Garrow Lusk - Onboarding Plan
Documentfinal Garrow Lusk · onboarding plan · final · 24 Jun 2023
Four-week onboarding plan for Garrow Lusk on the Starter tier, led by Callie Brennan from Thu 22 Jun 2023. It covers up to four data sources and 15 licensed users. It states no price, availability or response-time terms.
What it says
What this says
As at Fri 9 Oct 2026Four-week onboarding plan for Garrow Lusk on the Starter tier, led by Callie Brennan from Thu 22 Jun 2023. It covers up to four data sources and 15 licensed users. It states no price, availability or response-time terms.
What it is: a BG-Demo onboarding plan with four weekly phases, each owned by Callie Brennan. It runs from discovery and setup to go-live, with handover to ongoing support in week four.
Commits: the plan says it will "connect up to four data sources" and configure "15 licensed users". It names a four-week duration and a start of Thursday 22 June 2023.
Unusual: nothing off the standard Starter terms. It sets no connector go-live day count, service levels or fees.
Not settled: the plan is a delivery schedule, not a contract. It names no customer contact, no go-live date and no success metrics, which are only to be established in week four. It is dated 2023, so it says nothing about the account's current state or renewal.
As found in this document
As at Fri 9 Oct 2026- Date start22 Jun 2023Source: the AI read of this record
- Durationfour weeksSource: the AI read of this record
- Data sourcesup to four data sourcesSource: the AI read of this record
- Licensed users15 licensed usersSource: the AI read of this record
Body
Garrow Lusk - Onboarding Plan
Implementation Consultant: Callie Brennan Start date: Thursday 22 June 2023 Duration: four weeks
Overview
This plan outlines the four-week onboarding to bring Garrow Lusk live on B-Glass (Starter tier). We will connect up to four data sources, map your key fields, and establish your initial refresh cycle.
Phase 1: Discovery and Setup (Week 1)
- Kick-off call with your team to confirm data sources and access requirements
- Source credentials collected and validated
- Snowflake account preparation
- Initial field mapping documented
Owner: Callie Brennan
Phase 2: Connector Configuration (Week 2)
- CRM connector set up and tested
- Supporting data sources connected (up to three additional)
- Data validation checks
- First test refresh run
Owner: Callie Brennan
Phase 3: Refinement (Week 3)
- Address any data quality findings from test refresh
- User access and permissions configured for 15 licensed users
- Admin training session on core operations
- Dashboard and page templates configured
Owner: Callie Brennan
Phase 4: Go-live (Week 4)
Read the whole document (1,361 characters)
- Production refresh initiated
- User enablement and launch support
- Handover to ongoing support team
- Success metrics established
Owner: Callie Brennan
Document status: Final Last updated: 24 June 2023