Piper’s role to align with their unique sales goals. Piper is used in diverse ways through email and across websites to capture and nurture leads. Here are the three most common strategies we see Piper’s capabilities used for:
No coverage? No problem. In this use case, Piper steps in to handle ICP traffic during off-hours, weekends, holidays, or periods of high volume when human SDRs aren’t available. The goal is to ensure that no visitor slips away, so your pipeline is constantly growing.
Katie O’Neil, Qualified’s Director of Customer Strategy, showcases how customers leverage this strategy to maximize off-hours engagement. In the demo, Piper seamlessly steps in to engage Corey, a high-value visitor who clicked a LinkedIn ad late at night. Using CRM data, Piper dynamically personalizes her approach, greeting Corey with a tailored invitation to register for an event, ensuring no opportunity is missed—even when the human team is offline.
Ideal metrics: Because Piper is not working the same traffic that a human SDR would be working in this scenario, giving her a full quota is not the best metric to hold her accountable for. Meetings booked during off-hours, visit-to-chat conversation rates, and consistent traffic coverage are better ways to measure her effectiveness in this use case.
In this scenario, think of Piper as your company’s liaison. When deployed as the first point of contact, Piper takes charge and engages your inbound traffic, qualifies leads, and seamlessly hands off high-value prospects to human SDRs only when the time is right.
In this use case, Piper starts the conversations, provides valuable information to visitors, and transitions them to a human sales rep once the prospect is ready to engage further. While she doesn’t book meetings directly in this scenario, she ensures sales reps receive highly qualified leads. Sales teams love this because it lets them focus on meaningful, high-value conversations.
Katie captures this process in her demo, showcasing how Piper seamlessly supports a modern approach to inbound strategy. In her example, a visitor fills out a form and begins navigating the website. Piper instantly springs into action, sending a personalized email that references the visitor’s browsing activity and includes a direct meeting link for the assigned SDR.
Amazingly, Piper doesn’t stop there—she continues to monitor and guide the interaction, ensuring the prospect remains engaged and transitions smoothly to the sales rep when ready, leaving no opportunity overlooked.
Ideal metrics: Since Piper isn’t directly booking meetings in this scenario, metrics should reflect her primary role as a conversation starter and qualifier. Key metrics should include:
These metrics best demonstrate Piper’s effectiveness in accelerating pipeline and streamlining the sales process.
In this use case, Piper operates independently, managing all website traffic, engaging visitors, answering their questions, and booking meetings directly with assigned sales reps. Functioning as a fully ramped SDR, Piper provides uninterrupted coverage, ensuring every visitor receives timely and personalized engagement, no matter the time of day.
Katie O’Neil, Qualified’s Director of Customer Strategy, demonstrates how companies take advantage of this strategy to maximize inbound pipeline generation. In the demo, Piper engages a visitor browsing the website, answers their questions about integrations, and seamlessly books a meeting by accessing Salesforce to identify the correct rep and display their live calendar. Piper’s ability to handle the entire interaction autonomously showcases the power of this use case in eliminating gaps and boosting efficiency.
In this scenario, Piper operates independently, engaging every website visitor, answering their questions, and directly booking meetings with the assigned sales reps. She essentially functions as a fully ramped human SDR, but with the ability to operate around the clock.
Ideal metrics: To measure Piper’s success in this use case, the primary focus should be on meetings booked. Start by analyzing the average number of meetings booked by your human SDRs using Qualified, and set Piper’s goal based on that benchmark. However, to ensure these metrics accurately assess her performance, Piper must have full access across your entire website. If her quota aligns with that of a human SDR, but her access is limited to only a fraction of the website, it won’t be possible to evaluate her against SDR-level attainment fairly. By providing full access, you’ll have a complete picture of Piper’s ability to drive consistent pipeline growth and perform on par with your top-performing SDRs.
Clearly defining Piper’s role is critical for setting realistic goals and aligning her performance metrics with your broader sales strategy. Once that’s done, it’s time to get her onboarded!
Unlike human SDRs, who require weeks of training, shadowing, and ramping, Piper’s onboarding process is faster and more efficient. Still, thoughtful setup and iteration are key to her success.
Piper’s capabilities go beyond booking meetings. You can maximize her value across your entire inbound motion by leveraging her full functionality. Here’s what else she can do:
AI SDRs like Piper represent the future of pipeline generation. By thoughtfully defining her role, ramping her up strategically, aligning metrics to her goals, and leveraging her full capabilities, you can scale efficiently, personalize buyer experiences, and drive consistent results.
Ready to see what Piper can do for your team?
Stay up to date with weekly drops of fresh B2B marketing and sales content.
Join the Qualified team as they dive into measuring success with Piper the AI SDR.
Representative (AI SDR) like Piper—it’s how to set her up for success.
At Qualified, we love watching organizations launch Piper effectively. With the right plan in place, companies can quickly unlock her full potential and drive untapped pipeline and revenue.
From defining her role to tracking her impact, here’s everything you need to know about setting up Piper for success so that she scales your sales efforts to maximum capacity.
