WEBVTT NOTE This file was generated by Descript 00:00:34.321 --> 00:00:37.321 Duke: Once again, another shout out to Chills Music. 00:00:37.561 --> 00:00:41.041 The guy who did our intro song, man, I can't get enough of it. 00:00:41.941 --> 00:00:42.181 CJ: Yeah. 00:00:42.186 --> 00:00:42.841 It's awesome. 00:00:42.891 --> 00:00:44.391 , when I heard that thing, man, goosebumps. 00:00:44.451 --> 00:00:45.261 Goosebumps, 00:00:45.936 --> 00:00:48.021 Duke: this is one of the best things we ever did for the show. 00:00:48.321 --> 00:00:51.531 Anyways, if you was thinking about doing the same thing, we'll have 00:00:51.531 --> 00:00:54.381 a link of the description below for how to contact Chills music. 00:01:53.277 --> 00:01:54.447 All right, Corey, what are we talking about? 00:01:55.212 --> 00:01:55.692 CJ: All right, dude. 00:01:55.722 --> 00:01:59.412 Today we're talking about how to run a campaign using ServiceNow, a political 00:01:59.412 --> 00:02:01.122 campaign that is not a marketing campaign. 00:02:01.122 --> 00:02:03.736 Well, kind of marketing too, but a political campaign. 00:02:04.201 --> 00:02:08.221 Duke: Yeah, so for those of you who don't know, Corey has a very interesting hobby, 00:02:10.831 --> 00:02:14.701 CJ: It is the indeed . That's a great, that is a great way of putting it, right? 00:02:14.706 --> 00:02:17.666 So, uh, I'm involved very heavily, with local government 00:02:17.666 --> 00:02:18.976 here in the village where I live. 00:02:19.006 --> 00:02:21.986 And, I'm currently on our version of the city council. 00:02:22.206 --> 00:02:24.036 , I was appointed back in October. 00:02:24.236 --> 00:02:26.926 And, , I'm running for a new term, which is four years. 00:02:27.286 --> 00:02:30.016 and then prior to that, I'd run for this same spot. 00:02:30.016 --> 00:02:31.336 Back in, 2019. 00:02:31.336 --> 00:02:34.126 I lost by about 50 votes, which kind of sucked. 00:02:34.486 --> 00:02:35.026 Um, 00:02:35.156 --> 00:02:35.786 Duke: the village 00:02:36.172 --> 00:02:37.882 CJ: 54,000 people. 00:02:38.372 --> 00:02:39.152 Duke: and you lost my feet. 00:02:39.182 --> 00:02:39.872 Oh God. 00:02:42.062 --> 00:02:43.652 just like pull my hair out. 00:02:44.072 --> 00:02:46.502 CJ: Do you could find 50 votes in the couch, right? 00:02:52.542 --> 00:02:53.432 Duke: That's awful. 00:02:55.212 --> 00:02:58.602 CJ: Well, there's Chicago, so , so for those who don't know, 00:02:58.602 --> 00:03:00.132 I live in the Chicagoland area. 00:03:00.312 --> 00:03:04.242 the village that I'm running for, that I live in is, , Oak Park, Illinois. 00:03:04.471 --> 00:03:05.966 And, there's no point in trying to hide it. 00:03:05.966 --> 00:03:06.176 Right? 00:03:06.176 --> 00:03:08.156 You Google my name, that's the only thing that shows up. 00:03:10.726 --> 00:03:13.186 Duke: So if you're a fantasy J in the Duke, you will realize 00:03:13.191 --> 00:03:17.176 that we talk about build, build, build, build all the time, right? 00:03:17.176 --> 00:03:18.406 Especially for newcomers. 00:03:18.406 --> 00:03:19.846 We're like, build what you know. 00:03:19.846 --> 00:03:20.476 Build what you know. 00:03:20.476 --> 00:03:23.536 So Corey and I made this gigantic swimming pool of Kool-Aid. 00:03:24.706 --> 00:03:28.036 And we've got three or four straws each, and we are going 00:03:28.036 --> 00:03:29.656 to drink all that Kool-Aid. 00:03:29.656 --> 00:03:35.056 And in this episode we are going to role play, Corey is gonna be a stakeholder. 00:03:35.056 --> 00:03:39.556 I'm going to be an implementation consultant, and we're going to, , explore 00:03:39.556 --> 00:03:45.226 his world of work and we are going to try and gather requirements for a, 00:03:45.326 --> 00:03:47.786 , political campaign app in ServiceNow. 00:03:47.866 --> 00:03:53.232 So what we hope you get out of this is just a way to engage with yourself, future 00:03:53.232 --> 00:03:58.812 customers, future employers, for how to make sure you have the best understanding 00:03:58.812 --> 00:04:00.702 of these apps before you go and. 00:04:02.037 --> 00:04:02.517 CJ: Yeah, duke. 00:04:02.517 --> 00:04:05.127 And, and, and one other thing I want folks to get out of this, right? 00:04:05.127 --> 00:04:08.127 So we often talk about the unconventional uses of ServiceNow, right? 00:04:08.132 --> 00:04:10.202 ServiceNow is marketed as it t s M, right? 00:04:10.207 --> 00:04:13.642 So IT service management, and then there's some other, sibling processes, enterprise 00:04:13.642 --> 00:04:17.122 service management processes that get marketed under that same umbrella. 00:04:17.452 --> 00:04:22.129 You and I have often, and for a long time, been talking about, utilizing ServiceNow 00:04:22.129 --> 00:04:23.749 in kind of non-traditional ways. 00:04:23.749 --> 00:04:24.079 Right? 00:04:24.619 --> 00:04:25.789 running a household. 00:04:25.939 --> 00:04:28.879 you often talk about the example of running an ice cream shop, you 00:04:28.879 --> 00:04:31.859 know, offer, offer a bike when you were a kid, those sorts of things. 00:04:32.129 --> 00:04:35.969 And so I think this is a really good, in practice version of some 00:04:35.969 --> 00:04:39.359 of that advice to see to, so folks can see actually, actually how 00:04:39.359 --> 00:04:40.919 it would be done and that it can. 00:04:42.024 --> 00:04:42.694 Duke: Exactly. 00:04:42.694 --> 00:04:43.574 It's, it's about. 00:04:43.822 --> 00:04:46.972 if you, if you have a craftsman come over to do something to your house, 00:04:46.972 --> 00:04:49.672 they're gonna ask you all sorts of questions because you can't just 00:04:49.672 --> 00:04:51.262 say one sentence and it's done. 00:04:51.292 --> 00:04:53.572 or even a better example, somebody's gonna build you a house. 00:04:53.572 --> 00:04:56.842 Like think about all the stuff that goes into planning a build for a house. 00:04:57.652 --> 00:04:59.932 And so it's like, no, we're not building a house. 00:04:59.932 --> 00:05:03.922 but the questions will get you there no matter what the situation is. 00:05:04.432 --> 00:05:06.292 So here we go. 00:05:06.622 --> 00:05:07.252 Um. 00:05:09.112 --> 00:05:14.076 Corey, what is the, like when you tell me you have to run a campaign, 00:05:14.541 --> 00:05:14.901 CJ: Yeah. 00:05:15.456 --> 00:05:18.966 Duke: like what is the point of running the campaign? 00:05:19.596 --> 00:05:19.986 CJ: Oh man. 00:05:19.986 --> 00:05:21.636 So the point is to win the seat, right? 00:05:21.876 --> 00:05:22.956 that's the macro point, right? 00:05:22.961 --> 00:05:25.566 So there's an election and you wanna win the election. 00:05:25.566 --> 00:05:29.159 In the case of my campaign, there are three open spots, right? 00:05:29.159 --> 00:05:30.329 And there are five people running. 00:05:30.539 --> 00:05:33.809 And so what I want is one of those open spots, right? 00:05:33.809 --> 00:05:36.755 So that's the point of it, but that's the point of the, uh, my involvement in. 00:05:36.755 --> 00:05:39.935 But when you think about the campaign, the point is to maximize your outreach, 00:05:40.561 --> 00:05:41.851 Maximize getting in front of folks, right? 00:05:41.851 --> 00:05:44.941 Like you want to, your visibility in front of the, the village or 00:05:44.941 --> 00:05:47.281 whatever kind of constituency that you're running for, right? 