Which item is required before generating a TSR?

• A. Engaged the Deal Team (if criteria met/needed)
• B. Determined if a 401K assessment is needed
• C. Scheduled a Demo with a PSE (required before generating a TSR)
• D. Engaged the GEBC Team (if requirements met/needed)

Answer: (C)

Before generating a TSR, you must schedule a product demonstration with a PSE. This step acts as the gatekeeper because it ensures the client can see how the solution works and that the team gathers the necessary information to shape the TSR accurately. The demo with a PSE verifies product fit, answers initial questions, and aligns expectations, which leads to a TSR that reflects real capabilities and the client’s needs. Other activities, like engaging the Deal Team, checking if a 401K assessment is needed, or involving the GEBC Team, may occur later or only under specific conditions, but they aren’t universally required before producing the TSR. Scheduling the demo is the essential prerequisite.