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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

Big Fundraising Ideas was very helpful as the student sales reports were excellent and done for you! It was a great money maker with little work involved!

Laurie Cisneros
PTA President
Noonan Elementary
Raised:
$26,618.00
5

The overall service that we received from Big Fundraising Ideas was very good and we will recommend them to others who might need a fundraiser.

Adan Ramirez
Assistant Principal
Pearson Elementary
Raised:
$10,350.00
5

The ordering, shipping and rewards process was easy to follow. The support provided was very helpful! Thanks!

Elizabeth Gongora
Principal
Le Noir Elementary
Raised:
$18,684.00
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 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

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

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

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

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
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

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

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

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

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

Angie Ramirez
Principal
Kostoryz Elementary
Raised:
$30,820.50