Purpose / Outcome
We upskill your team to confidently manage and optimise digital fundraising in-house. Training is tailored to your exact tech stack and fundraising goals, so your staff don’t just learn how to use the tools, they learn how to apply them for measurable results.
Inclusions / Deliverables
Platform-specific workshops (email, ads, CRM, analytics)
Hands-on exercises built around your workflows
Flexible formats: 1:1 coaching, small groups, or train-the-trainer
Resources: guides, recordings, checklists, and follow-up Q&A clinics
Approach / Methodology
Pre-session discovery → review tech stack and goals
Curriculum design → tailored agenda using real campaign examples
Training delivery → interactive sessions with practical exercises
Post-training support → recordings, cheat-sheets, and optional coaching
Purpose / Outcome
We equip your team with ready-to-use resources that make it easier to plan, launch, and optimise campaigns. Toolkits and playbooks give staff proven starting points, reducing trial-and-error and speeding up execution.
Inclusions / Deliverables
Toolkits: step-by-step guides, channel checklists, campaign planners
Templates: mobile-optimised email templates, social ad layouts, dashboards
Playbooks: donor journey best practice, social content planning, ad optimisation, impact reporting
Delivery formats: editable Google Docs/Sheets, Canva, or interactive guides
Approach / Methodology
Needs assessment → review campaigns and identify gaps
Resource development → create tailored templates aligned to your brand
Delivery & walkthrough → provide editable files and training session
Ongoing support → optional clinics or periodic updates
Purpose / Outcome
We design and run collaborative workshops that align your team, uncover insights, and produce clear, practical outcomes — from refining strategy to campaign planning or capability building.
Inclusions / Deliverables
Tailored workshop design for strategy, campaign planning, or upskilling
Facilitated sessions with interactive exercises (brainstorming, journey mapping, prioritisation)
Custom workshop materials (slides, Miro boards, worksheets)
Documented action plans and next steps post-session
Approach / Methodology
Pre-workshop discovery → clarify objectives and success metrics
Agenda design → prepare materials and exercises
Facilitation → guide structured discussions and capture decisions
Wrap-up → share written outcomes and optional follow-up session
Purpose / Outcome
We help you step back and refresh your digital fundraising strategy, aligning activity with current goals, identifying quick wins, and updating your roadmap for the next 3–6 months.
Inclusions / Deliverables
Current-state review: recent campaign performance, gaps, challenges
Quick-win optimisations: channel-specific recommendations for immediate impact
Strategic alignment: recalibrated goals, channel mix, and KPIs
Updated strategy document with prioritised action plan
Approach / Methodology
Discovery → collect campaign data and organisational updates
Workshop → review findings and identify opportunities
Strategy refresh → update roadmap and provide documentation
Optional follow-up → check-in session to track implementation
Purpose / Outcome
We provide senior-level marketing expertise on a flexible basis, giving you strategic leadership and hands-on delivery without the cost of a full-time hire. This ensures momentum, accountability, and stronger in-house capability.
Inclusions / Deliverables
Strategic leadership → campaign planning, roadmap development, board-level insights
Ongoing support → campaign oversight, team mentoring, hands-on delivery
Flexible engagement → scalable hours, retainers, or project sprints
Measurable outcomes → consistent execution, stronger internal capacity, data-driven reporting
Approach / Methodology
Discovery → review organisational goals and team structure
Roadmap → set focus areas, timelines, KPIs
Delivery → provide strategic input, mentoring, and execution support
Review → regular check-ins and optimisation of strategy
Purpose / Outcome
We help configure and optimise your CRM and automation platforms, ensuring accurate data, reliable reporting, and donor journeys that scale.
Inclusions / Deliverables
Platform setup & configuration (accounts, roles, integrations)
Data management → tagging, segmentation, hygiene, reporting views
Campaign & journey integration → email automations, donor journeys, campaign tracking
Best-practice guidance on compliance, scalability, and optimisation
Approach / Methodology
Discovery → review systems, data quality, and goals
Configuration → set up/reconfigure CRM fields, integrations, and journeys
Testing → QA automation flows and data syncs
Training & handover → documentation + team training sessions
Purpose / Outcome
We design and implement automated email journeys that nurture, engage, and convert supporters, ensuring they receive the right message at the right time.
Inclusions / Deliverables
Journey mapping and audience analysis
Copywriting and design for persuasive, on-brand emails
Automation setup in chosen platform (Mailchimp, Raisely, ActiveCampaign, Salesforce MC, etc.)
Testing and reporting dashboards for opens, clicks, conversions
Approach / Methodology
Discovery → review audience and goals
Design → map journey triggers, timing, and messaging
Build → write, design, and configure flows
Test & launch → QA across devices and inboxes
Optimisation → reporting and recommendations for improvement
Purpose / Outcome
We fix and future-proof your integrations so data flows seamlessly between systems. From diagnosing sync issues to advising on long-term architecture, we keep your tech stack running smoothly.
Inclusions / Deliverables
Issue diagnosis → troubleshoot integration errors across CRMs, donation platforms, and marketing tools
Data flow audits → spot missing fields, sync delays, or reporting gaps
Fixes & configuration improvements for reliable automation and reporting
Best-practice integration guidance for long-term scalability
Approach / Methodology
Discovery → audit systems and identify pain points
Diagnosis → locate root causes of errors or breakdowns
Resolution → fix issues and restore accurate data flow
Strategy → provide recommendations for long-term reliability
Validation → test integrations and handover documentation
From one-off projects to ongoing partnerships, we deliver across the full marketing mix. Some organisations come to us for a single campaign, others rely on us month after month to manage channels like email, ads, or SEO. Whatever the scope, our role is to bring clarity, creativity, and consistency, helping your nonprofit engage supporters and grow impact.
Digital Fundraising
Strategy
Campaign Creative
Content Production
Email Marketing
Automation
Google Ads Grant
Paid Media
SEO
Donor Journey Mapping
Landing Pages
Daniel Frattaroli — Project Manager, IPS Workforce Development at Orygen
We specialise in nonprofits, charities, and for‑purpose organisations. But we do also offer a number of services for commercial clients as well.
Yes, we can manage standalone campaigns, but we recommend starting with strategy so your spend is effective.
It depends on scope, from a one-off workshop to a 12-month 12 months engagement. We’ll recommend the right path after our first conversation.
Yes, absolutely! We have hybrid working arrangements, so some meetings can be online. Where it’s best to travel, we choose economy fares to maximise value.
As above, yes we can. We have worked with international organisations, and can be flexible with meeting times based on time zone.
Book a free strategy call today and see how Heartburst can help your NFP plan, launch, and scale campaigns that make a difference.