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Playbooks

PlaybooksSearch playbooksRolesFounderSalespersonWriterMarketerCustomer success managerContent creatorConsultant or freelancerSmall business ownerReal estate agentProduct manager

Salesperson

Start a playbook and River works through it with you in the chat.

Find buyers

StartBuild a list of leadsSay who you want to reach: River finds high-quality leads, each with a reason to reach out now, and builds your list.

StartRank your territory and pick who to workRiver ranks every account you own into three tiers with the reason, and writes a point of view on the best ones.

StartReach out when your accounts changeEvery week River spots funding, new leaders and hiring at your accounts and drafts a timely note for each change.

StartFollow your champions to new jobsRiver finds past buyers who changed jobs, writes each good fit a note and flags deals that lost their champion.

StartGet warm intros to your target accountsRiver finds who you know at each target account, picks the best way in and drafts an intro ask they can forward.

StartBook meetings at your next conferenceRiver picks who to meet from the event’s lists, books 15-minute slots before you go and drafts every follow-up after.

StartAnswer every demo request in minutesRiver looks up each new demo request and readies a personal reply with times to meet, sent with one tap.

StartWin back deals you lostRiver rereads your lost deals for the real reason, finds what’s changed since and drafts a note in each old thread.

Reach out

StartSend a cold email campaignSay who and what you offer: River finds the people, writes in your voice, sets up the sending and sends when you say go.

StartConnect with leads on LinkedInSay who you want to know: River finds the right people and sends connection requests from your LinkedIn.

StartMessage your new LinkedIn connectionsRiver writes each new connection a short note about them the day they accept, follows up and books the calls.

StartLike and comment on your leads’ postsRiver finds which of your leads post, comments with something real from your work, then reaches out the next day.

StartFix your LinkedIn profile for sellingRiver rewrites your headline, About and Featured for your buyers, makes a banner and updates your profile on your OK.

StartFollow your leads on XSay who you want to know on X: River finds the right people and follows them from your account.

StartBring back leads who went quietRiver finds every buyer who stopped replying and writes each a short note with a fresh reason to pick it back up.

Win deals

StartPrep for tomorrow’s meetingsRiver writes a one-page brief for each of tomorrow’s outside meetings: who’s coming, what changed, what to ask.

StartFollow up on last week’s callsRiver reads last week’s calls, finds the follow-ups that slipped and does every one you pick.

StartSend a proposal after a demoFrom your demo call, River writes the proposal with real pricing and a plan to signing, and drafts your email.

StartBring more people into your biggest dealsRiver finds who’s missing from your biggest deals, names the right people and drafts the notes that bring them in.

StartGive your champion a deck for their bossRiver writes the deck your champion shows their boss, in their own words and numbers, and offers a quick run-through.

StartBuild a battle card for each competitorRiver builds a one-page card for each competitor from your calls, lost deals, their reviews and their pricing.

StartFind the gaps in your dealsRiver checks each deal against its calls and mail before your forecast call and shows what’s proven and what’s missing.

StartUpdate every deal in your CRMRiver checks each open deal against your mail and calls, fixes stages and dates in your CRM and nudges stalled ones.

StartFill in a security questionnaireRiver fills in a buyer’s security questionnaire from your own documents and past answers, and asks what it can’t find.

StartAnswer an RFP from your past proposalsRiver reads the RFP, recommends bid or no-bid, answers it from your past answers and asks your experts the rest.

Grow accounts

StartBuild an account planPick an account: River reads everything about it, researches its people and company, and builds a complete plan to grow it.

StartFind upsell in your customer accountsRiver checks every customer for room to grow, sizes each opportunity in dollars and drafts the next step.

StartHand off a new customer to onboardingRiver reads the whole deal and writes the handoff: goals, every promise made, a kickoff deck and the intro email.

StartFind customers at risk of leavingRiver checks every customer’s usage, tickets, calls and contacts, ranks who might leave and drafts a plan to keep them.

StartSend thank-you gifts to your best clientsRiver picks a personal gift for each of your best clients, writes the notes and fills the carts for you to pay.

Wrenfield Health · Usage

admin.ledgerlark.com/customers/wrenfield/usageRiver read this page

LedgerlarkCustomers / Wrenfield Health / Usage

Usage by hospital Last 90 days

5 of 14hospitals paying71%of invoices untouched$310,000duplicates caught this year

HospitalInvoices a monthUntouchedWrenfield Main3,32074%St. Brigid’s2,14071%North Hollis1,28069%Cedar Gap98068%Mercy Valley–Stopped Sep 12Alder Point–Not on LedgerlarkLakemont–Not on Ledgerlark

7 more hospitals not on Ledgerlark

Wrenfield Health account plan

Wrenfield Health account planFileEditFormatViewHelpShare

NormalCalibri11

Wrenfield Health account plan

From 7 calls, 186 emails, 2 channels, 4 tickets, the order form and the usage dashboard.

