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 5 core roles most breakaways need
Even small teams benefit from clear ownership. One person can hold multiple roles, but the roles must be explicit.
- Quarterback (overall coordination)
- Client Outreach Lead
- Operations Lead (paperwork)
- Compliance Lead
- Vendor/Custody Liaison
RACI quick guide
For each major task, define who is Responsible, Accountable, Consulted, and Informed.
- Client list + segmentation
- Scripts + FAQ
- Paperwork packets
- Tech access + setup
- Post-launch service cadence
