Send Monday intel briefing
Drop a focused email every Monday at 7 AM.
Wingman Lookout
Riley
Market Analyst
Weekly intel briefings on what's working, what's broken, and what to do about it. Real-time anomaly alerts when something deviates from your baseline.
What Riley does
Riley reads your whole business every week and writes you a briefing that tells you what you'd never spot yourself. Booking patterns by day and hour. Reactivation revenue trends. Which Wingman is converting and which is drifting. Competitor pricing shifts in your service area. Each Monday at 7 AM you get a focused email with 3 to 5 specific recommendations, not a wall of numbers. Riley also watches in real time and SMS's you when something jumps the baseline (a 4x spike in missed calls, a 30 percent drop in booking rate, a new competitor showing up in local search).
Capabilities
Built to do this every day.
01
Monday morning intel briefing
Every Monday 7 AM local, a focused email lands. Booking trends week-over-week. Revenue by channel. Conversion drift. 3 to 5 specific recommendations with the reasoning. Not a chart dump. A briefing.
02
Real-time anomaly SMS alerts
Riley tracks your baseline (missed calls per day, booking rate, response time on chat, review velocity). When something deviates more than 30 percent for more than 2 hours, you get an SMS with the data + the suggested action.
03
Booking pattern detection
Riley finds the patterns owners miss. 'You're losing 4 calls per Monday between 6 and 7 PM.' 'Tuesday afternoon bookings convert 2.3x better than Friday afternoon.' 'Customers from Northgate book larger jobs.' Each pattern comes with a suggested move.
04
Competitor research scans
Periodic competitor pricing + positioning + GBP review scans in your service area. You see who's gaining reviews, who's pricing aggressively, and who's drifted off the map. Actionable, not just observational.
05
Wingman performance trending
Each Wingman gets a weekly trendline on fire rate + conversion + customer sentiment. If Harper's chase conversion slips 3 weeks in a row, Riley flags it with the likely cause (often a brand voice drift or a specific message step that's underperforming).
06
Plain-English recommendations
Riley's recs sound like a smart cousin who runs a similar business, not a McKinsey deck. 'Hire a second tech for Tuesday-Thursday — you're losing 6 to 8 bookings a week to Mike being full.' Specific, dollarized, actionable.
On the job
Just a glimpse of what Riley handles.
Riley turns the data hidden across your shop into a weekly briefing and a steady stream of insights that change what you do next.
Instead of staring at dashboards you don't have time to read, you get a focused email each Monday with the three things worth acting on this week.
Your team focuses on running the shop. Riley handles reading the data, spotting the patterns, and pushing the alerts.
Recommend three actions
Name the three things worth doing this week.
Spot growth drivers
Show which services and segments are growing.
Spot revenue drags
Name the services and segments that are slipping.
Map booking patterns by day
Show which days bring the most jobs.
Map booking patterns by hour
Show when leads call most often during the day.
Track conversion rates
Show booked-per-lead trends per channel.
Segment customers by value
Group customers by lifetime spend and frequency.
Map jobs by ZIP
Show where your work is coming from across the service area.
Spot repeat-customer trends
Track returning-customer revenue separately.
Watch reactivation revenue
Show how much Charlotte's win-backs brought in this month.
Track review velocity
Show review pace and how Stella's asks convert.
Detect missed-call spikes
Alert when missed calls jump four times the baseline.
Detect booking-rate drops
Alert when booked-per-lead falls thirty percent.
Watch local search rank
Track your local rankings for the services you bid on.
Watch competitor presence
Surface new competitors showing up in local search.
Watch competitor pricing
Note shifts in published competitor pricing.
Send real-time alerts
SMS you the moment a baseline breaks.
Cut data by service type
Split metrics by the job categories that matter.
Show revenue mix
Show what share of revenue comes from each service.
Compare quote close rates
Show which estimates convert and which don't.
Measure cycle time
Track lead-to-booked and booked-to-paid durations.
Recap campaign performance
Recap Sloane and Charlotte's campaigns weekly.
Spot top-performing copy
Identify which messages drove the most replies.
Spot underperforming copy
Identify messages that fell flat and propose alternatives.
Validate data integrity
Flag missing or implausible data before it skews reports.
Pull from every channel
Combine CRM, phone, chat, and review data into one view.
Generate ad-hoc reports
Build a one-page recap when you ask for it.
Watch lead-source ROI
Track which lead sources actually become revenue.
Write findings in plain English
Explain numbers in language an owner reads in two minutes.
Sign off in brand voice
Close briefings with your shop's tone.
Recommend marketing focus
Point to the channel worth doubling down on.
Alert on margin compression
Catch when costs creep up against quoted pricing.
Track jobs-per-truck
Show how each truck is utilized week to week.
Spot churn signals
Identify customers who haven't booked when they normally would.
Track booking lead time
Show how far out customers are booking today vs last year.
Forward anomalies with detail
Hand off full context when something needs investigating.
Pitch experiments to run
Suggest tests for next month's marketing and pricing.
Recap quarterly health
Send a quarterly review of the business shape at a glance.
Run overnight rollups
Calculate every metric overnight so morning reads are current.
In the field
Real scenarios.
Monday briefing surfaces a hidden pattern
Riley's been running for 6 weeks. Monday morning briefing fires.