Pays	$84,000 a year for 5 hospitals¹
Renewal	Apr 30, 2027, notice by Jan 30²
Hospitals	14: 5 paying, 9 never pitched³
Open deal	3 more hospitals, $50,400⁴
Health	At risk: the CFO is cutting vendors⁵

Thesis. Wrenfield bought Ledgerlark to stop paying invoices twice, and its hospitals caught $310,000 in duplicates this year. The new CFO wants three finance vendors by July. Growth depends on her seeing those results before January’s budget review, and nobody on your side has met her.

Moves this week

Ask Nina for an intro to Alana, with this year’s resultsNov 6
Fix Mercy Valley’s false alerts with supportNov 10
Ask Victor how renewals go through purchasingNov 6

1840 words90%

Wrenfield Health people

Wrenfield Health peopleShare

Automatic.0←.00→

D2fxSupporter

#NameTitlePart in the decisionStanceLast contact1Nina BrooksDirector of APChampionSupporterOct 29, call2Alana PriceCFO since SepEconomic buyerUnknownNever met3Victor OseiProcurementProcurementUnknownNever met4Ellen ParkAP lead, Mercy ValleyUserSkepticSep 18, ticket5Gary LundFormer CFOLeft Aug 21Aug 14, email6

Count 1100%

Wrenfield Health org chart

Alana PriceCFO since SepEconomic buyer

Nina BrooksDirector of APChampionVictor OseiProcurementProcurement

Ellen ParkAP lead, Mercy ValleyUserGary LundFormer CFOLeft in August

SupporterSkepticUnknownNever met

Wrenfield Health plan

Run my account planning playbook.

Looking through your appsFinishedSearchedYour accounts and renewals

Your detailsAnswered

Which account: Wrenfield Health
What the plan is for: Grow it, through the renewal
What you know: The new CFO is reviewing every vendor.

Reading every sourceFinishedReadWrenfield Health

Read7 calls· every word

ReadThe account and 3 deals

Read186 emails· and 23 meetings

Read2 channels

Read4 tickets

ReadThe order form

VisitedUsage by hospital

What no single source says: the CFO in Salesforce left in August, and the new one, Alana Price, has never met anyone on your side.

Writing your planFinishedWroteWrenfield Health account plan

WroteWrenfield Health people

WroteWrenfield Health org chart

QuestionWaiting for your answer

Your plan is ready

Alana Price, CFO since September, wants three finance vendors by July. Nobody on your side has met her. First move: Nina’s intro, with the $310,000 in duplicates Wrenfield caught this year. The draft is in Email.

1. Keep it currentRefresh the plan every MondayA brief before each Wrenfield meeting

Skip formContinue

Ask anything, or describe what you want done

Model:Smartest

Plans you can stand behind.

Every fact sourced. Every gap a question.

Wrenfield Health account plan

Updated Tue, Nov 3, from 7 calls, 186 emails, 2 Slack channels, 4 tickets and the order form

Linked to its source

Pays: $84,000 a year for 5 hospitalsOrder form
Renewal: Apr 30, 2027, notice by Jan 30Order form, section 4
Hospitals: 14: 5 paying, 9 never pitchedUsage dashboard, Oct 31
Open deal: 3 more hospitals, $50,400Salesforce
Health: At risk: the CFO is cutting vendorsGong call, Oct 14, 41:10

Sources disagree

Salesforce lists Gary Lund as the economic buyer. He left in August (his auto-reply, Aug 21), and Alana Price has been CFO since September.

Asked at the next meeting

What we don’t know yet

What would Alana need to see to keep Ledgerlark?Ask Nina, Thu Nov 5
Who signs the renewal now?Ask Victor by email

Drafted, not sent

Moves this week

Ask Nina for an intro to Alana, with this year’s resultsNov 6
Fix Mercy Valley’s false alerts with supportNov 10
Ask Victor how renewals go through purchasingNov 6

An excerpt from a sample plan for a made‑up account.

Start in three steps.