00:05:47.461 --> 00:05:52.021 so I wanna make sure that folks see me as often as possible, that they understand my 00:05:52.021 --> 00:05:54.909 message, and that they know when to vote. 00:05:54.909 --> 00:05:56.439 that one is really, really key. 00:05:56.439 --> 00:05:58.269 That last one, that they know when to. 00:05:58.929 --> 00:05:59.229 Right. 00:05:59.229 --> 00:06:02.619 Because what happens is, and what I heard a lot after the, um, the 00:06:02.624 --> 00:06:07.329 election in 2019 is, oh man, I didn't know the election was this Tuesday. 00:06:07.899 --> 00:06:12.789 Or crap, I would've did early voting because we had spring break and we, 00:06:12.789 --> 00:06:14.289 we didn't get back until Wednesday. 00:06:14.469 --> 00:06:14.739 Right. 00:06:14.744 --> 00:06:18.991 And so ensuring that folks know when they can vote for you so that they show 00:06:18.991 --> 00:06:20.821 up and actually do it is one of the. 00:06:22.171 --> 00:06:25.051 Duke: Okay, so I'm gonna, I'm gonna repeat back and you tell me 00:06:25.051 --> 00:06:27.011 if I've got, the outcomes, right? 00:06:27.431 --> 00:06:31.901 So this whole app has to make it easier for you to win, but if we 00:06:31.901 --> 00:06:37.211 break down the essence of winning, it's that you have to get as many 00:06:37.211 --> 00:06:39.241 people aware of you as possible. 00:06:39.246 --> 00:06:41.188 So, outreach and awareness. 00:06:41.863 --> 00:06:45.733 but not only do they have to know that Corey Wesley exists, they must 00:06:45.733 --> 00:06:48.523 associate Corey Wesley with your message. 00:06:48.928 --> 00:06:49.528 CJ: Correct 00:06:49.843 --> 00:06:50.173 Duke: Okay. 00:06:50.178 --> 00:06:55.255 And then they have to know when, and is it fair to say where to vote? 00:06:55.840 --> 00:06:57.100 CJ: Jas, when and where. 00:06:57.180 --> 00:06:57.540 Yep. 00:06:57.540 --> 00:06:58.300 Absolutely. 00:06:58.642 --> 00:07:02.362 Duke: Could anybody in Oak Park go to any, polling place in Oak Park or is it. 00:07:03.247 --> 00:07:04.027 CJ: Um, no. 00:07:04.027 --> 00:07:04.957 So that's the thing, right? 00:07:04.957 --> 00:07:08.257 So, and during early uh, voting time, they have to go to village hall. 00:07:08.507 --> 00:07:11.082 , and so early voting is like two weeks or something like that. 00:07:11.119 --> 00:07:15.499 and then on voting day, on actual election day, then they need to go to the polling 00:07:15.499 --> 00:07:19.159 place in which they're assigned, which will typically be like a school or 00:07:19.159 --> 00:07:20.629 some other public building like that. 00:07:20.912 --> 00:07:21.512 Duke: Wow. 00:07:21.572 --> 00:07:21.992 Okay. 00:07:22.092 --> 00:07:26.235 so I've broken it down into four outcomes that we definitely have to, optimize. 00:07:26.445 --> 00:07:30.965 Maximizing the outreach, maximize the knowledge of your message, knowing 00:07:30.965 --> 00:07:32.975 when to vote, knowing where to vote. 00:07:33.025 --> 00:07:34.335 Is there anything else you can think of? 00:07:34.624 --> 00:07:37.064 CJ: I think that's a good, uh, a great start, honestly. 00:07:37.064 --> 00:07:39.184 I mean, there's probably a few other things like the, there's some, 00:07:39.244 --> 00:07:40.444 uh, no, that's the point of it. 00:07:40.474 --> 00:07:41.314 No, that's the point. 00:07:41.344 --> 00:07:41.524 Yeah. 00:07:41.524 --> 00:07:42.424 Those are the outcomes. 00:07:42.454 --> 00:07:42.634 Yes. 00:07:43.159 --> 00:07:45.379 Duke: Uh, other outcomes are allowed, like, there must be 00:07:45.379 --> 00:07:49.429 several processes within a campaign. 00:07:49.609 --> 00:07:52.189 , otherwise you'd just be doing this in your head, right? 00:07:52.339 --> 00:07:55.369 But clearly you have people and records and stuff like this. 00:07:55.374 --> 00:07:58.429 So why don't we break down some of the processes that you 00:07:58.429 --> 00:08:00.049 would have within a campaign. 00:08:00.514 --> 00:08:02.914 CJ: Yeah, so we talk about logistics a little bit, right? 00:08:02.914 --> 00:08:05.764 So, um, you gotta manage your volunteers, right? 00:08:05.764 --> 00:08:08.824 So you have folks who are gonna be knocking on doors for you. 00:08:08.824 --> 00:08:11.884 You got folks who are gonna be spreading your message via like, social media or 00:08:11.889 --> 00:08:15.804 email or having, outreach with their friends or hosting, you know, meet 00:08:15.804 --> 00:08:17.064 and greets and that sort of thing. 00:08:18.474 --> 00:08:20.252 you also have, fundraising, right? 00:08:20.252 --> 00:08:21.572 Like, that one's really, really key. 00:08:21.622 --> 00:08:24.322 Just like you can't run an on me, right on empty stomach, right? 00:08:24.322 --> 00:08:26.332 As some kind of metaphor like that I remember. 00:08:26.572 --> 00:08:28.852 Or you can't run a campaign on an empty stomach either, right? 00:08:28.852 --> 00:08:29.927 Like, you gotta have money. 00:08:30.197 --> 00:08:32.267 And so fundraising is also one of those things. 00:08:32.447 --> 00:08:35.717 Uh, a local election, at least in our village, doesn't cost nearly 00:08:35.717 --> 00:08:38.747 as much as say, like running for mayor in Chicago, but you still need 00:08:38.747 --> 00:08:40.097 some money in order to get it done. 00:08:40.674 --> 00:08:43.554 communications is another thing that you want to make sure that 00:08:43.559 --> 00:08:47.754 you're tracking and scheduling and hitting the right frequency. 00:08:47.754 --> 00:08:48.024 Right. 00:08:48.024 --> 00:08:51.664 And so, and planning out right, the plan of that, especially with communications, 00:08:51.669 --> 00:08:53.374 like when do the blog posts go out? 00:08:53.374 --> 00:08:55.174 When do the social media posts go out? 00:08:55.384 --> 00:08:56.914 When do the emails go out? 00:08:57.094 --> 00:08:58.084 What are they saying? 00:08:58.114 --> 00:09:01.144 What's the target demographic for this message? 00:09:01.247 --> 00:09:03.227 Because sometimes you're gonna wanna split your message up. 00:09:03.407 --> 00:09:07.147 Some people are gonna care a little bit about, issue A more than issue B, so 00:09:07.152 --> 00:09:10.777 you target your message to emphasize issue A with people who care about 00:09:10.777 --> 00:09:14.497 issue A and emphasize issue B with people who care about issue B, right? 00:09:14.497 --> 00:09:18.667 So all of that needs to be tracked and planned and scheduled right, 00:09:18.667 --> 00:09:20.167 so that you don't lose track of it. 00:09:20.407 --> 00:09:23.467 And so that the logistics of communications are, are really key. 00:09:23.974 --> 00:09:25.264 Duke: there's a lot to unpack here. 00:09:25.264 --> 00:09:26.314 I've got some notes. 00:09:26.374 --> 00:09:27.214 I'm gonna go over them. 00:09:27.214 --> 00:09:28.234 You tell me if there's anything. 00:09:28.234 --> 00:09:29.464 I've completely misunderstood. 00:09:30.034 --> 00:09:33.670 So, I've counted three processes so far. 00:09:33.700 --> 00:09:38.260 We can certainly talk beyond that, but one of which is manage your volunteers. 00:09:38.830 --> 00:09:41.670 Uh, so we have to have a, a place to store the volunteers. 00:09:41.670 --> 00:09:42.000 Right. 00:09:42.570 --> 00:09:46.200 And you, you mentioned three different types of volunteers. 