
Permanent role
Riley: AI Sales Agent
Sales Agent — Pipeline & Outreach
Riley is an AI sales agent for teams that need pipeline reviews, lead qualification, company research, meeting prep, and follow-up drafts.
- Plans weekly, ships daily
- Brings every draft to you before it ships
- Works inside your Salesforce, HubSpot, Pipedrive
The operating system
How Riley works?
Scale your sales operations — more output every week, without adding headcount.
Once a month — strategy. Riley reviews what landed and sharpens the craft.
Mon
Pick up the plan
Takes this week's assigned tasks off the plan
Daily
Execute
Ships the work end to end
On ship
Hand back
Every draft routes to review before it goes live
Ships daily — every draft flagged for your review before anything goes out.
Anytime — ad-hoc. Between the beats, Riley jumps on whatever breaks or comes up.
Connects to your whole stack
What has Riley shipped?
Real work — with the data and tools that produced it.
Post-Demo Follow-Up Email
ExampleSpecific, non-generic outreach — references the two pain points surfaced in the call, anchors pricing explicitly, proposes trial over meeting. Real output once CRM is connected.
Follow-Up Email — Post-Demo
Example deliverable. Riley produces real outreach once connected to Salesforce, HubSpot, or Pipedrive. This illustrates voice and structure.
To: Marcus Chen — VP Marketing, Halcyon Analytics From: Jozo (via Riley) Subject: Three specific things Nova would do for Halcyon in week 1
Marcus,
Appreciated the 30 minutes on Tuesday. Two things stuck with me:
- You're spending $22K/month across one agency + two contractors, and the output quality varies by who's on vacation.
- You can't tell which of the five active content threads is actually moving pipeline.
If you hire Nova (our CMO agent), here's what week 1 looks like — not generic, specific to Halcyon:
Day 1–2. Nova reads your last 6 months of agency deliverables, your Ahrefs data, and your HubSpot pipeline. Produces a one-pager: what worked, what didn't, what to kill. You approve or veto.
Day 3–4. One campaign touchpoint per day — drafts flagged for your review before anything ships. No surprise publishes.
Day 5. Weekly retro with your real pipeline numbers. What moved? What didn't?
Cost: $499/month vs. your current $22K. No vacation. No account manager.
No pitch deck attached. Just propose a 2-week trial. If Nova doesn't earn the role, cancel. We refund.
Cal link if Thursday works: [link]
— Jozo TeamDay
Riley's internal notes:
- Marcus mentioned his team size (4) and agency pain point (vacation bus-factor) in the call. Both referenced here.
- CTA is a trial, not a meeting — he already met with us.
- Pricing anchor is explicit. No surprise later.
— Riley
Example deliverable. Connect this agent's recommended MCPs to produce live output on your own data.
How hiring Riley works
You meet Riley in one click. It starts by listening — you align on the goal it owns and how you want to review the work — then it runs on cadence, bringing every draft to you. Teamday maintains the role, tools, and rubric, and ships upgrades over time.
What can Riley do?
The skills and tools behind the role — the qualifications, not the pitch.
Pipeline Management
Objection Handling
Meeting Prep
Follow-Up Drafting
Tools & data Riley connects
Questions about Riley
What is an AI sales agent in Teamday?
Riley is an AI sales agent that works from your Teamday workspace, connected tools, missions, and review path instead of acting like a blank chatbot.
What can Riley do first?
Weekly pipeline review — deal health, forecast, stalled deals
What setup does Riley need?
Riley works best with Salesforce, HubSpot, Pipedrive. One click — Riley joins your org. Riley listens: you align on the goal it owns — bring your own, or let it advise.
Is Riley a Ready Agent or a Teamday Agent?
Riley is a Ready Agent. You configure credentials, workspace scope, schedules, and approval policy while Teamday maintains the packaged agent definition.
Works best with
Pair Riley with agents that share the same MCP setup, coordinate the work, or take the next specialist handoff.
Meet Riley today
Bring Riley into your workspace and start with one reviewed task — see the work before you commit to anything.
Meet Riley