Yealmpton Accountants - Onboarding Plan
Documentfinal Yealmpton Accountants · onboarding plan · final · 23 Sep 2024
Final v1 onboarding plan for Yealmpton Accountants on the Starter tier, with 15 licensed users, running 23 Sep 2024 to 22 Sep 2025. It states £20k as annual recurring revenue. It states no availability or P1 response figure.
What it says
What this says
As at Fri 9 Oct 2026Final v1 onboarding plan for Yealmpton Accountants on the Starter tier, with 15 licensed users, running 23 Sep 2024 to 22 Sep 2025. It states £20k as annual recurring revenue. It states no availability or P1 response figure.
What it is: a BG-Demo plan for taking B-Viz live, owned by Callie Brennan for setup and Daniel Okafor for adoption and renewal. It names Priya Raman as the commercial contact.
Commits: "Written access to each source is confirmed before kickoff, so no connector is started without it." Renewal notice is due ninety days before the end date of 22 Sep 2025.
Unusual: the plan describes £20k as "annual recurring revenue". That is the document's own wording for this plan, not a checked contract price, and it is not shown to be current.
Not settled: two open items remain, source credentials in writing and the customer's admin contact. The plan sets no connector go-live dates, service levels or payment terms, and it is not an order form. It is dated 2024, so whether the renewal happened is not shown here.
As found in this document
As at Fri 9 Oct 2026- Date end22 Sep 2025Source: the AI read of this record
- Date renewal22 Sep 2025Source: the AI read of this record
- Date start23 Sep 2024Source: the AI read of this record
- Price£19,500Source: the AI read of this record
- Source accessWritten access to each source is confirmed before kickoff, so no connector is started without it.Source: the AI read of this record
- Renewal noticeThe renewal notice is due ninety days before the end date of 22 Sep 2025Source: the AI read of this record
- Licensed users15 licensed usersSource: the AI read of this record
The document
Body
Yealmpton Accountants - Onboarding Plan
Status: Final. Version one.
Purpose
This plan sets out how B-Viz goes live for Yealmpton Accountants on the Starter tier, with 15 licensed users and an annual recurring revenue of £20k. The engagement runs from 23 Sep 2024 to 22 Sep 2025.
Team
- Implementation: Callie Brennan, Implementation Consultant
- Customer success: Daniel Okafor, Customer Success Manager
- Commercial: Priya Raman, Account Executive
Phases and milestones
Kickoff
Owner: Callie Brennan. The project starts on 23 Sep 2024. Written access to each source is confirmed before kickoff, so no connector is started without it.
Connecting sources
Owner: Callie Brennan. Each source agreed in the order form is connected, and the connector status is checked against the expected records.
Mapping and first refresh
Owner: Callie Brennan. Field mapping is reviewed with the customer's admin before the first refresh. The first refresh is checked for completeness before users are invited.
Handover and adoption
Read the whole document (1,528 characters)
Owner: Daniel Okafor. A setup note is handed to the customer's admin, who should be able to run routine tasks alone. Usage is reviewed with the client managers in the first weeks of live use.
Renewal
Owner: Daniel Okafor. The renewal notice is due ninety days before the end date of 22 Sep 2025, and the renewal conversation follows from it.
Open items
- Source credentials are to be agreed in writing.
- The customer's admin contact is to be confirmed.
Unusual terms
As at Fri 9 Oct 2026- Price described as annual recurring revenue