Sales
Manage your fundraising efforts from one single view
Created by -
Workflowy
Whether you're a non-profit or a charitable foundation, raising funds is an essential activity that will determine how successful and how much impact your organization can have.
This simple fundraising efforts template makes it easy to keep track of prospects through the fundraising process.
By using a fractal board layout, we can track prospects as your organization reaches out to them, schedules a call or meeting to pitch them on donating and finally following up once they've committed to making a donation.
Each prospect gets a card in this template. The card features sections to list the estimated amount you'll pitch them for, a likelihood % to make it easier to see which prospects are worth more of your time following up with, a place for their contact details and a notes section.
As you contact the individual prospects, you move their cards towards the right side of the board - making it easy to visually track where you ae with everyone at any given moment.
The bullet journal template has two main sections, the calendar, and the monthly '⏳ Future' sections.
The calendar - A long list of months with each month containing the days for that month. You'll add your tasks, notes and events under each day.
The future logs - Each month has a '⏳ Future' section that serves as a placeholder for activities that should be completed during that month but do not yet have a specific date.
The monthly log allows you to view all the events for a given month. You create this view by clicking on the bullet for the current month and then clicking on the star ⭐️ to save that view in the left hand sidebar.
The daily log allows you to quickly jump to today and work on the day's tasks and events, and add notes. You create this view by searching for 'Today' in the menu bar and then clicking on the star ⭐️ to save that view in the left hand sidebar.
