Why this matters
Transition success is rarely about one big moment. It’s the accumulation of dozens of small, high-stakes decisions made under time pressure. This playbook is designed to reduce uncertainty, protect client continuity, and help you move from “considering” to “executing” with confidence.
Why teams stumble
Teams often assume “more people means easier.” In reality, coordination overhead rises and misalignment becomes visible to clients.
A simple team plan
Use a shared run-of-show, shared scripts, and a client coverage map.
- Client assignment matrix
- Shared FAQ + scripts
- Single tracker
- Daily standup
- Coverage calendar
Client experience
Clients should feel continuity, not chaos.
- Introduce roles
- Schedule proactive check-ins
- Confirm next steps
- Provide one support channel
