Create a Call Sheet in 5 Minutes

Call time is the engine of a campaign's fundraising operation. A candidate should never pick up the phone without knowing who they're calling. This microlearning is a step-by-step guide to building an effective call sheet, the research document that gives your candidate everything they need to make a confident, well-informed ask.

You'll learn the 7 components every call sheet needs:

• Phone number and email

• City and state

• Employer and occupation

• Biographical details

• Political giving history

• Spousal information

• Space for call results and notes

The lesson also walks through where to source this information, including Google, social media, LinkedIn, and campaign finance sites like FEC.gov and OpenSecrets.org, plus how to prioritize your research so your highest-capacity donors get called first.

Finish in about 5 minutes, then use the linked call sheet template and annotated example to start building call sheets your candidate can actually use.