Resources
Start here: Links to everything I offer…
If you’re part of an arts, cultural, or heritage organisation looking to get more from your CRM, Ticketing or other systems, you’re in the right place.
Whether you’re not sure where to begin, need help with a specific project, or want strategic guidance that sticks, this is where you’ll find everything I offer — all in one place.
News & Upcoming Resources
Free Webinar: 3 ways your CRM/Ticketing solution could be costing you money
Organisations of all sizes face a common challenge: managing customer relationships efficiently. Whether you’re a small business, a non-profit organisation, or a large enterprise, choosing the right CRM solution for your ticketing, fundraising, CRM needs is crucial.
Join Helen on Wednesday 21st January 2026, 11:30am-12:30pm, for this free informative webinar that will identify 3 ways your CRM could be costing you money and guide you through the essential steps and considerations for selecting the perfect CRM/Ticketing solution tailored to your organisation’s business needs.
Free resources
From Data & Systems Hell to CRM Mastery
Join my LinkedIn group Data & Systems Hell to CRM Mastery, a place to find out more about how to make CRM work for you to build your audience and increase your income. If we’re not already connected on LinkedIn then connect with me here and let me know you found me via this page.
5 Ways a CRM can Boost your Business and Build your Audience
If you’ve been meaning to get to grips with your CRM my free guide is the perfect place to start. It includes tips to help you avoid costly CRM mistakes, understand your CRM goals, choose the right system, simplify your processes and build audience connection and engagement.
Data Policy Checklist
My data management policy checklist will help you to identify some of the key things you need to think about in addressing data management and in making sure that you comply with data protection regulations.
Free 30 minute call
A free no obligation chat. A chance to discuss your current CRM situation and the ways I can help you to move forwards.
Insights & Resources
Articles, tools and resources to help arts, cultural and heritage organisations get more from their CRM and digital systems.
Digital Tools & Resources
Attract Connect Engage
My brand new, easy-to-use tool that helps you clarify your exact CRM/ticketing requirements, matches you with system suppliers to find the right CRM/ticketing system for you – helping you grow your audience and increase your income.
Attract Connect Engage (Suppliers)
If you are a supplier of ticketing, CRM, fundraising, EPOS and other relevant software system get in touch to find out how to be added to ACE as a vendor.
Data Management Policy Template
A data policy is important because it helps protect an organisation's data and to comply with data protection laws and regulations. My Guide to Creating a Data Policy takes you through everything you need to include in your Data Policy.
CRM Consultancy
If you need to find the right CRM/Ticketing System for your organisation I offer a range of 1:1 consultancy packages which can be tailored to suit the individual needs of your organisation.
Tools of the Trade and Special Offers
This section is about sharing some of the things I think will be useful to my audience.
They are tools that I have either used myself in my business or I have researched and used with my clients. In the spirit of transparency there will be other similar solutions available.
Segment & track your audiences with MHM’s Culture Segments Tag tool
Morris Hargreaves McIntyre’s Culture Segments tag tool is a powerful tool used to understand and engage arts, culture and heritage audiences across their whole business. It’s a psychographic system that allows you to identify from eight different culture segments the 3 or 4 that are right for you so you can better target your current and future audience.
What’s great is you can link it to your CRM/Ticketing system and add the segment tagged data to your existing database records to use in your plans, campaigns and reports. I am a Culture Segments tag partner and if you want to find out more click the More Information link. Please note that should you go on to sign up, I may be paid for referring you.
Sign up to DynamO Pricing: a simple solution to boosting ticket revenue
DynamO Pricing is a simple to set-up and use demand-based pricing for tickets tool that you can use alongside your CRM/Ticketing system. I love it because there’s no set-up or up-front recurring fee, it only takes about one day to set-up and the company are small and customer focussed. If you want to find out more click the More Information link. Please note that should you go on to sign up, I may be paid for referring you.
Try Capsule CRM for contacts, sales pipeline, emails & task management
I use it in my business for keeping all my contacts in order, managing projects from initial enquiry through every stage of the project I’m working on. It’s great for arts, culture, heritage businesses who are managing projects/deals/contacts and don’t necessarily need things like ticketing, memberships, epos or retail etc. Note by using my affiliate link I may be paid for referring you.
Not sure where to start?
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