Stage W milestone indicates the prospect becomes a client after what occurs?

• A. Stage 4
• B. They submit an RFP
• C. The GEBC team
• D. They run their first payroll

Answer: (D)

The key moment a prospect becomes a client is when they run their first payroll. This shows the service is live and being used—data is migrated, payroll processing is active, taxes and deductions are handled, and employees are paid. That go-live milestone indicates the onboarding is complete and the client relationship is active.

Earlier stages or actions like moving through a stage, submitting an RFP, or involvement by an internal team happen before go-live and don’t reflect active use of TriNet’s payroll services. The first payroll is the clear signal that the client is now in operation with TriNet.