Industrial & Manufacturing Oil, Gas & Natural Resources Downstream & Refining

Fuel Distribution

Capital-intensive extraction and processing programs where safety, regulation, and supply chain complexity define execution.

World Fuel Services Global Partners Sunoco Pilot Flying J
Inside this journey
  1. Pre-Discovery

    Align the room on outcomes, decision process, and constraints before deeper discovery.

    1. Stakeholder Alignment

      Confirm decision roles, timeline, and what ‘good’ looks like for station owners, fleet managers, and facilities teams before deeper work.

      Alignment Questions

      Start Here: Who You Really Are

      • Which best describes your role and the set of sites we're discussing today? Options: Gas station owner/operator, Chain gas station manager, Fleet manager (trucking/logistics), Facilities manager (hospital/data center), Procurement or operations manager, Other
      • Roughly how many locations or separate tanks are in scope for this conversation? Options: Single site, 2–5 sites/tanks, 6–20 sites/tanks, 21–100 sites/tanks, 100+ sites/tanks
      • Which fuel grades and fuel types do you receive at these sites? Options: Regular gasoline, Midgrade gasoline, Premium gasoline, Diesel #2, Heating oil, Biodiesel / renewable diesel, Other
      • Who currently handles supplier relationships, route coordination, and dispatch on your side? Options: Owner/operator, Operations manager, Maintenance/Facilities team, Third-party logistics, Procurement team, Other
      • Tell me briefly about the last time a scheduled delivery failed—what happened and how did you respond?
      • Who are the decision-makers for switching or adding a fuel supplier, and what is your timeline to decide? Options: Single owner/operator (decides alone), Ops + Finance (co-decide), Regional manager + procurement, Requires board/owner approval, Timeline: Immediate (0–2 weeks), Timeline: 2–8 weeks, Timeline: 2–6 months

      So, what's secretly stressing you most?

      • How long have you been tolerating missed deliveries or surprise emergency buys as 'part of the job'? Options: Under 3 months, 3–12 months, 1–3 years, 3+ years
      • When a scheduled truck doesn't show up, which immediate operational issues hit you first? Options: Lost sales / customers, Idle trucks or crews, Emergency sourcing at higher price, Safety or compliance risk, Staff overtime / scrambling, Other
      • How often do runouts or critical low-level alarms occur across your sites in a typical 90-day window? Options: None, 1–2 times, 3–5 times, 6–10 times, More than 10 times
      • Give a concrete example of the financial impact when you had to emergency-source fuel (per-gallon delta, added fees, or lost revenue).
      • Beyond dollars, how do these failures affect your team's morale, customer trust, or brand reputation?

      Where the numbers don’t match the story

      • If I asked your accounting team for the true delivered price per gallon last quarter, would you trust the number reflects emergency costs, access fees, and reconciliation adjustments? Options: Yes — confident, Somewhat confident, Not confident, We don't track that level of detail
      • Approximately what is your current average delivered price per gallon for your busiest grade (ballpark)? Options: Under $1.50, $1.50–$1.99, $2.00–$2.49, $2.50–$2.99, $3.00 or higher, We don't know
      • Who are your primary suppliers and which terminals do they source from? Please list primary and any backups.
      • Over the last 90 days, what percentage of deliveries met your on-time expectations? Options: 98–100%, 95–97%, 90–94%, 75–89%, Below 75%, Don't know
      • What is the largest tank capacity (gallons) at your highest-volume site? Options: Under 2,000 gallons, 2,000–5,000 gallons, 5,001–20,000 gallons, 20,001–50,000 gallons, Over 50,000 gallons
      • How are tank levels and delivery triggers currently monitored? Options: Manual dip-stick / site checks, Automated telemetry with alerts, Driver or route reports, Dispatch monitors proactively, Other

      What would actually feel like breathing room?

      • If you could guarantee one operational outcome tomorrow, which would change your business most—reliable deliveries, predictable price, or faster emergency response? Options: Reliable deliveries (fewer/no runouts), More predictable delivered price, Faster emergency response, Better quality and QA documentation, Improved communication from account team
      • What minimum on-time delivery percentage would make you comfortable with a long-term relationship? Options: 98–100%, 95–97%, 90–94%, Below 90%
      • Across a 90-day trial, how many runouts would be acceptable before you'd consider the trial unsuccessful? Options: Zero runouts, 1–2 runouts, 3–5 runouts, More than 5, Unsure—need recommendation
      • What delivered price delta (cents per gallon) versus your current supplier would justify switching?
      • Which KPIs should we prioritize and report during a trial for you to feel confident (select top 3)? Options: On-time percentage, Runout incidents, Delivered price reconciliation, Emergency response time, Safety incidents, Customer satisfaction / site feedback

      What would you risk to get there?

      • Which parts of your procurement or operations would you be unwilling to change—even if it cost you improvements elsewhere? Options: Pricing terms and visibility, Contract length / termination rights, Credit and payment terms, Control over terminal access / scheduling, Operational control of deliveries, Nothing is off-limits
      • How much pricing transparency do you require before you're willing to try a new supplier? Options: Full line-item transparency (rack, fees, margins), Rack + markup visibility, High-level pricing comparison only, I rely on net savings demonstrated, Unsure
      • What contract clauses are deal-makers or deal-breakers for you (e.g., allocations, termination, minimum volumes)?
      • How quickly can your organization approve a 90-day trial if terms look reasonable? Options: Immediately, Within 2 weeks, 2–8 weeks, More than 8 weeks, Requires board/owner sign-off
      • Who else must sign off and what concerns will they raise (finance, legal, operations)?

      Walk me through a real runout—tell the story

      • Describe the most recent runout event in detail: who noticed it, what sequence of calls were made, and who ultimately arranged fuel?
      • How long did the site remain out of fuel before a delivery arrived? Options: Under 1 hour, 1–4 hours, 4–12 hours, 12–24 hours, Over 24 hours
      • How many cents per gallon above contract or rack did emergency fuel cost in that event? Options: Under 5¢, 5–15¢, 16–30¢, Over 30¢, Don't know / not tracked
      • Who provided the emergency fuel and how did that relationship affect your trust in your usual supplier? Options: Regular supplier stepped in, Third-party spot purchase, Local reseller/merchant, Internal resources, Other
      • What downstream consequences followed (lost sales, cancelled routes, regulatory reporting, staff overtime)?
      • After that event, what immediate change did you expect from your supplier that you didn't receive?

      If we ran a short, low-risk trial, what would make it win?

      • What specific outcomes or guarantees would make you sign up for a 90-day trial today — and conversely, what would make you walk away at the end?
      • Which trial elements are non-negotiable for acceptance? Options: On-time delivery threshold, Zero critical runouts, Delivered price reconciliation, Emergency response SLA, Telemetry & real-time reporting, QA/fuel quality testing
      • How many scheduled deliveries or what percentage of your routes during the trial would you need to see to be convinced of reliability? Options: All scheduled deliveries, A representative sample (50–70%), Majority (70–90%), Key high-volume sites only, Unsure—recommendation needed
      • How would you like trial reporting and communication handled (pick all that apply)? Options: Automated real-time dashboard, Weekly executive summary, Daily operational check-ins, On-call local account manager, Ad-hoc site visits and QA reports
      • What credit, billing, or payment terms would you need to participate in the trial? Options: Standard net terms (30/45), Prepaid for trial, COD for trial deliveries, Flexible short-term credit, Other
      • If we agree next steps now, who will be the day-to-day coordinator on your side and what is the best window to schedule a kickoff?
    2. Current Operations Snapshot

      Document current suppliers, scheduled deliveries, tank capacities, recent runouts, and emergency sourcing costs.

      Current State

      Starting Snapshot: How Do You Actually Run Fuel Here?

