Chili Piper

Streamline meeting booking and improve sales team efficiency.

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Today’s AI Tool is Chili Piper

TLDR

Chili Piper is an AI-powered scheduling and lead routing tool designed to streamline meeting booking and improve sales team efficiency.

Problem It Addresses

Sales teams often face delays and inefficiencies when trying to schedule meetings with prospects, leading to lost opportunities. Manual lead routing and handoffs between marketing and sales can result in poor conversion rates and fragmented customer experiences.

Solution 

Chili Piper automates the scheduling process by allowing prospects to instantly book meetings from emails, web forms, and landing pages. It also provides intelligent lead routing to ensure the right salesperson is automatically assigned to each prospect.

Here’s how it delivers value:

  • Increases conversion rates by reducing the time from lead capture to meeting booked.

  • Improves sales productivity through automated scheduling and seamless calendar integration.

  • Enhances customer experience with instant, user-friendly booking and follow-up.

PRESENTED BY HONEYBOOK

Unlock AI-powered productivity

HoneyBook is how independent businesses attract leads, manage clients, book meetings, sign contracts, and get paid.

Plus, HoneyBook’s AI tools summarize project details, generate email drafts, take meeting notes, predict high-value leads, and more.

Think of HoneyBook as your behind-the-scenes business partner—here to handle the admin work you need to do, so you can focus on the creative work you want to do.

Today’s Clay Workflow

Automate monthly or quarterly account reviews


This Claybook shows you how to automate account reviews using Clay, pulling in up-to-date data from CRMs, product usage tools, support systems, and more to generate a living, breathing snapshot of each account.

Instead of chasing down context, your team gets a single view that includes:

  • Health rating + reasoning

  • Current use cases and feature adoption

  • Product feedback and support history

  • Risks to renewal

  • Opportunities for expansion

How it works: 

  • Import account data from anywhere: CRM, data warehouse, support tool, billing software, Gong, etc. 

  • Customize account review inputs: create columns for every relevant data point your import

  • Use AI to automate reviews: plug those account inputs into an AI prompt that summarizes and scores account healthLearn More

If you’re in sales, marketing or revenue operations, Clay is the most powerful skill you can learn. If you’re not sure how to use Clay yet, check out my YouTube channel to get started.

Clay Tutorial: Part I - Create Personalized Messaging at Scale
Clay Tutorial: Part II - Extract Data from Product Hunt Using Chrome Extension
Clay Tutorial Part III - Clay Webhooks and Power Automate

Plus, here’s a webinar I hosted on how to automate outbound with intent signals


If you want more Clay credits to start, you can get 3,000 credits with my referral link.

PRESENTED BY SELECTSOFTWARE

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Thanks for Reading

Have a great day! If we’re not already connected, reach out to me on LinkedIn!

Joey Fiorie

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