Linthorpe Trade Supplies - Onboarding Plan
Documentfinal Linthorpe Trade Supplies · onboarding plan · final · 20 Aug 2024
Final four-week onboarding plan for Linthorpe Trade Supplies on the Starter tier with 15 licensed users, prepared by Callie Brennan on 20 Aug 2024. It sets phases and deliverables but states no price, service levels or connector dates.
What it says
What this says
As at Fri 9 Oct 2026Final four-week onboarding plan for Linthorpe Trade Supplies on the Starter tier with 15 licensed users, prepared by Callie Brennan on 20 Aug 2024. It sets phases and deliverables but states no price, service levels or connector dates.
What it is: an implementation plan from Callie Brennan, Implementation Consultant, in four phases over four weeks: discovery and kickoff, connector setup, data mapping and testing, go-live and handover.
Commits: BG-Demo to a connector configuration plan, connection test results, admin setup documentation and a 30-day check-in call. The customer is asked for credentials, two admins, an executive sponsor and a user list.
Unusual: nothing off standard terms. The plan names a subscription period of 19 August 2024-18 August 2025, which has ended as of today, so it is a historic record of onboarding, not a current term.
Not settled: price, availability, P1 response, refresh deadline and connector go-live days are not stated. The document names no customer signatory, and it is not an order form.
As found in this document
As at Fri 9 Oct 2026- Date end18 Aug 2025Source: the AI read of this record
- Date start19 Aug 2024Source: the AI read of this record
- Implementation windowFour weeksSource: the AI read of this record
- TierStarter (15 licensed users)Source: the AI read of this record
- Subscription period19 August 2024-18 August 2025Source: the AI read of this record
- Go-live follow-up30-day check-in call scheduledSource: the AI read of this record
Body
Linthorpe Trade Supplies, Onboarding Plan
Prepared by: Callie Brennan, Implementation Consultant Date: 20 August 2024 Status: Final
Overview
This plan outlines the implementation of B-Viz for Linthorpe Trade Supplies. Your team will gain a unified data layer covering sales accounts, delivery records, and support queries in one place.
Subscription period: 19 August 2024-18 August 2025 Tier: Starter (15 licensed users) Implementation window: Four weeks
Phase 1: Discovery & Kickoff
Week 1
What I need from your side:
- Credentials and access for all source systems (CRM, email, support helpdesk)
- Names and contact details for two admins and an executive sponsor
- Current user list with team assignments
Deliverable: Connector configuration plan and system architecture diagram.
Phase 2: Connector Setup
Weeks 2–3
I will configure and test:
- Your CRM integration
- Email system integration
- Support ticket system
- Finance and order system
Before we switch on the refresh, I need written confirmation from your admin that all credentials are correct.
Deliverable: Connection test results.
Phase 3: Data Mapping & Testing
Read the whole document (1,825 characters)
Week 3–4
- Field mapping review and validation
- First data refresh test
- Account, contact and activity record verification
- User training session
Deliverable: Go-live sign-off from your admin and training attendance record.
Phase 4: Go-Live & Handover
Week 4
- System goes live
- Admin setup note provided (user management, refresh monitoring, basic troubleshooting)
- 30-day check-in call scheduled
Deliverable: Admin setup documentation and first refresh confirmation.
Contacts
- Implementation Consultant: Callie Brennan
- Account Owner: Tom Ashdown
- Customer Success Manager: Marcus Bell