DEAR HOST FOR HARRIS,

Thank you for hosting a phonebank for Team Harris-Walz!

Phonebanks help us energize, organize, and mobilize voters all across the country through meaningful conversations. Holding these events together helps us:

• Build community, answer each other’s questions, and ensure everyone has a good experience.
• Talk with undecided voters to share why we support Kamala.
• Boost turnout through high-quality conversations with real voters.

This toolkit includes resources and information to ensure your phone bank is impactful and successful!

Before your phonebank

We have a few easy steps for you to set up your phonebank!

1. Create Your Event in Mobilize

• Fill out the Host a Phonebank form on Mobilize.
• Phonebanks take 2 hours and can be scheduled any time.
• Make the event private so that if can only be accessed by the people you send the link to. It won’t be publicly listed anywhere.
• It will take 24 – 48 hours for an administrator to approve your event.

3. Get Your Call List

• Go to www.go.kamalaharris.com/calls to get the most recent dialer link.
• Ask everyone who is coming to have their smartphone, laptop, and possibly headphones.
• Test the link before your phonebank to make sure it’s all set up!

how to post your event on mobilize

Mobilize is an online platform for our campaign to centrally place all of our events, make our events visible, and follow up with participants who sign up.

Follow the steps below to create and register your phonebank in Mobilize. You can find the event form here.

Step 1. Create your personalized event title: e.g. Victor’s Phonebank, Denver Friends Phonebank, etc.)

Step 2. Set your event visibility to
private: event details will be available to only those you share your event link with.

Step 3. Include logistics details for your guests: your address, parking and anything else. If you are doing the event virtually, include the Zoom link.

Step 4. [Optional] Add a co-host here: if you are hosting with a friend.

Step 5. Approval: it will take between 24-48 for an administrator to approve the event.

Step 6. The invite: share your event link with your list of invited guests

COMMUNICATION templates

Phonebanks are a fun opportunity to gather with friends and make a positive impact on the election! We encourage you to come up with creative ideas for your event (“Cookies and Calls for Kamala”, anyone?).

At the end of the day, there is power in coming together to make calls in community. You can use and customize these templates to invite, confirm, and follow up with invitees.

Invite Email

Thank You Email

Confirm Text

DURING your phonebank

IN PERSON | Preparing for your Phonebank

Getting things ready in advance will help your phonebank run smoothly! Here is a list of all the things you’ll need to do ahead of time.

1. Familiarize yourself with the script and talking points. Ultimately, the best conversations are the ones where you can share your genuine enthusiasm about Vice President Kamala Harris and Governor Tim Walz and also ask and listen to what the voter has to say. Our call scripts are carefully crafted and evidence-based. It’s important to use the script to help guide your conversations as you’re talking to voters.
2. Print necessary materials. See the checklist below for all of the materials we suggest printing for your phonebank.
3. Make sure you know how to use the dialer. You can do this by testing out the link that your organizers gave you or by attending a national organizing phonebank to see what it’s like in practice.
4. Read the agenda or create your own. See the agenda below for ideas!
5. Know how you’ll train and support your fellow callers. You might have very experienced callers or people who are brand-new to phonebanking. Some callers might need more instruction. You can let the pro phonebankers go ahead and do their thing while the others learn the basics. It’s good to have a separate space where you can troubleshoot while others are dialing.
6. Get some water and snacks ready! Phonebanking is thirsty work! Having water and snacks available to your phonebankers is appreciated.

IN PERSON |Agenda

Here is an agenda for your phonebank. It’s best to make calls together for at least one hour so that everyone can get the hang of it!

1. Welcome and Introductions: 10 minutes

• Welcome everyone and thank them for coming.
• Share a little about why you support Vice President Harris and Governor Walz.
• Ask people to introduce themselves, share why they’re supporting Harris-Walz, and whether or not they’ve phonebanked before.

2. Who We’re Talking to and Why it Matters: 5 minutes

• Our campaign strategy is to reach voters everywhere! Phone calls are critical to persuade undecided voters and recruit volunteers, share critical voter education information, and mobilize voters to take action with us.
• Phonebanking is a great way for us to talk to lots of hard-to-reach voters.

3. How We’re Calling and What We’re Saying: 10 minutes

• We will be using a dialer that automatically connects us when someone answers the phone. You can use the dialer from a browser on your phone. It uses a local number, so your number won’t be shared.
• There might be periods of waiting in between conversations.
• Preview a script in the dialer.

