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Client & Donor Relations

Human-centered + data-informed strategies that turn first impressions into lifelong support. 

How We Work

People lead; AI assists for drafts, summaries, and reminders. You approve every step.

What We Do

Key Services

  • Relationship mapping & VIP portfolio strategy (Top 25/50)

  • Donor/client journey design (onboarding → renewal)

  • Stewardship calendar & gratitude campaigns (notes, gifts, surprise & delight)

  • Segmentation & messaging playbooks (personas, talk tracks, email/SMS)

  • CRM setup/cleanup & automations (pipelines, tags, workflows)

  • Lapsed/reactivation outreach & pledge recovery

  • Impact updates & mini-report templates for stakeholders

  • Board/ambassador engagement toolkits & micro-asks

Expected Outcomes

  • Higher retention and repeat support

  • Faster, more consistent follow-up

  • A clean CRM with clear next steps

Let's Talk

Ready to strengthen relationships?

info@wellsbridgegroup.com

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