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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.

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What Our Customers Say

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
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

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

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

We enjoyed working with Big Fundraising Ideas. The service was excellent and we recommend them highly.

Raynaldo Perez
Principal
Archie Parr Elementary
Raised:
$22,031.00
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

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
5

It was a great experience and great products. The overall service that we received from Big Fundraising Ideas was very good.

Chanda Goff
Dance Committee Sponsor
The Colony Education Center
Raised:
$500.00
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

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

Pete Morales
Principal
Zapata South Elementary
Raised:
$24,062.50
5

Big Fundraising Ideas provided us with exceptional service. Product quality was first-rate and the sales incentives were excellent! We ended up selling more this spring than last fall – excellent for us!

Ruben De La Rosa
Assistant Principal
Lyford Elementary
Raised:
$28,217.50
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.

Monico Rodriguez
Principal
O'Grady Elementary
Raised:
$20,462.50
5

Wonderful!! I couldn't have asked for a better company to work with. The overall service that we received from Big Fundraising Ideas was exceptional. I will definitely recommend them to others.

Jennifer Golec
President H & S
Park Elementary
Raised:
$0
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 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