What’s an overview of Stage 5?

• A. TSS assists SC with Contract Entry; Complete First Impression (FI) Calls; TSS Completes Customer Set-Up Site; Post Contract Entry Sales Touchpoint; Client Completes Win Survey; Client Submits First Payroll
• B. The TPP automatically gets sent to the prospect
• C. Present the Proposal/BCT/VROI (SFDC)
• D. Complete First Impressions

Answer: (A)

Stage 5 focuses on onboarding and post-signing activities that finalize the client’s setup and begin payroll use. The steps included—TSS assisting with Contract Entry to ensure accurate data, completing First Impression Calls to set expectations for onboarding, TSS completing the Customer Set-Up Site so the client’s account is ready, a Post Contract Entry Sales Touchpoint to confirm post-sale details, and the client completing a Win Survey along with submitting their first payroll—together describe moving a deal from agreement into live operation. These tasks are all about getting the client fully set up and active after the contract is in place. The other options point to actions earlier in the process (like presenting proposals or initial impressions) or to only a single step, not the full onboarding sequence that Stage 5 represents.