Phone Banking Toolkit

This resource contains sample documents you can edit and adapt to your campaign.

Add a shortcut to this toolkit to your personal Drive, or download all of these documents from the toolkit folder itself.

This toolkit provides essential resources to help prepare your volunteers for phone banking, including a detailed phone banking checklist. It also includes a sample training agenda, persuasion script, sign-in sheet, tally & check-in sheet, and a key talking points handout to ensure your volunteers are organized and well-prepared. These documents are designed to help streamline your campaign’s phone banking efforts, increase volunteer efficiency, and strengthen outreach to voters.

To learn more about the contents of this toolkit and how to train volunteers to phone bank, take our course “Fundamentals of Field Tactics.”