Piper’s success starts with a clearly defined role and vision for what you want her to achieve. Unlike a human SDR, whose availability is limited by working hours, geographic location, or bandwidth, Piper operates 24/7 to engage visitors, capture leads, and convert prospects into pipeline.
Her potential is limitless, but her role isn’t a one-size-fits-all process. Organizations strategically tailor Piper’s role to align with their unique sales goals. Piper is used in diverse ways through email and across websites to capture and nurture leads. Here are the three most common strategies we see Piper’s capabilities used for:
No coverage? No problem. In this use case, Piper steps in to handle ICP traffic during off-hours, weekends, holidays, or periods of high volume when human SDRs aren’t available. The goal is to ensure that no visitor slips away, so your pipeline is constantly growing.
Katie O’Neil, Qualified’s Director of Customer Strategy, showcases how customers leverage this strategy to maximize off-hours engagement. In the demo, Piper seamlessly steps in to engage Corey, a high-value visitor who clicked a LinkedIn ad late at night. Using CRM data, Piper dynamically personalizes her approach, greeting Corey with a tailored invitation to register for an event, ensuring no opportunity is missed—even when the human team is offline.
Ideal metrics: Because Piper is not working the same traffic that a human SDR would be working in this scenario, giving her a full quota is not the best metric to hold her accountable for. Meetings booked during off-hours, visit-to-chat conversation rates, and consistent traffic coverage are better ways to measure her effectiveness in this use case.
In this scenario, think of Piper as your company’s liaison. When deployed as the first point of contact, Piper takes charge and engages your inbound traffic, qualifies leads, and seamlessly hands off high-value prospects to human SDRs only when the time is right.
In this use case, Piper starts the conversations, provides valuable information to visitors, and transitions them to a human sales rep once the prospect is ready to engage further. While she doesn’t book meetings directly in this scenario, she ensures sales reps receive highly qualified leads. Sales teams love this because it lets them focus on meaningful, high-value conversations.
Katie captures this process in her demo, showcasing how Piper seamlessly supports a modern approach to inbound strategy. In her example, a visitor fills out a form and begins navigating the website. Piper instantly springs into action, sending a personalized email that references the visitor’s browsing activity and includes a direct meeting link for the assigned SDR.
Amazingly, Piper doesn’t stop there—she continues to monitor and guide the interaction, ensuring the prospect remains engaged and transitions smoothly to the sales rep when ready, leaving no opportunity overlooked.
Ideal metrics: Since Piper isn’t directly booking meetings in this scenario, metrics should reflect her primary role as a conversation starter and qualifier. Key metrics should include:
These metrics best demonstrate Piper’s effectiveness in accelerating pipeline and streamlining the sales process.
In this use case, Piper operates independently, managing all website traffic, engaging visitors, answering their questions, and booking meetings directly with assigned sales reps. Functioning as a fully ramped SDR, Piper provides uninterrupted coverage, ensuring every visitor receives timely and personalized engagement, no matter the time of day.
Katie O’Neil, Qualified’s Director of Customer Strategy, demonstrates how companies take advantage of this strategy to maximize inbound pipeline generation. In the demo, Piper engages a visitor browsing the website, answers their questions about integrations, and seamlessly books a meeting by accessing Salesforce to identify the correct rep and display their live calendar. Piper’s ability to handle the entire interaction autonomously showcases the power of this use case in eliminating gaps and boosting efficiency.
In this scenario, Piper operates independently, engaging every website visitor, answering their questions, and directly booking meetings with the assigned sales reps. She essentially functions as a fully ramped human SDR, but with the ability to operate around the clock.
Ideal metrics: To measure Piper’s success in this use case, the primary focus should be on meetings booked. Start by analyzing the average number of meetings booked by your human SDRs using Qualified, and set Piper’s goal based on that benchmark. However, to ensure these metrics accurately assess her performance, Piper must have full access across your entire website. If her quota aligns with that of a human SDR, but her access is limited to only a fraction of the website, it won’t be possible to evaluate her against SDR-level attainment fairly. By providing full access, you’ll have a complete picture of Piper’s ability to drive consistent pipeline growth and perform on par with your top-performing SDRs.
Clearly defining Piper’s role is critical for setting realistic goals and aligning her performance metrics with your broader sales strategy. Once that’s done, it’s time to get her onboarded!
Unlike human SDRs, who require weeks of training, shadowing, and ramping, Piper’s onboarding process is faster and more efficient. Still, thoughtful setup and iteration are key to her success.
Piper’s capabilities go beyond booking meetings. You can maximize her value across your entire inbound motion by leveraging her full functionality. Here’s what else she can do:
AI SDRs like Piper represent the future of pipeline generation. By thoughtfully defining her role, ramping her up strategically, aligning metrics to her goals, and leveraging her full capabilities, you can scale efficiently, personalize buyer experiences, and drive consistent results.
Ready to see what Piper can do for your team?
Stay up to date with weekly drops of fresh B2B marketing and sales content.
Representative (AI SDR) like Piper—it’s how to set her up for success.
At Qualified, we love watching organizations launch Piper effectively. With the right plan in place, companies can quickly unlock her full potential and drive untapped pipeline and revenue.
