BMS Operations Portal — Client Intake

1

Candidate Basics

Full Name

Office Sought

District / Jurisdiction

Election Date

Party Affiliation

Candidate Email

4

Political Style Assessment

Governance Approach — How does the candidate primarily identify?

Fiscal ConservativeReduce spending, lower taxes, shrink government Pragmatic / Problem-SolverResults over ideology, work across the aisle Community BuilderLocal investment, neighborhood-first priorities Reform-MindedChallenge the status quo, shake up the establishment Libertarian-LeaningMaximum individual liberty, minimal government interference

Party Independence — Relationship with the party apparatus?

Loyal Party MemberVotes with the party, values unity Selective Team PlayerGenerally aligned but will break ranks on key issues Independent VoiceParty is a vehicle, not a master Outsider / Anti-EstablishmentRunning against the machine, not with it

Campaign Tone — How should messaging feel?

Positive / AspirationalVision and hope, minimal attacks Tough But FairDraw contrasts, hold opponent accountable, stay civil FighterAggressive, takes no prisoners, punches hard Quiet CompetenceLet the record speak, understated, substance over style

Admired Political Figures — Check all that apply

7

Social Media Inventory

Enter handles or profile URLs. Leave blank if no account exists.

Platform	Personal Account	Campaign Account
Facebook
Instagram
X / Twitter
TikTok
YouTube
LinkedIn

8

Digital Security

MFA / Two-Factor Authentication All social media accounts have multi-factor authentication enabled (authenticator app preferred over SMS)

Unique Passwords Using a password manager with unique passwords for each account (LastPass, 1Password, Bitwarden, or iCloud Keychain)

Breach Check Consent I consent to BMS running email addresses through Have I Been Pwned (HIBP) to check for data breach exposure

Home Address Hidden Personal home address is not visible on any public social media profile or business listing

Social Hygiene Audit Consent I consent to BMS running the Social Hygiene Scanner on my accounts to identify content that could create opposition research vulnerabilities

Client Intake Questionnaire

Candidate Basics

Political Style Assessment

Social Media Inventory

Digital Security