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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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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 very good. Product quality met everyone's expectations and the prize incentives were excellent! Big Fundraising Ideas was very good and I will recommend your company to the next board.

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PTA President
Schanen Estates Elementary
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PTO President
Sinton Elementary
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5

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Counselor
Sanders Elementary
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5

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Principal
Villarreal Elementary
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5

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PTA President
Flour Bluff Intermediate
Raised:
$17,384.50
5

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A/P and Fundraising
St. Mary's Charter School
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Assistant Principal
Price Elementary
Raised:
$10,040.00
5

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PTA Secretary
Fannin Elementary
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Fundraising Chair
John F. Kennedy Elementary
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Teacher
Alder School
Raised:
$1,000.00
5

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Assistant Principal
Lyford Elementary
Raised:
$28,217.50
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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$3,419.75
5

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Ed Downs Elementary
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Ruiz Elementary
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