Moycullen Recruitment - Onboarding Plan
Documentfinal Moycullen Recruitment · onboarding plan · final · 28 Jun 2026
Version 1 onboarding plan for Moycullen Recruitment's Starter tier (15 users), prepared by Ollie Pearson. Four-week implementation in three phases, with Starter support of a 4-hour P1 response time and a six-monthly check-in.
What it says
What this says
As at Fri 9 Oct 2026Version 1 onboarding plan for Moycullen Recruitment's Starter tier (15 users), prepared by Ollie Pearson. Four-week implementation in three phases, with Starter support of a 4-hour P1 response time and a six-monthly check-in.
What it is: a customer-facing onboarding plan for the Starter tier, covering the service period 26 June 2026 to 25 June 2027. It sets out three phases: discovery in Week 1, connector configuration in Weeks 2 to 3, and testing and training in Week 4.
Commits: Go-Live is targeted "Four weeks from implementation start". Support from go-live is "email support, 4-hour P1 response time and a six-monthly check-in".
Unusual: nothing off the standard Starter terms. The plan names no connector count, no connector delivery dates and no fees.
Not settled: the document does not state a kick-off date, so the go-live date cannot be worked out from it. It does not list the data sources by system name, names no customer contacts, and is not signed. Stored status is final, but the text shows no sign-off.
As found in this document
As at Fri 9 Oct 2026- Date end25 Jun 2027Source: the AI read of this record
- Date start26 Jun 2026Source: the AI read of this record
- Go-live targetFour weeks from implementation startSource: the AI read of this record
- P1 response time4-hour P1 response timeSource: the AI read of this record
- Supportemail support, 4-hour P1 response time and a six-monthly check-inSource: the AI read of this record
- Service period26 June 2026 to 25 June 2027Source: the AI read of this record
Body
Moycullen Recruitment, Onboarding Plan
Version: 1
Prepared by: Ollie Pearson, Implementation Consultant
Service Period: 26 June 2026 to 25 June 2027
Tier: Starter (15 users)
Overview
This plan outlines the four-week implementation of B-Glass for Moycullen Recruitment. The system will integrate your CRM, email, phone records and finance data into a single queryable layer, enabling your team to connect client accounts, roles and invoices.
Phase 1: Discovery and Setup
Duration: Week 1
Owner: Ollie Pearson
- Kick-off call to confirm data sources and access credentials
- Review of your CRM, communication tools and finance system
- Planning of connector configuration
Deliverables: Setup checklist, connector roadmap
Phase 2: Connector Configuration
Duration: Weeks 2–3
Owner: Ollie Pearson
- Configure connectors for each data source
- Test data flow and index completeness
- Validate field mapping and data quality
Deliverables: Live connectors, data sample review
Phase 3: Testing and Training
Duration: Week 4
Owner: Ollie Pearson
Read the whole document (1,621 characters)
- User acceptance testing with your team
- Walkthrough of search, pages and chat
- Initial team training
Deliverables: Sign-off from your team, training notes
Go-Live
Target: Four weeks from implementation start
The brain will be live for your team to begin querying connected data.
Support
From go-live, you have access to standard Starter support: email support, 4-hour P1 response time and a six-monthly check-in.
Your account manager is Amara Obi.