“Partnering with LavaBox on a recent strategic engagement has been textbook great partnership. They have been fantastic with a regular communication cadence, transparency on where things have been challenging or hit roadblocks, and working in lockstep with me and the customer to drive a great outcomes. Grateful for all of the collaborative work John and team!”

Meg Dismer, Salesforce

“Over 4 years of partnering with LavaBox across nonprofit projects of all sizes, the standout quality has been seamless communication and alignment - presenting one united front to our customers. The LavaBox team consistently keeps me informed on project progress, challenges, and new opportunities, so I'm always well-prepared going into every customer conversation. Working with the LavaBox team is an absolute pleasure.”

Guy Fisher, Salesforce

“LavaBox exemplify what it means to truly be a partner, building trusted relationships with stakeholders on all sides of the project.I'm always confident putting them in front of customers, not only to protect our commercial interest, but also those of our customers.”

Dan Masters, Salesforce

Sub-Verticals

Select a sub-vertical

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Fundraising

Grant Making

Health & Human Services

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Financial services NFP narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Financial Services

Hi [First name],

I wanted to introduce you to John McLean (Nonprofit Practice Director) and James Cooper (Commercial Director) at LavaBox (lavaboxconsulting.com/nfp).

LavaBox's two specialisations are financial services and nonprofit, which makes them uniquely positioned for [Organisation]. Financial services clients include First Mortgage Trust, Booster Finance, and Forsyth Barr. NFP clients include Greenpeace, St John, Breast Cancer Foundation NZ, and many others.

Case studies: lavaboxconsulting.com/salesforce-case-studies

John and James, I'll leave you to connect.

Thanks all.

Volunteer Management

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Volunteer Management narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Volunteer Management

Hi [First name],

I wanted to introduce the team at [Organisation] to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp).

Volunteer management is a strong fit for Salesforce where organisations need to manage onboarding, communications, engagement history, rostering and reporting in one place. LavaBox can help shape the right starting point for [Organisation].

John, I will leave you to connect:
https://calendar.app.google/us8HsRPqKEQmYrmP7

Thanks both.

Memberships

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Memberships narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Memberships

Hi [First name],

I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp).

Membership management is one of LavaBox's specialisations. They've worked with NZ Certified Builders, Icehouse, and NZ Historic Places Trust to automate renewal cycles, build member self-service portals, and connect billing systems to Salesforce.

John, I'll leave you to connect:
https://calendar.app.google/us8HsRPqKEQmYrmP7

Thanks both.

Advocacy

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Advocacy narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Advocacy

Hi [First name],

I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp).

LavaBox has worked with leading advocacy organisations across ANZ including Greenpeace and Fairtrade ANZ. They understand the dual relationship challenge advocacy orgs face, managing supporters and stakeholders from a single platform.

John, I'll leave you to connect:
https://calendar.app.google/us8HsRPqKEQmYrmP7

Thanks both.

Education

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Education narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Education

Hi [First name],

I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp).

Education Cloud is one of LavaBox's NFP specialisations. They implemented Education Cloud for School of Philosophy, transforming their enrolment and payment processes for 5,000+ students, and the solution is now expanding globally.

Case study: player.vimeo.com/video/780153099

John, I'll leave you to connect:
https://calendar.app.google/us8HsRPqKEQmYrmP7

Thanks both.

Health & Human Services

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Health & human services narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Health & Human Services

Hi [First name],

I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp).

LavaBox has deep human services experience across ANZ. Clients include St John, Burnett Foundation Aotearoa, Bowel Cancer NZ, Blind Low Vision NZ, and RSL Victoria. They specialise in structured case management, outcomes reporting, and system integration on Salesforce.

John, I'll leave you to connect with the team at [Organisation]:
https://calendar.app.google/us8HsRPqKEQmYrmP7

Thanks both.

Grant Making

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Grant making narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Grant Making

Hi [First name],

I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp).

Grant making is one of LavaBox's core NFP specialisations. They transformed Taranaki Foundation's entire grants process on Nonprofit Cloud and Experience Cloud, delivering a digital application portal, committee workflow, disbursement tracking, and impact reporting from end to end.

Case study: player.vimeo.com/video/887486114

John, I'll leave you to connect with the team at [Organisation]:
https://calendar.app.google/us8HsRPqKEQmYrmP7

Thanks both.

Fundraising

Choose the nonprofit pattern that best matches your client. Select one below or from the sidebar to see positioning, reference clients, and a ready-to-send intro email.

Fundraising narrative to be added. This area should explain the client pattern, the Salesforce angle, LavaBox's point of view, and the most useful AE opening for this opportunity type.

Intro email,

Fundraising

Hi [First name],

I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp).

Fundraising and always-on donor lifecycle management on Marketing Cloud is one of LavaBox's key specialisations. They have delivered this for St John, Greenpeace, Breast Cancer Foundation NZ, and many others across ANZ.

