Intake Form

Intake Form

Please take a moment to fill this form in so we can prepare to chat with you. These answers will remain fully confidential.
Personal Info:
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Home Address:

Street Address

Street Address Line 2

CityState

Zip Code
Campaign Details:
Office Running For:
Formal & Official Campaign Name:
Which of the follow have you already completed for this campaign cycle:

Created a LogoDeployed a WebsiteDesigned a Brochure or Palm CardHired Any StaffPrinted SignsCreated Social Media PagesFacebook Political Post AuthorizationHave Professional PhotosFiled C-1 (Treasurer Appt Form)Held EventsRaised MoneyReviewed Voter DemographicsRecieved EndorsementsCampaign Bank AccountHave Ability To take Credit Cards OnlineNone of the above
Have you registered your campaign with Secretary of State
Do You Have a Treasurer:
Which things will the treasurer handle:
Current Treasurer Name:
Treasurer Email:
Treasurer Cell:
Do you have an EIN (Employer Identification Number) for your campaign:
EIN:
If you have an EIN please share here
Campaign Name Shown On EIN:
Address Shown On EIN Form:

Street Address

Street Address Line 2

CityState

Zip Code
Which company do you use to take credit cards:
When considering a consulting group, what services were you interested hiring for:

Overall strategy servicesSocial Media Full MgmtSocial Media Ad BuyingMessagingDesignAccountingWebsite Creation & MgmtEventsData AnalysisTextingOpposition ResearchOrganization Build OutAd / Video CreationPollingFull Campaign Mgmt.Image ConsultingMedia BuyingOnline Reputation Mgmt.Event Mgmt.Email List & StrategyCalendar & Timeline MgmtGraphic DesignBrand Creating & BrandingPhotography
Digital Assets

Please share info and access info about items you might already have:
Do you have a campaign website:
What Is Your Website URL:
Who Created Your Website:
Facebook Page Address: (If Applicable)
Instagram Page Address: (If Applicable)
Tik Tok Page Address: (If Applicable)
X Page Address: (If Applicable)
Design

Please share info and access info about items you might already have:
Primary Campaign Color (if applicable)
2nd Campaign Color (if applicable)
If You Have Any Will You Please Upload Campaign Logos Here:

(Preferred Files types are .ai, .eps, .svg, .pdf | if not, no worries, please upload anything you have)
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If You Have Any Will You Please Upload Campaign Sign Designs Here:

(Preferred Files types are .ai, .eps, .svg, .pdf | if not, no worries, please upload anything you have)
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Please upload photos you have or would like to use: (Headshots, family, action shots, working shots, talking shots)

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Fundraising Goal:
Approximate Amount Raised So Far:
How Many Opponents Do You Currently Have:
Opponents Names
TALKING POINTS

Please share some of your top issues and reasons for running.
Talking Point # 1 Headline
Talking Point #1
Talking Point # 2 Headline
Talking Point #2
Talking Point #3 Headline
Talking Point #3
Talking Point #4 Headline
Talking Point #4
Anything else you would like to share?
What biographical information might be helpful? Could be things like: education, past leadership roles, organizations you are or have been part of, boards you have served or do serve on, personal background, family life, offices held etc.
Grassroots
Do You Plan On Having Any Super Volunteers: (select all that apply)

Yes, I've had general offers of helpYes, I've had offers to help with specific thingsYes, I've had help in the past, and hope they will help again.Not yet
Do you already have any endorsements:
If Yes, Who:
Should be Empty:

Intake Form

Personal Info:

Campaign Details:

Digital Assets

Design

TALKING POINTS

Grassroots