4. Practice! 10 minutes

• Have people pair off and practice going through the script together.

5. Review Best Practices and Set Expectations: 5 minutes

6. Make Calls! 60 minutes

7. Debrief and Take a Photo: 10 minutes

• See the debrief guide below in this PDF document.

ONLINE | Preparing for your Phonebank

Getting things ready in advance will help your phonebank run smoothly! Here is a list of all the things you’ll need to do ahead of time.

1. Familiarize yourself with the script and talking points. Ultimately, the best conversations are the ones where you can share your genuine enthusiasm about Vice President Kamala Harris and Governor Tim Walz and also ask and listen to what the voter has to say. Our call scripts are carefully crafted and evidence-based. It’s important to use the script to help guide your conversations as you’re talking to voters.
2. Get your links ready. You’ll need a Zoom link, dialer link, and a link on best practices to share with your callers in the chat. You’ll also need information on how people can sign up for their next shift!
3. Make sure you know how to use the dialer. You can do this by testing out the link that your organizers gave you or by attending a national organizing phonebank to see what it’s like in practice.
4. Read the agenda or create your own. See the agenda below for ideas!
5. Know how you’ll train and support your fellow callers. You might have very experienced callers or people who are brand-new to phonebanking. Some callers might need more instruction. You can let the pro phonebankers go ahead and do their thing while the others learn the basics. It’s best if you can create breakout rooms on Zoom to talk privately with anyone who needs support.
6. Check in! What are some ways you might share the joy of calling together while you’re on Zoom? Think about how you might make it competitive (Bingo?) or fun (dance break?).

ONLINE | Agenda

Here is an agenda for your phonebank. It’s best to make calls together for at least one hour so that everyone can get the hang of it!

1. Welcome and Introductions: 10 minutes

• Welcome everyone and thank them for coming.
• Share a little about why you support Vice President Harris and Governor Walz.
• Ask people to introduce themselves, share why they’re supporting Harris-Walz, and whether or not they’ve phonebanked before. Depending on the size of the group, you should do this either through the chat or by coming off mute.

2. Who We’re Talking to and Why it Matters: 5 minutes

• Our campaign strategy is to reach voters everywhere! Phone calls are critical to persuade undecided voters and recruit volunteers, share critical voter education information, and mobilize voters to take action with us.
• Phonebanking is a great way for us to talk to lots of hard-to-reach voters.

3. How We’re Calling and What We’re Saying: 5 minutes

• We will be using a dialer that automatically connects us when someone answers the phone. You can use the dialer from a browser on your phone. It uses a local number, so your number won’t be shared.
• There might be periods of waiting in between conversations.
• Preview a script in the dialer. A great way to do this is to share your screen and walk through the different elements in real time.

5. Review Best Practices and Set Expectations: 5 minutes

• Remind everyone that if they’re having tech troubles, they can message you privately and you can try to troubleshoot together in a breakout room.
• Ask everyone to mute their Zoom audio and call through their phone so that you can still see each other but not hear each other.

6. Make Calls! 60 minutes

7. Debrief and Take a Photo: 10 minutes

• See the debrief guide in the PDF document.

After YOUR phonebank

Debrief

• Thank everyone for attending your event!
• Talk about how it went! Ask people to share about their experiences. What worked? What was difficult? Any good stories?
• Ask attendees to fill out the call debrief form in the Resources section of this guide.
• As a host, you can provide feedback directly to the campaign through your Mobilize event.

Close Your Event on Mobilize

• Go to your Mobilize event and mark who attended and who didn’t make it.
• Submit any feedback to the campaign and let us know if there’s anything we can to do help!
• Thank you for hosting!

Share the Joy (on Social Media)

• Don’t forget to take a picture of the group! Posting action shots and memories online helps build momentum. Maybe a friend will see it and join you next time!
• You can also use Reach to share pictures and content with your friends, family, and other Harris-Walz supporters.

Download Reach using the following QR codes:

Enter the Campaign Code: HWVDJ3

Below are additional resources that you can use to ensure you have a positive and successful phonebanking experience:

• How to Have Quality Conversations
• How to Use The Dialer

Lastly, if you would like to view or print out the full guide that includes forms like call debrief, sign-in and invite list, you may download the PDF:

download phonebank Hosting guide (PDF)