Kettlewell Lettings - Onboarding Plan
Documentfinal Kettlewell Lettings · onboarding plan · final · 31 Mar 2024
Final version 1 onboarding plan for the Starter tier: 15 licensed users, up to 4 connectors, £20k stated as annual recurring revenue. Onboarding starts 27 Mar 2024 and the contract ends 26 Mar 2025. It is a plan, not a contract.
What it says
What this says
As at Fri 9 Oct 2026Final version 1 onboarding plan for the Starter tier: 15 licensed users, up to 4 connectors, £20k stated as annual recurring revenue. Onboarding starts 27 Mar 2024 and the contract ends 26 Mar 2025. It is a plan, not a contract.
What it is: an internal-style plan filed in the customer's Onboarding folder, authored by Callie Brennan. It sets owners, phases and milestones, with the first refresh checked by 31 Mar 2024.
Commits: the plan states "Written access to each connector confirmed before the first refresh is switched on" and a renewal conversation "ahead of 26 Mar 2025, with the ninety-day renewal notice". Daniel Okafor owns handover and renewal planning.
Unusual: the £20k is labelled annual recurring revenue in the plan's own words. It is the figure this document states, not a checked contract price. It equals the v1 Starter list figure in the company brief, but the plan does not say so.
Not settled: the plan names no customer signatory, no connector delivery dates and no service levels. It does not say whether the contract renewed after 26 Mar 2025, and the executed order form is not here to confirm the price or term.
As found in this document
As at Fri 9 Oct 2026- Date end26 Mar 2025Source: the AI read of this record
- Date renewal26 Mar 2025Source: the AI read of this record
- Date start27 Mar 2024Source: the AI read of this record
- Price£19,500Source: the AI read of this record
- Onboarding startOnboarding starts on 27 Mar 2024Source: the AI read of this record
- First refresh checkFirst refresh checked by 31 Mar 2024Source: the AI read of this record
- Connector accessWritten access to each connector confirmed before the first refresh is switched onSource: the AI read of this record
- Renewal noticeRenewal conversation held ahead of 26 Mar 2025, with the ninety-day renewal noticeSource: the AI read of this record
Body
Kettlewell Lettings - Onboarding Plan
Status: Final. Version 1.
Summary
Kettlewell Lettings is onboarding to the Starter tier, with 15 licensed users and up to 4 connectors. Annual recurring revenue is £20k. Onboarding starts on 27 Mar 2024, and the current contract ends on 26 Mar 2025.
Owners
| Role | Name |
|---|---|
| Account executive | Priya Raman |
| Implementation consultant | Callie Brennan |
| Customer success manager | Daniel Okafor |
Phases and milestones
| Phase | Owner | Milestone |
|---|---|---|
| Kickoff | Callie Brennan | Onboarding starts on 27 Mar 2024 |
| Connector access | Callie Brennan | Written access to each connector confirmed before the first refresh is switched on |
| Field mapping | Callie Brennan | Mapping for the lettings team reviewed with the customer's admin |
| First refresh and check | Callie Brennan | First refresh checked by 31 Mar 2024 |
| Handover | Daniel Okafor | Customer's admin able to run the service alone, with a setup note handed over |
| Renewal planning | Daniel Okafor | Renewal conversation held ahead of 26 Mar 2025, with the ninety-day renewal notice |
Notes
Read the whole document (1,364 characters)
- The first refresh depends on connector credentials arriving before kickoff.
- Additional connectors beyond the Starter limit are sold as an add-on, so any growth in sources is raised with the account team early.