Running Relay as a service, Analytics and Reporting Tools

Relay Agency Implementation, Monetizing Team Intelligence

Learn how to deliver Relay as a retainer service to agency clients, automating weekly pulse surveys across distributed teams and converting anonymous feedback into actionable intelligence reports. This course covers survey design for different stakeholder groups, benchmark interpretation, and packaging health metrics as an ongoing advisory service.

Open the decision record for Relay

What it commits you to

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor cost starts at $120/month for the Growth plan (paid annually) or $150 month-to-month, plus staff time for setup and management.
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Assessment

The evidence shows Relay is a low-setup tool for real-time team feedback, but its lack of agency-specific features and limited integrations means agencies must manually manage multiple clients and track labor costs. ROI depends on client retention and efficient service delivery.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Relay account (free or paid tier)
  • Slack workspace for integration
  • Microsoft Teams workspace for integration
  • SMS gateway for SMS surveys
  • Email marketing platform for email invitations

People and inputs

  • Stakeholder contact list
  • Knowledge of survey design and analysis
  • Client agreement for data collection

Included with the course

7 working documents for delivering this service.

  • Relay Retainer Service Pricing Worksheetworksheet
  • Survey Design Template for Agency Teamstemplate
  • Monday Digest Customization Checklistchecklist
  • Benchmark Interpretation SOP for Client Callssop
  • Audience Segmentation Strategy Guideguide
  • Multi-Channel Delivery Setup Checklistchecklist
  • Theme Analysis Report Templatetemplate

Listed by name. These documents are not yet published as individual downloads.