RENTV sale prep (TK-10562): add one-page send-day worksheet

c3a0afd7a1ccbc93679308d4710e4c92fa146d4f · 2026-08-15 07:56:53 -0700 · Steve Abrams

Consolidates the send order (harmonized tiers), the named exec per firm, and the
exact subject line into a single tickable page + pre-flight checklist (comp check,
registrar confirm, entity decision, footer) — so Steve isn't flipping between four
docs on send day. Cross-linked from the outreach doc. PREP-ONLY; nothing sent.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

Files touched

M docs/FORSALE-OUTREACH.md
A docs/FORSALE-SEND-WORKSHEET.md

Diff

commit c3a0afd7a1ccbc93679308d4710e4c92fa146d4f
Author: Steve Abrams <steve@designerwallcoverings.com>
Date:   Sat Aug 15 07:56:53 2026 -0700

    RENTV sale prep (TK-10562): add one-page send-day worksheet
    
    Consolidates the send order (harmonized tiers), the named exec per firm, and the
    exact subject line into a single tickable page + pre-flight checklist (comp check,
    registrar confirm, entity decision, footer) — so Steve isn't flipping between four
    docs on send day. Cross-linked from the outreach doc. PREP-ONLY; nothing sent.
    
    Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 docs/FORSALE-OUTREACH.md       |  2 +-
 docs/FORSALE-SEND-WORKSHEET.md | 40 ++++++++++++++++++++++++++++++++++++++++
 2 files changed, 41 insertions(+), 1 deletion(-)

diff --git a/docs/FORSALE-OUTREACH.md b/docs/FORSALE-OUTREACH.md
index 5daf2267..fd21cd86 100644
--- a/docs/FORSALE-OUTREACH.md
+++ b/docs/FORSALE-OUTREACH.md
@@ -4,7 +4,7 @@
 **Approach (Scenario C, approved 2026-07-30):** run a quiet, invitation-only competitive process among the strategics below, floor at/above **$200k**, before any open-market listing.
 > ⚠️ **The $200k floor is a PROVISIONAL placeholder — run the NameBio comp check (`FORSALE-SALE-PACKET.md` §1) before any live conversation.** Don't anchor a Tier-1 call to an un-validated number. Frame every note as *"you're on a short shortlist"* — scarcity + competition is what produces a multiple over a single quote.
 **Drafts are individualized 1:1** — each body is written to that firm in a distinct voice (different opening, different value angle, varied close-window phrasing) so a note that gets forwarded internally reads as a genuine founder-to-exec message, not a mass blast.
-**Companion docs:** named recipients → `FORSALE-OUTREACH-CONTACTS.md`; buyer teaser + mutual NDA → `FORSALE-NDA-AND-TEASER.md`; valuation + listing copy + the domain-transfer checklist → `FORSALE-SALE-PACKET.md`; scenarios/timeline → `FORSALE-SCENARIOS.md`.
+**Companion docs:** **send-day tick sheet → `FORSALE-SEND-WORKSHEET.md`** (one page: order + exec + subject); named recipients → `FORSALE-OUTREACH-CONTACTS.md`; buyer teaser + mutual NDA → `FORSALE-NDA-AND-TEASER.md`; valuation + listing copy + the domain-transfer checklist → `FORSALE-SALE-PACKET.md`; scenarios/timeline → `FORSALE-SCENARIOS.md`.
 
