| School | AD Name | Title | Phone | District | Region | Tier | Referred By | Status | Last Contact | Actions |
|---|
[Warm, confident tone. Smile while speaking.]
"Hi, is this [AD Name]? Great! This is Max. I'm a local Athletic Director here in the area and also the founder of CubFund. I'm reaching out because, as a fellow local AD, I was tired of paper forms and chasing checks, so I built a digital fundraising platform specifically for ADs like us to save time and raise more money. Do you have a couple of minutes to talk?"
[If gatekeeper answers:]
"Hi, this is Max, a local Athletic Director and founder of CubFund. I was hoping to catch [AD Name] for a couple of minutes to share a quick time-saving fundraiser built by an AD, for ADs. Is he/she available?"
"CubFund is a digital fundraising platform built by an athletic director, for athletic departments. Instead of dealing with paper forms, spreadsheets, and chasing checks, you can:"
- "Set up a fundraiser in 60 seconds"
- "Give each student their own QR code and donation link"
- "Watch the money come in on a real-time dashboard"
[Pause — let them react]
[Use these as talking points based on their response:]
- Zero upfront cost — "There's no subscription fee. We only take a small platform fee from donations, so you never pay out of pocket."
- Built by an AD — "I created this because I was tired of the same fundraising headaches. This was built from the ground up for people like us."
- Personal donation pages — "Each student gets their own page and QR code. Parents share it on social media, and donations roll in."
- Gamified leaderboards — "Students can see who's raising the most. It turns fundraising into a competition they actually want to win."
- One-click reports — "Need to show your principal where the money went? One click and you've got a full financial report."
- Referral bonus — "When you refer another AD, you earn a bonus. It pays to spread the word."
"Since I'm a local Athletic Director in the area, I'd be happy to swing by [School Name] in person, help you get signed up, and walk you through everything face-to-face. I can show you how to set up a live fundraiser in under 60 seconds and answer any questions."
"Would [suggest a specific day] work for me to swing by or schedule a brief call?"
[If yes — book it immediately and confirm details!]
[If hesitant — offer to send info first, then follow up]
"I'll also shoot you a quick email at [their email] with a one-pager so you can review at your convenience. Sound good?"
[After every call, immediately:]
- ✅ Log the call in the Call Logger tab
- ✅ Update the lead status
- ✅ Send follow-up email if promised
- ✅ Schedule meeting in calendar if booked
- ✅ Set reminder for next follow-up
"I hear that a lot! Most ADs I talk to are using catalog fundraisers or GoFundMe. What they find is that CubFund complements what they're already doing while cutting admin time in half. We're not asking you to replace anything — just add a powerful digital tool to your toolkit. Would you be open to seeing a quick side-by-side comparison?"
"That's actually the beauty of CubFund — there's zero upfront cost. No subscription, no contracts, no fees out of your budget. The platform fee comes from the donations themselves, so you never pay out of pocket. Your fundraising just gets more efficient."
"It's super simple — just 3 steps:
1. You create a fundraiser — name it, set a goal, pick an end date. Takes 60 seconds.
2. Add your student athletes. Each one gets a unique QR code and shareable link.
3. Students share their links, donors scan or click to give, and you watch it all come in on a real-time dashboard.
That's it. No paper, no spreadsheets, no chasing checks."
"There's no subscription fee at all. CubFund takes a small platform fee from each donation — that's it. You only pay when you're actually raising money. And here's the thing — because the digital approach reaches so many more donors, schools typically raise significantly more than they were with traditional methods, even after the fee."
"Absolutely! I'll send you an email right now with a one-pager and a link to our site. But before I go — would you be open to a 15-minute walkthrough next week? That way I can show you exactly how it would work for [School Name]. A lot of ADs tell me the demo is what sold them because they could see their own school on it. How does [suggest specific day] look?"
"Totally understand — these decisions often involve multiple people. Would it help if I put together a brief proposal you could share with them? I could also jump on a quick call with both of you so I can answer any questions they might have. Often the zero-cost, no-contract angle is what gets admin on board. When do you think you'd be able to bring it up?"
