Move active work without losing the client thread.

Start with the transition that usually gets lost.

Most client-work failures happen between stages, not inside a single task. The practical fix is to define the record, owner, evidence, and next action for every transition.

Use this workflow with one active engagement first. Keep the language simple enough that a new team member and the client can both understand what happens next.

Inventory current Studio Ninja records

Name the owner, source record, required evidence, and next action before this step begins.

Choose a cutover date and migration owner

Do not mark the transition complete until the receiving person can continue without searching another inbox or spreadsheet.

Move active clients and future bookings first

Name the owner, source record, required evidence, and next action before this step begins.

Rebuild only the workflows you still need

Do not mark the transition complete until the receiving person can continue without searching another inbox or spreadsheet.

Reconcile contracts, invoices, and archived history

Name the owner, source record, required evidence, and next action before this step begins.

Final checklist

• One canonical client and project record
• A named owner for every transition
• Evidence attached to the correct version or document
• A visible next action and due date
• Exceptions routed to a human owner
• The old system archived after reconciliation