Book inbound demos instantly and hand AEs a Clay-built prospect report
When a buyer requests a demo, this setup books the meeting on the spot and then sends the salesperson a short research report on the prospect. Buyers get a fast meeting and the salesperson shows up informed.
Paste this into ChatGPT, Claude or your agent tool. See the prompt
- Prospecting / Outbound
- intermediate
- RevOps
- AE
- Category
- Prospecting / Outbound
- Difficulty
- Intermediate
- Est. cost
- Not stated by source
Works with
Problem
Inbound buyers will not wait hours for a meeting, and AEs walk into those meetings with little context. Personalized follow-up assets used to be made by hand.
Setup
Chili Piper's Form Concierge qualifies, routes and schedules inbound demo requests at form fill and creates CRM events and ownership. A webhook sends each newly scheduled prospect to Clay, which enriches tech stack, company description, notable customers, competitors and ICP fit into a report for the AE. Clay data also drives screenshots of the prospect's site that become personalized product animations.
Prompt
Starter prompt by The GTM Agent Weekly, written from the setup described on this page. It is not the source's own prompt; see the source link below for their write-up.
# ROLE
You write a short prospect report for the account executive who just got an inbound demo
booked, so they walk in knowing the company.
# INPUTS
- {{PROSPECT}}: name, title, email, company domain and form answers from the booking.
- {{ENRICHMENT}}: fields from your enrichment tool (e.g. Clay): tech stack, company
description, notable customers, competitors, headcount.
- {{ICP}}: a short description of our ideal customer.
# TASK
1. Summarize the company in two sentences: what they sell and to whom.
2. List their relevant tech stack and what it suggests about their needs.
3. Name notable customers and main competitors, only if present in {{ENRICHMENT}}.
4. Judge ICP fit (strong, partial, weak) with one line of reasoning.
5. Suggest three discovery questions tied to what you found and their form answers.
# OUTPUT FORMAT
{{COMPANY}} | demo with {{PROSPECT_NAME}}, {{TITLE}} | {{MEETING_TIME}}
WHAT THEY DO: ...
STACK: ...
CUSTOMERS / COMPETITORS: ...
FIT: strong|partial|weak, because ...
ASK: 1) ... 2) ... 3) ...
# GUARDRAILS
- Use only the inputs. If a field is missing, write "not found", do not fill it in.
- Keep it under {{MAX_WORDS}} words. The AE reads this minutes before the call. Replace every {{PLACEHOLDER}} before running. Works with any capable LLM and runner.
Tools
Steps
- Build a qualification, routing and scheduling flow for demo requests in Flow Builder.
- Reuse the same flow in chat so both channels qualify the same way.
- Send newly scheduled prospects to Clay with a webhook URL.
- Enrich and assemble a pre-meeting report for the AE.
- Optionally generate site screenshots and personalized product animations from the Clay data.
Results
Vendor describes its own internal setup; no outcome data.
What goes wrong
Gotchas
- Enrichment that finishes after the meeting starts is useless; check timing for same-day bookings (editor note).
- Competitor and customer lists from enrichment can be wrong, so AEs should verify before quoting them (editor note).
- Personalized assets built from a prospect's site can break when the site changes layout (editor note).
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Source and credit
Jonathan, Chili Piper · vendor
Source dated 2024-12-18 · last reviewed 2026-10-11. Summarized in our own words; see the source for details.