Weekly Action Checklist

In order to stay on top of activist engagement, here is a recommended checklist for weekly outreach and actions.

You should perform these tasks for all the activists assigned to you. For guidance on using Stampede for easy outreach, you can follow the instructions here.

Filter to see only your assigned activists, by selecting “My team” in the search and filter bar on the Stampede organizing page. You’ll see a number rating to the right of each person’s name.

• For anyone marked 0 – Pending:

  • Make sure their ladder status has been updated to “Prospect” if they have completed their onboarding call.

  • If they haven’t scheduled an onboarding call, consider emailing or texting them with a reminder to do so.

• For anyone marked 1 – Prospect:

  • Reach out to invite them to an upcoming shift or community event.

• For anyone marked 2 – Recruit:

  • If they attended their first shift in the past week, reach out to see how it went, how they’re feeling, and if they have any concerns. Invite them to another upcoming shift/event

  • If they did not sign up for or attend a shift over the past week and haven’t RSVPd to anything, reach out to invite them to an upcoming shift or event

• For anyone marked 3 – Member:

  • If they haven’t attended any shifts/events in the past few weeks and haven’t been attending biweekly 1:1 calls with you, text them to check in