Management Transition Help
Changing management companies can be stressful if the board is not organized. Talk With CAM helps you create a transition roadmap for your Florida association.
Don't Leave the Transition to Chance
A successful management transition requires more than just picking a new company. It requires a detailed inventory of records, systems, and communication paths to ensure nothing falls through the cracks.
RFP Preparation
We help you define exactly what your community needs so you can request proposals that are comparable and comprehensive.
Records Inventory
We help you identify the critical records, passwords, and data that must be transferred from the outgoing company to the incoming one.
30/60/90 Day Plan
We help the board think through the first three months of the new relationship to ensure a smooth handoff and clear communication.
Start Your Transition Plan
Transition Roadmap Topics
Financial & Banking
Signatory changes, lockbox setup, and accounting software transition steps.
Vendor Continuity
Ensuring landscapers, pool companies, and security are paid and informed during the switch.
Owner Communication
Drafting the "Welcome" and "Goodbye" letters to minimize owner confusion and payment delays.
System Inventory
Identifying gate codes, portal logins, website domains, and email accounts.