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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

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
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 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

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 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

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

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

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

Lanaie Morgan
Teacher
Alder School
Raised:
$1,000.00
5

The overall service that we received from Big Fundraising Ideas was excellent!

Elena Pena
Assistant Principal
Price Elementary
Raised:
$10,040.00
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 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

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

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

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