Commondale Care - Onboarding Plan
Documentfinal Commondale Care · onboarding plan · final · 4 Mar 2024
Final onboarding plan issued 4 Mar 2024 for a Growth tier customer starting 1 Mar 2024, with 40 licensed users and an initial term to 28 Feb 2025. It sets four phases and states £42k as annual recurring revenue. It states no service levels.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan issued 4 Mar 2024 for a Growth tier customer starting 1 Mar 2024, with 40 licensed users and an initial term to 28 Feb 2025. It sets four phases and states £42k as annual recurring revenue. It states no service levels.
What it is: an onboarding plan prepared by Callie Brennan, Implementation Consultant, in four phases: access and kickoff, connect and map sources, first refresh, and handover and adoption. It names Tom Ashdown as account owner and Marcus Bell as customer success manager.
Commits: the plan does not bind either side to a contract term. It sets process steps: "Connector credentials received in writing before the kickoff" and "Before we switch on the refresh, confirm every connector is loading records".
Unusual: the account table gives "Annual recurring revenue" of £42k, which is below the Growth v1 list of £44k. The plan does not say whether a discount applies, and it is not an order form.
Not settled: the plan names no customer contacts, signatories, availability, support response times or connector delivery dates. The review point at the end of the initial term, 28 Feb 2025, is a review, not a stated renewal. It is dated 2024, so it says nothing about the current owner or term.
As found in this document
As at Fri 9 Oct 2026- Date end28 Feb 2025Source: the AI read of this record
- Date start1 Mar 2024Source: the AI read of this record
The document
Body
Commondale Care - Onboarding Plan
Final. Issued 4 Mar 2024. Customer start date: 1 Mar 2024.
Prepared by Callie Brennan, Implementation Consultant.
Account summary
| Item | Detail |
|---|---|
| Tier | Growth |
| Licensed users | 40 |
| Annual recurring revenue | £42k |
| Initial term | 1 Mar 2024 to 28 Feb 2025 |
| Account owner | Tom Ashdown |
| Customer success manager | Marcus Bell |
| Implementation lead | Callie Brennan |
Phases
Phase one: access and kickoff
Owner: Callie Brennan
- Connector credentials received in writing before the kickoff
- Named customer admin confirmed
- Milestone: start date, 1 Mar 2024
Phase two: connect and map sources
Owner: Callie Brennan
- Connect each source once written access is in place
- Map fields and check each mapping against the customer's own records before it is used
Phase three: first refresh
Owner: Callie Brennan
- Before we switch on the refresh, confirm every connector is loading records
- Agree the first results with the customer's admin
Phase four: handover and adoption
Owner: Marcus Bell
Read the whole document (1,380 characters)
- Customer admin able to run connectors and refreshes alone
- Review point at the end of the initial term: 28 Feb 2025
What I need from your side
Connector credentials in writing, and the name of the admin who will run B-Viz day to day, both before kickoff.
Thanks, Callie
Unusual terms
As at Fri 9 Oct 2026- Stated annual recurring revenue of £41,800, below Growth v1 list