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CO4Pete: Phone Banking Step One

CO4Pete: Phone Banking Step One


Hi, my name is Melinda and I’m a
volunteer with Colorado for Pete Buttigieg and, if all goes well, we’re gonna
take you from “I don’t even know how to get started phone banking!” to, “I’m ready to
make calls!” So here we go! The very first thing you’re gonna do is
go to Pete’s website, so peteforamerica.com a site that we should all be
familiar with right? peteforamerica.com And on the left-hand side of his website you’re gonna see a drop-down bar and select “take action.” Once we’re redirected to take action we’re gonna scroll down a little bit and choose to
make calls from home. Click on that tab, you’ll get redirected again. That’s gonna
direct us to a site with our highest priority phone calls, which is currently
Nevada, and we’re gonna get two options: one is to pick a time here and sign up
for calls later, you can do that and then you’ll get emailed the information I’m
about to show you, or for the purpose of this video we’re gonna select “act now.” Again, we’re being redirected to this fabulous tool that was created by PFA
and just spend some time reading over this page, all right, it has everything
you need. It’s gonna talk about who we are calling and what we’re talking to
them about, it’s gonna talk about the call hours, and this information will
change depending on who we’re calling and where we’re calling. So when you go
to Pete for America and take action and make calls from home, make sure that
you’re opening this up each time because it may change. You’ll see that there are
two links here related to trainings. The campaign has put these together, they’re amazing. This is proprietary information so I’m
not going to go through these slides with you, but you’ll click on this, you’ll
open it up, and it has a lot of wonderful information. The second link here under
trainings is how to get set up with a vpb account so that you can make
phone calls. Super user-friendly and intuitive, so check out both of those. And
then you’re gonna select the script which is right here, alright? When you
sign into your vpb account a script is gonna populate on the screen. That script
is gonna differ a little bit from what we have right here, alright. So they
recommend using the script here so I went ahead and printed it off. That’ll be
easier for me to read off the paper script while I’m recording information
onto the computer. You could also do a split screen or really whatever system
works for you, okay. So I have the script printed, I’m gonna read through it a few
times, I’m going to become comfortable with it, I might practice it a few times.
I definitely encourage that if you’re new to phone banking. So once you’ve
done the trainings and you’ve read the script, you’re gonna go here to virtual
phone banking and you’re gonna open this link okay. You’ll create your account,
I’ll show you that in a moment. Be sure and check out these tips too, and
then there’s contact if you have questions. I’m going to open up the
virtual phone banking. I already have an account, so it’s gonna look like this, and
then I’m gonna click “get started,” I’m gonna get a name, a phone number, I’m
going to start making calls. I’m not gonna open this right now because it’ll
populate with somebody’s name and their their contact information and I don’t
want to share that, but that is how you get started! Watch for another video, I’ll
actually take a video of making some phone calls, and walk you through that
process as well. Team Pete! Let’s go!

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