      • Which of these best describes how you currently source and schedule fuel deliveries for this site? Options: Single national/distributor program, Regional independent distributor, Direct terminal purchases + owner-arranged transport, Multiple suppliers split by grade/location, Self-managed terminal inventory, Other (please describe)
      • Which fuel grades do you actively sell or manage at this site? (check all that apply) Options: Regular gasoline, Midgrade gasoline, Premium gasoline, Diesel #2 (on-road), Diesel #1 / Winter diesel, Heating oil, Renewable diesel / biodiesel, Aviation/other
      • How many physical tanks and what approximate usable capacity (gallons) does each hold? Please list tank count and sizes (example: 3 tanks — 10k/10k/5k).
      • What is your regular delivery cadence today for high-turn grades (e.g., gasoline/diesel)? Options: Daily, Multiple times per week, Weekly, Bi-weekly, Monthly, On-demand / as-needed, Combination (different grades have different cadences)
      • Who currently manages the delivery schedule and tank monitoring for this site? Options: Site owner/operator, Local station manager, Corporate fleet operations, Third-party logistics/dispatcher, Supplier/Distributor dispatch team, Shared responsibility
      • What systems or tools do you rely on to know tank levels and predicted runout dates? (select all that apply) Options: On-site manual dipstick, Local telemetry (OEM vendor), Centralized fleet/OPS dashboard, Supplier/dispatch monitoring, No systematic monitoring — reactive only, Other (please name)

      When the Truck Doesn't Show: Tell Me the Worst One

      • Tell me about the most recent time you ran out or came within 24 hours of running out—what exactly happened and who scrambled to fix it?
      • How many runouts or near-runouts has this site experienced in the last 12 months? Options: 0, 1, 2–3, 4–6, 7 or more, Unsure / not tracked
      • When a runout occurred, how did you source replacement fuel and how much extra did you pay (per gallon) compared to contract/rack price? Options: We used local spot supplier (+$0.00–$0.05/gal), We paid regional emergency premium (+$0.06–$0.10/gal), We paid large premium (+$0.11–$0.20/gal), We had to buy retail at pump prices, Other (please explain)
      • What was the operational or financial impact of that incident (lost transactions, trucks idled, emergency labor costs)? Please quantify where possible.
      • How long has this pattern of runouts or close calls been happening at this location? Options: This was a one-off, Occasional over the past year, Recurring for 1–3 years, Recurring for more than 3 years, Unsure
      • Were there any safety, regulatory, or customer-complaint consequences tied to the incident? If yes, briefly describe. Options: No, Small customer complaints / lost sales, Documented safety/regulatory action, Operational disruption but no regulatory action, Other (please describe)

      Who’s Actually in Charge of Keeping You Full?

      • If I asked your team right now who is accountable for preventing a runout, would you get a single clear answer—or a list of people who think it's someone else's job? Options: Single clear owner, Two people share responsibility, Many people assume others own it, No defined owner / reactive only
      • Who is the primary contact we should coordinate with for delivery scheduling, exceptions, and emergency response (name/role)?
      • Who signs off on switching suppliers, trialing a new distributor, or changing delivery terms? Options: Site owner/operator, Regional operations manager, Procurement / purchasing, Corporate supply manager, Finance / credit team, Other (please specify)
      • When issues arise (late delivery, pricing dispute), who handles resolution and what is the usual response time?
      • Are there local site constraints (security gates, limited unloading hours, tank access protocols) we should be aware of when planning deliveries? Options: Standard business hours only, 24/7 access with prior notice, Requires site escort/supervision, Weight/turn restrictions for trucks, Other (please describe)

      What Would No-Runout Look and Feel Like?

      • Imagine a 90-day period with zero runouts and predictable pricing—what’s the first tangible difference you’d notice in your day-to-day operations?
      • What on-time delivery percentage would make you comfortable (select target range)? Options: 95%+, 90–95%, 85–90%, Below 85% not acceptable
      • What is an acceptable number of runout incidents for a 90-day trial (0, 1, 2, other)? Options: 0, 1, 2, 3+, Depends on severity/impact
      • What delivered price delta versus your current supplier or vs. rack would meaningfully motivate you to change (cents per gallon)? Options: No premium — must be equal or cheaper, 1–3¢/gal cheaper, 4–7¢/gal cheaper, 8¢+/gal cheaper, Price is secondary to reliability
      • Which KPIs matter most for you to accept a trial as successful? (select top 3) Options: On-time % (deliveries), Runouts per period, Average emergency premium avoided, Delivered price reconciliation accuracy, Response time to exceptions, Safety/incidents, Customer satisfaction/feedback

      Are Your Tanks and Data Telling the Truth?

      • How often have telemetry or manual tank readings been wrong at the moment you needed them most? Options: Never, Rarely, Occasionally, Often, Unsure
      • Do you currently use live telemetry on any tanks at this site? Options: Yes — all fuel tanks, Yes — some tanks, No telemetry, but have plans, No telemetry and no plans
      • If you have telemetry, who is the vendor and when was it last validated/calibrated?
      • When was the last physical tank calibration or stick chart verified (month/year)?
      • Do you have meter calibration, contamination checks, or QA processes after every delivery or only periodically? Options: After every delivery, Daily checks, Weekly/monthly spot checks, Only when an issue arises, No formal QA process
      • Are there physical constraints that limit when or how trucks can unload (height, access, pump restraints, customer hours)? Please describe.

      The Real Cost: What You're Paying Beyond the Gallons

      • When you add emergency premiums, overtime, lost sales, and admin to your delivered fuel cost, do you have an estimate of the true 'all-in' cost per gallon or per incident? Options: Yes — we calculate an all-in cost, We have rough estimates, No, we don't track all-in costs, Unsure
      • On average, what is the out-of-pocket premium you pay when emergency-sourcing fuel (per incident)? Options: <$0.05/gal, $0.05–$0.10/gal, $0.11–$0.20/gal, >$0.20/gal, We don't track this
      • Do runouts trigger additional internal costs (overtime, lost labor productivity, truck idle time)? If yes, please estimate monthly/annual impact.
      • How often do you dispute delivered gallons, invoices, or reconciliation issues with your current supplier? Options: Never, Rarely, Occasionally (a few times/year), Regularly (monthly or more), Ongoing unresolved disputes
      • Are there recurring fees or terminal access charges you currently pay that are hard to reconcile or opaque? Options: No, Yes — small/occasional, Yes — significant/confusing, Unsure

      What Would It Take to Try Something Different?

      • What's the single most important thing a new supplier must prove in a trial to convince you to switch (reliability, price, local presence, responsiveness, other)? Options: Delivery reliability, Lower delivered price, Faster emergency response, Transparent reconciliation and invoicing, Local account team/knowledge, Other (please specify)
      • Would you be open to a 90-day pilot at one or more locations to validate reliability and pricing? Options: Yes — ready to pilot, Yes — with conditions (specify below), Maybe — need more info, No
      • What minimum KPIs would you require during a 90-day trial (list specific targets or thresholds)?
      • Are credit terms, PO requirements, or contractual approvals a blocker for running a pilot? If so, what specifically is needed? Options: No blockers, Credit application required, PO/contract required, Insurance/Safety paperwork required, Other (please explain)
      • Which site(s) would you prefer as a pilot and why (high traffic, historically problematic, easiest to onboard, other)?
      • What is your internal decision timeline for evaluating a new supplier or approving a trial? Options: Immediate (days), Within 2–4 weeks, 1–3 months, 3+ months, Undetermined
  2. Outcome Discovery

    Define target outcomes, measurable success signals (e.g., on-time %, runouts, delivered price delta), and trial acceptance criteria.

