CRE leads: personalized outreach queue (drafts only, sends gated) - 30 contacts tiered by channel

abab627fbf509a1c98b6a993ab7a895f88f0663a · 2026-08-07 16:24:49 -0700 · Steve Abrams
Files touched

A data/marketing-exec-leads/outreach-queue.csv
A data/marketing-exec-leads/outreach-queue.md
Diff

commit abab627fbf509a1c98b6a993ab7a895f88f0663a
Author: Steve Abrams <steve@designerwallcoverings.com>
Date:   Fri Aug 7 16:24:49 2026 -0700

    CRE leads: personalized outreach queue (drafts only, sends gated) - 30 contacts tiered by channel
---
 data/marketing-exec-leads/outreach-queue.csv | 31 ++++++++++++
 data/marketing-exec-leads/outreach-queue.md  | 70 ++++++++++++++++++++++++++++
 2 files changed, 101 insertions(+)

diff --git a/data/marketing-exec-leads/outreach-queue.csv b/data/marketing-exec-leads/outreach-queue.csv
new file mode 100644
index 0000000..732166b
--- /dev/null
+++ b/data/marketing-exec-leads/outreach-queue.csv
@@ -0,0 +1,31 @@
+Contact,Firm,Tier,Primary Channel,Phone,Email,Email Status,Status,Next Action
+Susan Bloomfield,Stream Realty Partners,1,Call+Email,949.203.3037,susan.bloomfield@streamrealty.com,CONFIRMED,DRAFT,Call this week
+Christina Twidale,Kidder Mathews,1,Call+Email,206.296.9623,christina.twidale@kidder.com,CONFIRMED,DRAFT,Call this week
+Bahram Fattahinia,Pegasus Investments,1,Call+Email,(310) 691-1350 x182,bfattahinia@pegasusinvestments.com,CONFIRMED,DRAFT,Call this week
+Kendra Fitzgerald,Pegasus Investments,1,Email,(310) 691-1350 x160,kfitzgerald@pegasusinvestments.com,CONFIRMED,DRAFT,Email (cc on Bahram)
+Jay Johansson,Faris Lee Investments,1,Call+Email,949.221.1836,jjohansson@farislee.com,CONFIRMED,DRAFT,Email
+Layla Gabertai,The Mogharebi Group,1,Call+Email,(909) 295-7580,Layla@mogharebi.com,CONFIRMED,DRAFT,Email
+Molly Driscoll,Morgan Skenderian,1,Call+Email,(949) 258-9925,md@morganskenderian.com,CONFIRMED,DRAFT,Email
+Susan Navarro,Peak Commercial,1,Call+Email,(818) 591-3300,susan@peakcorp.com,CONFIRMED,DRAFT,Email (cc Aaron)
+Aaron Tsukahara,Peak Commercial,1,Email,(818) 591-3300 x7013,aaront@peakcorp.com,CONFIRMED,DRAFT,cc
+Jennifer Borrayo,DAUM Commercial,1,Call,(818) 615-0147,,,DRAFT,Call (email masked)
+Patricia Tay,Stepp Commercial,1,Call,(310) 774-3740,,,DRAFT,Call firm main
+J.C. Casillas,NAI Capital,2,LinkedIn+Call,(818) 905-2400,,,DRAFT,LinkedIn connect
+Andrew Strockis,Marcus & Millichap,2,LinkedIn,(818) 212-2250,andrew.strockis@marcusmillichap.com,INFERRED,DRAFT,LinkedIn connect
+Molly Kelly,Avison Young,2,LinkedIn,(312) 957-7600,molly.kelly@avisonyoung.com,INFERRED,DRAFT,LinkedIn connect
+Brandon Newman,Coldwell Banker Commercial,2,LinkedIn,(503) 587-4777,,,DRAFT,LinkedIn connect
+Benji Baer,CBRE,3,LinkedIn,(214) 979-6100,benji.baer@cbre.com,INFERRED,DRAFT,LinkedIn connect
+Siddharth Taparia,JLL,3,LinkedIn,(312) 782-5800,siddharth.taparia@jll.com,INFERRED,DRAFT,LinkedIn connect
+Jill Kouri,JLL,3,LinkedIn,(312) 782-5800,jill.kouri@jll.com,INFERRED,DRAFT,LinkedIn connect
+Mencia Barreiros,JLL,3,LinkedIn,(312) 782-5800,mencia.barreiros@jll.com,INFERRED,DRAFT,LinkedIn connect
+Adrienne Fasano,Cushman & Wakefield,3,LinkedIn,(312) 470-1800,adrienne.fasano@cushmanwakefield.com,INFERRED,DRAFT,LinkedIn connect
+Rebecca Finley,Colliers,3,LinkedIn,(416) 960-9500,rebecca.finley@colliers.com,INFERRED,DRAFT,LinkedIn connect
+Cassius Taylor-Smith,Colliers,3,LinkedIn,(416) 960-9500,cassius.taylor-smith@colliers.com,INFERRED,DRAFT,LinkedIn connect
+Angie Leccese,Newmark,3,LinkedIn,(212) 372-2000,angie.leccese@nmrk.com,INFERRED,DRAFT,LinkedIn connect
+Karen Laureano-Rikardsen,Newmark,3,LinkedIn,(212) 372-2000,karen.laureano-rikardsen@nmrk.com,INFERRED,DRAFT,LinkedIn connect
