Larkspire Software - Onboarding Plan
Documentfinal Larkspire Software · onboarding plan · final · 11 Jan 2026
Onboarding plan dated 11 Jan 2026 for Larkspire Software on the Starter tier with 15 licensed users and a fee of £22k. Go-live is set for the end of week four from kick-off on 7 Jan 2026. It states no availability or P1 response figures.
What it says
What this says
As at Fri 9 Oct 2026Onboarding plan dated 11 Jan 2026 for Larkspire Software on the Starter tier with 15 licensed users and a fee of £22k. Go-live is set for the end of week four from kick-off on 7 Jan 2026. It states no availability or P1 response figures.
What it is: an onboarding plan owned by Hamza Akhtar, Implementation Consultant, with Sophie Ling as account executive and Elena Novak as Customer Success Manager. It states "The term runs from 7 Jan 2026 to 6 Jan 2027."
Commits: Hamza owns kick-off, connectors and training across weeks one to four, and Elena owns handover at the end of week four. Scope is "Up to four connectors, checked against the customer's systems before go-live."
Unusual: the plan describes the £22k fee as an annual recurring fee. It matches the v2 Starter list in the company brief, which suits a term starting after 1 Dec 2025, but the plan is not an order form and does not state any discount.
Not settled: the plan names no availability level, P1 response time, service credits, connector delivery dates or payment terms, and no customer contacts or signatory. The executed order form decides price and terms. The first six-monthly check-in has no date.
As found in this document
As at Fri 9 Oct 2026- Date end6 Jan 2027Source: the AI read of this record
- Date start7 Jan 2026Source: the AI read of this record
- Price£22,000Source: the AI read of this record
- Licensed users15 licensed usersSource: the AI read of this record
- ConnectorsUp to four connectors, checked against the customer's systems before go-live.Source: the AI read of this record
- Go-liveend of the fourth week from kick-offSource: the AI read of this record
- Data refreshwith the data refreshed every nightSource: the AI read of this record
- Annual recurring fee£22,000Source: the AI read of this record
- Term7 Jan 2026 to 6 Jan 2027Source: the AI read of this record
Body
Onboarding Plan
Customer: Larkspire Software, Brighton
Document date: Sunday 11 January 2026
Owner: Hamza Akhtar, Implementation Consultant
Account executive: Sophie Ling
Customer success: Elena Novak, Customer Success Manager
1. Summary
Larkspire Software is on the Starter tier with 15 licensed users and an annual recurring fee of £22k. The term runs from 7 Jan 2026 to 6 Jan 2027. The aim of onboarding is that the customer's support team can read tickets against usage in B-Viz, with the data refreshed every night.
2. Scope
- Starter tier: pages, chat and search, within the Starter user and connector allowances.
- 15 licensed users, as set out above.
- Up to four connectors, checked against the customer's systems before go-live.
3. Phases
Read the whole document (1,575 characters)
| Phase | Timing | Owner | Outcome |
|---|---|---|---|
| Kick-off and access | Week one, from 7 Jan 2026 | Hamza Akhtar | Named customer contacts and system access confirmed |
| Connectors | Weeks two and three | Hamza Akhtar | Connectors live and records indexing |
| Users and training | Week four | Hamza Akhtar | Licensed users invited and trained |
| Handover | End of week four | Elena Novak | Support team working from B-Viz |
4. Milestones
- Plan agreed: 11 Jan 2026.
- Go-live: end of the fourth week from kick-off.
- First six-monthly check-in: after go-live, arranged by customer success.
5. Risks and dependencies
- The customer's team needs to confirm system access in week one.
- A change to a connected system during the build may need a fresh connector check.