00:09:46.200 --> 00:09:50.850 You have your door knockers, your social media, and your event managers, 00:09:50.940 --> 00:09:53.430 event planners, event executors. 00:09:53.609 --> 00:09:53.939 CJ: Yeah, 00:09:54.074 --> 00:09:57.074 Duke: Are people only one of those or are people Many of those. 00:09:57.614 --> 00:10:00.224 CJ: Um, some people gonna be, um, many of those categories. 00:10:00.224 --> 00:10:01.634 Some people might only be one. 00:10:01.964 --> 00:10:04.904 Um, that you're gonna also have strategic advisors too, right? 00:10:04.904 --> 00:10:08.084 Like, so you might have folks that you, , that you have , that you have 00:10:08.084 --> 00:10:10.784 to look at the communications before you send it out, so that kind of thing. 00:10:10.784 --> 00:10:13.484 Or, or just kind of advise in on strategy, in general. 00:10:13.484 --> 00:10:16.364 So you, you would want another category for advisors as well. 00:10:16.529 --> 00:10:19.079 Duke: so I've, I've added a category for advisors, but I wanna come back 00:10:19.079 --> 00:10:23.039 to how those categories matter and the specifics of managing volunteers. 00:10:23.039 --> 00:10:25.739 Let's just go over the top level processes again. 00:10:25.979 --> 00:10:28.289 The second thing you mentioned was fundraising. 00:10:28.375 --> 00:10:33.379 and this involves obviously the asking and the sources of where those funds are. 00:10:33.379 --> 00:10:33.709 Right. 00:10:33.709 --> 00:10:36.575 But is there also any kind of, compliance. 00:10:37.325 --> 00:10:37.835 CJ: Oh yeah. 00:10:37.910 --> 00:10:40.710 Duke: That you have to, in your fundraising, you have to like track 00:10:40.710 --> 00:10:43.560 it a certain way, and so in order you could be com compliant with some 00:10:43.560 --> 00:10:45.330 kind of campaign law or anything. 00:10:45.720 --> 00:10:46.380 CJ: Absolutely. 00:10:46.380 --> 00:10:49.440 And I'll, I'll, I'm gonna punt the details of that to my treasurer, right, 00:10:49.440 --> 00:10:52.740 who's not on this call, but he, I, that he, he handles all of that for me. 00:10:52.740 --> 00:10:53.310 But yes. 00:10:53.344 --> 00:10:56.400 to be clear, there are, campaign finance laws, right? 00:10:56.610 --> 00:10:59.220 And so you gotta make sure that you're adhering to those and 00:10:59.220 --> 00:11:02.260 that you're disclosing donations above a certain amount and the 00:11:02.320 --> 00:11:04.480 mandatory reporting threshold time. 00:11:04.614 --> 00:11:05.754 and things of that nature, right? 00:11:05.754 --> 00:11:09.144 And that you're keeping track of how much certain folks are donating. 00:11:09.414 --> 00:11:13.190 And I, I think there's some individual contributor limits as well. 00:11:13.190 --> 00:11:14.030 I don't, I don't know. 00:11:14.330 --> 00:11:17.554 Like I said, I, I, I, I pun a lot of the details off to my treasurer, cuz he 00:11:17.554 --> 00:11:18.754 is got a lot of experience with this. 00:11:18.759 --> 00:11:22.709 But yes, campaign compliance, finance, compliance loss are a 00:11:22.714 --> 00:11:25.499 thing and we need to, uh, make sure that the system can support that. 00:11:25.599 --> 00:11:29.769 Duke: Okay, so, oh, the, something I'm going to add to the outcomes 00:11:29.774 --> 00:11:32.829 list that we already discussed is that the campaign must be compliant. 00:11:33.077 --> 00:11:33.467 CJ: Yes. 00:11:33.635 --> 00:11:36.785 Duke: And I'm just gonna break the fourth wall here for everybody listening 00:11:37.552 --> 00:11:41.542 A really good rule of thumb is as soon as somebody starts talking about money, 00:11:41.572 --> 00:11:43.702 you start talking about compliance, 00:11:43.940 --> 00:11:44.390 CJ: Amen. 00:11:44.945 --> 00:11:45.245 Duke: right? 00:11:46.407 --> 00:11:46.677 CJ: yeah. 00:11:46.677 --> 00:11:48.987 You wanna start thinking about as soon as people start giving you 00:11:48.987 --> 00:11:51.867 money, you wanna start thinking about, okay, how do I record this 00:11:52.062 --> 00:11:52.422 Duke: Yep. 00:11:53.412 --> 00:11:55.902 Because oftentimes they'll be thinking about just the numbers. 00:11:55.902 --> 00:11:58.002 I gotta track the numbers, I gotta track the numbers, but hit 00:11:58.002 --> 00:11:59.502 those two birds with one stone. 00:11:59.737 --> 00:12:04.387 provide them a solution that not only tracks the numbers, but maybe prevents, 00:12:04.387 --> 00:12:11.197 warns, inhibits your capability to do it wrong or in an uncompliant fashion. 00:12:11.782 --> 00:12:15.652 CJ: Absolutely if there is a limit to, individual contributions, right? 00:12:15.802 --> 00:12:18.982 Like you want the system to flag it, or generate some kind of report when you 00:12:18.982 --> 00:12:20.782 got folks who are approaching that limit. 00:12:20.962 --> 00:12:23.595 Or if you try to enter in like a donation that's above that limit. 00:12:23.895 --> 00:12:26.955 Then you can go back to the person who offered it up and, return it, 00:12:27.015 --> 00:12:29.865 and get you, get yourself down to the limit or something like that, right? 00:12:29.865 --> 00:12:33.735 There are, um, mandatory reporting, laws about contributions that 00:12:33.735 --> 00:12:35.445 come above a certain level. 00:12:35.835 --> 00:12:39.442 those things need to be disclosed, near, immediately, I think within five days. 00:12:39.622 --> 00:12:42.712 So, you know, we would build in some kind of rule for that as well. 00:12:42.712 --> 00:12:47.092 So if I'm entering into the ledger, say contribution of, $5,000 or 00:12:47.092 --> 00:12:49.852 something like that, that needs to be disclosed in like five days, right? 00:12:49.857 --> 00:12:54.142 So the system should, yeah, the system should note that so that my treasurer 00:12:54.142 --> 00:12:57.769 can input that data into the requisite system, for the state of Illinois 00:12:57.769 --> 00:12:59.479 so that it all gets done correctly. 00:12:59.869 --> 00:13:02.039 Duke: we, we know for certain that fundraising is gonna have 00:13:02.039 --> 00:13:02.939 to be tracked in service now. 00:13:03.689 --> 00:13:09.182 To some extent and that we have to, look out for mandatory reporting rules 00:13:09.182 --> 00:13:10.412 and your treasurer's gonna gimme that. 00:13:10.412 --> 00:13:14.042 So we will book a second meeting with your treasurer to talk about that. 00:13:14.242 --> 00:13:16.559 so that's two of the three of the high level, campaign 00:13:16.559 --> 00:13:18.209 processes, that you mentioned. 00:13:18.239 --> 00:13:22.319 The last one is communications, uh, and subprocess to that are 00:13:22.319 --> 00:13:24.779 planning, execution and targeting. 00:13:24.929 --> 00:13:29.252 Now, since you did this last year already, Is it safe to assume that you already have 00:13:29.252 --> 00:13:31.862 a platform that does the actual mailing? 00:13:32.279 --> 00:13:33.119 CJ: so this is funny, right? 00:13:33.119 --> 00:13:36.179 So 2019 when I did this, I did all of my email, uh, 00:13:36.209 --> 00:13:37.619 communications through ServiceNow. 00:13:37.619 --> 00:13:41.732 and so yeah, so that was the platform initially, but I'm reaching a much 00:13:41.732 --> 00:13:44.972 wider audience this time around, so I do have a platform for that now. 00:13:45.304 --> 00:13:48.574 Duke: when we talk about managing communications and ServiceNow, the 00:13:48.574 --> 00:13:55.024 tasky bit is, planning the comms, the channels, and the targets. 