Pelton Grange Care - Onboarding Plan
Documentfinal Pelton Grange Care · onboarding_plan · final · 2025-09-16
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
Current to 14 Oct 26Final 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
Current to 9 Oct 26- Date end9 Sep 2026Source: object_read:doc_172_008
- Date signed10 Sep 2025Source: object_read:doc_172_008
- Date start10 Sep 2025Source: object_read:doc_172_008
- Price£41,800Source: object_read:doc_172_008
- Availability99.5% availabilitySource: object_read:doc_172_008
- P1 responseP1 response within 1 business hourP1 response within 1 business hour · Source: object_read:doc_172_008
- BillingQuarterly in advance, 30 days to payQuarterly in advance, 30 days to pay · Source: object_read:doc_172_008
- Annual fee£41,800Source: object_read:doc_172_008
- Contract term10 Sep 2025 to 9 Sep 2026Source: object_read:doc_172_008
- UsersUp to 40Source: object_read:doc_172_008
- ConnectorsUp to 8 (CRM, email, finance system and five others)Up to 8 (CRM, email, finance system and five others) · Source: object_read:doc_172_008
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 BB-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
Current to 9 Oct 26- Annual fee of £41,800 differs from Growth v1 list price
- Quarterly billing in advance