Clayhithe Logistics - Onboarding Plan
Documentfinal Clayhithe Logistics · onboarding plan · final · 1 Nov 2025
Final onboarding plan taking Clayhithe Logistics from signed order form to a live Starter workspace for 15 licensed users. It states an annual recurring value of £20k and a term from 24 Oct 2025 to 23 Oct 2026. Go-live is four weeks from kick-off.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan taking Clayhithe Logistics from signed order form to a live Starter workspace for 15 licensed users. It states an annual recurring value of £20k and a term from 24 Oct 2025 to 23 Oct 2026. Go-live is four weeks from kick-off.
What it is: a BG-Demo plan, led by Laura Penhaligon, covering kick-off, connecting sources, building the workspace and go-live with handover. It says "Status: Final. Issued 1 Nov 2025."
Commits: go-live "four weeks from kick-off" and handover to customer success at go-live. The plan also agrees a six-monthly check-in. Kick-off is due the week after issue.
Unusual: the term end of 23 Oct 2026 is close to the as-of date, so the renewal sits near. The plan gives no renewal notice or price terms.
Not settled: "The named users for the 15 licences are still to be confirmed by the customer." The document does not show whether kick-off, go-live or handover happened. It is a plan, not an executed order form, so contracted terms must be checked there.
As found in this document
As at Fri 9 Oct 2026- Date end23 Oct 2026Source: the AI read of this record
- Date start24 Oct 2025Source: the AI read of this record
- Price£19,500Source: the AI read of this record
- Go-livefour weeks from kick-offSource: the AI read of this record
- Kick-offthe week after this plan is issuedSource: the AI read of this record
- Handover to customer successat go-liveSource: the AI read of this record
- Check-inAgree the six-monthly check-in.Source: the AI read of this record
The document
Body
Clayhithe Logistics Onboarding Plan
Status: Final. Issued 1 Nov 2025.
Purpose
This plan takes Clayhithe Logistics from signed order form to a live B-Viz workspace on the Starter tier. It covers 15 licensed users and an annual recurring value of £20k, from the term start on 24 Oct 2025 to the term end on 23 Oct 2026.
Owners
- Implementation lead: Laura Penhaligon, Implementation Consultant
- Account executive: Tom Ashdown
- Customer success manager: Esther Quaye
- Customer contacts: the operations and IT leads named by Clayhithe Logistics
Phases
Kick-off
Confirm the systems to connect, the people who will use B-Viz and the first questions the team wants answered. Agree who at Clayhithe Logistics owns each source system.
Connecting sources
Connect the CRM, the call recorder, the helpdesk and the accounting system. Check that each connector loads records and that records refresh overnight.
Building the workspace
Set up pages, chat and search for the team, and agree the first set of questions with the people who will ask them.
Go-live and handover
Read the whole document (1,599 characters)
Confirm that the workspace is in daily use, then hand over to customer success. Agree the six-monthly check-in.
Milestones
- Kick-off: the week after this plan is issued
- Connectors loading: before the build phase closes
- Go-live: four weeks from kick-off
- Handover to customer success: at go-live
Open points
- The named users for the 15 licences are still to be confirmed by the customer.
- Any source system that changes during the build will be checked again before go-live.
Unusual terms
As at Fri 9 Oct 2026- Term ends 23 Oct 2026, close to the as-of date