Sales workspace

A Week of Outreach,
Sent by Lunch

River is an AI assistant that works alongside you on every part of selling, from prospecting to closing. Tackle it together and spend more of your day actually selling.

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The Playbook

Run Your Entire Sales Motion

A sampling of what one rep can run in River, from prospecting to close. Real tools, live integrations, agentic workflows, and computer use, all in one place.

Prospecting & Research

Search Apollo for ideal-fit leads by title, industry, headcount, geography, and seniority, pulled straight into River with no CSV export.

Reveal verified emails for a whole prospect list through Apollo in one pass, no upload-and-download cycle.

Use computer use to open a prospect's LinkedIn, read their recent posts, and summarize what they care about before the first call.

Mine X and Reddit with web research for buying signals: a prospect publicly venting about their current tool is a live lead.

Pull a company's open job postings from Apollo to infer budget, priorities, and tech stack before outreach.

Enrich an account with Apollo firmographics: funding stage, headcount, tech stack, and recent news.

Map every employee at a target account with Apollo and label the economic buyer, champion, and blocker.

Find people discussing a competitor on LinkedIn and X with web research and surface them as warm displacement targets.

Use computer use to capture a prospect's pricing and product pages and save them to River for pre-call prep.

Research a prospect's latest press and news and summarize the talking points into a doc.

Outreach & Sequencing

Draft a full cold email sequence in River and push it live to Instantly without leaving the chat.

Generate personalized first lines at scale by enriching each prospect and writing a tailored opener per record.

A/B test subject lines: draft three variants per segment, build them in Instantly, and compare open rates.

Build multi-channel outreach in one go: an Instantly email sequence, a LinkedIn message, and a call script in one doc.

Pull Instantly campaign performance (opens, replies, bounces) into River without a second login.

Write one-off, high-priority emails and save them as Gmail drafts for review before you send.

Manage Instantly sending accounts and warm-up health from inside River.

Build a re-engagement drip for stalled leads: River writes the copy, Instantly runs the sequence.

Triage your inbox each morning: River reads Gmail, ranks hot replies, and drafts responses for approval.

Keep a sequence honest: pause a campaign in Instantly the moment a prospect replies.

CRM & Pipeline

Create and maintain contact records in River, linked to their company and deal.

Log every call, email, and meeting against a contact in real time.

Track deal stage, value, close date, and owner with notes attached to each deal.

Map every stakeholder on an account (buyer, champion, legal, detractor) in a stakeholder doc.

Link a company to all its contacts, deals, and interactions for a one-click account picture.

Set follow-up tasks tied to a deal, each with an AI-drafted message ready to send.

Build a pipeline health dashboard: deals by stage, days in stage, and at-risk accounts.

Sync deal stages and notes back to Apollo so you never double-enter.

Call Prep & Meeting Intelligence

Generate a 60-second pre-call brief: company overview, recent signals, likely pains, and discovery questions.

Build battle cards and demo scripts, organized by vertical, persona, and competitor.

Keep an objection-handling playbook indexed by objection, with tested responses and proof points.

Use computer use to pull a prospect's latest LinkedIn activity, screenshot it, and attach it to their record.

Draft a meeting agenda and share it before the call to stay in control of the conversation.

Proposals & Closing

Draft a proposal scoped to the prospect's exact pains, timeline, and budget, not a generic template.

Build an internal business case (ROI estimate, competitive comparison, timeline) for the champion to circulate.

Generate a mutual action plan with shared next steps, owners, and deadlines.

Use computer use to open DocuSign or PandaDoc, upload the River-drafted contract, and start signing.

Write a competitive displacement one-pager framed for the specific entrenched competitor.

Build a pricing comparison sheet a champion can use to sell internally against the incumbent.

Reporting & Forecasting

Build a live sales dashboard: pipeline by stage, closed this month, average deal size, and conversion.

Run a weekly pipeline review that flags deal movement, stalls, and at-risk accounts every Monday.

Track outbound metrics from Instantly (sent, open, reply, meetings booked) surfaced in River weekly.

Generate an end-of-month report: actual versus quota, win/loss breakdown, and what to push next.

Forecast next quarter with a weighted-funnel model the AI builds in a River sheet.

Automation & Agent Workflows

Score leads automatically: Apollo data is pulled, enriched, and ranked against your ICP, with top leads flagged.

Run a competitor-monitoring agent that watches Reddit and X and surfaces displacement openings.

Auto-follow-up on silence: no reply in three days and River queues the next touch in Instantly for approval.

Use computer use to log call notes into HubSpot or Salesforce directly, with no tool switching.

Auto-enrich inbound form fills: the moment a lead lands, the agent looks them up in Apollo and recommends a next action.

Run a full account-based play end to end: identify accounts, map contacts, draft per-persona outreach, and launch in Instantly.

Tools & Integrations

Plugs Into Your Sales Stack

River comes with tools to research prospects and write outreach built in, and connects to the CRM, email, and meeting apps you already use. Point it at any of them and it works across your whole stack with you.

Built-in tools
Web Research
Prospect Research
Docs & Sheets
Fact Checker
Prospecting
Apollo
LinkedIn
Hunter
Clay
CRM
HubSpot
Salesforce
Pipedrive
Attio
Email & sequences
Gmail
Instantly
Lemlist
Outlook
Meetings
Google Calendar
Calendly
Zoom
Docs & signing
Google Drive
DocuSign
PandaDoc
Stripe

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