Which of the following is a Stage 1 activity?

• A. Engage with Pre-Sales Engineer (PSE) Team
• B. Submit Onboarding Exception Request
• C. Prepare for First Meeting
• D. HPP, WC & Pricing Approvals

Answer: (C)

Stage 1 is about laying the groundwork before you meet the client. Preparing for the first meeting fits this best because it focuses on what you need to set up for a productive initial discussion: clarifying objectives, deciding who should be involved, gathering the right information, and organizing the agenda and materials. It’s the preparatory step that starts the process on the right footing.

Engaging with a Pre-Sales Engineer team usually happens when you’re moving into shaping the solution and need technical input, which comes after you’ve done initial planning. Submitting an onboarding exception request is something that happens when the standard onboarding path can’t be followed, a later operational step. Approvals for pricing and other commercial terms occur once there’s a proposed scope and solution, not at the very start.