    Discovery Questions

    Start by Telling Us Who You Are and How You Work Today

    • Which role best describes you in today’s conversation? Options: Gas station owner/operator, Fleet manager (local/regional trucking), Facilities manager (hospital/data center), Procurement manager, Other
    • Which location(s) are we discussing for this conversation? Options: Single site (please name), Multiple sites under one operator, Regional portfolio (5–50 sites), National/multi-region portfolio (50+ sites)
    • Which fuel grades and services do you currently receive deliveries for at the site(s) in scope? Options: Regular gasoline, Midgrade/special gasoline, Diesel (on-road), Diesel (off-road/heating), Biodiesel/HVO/renewables, Lubricants/other
    • How are your deliveries currently scheduled and confirmed? Options: Fixed weekly cadence with confirmations, On-demand orders placed by phone/email, Automated telemetry-triggered scheduling, Mixed approach
    • Give a short example of a recent delivery interaction (what happened, who you spoke to, and how it resolved).

    When the Tank Runs Empty, What Really Breaks for You?

    • Imagine a busy shift where your primary grade runs out—how does that moment ripple through your operations and business?
    • How many runouts or emergency fills did you experience in the last 12 months at the location(s) we’re discussing? Options: 0, 1–2, 3–5, 6–10, 11+
    • When you had to emergency-source fuel, what was the average per-gallon premium you paid compared to contracted pricing or your usual supplier? Options: <$0.05, $0.05–$0.10, $0.11–$0.20, >$0.20, Unsure / need to check invoices
    • What secondary costs or losses did those runouts cause (choose all that apply and briefly quantify if you can)? Options: Lost sales/customers, Truck downtime/route delay, Safety or regulatory penalty, Additional labor overtime, Reputational/brand harm
    • Tell us about the last runout: what triggered it, how long it lasted, and how you felt about the supplier response.

    Why Do Deliveries Miss the Mark (Let’s Challenge the Usual Explanations)

    • Most teams assume missed deliveries are 'just bad luck'—what do you suspect is the real reason for missed calls at your sites?
    • Which of these factors have you observed directly contributing to missed or late deliveries? Options: Scheduling conflicts/overbooked routes, Terminal allocation shortages, Driver shortages or reroutes, Inaccurate tank readings/telemetry gaps, Billing/account disputes, Access/lockout or site constraints, Weather/unplanned events
    • When a supplier has handled a disruption well, what did they do differently that stood out to you?
    • How much real-time visibility do you currently have into incoming tanker ETA and tank level (choose best match)? Options: Live telemetry and ETAs, Daily manual tank checks + confirmation calls, Notifications only when issues arise, None/We rely on schedule
    • How long have you been accepting the current delivery reliability as 'good enough' and why? Options: <6 months, 6–12 months, 1–3 years, 3+ years

    What Would ‘Fixed’ Actually Feel and Look Like?

    • If you could wave a wand and fix delivery reliability, what's the first tangible outcome you would notice?
    • What on-time delivery percentage would make you comfortable switching suppliers or expanding a relationship? Options: >99%, 97–99%, 95–97%, 90–95%, <90%
    • What runout frequency would you accept during a 90-day trial before you considered it a failure? Options: Zero runouts, 1 runout, 2 runouts, 3+ runouts
    • What delivered price improvement (average cents per gallon) vs your current supplier would justify switching for you? Options: <1¢, 1–3¢, 4–6¢, 7–10¢, >10¢, Price matters less than reliability
    • Beyond metrics, how would a reliably supplied site change your day-to-day stress, staffing, or business decisions? Give a concrete example.

    Measure What Matters — Let’s Make Your Success Signals Concrete

    • List the three KPIs you will actually use to evaluate a 90-day trial (e.g., on-time %, runouts, delivered price delta). Options: On-time delivery %, Runouts (count), Average delivered price per gallon, Emergency sourcing spend, Invoice reconciliation accuracy, Safety incidents
    • What are your current baseline numbers for those KPIs (enter exact or best-estimate): on-time %, runouts/year, avg delivered price, emergency cost last 12 months.
    • How frequently do you want trial performance reported to you? Options: Daily dashboard, Weekly summary, Bi-weekly review call, Monthly report + checkpoint
    • Who must sign off on trial success internally (select all roles)? Options: Owner/CEO, Operations manager, Finance/controller, Safety/compliance officer, Site manager
    • What level of variance from target is tolerable before you require remediation (e.g., on-time within +/- X%)? Options: Tight (+/- 1%), Moderate (+/- 3%), Flexible (+/- 5%), Case-by-case

    Trial Rules — What Would Make You Confident Enough to Say ‘Yes’?

    • What is the minimum trial length you would accept to validate performance and pricing? Options: 30 days, 60 days, 90 days, 120 days
    • During the trial, what minimum service levels or commitments would you require from the distributor? Options: Guaranteed on-time %, Dedicated route or reserved truck, Priority emergency response SLA, Transparent delivered price reporting, All of the above
    • Would you require any financial or operational protections during the trial (select all that apply)? Options: Performance credits/penalties, No-termination clause for poor performance, Price hold for trial duration, Escrowed deposits for deliveries
    • What minimum volumes would you commit to during a pilot (choose best fit)? Options: No minimum (pay-as-delivered), <500 gallons/week, 500–2,000 gallons/week, 2,000+ gallons/week
    • What would trigger an immediate end to a trial in your view (specific failure modes)? Options: A runout with safety/regulatory impact, Repeated invoicing errors, Missed emergency response SLA, Fuel contamination event, Other (please describe)

    Hidden Risks We Should Call Out — Let’s Surface the Things You’re Worried About

    • What contractual language or past experiences make you wary about switching suppliers?
    • Which of these risks concern you most when evaluating a new distributor? Options: Supply allocation during outages, Opaque pricing/hidden fees, Fuel quality/contamination, Being locked into unfavorable term pricing, Credit or billing disputes
    • Do you require any specific regulatory or QA documentation before accepting deliveries (select all that apply)? Options: Certificates of analysis, Mass balance / batch traceability, Insurance certificates, Carrier safety records, Chain-of-custody documentation
    • Have you ever experienced a fuel quality or contamination issue? If yes, describe impact and resolution. Options: Yes — serious impact, Yes — minor impact, No
    • What contingency expectations should a distributor have to meet during market dislocations (e.g., guaranteed allocations, alternate terminals)?

    How Will We Know This Is Working — Decision Criteria and Next Steps

    • What single outcome at the end of a successful trial would make you ready to expand the relationship?
    • Who needs to be at the table for a kickoff meeting to make decisions quickly (names/roles)?
    • What is the earliest realistic start date you could accept for a trial? Options: Within 2 weeks, 2–4 weeks, 1–2 months, 2+ months
    • Which pilot locations should we prioritize and why (single most strategic site and brief rationale)?
    • How would you like us to communicate during the trial (reporting channel and frequency)? Options: Shared dashboard + weekly email, Weekly status calls + PDF report, Daily alerts for exceptions, Ad-hoc on-request updates
    • Before we leave this conversation, what would make you feel we truly understand the cost of supply failure to your business?
  3. Solution Experience

    Anchor the offering to the customer’s context by walking through delivery reliability, pricing reconciliation, and emergency response in real runout scenarios.

