Crowdfunding for Beginners: Plan Your Goal, Fees, Reward Tiers, and Shipping Prep

Business & Strategy

Crowdfunding for Beginners: Plan Your Goal, Fees, Reward Tiers, and Shipping Prep

This beginner template for reward-based crowdfunding helps individuals or groups of 4 to 7 plan a first campaign for a new product, shop, or local project, from the goal and costs to shipping. The whiteboard has four pages. Page 1 sets your reasons, the goal, production cost, fees, shipping, and a reserve. Page 2 spreads reward ideas across six price tiers from $3 to $200 and three types. Page 3 compares cost, shipping, effort, and delivery time for five candidates and keeps rewards that avoid a loss. Page 4 sets the timeline from pre-launch to shipping and who does what by when. The task board has five columns, from Planning to Shipped, with 4 parent tasks and 3 subtasks each (16 in total). Fee rates, rules, taxes, and required notices go in set boxes and are checked on each service's official pages and with the tax office. You can write together with a limited-visibility team.

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crowdfunding reward tiers fundraising for beginners shipping prep
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① What you want to do and the goal (s... ② Why you are doing it (your reasons) ③ Why a backer would pay ④ Production cost (not just rewards) ⑤ Fees (check the rate on each service) ⑥ Shipping and packing ⑦ Reserve and what is left ⑧ Reward ideas table (based on the go... ⑨ What people said and worries (add a... ⑩ Loss check table (pick five candida... ⑪ Keep (amount left on ⑩ is positive) ⑫ Fix (change price, contents, or tim... ⑬ Drop (not offering this time) ⑭ Timeline from launch prep to shippi... ⑮ Owners and deadlines (writing, phot... ⑯ Check before launch (look it up on ... Crowdfunding Firs... How to use (4 pag... Goal and rewards ... Rules and things ... Costs and loss wo... Backer reasons an... 1/4 Write down plan a... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Spread out reward... ↙ 3/4 What you want to do and who fore.g. Bring jam made from local fruit to people from our town who now live far away Goal amount and how it is usede.g. Goal $3,300. Pays for jars and labels and the first batch Campaign period and who is on the teame.g. 40 days. Four of us split writing, photos, promotion, and shippingOwner: ____ e.g. Cut down on discarded imperfect fruit e.g. Let people outside town taste the local flavor e.g. Find out if people will buy before opening a shop Write why now, too e.g. They can taste the hometown flavor again e.g. They get it before the general sale e.g. They can join in and cheer us on Reread it asking, would I pay for this? e.g. Jars and labels $800 e.g. Fruit and sugar $550 e.g. Photo shoot $0 (we take them ourselves) Total: $____ Service rate: ____% (check the official site and write it) e.g. Fee = amount raised × the service rate e.g. Check whether payment processing has a separate fee and whether the rate includes tax Total: $____ e.g. Shipping $3 per item × 100 = $300 e.g. Box and padding $1 per item e.g. Check whether shipping changes by destination Total: $____ e.g. Reserve $300 (for price rises and re-shipping) e.g. Re-shipping for broken parcels also comes out of the reserve Check how taxes are handled and required notices on ⑯ with each service's official pages and the tax office Goal from ① − ④⑤⑥ − reserve = $____ Items Experiences Thanks $3 e.g. One thank-you postcard e.g. Photos of the making, visible only to backers e.g. A thank-you message $7 e.g. Two label-design stickers e.g. Join the online wrap-up event e.g. Your name on the backers list $20 e.g. One jar of jam (arrives before the general sale) e.g. Orchard visit (1 hour) e.g. A handwritten thank-you letter $35 e.g. One jar plus a bonus mini jar e.g. Join a jam-making workshop e.g. Your name on the back of the jar label $70 e.g. A set of 3 jars e.g. Workshop plus one jar e.g. Your name on the shop wall $200 e.g. 3 jars with a label in your chosen name e.g. Spend a day making jam with the maker e.g. Invitation to the thank-you party What people told youe.g. Asked five friends, and three said a $20 jar was the one they wanted most Ideas that look hard to shipe.g. A set of 3 fragile jars. Check the packing effort on ⑩ Ideas you want to reach more peoplee.g. Also hold the workshop online for people far away 3/4 Narrow to loss-fr... → 4/4 4/4 Run launch throug... Cost Shipping and packing Effort Delivery time Left after fees (... $7 thank-you e.g. $0 e.g. None e.g. One pass to build the names list e.g. 1 month after the end e.g. $7 − fees $20 one jar e.g. $7 e.g. $3 + $1 packing e.g. 10 minutes each e.g. 2 months after the end e.g. $9 − fees $35 workshop e.g. $5 in materials e.g. None (handed over on site) e.g. 2 hours each, venue fee e.g. 3 months after the end e.g. Splitting the venue fee by headcount risks a loss $70 set e.g. $20 e.g. $5 + $1 packing e.g. 20 minutes each (fragile) e.g. 2 months after the end e.g. $44 − fees $200 named e.g. $30 (naming included) e.g. $5 + $1 packing e.g. 2 hours each e.g. 4 months after the end e.g. $164 − fees (lots of effort) e.g. The $20 jar e.g. The $7 thank-you Add one line on why you keep it e.g. Cap the $35 workshop and split the venue fee e.g. Move the $70 set to a sturdier box Write one thing you will change e.g. The $200 named jars take too much effort e.g. No shipping overseas this time Keep the reason you dropped it Pre-launche.g. Up to 4 weeks before launchGet text and photos ready and register the ⑪ rewards. If there is a review, check how many days it takes on the official site Just before launche.g. 1 week before launchTell people you know the launch date and prepare the promotion text During the campaigne.g. The 40 days of the campaignPost a progress update once a week and answer questions Right after it endse.g. By the week after it endsThank everyone and check the amount raised and when the money arrives Shippinge.g. 1 to 4 months after it endsShip to match the delivery time on ⑩ and check that it arrived Owner Task Deadline How you know it i... Writing Owner: ____ e.g. Write the project and reward descriptions e.g. 4 weeks before launch e.g. Two of us read it aloud together Photos Owner: ____ e.g. Take 10 photos of the jam and the making e.g. 4 weeks before launch e.g. Brightness and size match Promotion Owner: ____ e.g. Tell social media and friends the launch date e.g. From 1 week before launch e.g. Made a table of the promotion plan Shipping Owner: ____ e.g. Check addresses and pack the boxes e.g. The delivery time on ⑩ e.g. Sent a shipping notice to everyone Fee rate and when the money arrivesCheck on each service's official pages that the rate you wrote on ⑤ is still the same and when the payout comesDate checked: __/__ / Payout timing: ____ Terms and what can be a rewarde.g. Check the official terms for rules on shipping food. Also ask the health department whether making and selling needs a permit and what the label must sayDate checked: __/__ Tax treatment and required noticesCheck required notices on each service's official pages and tax treatment with the tax officeChecked with: ____ / Date checked: __/__ → 2/4 Spread out reward... ↙ 3/4 Narrow to loss-fr... → 4/4 Run launch throug...
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Task board contents

Planning 16 items

Map goal and costs
Spread out rewards
Keep no-loss ideas
Launch to shipping
Write your idea
Write two reasons
List your costs
Set six price tiers
Fill the table
Add feedback notes
Pick 5 candidates
Calculate profit
Sort keep/fix/drop
Draw the timeline
Assign owners
Check before launch

Prepping launch 0 items

Live 0 items

Prepping shipping 0 items

Shipped 0 items

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