Leiekant Accountants - Onboarding Plan
Documentfinal Leiekant Accountants · onboarding_plan · final · 2026-03-14
Three-phase onboarding plan for the company brain at Leiekant Accountants, prepared by Laura Penhaligon and stored as final. It covers 15 client managers and sets go-live "Before renewal (5 Mar 2027)". It states no price, service levels or connector dates.
What it says
What this says
Current to 14 Oct 26Three-phase onboarding plan for the company brain at Leiekant Accountants, prepared by Laura Penhaligon and stored as final. It covers 15 client managers and sets go-live "Before renewal (5 Mar 2027)". It states no price, service levels or connector dates.
What it is: an implementation plan in three phases (Readiness, Configuration and Testing, Go-Live), all owned by Laura Penhaligon of BB-Demo. It names Amara Obi as customer success manager.
Commits: user training for "all 15 managers", a go-live sign-off and a six-monthly check-in. Phase 1 runs 6 Mar 2026 to 14 Mar 2026; Phase 2 starts 14 Mar 2026 with no end date.
Unusual: go-live is tied to the renewal date, "Before renewal (5 Mar 2027)", rather than to a fixed number of weeks, so the implementation window is open-ended.
Not settled: it does not state a price, tier, availability, response times, connector delivery dates or who signs for the customer. It is not a contract, and the evidence does not show whether the phases were completed.
As found in this document
Current to 9 Oct 26- Date end5 Mar 2027Source: object_read:doc_180_007
- Date renewal5 Mar 2027Source: object_read:doc_180_007
- Date start6 Mar 2026Source: object_read:doc_180_007
- User trainingUser training for all 15 managersUser training for all 15 managers · Source: object_read:doc_180_007
- Go-live timingBefore renewal (5 Mar 2027)Source: object_read:doc_180_007
- Check-insix-monthly check-in and at contract renewalsix-monthly check-in and at contract renewal · Source: object_read:doc_180_007
The document
Body
Leiekant Accountants - Onboarding Plan
Overview
This plan covers the implementation of the company brain at Leiekant Accountants. We will connect your core business systems, set up user access for your 15 client managers, and deliver the first set of pages to support your workflow.
Phase 1: Readiness
Timeline: 6 Mar 2026 to 14 Mar 2026 Owner: Laura Penhaligon (BB-Demo)
Activities
- Kickoff and readiness call
- Data source discovery (CRM, email, other systems)
- Access and credentials review
- Admin setup
Deliverables
- Readiness sign-off
- Pre-built pages for common queries
Phase 2: Configuration and Testing
Timeline: 14 Mar 2026 onwards Owner: Laura Penhaligon (BB-Demo)
Activities
- CRM connector configuration
- Email connector setup
- Initial data refresh and validation
- Admin training on monitoring
Deliverables
- Data sources connected and verified
- First refresh complete
- Admin handbook
Phase 3: Go-Live
Timeline: Before renewal (5 Mar 2027) Owner: Laura Penhaligon (BB-Demo)
Activities
- User training for all 15 managers
- Go-live cutover
- First-month support
- Handover to ongoing support
Read the whole document (1,516 characters)
Deliverables
- All users trained and active
- Support escalation guide
- Go-live sign-off
Support Going Forward
Your customer success manager is Amara Obi. We will be in touch for a six-monthly check-in and at contract renewal.
Document version 1 · Prepared by Laura Penhaligon, Implementation Consultant
Unusual terms
Current to 9 Oct 26- Go-live tied to renewal date
- No end date for Phase 2