The 180-day transition plan
A structured plan supported by Relational that anchors client and team conversations during a high-change window.
Days 0–30
Stabilize
- Announcement language & cadence
- First 10 households framework
- Tech setup & vendor handoffs
Days 31–90
Standardize
- Progress meeting structure
- Pipeline reviews & benchmarks
- Team rhythms and role clarity
Days 91–180
Scale
- Migration schedule & outreach
- Referral language & events
- Quarterly review templates
Included with every placement: one year of Relational membership sponsored by Continuum Search Group.
