CRM, outreach & relationship support

Relationships, organized.

CRM, outreach, relationship management, and campaign support for nonprofits, small businesses, museums, associations, and mission-driven teams. I help small teams find the right people, organize the systems behind the relationship, and keep outreach and follow-up moving.

Brooke Heiche
Meet Brooke

I've spent my career inside the relationship.

My background spans donor relations, major gifts, advancement, CRM systems, sponsorship outreach, prospect research, and client research in the music industry.

I help small teams bring structure to the relationships that matter most, whether those relationships are with donors, sponsors, clients, partners, or prospects.

More about Brooke →
Sound familiar?

If any of these describe your team right now, we should talk.

“We know our donors and partners by heart, but the database is a mess.”

“We're heading into a campaign and don't have an experienced extra pair of hands to run it.”

“We need a research push (fifty new prospects, or a sponsorship target list), and no one has the bandwidth.”

“Our CRM was set up by someone who left two years ago and no one has touched it since.”

“We have a pipeline in our heads but not in our system.”

“We need CRM, outreach, and relationship support, but we're not ready for a full-time hire.”

What I do

Four service areas, built to work together. Available individually.

Most engagements combine two or three of these. Pick the entry point that feels closest to your need; we'll figure out the rest on a call.

01

CRM & Relationship Management Support

Clean up the systems where relationships actually live. Audits, data hygiene, segmentation, pipelines, and dashboards, across the tools you already use.

Starter packages: CRM Health Check · Data Cleanup Sprint · Pipeline & Segmentation Build
02

Donor, Client & Partner Outreach

Plan and help execute the human side of relationship-building. I support donor, client, sponsor, and partner outreach through contact lists, communications drafts, touchpoint planning, stewardship cadence, and follow-up tracking.

Starter packages: Cultivation Calendar Build · Sponsorship Outreach Kickoff · Communications Templates Pack
03

Development, Sales & Campaign Support

Embedded help during capital campaigns, end-of-year pushes, sponsorship drives, partnership launches, or new-business pursuits. Pipeline management, ask prep, follow-up, and reporting.

Starter packages: Campaign Support Retainer · End-of-Year Push Sprint · Pipeline Acceleration
04

Research, Prospecting & List Building

Find the right people to talk to (donors, sponsors, clients, partners) and get your team ready when they do. Prospect research, target lists, market and partner research, due diligence.

Starter packages: Prospect Research Sprint · Target List Build · Pre-Campaign Prospect Audit
See full services →
How we'd work together

Simple, fixed-scope starts. Ongoing only if it's useful.

01

Intro call

Thirty minutes, no charge. We talk through what's going on and whether I'm the right fit. If I'm not, I'll point you to someone who is.

02

Audit or sprint

Most clients start with a fixed-fee audit or focused project: clear scope, known price, real deliverable in two to six weeks.

03

Embed or hand off

From there we keep going on a retainer or fractional basis, or you take the plan back in-house. Both are wins.

Fixed-fee audit
Project sprint
Monthly retainer
Fractional ongoing
Who I work with

Small teams doing meaningful work.

Nonprofits and foundations. Museums and cultural institutions. Associations and member-driven orgs. Founders and small businesses with a partner or sponsor program. Anywhere relationships drive the work but the systems haven't caught up.

See examples of how I help →
Let's talk

If your relationships are getting ahead of your systems, let's get them organized.

Thirty-minute intro calls are free. I usually have one or two open slots a week.