How We Work
Six stages, each ending in a decision you make.
The same process applies to AI agents, automation and GTM systems. Nothing is built before a scope is agreed, and nothing is handed over until it has been tested with your team.
- 01
Discovery
We learn how the work is done today, who is involved, and where time or quality is lost.
- A short conversation about the process and its goals
- A first look at the tools and data involved
- An early view on whether we are the right fit
- You provide
- Someone who knows the process well, and an hour or two of their time.
- You receive
- A plain-language summary of the opportunity, or an honest view that this is not the right answer.
- Your decision
- Whether an assessment is worth doing.
- 02
Workflow assessment
We map the process step by step and identify which steps can be automated, which need judgement, and which should stay as they are.
- Step-by-step process and pipeline map
- Review of tools, data quality and access
- Risks, constraints and approval points identified
- You provide
- Example cases, sample documents or records, and read access where appropriate.
- You receive
- A written assessment with prioritized findings and proposed human checkpoints.
- Your decision
- Which findings to act on first.
- 03
Solution design
We agree the scope of a first version, how it will be measured, and what it will deliberately not do.
- Scope, success measures and exclusions
- Architecture and tool choices
- Estimated running costs and a written proposal
- You provide
- Decisions on scope, approval rules and acceptable providers.
- You receive
- A written proposal with scope, approach, timeline estimate and pricing.
- Your decision
- Approve, change or decline the scope before any build work begins.
- 04
Implementation
We build in your tools and accounts, in small increments, so you can see progress and adjust early.
- Incremental build with regular reviews
- Integrations configured with least-privilege access
- Logging and alerting included from the start
- You provide
- Access to the systems in scope, and feedback at each review.
- You receive
- Working increments you can try, rather than a single reveal at the end.
- Your decision
- Sign off each component as it is completed.
- 05
Testing and validation
We test on real examples against the agreed criteria before anything runs unattended, and record the known limits.
- Testing against representative cases
- Approval rules and failure handling checked
- Accuracy and limitations documented
- You provide
- Representative test cases and someone to review results.
- You receive
- A record of what was tested, what passed, and where human review remains necessary.
- Your decision
- Accept the system for use, or list what is outstanding.
- 06
Handover, support or ongoing operations
You receive documentation and training. From there your team runs the system, with agreed support, or RayneOps operates agreed parts of it.
- Operating guide and technical documentation
- Training for the people who use and oversee it
- Written support terms or a managed operations scope
- You provide
- The people who will own the system day to day.
- You receive
- A system your team understands, with a clear owner and support arrangement.
- Your decision
- Whether, and how, to continue working together.
Responsibilities
What each side brings
You provide
- A named person who can make decisions and approve what is sent
- Access to the tools in scope, in accounts you own
- A clear offer or process, and honest information about what has been tried
- Responsibility for compliance with the laws that apply to your data and outreach
We provide
- A written scope before any build work starts
- Measures agreed in advance and reported as measured
- Least-privilege access, with credentials held outside the code
- Documentation your team can use after the engagement
We will not
- Promise a number of leads, meetings, revenue or savings
- Send anything in your name without your approval rules
- Use data sources you have not approved
- Lock your systems into accounts we own
Start with discovery.
A short description of the process is enough for a useful first conversation.