The #1 Task Assigned to Your Prospect List

What's the best thing you can do for your prospect list?

Yes, you should be reaching out to them regularly with value added updates,

Yes, you should be combing them regularly to make sure they are still a fit for your fundraising needs.

Yes, you should be mindful of which organizations have regular calls for proposals vs which don't accept unsolicited applications.

The #1 thing you can do for your prospect list? CLEAN IT OUT!

Every quarter, go through your list and make sure:

1. All of your contacts are still with the funders you are tracking.
2. All emails are accurate.
3. All notes are up to date (ie when was the last time you reached out, what did you share, what response did you get?)

Cleaning out your prospect list quarterly will force you to reach out to all prospects regularly and make sure they are still the best points of contact for you. It will also encourage you to keep up with your intel tracking, identifying all points of intersection, and tracking whether funders are accepting proposals or not.

Check out our Prospect Tracker Template to stay on top of your prospect research, tracking and outreach.