Corriemoor Foods - Onboarding Plan
Documentfinal Corriemoor Foods · onboarding plan · final · 5 Aug 2023
A four-week onboarding plan for a Starter customer (15 users), owned throughout by Callie Brennan. It states a contract term of 1 Aug 2023 to 31 Jul 2024 and £18k as Annual Recurring Revenue. It sets no service levels.
What it says
What this says
As at Fri 9 Oct 2026A four-week onboarding plan for a Starter customer (15 users), owned throughout by Callie Brennan. It states a contract term of 1 Aug 2023 to 31 Jul 2024 and £18k as Annual Recurring Revenue. It sets no service levels.
What it is: a BG-Demo plan in the customer's onboarding folder, version 1, stored as final. It covers kickoff in week one, connector setup in weeks two to three, and go-live and handover in week four, all owned by Callie Brennan.
Commits: it is a plan, not a contract. Its success criteria are "All connectors configured and refreshing" and "All 15 users able to log in and query the brain". It names no customer signatory.
Unusual: the header states "Annual Recurring Revenue: £18k", which is not a v1 list price from the price book and is not an order form figure. It is a document claim to check against the executed order form and invoices, not a contracted price.
Not settled: it names no connectors, go-live dates, availability, response times or refresh deadlines. The contract term it quotes ended on 31 Jul 2024, and the document does not show what happened afterwards.
As found in this document
As at Fri 9 Oct 2026- Date end31 Jul 2024Source: the AI read of this record
- Date start1 Aug 2023Source: the AI read of this record
- Onboarding durationover four weeksSource: the AI read of this record
- Users invited at go-liveInvite 15 users and confirm loginSource: the AI read of this record
- Success criteriaAll connectors configured and refreshingSource: the AI read of this record
The document
Body
Corriemoor Foods - Onboarding Plan
Contract: 1 August 2023 to 31 July 2024 Tier: Starter (15 users) Annual Recurring Revenue: £18k
Overview
This onboarding plan sets out the steps to connect Corriemoor Foods' core systems to B-Viz over four weeks. Success means your account managers can query tenant contact, order and delivery data in a single view.
Phase 1: Kickoff (Week 1)
Owner: Callie Brennan (Implementation)
- Initial meeting to confirm connectors and data scope
- Review connector access requirements
- Map key fields from your systems
- Schedule weekly check-ins
Phase 2: Connector Setup (Weeks 2–3)
Owner: Callie Brennan (Implementation)
- Configure connectors for your CRM and order system
- Test field mapping and first data refresh
- Validate data accuracy before go-live
- Prepare setup documentation for your admin
Phase 3: Go-Live and Handover (Week 4)
Owner: Callie Brennan (Implementation)
- Enable live refresh
- Invite 15 users and confirm login
- Run first queries with your team
- Hand over setup notes and admin guide
Success Criteria
Read the whole document (1,298 characters)
- All connectors configured and refreshing
- All 15 users able to log in and query the brain
- Your admin able to manage users and connectors independently
Unusual terms
As at Fri 9 Oct 2026- States Annual Recurring Revenue of £17,550
- Names no connectors or go-live dates