00:13:55.024 --> 00:13:59.154 Not necessarily the individual people targets, but the, , the interest targets. 00:13:59.934 --> 00:14:00.504 CJ: Yes, 00:14:00.774 --> 00:14:04.344 Duke: are interested in property taxes, so send this one, send this 00:14:04.344 --> 00:14:12.044 email promising that there'll never be more property tax ever to those folks. 00:14:12.044 --> 00:14:12.324 Right? 00:14:12.564 --> 00:14:12.954 CJ: Yes. 00:14:12.954 --> 00:14:15.474 And then immediately go back on that once you get elected, because 00:14:15.479 --> 00:14:17.214 that is a promise you cannot keep 00:14:20.144 --> 00:14:20.634 Duke: Okay. 00:14:20.639 --> 00:14:20.934 CJ: yeah. 00:14:20.964 --> 00:14:21.844 But yeah, absolutely. 00:14:21.844 --> 00:14:22.084 Yeah. 00:14:22.089 --> 00:14:23.334 You break it down by, interests. 00:14:23.354 --> 00:14:24.194 and that way. 00:14:24.254 --> 00:14:25.574 Uh, and then target folks. 00:14:26.529 --> 00:14:29.309 Sometimes you can, use demographics to age you in those. 00:14:29.309 --> 00:14:29.999 Interesting. 00:14:29.999 --> 00:14:32.489 But, um, you know, other times you just might have to know 00:14:32.957 --> 00:14:36.514 Duke: fair to say the actual mailing list is in another platform, but for this 00:14:36.514 --> 00:14:38.790 communication, we're basically gonna Okay. 00:14:38.790 --> 00:14:39.570 A message. 00:14:39.689 --> 00:14:40.109 CJ: Yes. 00:14:40.397 --> 00:14:42.880 Duke: So when I, when I think of somebody's check marking a 00:14:42.880 --> 00:14:44.440 message, that's an approval, right? 00:14:44.440 --> 00:14:46.147 So part of communication is app. 00:14:46.647 --> 00:14:47.367 CJ: Absolutely. 00:14:47.397 --> 00:14:49.737 That's exactly how, how I would think about this, right? 00:14:49.737 --> 00:14:53.367 Like there's a, you know, a message that needs to go out on property Texas 00:14:53.367 --> 00:14:55.347 on this date to this demographic. 00:14:55.647 --> 00:14:58.957 Uh, let's make sure that there gets an, a candidate sign off or a senior 00:14:58.957 --> 00:15:02.787 senior strategist sign off, To make that get done, Because maybe the, 00:15:02.787 --> 00:15:07.317 current, atmosphere of the campaign means that you need to switch tactics. 00:15:07.887 --> 00:15:09.417 And so you do that in a moment. 00:15:09.422 --> 00:15:11.077 That's why I think an approval is really, really, 00:15:11.572 --> 00:15:12.682 Duke: I'm skipping around a bit. 00:15:12.742 --> 00:15:16.132 And by the way, breaking the fourth wall again, it is okay to do that 00:15:17.092 --> 00:15:20.302 . When you're in a workshop, it's not necessarily going to build itself in 00:15:20.302 --> 00:15:23.932 order, you will have to revisit concepts, questions will pop up in your head. 00:15:23.989 --> 00:15:27.949 feel free to bounce around a little bit because the most important 00:15:27.949 --> 00:15:31.965 thing is that you understand this thing like your stakeholder. 00:15:32.624 --> 00:15:33.254 CJ: Absolutely right? 00:15:33.254 --> 00:15:34.904 Like you want to make sure that you understand like you 00:15:34.904 --> 00:15:35.774 said, the outcomes, right? 00:15:35.774 --> 00:15:37.874 Like that's really what, what drives a lot of this. 00:15:37.879 --> 00:15:39.734 You know, once you understand the outcomes, then you can understand 00:15:39.734 --> 00:15:41.174 what a value in the system is, right? 00:15:41.174 --> 00:15:41.827 So, Yeah. 00:15:41.832 --> 00:15:44.227 It's okay to jump around to try to get, paint the full picture. 00:15:44.422 --> 00:15:47.602 Duke: Better now, Even if you look disorganized or whatever, because you 00:15:47.602 --> 00:15:51.352 ask questions out of order and jump back to other things and what are, it 00:15:51.352 --> 00:15:53.992 is way better to do that at the start than it is to do it in the middle. 00:15:54.222 --> 00:15:54.642 CJ: Yeah. 00:15:54.662 --> 00:15:56.215 and look, I'm a systems stinker, right? 00:15:56.215 --> 00:15:59.065 It's one of the things that I actually advertised in my campaign in a, 00:15:59.395 --> 00:16:01.615 in a way that folks can understand and don't actually use those terms. 00:16:01.615 --> 00:16:04.435 but what happens to a systems stinkers is, is that as you're starting 00:16:04.435 --> 00:16:06.175 to talk about a topic, another. 00:16:06.245 --> 00:16:09.035 Thread starts to become available off that topic and you start 00:16:09.035 --> 00:16:11.495 to explore, it's kinda like dot walking where you're coding, right? 00:16:11.519 --> 00:16:13.979 you can start with, you know, the user table and then you 00:16:13.979 --> 00:16:16.619 can end up at the company table or the location table, right? 00:16:16.769 --> 00:16:18.839 Because you start to see these connections, right? 00:16:18.839 --> 00:16:22.169 So it's okay in a workshop to follow those connections as well, and then 00:16:22.169 --> 00:16:23.579 eventually bring it back around. 00:16:23.984 --> 00:16:26.594 Duke: so I need to go back to the fundraising a bit now. 00:16:27.044 --> 00:16:30.254 Fundraising is about the, the accumulation of your fundraising 00:16:30.259 --> 00:16:32.204 knowledge and the compliance thereof. 00:16:33.014 --> 00:16:34.604 Do you have a similar. 00:16:35.090 --> 00:16:36.920 Need on the spend side? 00:16:37.130 --> 00:16:39.610 Like do you have to track where you're spending certain stuff? 00:16:39.815 --> 00:16:42.755 CJ: Absolutely you wanna track everything you spend on a campaign, right? 00:16:42.835 --> 00:16:44.515 , you know, and there are different ways to do that. 00:16:44.515 --> 00:16:46.915 And again, I let my treasurer, tell me, but I just let 'em 00:16:46.915 --> 00:16:47.935 know, like any kind of thing. 00:16:47.959 --> 00:16:51.669 so like, you know, if I was using, ServiceNow this time around, right? 00:16:51.674 --> 00:16:52.449 I pay for that. 00:16:52.479 --> 00:16:55.829 Um, as part of my company, I have my own instances, which is why I could 00:16:55.829 --> 00:16:58.109 use it for email, um, if I wanted to. 00:16:58.249 --> 00:17:01.139 , but you would have to categorize that as an in-kind contribution. 00:17:01.615 --> 00:17:02.965 but I, I'm not quite sure. 00:17:02.965 --> 00:17:06.595 So I would run it by him and tell, and he'd tell me like, okay, this percentage 00:17:06.595 --> 00:17:09.415 of it was used in the campaign, or something like that, hypothetically. 00:17:09.452 --> 00:17:10.732 and then, we would qualify it. 00:17:10.732 --> 00:17:12.769 That, that's what I think would happen. 00:17:12.769 --> 00:17:15.472 Again, I would punt those questions to him, and he'd make sure that 00:17:15.472 --> 00:17:16.852 I was doing everything correctly. 00:17:17.132 --> 00:17:20.179 Duke: What I wanna make sure is that I don't build you a solution for a 00:17:20.179 --> 00:17:21.799 problem that already has a solution. 00:17:21.804 --> 00:17:26.079 So when you're, when you're in a campaign, you're in the trenches and 00:17:26.399 --> 00:17:28.989 somebody's like, oh, we need to update our website with some information. 00:17:28.994 --> 00:17:30.969 And, you know, we don't have a web designer anymore. 