New client intake — Win Blue Strategies

Who you are

How we reach you, and the name that goes on the ballot.

Full name as it will appear on the ballot *

What you go by

If people call you something other than your legal first name.

Email *

Mobile *

Best time to reach you

Home address

Where you live. The campaign-finance forms will not accept a P.O. Box here.

Town or city

State

ZIP

Website

The race

What you are running for, and where.

Office *

District or seat

A number is fine — 13, 53, Ward 2.

County or municipality

Which election

Are you the incumbent?

Election day

Primary, if there is one

Petitioning

Where you are with signatures — not started, in progress, already filed.

Who else is running

Names if you know them, and anything worth knowing about them.

Endorsements already in hand

What happened last time

If this seat was contested recently, what do you know about how it went?

Committee & compliance

Skip anything that is not set up yet — we help candidates open committees all the time.

Committee name

The registered name, e.g. Friends of Jane Doe. Leave blank if you have not filed yet.

Treasurer's full name

Treasurer email

Treasurer phone

State filer ID

From your committee registration. Blank is fine.

Campaign bank account

What you need from us

Tick everything that sounds right. Nothing here is a commitment.

When you want to start

Raised so far

A rough number is fine.

What you expect to spend in total

Brand & accounts

What already exists, so we build on it instead of starting over.

Never send passwords or logins on this form. If we end up working together we will set up access properly, with you in the room.

Logo, if you have one

PNG, JPG, WebP or GIF, up to 4MB.

Your colours

In plain words — navy and gold, red white and blue. No codes needed.

Website

Facebook

Instagram

Anywhere else

Compliance details

These are the exact fields the New York campaign-finance forms ask for. Filling them in here means we can have your paperwork ready instead of chasing you for it later — but none of it is required today.

I have these to hand — let me fill them in now

We never need an account number, a routing number, a PIN or a tax ID on this form. Just the bank and branch the committee account sits at.

Last thing

How did you hear about Win Blue Strategies?

Anything else we should know

What you are worried about, what you want this race to be about, anything that does not fit above.

Win Blue Strategies · Oneida County, New York
What you send here is used to prepare for our conversation and is not shared outside the firm.