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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before sending your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects helps your students develop a sales roadmap. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible, and reinforcing seller confidence, which in turn increases the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they make a purchase or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

Calculate Your Profit

Students, players, or participants selling.
Number of Participants
Recommended goal for each seller.
Products Sold per Participant
Your Estimate
Calculated Profit

Have a question?

Solve this simple math problem and enter the result. E.g. for 1+3, enter 4.

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What Our Customers Say

4

Working with Big Fundraising Ideas was a pleasure. They are very helpful, quick to respond and able to answer any and all questions...before and after the fundraiser!!

DeAnne Glenn
Vice Principal
Flag View Intermediate
Raised:
$33,410.50
5

The overall service that we received from Big Fundraising Ideas was exceptional. Easy and profitable!

Lanaie Morgan
Teacher
Alder School
Raised:
$1,000.00
5

My experience with your company was more than satisfactory. I have worked with vendors in the past and have never had such a smooth experience.

Amy Doughty
Sophomore Class Advisor/Teacher
Sandusky High School
Raised:
$1,102.50
5

The overall service that we received from Big Fundraising Ideas was exceptional! They were very helpful and organized. The fundraiser kickoff and incentives really motivated the students to sell!

Jane Trevino
Assistant Principal
Ruiz Elementary
Raised:
$19,159.42
5

We have always had a great experience with this sale from your end of the deal. Big Fundraising Ideas always works with us no matter what the issue is. They are excellent. They stay on top of things and are very helpful. Their reply/correspondence time is outstanding.

Betty Hinkle
A/P and Fundraising
St. Mary's Charter School
Raised:
$22,075.80
5

The overall service that we received from Big Fundraising Ideas was very good. Product quality was also very good while the prize incentives were excellent. Big Fundraising Ideas was very good and I will recommend them to others. Great job!

Misty Brannan
Secretary
F.W. Gross Montessori
Raised:
$3,293.00
5

Big Fundraising Ideas is wonderful to work with. They are always available to help me and fix any problem the day I call.

Valerie Layton
PTO President
Sinton Elementary
Raised:
$22,020.00
5

Big Fundraising Ideas provides excellent service. They go out of their way to help our school.

Sonia Longoria
Fundraising Chair
Leal Elementary
Raised:
$23,862.50
5

We really liked the service and the assistance that was given to us with our fundraising. Product quality was good and the prize incentives were excellent. Big Fundraising Ideas was excellent and I will definitely recommend them to others!

Kathy Ortiz
Counselor
Sanders Elementary
Raised:
$15,373.50
5

Thank you very much. It was a pleasure to work with Big Fundraising Ideas. God Bless you and your company. It was wonderful!

Angelica Perez
PTC President
Alma Pierce Elementary
Raised:
$23,757.00
5

The service I have received over the past several years has been excellent. Despite the fact that they are from out of town, their service is exceptional.

Gloria Paredes
PTA Vice President
Milton Elementary
Raised:
$18,336.00
5

The ordering, shipping and rewards process was easy to follow. The support provided was very helpful! Thanks!

Elizabeth Gongora
Principal
Le Noir Elementary
Raised:
$18,684.00
4

I got immediate answers via email to all my questions. The orders were packaged separately by seller which was a great help. There was only one item missing from one box. Overall I was very pleased.

Karen Meredith
BPA Sponsor/Teacher
Waller High School
Raised:
$1,055.87
5

Big Fundraising Ideas provided us with exceptional service. Product quality was first-rate and the sales incentives were excellent! We ended up selling more this spring than last fall – excellent for us!

Ruben De La Rosa
Assistant Principal
Lyford Elementary
Raised:
$28,217.50
5

Big Fundraising Ideas was very helpful as the student sales reports were excellent and done for you! It was a great money maker with little work involved!

Laurie Cisneros
PTA President
Noonan Elementary
Raised:
$26,618.00