Dates: May 1, 5, 8, 12, 19 & 26, 1 - 2:30 PM ET (Zoom Meeting)

Cost: $100 per participant / $85 for 2 participants from the same organization / $75 for 3 participants from the same organization

60 participants max.

*Please note, all registrants will be provided with a link to the recording and presentation slides following the sessions. The recording will be available for 60 days.

A 6-part bootcamp where you'll get the strategies and systems to organize, automate, and grow your most important relationships, so you can build financial resilience without doing everything manually.

Many small nonprofits and charities are managing their most important relationships across spreadsheets, sticky notes, disconnected email lists, and tools that don't talk to each other. But imagine if you had a clear strategy for every relationship you manage. If you knew exactly who your donors, funders, volunteers, and community members are, where they are in their journey, and exactly what to do to turn one-time supporters into long-term advocates. The nonprofits and charities that have built long-term financial resilience didn't get there by working longer hours or relying on one person's memory to keep everything running. They got there by building smarter systems that free up more time they can spend with the communities they are trying to serve.

In this live 6-part bootcamp, you'll build the relationship management infrastructure your mission has always deserved, and leave with a live system, a clear strategy, and the foundation to build real financial resilience.

This bootcamp is for you if you're leading solo or working or on a small team of less than 10 at a nonprofit or charity, you're ready to stop managing relationships manually, and you want to build a system that works for how your organization operates. Whether you already have a CRM that isn't set up properly, or you're starting from scratch and don't know where to begin, you're in the right place.

What tools do I need before starting?

None. You don't need any specific tools or software before joining. In Part 1, we'll take a holistic look at how your organization operates, map out exactly what your tool stack needs, and assess what tools you already have and decide what you need. From there you'll have a clear picture of whether to stick with what you have, make a switch, add on, or start fresh.

Hailey will share her recommended platform, Echo Growth Engine, which is what she'll use to demonstrate and build throughout the series. Participants will have the option to sign up for a free 30-day trial and follow along in real time, implementing directly as each session unfolds. If you already have a CRM you're happy with, you're welcome to use that instead. The strategy and frameworks Hailey teaches work across any platform.

This bootcamp is not a passive learning experience. Between each 90-minute session, you'll need to dedicate approximately 2-3 hours to completing the implementation work, so you arrive at the next session ready to build on what you've done each week. By the end of Part 6 you'll have a fully configured, live system, but only if you put in the work between calls.

In this bootcamp, we'll cover:

‍

Part 1: Identify Your Software Gaps

We'll take a step back and get a clear, holistic understanding of how your organization operates and where the gaps are. We'll map out the features and functions you need in your tool stack and use that to create a clear picture of exactly what tools to keep and what tools need to be added on to fill the gaps. Hailey will discuss different options for your tech stack, answer questions about what you are already using, and walk through her recommended platform in detail. After this session, you’ll know exactly what you need to subscribe to so you can run your marketing, operations and automations smoothly. Note: All software subscriptions are paid for separately from this bootcamp.

‍

Part 2: Map Your Customer Journey

You'll get crystal clear on who your contacts are, what they need from you at every stage of their journey with you, and where your biggest opportunities are to save time and deepen relationships. We'll use that to map out your pipelines and define your journey stages, so everything you build in Parts 3 through 6 has a clear purpose and a strategy behind it.

‍

Part 3: Build Your Contact Structure and Segments

You'll build a contact structure that turns scattered spreadsheets, sticky notes, and inherited databases into one organized system where every relationship has the context your team needs to follow up with confidence. We'll cover how to consolidate and clean your contact lists, plan your segmentation strategy, and identify the information you need about each contact. Then we'll upload everything into your CRM together, so every relationship has context, every record tells the full story, and your database is organized and ready to use immediately.

‍

Part 4: Build Your Pipelines and Form

sYou'll build the pipelines that show you exactly where every relationship stands, so nothing gets stuck, no deadline gets missed, and no warm contact goes cold by accident. We'll build the pipelines and stages you mapped in Part 2 into your actual CRM and create your intake forms and embed them on your website so new contacts flow directly into the right pipeline the moment they reach out. This will become the foundation to building your automations.

‍

Part 5: Optimize and Automate Your Follow-Up

You'll learn how to automate the follow-up that's currently done manually so your relationships stay warm without adding to your plate. We'll cover what's possible to automate, what is best to automate, what needs a personal touch, how to write your email sequences, and how to build your workflows. We'll connect your other tools too, so everything is integrated and connected.

‍

Part 6: Go Live and Keep the Momentum Going

You'll learn how to test everything before going live, build your standard operating procedure library so your whole team knows how the system works, and map out the daily and weekly habits that keep your data accurate and your relationships moving forward long after the series ends.

‍

You'll leave with more than a working system. You'll leave with the strategy, the infrastructure, and the daily habits that mean your most important relationships never go cold, your team always knows what to do next, and you finally have time to focus on the work that moves your mission forward.

But support doesn't stop when the calls end. Between sessions you'll have access to the Scattered to Strategic Community, a private online space where you can ask questions, share wins, troubleshoot with other participants, and get support from Hailey between calls. You'll have lifetime access to the community after the bootcamp ends, so the connections and resources you build here stay with you long after Part 6. Inside the community you'll also find:

• Session recordings posted after each call so you can revisit anything you missed or want to go deeper on.

• Templates, worksheets, AI prompts, and implementation guides to support you through each week's build work so you're never starting from a blank page.

• 30+ video walkthroughs organized by topic covering the full feature set of Echo Growth Engine, available as a bonus for participants who choose to use the platform so you can move through the implementation work at your own pace between sessions.

Meet Your Coach

Hailey Walker is the Founder of Echoroot Growth Consulting, where she helps small nonprofits and charities build the strategic systems that make financial resilience possible. With over 10 years of experience in communications and marketing strategy, she has helped organizations save 20 or more hours a week, increase donations by 35%, and build the kind of relationship infrastructure that means funders renew, donors give again and again, and nothing falls through the cracks. Hailey has been where you are, and she built Echoroot to give mission-driven leaders the systems they need to have a bigger impact in their communities.

‍