How We Work
We follow a proven 4-phase methodology to deliver AI automation that actually works. No fluff, no 12-month timelines, no enterprise bloat.
Our Methodology
A proven framework that minimizes risk and maximizes ROI. Every engagement follows these four principles.
Start Small, Scale Fast
We don't believe in boiling the ocean. We identify 1-2 high-impact workflows, automate them quickly, measure results, then expand. You see ROI in weeks, not quarters.
Integration Over Replacement
Your team already uses tools they love. We build AI workflows that integrate with your existing stack (Salesforce, HubSpot, Zendesk, etc.) rather than forcing you to rip and replace.
Knowledge Transfer, Not Dependency
We document everything and train your team to maintain and expand automation. Our goal is to make ourselves optional, not indispensable.
Measure Everything
Every automation includes built-in metrics - time saved, error reduction, cost savings. You'll know exactly what's working and what needs refinement.
Your Engagement Journey
Every engagement follows these four phases. You'll know exactly what's happening at each stage.
We start with a free 30-minute discovery call to understand your biggest operational bottlenecks. No sales pitch, just questions.
What We Learn:
- • Current manual processes consuming the most time
- • Pain points in your existing workflow
- • Team size and technical capabilities
- • Integration requirements and tool stack
- • Timeline and budget expectations
Timeline: 30 minutes • Cost: Free
We dive deep into your operations to identify high-impact automation opportunities. You get a detailed roadmap with ROI projections.
What You Get:
- • Process audit documenting current workflows
- • Automation opportunity assessment ranked by ROI
- • Phased implementation roadmap
- • Cost estimates and timeline projections
- • Tool and vendor recommendations
- • 90-minute presentation to your leadership team
Timeline: 2-3 weeks • Cost: Included in all service tiers
We build, test, and deploy production-ready AI workflows that integrate seamlessly with your existing systems.
What We Build:
- • Custom AI workflows designed for your processes
- • Integration with existing tools (CRM, ERP, support systems)
- • Testing in staging environment before production
- • Security and compliance reviews
- • Team training and documentation
- • Phased rollout to minimize disruption
Timeline: 6-12 weeks • Cost: Varies by scope ($50K - $150K typical)
We monitor performance, refine workflows, and train your team to maintain and expand automation over time.
Ongoing Support:
- • Performance monitoring and error tracking
- • Workflow refinement based on real-world usage
- • Team training to maintain and expand automation
- • Documentation and runbooks
- • 30-day post-launch support (included)
- • Optional ongoing support and consulting
Timeline: 30 days included, ongoing optional • Cost: Included, then custom
Results in Action
Case studies and detailed results coming soon as we complete our first engagements.
We're currently working with our first clients to deliver transformative AI automation results. Check back soon to see detailed case studies with metrics, testimonials, and ROI data.
Want to be our first case study?
Get in TouchWhat Makes Us Different
Enterprise Consultants
- • 12-month timelines
- • $500K+ budgets
- • Generic frameworks
- • Junior consultants doing the work
- • Vendor lock-in and dependency
Relay Automate
- • 6-12 week projects
- • $15K - $150K typical
- • Custom solutions for your workflow
- • Founder-led implementation
- • Knowledge transfer and independence
Ready to Get Started?
Book a free 30-minute discovery call. No sales pitch, just a conversation about your biggest operational challenges.
Book a Discovery CallFree 30-minute call. No obligation.