Get River
Download the app for your computer.
Download for Mac
Also for Windows and Linux
Prefer the web? Sign up in your browser
Sign up as a salesperson
When River asks your role, choose Salesperson.
Playbooks
Salesperson
Start a playbook and River works through it with you in the chat.
Find buyers
StartBuild a list of leadsSay who you want to reach: River finds high-quality leads, each with a reason to reach out now, and builds your list.
StartRank your territory and pick who to workRiver ranks every account you own into three tiers with the reason, and writes a point of view on the best ones.
StartReach out when your accounts changeEvery week River spots funding, new leaders and hiring at your accounts and drafts a timely note for each change.
StartFollow your champions to new jobsRiver finds past buyers who changed jobs, writes each good fit a note and flags deals that lost their champion.
StartGet warm intros to your target accountsRiver finds who you know at each target account, picks the best way in and drafts an intro ask they can forward.
StartBook meetings at your next conferenceRiver picks who to meet from the event’s lists, books 15-minute slots before you go and drafts every follow-up after.
StartAnswer every demo request in minutesRiver looks up each new demo request and readies a personal reply with times to meet, sent with one tap.
StartWin back deals you lostRiver rereads your lost deals for the real reason, finds what’s changed since and drafts a note in each old thread.
Reach out
StartSend a cold email campaignSay who and what you offer: River finds the people, writes in your voice, sets up the sending and sends when you say go.
StartConnect with leads on LinkedInSay who you want to know: River finds the right people and sends connection requests from your LinkedIn.
StartMessage your new LinkedIn connectionsRiver writes each new connection a short note about them the day they accept, follows up and books the calls.
StartLike and comment on your leads’ postsRiver finds which of your leads post, comments with something real from your work, then reaches out the next day.
StartFix your LinkedIn profile for sellingRiver rewrites your headline, About and Featured for your buyers, makes a banner and updates your profile on your OK.
StartFollow your leads on XSay who you want to know on X: River finds the right people and follows them from your account.
StartBring back leads who went quietRiver finds every buyer who stopped replying and writes each a short note with a fresh reason to pick it back up.
Win deals
StartPrep for tomorrow’s meetingsRiver writes a one-page brief for each of tomorrow’s outside meetings: who’s coming, what changed, what to ask.
StartFollow up on last week’s callsRiver reads last week’s calls, finds the follow-ups that slipped and does every one you pick.
StartSend a proposal after a demoFrom your demo call, River writes the proposal with real pricing and a plan to signing, and drafts your email.
StartBring more people into your biggest dealsRiver finds who’s missing from your biggest deals, names the right people and drafts the notes that bring them in.
StartGive your champion a deck for their bossRiver writes the deck your champion shows their boss, in their own words and numbers, and offers a quick run-through.
StartBuild a battle card for each competitorRiver builds a one-page card for each competitor from your calls, lost deals, their reviews and their pricing.
StartFind the gaps in your dealsRiver checks each deal against its calls and mail before your forecast call and shows what’s proven and what’s missing.
StartUpdate every deal in your CRMRiver checks each open deal against your mail and calls, fixes stages and dates in your CRM and nudges stalled ones.
StartFill in a security questionnaireRiver fills in a buyer’s security questionnaire from your own documents and past answers, and asks what it can’t find.
StartAnswer an RFP from your past proposalsRiver reads the RFP, recommends bid or no-bid, answers it from your past answers and asks your experts the rest.
Grow accounts
StartBuild an account planPick an account: River reads everything about it, researches its people and company, and builds a complete plan to grow it.
StartFind upsell in your customer accountsRiver checks every customer for room to grow, sizes each opportunity in dollars and drafts the next step.
StartHand off a new customer to onboardingRiver reads the whole deal and writes the handoff: goals, every promise made, a kickoff deck and the intro email.
StartFind customers at risk of leavingRiver checks every customer’s usage, tickets, calls and contacts, ranks who might leave and drafts a plan to keep them.
StartSend thank-you gifts to your best clientsRiver picks a personal gift for each of your best clients, writes the notes and fills the carts for you to pay.
Start “Build an account plan”
Press + in your Dock, open Playbooks, and press Start. Answer one card and River starts reading.

A few things to know.

Where does River look?

Everywhere you connect: calls in Gong, Fathom or Granola, Salesforce, HubSpot or Attio, Gmail or Outlook and your calendar, Slack, Zendesk or Intercom, and contracts in Google Drive. In River’s desktop app it also reads the dashboards you’re signed in to, right in your own browser; on the web, it asks for an export. Every fact keeps its date and a link to where it came from.

What if my CRM is out of date?

River checks every field against what was signed, said and done. When two sources disagree, the plan shows both and says which one River believes, and why.

Will it email my customer?

Not unless you say so. River drafts the first emails and adds the moves to Tasks with their dates; the drafts wait in Email until you send them.

How does the plan stay current?

Once the plan is written, River offers two things: a refresh every Monday that tells you only about new risks, new people or a change in a deal, and a one-page brief an hour before each meeting with the account. One yes sets up both.

What does it cost?

It uses your plan’s AI credit, like everything else in River. It reads the tools your team already has, so there’s nothing new to buy.

View pricing

Account plans with the whole story.

How it works

Plans you can stand behind.

What we don’t know yet

Moves this week

Start in three steps.

1Get River

2Sign up as a salesperson

3Start “Build an account plan”

A few things to know.

Get River

Sign up as a salesperson

Start “Build an account plan”