Minneapolis, Minnesota HubSpot for Nonprofits and Purpose-Driven Business Established 2014
Field notes 53 pieces

Stuck on something? We've probably written about it.

Migrations, donor models, and the hard parts of running a donor system, written down as we hit them.

Or browse by what it is, below. Nothing here is gated.

Want it when we write it?

New field notes when there are new field notes. No drip sequence.

Everything

The whole index.

Links are shareable: every filtered view has its own address.

Lake One Updates

Lake One Earns HubSpot's Non-Profit Industry Specialization Badge

Lake One has earned the Non-Profit Industry Specialization Badge, part of HubSpot's Partner Badges program recognizing organizations with va

Read the update nonprofit cross-sector
Media

Lake One Earns HubSpot Data Migration Accreditation

What the accreditation is The Data Migration Accreditation is earned by submitting completed migration work for HubSpot to review. That incl

Watch nonprofit cross-sector
Thinking

Kindful Renewal: Is HubSpot a Bloomerang Alternative?

If you run a nonprofit on Kindful, you already know the situation has changed. Kindful was acquired by Bloomerang and is no longer really it

Read it nonprofit cross-sector
Thinking

Migrating from eTapestry to HubSpot: What Nonprofit Leaders Need to Know Before They Start

eTapestry earned its place. For small and mid-size nonprofits that needed a real donor database without a six-figure price tag, it delivered

Read it nonprofit cross-sector
Thinking

Moving from Spreadsheets and Email to HubSpot for Nonprofits: What Leaders Need to Know Before They Start

Every nonprofit starts somewhere. For a lot of them, that somewhere is a shared Google Sheet and a Mailchimp account. It works well enough i

Read it nonprofit cross-sector
Thinking

The Biggest Gap in Nonprofit CRM Isn't a CRM Problem

A note before we get started: We use Fathom at Lake One, I'm an investor, and the Fathom links here are referral links. The category logic h

Read it nonprofit cross-sector
Thinking

Your Nonprofit Doesn't Need a CRM Migration. It Needs a CRM Strategy.

After years with a legacy CRM, your nonprofit has finally decided it's time to move on. Your team is ecstatic. You choose a platform built f

Read it nonprofit cross-sector
Thinking

Migrating from Blackbaud to HubSpot: What Nonprofit Leaders Need to Know Before They Start

HubSpot isn't Blackbaud. It wasn't built for fundraising the way Blackbaud was, and if you go into a migration expecting a one-for-one swap,

Read it nonprofit cross-sector
Thinking

Why Most Nonprofit CRMs Feel Heavy (and It's Not Just the Software)

Read it nonprofit cross-sector
Thinking

Can HubSpot Manage Nonprofit Pledges? - Yep!

A donor pledges $10,000 to your capital campaign, payable in monthly installments. You log it in your donor database, send a thank-you, and

Read it nonprofit cross-sector
Thinking

Nonprofit Website Best Practices: How to Turn Your Site Into a Fundraising Engine

Nonprofit websites carry a lot of weight. They tell stories, share updates, and showcase impact. But at the end of the day, they’re also one

Read it nonprofit cross-sector
Thinking

Signs Your CRM is Fatigued: CRM Data Management

Your CRM should be the backbone of your sales and marketing efforts. It gives teams visibility, keeps data organized, and makes reporting st

Read it for-profit cross-sector
Start here

Reading is cheaper than a rebuild. Talking is cheaper still.

Bring your mess, not a brief.