What should you do if HPP is not approved and the prospect is not interested in OMS or TriNet XI?

• A. Escalate to CEO
• B. Reopen RFP
• C. Schedule another meeting
• D. Move the Opportunity to Lost

Answer: (D)

When a deal has no path forward due to a gating approval not being met and there’s no interest in the available products, the correct action is to mark the opportunity as Lost. HPP approval acts as a gate; without it, the deal can’t legally or practically move toward closure. If the prospect isn’t interested in OMS or TriNet XI, there isn’t a viable next step to pursue, so continuing to push or scheduling more meetings would be inefficient and could waste resources. Closing it as Lost keeps the pipeline accurate and allows you to refocus energy on active opportunities that still have a chance to close. If circumstances change later, you can revisit the account, but for now there’s no feasible progression.