Prospecting & List Building
Research accounts and people, enrich them with email, phone, LinkedIn, and intent data, and build targeted lists that match your ideal customer.
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.
Research accounts, write outreach, chase follow-ups, and prep for calls. River jumps in wherever you need a hand, takes the first pass or works through it with you, and keeps every deal moving.
Research accounts and people, enrich them with email, phone, LinkedIn, and intent data, and build targeted lists that match your ideal customer.
Personalized email, LinkedIn, and call sequences built on real signals, with follow-ups that stay on schedule so nothing slips.
Watch LinkedIn, X, and Reddit for buying signals like job changes and new posts, then engage at the right moment and share content that lands.
Schedule and prep for calls, capture the transcript, and pull out the action items, objections, and next steps, all logged to your CRM.
Keep deals, stages, and notes current, enrich and clean your records, and get an honest read on your forecast and pipeline health anytime.
Draft proposals, prep pricing and negotiation, send payment links, and spot the upsell and renewal openings before they pass.
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.
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.
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.
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.
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.
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.
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.
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.
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.
See how much one person can get done. Get your Sales Space free in a click, or book a quick demo and we will set it up with you.