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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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What Our Customers Say

5

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

Pete Morales
Principal
Zapata South Elementary
Raised:
$24,062.50
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 overall service that Big Fundraising Ideas provided was very good and they were also helpful when we needed them. In addition, product quality was good.

Janice Rudd
Principal
Pinecrest School
Raised:
$2,500.00
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

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.

Wanda Clark
Principal
Williamson Elementary
Raised:
$8,528.83
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

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

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!

Marilee Howard
PTO Vice President
Gresham Elementary
Raised:
$8,550.50
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

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

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

We have worked with Big Fundraising Ideas for 5 years now and are completely pleased with their service. I would recommend them to everyone!

Rey Escalante
PTA President
Flour Bluff Intermediate
Raised:
$17,384.50
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

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!

Brenda Martinez
Assistant Principal,
C. Santos Benavides School
Raised:
$72,194.50
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