00:17:30.974 --> 00:17:35.409 Like, let's just get a freelancer to update our website for like 500 bucks. 00:17:35.409 --> 00:17:38.319 Is already factored for by your treasurer or and accounting team. 00:17:38.319 --> 00:17:41.589 They just look at the bank transactions and then categorize it their own way. 00:17:41.695 --> 00:17:45.055 And is there any need for formal approvals? 00:17:45.437 --> 00:17:49.327 CJ: in my case, there's probably not a need for formal approvals 00:17:49.332 --> 00:17:51.737 because I'm the person who would be cutting the checks anyway, right? 00:17:51.737 --> 00:17:54.167 It's a local campaign, really small sort of thing. 00:17:54.207 --> 00:17:55.197 I can imagine, right? 00:17:55.197 --> 00:17:58.137 If this was Chicago and somebody's running for mayor, that there's 00:17:58.157 --> 00:18:02.537 these levels of intermediaries where they would need approvals for xpa 00:18:02.537 --> 00:18:06.057 or rights ban, and Ys spin and that, and that gets documented, right? 00:18:06.057 --> 00:18:08.877 So if we were building the system, right, and we're building the system, 00:18:08.877 --> 00:18:12.650 I'd say we need to make sure that, we're documenting the spin, the purpose 00:18:12.650 --> 00:18:16.237 of the spin, and getting approval for it And even if that is in the, in my 00:18:16.237 --> 00:18:17.857 case, would be like a self approval. 00:18:18.047 --> 00:18:22.397 Duke: Okay, so it's basically, it's um, it's a possibility for a bigger scale. 00:18:22.757 --> 00:18:25.997 Campaign, but for a local election, it's probably not worth our 00:18:25.997 --> 00:18:27.317 time exploring for right now. 00:18:27.317 --> 00:18:27.707 Right. 00:18:28.137 --> 00:18:28.377 CJ: yeah. 00:18:28.407 --> 00:18:30.447 Unlikely that we need the approval mechanism. 00:18:30.447 --> 00:18:34.017 But I'd put that in the parking lot and, you know, revisit it if, if I was ever 00:18:34.017 --> 00:18:35.787 to like run for president or something. 00:18:36.287 --> 00:18:36.617 Duke: Okay. 00:18:36.704 --> 00:18:40.334 Just reviewing the campaign processes, managing the volunteers fundraising 00:18:40.339 --> 00:18:42.014 communications and campaign spending. 00:18:42.014 --> 00:18:44.284 but we're putting that in a parking lot, for right now. 00:18:44.614 --> 00:18:46.744 CJ: Well, we wanna make, we wanna do the compliance aspect, 00:18:46.744 --> 00:18:47.854 just not the approval part. 00:18:48.004 --> 00:18:48.724 Duke: For the spending. 00:18:49.039 --> 00:18:49.759 CJ: For the spending. 00:18:49.759 --> 00:18:50.029 Yeah. 00:18:50.029 --> 00:18:50.719 So I want to, you 00:18:50.734 --> 00:18:51.874 Duke: talk to me about that then. 00:18:52.159 --> 00:18:54.019 CJ: Yeah, so it looks like, it looks pretty much like the 00:18:54.019 --> 00:18:55.399 inverse of the donations, right? 00:18:55.399 --> 00:18:58.479 Like, we wanna know, who we paid and the purposes of the payment. 00:18:58.522 --> 00:19:01.492 and if anyone volunteered their time instead of money, 00:19:01.492 --> 00:19:02.702 we wanna record that as well. 00:19:02.854 --> 00:19:06.304 Duke: Okay, this is people volunteering time, people who work for your 00:19:06.309 --> 00:19:07.954 campaign, volunteering their time 00:19:08.209 --> 00:19:09.975 CJ: Yeah, let, let me, let me reframe that, right? 00:19:09.975 --> 00:19:11.112 Cuz that's not quite right. 00:19:11.192 --> 00:19:14.672 So say you have a photographer and a photographer donates their services, 00:19:14.937 --> 00:19:15.527 Duke: Oh, okay. 00:19:15.872 --> 00:19:16.112 CJ: Yeah. 00:19:16.117 --> 00:19:17.102 You wanna record that Now? 00:19:17.102 --> 00:19:19.952 People knocking on doors, you don't have to record that, right? 00:19:19.952 --> 00:19:21.332 Like that's just volunteer work. 00:19:21.419 --> 00:19:24.052 but if you have someone who's an expert in their field, And they 00:19:24.052 --> 00:19:27.942 donate that expertise, Then you have to, record that because that's that 00:19:27.942 --> 00:19:30.992 whole in-kind, contribution thing that you need to don, document. 00:19:31.297 --> 00:19:34.807 Duke: would I be wrong to assume that is a type of fundraising? 00:19:35.169 --> 00:19:37.749 I've got somebody like fundraising. 00:19:37.754 --> 00:19:39.459 This person gave me $10,000. 00:19:39.459 --> 00:19:41.019 This person gave me $10,000. 00:19:41.019 --> 00:19:43.419 This person gave me 10 hours of photo shoot time. 00:19:43.734 --> 00:19:45.414 CJ: Yeah, that's a good place to put it actually. 00:19:45.620 --> 00:19:48.800 if you were to look at some of the compliance portals that are out there, 00:19:48.800 --> 00:19:50.180 that's where they tend to have it. 00:19:50.757 --> 00:19:52.272 Duke: breaking fourth wall here for a second. 00:19:52.464 --> 00:19:57.380 There's a lot of social, friction sometimes around asking questions. 00:19:57.950 --> 00:20:04.640 It is okay to ask clarifying questions, even leading questions to somebody 00:20:04.645 --> 00:20:09.404 who's at your building, Corey mentioned pretty explicitly that this was within 00:20:09.404 --> 00:20:11.894 the campaign spending topic, right? 00:20:12.712 --> 00:20:16.912 I had an instinct that it wasn't about the spending of money, it's about the 00:20:16.912 --> 00:20:21.629 acquisition of resources, which seems to align more in fundraising in my mind, And 00:20:21.629 --> 00:20:25.279 so I use my courage and, manners, right? 00:20:25.279 --> 00:20:30.229 Am I right in assuming ? I give him plenty of opportunity to tell me, no, you're 00:20:30.229 --> 00:20:34.719 wrong in a nice way, But I challenge, I, I cha it challenges the wrong word, 00:20:34.719 --> 00:20:35.919 Corey, but you know what I'm saying. 00:20:36.354 --> 00:20:36.894 CJ: I, I do. 00:20:36.894 --> 00:20:37.254 Yeah. 00:20:37.359 --> 00:20:38.830 and I've got all rice right to tell you. 00:20:38.830 --> 00:20:40.510 No dude outta my office. 00:20:40.510 --> 00:20:40.930 But 00:20:42.130 --> 00:20:42.550 Duke: Fired. 00:20:42.550 --> 00:20:43.450 Everybody's fired. 00:20:43.450 --> 00:20:44.170 Especially you 00:20:45.790 --> 00:20:46.960 CJ: You're fired twice. 00:20:48.430 --> 00:20:49.750 but No, no, you're absolutely right. 00:20:49.750 --> 00:20:50.020 Yeah. 00:20:50.020 --> 00:20:51.670 Uh, that's the leading questions. 00:20:51.697 --> 00:20:55.674 Challenge the answer sometimes if you think, a person means different 00:20:55.674 --> 00:20:59.334 than what they're saying, because this isn't a court of law, right? 00:20:59.334 --> 00:21:01.854 Like what you're trying to do is get down to the truth of what 00:21:01.854 --> 00:21:03.414 they ask, what they're asking for. 00:21:03.654 --> 00:21:05.574 And you have to remember that you don't always know. 00:21:05.724 --> 00:21:08.544 I, I'll be honest with you, even as we're having this conversation, 00:21:08.544 --> 00:21:11.754 like it's helping me dial in on some of the things in the campaign 00:21:11.754 --> 00:21:12.924 that I actually need, right? 00:21:12.924 --> 00:21:16.836 So there are things that are popping in my head that I didn't even have, actively 00:21:16.841 --> 00:21:20.606 cir circulating in my brain before we actually started this conversation, right? 