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46 changes: 46 additions & 0 deletions notice-contact-book.md
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# 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.