    Experience Meetings

    • Current State & Consequence Alignment
    • Runout Scenario Walkthrough — Real Event Replay
    • Pricing Reconciliation — Delivered Price Proof
    • Emergency Response Simulation & SLA Review
    • Validation & Trial Acceptance Sign‑off
    • Seller: Deliver a final SLA appendix and the emergency response playbook with named regional contacts and backup terminals.
    • Seller: Provide a signed line-item delivered-price workbook for the modeled scenarios and the reconciliation methodology.
    • Customer: Supply final confirmation of which fees must be included/excluded from the acceptance formula.
    • Both: Agree the cadence and format for delivered-price reconciliation during the 90-day trial.
    • SLA Overview & Targets
    • Confirm SLA metrics the seller will commit to during the trial and how breaches will be measured and remedied.
    • Validate that the operational escalation chain and response times are realistic and acceptable to the customer.
    • Document any site-specific exceptions that should be embedded into the SLA or operational playbook.
    • Introductions & Meeting Objective
    • Customer: Provide final approval of escalation contacts and note any legal or procurement constraints on remedies.
    • Both: Agree on monitoring/reporting cadence for SLA performance during the trial (weekly dashboard, incident post-mortems).
    • Recap: Current State, Consequence & Future State
    • Formally sign-off the trial acceptance criteria and agreed KPIs based on evidence shown during the Solution Experience.
    • Assign clear owners and dates for Pre-Deployment Readiness tasks so the trial can start on the agreed date.
    • Record any open exceptions and an agreed remediation timeline that preserves trial integrity.
    • Both: Execute a signed trial acceptance form enumerating KPIs, acceptance thresholds, trial dates, and reporting cadence.
    • Customer: Complete pre-deployment checklist items (tank access, meters, insurance) by agreed cutoff.
    • Seller: Publish the trial dashboard template, weekly reporting schedule, and incident post-mortem process.
    • Agree and record a one-sentence current state that will anchor the entire Solution Experience.
    • Surface and quantify the explicit financial and operational consequence of the problem.
    • Define a concise future-state outcome that the experience must prove.
    • Identify and assign any missing pre-work or datasets required for subsequent meetings.
    • Customer: Share last 90 days of scheduled delivery logs, runout incident reports, and three recent supplier invoices.
    • Seller: Produce a one-page delivery reliability summary and initial delivered-price comparison for the customer's top 2 grades.
    • Both: Confirm the agreed one-sentence current state, consequence, and future-state wording in writing.
    • Preconditions Check
    • Demonstrate, using the customer's own data, that our network and processes materially shorten or eliminate the documented runout consequence.
    • Validate assumptions about access, local routing, and communications required for timely response.
    • Agree any scenario adjustments or exceptions that change the expected outcome.
    • Seller: Deliver a runout timeline report showing the alternate dispatch plan and estimated time-to-fulfill for the replayed event.
    • Customer: Confirm site access windows, gate codes, and any local constraints that would affect reroute times.
    • Both: Capture any exceptional conditions from the replay that require contingency edits (e.g., meter calibration, night delivery limits).
    • Baseline Pricing Confirmation
    • Prove with line-item evidence that our delivered price meets or improves the customer's benchmark under the agreed scenario.
    • Ensure both parties agree on the pricing formula and which fees/accessorials are included in trial reconciliation.
    • Document acceptance thresholds for trial pricing reconciliation to support pass/fail evaluation.
    • KPI & Acceptance Checklist Review
    • Event Replay — Timeline & Data
    • Tabletop Emergency Scenario
    • Current State — One Sentence
    • Line-Item Reconciliation
    • Consequence Quantification
    • Scenario Modeling
    • Escalation & Communication Protocol
    • Dispatch & Terminal Switch Demonstration
    • Exceptions & Mitigations
    • Confirm Acceptance Criteria for Price
    • Future State — One Sentence
    • Contractual Remedies & Exceptions
    • Sign-off & Next Steps
    • Consequence Elimination Mapping
    • Validation & Assumption Check
    • Preconditions & Data Gaps
  4. Solution Scope

    Define volumes, delivery cadence, terminals, pricing formula, QA checks, contingency plans, and 90-day trial metrics.

    Scope Configuration

    • Rack-pulled Fuel Load Delivery
    • Tanker Offload into Customer Storage
    • Emergency Spot-Purchase Fuel Delivery
    • Install and Commission Tank Level Sensors
    • Portable Bulk Fuel Tank Rental and Fill
    • Fuel Quality Sampling with Certified Lab Report
    • Fuel Polishing: Filtration and Water Separation
    • Contaminated Fuel Removal and Disposal
    • Deliver Renewable Fuel Blends to Spec
    • Re-route Supply from Alternate Terminal
    • On-site Fuel Transfer for Fleet Vehicles
    • Provide DOT-compliant Delivery Documentation

    Scope Questions

    Rack-pulled Fuel Load Delivery

    • Which fuel grades do you need delivered via rack-pulled loads? Options: Regular Gasoline, Midgrade, Premium, Diesel #2, Off-road Diesel, Heating Oil, Renewable Blend (specify below)
    • Typical monthly volume to be supplied from rack-pulled loads (gallons)? Options: Less than 5,000, 5,000-20,000, 20,000-50,000, More than 50,000, Specify exact volume
    • Preferred delivery cadence for rack-pulled loads? Options: Weekly, Bi-weekly, Monthly, On-demand, Scheduled as-needed
    • Do you require staged (split) loads to multiple tanks on arrival? Options: Yes, No
    • Which terminal should be used for rack pulls, or do you have no preference? Options: Nearest terminal (we suggest), Specify terminal name, No preference
    • Are there terminal access or appointment requirements we should know (e.g., gate codes, hours)?
    • Acceptable pricing structure for rack-pulled loads? Options: Rack + flat fee, Fixed delivered price, Index with reconciliation, Spot pricing for each load

    Tanker Offload into Customer Storage

    • Describe your on-site storage: number of tanks, capacities (gallons), and fuel grades per tank.
    • What offload method is required/available at site? Options: Bottom offload (recommended), Top offload, Pump transfer, Onsite meter offload
    • What is the maximum acceptable offload rate (gallons/min) or time window for deliveries? Options: Fast offload required (high rate), Standard offload, Off-hours only
    • Are tank inlets, hatches, and fittings compatible with standard tanker equipment? If not, specify differences.
    • Is there truck access, turning radius, and weight-limit information we should plan for? Options: Yes - details below, No restrictions, Access constraints (specify)
    • Do you require unloading attendants or site personnel during offload? Options: Required, Optional, Not required
    • Any required permits, insurance certificates, or vendor badging needed for on-site drivers? Options: Yes - will provide, No

    Emergency Spot-Purchase Fuel Delivery

    • What is your target maximum response time for emergency deliveries? Options: 4 hours, 8 hours, 24 hours, 48+ hours
    • What is the maximum acceptable price premium over contract/rack for emergency spot purchases? Options: 0-5¢/gal, 5-15¢/gal, 15-25¢/gal, Accept as-needed
    • Who is authorized to approve emergency spot purchases (name/role and contact)?
    • Typical emergency volume required per event (gallons)? Options: Less than 500, 500-2,000, 2,000-5,000, More than 5,000
    • Preferred payment method for emergency deliveries (to expedite authorization)? Options: Charge to account, COD/credit card, Pre-authorized emergency limit, Other (specify)
    • Do you require real-time notifications and proof-of-delivery for emergency shipments? Options: Yes - SMS/Email, Yes - API feed, No
    • Are there site safety or scheduling constraints for emergency trucks (e.g., no-night deliveries)?

    Install and Commission Tank Level Sensors

    • How many tanks require sensors and what are their sizes and configurations?
    • Preferred telemetry type for sensors? Options: Cellular (LTE), LoRaWAN, Satellite, On-premises gateway
    • Do tanks have power available at mounting points or do sensors need battery/solar solutions? Options: AC power available, Battery-powered required, Solar preferred, Unknown - needs survey
    • Do you require integration with an existing monitoring platform or want our portal feed? Options: Integrate to customer system (specify), Use distributor portal, Both
    • Calibration and commissioning tolerance required (e.g., ±% of volume)? Options: ±1-2%, ±3-5%, Standard vendor calibration
    • Do you require alerts for low-level, runout prediction, or leak detection? Options: Low-level, Runout prediction, Leak detection, All of the above, None
    • Any access constraints for sensor installation (confined space, permits, off-hours)?