00:21:20.756 --> 00:21:23.906 So challenging, me and pushing back on some of the answers, does 00:21:23.906 --> 00:21:27.156 help me clarify, you know, the thoughts on what I actually need. 00:21:27.456 --> 00:21:28.116 Duke: Awesome. 00:21:28.472 --> 00:21:32.762 so we talked about the general processes in a campaign, but let's 00:21:32.762 --> 00:21:35.276 talk about nitty gritty work. 00:21:35.736 --> 00:21:37.986 The assignable sub-tasks. 00:21:38.082 --> 00:21:41.742 and I think a lot of this comes in The management of volunteers. 00:21:41.742 --> 00:21:42.132 Right. 00:21:42.386 --> 00:21:43.376 You said door knockers. 00:21:43.376 --> 00:21:47.822 Tell me what it takes to get your foot soldiers out there and knocking on doors. 00:21:47.962 --> 00:21:48.592 Just that part. 00:21:48.837 --> 00:21:51.747 CJ: first you gotta identify a pool of talent, so the folks who are gonna knock 00:21:51.747 --> 00:21:56.301 on the doors, then you gotta identify the area, area where they're gonna knock. 00:21:56.437 --> 00:21:59.321 you need to have a match that they're going to convey. 00:21:59.547 --> 00:22:02.007 and then you want to have some kind of deliverable, right? 00:22:02.007 --> 00:22:04.287 That's gonna be some kind of collateral that they can leave. 00:22:04.624 --> 00:22:08.464 and as part of that message, you want to have like, you know, talking points 00:22:08.764 --> 00:22:13.324 and maybe re rebuttals, like, depends on how deep you want to get, right. 00:22:13.527 --> 00:22:17.787 but they should know you well enough to be able to vouch for a lot of this stuff. 00:22:18.057 --> 00:22:20.067 And that's where the collateral comes in as well. 00:22:20.531 --> 00:22:21.321 I think that's it. 00:22:21.491 --> 00:22:26.641 Duke: Okay, for a given door knocking campaign, you have to identify the 00:22:26.641 --> 00:22:28.291 people that are on that campaign. 00:22:28.311 --> 00:22:32.301 or on that, door knocking night, you have to have messaging ready. 00:22:32.691 --> 00:22:34.461 And I hear there's different types of messaging. 00:22:34.461 --> 00:22:36.711 There's talking points and objection handling, 00:22:37.071 --> 00:22:37.371 CJ: Yeah. 00:22:37.644 --> 00:22:40.534 Duke: and there's the organization of collateral. 00:22:40.947 --> 00:22:41.277 CJ: Yep. 00:22:41.652 --> 00:22:43.842 Duke: So it's not, yeah, exactly. 00:22:43.842 --> 00:22:45.282 It's not enough that I know how to talk about it. 00:22:45.282 --> 00:22:49.962 I wanna leave you with Corey's smiling face above the three bullet points of how 00:22:49.967 --> 00:22:51.642 Oak Park is gonna be awesome afterwards. 00:22:51.702 --> 00:22:55.849 and then you have to assign them to, I dunno, I'm going back to my ice cream 00:22:55.849 --> 00:22:58.069 pedaling days, but you call it a route or, 00:22:58.224 --> 00:22:58.614 CJ: Yeah. 00:22:58.619 --> 00:22:59.624 A route that's a good way. 00:22:59.654 --> 00:23:00.764 I, I'll call it, let's, let's 00:23:00.779 --> 00:23:02.489 Duke: neighborhood to cover or something like that. 00:23:02.564 --> 00:23:02.834 CJ: Yeah. 00:23:03.014 --> 00:23:03.224 Yeah. 00:23:03.224 --> 00:23:05.264 Neighborhood, a collection of houses, whatever you wanna call it. 00:23:05.264 --> 00:23:05.384 Right. 00:23:05.384 --> 00:23:07.004 I think a route's just as good as anything. 00:23:07.259 --> 00:23:10.409 Duke: when you cover a, a neighborhood with door knockers, is that a fire 00:23:10.414 --> 00:23:13.769 and forget process, meaning you just tell them to go do and there's 00:23:13.769 --> 00:23:16.642 no return metrics or feedback? 00:23:17.032 --> 00:23:20.432 CJ: you might do a debrief and figure out like if anybody actively 00:23:20.437 --> 00:23:23.632 refused your message or something like that, but most of the time 00:23:23.632 --> 00:23:24.862 it's not really worth the time. 00:23:24.867 --> 00:23:25.042 Right? 00:23:25.082 --> 00:23:27.752 This is really, very much a, a fire and forget, right? 00:23:27.752 --> 00:23:30.392 Like you wanna knock on as many doors as possible to get as much 00:23:30.392 --> 00:23:31.732 awareness going as possible. 00:23:31.892 --> 00:23:33.932 And if people are unhappy a. 00:23:34.567 --> 00:23:39.037 You know, the candidacy is much better to just move on than to try to convince them. 00:23:39.461 --> 00:23:43.001 Duke: But would you ever like audit or improve on the fly? 00:23:43.001 --> 00:23:43.781 Any messaging? 00:23:44.146 --> 00:23:44.956 CJ: That's a good point, right? 00:23:44.956 --> 00:23:48.549 Like if if a lot of folks are coming back to me and saying, Hey, we are hearing 00:23:48.549 --> 00:23:53.074 that, , folks don't believe that you like puppies and you know that we've heard that 00:23:53.074 --> 00:23:57.461 from, at least 10% of the doors we knocked on, then that might be something we wanna, 00:23:57.461 --> 00:24:01.291 log somewhere and figure out like, how do I do better messaging on me liking. 00:24:02.084 --> 00:24:03.344 Duke: Everybody knows you don't like puppies. 00:24:06.584 --> 00:24:07.904 CJ: I love puppies, man. 00:24:07.964 --> 00:24:08.754 What do you mean? 00:24:11.684 --> 00:24:12.014 Duke: I, 00:24:20.734 --> 00:24:21.084 CJ: Hi. 00:24:24.194 --> 00:24:25.154 Duke: oh, uh, okay. 00:24:25.694 --> 00:24:29.487 the last campaign you run did you have any kind of solution to get 00:24:29.487 --> 00:24:33.057 the talking points and the objection handling points to your door? 00:24:33.057 --> 00:24:33.687 Knockers. 00:24:34.567 --> 00:24:35.487 CJ: no, I did not. 00:24:36.286 --> 00:24:39.796 so yeah, when I ran in 2019, I was a newbie to all of this stuff, man. 00:24:39.796 --> 00:24:41.386 I was flying by the seat of my pants. 00:24:41.386 --> 00:24:43.156 I didn't have organization or anything. 00:24:43.546 --> 00:24:46.066 I, I was, I was, uh, what, what do you call it? 00:24:46.186 --> 00:24:48.796 Uh, what, uh, so, you know, uh, when you watch like Spider-Man 00:24:48.801 --> 00:24:52.066 or whatever, everybody's got the, got the guy in the chair, right? 00:24:52.071 --> 00:24:56.266 Like , I was, I was the can, I was the candidate and the guy in the chair, right? 00:24:56.266 --> 00:24:58.846 Like, I didn't have, but I didn't have like the Avengers with me. 00:24:58.876 --> 00:25:00.076 I got the Avengers now though. 00:25:01.271 --> 00:25:04.311 Duke: I'm going to talk through this, the management of volunteers 00:25:04.311 --> 00:25:07.161 for a door knocking campaign. 00:25:07.314 --> 00:25:10.044 I gotta stop using that word campaign here cuz we're, this is 00:25:10.044 --> 00:25:13.944 a, a giant campaign, but the, the each door knocking event, right? 00:25:13.949 --> 00:25:14.994 Is that like an evening? 00:25:15.324 --> 00:25:18.138 Everybody do these routes and then, a couple days later you do another one. 00:25:18.138 --> 00:25:19.638 A couple days later you do another one. 00:25:19.698 --> 00:25:22.758 Like these are multiply triggered workflows. 00:25:22.838 --> 00:25:23.658 am I getting that right? 00:25:23.988 --> 00:25:24.348 Okay. 00:25:25.854 --> 00:25:30.994 The start of that workflow is to get the pool of volunteers, Is that like prior? 00:25:31.024 --> 00:25:33.874 Prior to you're getting commitment to the volunteer from the volunteers. 