Questionnaire

Cost Awareness & Priorities

1. Which areas of your business operations feel most costly today? (Packaging, Ag inputs, Labor, Transportation/Fuel, Utilities/Refrigeration, General Supplies, Other)(Required)

2. Over the past 12 months, which costs have risen the fastest?

3. Do you actively benchmark supplier pricing against alternatives? (Yes/No)

Vendor & Procurement Practices

4. How often do you renegotiate vendor contracts? (Annually, 2–3 years, Only with issues, Rarely/Never)(Required)

5. Do you maintain a formal Approved Vendor List (AVL) with compliance documentation (insurance, W9s, contracts)? (Yes – regularly, Yes – inconsistent, No)

6. What challenges have you experienced with vendors? (Pricing, Quality, Delivery, Communication, Other)

Purchasing Platform & Controls

7. Do you currently have formal purchasing policies (approval limits, workflows, segregation of duties)? (Yes – enforced, Some – inconsistent, None)(Required)

8. What tools do you use to manage purchasing and spend visibility? (ERP, E-procurement, Spreadsheets, None)

9. How valuable would real-time dashboards (spend by category, vendor, department) be for your leadership team? (Very, Somewhat, Not priority)

Insurance Exposure & Risk Management

10. What types of insurance represent your highest spend? (GL, WC, Auto/Fleet, Property, Other)

11. Do you have formal safety programs for fleet/auto operations and employee safety? (Yes/No for each)

12. When was the last time you conducted an insurance exposure review (policies, coverage, replacement values)? (≤12mo, 1–3 yrs, >3 yrs, Never)

Strategic Vision & Priorities

13. What are your top 3 business goals in the next two years? (Cost reduction, Efficiency, Risk mitigation, Expansion, Other)(Required)

14. If you could achieve one measurable improvement this year (cost, efficiency, or risk reduction), what would it be?

15. How important would it be to partner with a firm that provides: Verified savings, Purchasing platform design, Vendor compliance & scorecards, Risk reduction for insurance, Continuous improvement roadmap?

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