    Portable Bulk Fuel Tank Rental and Fill

    • What capacity do you need for the portable tank(s)? Options: 500-1,000 gallons, 1,001-5,000 gallons, 5,001-10,000 gallons, More than 10,000 gallons
    • How long do you anticipate needing the rental (days/weeks/months)? Options: Short-term (≤7 days), 1-4 weeks, 1-3 months, 3+ months
    • Where will the portable tank be located on site? Describe placement and containment.
    • Do you require delivery and fill on a recurring schedule or on-demand refills? Options: Scheduled refills, On-demand, Customer-managed refill
    • Are secondary containment and spill prevention measures required by site rules? Options: Yes - must provide, Customer will provide, No
    • Any site permits, inspections, or local fire-code approvals needed for temporary tanks? Options: Yes - provide documentation, No, Unknown - needs assessment
    • Which fuel grades should be supplied to the portable tank? Options: Diesel #2, Gasoline, Heating Oil, Biodiesel/Renewable blend, Other

    Fuel Quality Sampling with Certified Lab Report

    • How many sample points and sample volumes are required (per tank or per site)? Options: One sample per tank, Multiple samples per tank, Specify number
    • Which test panel(s) do you require in the lab report? Options: Water content, Particulates (micron count), Distillation/ASTM, Sulfur content, Microbial test, Full spec panel
    • Required turnaround time for certified lab reports? Options: 24 hours, 48-72 hours, 5-7 business days, Standard lab timing
    • Do you require chain-of-custody and sealed sample containers for compliance audits? Options: Yes, No
    • What acceptance thresholds trigger remediation (e.g., water > 0.1% vol)?
    • Do you require on-site sampling by our technicians or will you provide samples? Options: We will collect, Distributor to collect, Either
    • Do reports need to be uploaded to your compliance system or shared via email/API? Options: Upload to customer system, Email, API, Distributor portal

    Fuel Polishing: Filtration and Water Separation

    • What contamination symptoms are present (e.g., water, particulates, microbial)? Options: Water, Sediment/particulates, Microbial growth, Odor/discoloration, Unknown - request survey
    • Approximate volume requiring polishing (gallons)? Options: Less than 500, 500-2,000, 2,000-10,000, More than 10,000
    • Is on-site continuous polishing preferred or a one-time treatment? Options: One-time treatment, Temporary rental unit (weeks), Ongoing service contract
    • Are there space or access constraints for deploying polishing equipment? Options: Plenty of space, Limited space - needs smaller unit, Confined access (specify)
    • Do you require certification that fuel meets ASTM/spec thresholds after polishing? Options: Yes, No
    • How quickly must polishing be completed to avoid operational impact? Options: Same day, 48 hours, 72 hours, 1 week
    • Who will manage disposal of captured contaminants (customer or vendor)? Options: Distributor handles disposal, Customer handles disposal, Specify arrangements

    Contaminated Fuel Removal and Disposal

    • Estimated contaminated fuel volume to remove (gallons)? Options: <500, 500-2,000, 2,000-10,000, >10,000
    • Nature of contamination (e.g., water, microbial, chemical, mixed)? Options: Water, Microbial, Chemical contamination, Unknown - needs lab analysis
    • Are there regulatory disposal requirements or manifests needed (hazardous waste classification)? Options: Yes - hazardous, Yes - non-hazardous, No, Unknown
    • Do you require tank cleaning and verification sampling after removal? Options: Yes - include sampling, No, Only visual/odour check
    • Preferred timeline for removal and site remediation? Options: Immediate (24-48h), Within 3-7 days, Within 2 weeks
    • Site access, weight limits, and waste staging area details for disposal trucks:
    • Do you require documentation for chain-of-custody, disposal certificates, or regulatory filings? Options: Yes - all documentation, Partial, No

    Deliver Renewable Fuel Blends to Spec

    • Which renewable blend(s) and target blend percentages are required? Options: B5/B10/B20, E10/E15/E85, HEFA renewable diesel (specify %), Custom blend - specify
    • Do you require certification or lab results demonstrating blend % and spec compliance? Options: Yes - each delivery, Periodic sampling, No
    • Are there seasonal or regulatory constraints on acceptable blends at your locations? Options: Yes - seasonal limits, No, Unknown
    • Do your storage and dispensing systems have compatibility confirmed for the requested blend? Options: Yes - confirmed, No - needs inspection, Unknown
  5. Mutual Commit

    Finalize commercial terms, SLAs for on-time delivery and runout response, credit terms, and termination or allocation clauses.

    Agreement Modules

    • Master Supply Agreement (MSA)
    • Statement of Work (SOW) — Trial Operations
    • Service Level Agreement (SLA)
    • Pricing Addendum & Price Schedule
    • Credit Application & Payment Terms
    • Terminal Allocation & Access Agreement
    • Termination & Allocation Clauses
    • Quality Assurance & Regulatory Compliance Addendum
    • Insurance, Indemnity & Liability Schedule
    • Contingency & Emergency Response Plan
    • Metering, Invoicing & Pricing Reconciliation Process
    • Operational Readiness & First Delivery Authorization
    • Acceptance Sign-off & Trial Completion Certificate
    • Data Sharing & Telemetry Access Agreement
    • Change Order & Amendment Procedure
  6. Deployment

    Operationalize rollout with readiness checks, enablement, and outcome validation.

    1. Pre-Deployment Readiness

      Confirm tank access, meter calibration, insurance, account contacts, and terminal allocations are in place before first delivery.

      Readiness Questions

      Quick Check-In: Who Are You and What’s Top of Mind?

      • What's your role and the best phone/email to reach you about a delivery issue?
      • How many sites/locations are you accountable for right now? Options: Single location, 2–5 locations, 6–20 locations, 21–100 locations, 100+ locations
      • Which fuel products matter most to your operation? Options: Unleaded 87, Unleaded 89/91, Premium 91+, Diesel #2, Heating oil, Biodiesel/Renewable diesel, Other
      • On a scale of urgency, how quickly do you need this supply issue resolved? Options: Immediate (days), Soon (2–4 weeks), Next quarter, Exploratory / no immediate rush
      • What's one sentence that would make you say 'finally—that's fixed' about your fuel supply?

      When a Delivery Misses, How Fast Does It Become a Crisis?

      • If your current supplier missed a scheduled delivery tomorrow, how long before it causes material business harm? Options: Within hours, Same day, Within 48 hours, Within a week, Would not cause material harm
      • Who on your team notices first when levels dip—cashier, station owner, fleet dispatcher, or remote telemetry? Options: On-site attendant/cashier, Station owner/operator, Fleet dispatcher/operations, Remote telemetry/alerts, Third-party manager, Other
      • How are you tracking tank levels today (pick all that apply)? Options: Manual manual stick-reading, On-site electronic gauge, Remote telemetry with alerts, Estimated by delivery history, We don’t actively track, Other
      • List the suppliers or delivery partners currently serving these locations and any overlap (single-supplier vs. multiple).
      • What are your typical tank capacities for the primary products at these sites (gallons)?

      What’s It Actually Costing You When Deliveries Fail?

      • Over the past 12 months, how many runouts or emergency deliveries did you experience? Options: None, 1–2, 3–5, 6–10, 10+
      • When you emergency-sourced fuel, what was the typical per-gallon premium you paid versus contract price? Options: <$0.05, $0.05–$0.10, $0.10–$0.20, >$0.20, Not sure / varies
      • Beyond the premium per gallon, what other costs or losses followed a missed delivery (choose all that apply)? Options: Lost sales / revenue, Customer churn, Idle vehicles / lost productivity, Expedited fees/dispatching costs, Regulatory or safety penalties, Reputational damage, Other
      • Can you share a brief story of a recent delivery failure—what happened, how you found out, and the tangible consequences?
      • How do these incidents typically make you feel as an owner/operator or manager? Options: Angry/frustrated, Anxious/uncertain, Resigned/accepting, Motivated to fix, Other

      Are You Settling for 'Good Enough' Because Switching Feels Risky?