+Shayna Leonardsen,Kidder Mathews,3,LinkedIn,(206) 296-9600,shayna.leonardsen@kidder.com,INFERRED,DRAFT,LinkedIn connect
+Lori Valencia,Matthews,3,LinkedIn,(866) 889-0550,lori.valencia@matthews.com,INFERRED,DRAFT,LinkedIn connect
+David Hunt,Berkadia,3,LinkedIn,(215) 328-3200,david.hunt@berkadia.com,INFERRED,DRAFT,LinkedIn connect
+Carol McNerney,Walker & Dunlop,3,LinkedIn,(301) 215-5500,cmcnerney@walkerdunlop.com,INFERRED,DRAFT,LinkedIn connect
+JoAnn Neau,Northmarq,3,LinkedIn,(952) 356-0100,jneau@northmarq.com,INFERRED,DRAFT,LinkedIn connect
+Marcin Pokorski,Eastdil Secured,3,LinkedIn,(212) 315-7200,mpokorski@eastdilsecured.com,INFERRED,DRAFT,LinkedIn connect
diff --git a/data/marketing-exec-leads/outreach-queue.md b/data/marketing-exec-leads/outreach-queue.md
new file mode 100644
index 0000000..3d24851
--- /dev/null
+++ b/data/marketing-exec-leads/outreach-queue.md
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+# CRE Marketing-Exec Outreach Queue — STATUS: DRAFT (nothing sent)
+
+**OFFER (edit here, propagates to all copy):** RENTV media/PR partnership — sponsored deal coverage, exec interviews, and video distribution to RENTV's SoCal CRE broker/investor audience.
+**Sender:** Steve · **Send gate:** every send requires Steve's explicit go. LinkedIn = manual (TOS). Email = needs physical address + unsubscribe + DNC scrub before first send.
+**Signature block (append to every email):** Steve Abrams · RENTV · [phone] · [physical mailing address] · [unsubscribe link]
+
+---
+
+## TIER 1 — confirmed direct contact (call + email now)
+
+### Susan Bloomfield — CMO, Stream Realty Partners · 949.203.3037 / m 213.948.3206 · susan.bloomfield@streamrealty.com
+- **LinkedIn note:** Hi Susan — I follow how Stream tells its Greater-LA deal story. I run RENTV's CRE media desk and had one idea to amplify Stream's wins to our SoCal broker/investor audience. Connect?
+- **Email 1 — Subj: Stream Realty + RENTV, amplifying your LA deal wins:** Hi Susan, as CMO you own the story — I can help it travel. RENTV reaches SoCal CRE decision-makers weekly and we're opening sponsored deal-coverage + exec-interview slots. One idea for Stream: a short video series on your Greater-LA leasing wins. Open to 15 min next week?
+- **Call note:** reference Stream's LA office growth; lead with the exec-interview slot.
+
+### Christina Twidale — SVP Corp Mktg & Comms, Kidder Mathews · 206.296.9623 · christina.twidale@kidder.com
+- **LinkedIn note:** Hi Christina — you lead marketing across Kidder's 19 Western offices; RENTV can put those deal wins in front of the SoCal CRE audience. Connect?
+- **Email 1 — Subj: Kidder Mathews + RENTV:** Hi Christina, with 80 marketing pros behind you, you're producing more content than any single channel amplifies. RENTV's sponsored coverage + interview slots could extend Kidder's West-Coast reach. 15 min?
+
+### Bahram Fattahinia — Director of Marketing, Pegasus Investments · (310) 691-1350 x182 / m (424) 542-7639 · bfattahinia@pegasusinvestments.com
+- **LinkedIn note:** Hi Bahram — Pegasus's retail deals are exactly what RENTV's investor audience follows. One idea to amplify them — connect?
+- **Email 1 — Subj: Pegasus + RENTV, retail deal spotlight:** Hi Bahram, RENTV runs sponsored deal coverage to SoCal CRE investors. A Pegasus retail-net-lease spotlight series would land squarely with our audience. Worth 15 min?
+
+### Jay Johansson — Sr Marketing Manager, Faris Lee Investments · 949.221.1836 · jjohansson@farislee.com
+- **Email 1 — Subj: Faris Lee + RENTV:** Hi Jay, Faris Lee's retail investment sales are a natural fit for RENTV's deal-coverage + exec-interview slots. Open to a quick call on a 2026 content partnership?
+
