Introduction

Piper the AI SDR is a game-changer for companies looking to maximize lead engagement and pipeline growth. By automating key interactions around the clock, Piper ensures every visitor gets timely engagement—whether during off-hours, peak traffic, or as the initial touchpoint for high-value accounts. 

This guide covers proven strategies and real-world success stories from companies like FreshBooks, Cin7, and Demandbase, showing how Piper enhances lead capture and streamlines SDR workflows. Follow these best practices to turn your website into a lead-generation engine and drive higher-quality sales opportunities.

Key Benefits of Piper

• Continuous Engagement: Interact with website visitors 24/7, capturing leads even during off-hours.
• Scalable Interaction: Manage multiple visitor engagements simultaneously during peak traffic periods.
• Targeted Lead Routing: Identify and prioritize high-value leads, directing them to your sales team for personalized follow-up.

Strategy 1: Piper Fills the Gaps

Best Practice: Use Piper to fill engagement gaps during off-hours and peak traffic, ensuring every lead receives timely interaction and qualification.

Piper for Off-Hours

Use Case: After business hours, Piper steps in to engage and qualify visitors, capturing leads when your team is offline.

• Customer Example: FreshBooks implemented Piper to engage visitors outside of business hours, which led to a 6x increase in inbound sales revenue. With Piper capturing leads when the team wasn’t available, FreshBooks maximized their off-hours website traffic.
• Key Tactics:
  • Use Piper Pounce to connect with off-hours visitors, making engagement feel immediate.
  • Set up Piper Goals for qualified visitors to schedule meetings, giving them a clear path to connect with a human SDR or AE later.

Piper for High-Volume Website Traffic

Use Case: Piper can manage multiple interactions at the same time, ensuring prompt engagement and qualification during high-traffic periods without overwhelming your SDRs.

• Customer Example: Cin7 deployed Piper to handle over 600 visitor interactions within their first month, achieving an 81% meeting booking rate. With Piper’s support, Cin7 was able to manage peak traffic while maximizing lead capture.
• Key Tactics
  • Prioritize high-quality leads for live conversations with your SDRs, ensuring top prospects receive focused attention.
  • Automate engagement for all other visitors to answer questions and handing off qualified leads to your SDRs for live conversations.

Results & ROI: With Piper in place, FreshBooks and Cin7 captured leads that may have been missed, strengthening their pipelines and enhancing overall engagement during off-hours and peak times.

Strategy 2: Piper on the Front Lines

Best Practice: Position Piper as the first touchpoint for visitors, managing initial interactions and handing off qualified leads to your sales team for personalized follow-up.

Piper Target Account Handoff

Use Case: Piper identifies high-value visitors from target accounts and initiates engagement, then seamlessly hands off to SDRs for a more personalized approach.

• Customer Example: Demandbase used Piper to engage key accounts, resulting in a 2x increase in pipeline and saving $80K in SDR headcount. By shifting their strategy to focus on efficiency with Piper, Demandbase's inbound sales team saved over 100 hours per month, enabling SDRs to concentrate on higher-impact interactions.
• Key Tactics:
  • Use experiences to target high-value accounts as they arrive and enable Piper Pounce, ensuring prompt engagement from Piper for these critical leads.
  • Fast-track these leads to SDRs, allowing the sales team to jump in for a live conversation.

Piper ICP Visitor Handoff

Use Case: Piper qualifies visitors based on your Ideal Customer Profile (ICP), then hands them to SDRs for deeper conversations.

• Customer Example: FreshBooks saw a 10x increase in lead creation and a 5x increase in closed/won deals by qualifying visitors against their ICP. This ensured that their SDRs were spending time with leads that fit their target audience.
• Key Tactics:
  • Automate ICP-based qualification using Piper Goals to quickly filter for the most promising leads.
  • Prioritize the handoff to SDRs, creating a smooth and efficient transition from automated to human-led engagement.

Results & ROI: By handling initial qualification and focusing on high-potential leads, Piper enabled Demandbase and FreshBooks to make their SDR teams more efficient, allowing them to focus on high-impact conversations and increasing lead quality.

Strategy 3: Piper Flies Solo

Best Practice: Allow Piper to function independently as a full-service SDR, managing inbound lead qualification so SDRs can focus on outbound efforts and strategic tasks.

Piper All The Time

Use Case: Implement Piper to manage all inbound interactions continuously, providing immediate engagement and automated lead qualification for every visitor.

• Customer Example: FreshBooks deployed Piper to handle ongoing engagement, resulting in a significant increase in inbound sales revenue. With Piper always on, FreshBooks captured and qualified leads continuously, optimizing their pipeline.
• Key Tactics:
  • Configure AI Studio with content sources to answer frequently asked questions, providing instant support without requiring SDR involvement.
  • Enable Piper Buttons to offer a meeting booking option so qualified leads can book meetings directly with SDRs, streamlining the appointment-setting process.

Results & ROI: For companies like FreshBooks, allowing Piper to operate independently improved lead capture, reduced response times, and enabled SDRs to focus on high-impact tasks.

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