      • What keeps you with your current supplier even when they miss deliveries or charge more in emergencies? Options: Long-standing relationship, Perceived switching complexity, Contract penalties, Belief in better terms elsewhere is uncertain, Local coverage concerns, Other
      • Have you ever tried switching distributors before? If so, what made you stop or reverse course?
      • Which of the following would be the hardest trade to accept when changing suppliers? Options: Slightly higher posted price, Short-term billing disruption, Different delivery windows, New paperwork/credit setup, Less brand affiliation, Other
      • How confident are you that your current pricing reflects true terminal/rack economics (not hidden fees)? Options: Very confident, Somewhat confident, Unsure, Not confident
      • What would reduce your perceived risk of switching—more transparency, a guaranteed trial, escrowed funds, or something else? Options: Transparent delivered price breakdown, 90-day trial with KPIs, Dedicated local account manager, Credits/penalties for missed SLAs, Other

      Picture a Delivery Relationship You’d Truly Trust

      • If you could design the delivery experience from start to finish, what three things would be non-negotiable?
      • Which metrics would make you say a supplier is reliable (choose up to three)? Options: On-time delivery %, Zero runouts, Average response time for emergency refill, Delivered price vs. rack, Number of safety incidents, Driver familiarity with site
      • What acceptable on-time delivery percentage would make you comfortable (pick one)? Options: >= 99%, 97–98%, 95–96%, 90–94%, < 90%
      • How important is local terminal redundancy (ability to re-route from another terminal during outages) in your decision? Options: Critical, Important, Nice to have, Not important
      • What does an ideal communication style look like from your account manager during an incident? Options: Immediate phone + SMS updates, Daily summary emails, Dashboard with live incidents, Reactive only when I reach out, Other

      How Will a 90‑Day Trial Prove You’re Better Off?

      • What specific KPIs will make this trial a clear 'win' for you?
      • Which of these acceptance criteria feel mandatory for you to expand after a trial? Options: No runouts for 90 days, On-time delivery >= selected threshold, Delivered price within agreed delta of rack, Reconciliation matches invoices, No safety incidents, Positive customer feedback
      • How would you like performance reported during the trial—daily alerts, weekly scorecards, or live dashboard? Options: Daily alerts + exception notes, Weekly scorecard + review call, Live dashboard access, Ad-hoc on request, Other
      • Who on your side needs to sign off on trial acceptance and what documentation do they require?
      • If trial KPIs are missed, what remediation or escalation path would make you willing to continue rather than terminate? Options: Corrective action plan + credits, Replacement trucks/backup service, Shortened trial extension, Termination rights only, Other

      Before Our First Truck Shows, What Could Still Stop It?

      • Do you have guaranteed tank access (gate codes, hours, security) and are there any access restrictions we should know now? Options: 24/7 open access, Restricted hours (specify), Security escort required, Gate code / keypad, No public access, Other
      • Are your meters and probes calibrated and certified? If not, how old are they and who maintains them? Options: Calibrated within last 12 months, Calibrated >12 months ago, Uncertain / need to check, We do not use meters/probes, Maintained by third-party
      • Do you have up-to-date insurance, site-specific safety requirements, and any required driver credentials or site orientations? Options: All documentation current, Some documents pending, Major gaps exist, Not sure
      • Have you allocated expected daily/weekly delivery windows and preferred time blocks we must respect? Options: Yes—specific windows ready, Flexible within business hours, Prefer off-peak only, No set windows yet
      • Are there terminal allocations or priority programs we should confirm before dispatch (e.g., secondary terminal limits)? Options: Yes—specific allocations required, No allocations required, Unsure / need to check with procurement
      • What on-site checks would you like our driver to perform at first delivery (e.g., dip stick, gauge photo, security check)? Options: Dip stick + photo, Electronic gauge reading + photo, Site manager sign-in, Tank soundness/odors check, No checks required, Other

      Who Green‑Lights a Change and What Timeline Are They On?

      • Who are the decision-makers and approvers we should involve (names & roles)?
      • What is your target decision timeline if a trial meets expectations? Options: Within 30 days, 30–60 days, By end of quarter, 6+ months, No set timeline
      • What procurement or legal hurdles typically delay supply contracts here? Options: Credit check/terms, Insurance & indemnity review, Allocation language, Price escalation clauses, Union/site approvals, Other
      • What credit terms or billing cadence do you require to feel comfortable switching? Options: Net 30, Net 15, Prepay/lockbox, Letter of credit, Immediate payment on delivery, Other
      • If we can guarantee the agreed trial KPIs, what would be the minimal commitment you’d sign to extend (locations, volumes, duration)?
    2. Route & Dispatch Enablement

      Configure delivery routes, reserve trucks, set telemetry and monitoring thresholds, and onboard local account management for rapid response.

    3. Trial Operations & Monitoring

      Run the agreed trial with live monitoring of on-time %, runouts, delivered price reconciliation, safety incidents, and customer feedback.

      Monitoring Questions

      Quick Snapshot: Where We’ll Begin Together

      • Who are you and what role do you play in fuel decisions for these sites? Options: Owner / Principal, Operations Manager, Fleet Manager, Facilities Manager, Procurement / Buyer, Other
      • How many physical locations or tanks would be part of a supplier trial or switch? Options: 1, 2-5, 6-20, 21-50, 51+
      • Which fuel grades and product types are critical for day-to-day operations at the locations you manage? Options: Regular Unleaded (87), Midgrade (89), Premium (91+), Diesel #2, Heating Oil, Renewable Diesel / Biodiesel, Other
      • Roughly how often do you receive scheduled deliveries today (per site)? Options: Daily, Every other day, 2–3x per week, Weekly, As-needed / ad hoc
      • In one sentence, what event led you to consider a new distributor now?

      Tell Me About Your Worst Day — what actually happened?

      • When a scheduled delivery has failed during peak demand, what immediate impact did you see (revenue, operations, safety, reputation)? Options: Lost sales / foot traffic, Idle trucks / delayed routes, Emergency spot purchases, Customer complaints / reputational damage, Safety or regulatory issues, Other
      • How many runouts or missed deliveries have you experienced in the last 12 months? Options: None, 1–2, 3–5, 6–10, 10+
      • When a runout occurred, how did you source fuel and what was the approximate premium paid over contract price (cents/gal)?
      • Tell me about a specific incident that still bothers you — what sequence of decisions or failures made it worse?
      • How did customers, drivers, or internal teams emotionally react during and after that event? Options: Angry / frustrated, Worried / anxious, Blaming supplier, Calm / pragmatic, Mixed reactions

      Who Really Decides — and What ‘Good’ Looks Like for Them

      • If I asked your station owners, fleet ops, and facilities manager what 'success' looks like after 90 days, would they describe the same thing? Options: Yes — aligned, Partially aligned, No — different priorities, Unsure
      • Which stakeholders must sign-off to start a new supply agreement or trial, and what are their top three concerns? Options: Owner / CEO, Operations Manager, CFO / Finance, Procurement, Safety / Compliance, Site Manager, Other
      • How quickly does your organization typically expect to complete a commercial decision for a supplier change (timeline in days)? Options: <7 days, 7–14 days, 15–30 days, 31–60 days, >60 days
      • What single metric would convince your primary decision-maker to move forward (e.g., X¢ delivered savings, <Y% runouts, Z% on-time)?
      • Who internally is most skeptical about switching suppliers, and what is their main worry?

      Are You Sure Your Numbers Are Telling the Whole Story?