+### Layla Gabertai — Director of Marketing, The Mogharebi Group · (909) 295-7580 · Layla@mogharebi.com
+- **Email 1 — Subj: Mogharebi Group + RENTV, multifamily spotlight:** Hi Layla, RENTV reaches SoCal multifamily investors weekly. A Mogharebi deal-spotlight or exec-interview series would put your team's transactions front and center. 15 min next week?
+
+### Molly Driscoll — Marketing Manager, Morgan Skenderian · (949) 258-9925 · md@morganskenderian.com
+- **Email 1 — Subj: Morgan Skenderian + RENTV:** Hi Molly, Morgan Skenderian's multifamily volume is exactly what RENTV's investor audience tracks. Interested in a deal-coverage partnership for 2026?
+
+### Susan Navarro — Marketing Manager, Peak Commercial · (818) 591-3300 · susan@peakcorp.com  (+ Aaron Tsukahara, Digital Mktg Mgr · aaront@peakcorp.com)
+- **Email 1 — Subj: Peak Commercial + RENTV:** Hi Susan, RENTV can amplify Peak's SoCal deals to our broker/investor audience via sponsored coverage + video. Cc Aaron on digital. 15 min?
+
+### Jennifer Borrayo — Director of Marketing, DAUM Commercial · (818) 615-0147
+- **Call note (email masked — get on call):** DAUM's industrial/office deals fit RENTV's coverage; open with the exec-interview slot for DAUM principals.
+
+### Patricia Tay — Director of Marketing, Stepp Commercial · (310) 774-3740 (firm)
+- **Call note:** Long Beach multifamily focus; pitch a Stepp deal-spotlight tied to their market reports.
+
+---
+
+## TIER 2 — SoCal majors (LinkedIn + call; inferred email = fallback)
+
+### J.C. Casillas — MD Research/Marketing/Comms, NAI Capital · (818) 905-2400 · LinkedIn: /in/j-c-casillas-5b6a44107
+- **LinkedIn note:** Hi J.C. — NAI Capital's SoCal research + deal flow is a great fit for RENTV's audience. One partnership idea — connect?
+
+### Andrew Strockis — SVP & CMO, Marcus & Millichap (Calabasas) · (818) 212-2250 · andrew.strockis@marcusmillichap.com (INFERRED)
+### Molly Kelly — Global CMCO, Avison Young · (312) 957-7600 · molly.kelly@avisonyoung.com (INFERRED)
+### Brandon Newman — VP Marketing, Coldwell Banker Commercial · (503) 587-4777
+- **Shared LinkedIn note:** Hi {{first}} — RENTV is expanding CRE media partnerships into 2026 and {{firm}} is top of our list. Worth a short intro call? Happy to send examples first.
+
+---
+
+## TIER 3 — national-major CMOs (LinkedIn-FIRST; inferred email is a flagged fallback, do NOT cold-blast)
+
+CBRE Benji Baer · JLL Siddharth Taparia (+ Jill Kouri, Mencía Barreiros) · Cushman Adrienne Fasano · Colliers Rebecca Finley (+ Cassius Taylor-Smith) · Newmark Angie Leccese (+ Karen Laureano-Rikardsen) · Kidder Shayna Leonardsen · Matthews Lori Valencia · Berkadia David Hunt · Walker & Dunlop Carol McNerney · Northmarq JoAnn Neau · Eastdil Marcin Pokorski
+
+- **Shared LinkedIn connection note (≤300 char):** Hi {{first}} — I run RENTV's CRE media desk. We're opening 2026 sponsored-coverage + exec-interview slots and {{firm}} keeps coming up. Would value connecting.
+- **Shared LinkedIn follow-up (after accept):** Thanks for connecting, {{first}}. We're expanding RENTV's deal-coverage + interview slots and {{firm}}'s marketing keeps catching our eye. Worth 15 min to see if there's a fit? Examples on request.
+- **Email fallback (INFERRED address — only if LinkedIn stalls, accept bounce risk):** same as Tier-1 Email 1, merged with {{firm}}.
+
+---
+
+## Recommended run order
+1. **Tier 1 calls this week** (real direct dials — highest conversion).
+2. **Tier 1 emails** after Steve approves send + compliance footer wired.
+3. **Tier 2/3 LinkedIn** connection notes (manual, Steve's account).
+4. Email fallback to majors only after LinkedIn stalls.
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