The full picture. Nothing left out.
Relay Partners Group runs fully managed business-development programs for accounting, bookkeeping, IT and professional-services firms. We identify the owners who need you, open the conversation in plain English, and deliver the ones who raise a hand to your client portal — with their contact details.
A complete outbound function, run for you — without hiring one.
Everything a good in-house business-development team does, without the salaries, the ramp-up or the turnover. We research the market, write every message, run the program and hand you the leads.
Our infrastructure, never yours
We reach out under our own name, from our own infrastructure, at a careful pace — never a blast.
Human reply handling
Every reply is read and qualified by a person. You see only the conversations worth your time.
Considered follow-up
Most replies arrive on the second or third touch. Every prospect gets a considered follow-up, not a single blast.
A named operator
The person reaching out to your prospects is the person you speak to. No ticket queue, no hand-offs between strangers.
Weekly numbers
Contacted, replied, handoffs — updated in your client portal every Friday, none padded.
No lock-in
Choose your plan when you are ready — and stop whenever you like.
Three phases.
Strategy & Pilot Launch
30 days- Audit of your offer and your best existing clients
- Ideal-client profile and exclusion list
- Target list built and hand-checked
- Your introduction, written in your voice
- Our infrastructure set up for your program
- First introductions out, first leads in
✓ Start here
The Green Light
Your decision- Pilot results reviewed together, in writing
- What worked, and what we’d sharpen next
- You choose: continue, adjust, or stop — no pressure
Full-Scale Deployment
Monthly, ongoing- Full outreach pace, every working day
- Continuous list expansion in your market
- Every new lead, straight to your portal
- Every lead in your client portal, numbers updated every Friday
Everything in writing. Nothing to chase.
Every Friday your client portal is updated with numbers like the ones below.
Weekly Program Report — Week 2
Sample format| Company | Contact | Status | Note |
|---|---|---|---|
| Aspen Bluff Remodeling | General Manager | Handoff | Books unreconciled since June |
| Wolfeboro Meadow Law | Partner | Handoff | Trust account is the priority |
| Phoenix Health Clinic | Practice Admin. | Conversation | Payroll for 14 done by hand |
| Arlington Land Co. | Managing Broker | Deferred | Mid-refinance — back in touch 6 Nov |
| Rosewood Home Goods | Dir. of Finance | Not now | Hired in-house — suppressed |
Every lead, in full
Each one lands in your client portal with who they are, what they said in their own words and how to reach them.
A report you can trust
Every number is defined before it is reported. No vanity metrics — a reply is a reply, a meeting is a meeting.
A live tracker
Every firm contacted, where it stands and what happens next — in your private portal, updated as it changes.
The “later” list
Every “come back in January” is tracked, so the right moment stays on the calendar. It is where most pipelines quietly leak.
Checked before launch.
Updated every Friday.
Built for firms whose clients are other businesses.
If one new client is worth $5,000 or more a year to you and someone can follow up on a new lead within a day, the program is designed for you.
Accounting & Bookkeeping
- Typical buyer
- Owner, managing partner
- Common trigger
- Referrals slowing; capacity to grow outside tax season
- Why it works
- Clients stay for years — one win pays for the program many times over
IT & Managed Services
- Typical buyer
- Owner, founder
- Common trigger
- Prospects unhappy with slow response from their current provider
- Why it works
- Multi-year contracts; decision made by one person
Business Law Firms
- Typical buyer
- Managing partner, firm administrator
- Common trigger
- A new practice area or a partner with capacity
- Why it works
- High matter value; partners respond to plain, specific outreach
Professional Services
- Typical buyer
- Principal, owner
- Common trigger
- Pipeline depends on two or three referral sources
- Why it works
- Deal sizes that justify a proper outbound function
Four rules we do not bend.
We take on a limited number of firms at a time, so every program receives senior attention from the first introduction to the last report.
We count replies, not impressions.
Views and clicks are easy to inflate. We report only what a real person did — replied, said yes, or asked for later.
Every reply is handled.
“Not now”, “try me in spring” and “no thanks” are dealt with by us. You only get the conversations worth having.
We pace to what you can answer.
A live thread left unanswered for three days is worse than no thread at all. Volume follows your capacity.
You stay in control of price and scope.
Quotes, scope and technical answers always come from you.
From the firms we work with.
What thirty days gets you.
A program you can see, measure and build on. This is what every pilot client walks away with.
Your market, mapped
A hand-checked list of the firms that look like your best clients, with named decision-makers. Built for your market alone.
Your message, written
Your introduction, researched and written by hand and checked line by line before anything goes out. Yours to keep.
Leads in your portal
Every reply read by a person. The interested ones delivered to your client portal, with their contact details.
The numbers, in your portal
Contacted, replied, handoffs — each one defined before it is counted.
Nothing lost to “later”
Every “come back in January” is tracked, so the right moment stays on the calendar. It is where most pipelines quietly leak.
A straight answer
A written review: what worked, what we’d sharpen, and where to take it next.
How we work
- The outreach we say we will do
- A hand-built list and hand-written introductions
- Every reply read by a person
- Your numbers, updated every Friday
Why we measure what matters
Because a reply you can read beats a number on a slide. Every figure in your portal is defined before it is counted — and we would rather earn your second month with what you can see than win your first with a pitch.
See where you stand in two minutes.
Answer a few questions about your firm and your results appear straight away: whether you are a fit, what a new client is worth to you, and what we would focus on.
- Your details
- Five questions about your firm
- Your results, on screen
- Your pricing — then apply if it makes sense
No card required. We reply to every application within one business day.
We onboard 5 new firms a month, so every program gets senior attention.
Straight answers.
How is it priced?
You see your exact pricing in your client portal, when you choose to contact your first lead — before you share any payment details.
What exactly does the pilot include?
An audit of your offer and best clients, your ideal-client profile and exclusions, a hand-checked target list, introductions written in your voice, our own infrastructure, 30 days of live outreach with every reply read by a person, and a written review at the end.
What happens when someone is interested?
Every interested reply lands in your client portal with the context you need to move fast — who they are, what they said and how to reach them. From there, the conversation is yours, on your terms. The pilot shows exactly how your market responds, with your numbers updated every Friday.
Why is there a fit assessment?
Because we only take on firms we believe are a strong fit, and we would rather tell you in two minutes than after a month. It also means your program is built around your real numbers from the first day — and because we limit how many firms we onboard each month, every one gets senior attention.
Do you call people or use my phone number?
No. No cold calls, no texts, and we never use your phone number.
How do you protect my company’s name?
We reach out under our own name, from our own infrastructure — never from yours. When a prospect raises a hand, they appear in your client portal and you contact them yourself.
How do I stop Phase III?
From your billing portal in two clicks, or by emailing us. Your plan runs to the end of the term you paid for and never renews automatically. No cancellation fee.
Is it legal? What about my data?
Yes. Our outreach follows US law: a real sender, a valid postal address and a simple way to say “no thanks”, honoured within 24 hours and permanently. Your data is never sold. Payments are handled by Stripe — we never see your card number. See our Compliance page.