      • How do you currently calculate your 'delivered price per gallon'—what’s included and what’s usually missed? Options: Invoice only, Invoice + delivery fees, Invoice + emergency premiums, Invoice + terminal access / fees, We don’t have a consistent method
      • Do you have ready access to historical delivery performance data from your current supplier (on-time %, ETA accuracy, runouts)? Options: Yes — detailed reports, Some high-level data, No — nothing available, We collect it internally
      • When you reconcile delivered price vs. rack or competitor offers, what discrepancies have surprised you most?
      • How comfortable are you sharing recent invoices, rack confirmations, or delivery logs for a side-by-side analysis during a trial? Options: Very comfortable, Somewhat comfortable, Prefer redacted data, Not comfortable
      • If we suggested a simple template for delivered-price reconciliation, who would need to sign off to share those documents? Options: Owner / Principal, CFO / Finance, Operations Manager, Legal, No sign-off needed, Other

      What Would Perfect Reliability Actually Feel Like?

      • Imagine you never had an unexpected runout again — how would day-to-day operations and stress levels change?
      • What are the minimum acceptable KPIs for a 90‑day trial that would make you comfortable expanding volume to a full contract? Options: On-time ≥ 95%, Runouts ≤ 1 per 90 days per site, Delivered price within X¢ of benchmark, Emergency response ≤ 2 hours, Safety incidents = 0
      • Which success signals should we include in daily/weekly dashboards for you to feel informed (pick up to 4)? Options: On-time %, Tank level telemetry, Runout incidents, Delivered price reconciliation, Emergency dispatch times, Driver safety events, Customer feedback
      • How do you prefer to receive trial performance updates—dashboards, weekly calls, text alerts for exceptions, or another cadence? Options: Real-time dashboard, Daily summary email, Weekly review call, Immediate SMS for exceptions, Ad-hoc meetings
      • What would feel like a dealbreaker during the trial that would stop you from converting to a full supply agreement? Options: Repeated runouts, Hidden pricing / reconciliation gaps, Safety violations, Poor communication/local support, Failure to meet SLAs

      Contingencies, Safety, and Who’s Watching the Tanks

      • If a terminal allocation, refinery outage, or weather event reduced supply, how confident are you that your current supplier would protect your deliveries? Options: Very confident, Somewhat confident, Not confident, Never considered this
      • What safety, QA, or regulatory documents do you require before a truck can work on-site (insurance, COI, HAZMAT, fuel quality certificates)? Options: Certificate of Insurance, Driver qualification files, Fuel quality/QA certificate, MSDS/technical data sheets, Meter calibration records, None / site handles
      • Have you experienced fuel contamination, meter discrepancies, or safety incidents in the last 3 years? If yes, what happened and what was the cost/impact? Options: No incidents, Contamination, Meter disagreement, Spill / environmental, Other
      • What telemetry, meter calibration, or remote-monitoring capabilities do you currently have or want during a trial? Options: Smart tank gauges, Basic level sensors, No telemetry, Third-party monitoring, Driver delivery confirmation photos
      • Who on your team handles safety escalations after hours and what’s the fastest way to reach them?

      Trial Commitment: What Would Make You Confident to Move Forward?

      • What is the smallest, low-risk scope you’d accept for a 90‑day proof-of-performance (number of sites, volumes, or fuel grades)? Options: Single site pilot, Top 2 high-volume sites, Cluster of nearby sites (3–5), All locations in a region, Other
      • Which commercial terms would you need pre-agreed before starting the trial (pricing formula, credit terms, termination rights, allocation clauses)? Options: Pricing formula, Trial pricing guarantee, Credit terms, Trial termination clause, Allocation protection, None required
      • What reports or documentation would you require at trial close to sign off (final KPI reconciliation, exception log, safety record, invoice audit)? Options: KPI reconciliation, Exception log, Safety incident report, Invoice audit / price reconciliation, Customer satisfaction survey
      • How would you like customer feedback captured during the trial so it’s actionable for both ops and commercial teams? Options: Short post-delivery survey, Weekly voice check-ins, On-site visit and interview, Text/photo incident reporting, Dedicated Slack/WhatsApp channel
      • If we deliver against the agreed metrics, who on your side will be empowered to approve a full rollout and what will they need to see?
    4. Validation Checklist

      Verify trial KPIs against success signals, document exceptions, and agree next steps to scale or remediate.

      Validation Questions

      Start Here — tell us the situation in one short story

      • Quickly describe the location(s) you're evaluating for new fuel supply (address, business type: gas station, fleet yard, hospital, marina, etc.).
      • Who currently handles your fuel purchasing and day-to-day scheduling? Options: Owner/Operator, Fleet Manager, Facilities Manager, Third-party procurement, Dedicated fuel buyer, Other
      • Which fuel grades and approximate average monthly gallons do you consume at each site?
      • What is your typical delivery cadence across these sites (if varied, note site-specific cadence)? Options: Daily, Multiple times/week, Weekly, Bi-weekly, Monthly, On-demand
      • When did you last experience a missed delivery or runout? Give a brief account of what happened and who had to act.

      When Deliveries Fail — what's the real cost?

      • You described a missed delivery — beyond the invoice, how much did that event actually cost you (dollars, time, or lost business)? Options: <$500, $500–$1,999, $2,000–$9,999, $10,000+, Prefer not to say
      • Which immediate operational impacts did the failure cause? Select everything that applied. Options: Station downtime / lost customers, Idle trucks / delayed routes, Manual reallocation of staff, Customer or patient impact, Regulatory / safety incident, Reputational complaints, Other
      • How did your customers, drivers, or end-users react? Describe any feedback, complaints, or behavior changes you observed.
      • How long did it take to restore normal operations and what workaround did you use? Options: Same day, 1–2 days, 3–7 days, More than a week, Still unresolved
      • Looking back, what early warning signs—technical or human—were present before this failure?

      Where the money quietly slips away

      • Are you unknowingly overpaying for the most important gallons when you add up rack, transport, and emergency costs? Options: Yes — likely, Possibly — unsure, No — confident in pricing, Prefer not to say
      • How do you currently calculate delivered price per gallon — do you include terminal fees, transport, emergency premiums, and taxes? Options: Yes — all included, Partial (some items included), No — we use invoiced line only, Not sure
      • Compared to your current supplier, which benchmark matters most when evaluating a new distributor? Options: Nearest terminal rack price, Regional average rack, Delivered price last 90 days, Total cost including emergency buys, Other
      • Please describe or paste the main pricing components you see on a typical invoice (rack, fuel cost, transport, fees, taxes, other).
      • How transparent has your supplier been about terminal access, allocation risk, and surcharge mechanics during tight markets? Options: Very transparent, Somewhat transparent, Not transparent, Supplier refuses to disclose
      • If a new supplier improved delivery reliability but only saved 2–5¢/gal, how likely would you be to switch? Options: Very likely, Somewhat likely, Unlikely without guarantees, Not at all

      Who's actually making the call?

      • What if the person who must sign off isn't at the table today — who are they and what matters most to them?
      • Who must sign the final supply agreement? List names, roles, and decision authority.
      • Which stakeholders must be satisfied during a 90‑day trial? Select all that apply. Options: Owner / CEO, Operations Manager, Fleet Manager, Facilities Manager, Procurement, Finance / CFO, Safety / Compliance, Local Site Manager, Other
      • What primary concerns will each stakeholder raise (brief mapping by role)?
      • What is your internal approval timeline for onboarding a new fuel supplier? Options: Immediate (days), 1–2 weeks, 2–6 weeks, 1–3 months, More than 3 months
      • Has someone vetoed a supplier switch before? If so, why and what would have removed that objection?

      Imagine zero runouts — what would change?

