Pelton Grange Care - Onboarding Plan
Documentfinal Pelton Grange Care · onboarding plan · final · 16 Sep 2025
Final onboarding plan for the Growth tier, signed 10 Sep 2025, covering eight weeks of implementation. It states 99.5% availability, P1 response within 1 business hour and an annual fee of £42k, billed quarterly in advance.
What it says
What this says
As at Fri 9 Oct 2026Final onboarding plan for the Growth tier, signed 10 Sep 2025, covering eight weeks of implementation. It states 99.5% availability, P1 response within 1 business hour and an annual fee of £42k, billed quarterly in advance.
What it is: an implementation plan, not an order form. It sets out three phases over eight weeks: credentials and connectivity, field mapping, then production and training.
Commits: "99.5% availability; P1 response within 1 business hour", "Quarterly in advance, 30 days to pay", and a term of "10 Sep 2025 to 9 Sep 2026". Scope is up to 40 users and up to 8 connectors.
Unusual: the annual fee of £42k is below the Growth v1 list price of £44k, but the plan does not say whether this is a discount or a negotiated price.
Not settled: the plan states no renewal clause, notice period or connector go-live dates. The contract term ended on 9 Sep 2026, before the as-of date, and the plan does not show what followed. The executed order form is the authority on terms.
As found in this document
As at Fri 9 Oct 2026- Date end9 Sep 2026Source: the AI read of this record
- Date signed10 Sep 2025Source: the AI read of this record
- Date start10 Sep 2025Source: the AI read of this record
- Price£41,800Source: the AI read of this record
- Availability99.5% availabilitySource: the AI read of this record
- P1 responseP1 response within 1 business hourSource: the AI read of this record
- BillingQuarterly in advance, 30 days to paySource: the AI read of this record
- Annual fee£41,800Source: the AI read of this record
- Contract term10 Sep 2025 to 9 Sep 2026Source: the AI read of this record
- UsersUp to 40Source: the AI read of this record
- ConnectorsUp to 8 (CRM, email, finance system and five others)Source: the AI read of this record
The document
Body
Pelton Grange Care - Onboarding Plan
Version: 1
Status: Final
Overview
Pelton Grange Care signed on 10 Sep 2025 for the Growth tier. This plan covers eight weeks of implementation to connect CRM, email and finance systems and deliver a live brain to 40 users.
Phases
Week 1 (10 Sep 2025): Credentials and connectivity
We'll gather admin access to your CRM, email system and finance platform. Check that your network firewall allows the BG-Demo connector to reach your databases.
Weeks 2 to 3 (mid-September 2025): Field mapping
We'll map your data schema to the brain's structure. Once the mapping looks clean, we'll run a test refresh and validate the record counts match your source systems.
Weeks 4 to 8 (late September 2025 onwards): Production and training
Your production refresh will run nightly. We'll train your admins to add users, manage connectors and run refreshes from your side. Support shifts to Daniel Okafor.
Scope
Read the whole document (1,381 characters)
- Users: Up to 40
- Connectors: Up to 8 (CRM, email, finance system and five others)
- Service level: 99.5% availability; P1 response within 1 business hour
- Billing: Quarterly in advance, 30 days to pay
- Annual fee: £42k
- Contract term: 10 Sep 2025 to 9 Sep 2026
Contacts
- Implementation: Laura Penhaligon
- Customer Success: Daniel Okafor
Unusual terms
As at Fri 9 Oct 2026- Annual fee of £41,800 differs from Growth v1 list price
- Quarterly billing in advance