 ## How to use this
 1. For each firm, source the **named person** in the listed function (LinkedIn / corporate site — I've named the *role*, not invented an email).
diff --git a/docs/FORSALE-SEND-WORKSHEET.md b/docs/FORSALE-SEND-WORKSHEET.md
new file mode 100644
index 00000000..3985b463
--- /dev/null
+++ b/docs/FORSALE-SEND-WORKSHEET.md
@@ -0,0 +1,40 @@
+# sublease.com — Send-Day Worksheet (PREP-ONLY, tick as you go)
+
+**One page to work down the day you send.** Consolidates the send order (harmonized tiers), the named exec per firm, and the exact subject line — so you're not flipping between four docs mid-send. **Nothing here is sent; sending is Steve-only and gated** (`TK-10061-rentv-outreach-send-GATE.md`).
+**Full drafts:** `FORSALE-OUTREACH.md` · **contact detail/pointers:** `FORSALE-OUTREACH-CONTACTS.md` · **valuation/transfer:** `FORSALE-SALE-PACKET.md`.
+
+---
+
+## PRE-FLIGHT — do these BEFORE the first send (all block the send)
+- [ ] **Comp check** — run NameBio on one-word/category `.com` comps; validate or adjust the **$200k floor** (it's a provisional placeholder — don't anchor a call to it un-checked). See `FORSALE-SALE-PACKET.md` §1.
+- [ ] **Confirm registrar + clean ownership** — log into your registrar / run WHOIS: which account holds sublease.com, current on renewal, no lock/dispute/lien. (I'm policy-blocked from WHOIS; this one's yours.)
+- [ ] **Decide the legal seller** — the exact name (you as an individual vs. a RENTV entity) that will sign; it MUST match the WHOIS registrant, the NDA, and the purchase agreement. See `FORSALE-NDA-AND-TEASER.md` §2 note.
+- [ ] **Footer ready** — the required physical-address + opt-out block (`FORSALE-OUTREACH.md`) is on your clipboard to paste under every send.
+- [ ] *(Only if also pitching the Sublease-Desk sponsorship)* set the real rate-card numbers first — see `FORSALE-SALE-PACKET.md` §2.
+
+## SEND ORDER — Tier 1 first (they set the ceiling), then Tier 2
+> Re-verify each exec is still in-seat on LinkedIn the day you send (titles move). Source the email or send via LinkedIn/warm intro. Append the footer to every send. After each, flip the prospect `target → contacted` on `/forsale`.
+
+### Tier 1 — marketplaces + flex (best fit; $200k is material to them)
+| # | Firm | Named exec (re-verify in-seat) | Subject line | Footer? | Sent (date) | Logged /forsale? |
+|---|---|---|---|---|---|---|
+| 1 | **CoStar / LoopNet** | Francis "Frank" Carchedi — EVP, Corporate Development | `sublease.com — a short list before it's public` | ☐ | ☐ | ☐ |
+| 2 | **CommercialEdge (Yardi)** | Brian Sutherland — VP, Commercial | `sublease.com — as you scale CommercialEdge` | ☐ | ☐ | ☐ |
+| 3 | **Crexi** | Mike DeGiorgio — Founder & CEO | `sublease.com — thought of Crexi first` | ☐ | ☐ | ☐ |
+| 4 | **IWG / Regus** | Andy Cohen — Director, Corporate Development | `sublease.com — flex + sublease` | ☐ | ☐ | ☐ |
+
+### Tier 2 — brokerages (brand/defensive value, longer sale)
+| # | Firm | Named exec (re-verify in-seat) | Subject line | Footer? | Sent (date) | Logged /forsale? |
+|---|---|---|---|---|---|---|
+| 5 | **CBRE** | Michelle Crecca — Head of Americas Advisory Marketing | `sublease.com — CBRE on the short list` | ☐ | ☐ | ☐ |
+| 6 | **JLL** | Amanda Brimmer — CFO Leasing Advisory & Head of Corp Dev | `sublease.com — quiet look for JLL` | ☐ | ☐ | ☐ |
+| 7 | **Cushman & Wakefield** ⭐WARM | *your own C&W alumni contact* (not the brand inbox) | `sublease.com — reaching back to my C&W roots` | ☐ | ☐ | ☐ |
+| 8 | **Colliers** | Elias Mulamoottil — Global Chief Investment Officer | `sublease.com — before it's on the open market` | ☐ | ☐ | ☐ |
+
+## AS INTEREST FORMS
+- [ ] Someone asks for more → send the **§1 teaser** (aggregate, no NDA needed) from `FORSALE-NDA-AND-TEASER.md`.
+- [ ] They want real numbers → **NDA signed first** (counsel-reviewed), then share demand context **in aggregate only** — never the list/PII.
+- [ ] Run the shortlist against any offer before accepting (no single lowball); hold the validated floor.
+- [ ] **Day-90 gate 2026-10-28:** no traction/bids → fall back to a bare-name floor listing (packet §3 copy).
+
+*All names sourced from `FORSALE-OUTREACH-CONTACTS.md` (public web/LinkedIn, 2026-08-10) — re-verify before use. This worksheet is prep; every send + the sale remain Steve-gated.*

← 1ef97467 auto-data-snapshot: 2026-08-15T07:41:54 (7 data files) — dat · back to Rentv · auto-data-snapshot: 2026-08-15T08:12:28 (7 data files) — dat 9ba22578 →