      • Imagine your busiest day and zero risk of running dry — what would that change in how you run the site or routes?
      • Which outcomes would you pick as the most meaningful success signals after a trial? (pick up to three) Options: On-time delivery %, Zero runouts, Delivered $/gal improvement vs current, Reduced emergency purchases, Improved safety record, Simpler billing / reconciliation, Faster local response
      • What numeric targets would make those outcomes convincing (e.g., on-time %, runouts per 90 days, $/gal saved)?
      • If those targets were met, how would you change staffing, routing, pricing, or vendor strategy?
      • Which single metric would make you expand beyond the trial without further negotiation? Options: Delivered price per gallon, On-time delivery rate, Number of runouts avoided, Safety/compliance record, Local account management responsiveness, Other

      What's an acceptable experiment?

      • What would make a 90‑day trial impossible to say no to from your side?
      • Are you willing to run a 90‑day trial at one or multiple sites? Options: Single site trial, Multiple site trial, Unsure, Not willing
      • Which KPIs do you want reported weekly versus monthly during the trial? Select all that should be tracked. Options: On-time %, Runout incidents, Delivered price reconciliation, Emergency response times, Safety incidents, Telemetry / tank reads, Customer feedback
      • What acceptance criteria will you apply at trial end to call it a pass (be specific: numbers, behaviors, and evidence)?
      • What internal resources can you commit during the trial (tank access, meter reads, local staff time, payment terms)? Select all you can provide. Options: Provide tank access, Share meter calibration records, Assign local point of contact, Share telemetry data, Allow spot inspections, Other
      • If KPIs fall short, what remediation steps would you consider acceptable (operational fixes, price concessions, escalation path)?

      Hidden blockers — what are we ignoring?

      • What have your teams silently accepted as ‘just how it is’ that could sabotage a supplier change?
      • Have you experienced terminal allocation or supply curtailments before? If yes, describe the impact. Options: Yes — significant impact, Yes — minor impact, No, Not sure
      • Do you have any contractual obligations to your current supplier (exclusivity, minimum volumes, notice periods)? Options: Yes — exclusivity / min volumes, Yes — notice period only, No contractual obligations, Not sure
      • Are there site-specific constraints that could block deliveries (tank size, meter type, restricted access hours, security)? Describe them.
      • How complete and accurate are your records for tank capacities, scheduled deliveries, and recent runouts? Options: Complete and digitized, Partial records, Mostly manual / tribal knowledge, We don't track regularly
      • How will pricing reconciliation and disputes be handled during the trial operationally? Options: Seller handles reconciliation, Buyer performs and disputes, Shared process with defined SLA, Not decided yet
      • What safety, insurance, or compliance items must be confirmed before we make the first delivery? Options: Insurance certificates, Driver safety records, Hazmat training records, Site safety plan, Tank inspection records, Other

      Can we operationalize this without pain?

      • If we committed today, what's the single simplest thing that could still block the first delivery?
      • Do you have remote telemetry or tank sensors we can integrate or monitor? Options: Yes — integrated to a system, Yes — sensor only, not integrated, No — manual readings only, Planning to install soon
      • Who will be the day‑of‑delivery contact (name, role, preferred contact method) for handling exceptions?
      • Which terminal(s) are nearest or most reasonable for your deliveries and do you currently have access rights at them? Options: Terminal A (closest), Terminal B, Terminal C, Multiple terminals, Don't know / need help identifying
      • What delivery windows avoid disrupting your customers or operations? Select all that apply. Options: Night (10pm–6am), Early morning (4am–8am), Daytime (8am–4pm), Evening (4pm–10pm), Flexible / any time
      • Are there local dispatch or municipal restrictions (curfews, restricted routes, environmental limits) we should factor in?
      • Operationally, what would success look like in the first 30 days (deliveries made, reports shared, issues resolved)?
  7. Success

    Review outcomes, confirm sustained supply continuity and savings, and maintain a shared channel for issues and continuous improvement.

    Success Reviews

    • Outcomes Review & Validation
    • Supply Continuity & Risk Review
    • Savings & Pricing Reconciliation Review
    • Continuous Improvement & Shared Channel Setup
    • Scale & Renewal Planning (Executive Sign-off)

    Issues & Enhancements

    • Agree on escalation SLAs and owners to reduce time-to-resolution for operational issues.
    • One-sentence Current State
    • Confirm that terminal allocations and route redundancy meet the customer's continuity requirements.
    • Demonstrate, via simulation and evidence from the trial, that continuity holds under realistic disruption scenarios.
    • Agree on any adjustments to allocations, dispatch rules, or escalation SLAs and assign owners.
    • Publish an updated Contingency Playbook with confirmed terminal allocations and escalation matrix.
    • Configure dispatch to reserve required backup trucks and confirm weekly capacity checks with operations.
    • Set telemetry alert thresholds and notification routing in the shared channel for immediate incident visibility.
    • One-sentence Current Pricing State
    • Validate and document the true delivered-price savings achieved during the trial.
    • Resolve any invoice discrepancies with clear adjustments and owners.
    • Establish recurring pricing reconciliation cadence and governance to prevent future disputes.
    • Deliver a Final Pricing Reconciliation Package including raw delivery logs, invoice samples, and benchmark calculations.
    • Apply agreed invoice adjustments and publish a corrected statement of savings.
    • Schedule recurring monthly pricing reconciliation meetings and name the customer and seller owners.
    • Current Communications State (one sentence)
    • Implement a shared, persistent communication channel for incidents and continuous improvement.
    • Introductions & Objectives
    • Create a prioritized improvement backlog with clear owners, metrics, and timelines.
    • Create and provision the shared channel, add named stakeholders, and publish usage and escalation guidelines.
    • Publish the first operational dashboard with access for customer and seller and schedule weekly ops reviews.
    • Capture the top three improvement initiatives, assign owners, and publish 30/60/90 day targets.
    • Executive Summary (one sentence)
    • Obtain executive approval to scale or renew based on validated trial outcomes.
    • Finalize and document commercial and legal terms for the expanded scope.
    • Agree an actionable rollout timeline and resource commitments to operationalize the scale decision.
    • Execute contract amendment or new master agreement reflecting agreed commercial terms.
    • Schedule and resource the rollout kickoff and assign a PM to own the implementation plan.
    • Publish a signed decision memo and notify operational teams to begin onboarding additional sites.
    • Ensure the customer and seller share a single, precise statement of current trial outcomes.
    • Quantify the monetary and operational consequences of any gaps found in the trial.
    • Obtain explicit validation for each success signal and a clear decision to scale, remediate, or extend the trial.
    • Document exceptions with assigned owners and timelines for remediation if KPIs are unmet.
    • Deliver a final Trial Results Report summarizing KPIs, reconciled invoicing, exceptions, and recommended decision (scale/remediate/extend).
    • Assign remediation owners and deadlines for each exception identified and publish to the shared channel.
    • Customer to provide formal acceptance or list of outstanding objections for legal/commercial follow-up.
    • If scaling: schedule rollout kickoff with resources and timeline within 10 business days.
    • Impact of Past Disruptions
    • Quantified Savings Summary
    • Current State (one sentence)
    • Shared Channel & Access
    • Trial Outcome Highlights
    • Escalation Matrix & SLAs
    • Consequence Summary
    • Invoice vs Delivered Reconciliation
    • Terminal & Allocation Status
    • Commercial Terms for Scale
    • Pricing Formula & Fees Clarification
    • Fleet & Route Redundancy
    • Future State Definition
    • Dashboard & Reporting Cadence
    • Risk, SLA & Liability Review
    • Decision & Sign-off
    • Ongoing Pricing Governance
    • Live Metrics Review
    • Continuous Improvement Backlog
    • Contingency Playbook Review
    • Governance Rhythm
    • What-if Simulation
    • Rollout Timeline & Resourcing
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