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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

5

For this being my first time ever doing this, Big Fundraising Ideas made the fundraising process extremely easy! They were always available to address any concerns that we had. The product quality was also great. Our sales actually doubled from previous years as we brought in more money than ever before! We are definitely interested in working with them again next year!

Chelsi Persellin
PTA Fundraising Coordinator
Webb Elementary
Raised:
$43,603.00
5

Our Big Event School Fundraiser ran smoothly from beginning to end. The overall service that we received was exceptional and I have already referred you to another school in our district.

Rick Gutierrez
Principal
Petronila Elementary
Raised:
$4,208.17
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

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 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.

Ginny Johnson
Fundraising Coordinator
Ninilchik School
Raised:
$3,419.75
5

I enjoyed participating in this fundraising event; least effort we have had to put forth.

Angie Ramirez
Principal
Kostoryz Elementary
Raised:
$30,820.50
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

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.

Lisa Zamoran
Secretary
Sam Houston Elementary
Raised:
$17,899.50
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.

Donnetta Herin
PTA President
Schanen Estates Elementary
Raised:
$17,623.67
5

The beginning and set up of the fundraiser was very easy and straight forward. It was very nice to work with Big Fundraising Ideas. The catalogs and prize sheets were easy to read and very user friendly.

Rachel Quarnberg
Fundraising Coordinator
Anderson Elementary
Raised:
$7,944.50
5

The overall service that we received from Big Fundraising Ideas was exceptional! I would definitely use Big Fundraising Ideas for our future fundraiser!

Marry Jo Torres
PTA Secretary
Fannin Elementary
Raised:
$14,396.00
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

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

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

Kari Smith
PTA President
Rodriguez Elementary
Raised:
$26,326.50
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