From 8eff2f739d0cc9b93fa7e66e74d36e41002c9fcd Mon Sep 17 00:00:00 2001 From: "john.xlm" <60260750+JFWooten4@users.noreply.github.com> Date: Mon, 25 May 2026 17:07:11 -0400 Subject: [PATCH] =?UTF-8?q?=F0=9F=93=9D=20Add=20notice=20contact=20book?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Co-authored-by: Codex --- notice-contact-book.md | 46 ++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 46 insertions(+) create mode 100644 notice-contact-book.md diff --git a/notice-contact-book.md b/notice-contact-book.md new file mode 100644 index 0000000..932eb40 --- /dev/null +++ b/notice-contact-book.md @@ -0,0 +1,46 @@ +# Notice Contact Book + +Use this contact book to coordinate outreach for affected investors who should receive notice and have a clear path to respond. + +## Purpose + +This document keeps investor outreach organized during a notice process. It should identify who is affected, what notice they received, how to contact them, and who is responsible for follow-up. + +## Contact List + +| Investor | Primary contact | Email | Phone | Notice sent | Owner | Status | Notes | +| --- | --- | --- | --- | --- | --- | --- | --- | +| TBD | TBD | TBD | TBD | TBD | TBD | Not started | TBD | + +## Status Values + +* Not started +* Drafted +* Sent +* Acknowledged +* Follow-up needed +* Closed + +## Outreach Steps + +1. Confirm the affected investor list. +2. Verify the best available contact details for each investor. +3. Send the approved notice through the selected communication channel. +4. Record the send date, sender, and delivery method. +5. Track acknowledgements and follow-up requests. +6. Close each entry only after the investor has received the notice or outreach is no longer required. + +## Notice Fields + +Each notice should include: + +* A short description of the issue or event. +* Why the investor is receiving the notice. +* Any action the investor should take. +* The deadline, if one applies. +* The preferred reply channel. +* The internal owner responsible for responding. + +## Reply Channel + +Affected investors can reach out through the contact method included in their notice. Route replies to the assigned owner and update the contact list with the latest status.