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How We Work

The Lab
methodology.

Every engagement starts with a conversation. What happens next depends on what your race needs — a full strategic partnership, or a targeted service to fill a specific gap.

Full Engagement

End-to-end campaign partnership.

For candidates and organizations that want Strategy Lab operating as a core part of their team — from the first conversation through Election Night.

01
Intake Call
Understanding the Race

A no-obligation introductory call with the candidate, party leaders, or both. A frank conversation — not a sales pitch. We want to understand the race before we say anything about how to win it.

The district — geography, turnout patterns, partisan lean, competitive history
The candidate — background, strengths, vulnerabilities, existing relationships
The issues — what's driving the electorate, what's resonating at the door
The data — voter file access, previous campaign data, existing list assets
The resources — fundraising capacity, volunteer infrastructure, timeline
02
Internal Review
We Do Our Homework

Between the intake call and the strategy proposal, our team conducts independent research. We don't rely solely on what the campaign tells us — we verify, model, and stress-test the assumptions.

Voter file pull and preliminary targeting analysis
Historical turnout and results modeling for the district
Initial opposition review — public record, prior races, donor history
Media market and earned media landscape assessment
Budget-to-universe ratio check — can this race be won with available resources?
Typically 5–10 business days between intake and proposal
03
Strategy Call
The Proposal

A follow-up call presenting a clear, written strategy proposal — what we recommend, why, and what it will cost. A specific plan for a specific race. No vague retainer talk.

Recommended service mix based on race size and resources
Targeting universe and channel strategy — where and how we reach voters
Campaign calendar — key milestones, mail drops, digital launch, GOTV window
Itemized pricing estimate — program costs and consulting fees, clearly separated
Honest assessment — if we think the race is unwinnable, we'll say so
04
Engagement
We Get to Work

We formalize the engagement and start immediately. Strategy Lab is embedded in your campaign — not advising from a distance, but operating as a core part of the team.

Kick-off meeting with full campaign team to align on roles and workflow
Data infrastructure set up — voter file, CRM, reporting dashboards
Regular check-ins with campaign leadership throughout the race
Real-time adjustments as new data, news, or opposition moves emerge
Full debrief after Election Day — win or lose, we document everything
What you walk away with
A partner in the room, not a vendor on retainer.
Every full engagement client gets direct access to our senior team. We pick up the phone, show up to the tough meetings, and stay invested in the outcome.
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Standalone Services

One service. One call. Let's move.

Not every campaign needs a full strategic engagement. If you know what you need and just want it done well, we offer standalone services with a streamlined process — one scoping call and we're off to the races.

How standalone engagements work

You reach out, we get on a call — typically 30 to 45 minutes. You tell us the race, the ask, and the timeline. We come back within a few days with a flat-fee or per-unit quote, a scope of work, and a start date. No multi-week intake process. No strategy retainer required. Just the service you need, priced and executed cleanly.

01
Text & SMS Programs

P2P or broadcast texting built and deployed for your race. Lists, copy, compliance, and execution handled in full.

One scoping call
02
Email Outreach

Supporter emails, fundraising sequences, or voter persuasion programs — written, built, and sent by our team.

One scoping call
03
Direct Mail Drop

A single piece or defined mail program — design, targeting, print, and delivery. Priced per piece with no hidden markup.

One scoping call
04
Meta Ad Campaign

A defined Facebook and Instagram buy — voter file matched, produced, and actively optimized.

One scoping call
05
Fundraising Setup

Map your fundraising infrastructure or connect with a licensed fundraiser from our network.

One scoping call
06
Data & Targeting Audit

Bring us your voter file. We review it, identify gaps, build a corrected universe, and hand it back to your team.

One scoping call
Not sure which service fits? That's what the call is for. Tell us where you are in the race, what's working, and what isn't — we'll tell you honestly what we think would move the needle.
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