From defining her role to tracking her impact, here’s everything you need to know about setting up Piper for success so that she scales your sales efforts to maximum capacity.
Piper’s success starts with a clearly defined role and vision for what you want her to achieve. Unlike a human SDR, whose availability is limited by working hours, geographic location, or bandwidth, Piper operates 24/7 to engage visitors, capture leads, and convert prospects into pipeline.
Her potential is limitless, but her role isn’t a one-size-fits-all process. Organizations strategically tailor Piper’s role to align with their unique sales goals. Piper is used in diverse ways through email and across websites to capture and nurture leads. Here are the three most common strategies we see Piper’s capabilities used for:
No coverage? No problem. In this use case, Piper steps in to handle ICP traffic during off-hours, weekends, holidays, or periods of high volume when human SDRs aren’t available. The goal is to ensure that no visitor slips away, so your pipeline is constantly growing.
Katie O’Neil, Qualified’s Director of Customer Strategy, showcases how customers leverage this strategy to maximize off-hours engagement. In the demo, Piper seamlessly steps in to engage Corey, a high-value visitor who clicked a LinkedIn ad late at night. Using CRM data, Piper dynamically personalizes her approach, greeting Corey with a tailored invitation to register for an event, ensuring no opportunity is missed—even when the human team is offline.
Ideal metrics: Because Piper is not working the same traffic that a human SDR would be working in this scenario, giving her a full quota is not the best metric to hold her accountable for. Meetings booked during off-hours, visit-to-chat conversation rates, and consistent traffic coverage are better ways to measure her effectiveness in this use case.
In this scenario, think of Piper as your company’s liaison. When deployed as the first point of contact, Piper takes charge and engages your inbound traffic, qualifies leads, and seamlessly hands off high-value prospects to human SDRs only when the time is right.
In this use case, Piper starts the conversations, provides valuable information to visitors, and transitions them to a human sales rep once the prospect is ready to engage further. While she doesn’t book meetings directly in this scenario, she ensures sales reps receive highly qualified leads. Sales teams love this because it lets them focus on meaningful, high-value conversations.
Katie captures this process in her demo, showcasing how Piper seamlessly supports a modern approach to inbound strategy. In her example, a visitor fills out a form and begins navigating the website. Piper instantly springs into action, sending a personalized email that references the visitor’s browsing activity and includes a direct meeting link for the assigned SDR.
Amazingly, Piper doesn’t stop there—she continues to monitor and guide the interaction, ensuring the prospect remains engaged and transitions smoothly to the sales rep when ready, leaving no opportunity overlooked.
Ideal metrics: Since Piper isn’t directly booking meetings in this scenario, metrics should reflect her primary role as a conversation starter and qualifier. Key metrics should include:
These metrics best demonstrate Piper’s effectiveness in accelerating pipeline and streamlining the sales process.
In this use case, Piper operates independently, managing all website traffic, engaging visitors, answering their questions, and booking meetings directly with assigned sales reps. Functioning as a fully ramped SDR, Piper provides uninterrupted coverage, ensuring every visitor receives timely and personalized engagement, no matter the time of day.
Katie O’Neil, Qualified’s Director of Customer Strategy, demonstrates how companies take advantage of this strategy to maximize inbound pipeline generation. In the demo, Piper engages a visitor browsing the website, answers their questions about integrations, and seamlessly books a meeting by accessing Salesforce to identify the correct rep and display their live calendar. Piper’s ability to handle the entire interaction autonomously showcases the power of this use case in eliminating gaps and boosting efficiency.
In this scenario, Piper operates independently, engaging every website visitor, answering their questions, and directly booking meetings with the assigned sales reps. She essentially functions as a fully ramped human SDR, but with the ability to operate around the clock.
Ideal metrics: To measure Piper’s success in this use case, the primary focus should be on meetings booked. Start by analyzing the average number of meetings booked by your human SDRs using Qualified, and set Piper’s goal based on that benchmark. However, to ensure these metrics accurately assess her performance, Piper must have full access across your entire website. If her quota aligns with that of a human SDR, but her access is limited to only a fraction of the website, it won’t be possible to evaluate her against SDR-level attainment fairly. By providing full access, you’ll have a complete picture of Piper’s ability to drive consistent pipeline growth and perform on par with your top-performing SDRs.
Clearly defining Piper’s role is critical for setting realistic goals and aligning her performance metrics with your broader sales strategy. Once that’s done, it’s time to get her onboarded!
Unlike human SDRs, who require weeks of training, shadowing, and ramping, Piper’s onboarding process is faster and more efficient. Still, thoughtful setup and iteration are key to her success.
Piper’s capabilities go beyond booking meetings. You can maximize her value across your entire inbound motion by leveraging her full functionality. Here’s what else she can do:
AI SDRs like Piper represent the future of pipeline generation. By thoughtfully defining her role, ramping her up strategically, aligning metrics to her goals, and leveraging her full capabilities, you can scale efficiently, personalize buyer experiences, and drive consistent results.
Ready to see what Piper can do for your team?
Discover how we can help you convert more prospects into pipeline–right from your website.
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