Campaign Intake Form
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Campaign Representative Information
Name Prefix
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Mr.
Ms.
Mrs.
Miss
Mx.
Dr.
Prof.
Rev.
First Name
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Last Name
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Role/Title
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Primary Phone
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Primary Email
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Preferred Method of Contact
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Phone
Email
Text
Campaign Information
Campaign Status
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Considering running
Exploratory phase
Active campaign
Office Being Sought
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President
US Senate
US House
Governor
Attorney General
Secretary of State
State Senate
State House/Assembly
Mayor
City Council
Candidate Name
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Legal Committee Name
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Campaign Launch?
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Election State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Election Date(s)
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Estimated Campaign Budget
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Under $50,000
$50,000 – $100,000
$100,000 – $150,000
$150,000 – $200,000
$200,000+
Current Team
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Advisor(s)
Full Team
Campaign Manager
Chief of Staff
Finance Director/Treasurer
Compliance Rep/Consultant
Field Director
Field Team
Volunteers
Campaign Website (optional)
Primary Decision Maker(s) (Name, title)
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Social Media Links (optional)
Consulting Needs
How soon do you need consulting support?
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Immediately
Within 30 days
Within 3 months
Just exploring options
Campaign biggest challenges currently?
What services are you interested in?
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Campaign Strategy
Messaging & Communications
Fundraising Strategy
Accounting Services
Digital Campaign Strategy
Field Organizing
General Campaign Management
Compliance Guidance
Voter Targeting / Data
Trainings
Path to Victory
Not sure – need guidance
Additional Information
Initial Consultation Scheduling
Make an Appointment: You will be able to choose from available Appointments on the next step
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