Case study from St John: player.vimeo.com/video/489104074

John, I'll leave you to connect with the team at [Organisation]. Book an Exploration and Alignment Session:
https://calendar.app.google/us8HsRPqKEQmYrmP7

Thanks both.

Email Intro Builder

Generate, personalise, and copy your intro email.

Fill in the client's name and organisation, select your scenario, and the email updates live. One click to copy it straight into Gmail or Salesforce.

Name and organisation fields are for your use only. Nothing is saved or stored anywhere.

Prospect's first name

Organisation

Use case

Scenario

Intro contact

Paste directly into Gmail or Salesforce Email

Team Appointment Links

Opportunity type

John McLean

Nonprofit Practice Director & Cofounder

Use John for core Salesforce nonprofit opportunities, including Nonprofit Cloud, Sales Cloud, Service Cloud, Experience Cloud, discovery, roadmap and strategic fit conversations.

+61 48 207 1731

+64 27 779 9955

Email/Slack

john.mclean@lavaboxconsulting.com

Appointment availability

Feel free to send through an invite at a time that works for you and your client, or pass on the appropriate appointment link directly.

minutes

Internal alignment or fast qualification before introducing LavaBox to the customer.

Copy

minutes

Short introduction or focused follow-up.

Copy

minutes

Standard customer discovery or working session.

Copy

minutes

Mutually agreed extended working session for opportunity playbacks or deeper discovery.

Copy

Trent McDiarmid

Marketing Cloud Practice Lead

Use Trent for Marketing Cloud opportunities, particularly where the sales cycle is focused on supporter journeys, segmentation, automation, donor engagement or Marketing Cloud-only scope.

+61 XX XXX XXXX

+64 XX XXX XXXX

Email/Slack

trent.mcdiarmid@lavaboxconsulting.com

Appointment availability

Feel free to send through an invite at a time that works for you and your client, or pass on the appropriate appointment link directly.

minutes

Internal alignment or fast qualification before introducing LavaBox to the customer.

Copy

minutes

Short introduction or focused follow-up.

Copy

minutes

Standard customer discovery or working session.

Copy

minutes

Mutually agreed extended working session for opportunity playbacks or deeper discovery.

Copy

John McLean

Nonprofit Practice Director & Cofounder

Trent McDiarmid

Marketing Cloud Practice Lead

John McLean + Trent McDiarmid

Nonprofit Practice Director & Cofounder + Marketing Cloud Practice Lead

Use John and Trent together where the opportunity spans core Salesforce and Marketing Cloud, especially fundraising, supporter engagement, data, segmentation and cross-cloud transformation.

+61 48 207 1731

+64 27 779 9955

Email/Slack

john.mclean@lavaboxconsulting.com

+61 XX XXX XXXX

+64 XX XXX XXXX

Email/Slack

trent.mcdiarmid@lavaboxconsulting.com

Appointment availability

Feel free to send through an invite at a time that works for you and your client, or pass on the appropriate appointment link directly.

minutes

Internal alignment or fast qualification before introducing LavaBox to the customer.

Copy

minutes

Short introduction or focused follow-up.

Copy

minutes

Standard customer discovery or working session.

Copy

minutes

Mutually agreed extended working session for opportunity playbacks or deeper discovery.

Copy

Video Library

Shareable client videos.

Send these directly to prospects before or after the first meeting. Each link works without a login, no friction for your client.

Hato Hone St John

Nonprofit

Hato Hone St John Takes Their Supporter Scheme Digital

Customer Experience (CX)

Efficiency

Growth

Marketing Cloud

st-john-supporter-case-study

Taranaki Foundation

Nonprofit

Taranaki Foundation Manages Rapid Increase in Grant Applications with Ease

Growth

Efficiency

Experience Cloud

Nonprofit Cloud

taranaki-foundation-case-study

School of Philosophy

Nonprofit

Making facilitators, administrators and students' lives easier with Salesforce Education Cloud

Efficiency

Customer Experience (CX)

App Exchange Solutions

school-of-philosophy-case-study

Accelerators

Fixed scope. Fast to value.

Each accelerator is designed to get a client to value quickly and set up the ACV that follows. Every card is framed around the AE problem it solves.

Fundraising + Marketing + Data 360

A fixed-scope accelerator that connects donor data, activates Marketing Cloud with always-on lifecycle journeys, and gives the organisation a single view of every supporter. Designed to get a client from "we have the tools" to "the tools are working", with measurable uplift in donor retention and digital channel shift.

Program and case management

Structured client intake, case tracking, referral management, and reporting against outcomes. Fast enough to show value quickly, deep enough to replace the spreadsheets for good. Works across disability, health, family services, and workforce programs.

Grant making

End-to-end grants process: digital application, assessment workflow, committee review, disbursement tracking, impact reporting. Experience Cloud as the applicant portal. Taranaki Foundation case study available.

Nonprofit Cloud rebuild

This is the strategic play, not a quick close, but the conversation that sets up everything else. LavaBox runs a structured gap analysis between the client's current NPSP state and Nonprofit Cloud, builds the business case for the board, and delivers a phased rebuild that sets the client up for the next five years.