Phone Banking for the Campaign Field Beginner

Why phone bank?

Although it can be tedious, phone banking is one of the most efficient ways to share your platform. Phone banking provides potential supporters with a personal touchpoint, giving them a voice to associate with the cause. In addition, phone banking allows for constituents to ask specific questions and concerns, helping voters to feel heard and appreciated. 

Before

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  • Assemble Your Team. Phone banking can take a lot of manpower! Make sure you have an appropriate number of callers prepared. If you are not paying your callers, consider providing some incentive, like swag or food, to keep them motivated.

  • Set Up Your System. While you can still have callers manually dial numbers on burner phones, there is a plethora of auto-dialer options online that can help speed up the calling process. Make sure that your script and call list are accurately uploaded into your system, and ask a volunteer to test their login code to ensure a speedy start. 

  • Know Your Story. Make sure that you know your story inside and out, especially when using a cover. All your calls will most likely be to the same area, and you never know who knows who. Be sure that all callers know who they are, who they are working for, and why they are interested in the project. 


During 

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  • Stay Positive. Even though you may be passionate about your campaign, the people you are calling are probably not. Do not be surprised if some people do not pick up, hang up, or yell at you for interrupting their workday. As frustrating as it can be, it is important to not dwell on the past and move on to the next call.

  • Make It Personal. Remember to be genuine and authentic throughout your phone calls. People enjoy talking to passionate individuals, so really allow your personality to shine through. 

  • Don’t Argue. Phone banking is about making friends, not enemies. If you call someone who is vehemently against your campaign, simply thank them for their time and get off the line as quickly as possible. In this moment, your voice is the voice of your campaign, so use it wisely. 



After

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  • Shut Down Your System. While it can be helpful to make calls after 5pm when more voters are home from work, many individuals will become angry if they are called too late into the night. Consider stopping your calls for the day around 8pm, as this will prevent potential supporters from becoming angry with your campaign. 

  • Compile Your Data. Campaigning today is all about data collection. Most dialing systems have a built-in recording system and data analysis feature, which can help you quickly review and understand your metrics. Make sure to keep track of this data, as it will let you know how successful your calls are throughout the entirety of your campaign. 

  • Make A New List. Be sure to take a few minutes at the end of the day to prepare your list for the next day. Start by scrubbing your list of opponents and negative call experiences, as this will make your next day more manageable. In addition, prioritize phone numbers that did not answer to ensure that someone talks to them the next day.

Darden Copeland