Introduce yourself. All constituents should identify themselves and make sure to say that you are representing yourself and other community bankers in their district.
Be patient & courteous. Sometimes legislator's schedules change at the last minute and you meet with staff only. These meetings with staff often last longer than meetings with the legislator, and as trusted advisers, staff are often pivotal in determining their boss' position on a particular bill.
Be confident, assertive, and concise. Make sure to stay on topic to the 2-3 major issues at hand. If you run out of time, that is ok. It provides a ready-made reason for a follow up visit or phone call.
Go local. Make sure to bring the issues to the local level by making a connection between specific legislation and your mutual district. Remind the legislator that your customers are their constituents. Whenever possible, focus on the experience of your customers.
Be prepared for questions. Do your homework on the issues and be prepared to talk about how they affect your customers and business.
Close the deal. Don't leave the meeting without making a clear ask of the legislator. A specific request for co-sponsorship of a particular bill or a YES vote is key.
Say thank you. Leave behind a lobbying card with the staff member for them to reference. Follow up with a thank you note to those you met with. Feel free to extend an offer for the legislator to visit your bank back in the district.
Tell ICBA how it went. Summarize the meeting and let ICBA congressional relations staff know how it went.