Use cases · SaaS and B2B
audit the outcome · verify activation · prove it every Friday
Software and B2B teams. Riley keeps the site healthy, logs every inbound lead, summarizes support, and gives you a weekly record of what actually happened.
What Riley is usually hired for in this setup. Statuses are honest: live means it works today, and coming soon means it does not exist yet.
Riley scans your site for broken pages, errors, and basics that cost you customers, and turns what it finds into an audit you can act on.
Riley captures incoming leads into one list, triages them by urgency, and keeps the record so nothing slips between inboxes.
Riley will read your CRM and produce a short weekly pipeline snapshot: what moved, what stalled, and what needs a decision from you.
Riley will read your support queue and deliver a short summary of what came in, what is resolved, and what is stuck.
Riley assembles everything it completed into a signed weekly receipt with a public verification link, so the people you answer to can check the work themselves.
Trigger: Runs on request or on a schedule against your site.
Approval: Scanning is read only; site changes wait for approval.
Trigger: A new lead arrives from a connected source.
Approval: Logging is automatic; drafted outreach waits for approval.
Trigger: Will run daily or weekly against your support queue.
Approval: Summaries are read only; replies wait for human approval.
Trigger: Runs every week on your schedule.
Approval: Built from already-approved work; sending it to a client is your call.
The connections this setup usually starts with. You grant access, and you can revoke any connection at any time.
The surfaces this setup usually works from. The same rules apply on every one of them.
Connect your tools, approve the first drafts, and get a signed receipt of the work every week.