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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 School Fundraising Guidebook provided by Big Fundraising Ideas is a life saver. As a full-time school district employee with many hats to wear, this guide’s efficiency helps our fundraising run on its own. The guide includes everything needed for a successful fundraiser. I enjoy the convenience of pulling out pre-made forms; making copies and sending them home with the students. It is an easy to follow, self explanatory manual that makes fundraising the successful task I didn’t mind taking on. This guide takes you that extra mile to meet your organizations needs, with little effort by following the time-line and instructions included. Many thanks to those who created this time saving guide which helps us achieve our goals.

Betty Hinkle
Fundraising Chair
St. Mary’s Charter School
Raised:
$18,648.40
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

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

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

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

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

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

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
Raised:
$13,143.65
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
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
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
Raised:
$24,831.00
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
Raised:
$7,944.50
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

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