Stage 1
To complete FM Form and move on to Stage 2 you must:
What portal does the prospect use to begin and complete the RFP process?
: TPP (TriNet Proposal Portal)
What three approvals are you waiting on during the beginning of Stage 3?
Before scheduling the proposal call, which teams should you schedule a pre-call with if they are involved in the deal?
GEBC and Deal Team
Which team is primarily responsible for completing Contract Entry?
Transition Support Services (TSS)
What to do before the FM?
A Sales Associate case is automatically opened after a prospect first logs into TPP if they have at least how many WSEs?
10 WSEs
If a deal has 50+ full-time WSEs and currently offers medical coverage, approval of this pricing review automatically opens a case with the GEBC team.
What is Health Plan Pricing (HPP) Approval?
Name two pieces of documentation that should be included in the proposal package.
What are the two First Impression (FI) calls that must be scheduled during this stage?
What to do during the FM?
Confirm the decision-maker(s).
Provide an overview of TriNet's Value Proposition
Set expectations with the prospect with regard to their next steps and the expected timeline.
What are the prospect's final two responsibilities before the RFP is submitted in TPP?
Attest and submit the RFP.
If Workers' Compensation is not approved, what are the two options available to the prospect?
What must be completed before a TSR can be generated?
A PSE Demo must be completed (unless the opportunity qualifies for an exception).
What are the three major client responsibilities during Customer Set-Up Site (CSS) completion?
After the First Meeting is complete you should be able to:
Name the three required Opportunity fields that must be completed before the Sales Associate can approve and submit the RFP.
What four deliverables may the Deal Team create as part of the Client Closing Packet (CCP)?
After receiving verbal approval from the prospect, what three tax-related documents or programs must be verified or requested before moving forward?
FICA, FUTA, and SUTA documentation (SAWB/SUTA Credit as applicable).
What four activities is TSS responsible for during CSS completion?
If an SDR sets up the First Meeting (FM):
Look at the "Lead Additional Information" Pane to view their notes
A Transition Strategy Consultant (TSC) case is automatically opened when a prospect has at least how many WSEs?
: 100 WSEs
: When an opportunity becomes more certain to close, what should the TriNet Forecast Category field be changed to?
Best Case
What is the single required action that automatically moves an opportunity from Stage 4 to Stage 5?
Submit a Sales Support Case with the reason "Contract Audit/Entry."
Who is responsible for generating the Engageware link for the FI Welcome Call?
Transition Support Services (TSS) or Transition Strategy Consultant (TSC), if involved.