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Call Script

Constituent Outreach

Constituent Call Sheet

Organize People · Organize Money · Organize Story

Caller / Organizer

Date

Time

Who We're Calling

Full Name *

Phone

Email

Best Contact Method

Best Time to Reach

Best Day

Opener
"Hi, is this ___________? My name is ___________ calling from the organization. I just want to understand — what inspired you to give to us? You have a couple minutes to talk about that?"

What inspired them to give?

Why do they give? (deeper motivation)

Language
"Do you speak Spanish? Kreyol? Would you prefer the next time someone calls that they speak that — because I can definitely make that happen."

Languages Spoken

Prefers Language-Matched Calls?

Language for Future Calls

If yes — flag for language-matched caller on next contact.

Listening & Life Check-In
"How have you been managing with everything that is going on?"

Listen. Don't rush. Note what they share.

What are they dealing with? What came up?

Engagement & Availability
"Are you open to knocking on doors, or talking to people on the phone in your community?"

Open to volunteering?

"Have you ever held a house meeting with the folks that live with you?"

Open to hosting?

Who lives with you?

Community Connections
"You attend church?"

Which church?

Some members from their church may already be involved.

"What type of work do you do?"

Employer / Job

Open to lunch & learn at work?

Personal Info

From Florida originally?

Originally from:

Married / Partner?

Has kids?

How many & ages?

Went to college in FL?

University & Degree:

Birthday 🎂

On LinkedIn?

LinkedIn / Handle:

Joy & Gifts
"Are you an artist? Do you draw, sing, play an instrument, make stuff? What do you do to find your joy?"

Tell me more:

The Message
"We believe the people always have the power. That's what we believe. We believe that if we can organize the people — organizing the people is the answer. If we can come together, we can win. That's what we do, and it starts local."
Campaigns & Issues
"In your area we have these campaigns. Are there specific updates you want to receive?"

Notes on issues they mentioned:

Invitations
"If we are having a small community meeting or dinner in your community, can we invite you? What's the best way?"

Open to community events?

Best way to invite them:

Contribution Beyond Giving
"What are other roles you feel you could have? How would you like to contribute beyond giving to help us build collective power?"

Listen for how they want to use their unique talents to help organize.

What feels meaningful to them?

Region

Region:

Wrap-Up Notes

Overall Engagement Level

Callback Status

Callback Window

Callback / Appointment Date

Additional Notes / Anything else that came up:

Constituent OutreachCaller: _______________  |  Date: 2026-10-24