00:25:33.979 --> 00:25:37.789 CJ: Yes, because then that, because that allows you to do the next part, 00:25:37.789 --> 00:25:39.589 which is determining the route. 00:25:40.234 --> 00:25:40.534 Duke: Okay. 00:25:40.539 --> 00:25:42.394 So part two is determine routes. 00:25:42.884 --> 00:25:45.374 CJ: and you need to know the pool of volunteers because you don't 00:25:45.374 --> 00:25:48.104 want to create a route that's bigger than you have capacity to. 00:25:49.034 --> 00:25:49.424 Duke: Okay. 00:25:49.664 --> 00:25:54.551 Now in terms of getting the volunteers, message capable, we just finished 00:25:54.551 --> 00:25:57.391 talking about messaging a second ago to get them message capable. 00:25:57.391 --> 00:26:00.458 would that change outing to outing is it. 00:26:01.049 --> 00:26:02.459 we, we have a new volunteer. 00:26:02.459 --> 00:26:03.959 They wanna knock on doors for us. 00:26:03.959 --> 00:26:07.589 It's part of that volunteer onboarding process that they're given the 00:26:07.679 --> 00:26:09.209 talking points and objection handling. 00:26:09.629 --> 00:26:11.249 Does that, is that distinction clear? 00:26:11.609 --> 00:26:11.969 CJ: Yeah. 00:26:11.999 --> 00:26:12.509 Yeah. 00:26:12.509 --> 00:26:15.113 And I would say it's the latter, as part of the onboarding, 00:26:15.113 --> 00:26:16.643 you'd get those, that messaging. 00:26:16.686 --> 00:26:18.696 and it might evolve over time. 00:26:18.696 --> 00:26:21.546 if we're feeling the winds change a little bit. 00:26:21.583 --> 00:26:25.741 but most of the time door knocking is just really about getting your face in front of 00:26:25.741 --> 00:26:27.511 other people so that they know you exist. 00:26:27.621 --> 00:26:29.571 And, and that's where the collateral comes in. 00:26:29.781 --> 00:26:31.521 And I think, I guess this is the next part, right? 00:26:31.811 --> 00:26:34.391 So onboard messaging during, on onboarding. 00:26:34.601 --> 00:26:38.201 Last part of the process is make sure you leave the collateral because people 00:26:38.201 --> 00:26:41.381 might forget everything that you said when you, after you that conversation. 00:26:41.591 --> 00:26:44.651 But they'll have that piece of paper where they can go to the website and go 00:26:44.651 --> 00:26:49.158 to the Facebook page, They can, you know, shoot an email, that sort of thing, and 00:26:49.158 --> 00:26:51.018 they can, uh, continue that relationship. 00:26:51.328 --> 00:26:53.788 Duke: one of the things I've done here, Corey, is I've started 00:26:53.788 --> 00:26:55.258 breaking out into separate workflows. 00:26:55.258 --> 00:26:59.818 So clearly there is the, organize a door knocking event, right? 00:26:59.818 --> 00:27:03.983 where we're identifying the volunteers, assigning them to routes, making 00:27:03.983 --> 00:27:07.943 sure that everybody is okay on, on talking points and objection handling. 00:27:07.968 --> 00:27:13.284 organizing and equipping them with collateral, so pamphlets, what have you. 00:27:13.284 --> 00:27:15.984 and then at the end of each of those nights, we're gonna have a debrief 00:27:15.984 --> 00:27:19.914 session so that we could possibly loop back and do message improvements. 00:27:19.914 --> 00:27:20.244 Right? 00:27:20.889 --> 00:27:21.219 CJ: Yeah. 00:27:21.224 --> 00:27:23.339 And the debrief might not be that same night. 00:27:23.339 --> 00:27:26.108 But it would, there would, there should be, like at the end of that, 00:27:26.108 --> 00:27:29.939 particular event, there should be a, debrief that happens at some point. 00:27:30.093 --> 00:27:32.283 So that we can understand if anything needs to be tweaked. 00:27:32.613 --> 00:27:33.753 Duke: So that's kind of fuzzy, right? 00:27:33.753 --> 00:27:35.973 Like it's relatively informal. 00:27:35.973 --> 00:27:38.763 Maybe you package a couple nights into one debrief, that kind of thing. 00:27:38.853 --> 00:27:39.573 CJ: That sort of thing. 00:27:39.573 --> 00:27:39.813 Right. 00:27:39.813 --> 00:27:43.533 And it might just be like a, volunteer initiated thing where they kind of, maybe 00:27:43.533 --> 00:27:47.373 they push a button on an app that says, Hey, I got some meaningful feedback. 00:27:47.493 --> 00:27:49.383 And then we, you know, we come together. 00:27:49.473 --> 00:27:50.343 Duke: Okay, cool. 00:27:50.343 --> 00:27:51.699 Like almost like a post. 00:27:51.699 --> 00:27:53.049 event, survey, 00:27:53.349 --> 00:27:53.829 CJ: Yeah. 00:27:53.859 --> 00:27:55.479 Like a PO Yeah, exactly like that. 00:27:55.539 --> 00:27:55.719 Like 00:27:55.749 --> 00:27:57.189 Duke: like, uh, yeah, yeah. 00:27:57.189 --> 00:28:00.309 Generally did more, did more places feel, good about the 00:28:00.309 --> 00:28:02.169 message than bad about the message. 00:28:02.203 --> 00:28:04.663 And they could just do a pulse check and then any specific 00:28:04.668 --> 00:28:06.433 feedback in a, in a text. 00:28:06.553 --> 00:28:08.353 That seems pretty cool, right? 00:28:08.353 --> 00:28:11.793 Because then you could basically like do a heat map of the 00:28:11.793 --> 00:28:12.903 neighborhoods you're doing. 00:28:13.019 --> 00:28:13.439 CJ: Yep. 00:28:13.601 --> 00:28:16.451 Duke: Based off of your foot soldier feedback on how the 00:28:16.451 --> 00:28:18.131 messages was, was being absorbed 00:28:18.566 --> 00:28:19.416 CJ: Absolutely. 00:28:19.991 --> 00:28:22.241 Duke: and you can almost get more specific target information. 00:28:22.241 --> 00:28:23.321 That's exciting, man. 00:28:23.681 --> 00:28:26.291 CJ: That, that is super exciting, especially locally because there's no 00:28:26.291 --> 00:28:28.901 polling mechanism for elections, right? 00:28:28.901 --> 00:28:31.901 So you, you're kind of flying blind and hope that everything's working. 00:28:31.964 --> 00:28:35.534 but this is great actually when, when I think about it, because, and even if 00:28:35.534 --> 00:28:37.424 you're just collecting a negative, right? 00:28:37.424 --> 00:28:39.914 Even if you're not collecting a positive, if you're just collecting 00:28:39.914 --> 00:28:43.151 a negative, you can understand like where you might have big spots of. 00:28:44.471 --> 00:28:44.681 Duke: Well, 00:28:44.811 --> 00:28:46.071 CJ: if you, and 00:28:46.331 --> 00:28:49.128 Duke: a word in there that I lost immediately. 00:28:49.231 --> 00:28:51.471 It's like you're doing this in lieu of a 00:28:52.246 --> 00:28:53.469 CJ: Oh, um, polling, 00:28:53.724 --> 00:28:54.474 Duke: Oh, yeah. 00:28:54.474 --> 00:28:55.284 In lieu of polling. 00:28:55.509 --> 00:28:59.573 CJ: Yeah, because there's, it doesn't exist, at least here, and maybe it exists 00:28:59.578 --> 00:29:03.603 in some other localities, some local, um, municipalities where you can actually 00:29:03.608 --> 00:29:05.386 figure out like how the race is going. 00:29:05.536 --> 00:29:09.769 Like in Chicago, it's big enough where, there are newspapers and all audits, all 00:29:09.769 --> 00:29:13.639 sorts of organizations that are polling the local folks, and you can kinda 00:29:13.639 --> 00:29:15.799 make a sense of where you stand, right? 00:29:15.799 --> 00:29:18.906 Like, you know, you can see, Lori could see, uh, Lori Lightfoot that 00:29:18.911 --> 00:29:22.866 is, could see in real time whether or not she was gaining or losing, right? 