What’s an overview of Stage 4?

• A. Present the Proposal/BCT/VROI (SFDC); Obtain verbal approval from the prospect!; PSE Demo is required to generate TSR!; Generate and send TSR; Submit onboarding exception request and complete forecasting/win survey/needs assessment; Submit case for contract entry
• B. The TPP automatically gets sent to the prospect
• C. HPP, WC & Pricing approvals
• D. Complete First Impressions

Answer: (A)

Stage 4 is about moving a deal from the formal proposal toward closing and getting the new customer set up. In this stage you present the formal Proposal with the Business Case and ROI (the SFDC record where the details live), and you seek verbal approval from the prospect to proceed. If a Product/Solutions Engineer demo is required, that demonstration helps generate the TSR, which then gets sent to the prospect. After that, you handle onboarding logistics—submitting any onboarding exception requests and completing the forecasting/win survey and needs assessment—to ensure the handoff to operations is smooth. Finally, you submit the case for contract entry so the agreement can be finalized and the onboarding process can begin.

This sequence reflects the transition from presenting and confirming the deal to initiating the formal contract and onboarding steps. The other options describe actions that don’t capture the full progression of Stage 4: automated or early-stage tasks, or steps that occur earlier (like the initial impressions or preliminary approvals).