The 30-Day Campaign Launch Checklist
Most campaigns lose their first month to sequencing errors — not to a lack of effort. Work that had to happen in week one gets discovered in week four, and everything downstream slips. This is the order that keeps you out of trouble.
Week 1 — Become a legal entity that can accept money
Nothing else can start until this is done, and every day of delay is a day you cannot fundraise. Do these in parallel, not in sequence:
- File your statement of candidacy and committee registration. Federal candidates file with the FEC; state and local candidates file with the secretary of state or the county clerk. The thresholds that trigger registration differ by jurisdiction — look yours up rather than assuming.
- Get an EIN. It is free, takes about ten minutes online, and every bank will ask for it.
- Open the committee bank account. Bring the EIN, the filed registration, and your treasurer. Personal accounts are never acceptable, and commingling is the fastest way to turn a campaign into a legal problem.
- Name a treasurer who will actually do the work. The treasurer is legally accountable in most jurisdictions. A friend who agreed as a favor and does not return calls in October is a genuine liability.
- Write down your disclaimer text. Every jurisdiction words it differently, and it has to appear on mail, digital ads, signs, and texts. Getting the exact string decided in week one saves you from reprinting later.
The one thing people skip: read your jurisdiction's actual contribution limits and reporting deadlines before you take the first dollar. Refunding an over-limit contribution in November is a story. Never accepting it is not.
Week 2 — Get the data before you need it
Data acquisition has lead times that surprise first-time candidates. Start it now so it is sitting there when the field plan is ready.
- Order the voter file for your district. Depending on the state, this comes from the secretary of state, the county, or a licensed vendor. Some states fill orders in hours; some take two weeks and a notarized affidavit.
- Establish the district's real shape. Precinct lists, ward boundaries, and split precincts. If your district was redrawn recently, verify with the current official map, not last cycle's.
- Pull the last three comparable elections. Turnout by precinct in the last two cycles of the same election type tells you where the votes actually are. A presidential-year number will lie to you about a municipal race.
- Do the arithmetic on your win number. Expected turnout times the share you need, plus a margin. Every field, mail, and digital decision for the next year gets justified against this one number. If you cannot state it, you are guessing.
- Set up the CRM before the data arrives. Importing 40,000 voters into a system you chose that morning is how duplicate records and lost contact history begin.
Week 3 — Decide what you are actually saying
Message discipline is the cheapest advantage in politics and the one most campaigns abandon first. Do this work while there is still time to think.
- Write the rationale in one paragraph. Why you, why this office, why now. If it takes more than a paragraph, it is not finished. Every stump speech, mailer, and ad is a compression of it.
- Pick three issues and stop. Voters remember three things about a candidate at most, and usually fewer. A campaign with nine priorities has none.
- Write the opposition's case against you. Honestly, in their voice, at full strength. Then write your answer. Doing this in month one instead of during a debate is the difference between a prepared response and a bad news cycle.
- Lock the visual identity. Colors, fonts, logo, and the photo you will use for the next year. Changing it in September costs money and confuses recognition.
- Build the website with a real signup form. Not a placeholder. Every day it is not collecting emails and phone numbers is list growth you never get back.
Week 4 — Start the machine
Now the recurring work begins, and it never stops until election day. The goal of week four is to make each of these a habit rather than an event.
- Build the call-time list and start calling. Call time is the single highest-value use of a candidate's hours, and it is the first thing candidates avoid. Schedule it before anything else fills the calendar.
- Start the compliance runway for texting. Political SMS requires Campaign Verify and 10DLC registration for your committee. Begin it now, in week four, so it is not blocking you the week you need to reach voters. The timeline is here.
- Send the first email. Even to 200 people. A list you never write to is not a list.
- Recruit ten volunteers by name. Not "we will do a volunteer push." Ten specific people who said yes and are in the database.
- Knock the first doors yourself. Candidates who have knocked their own district make better targeting decisions for the rest of the campaign, because they have met the electorate rather than read about it.
- Put the reporting deadlines on a calendar with reminders. Campaign-finance filings arrive faster than you expect, and late fees are avoidable and public.
What week five looks like if you did this right
You can accept money legally. You know your win number and which precincts contain it. You know what you are saying and what the other side will say about you. Your list is growing daily, your compliance runway is under way rather than blocking you, and call time is a habit instead of a dread.
None of that is glamorous. All of it compounds. Campaigns are usually not lost in the final week — they are lost in the first month, quietly, and the bill arrives later.
The setup checklist inside the app ticks off when the work is really done — not when you say it is — and the Daily Plan carries unfinished items into tomorrow.
Start your campaign