Calltime, the systemized process of calling people and asking for money, should only be done one way (see The System). How the data needed to do calltime is stored and how the results of calltime are collected must be flexible and adaptable in order to be useful to people and organizations. In this guide, and the appendices below, we will lay out how to do calltime using a variety of tools, from state-of-the-art software to pen and paper.

Before you start calling you must make sure your space to make calls is in order. See:

The Call Room

Make sure you and your candidate have a proper set-up, depending on weather you are virtual or in-person

Virtual Calltime Staffing

In Person Calltime Staffing

If you are sending out texts before you call, see:

Pre-Calltime Texts

All the Data Needed for Effective Calltime

No matter what systems you are using, there is some data that is essential for good calltime. This data is listed below. If you were constructing a simple callltime rolodex in a spreadsheet, think of these as the columns. For each prospect you need as many of these things as possible:

• Name(s)
• Contact Information
  • Phone 1 (THE most important thing)
  • Phone 2
  • Email 1
  • Email 2
• Employer
• Occupation
• Connection to Client (iPhone Contact, FB Friend, Previous Donor, etc.)
• Prior donations to the campaign
• Notes Section (flexible. "married to John Smith" "College friend" "friends with Mayor Jane Doe")
• When to call them (this depends on what software you are using, but we always want to know the following)
  • People who need to be called after 5pm or on weekends
  • People in other time zones