"I hear you, and honestly that's a big reason I built CubFund. Generic platforms like GoFundMe weren't designed for school athletics. CubFund was built from the ground up by an AD who had the exact same frustration. The key difference is the student-specific QR codes and personal pages — they make it personal, and that's what drives donations. Plus the gamified leaderboards get students competing to raise more. Would you give me 15 minutes to show you the difference?"
"I totally get it — ADs have the most packed schedules of anyone I know. That's actually exactly why CubFund exists — to save you time. Tell you what, I'll send you a quick 2-minute video walkthrough you can watch whenever it's convenient. Can I follow up with you in [suggest 1-2 weeks out] when things settle down a bit?"
- 🔥 Best call times: Tue-Thu, 9-11am or 1-3pm
- 🎯 Goal: Book the meeting, not sell on the call
- 👂 Listen more than you talk (60/40 rule)
- 📝 Use their name 2-3 times in conversation
- 🏈 Know their sports — mention a recent win!
- ⏰ Keep calls under 5 minutes unless they want to chat
- 💪 Smile while dialing — they can hear it!
Meeting Confirmation: CubFund Demo
Hi [AD Name], Great speaking with you today! As promised, I've scheduled our quick 15-minute walkthrough of CubFund for [Day, Date] at [Time]. Since I'm local, I'm looking forward to swinging by in person to show you the platform and help get everything set up. Here is a quick summary of what we'll cover: - How to set up a digital fundraiser in under 60 seconds - Launching student-specific QR codes & donation pages - Tracking live progress on your coach dashboard If anything comes up, feel free to text or call me at this number. See you then! Best, Max Founder, CubFund Local Athletic Director
CubFund - Digital Fundraising built by an AD, for ADs
Hi [AD Name], Thanks for taking my call earlier. I know you're busy, so as promised, here is some quick info on CubFund. As a fellow local Athletic Director, I built CubFund to solve the constant headache of paper order forms, spreadsheets, and chasing physical checks. Here is what makes CubFund different: 1. Zero upfront cost: No subscription fees or contracts. The small platform fee comes directly from donations, so you never pay out of pocket. 2. 60-Second Setup: Create a new fundraiser in under a minute. 3. Student QR Codes: Each student athlete gets their own shareable donation page and QR code (perfect for parents to share on social media). 4. Automated Leaderboards: Friendly competition keeps kids engaged and drives higher donation numbers. For more details, feel free to reply to this email or give me a call and I can walk you through the platform. Since I'm right down the road, I'd be happy to swing by in person to show you a quick 10-minute demo and help set up a test fundraiser. Let me know if next week works for a quick visit or a phone call! Best, Max Founder, CubFund Local Athletic Director
Sorry I missed you! (CubFund outreach)
Hi [AD Name], I just left you a quick voicemail. This is Max, a local Athletic Director here in the area and founder of CubFund. I was hoping to connect briefly to share a zero-cost, digital fundraising platform I built specifically to help ADs and coaches eliminate paper forms, spreadsheets, and chasing physical checks. Most schools using our student QR code donation links end up raising significantly more money with half the administration time. Since I'm local, I'd love to swing by in person next week to show you how it works or jump on a brief 10-minute phone call. Do you have any availability next week? Best, Max Founder, CubFund Local Athletic Director
| District Name | Superintendent Contact | Supt. Outreach Status | Schools Contacted / Total | Meetings Booked | District Wins | Outreach Progress |
|---|
| Username | Password | Role | Comm % | Actions |
|---|
| Employee | Wins (Won Deals) | Current Commission Rate | Total Value Sourced | Total Commission Earned |
|---|
| School / Organization | Referred By | Deal Value ($) | Commission Rate Applied | Payout Amount | Closing Date |
|---|
| Timestamp | Employee | Event Type | Activity Details |
|---|
| Asset Name | Shared By | Shared Date | Size | Actions |
|---|---|---|---|---|
| No shared files or links found. Share the first asset! 📁 | ||||
Appears here when client shares their screen
Create a room, then click "Share Screen" or "Share Camera"
Stripe split payments automate bank deposits. Payout options let you customize if the platform or the school absorbs credit card merchant fees.