Which activity is part of Stage 4?

• A. Engage with Pre-Sales Engineer (PSE) Team
• B. Generate & Send TriNet Service Requisition (TSR)
• C. Start FM Form on the Opportunity
• D. Submit Case for Contract Entry

Answer: (B)

In this stage, the focus is on moving from planning to actually starting service delivery by formalizing the requested work. Generating and sending the TriNet Service Requisition (TSR) does exactly that: it captures all the service details, client information, timelines, and requirements in a formal document and routes it to delivery and billing teams so the provisioning can begin. This creates the official signal that the services described are authorized and can be acted upon.

Engaging with the PSE team is typically about technical scoping and solution validation, which usually happens earlier in the cycle when shaping the approach. Starting the FM Form on the Opportunity relates to form or financial management steps tied to opportunity handling, not the service provisioning itself. Submitting a case for contract entry is part of contract processing after the service request is captured, not the initial provisioning step.

So, the action that best fits Stage 4 is generating and sending the TSR, since it formalizes the service request and triggers delivery.