Client relationship management and new business development – when performing at their best - ensure that the pipeline for current and future fundraising is effectively filled. With our extensive experience building both new and existing prospect, donor, and constituent relationship management programs, The Phoenix Philanthropy Group guides organizations in constructing the most effective infrastructure and culture to manage client relationships, enhance existing business, seek new business, and generate diversified revenue institution-wide.

Areas of Expertise

• Best-practice policies, procedures, and systems for managing information and data within the organization
• Tools that empower staff and board to be more effective in relationship management and new business development
• Goals, benchmarks, and tools to measure and evaluate performance for achieving strong client relationship management
• Culture and mindset of effective customer service and relationship management