Due Diligence - Professional Services

Description

This template presents a checklist of core due diligence questions specific to professional services organizations or functions. It gathers documentation around service offerings, time-to-implement, integration with third-party systems, go-live processes, and internal collaboration. Each item is prioritized and tracked for completion, with document upload and notes sections built in for review and collaboration.

A live completion tracker badge offers a clear snapshot of readiness, and visual cues (colors and locked cells) highlight urgency and prevent accidental edits.

Key Data Stored

• Service Offerings – Description of standardized and custom services, including pricing structure
• Implementation Process – Go-live playbooks, implementation timelines, influencing factors
• Integration Practices – Strategy for connecting to external platforms and handling customization requests
• Team Structure – Organizational hierarchy, interaction with other departments, and team responsibilities
• Training Materials – Sample client training materials or links to online training platforms
• Document Upload Fields – Attachments for supporting documentation per line item
• Priority Levels – Marked as High, Medium, or Low for each checklist entry
• Completion Status – Tracks whether each item is Completed, Incomplete, or Not Applicable
• Internal Notes – Optional space for commentary and clarifications
• Progress Badge – Calculates total completion percentage for all items

Business Use Cases

• M&A Readiness – Provides acquirers with a clear picture of how services are defined, priced, and delivered
• Operational Reviews – Helps leadership audit service delivery models and improve standardization
• Investor Transparency – Equips stakeholders with a detailed understanding of delivery capabilities
• Cross-Functional Alignment – Facilitates collaboration between sales, product, engineering, and support teams
• Customer Success Audits – Ensures readiness in training, implementation, and ongoing support practices

Why This Template is Powerful

• Service-Focused Due Diligence – Tailored to highlight delivery processes, resource coordination, and integration readiness
• Clarity for Stakeholders – Visual indicators and structured fields make review faster and clearer
• Built for Collaboration – Encourages input from implementation, product, support, and leadership teams
• Audit & Review Ready – Easily exportable or referenceable in data rooms and diligence reports
• Improves Process Visibility – Tracks what’s standardized, what’s customized, and what needs improvement

This template ensures professional services processes are fully documented, prioritized, and tracked—enabling operational clarity and investor confidence.