Kreilkamp Site Visit — Priority Discovery Hotlist

For Tim PRINCIPAL

Tim has set the strategic frame ("hire 40 drivers, Power BI needs attention all the time, empower people"). Confirm the priorities + surface what's not on paper yet.

• "Of the businesses we discussed, where would a successful pilot here most change your week-to-week?"
• whether trucking-driver-hiring is genuinely #1 priority, or there's another lane he'd swap in if asked
• "When you say Power BI 'needs attention all the time' — walk me through what that looks like on a Tuesday morning. What are you opening, what are you looking for?"
• specific recurring tasks he could offload; whether he's the one watching it or a delegate is
• "What's the worst miss your Power BI has surfaced in the last 90 days where the data was there but nobody acted in time?"
• the high-value pain story we should design alerts around
• "Who else weighs in on a 12-month decision of this size besides the people in this room?"
• silent stakeholders (son John per dossier, possibly board, possibly attorney)
• "Six months from now if this is working — what's the conversation you and I are having that we're not having today?"
• expansion-lane signal: where Phase 2 lives in his mental model

For Jeff RECRUITMENT LEAD

Jeff runs the pipeline. He'll either champion or kill this. Build trust + surface the operational reality behind what we'll be automating.

• "Walk me through what happens from the moment an application hits iRecruit until you've made a hire decision."
• manual handoffs, friction points, where leads die today
• "You use iRecruit partially per Tim — which parts are you using and which aren't working for you?"
• where the ATS falls short; whether write-back works; whether he wishes for something else entirely
• "What does your typical Monday-morning queue look like right now? How many applications + voicemails + emails are sitting from the weekend?"
• scale of the speed-to-lead problem in his actual numbers; whether he's tracking response time
• "Tell me about a great driver hire from the last year — what made that one work?"
• his quality criteria + what he weighs more heavily than the FMCSA-required fields
• "What questions do drivers ask you that surprise you, that we should make sure the AI handles or knows to escalate?"
• edge cases for the qualifying-question script; pay-negotiation patterns; pet policy; route flexibility
• "If I built a tool that handles weekend SMS for you, what tone do you want it in? Show me a recent message you sent that captures the Kreilkamp voice."
• script + voice ownership — establishes him as the brand-shaper, the AI as his executor

For Josh OPERATIONS

Josh runs ops. He cares about workflow continuity and downstream impact. Keep him informed; don't pitch him.

• "Are there ops bottlenecks that touch the hiring pipeline I should know about? Orientation cadence, dispatch handoff, truck assignment?"
• implicit hire-rate ceiling tied to ops capacity; whether the 10-hire target is even feasible given Kreilkamp's onboarding throughput
• "What other ops data live in Power BI today? Where do you wish the dashboard was smarter?"
• Phase 2 expansion lanes (dispatch alerts, equipment-utilization alerts, etc.)

For Jill CFO

Jill controls the money. She'll evaluate cost-per-hire math + pricing structure. Tactical info-gathering; pricing addendum lands by email after.

• "How does Kreilkamp currently calculate cost-per-hire for drivers? What's in the line items?"
• whether the $4K Tim quoted is fully-loaded (ads + recruiter time + screening costs) or partial; what she's including/excluding
• "What's the financial story when a driver washes out at 60 days vs stays through 12 months?"
• retention math she's already running; whether she has the data to model the back-half value of our pilot
• "How do you typically structure vendor agreements at Kreilkamp? Fixed-fee, retainer, milestone-based, performance-based?"
• her preference for the pricing-addendum shape Luke will send post-meeting

Open verification items (catch incidentally)

• Power BI tenant: is it Tim's own Microsoft 365 tenant, or a shared/contracted BI environment? (Affects how we authenticate the push-dataset API.)
• Who's the BI analyst maintaining the dashboards? Internal or external?
• iRecruit admin contact at Cost Management Services — name + email for the week-1 API call.
• The dedicated phone line for after-hours intake — does Kreilkamp have a recruiting line today, or do drivers call the main switchboard?
• What's Kreilkamp's brand voice/ethos document or example for the SMS-script reference?

Red-flag listen-fors (do NOT push past these)

• Anyone in the room — especially Jill — expressing skepticism about AI in the hiring funnel (regulatory, compliance, reputational concerns). Take it seriously, don't dismiss.
• Tim referencing the Moraine Park experience again — that's still close. Don't compare our pilot favorably to it; acknowledge the lesson and move on.
• Jeff signaling this feels like surveillance even though Tim said it isn't — watch his body language during the Power BI section.
• "Can you also build us a website / app / chatbot / customer portal?" — patron-facing AI is OUT. Restate cleanly: "we work behind staff, never in front of patrons."