A content program can falter with a stakeholder transition. The new person inherits a platform they don't fully understand, a backlog they didn't build, and a coach they've never met. Most programs stall at this moment. Here's the handoff playbook to maintain momentum during the change.
Pro tip: Treat your UGC Coach as the constant across the transition. They're the one person who knows your program inside and out, and they don't change when the stakeholder does.
Add the New Person as Admin in MarketScale Immediately
The first step, often delayed, is provisioning access. Add the incoming stakeholder as an admin in MarketScale on day one, not when the outgoing person leaves. Two weeks of overlapping access allows the new person to explore, understand the program, and ask questions while the outgoing person is available to answer.
Run a 30-Minute Handoff Call with Both Stakeholders and Your Coach
Schedule a 30-minute call with the outgoing stakeholder, the incoming stakeholder, and your UGC Coach. This time is enough for the outgoing person to share program context (what's working, what's in progress, what's planned) while the coach identifies gaps the new person might not yet recognize. One call can replace a month of catch-up emails.
Treat Your Coach as the Continuity Partner, Not a Vendor
Your UGC Coach knows your program better than the new stakeholder will for the first six weeks. Consider them a partner, not just a service provider. They'll help the new contact adapt to platform habits, integrate into the existing call cadence, and identify risks before they become missed deadlines. Programs that view the coach as a true partner thrive during transitions, while those that attempt to manage internally often stall.
Organize Sales Team Materials for Easy Access
Before the transition, organize Sales Team Materials in MarketScale with branded collections by department. Sales here. Recruiting here. Customer stories here. The new stakeholder shouldn't have to ask, "Where's the latest version of X?" Everything should be one click away. Taking an hour to organize upfront prevents the new person from feeling lost on day one.
Try It This Week
If a transition is coming up (or you suspect one is), open MarketScale and add the incoming stakeholder as admin now. Schedule a 30-minute handoff call with both stakeholders and your coach. Spend an hour organizing Sales Team Materials by department. This preparation turns the next program transition into a non-event instead of a near-miss.
Keep exploring
- UGC coaching: practical guidance to look and sound great.
- UGC coaches: get a person in your corner on camera.
- UGC for B2B: why authentic content wins.
- The creator community: editors, videographers, and coaches.