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Prospecting Best Practices

Learn tips & tricks on how to efficiently prospect on Instrumentl

Rebecca Huber avatar
Written by Rebecca Huber
Updated over a month ago

Use the Sorting and Filtering options to narrow down on Funders - When going through all your grant matches, you can Sort and Filter to prioritize the ones most relevant to you:

  • narrow down by Funder Type (Corporate vs. Government vs. Private Foundation Grants) or by Funding Use (General Operating grants vs. Capital grants vs. Project/Program).

Hide from all projects - If your organization is apparently ineligible for an opportunity, hide it from all projects to save other users’ time. Additionally, keep in mind that you can filter searches to exclude Hidden Opportunities across the organizations.

Where to prioritize time between prospecting vs. tracking/applying/nurturing:

  • You’ll want to strike a balance between the two so that you are devoting time to apply for a grant and build a relationship with the funder, rather than always searching for new opportunities.

  • Example: after a team has determined 3 great-fit grants that all have deadlines in the next month (or quarter), efforts will be shifted towards grant writing for those 3 proposals, and relationship building with those funders, and less effort will be spent prospecting new grants.

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