Riley spots that your booking rate Tuesday 9 AM to noon is 47 percent, vs 22 percent the rest of the week. Drills in: that's when Mia's getting the most thoughtful callers (less rush, more curiosity). Recommends doubling down: a Tuesday-morning-specific FB ad budget shift and a Tuesday morning slot held open. You implement it. Tuesday revenue grows 18 percent the next month.
"Quick spot: Tuesday 9 AM to noon is your highest-converting window all week (47 percent vs 22 percent average). Two ideas: 1) shift $200 of weekly ad spend into Tuesday morning targeting. 2) Hold one Tuesday slot open until Friday for high-value bookings. Estimated lift: $1,800-$2,400/mo. Want me to draft the ad copy?"
Real-time anomaly alert at 6:43 PM Tuesday
It's 6:43 PM Tuesday. Riley's real-time monitor flags an anomaly.
Your missed call rate just hit 4x the Tuesday baseline. Mia's call history shows she answered 11 of 14, but 3 of those 14 didn't connect at all. Riley SMS's you within 90 seconds with the data + the suggested cause (network-side voice quality drop in your region). You call your carrier. The issue's resolved by 7:30 PM.
"Spike alert: 14 inbound calls between 5-7 PM Tuesday vs Tuesday baseline of 4. 3 calls failed to connect at all. Could be a voice line issue in your region. Suggest: ping network status now. I'll keep watching."
Competitor scan finds a pricing shift
Riley's monthly competitor scan runs.
Two of your top 3 zip-code competitors raised their water heater install pricing $200 in the last 6 weeks. Both still showing 4.8+ stars. Riley recommends a $150 price increase on the same service, projects the revenue impact ($1,800/mo at current volume), and drafts the price-list update for your approval.
What you'll connect
Integrations
Required connections need to be wired before Riley can fly. We'll guide you through every one during onboarding.
- ✓
Owner email for weekly briefings
Where the Monday 7 AM email lands
- ✓
Owner phone for anomaly SMS
Cell that gets the real-time alerts
- +
Alert thresholds Optional
Defaults provided — what counts as anomaly
- +
Competitor list Optional
Optional — Riley can also discover from local search
- +
Other installed Wingmen Optional
Riley reads from data they generate
- ✓
Read-only access to our platform reporting + workflows
How Riley pulls the data
What gets deployed
Inside the build
When your estimate is accepted, our system automatically deploys these artifacts to your Wingman dashboard. No copy-paste, no manual setup.
- Weekly digest cron worker (Monday 7 AM local, runs from our backend not our platform)
- Four automation handlers (weekly_digest, anomaly_classify, competitor_research, alert_draft)
- Real-time anomaly detection workflow with configurable thresholds
- Anomaly SMS alert workflow with under-160-char message formatting
- Subscription flag custom value (riley_subscribed=true so worker knows to include this location)
- Competitor research monthly cron with GBP scan + pricing extraction
- Wingman performance trending workflow (weekly per-Wingman scorecards)
- Baseline auto-tuning workflow (recalibrates baselines every 30 days)
- Custom fields: riley_last_briefing_at, riley_alert_count_this_month
- Tags: riley-anomaly-detected, riley-recommendation-pending
Ideal for
Growing service businesses past the 'just survive' phase, owners who want to make smarter calls but don't have time to read reports. Especially shops with 5+ techs or 100+ contacts a month.
FAQ
Common questions.
How is Riley different from a CRM dashboard? +
A dashboard shows you data. Riley reads the data, finds the patterns, and tells you what to do. The briefing is a conversation, not a chart. The whole point is that owners are too busy to mine reports themselves.
How does Riley know what's an anomaly? +
She tracks your baseline for the first 30 days (missed calls per day, booking rate, response time, review velocity). After that, deviations more than 30 percent for more than 2 hours trigger alerts. The 30-day baseline auto-tunes every month so seasonal shifts don't flag false alarms.
Will I get too many alerts? +
No. Default is 1 to 3 alerts per month maximum. Riley's tuned to under-alert rather than over-alert. If you want more or fewer, the threshold is configurable.
Can Riley work without other Wingmen installed? +
Yes, but she gets sharper the more she has to read. With Mia + Sophia + Harper installed, Riley has 10x the signal. With just our platform data, she still surfaces booking patterns and competitor info, just with less granularity on Wingman performance.
How is the briefing different from Phoenix's daily briefing? +
Phoenix does daily tactical (today's jobs, today's issues, today's priorities). Riley does weekly strategic (booking patterns, competitor moves, Wingman trending, growth ideas). Most owners run both. Phoenix triages your day. Riley shapes your month.
Pairs well with
Build a crew.
Phoenix
Operations Lead
Routes inbound jobs to the right tech by skill, zone, and current load. Health-checks every Wingman + workflow and gives you a daily ops briefing on what's broken.
Learn about Phoenix →
Harper
Sales Strategist
Texts every missed-call lead within 5 minutes. Runs a 5-step personalized chase that stops the second they book. Pings you the second a lead goes hot.
Learn about Harper →
Stella
Reputation Manager
Fires the review-request SMS at the perfect moment after every job, auto-replies to positives, and pings you in 5 minutes when a negative one lands.
Learn about Stella →
Ready to hire Riley?
Tell us about your business and we'll send a tailored proposal with Riley configured for your industry — within one business day.