Home / Playbooks
Relationship playbooks by role
Each playbook turns staying in touch into a plan you can run in under 30 minutes a week: tiers of relationships with a cadence for each, a 12-month calendar, ready-to-send messages, the weekly routine and what to track. Pick the one written in your field's language.
Donor Stewardship Plan Template (for fundraisers and development officers)
Donor Moves Management Plan Template for Major Gift Officers (for major gift officers)
Sphere of Influence Plan for Real Estate Agents (for real estate agents)
Networking Plan Template (for professionals whose network is their job)
Relationship Building Plan for Clients and Partners (for business development and partnerships)
Law Firm Business Development Plan Built on Relationships (for lawyers)
Investor Relations for Startups (for founders)
Board Member Engagement Plan for Nonprofits (for nonprofit executive directors)
How Often Should a Financial Advisor Contact Clients? (for financial advisors)
Candidate Nurturing (for recruiters)
Executive Search Business Development (for executive search and retained recruiting firms)
Account Management Plan Template (for account managers)
Stakeholder Engagement Plan Template (for government affairs, public affairs and project leads)
Alumni Engagement Plan (for alumni relations and advancement teams)
Donor Retention Strategies (for fundraisers and development directors)
Media Relations Plan Template (for PR and communications professionals)
Real Estate Farming Plan (for real estate agents)
Referral Marketing Plan for Relationship-Driven Businesses (for consultants, advisors and service professionals)
Customer Retention Plan Template (for account managers and customer success teams)
Venture Capital Deal Sourcing Through Relationships (for venture investors and platform teams)
Relationship Management Plan Template and Example (for business development and partnerships)
Notion Personal CRM Template (for people building a personal CRM in Notion (describe the database properties to create in the intro and tiers, and be honest about where a spreadsheet-style CRM stops working))
Airtable Personal CRM (for people building a personal CRM in Airtable (describe the base fields to create in the intro and tiers, and be honest about where a spreadsheet-style CRM stops working))
Have the plan. Now run it each week. Put each group on its own rhythm, from weekly to every three months. When someone is due, Capstone has the check-in written in your voice for you to approve.
Start 14 days free, then $25/mo
A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.