Understanding Prospect Plans

Summary A prospect plan is a multi-step outreach plan built for one specific constituent. It gives fundraisers a way to keep individualized strategy, progress, and collaboration in Signal instead of tracking the work somewhere else. Prospect plans can also be duplicated for similar prospects and linked to a blueprint for broader roll-up reporting.

When to use a prospect plan

Use a prospect plan when outreach needs to be tailored to one specific prospect rather than sent to a broader audience.

Prospect plans are a good fit when a fundraiser needs a personalized sequence of steps, wants to track progress in Signal, and may later reuse a similar structure for another prospect.

What you can do with a prospect plan

In Cadences 2.0, users can create a prospect plan for a single constituent, choose a success metric, build the sequence of outreach steps, and keep the work connected to the rest of their fundraising activity.

Note: This article covers Cadences 2.0, the newer outreach experience. Read Cadences vs. Cadences 2.0: What’s the Difference? or go to the original Cadences 1.0 help articles.

Watch the video to learn more about prospect plans and how they work.

Prospect plans can be saved as drafts, shared with colleagues or managers, and edited collaboratively. This makes it easier for teams to review progress, contribute to the plan, and stay aligned on next steps.

Users do not always need to start from scratch. A prospect plan can be duplicated, then adjusted for another prospect who needs a similar strategy. This saves time while still allowing the plan to stay personal and practical.

What to know

A prospect plan uses the same core mechanics as a cadence, but it is positioned differently. It is built for a single constituent.

A prospect plan is not the same thing as a blueprint. A blueprint is the reusable parent template used for broader reuse and reporting. A prospect plan is the live working plan used for an individual prospect.

If the same structure should be reused broadly across a team, a blueprint may be the better starting point. If the work needs to be customized for one person, a prospect plan is usually the better fit.

Collaboration and reporting

Prospect plans can be shared with other users so they can view or edit the plan. This supports collaboration between fundraisers, managers, and other stakeholders who need visibility into how a prospect strategy is progressing.

Prospect plans can also be linked to a blueprint. When multiple individual plans are tied back to the same blueprint, teams can review roll-up metrics across those plans and see how the broader strategy is performing over time.

Best practices

• Keep the plan customized, but do not make it overly complex just because it is personalized.

• Use manual steps where personal context matters most, and add timing or conditions only where they help the plan stay practical.

• Name plans clearly so they are easy to review, share, duplicate, and report on later.