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.
The 12 questions
Answer these in writing. If you can’t, assign an owner and deadline.
- Who is counsel and what is our plan?
- What is our custody workflow?
- What is our day-1 tech stack?
- What is our client segmentation and call order?
- What is our run-of-show?
- What is our repapering throughput plan?
- What is our compliance baseline?
- What are our client scripts + FAQ?
- Who owns what (roles)?
- What’s our 30-day service cadence?
- What’s our escalation path?
- How will we track progress daily?
