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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

Have a question?

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

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Archie Parr Elementary
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The overall service that we received from Big Fundraising Ideas was excellent!

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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.

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A/P and Fundraising
St. Mary's Charter School
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PTO President
Sinton Elementary
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It was a great experience and great products. The overall service that we received from Big Fundraising Ideas was very good.

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Dance Committee Sponsor
The Colony Education Center
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Principal
Le Noir Elementary
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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!

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Assistant Principal
Ruiz Elementary
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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
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$33,410.50
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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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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The overall service that we received from Big Fundraising Ideas was very good and we will recommend them to others who might need a fundraiser.

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

The fundraiser went extremely well. From my perspective I had very little leg work to do. Collecting and mailing was all and when the product arrived it was very well organized into the individual classes. I think it went very well and will look forward to running it again next year.

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Fundraising Coordinator
Ninilchik School
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Big Fundraising Ideas provides excellent service and I definitely recommend them to others.

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Zapata South Elementary
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