Planning an Intro Meeting with Your Elected Official
LEVEL: 101
RESOURCE: Guide
UPDATED: 8/2026
Resource Summary
“Build the relationship before you make the ask”. Getting to know your elected official before you contact them about a bill, a policy, or any important vote or decision, can make a big difference. Introductory meetings can be scheduled at any time and do not require the same kind of preparation needed for a policy ask. However, that doesn’t mean you should arrive unprepared.
This guide provides 5 steps to help you plan, prepare, and execute a successful and fruitful intro meeting with your elected official, including:
How to research your elected official before your meeting
How to prepare what to share with your elected official and what to ask them
How to schedule the meeting
A pre-meeting checklist and suggested agenda for the meeting
How to follow-up after the meeting
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