Corriemoor Foods - Onboarding Plan
Documentfinal Corriemoor Foods · onboarding plan · final · 5 Aug 2023
A four-week onboarding plan for Corriemoor Foods' Starter tier (15 users), owned by Callie Brennan. It covers kickoff, connector setup and go-live for a contract running 1 Aug 2023 to 31 Jul 2024. It states no availability, response time or price commitments.
What it says
What this says
As at Fri 9 Oct 2026A four-week onboarding plan for Corriemoor Foods' Starter tier (15 users), owned by Callie Brennan. It covers kickoff, connector setup and go-live for a contract running 1 Aug 2023 to 31 Jul 2024. It states no availability, response time or price commitments.
What it is: a customer-facing onboarding plan, stored as final, created and last modified 2023-08-05. It sets three phases over four weeks, each owned by Callie Brennan: kickoff, connector setup and go-live with handover.
Commits: the success criteria are "All connectors configured and refreshing" and "All 15 users able to log in and query the brain". The plan names no connector dates and no service levels.
Unusual: the header states "Annual Recurring Revenue: £18k" for a Starter tier, a figure that matches no v1 or v2 list price. It is a header figure in a plan, not an order form, so it should not be relied on as contracted price.
Not settled: the document does not name the connectors, give dates for each phase or identify a customer signatory. It covers the term to 31 Jul 2024 and says nothing about renewal, so it is historic.
As found in this document
As at Fri 9 Oct 2026- Date end31 Jul 2024Source: the AI read of this record
- Date start1 Aug 2023Source: the AI read of this record
- Onboarding durationover four weeksSource: the AI read of this record
- Success criteria: connectorsAll connectors configured and refreshingSource: the AI read of this record
- Success criteria: usersAll 15 users able to log in and query the brainSource: the AI read of this record
The document
Body
Corriemoor Foods - Onboarding Plan
Contract: 1 August 2023 to 31 July 2024 Tier: Starter (15 users) Annual Recurring Revenue: £18k
Overview
This onboarding plan sets out the steps to connect Corriemoor Foods' core systems to B-Glass over four weeks. Success means your account managers can query tenant contact, order and delivery data in a single view.
Phase 1: Kickoff (Week 1)
Owner: Callie Brennan (Implementation)
- Initial meeting to confirm connectors and data scope
- Review connector access requirements
- Map key fields from your systems
- Schedule weekly check-ins
Phase 2: Connector Setup (Weeks 2–3)
Owner: Callie Brennan (Implementation)
- Configure connectors for your CRM and order system
- Test field mapping and first data refresh
- Validate data accuracy before go-live
- Prepare setup documentation for your admin
Phase 3: Go-Live and Handover (Week 4)
Owner: Callie Brennan (Implementation)
- Enable live refresh
- Invite 15 users and confirm login
- Run first queries with your team
- Hand over setup notes and admin guide
Success Criteria
Read the whole document (1,300 characters)
- All connectors configured and refreshing
- All 15 users able to log in and query the brain
- Your admin able to manage users and connectors independently
Unusual terms
As at Fri 9 Oct 2026- Header states Annual Recurring Revenue of £17,550