What’s an overview of Stage 3?

• A. HPP, WC & Pricing approvals; Automatically creates a Deal Team Case (if the conditions are met) They will provide a Client Closing Packet (CCP); Prepare to present tailored solution
• B. The TPP automatically gets sent to the prospect
• C. Present the Proposal/BCT/VROI (SFDC)
• D. Complete First Impressions

Answer: (A)

Stage 3 is about getting the deal ready to close by securing the necessary internal approvals and assembling the right team and materials. At this stage, approvals for HPP, WC, and Pricing are sought to ensure everything aligns with policy and pricing strategy before moving forward. When those conditions are met, the system automatically creates a Deal Team Case to bring together the needed specialists and stakeholders, and a Client Closing Packet is generated to summarize the deal and next steps for the client. Preparing to present a tailored solution means having the right data and materials ready so the final presentation is precise and relevant.

This fits Stage 3 because it centers on internal coordination and readiness for closing, rather than the actions that happen earlier (like sending a TPP to the prospect) or later (like the client-facing proposal presentation). Completing First Impressions tends to occur earlier in the process, and presenting the Proposal/BCT/VROI inside SFDC is part of the client-facing step that follows once approvals and team setup are in place.