Fill in a security questionnaire
Every security question answered, with its source.
In the buyer’s own file, with only the gaps left to you.
How it works.
River finds the questionnaire in your inbox or the buyer’s portal, answers it from your security documents and past answers, asks only what they don’t cover, and fills in the buyer’s own file.
Start when it lands
River finds the newest one, whatever the buyer calls it.
River drafts every answer
Yes, No or N/A with a short comment and the document it came from.
Their file, filled in
The buyer’s own spreadsheet or portal completed, with your reply ready in their thread.
What you get.
- The buyer’s own spreadsheet or document completed, or their portal filled in
- One short card with only the questions your documents don’t answer
- A Security answers Sheet with every answer and its source, ready for the next buyer
Start in three steps.
Get River
Download the app for your computer.
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 “Fill in a security questionnaire”
Press + in your Dock, open Playbooks, and press Start. River looks for the newest unanswered questionnaire in your email.
A few things to know.
Will it claim controls we don’t have?
Never. River only claims a control, certification or date your documents show. Where they fall short, it writes an honest No that says what’s in place or planned.
Does it send our SOC 2 report?
Only when you say so, since it usually needs an NDA first. The completed file and your reply go to the buyer only after your go-ahead.
What does it cost?
It uses your plan’s AI credit, like everything else in River. It answers from the policies and past questionnaires already in your Drive or Notion.
View pricingMore for salespeople.
All salesperson playbooks
Answer 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.
Prep for tomorrow’s meetingsRiver writes a one-page brief for each of tomorrow’s outside meetings: who’s coming, what changed, what to ask.
Follow up on last week’s callsRiver reads last week’s calls, finds the follow-ups that slipped and does every one you pick.
Try it on your own work.
Download River, choose Salesperson, and press Start on “Fill in a security questionnaire”.