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

Pete Morales
Principal
Zapata South Elementary
Raised:
$24,062.50
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
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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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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.

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Principal
Petronila Elementary
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$4,208.17
5

Our Big Event Fundraiser was the most profitable fundraiser we have ever had. The overall service was exceptional and I will definitely recommend them to others.

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Principal
O'Grady Elementary
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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
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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
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

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
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$17,899.50
5

We have done business with you for several years and we keep coming back! Thank you for your organization, service and personal attention!

Carmen Zavala
Principal
Villarreal Elementary
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5

The overall service that we received from Big Fundraising Ideas was exceptional. Easy and profitable!

Lanaie Morgan
Teacher
Alder School
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$1,000.00
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
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$7,944.50
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

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

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.

Deborah A. Morales
PTO President
Ed Downs Elementary
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$24,831.00