Fernhollow Coffee Co. · Customer onboarding revampProposal & SOW

Timeline

Ten weeks from Aug 10, assuming a signed SOW by Aug 5. The two dates that cannot move are the workshops, because they need your whole wholesale team in one room.

Phase 01Aug 10 – Aug 28 · 3 weeks
Phase 02Aug 31 – Sep 25 · 4 weeks
Phase 03Sep 28 – Oct 16 · 3 weeks
MilestoneDateWho is needed
SOW countersigned, kickoff scheduledAug 5 2026Nora Fenwick
Kickoff call, 60 minutesAug 10 2026Wholesale + accounts leads
Interviews and shadowing completeAug 21 2026Six named participants
Findings memo deliveredAug 28 2026—
Design workshop 1Sep 3 2026Whole wholesale team
Design workshop 2Sep 10 2026Whole wholesale team
Dry run on two live enquiriesSep 18 2026One rep, one accounts
Process and templates signed offSep 25 2026Nora Fenwick
Training sessionsSep 29 & Oct 1 2026Wholesale + accounts
Final review and handoverOct 16 2026Nora Fenwick
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