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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.

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

The delivery and distribution of products was quick and easy! The entire fundraising process was extremely organized! Quick response to all questions! Kick-off was a blast! The kids were so excited!

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PTA President
Rodriguez Elementary
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$26,326.50
5

This was our first fundraiser and it ran very smoothly. It helped to have the packet to explain the fundraiser process. I had a team in place that facilitated the fundraiser which made my job much easier. We were pleased with the profits and especially the super party. Big Fundraising Ideas was very helpful throughout the entire program. Thanks again for helping our first fundraiser to be a huge success.

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Principal
Williamson Elementary
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5

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Principal
Archie Parr Elementary
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5

Big Fundraising Ideas did an exceptional job with our fundraiser. The overall service that we received was very good. The children and parents were very excited about the prize incentives. Big Fundraising ideas was excellent and I will definitely recommend them to others.

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PTO President
Ed Downs Elementary
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$24,831.00
5

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Flour Bluff Intermediate
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$17,384.50
5

Our experience with y'all has been fantastic!!! Everyone in the office has been so helpful, especially with our endless questions! We really loved that the products came in already boxed with the students name, teacher and grade on a label! You have no idea how much stress that took off! That is always one of the biggest hassles!

Thank you so much for making this the most stress free fundraiser ever! We look forward to working with you again!

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PTO Vice President
Gresham Elementary
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$8,550.50
5

Big Fundraising Ideas is always very helpful. They go out of their way to make sure our fundraisers go smoothly. If there is ever a question we can always call on them.

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Secretary
Sam Houston Elementary
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$17,899.50
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Coach
Rio Hondo Intermediate
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$17,260.00
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We have been working with Big Fundraising Ideas for over 5 years. Their service continues to be exceptional and they have helped us increase our profit tremendously!

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Assistant Principal,
C. Santos Benavides School
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$72,194.50
5

Big Fundraising Ideas provides an excellent product and excellent service. The individuals who delivered the cookie dough were very helpful as well. I would definitely recommend them to other schools considering a fundraiser.

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PTA Secretary
Stricklin Elementary
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$27,286.00
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!!

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Vice Principal
Flag View Intermediate
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$33,410.50
5

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Jennifer Golec
President H & S
Park Elementary
Raised:
$0
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.

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

Everything ran smoothly with Big Fundraising Ideas. Step by step instructions were great. Thank you!

Maria Elena Rodriguez
Fundraising Chair
John F. Kennedy Elementary
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$28,091.00