00:29:23.286 --> 00:29:25.086 There's none of that here in Oak Park, 00:29:25.871 --> 00:29:26.871 Duke: Probably a scale game, right? 00:29:26.871 --> 00:29:31.221 Like you just, if you're pulling one out of every 10 people, like in Oak Park, 00:29:31.221 --> 00:29:33.831 you'll only get 5,000 if everybody votes 00:29:34.371 --> 00:29:35.001 CJ: Right, right. 00:29:35.201 --> 00:29:35.681 Exactly. 00:29:36.411 --> 00:29:36.951 Exactly. 00:29:36.951 --> 00:29:40.611 And so you just wanna push as hard as you can and try to, like you said, it's 00:29:40.611 --> 00:29:43.641 a scale game to reach as many people as possible so that they know who you are, 00:29:43.821 --> 00:29:47.331 and hopefully have a chance to understand what you're about and agree with it. 00:29:47.623 --> 00:29:48.133 Duke: All right folks. 00:29:48.133 --> 00:29:52.693 We are at 36 minutes of record, and clearly there's a lot more to talk about 00:29:54.193 --> 00:29:58.563 but , I just wanna quickly review what, knowing what good questions to ask and 00:29:58.563 --> 00:30:00.063 engage in your customer in this way, 00:30:00.113 --> 00:30:03.143 just how much you can extract in 30 minutes of convers. 00:30:03.526 --> 00:30:04.691 so Corey, let's review. 00:30:04.904 --> 00:30:07.094 What is the point of a campaign? 00:30:07.094 --> 00:30:11.684 A point of a campaign is to win a seat, but if we break down the component 00:30:11.684 --> 00:30:15.948 pieces that contribute to winning a seat, we have, maximizing our outreach. 00:30:16.008 --> 00:30:18.138 The more people we interact with, the better. 00:30:18.294 --> 00:30:21.684 The more people that know our message, the better. 00:30:21.886 --> 00:30:25.006 The more people who know when and where to vote the better. 00:30:25.246 --> 00:30:27.616 And our campaign must be compliance. 00:30:27.616 --> 00:30:32.596 So that's five points that we know this app has to contribute to. 00:30:32.869 --> 00:30:33.019 Right? 00:30:33.019 --> 00:30:36.049 And in fact, maybe as you review all these features and decide what 00:30:36.049 --> 00:30:39.889 you're actually gonna build, you rate them against these five points. 00:30:39.889 --> 00:30:43.099 If it doesn't support that point strongly, maybe it's something you. 00:30:43.968 --> 00:30:44.528 CJ: right. 00:30:44.638 --> 00:30:47.404 Duke: Now, what are some of the processes within a campaign? 00:30:47.524 --> 00:30:53.914 Well, we know that there is a process for managing volunteers, and there are 00:30:53.914 --> 00:30:56.704 several types of flows within that. 00:30:56.704 --> 00:31:00.214 There's knocking on doors, there's social media management, 00:31:00.394 --> 00:31:02.434 there's events, there is. 00:31:03.363 --> 00:31:03.603 Okay. 00:31:03.603 --> 00:31:08.103 And even before that, there is the onboarding of the volunteers ourselves. 00:31:08.403 --> 00:31:12.303 Uh, we have one note in the onboarding workflow that we have to get the 00:31:12.303 --> 00:31:15.873 volunteers, the talking points and objection handling, which also 00:31:15.873 --> 00:31:19.293 means we need a place to store our talking points and objection. 00:31:19.333 --> 00:31:19.773 Handlings. 00:31:19.908 --> 00:31:22.278 We also have a process for fundraising. 00:31:22.368 --> 00:31:25.633 we have to talk to a different stakeholder for that, but basically 00:31:25.843 --> 00:31:31.409 we have to, obey some mandatory reporting laws, and that includes not 00:31:31.414 --> 00:31:35.789 only monetary contributions, but also time, contributions to our campaign. 00:31:36.273 --> 00:31:40.293 Then this is a third process under campaign management, which 00:31:40.293 --> 00:31:41.853 is managing the communications. 00:31:41.858 --> 00:31:47.463 Now we are probably gonna have a external tool for mailing list management 00:31:47.463 --> 00:31:49.353 and and mailing list segmentation. 00:31:49.623 --> 00:31:56.223 But in ServiceNow, what we plan to do is, generating communication plans. 00:31:56.313 --> 00:31:57.333 What are we gonna do? 00:31:57.393 --> 00:31:58.473 How are we gonna send it? 00:31:58.683 --> 00:32:00.723 What is The medium that we're using. 00:32:00.723 --> 00:32:01.863 Like is it social media? 00:32:01.863 --> 00:32:03.363 Is it mailers, is it whatever? 00:32:03.363 --> 00:32:06.003 and then we're also gonna manage the execution of that. 00:32:06.303 --> 00:32:09.953 Included in that process is gonna be some sort of approval so the right people 00:32:09.953 --> 00:32:12.383 authorize the right communications. 00:32:12.719 --> 00:32:16.259 We also wanna have an earmark here for further discussions on targets. 00:32:16.679 --> 00:32:21.869 Uh, and targets can be interests or demographics or any combination. 00:32:22.739 --> 00:32:25.979 when, uh, we're gonna go back to the pro campaign process of managing your 00:32:25.979 --> 00:32:30.219 volunteers, , and we just took the one workflow of the door knocking 00:32:30.224 --> 00:32:33.459 event and in the door knocking event, we need to identify the 00:32:33.459 --> 00:32:34.629 volunteers that are gonna be on that. 00:32:34.809 --> 00:32:36.129 What routes are gonna take. 00:32:36.196 --> 00:32:39.166 well, we wanna make sure that they have read the talking points and objection. 00:32:39.166 --> 00:32:40.696 Handlings, the latest versions. 00:32:40.723 --> 00:32:43.813 we need to equip them with collateral to leave on site. 00:32:44.233 --> 00:32:47.076 So this would be like a little pamphlet, what have you. 00:32:47.374 --> 00:32:52.654 we got on a potential real big win, which is can we extract information from that 00:32:52.654 --> 00:32:58.897 foot, campaign to tell us more about the neighborhoods that we are, putting out. 00:32:59.473 --> 00:33:04.053 it's already looking like a fantastic app build and not too small either. 00:33:04.233 --> 00:33:05.253 It's pretty significant. 00:33:05.283 --> 00:33:07.123 And that was 30 minutes of conversation. 00:33:07.418 --> 00:33:07.838 CJ: Yes. 00:33:08.088 --> 00:33:08.718 And Duke. 00:33:08.778 --> 00:33:12.978 And another, thing I think we need to, uh, emphasize here is that you are 00:33:12.978 --> 00:33:15.731 not a local election expert, you have. 00:33:15.911 --> 00:33:18.701 You didn't come into this knowing the questions to ask 00:33:18.701 --> 00:33:20.081 because you had experience here. 00:33:20.351 --> 00:33:25.301 Um, you are a ServiceNow expert and yet we still got to this point, despite the 00:33:25.306 --> 00:33:29.081 fact you not being a subject matter expert on the theme that I need you to build. 00:33:29.548 --> 00:33:31.948 Duke: I keep telling people, man, like playing role, playing games in high 00:33:31.948 --> 00:33:36.898 school taught me more about how to do my job than three years of college Did. 00:33:38.308 --> 00:33:40.338 CJ: No right though, right? 00:33:40.378 --> 00:33:43.738 Like you put yourself into, into the shoes of accident. 00:33:43.948 --> 00:33:44.608 Here we go. 00:33:44.608 --> 00:33:44.848 Right? 00:33:44.998 --> 00:33:46.458 Next thing we're dragons. 00:33:47.788 --> 00:33:52.565 Duke: All right, we are 40 minutes in and this is episode 80 and we 00:33:52.565 --> 00:33:57.755 still don't have an outro We'll see you on the next one, folks. 00:33:58.025 --> 00:33:58.625 CJ: We out