Pro Tips!

Set a regular, standing phonebank day and time! “We’re phonebanking every Sunday. Start dialing at 11am; show up at 10:45am if you need training.” The big advantage of virtual phone banks is it’s so easy for phone bankers to sign up for a series, and show up.

Join other teams’ phonebanks to see how they do it! 

To get people up and running, post simple log-in steps in the chat. For example:

  1. Go to
  2. Click Start Phone banking.
  3. Enter password.
  4. Log in with or create Action ID.
  5. Let me know if you have trouble with any steps.

 Remind your Callers…​

  • Be friendly, upbeat and courteous.  Smile as you speak as this actually helps you sound upbeat.
  • Don’t waste time by engaging with someone who doesn’t support the candidate. Thank them for their time and move on.
  • When you get a message machine, record it as a “not home” and do not leave a message.
  • Try to reach everyone listed at that address.
  • Set realistic expectations: many people will not answer; you may make 20 calls to actually speak to 3-4 people.

Capture the Information​

  • Each phone bank has a script which will show you how to record the information for each call.
  • Remember:  Even when you talk to someone who is not a supporter, you are gathering important data that allows for better targeting of important resources.