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.
Minimum viable stack (launch)
You don’t need perfection on day 1. You need reliability.
- CRM
- Secure file storage
- Scheduling
- Phone system
- Client portal approach
Workflow preparation
Build the workflows that protect client experience.
- New account checklist
- Transfer packet checklist
- Client follow-up cadence
- Service request intake
Security basics
Independence increases your responsibility for security.
- MFA everywhere
- Password manager
- Device policy
- Encrypted storage
