The Opportunity automatically moves to Stage W after the FI Welcome Call.

• A. True
• B. False — Stage W occurs when first payroll runs
• C. Stage W occurs after CSS completion
• D. Stage W occurs after the contract is signed

Answer: (B)

Stage W is tied to a payroll milestone, not to a kickoff or onboarding call. The opportunity advances to Stage W only after the first payroll has run, which confirms that payroll setup, deductions, and direct deposits are functioning for the client. The FI Welcome Call is an onboarding step, but it does not itself trigger Stage W. CSS completion or the contract signing are separate milestones and do not define Stage W. So the statement is false; Stage W occurs when the first payroll runs.