HD QUESTIONNAIRE

Needs Assessment Guidance Questions for Discovery Meeting

Goals
I would really like to learn about your business and how you are set up today.

Tell me about your business.

Do you set objectives for you and your team? What are your goals that you want to
accomplish this year? What are they?

When making supplier decisions, who is involved in the process within your company?

What are your goals that you want to accomplish this year? What are they? This is a double
up. Don’t need the second question

Gathering Data
Who is your current supplier for oil and coolant and chemicals?

Who is your servicing distributor? How do they manage your account or deliveries?

How long have you been with your current supplier?

How many units do you have in your fleet? Does this include both gas and diesel units?

Do you have forklifts, reefer units or any other motor driven units?

What engines do you primarily run in your fleet?

What does your customer base look like? Do you have trucking customers who use
Cummins Engines? Are you a Cummins Dealer?

What is your current drain interval? Do you currently try to find ways to extend your drains?

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Measuring Results
What are you looking for in your oil supplier or coolant supplier?

What is your current overall fleet fuel economy? Do you have procedures in place to try and
improve that number?

Do you receive used oil analysis from your current supplier? How is it funded today?
How often do you see the report and what is

the turnaround time? Who from your current supplier reviews the analysis with you or where
do you go with questions?

How often do you pull samples and how do you pull your samples?

What are the three main things you measure with your used analysis program?

Employees

What type of training do you provide your employees?

What are your goals as a company? What is the number one thing you measure for success?
How do you measure employeess uccess?

How much employee turnover do you experience? How easy is it to find and hire new
employees?

What are the three main things you measure with your used analysis program?

Equipment

Do you own your own lubricating equipment? (tanks, pumps, reels, etc)?

Are you under contract? If so, how much time do you have left?

What are the three main things you measure with your used analysis program?

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Measuring Results
Installer Name

Number of Locations

Current Oil Supplier

Lubricants Date Price/Gallon

Number of Fleets

Cummins Engine %

Conventional %

Synthetic %

Annual Volume

Bulk Tank Sizes

Other Package Sizes

Additional Data Gathering Date

Contract?

Date of Expiration

Inventory Management

Ecommerce ordering platform?

Coolant Supplier

Chemical Supplier

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