An operational due diligence template is used to review the operations of a business: customer patterns, competitors, business marketing and analysis, and perception. This uses the response set Done-In Progress-Not Applicable for each item.
Digitalize this paper form now
Register for free on lumiformapp.com and conduct inspections via our mobile app
Compare the number of first-time buyers compared to repeat customers.
Determine peak purchasing times.
Find out what the popular items or services are.
Learn what the popular price points are.
Study the business’s marketing
Look at past and current marketing tactics.
Review the business’s previous sales and discounts, along with how well the promotions did.
Go over how much the business spends on marketing and calculate the ROI.
Learn the results of past marketing efforts.
Conduct a market analysis
Research the demographics of the surrounding area and the business’s target customers.
Study the geographic economic outlook.
Find out who are the business’s competitors.
Find out how people perceive the business
Learn what customers and potential customers, suppliers, and lenders think about the business.
Research industry trends
Find out if the business’s industry is growing or slowing.
Research profit margins for the industry.
Learn more about the business’s competitors
Look at each competitor’s strengths and weaknesses.
Compare the competitor’s products, costs, and earnings to those of the business you want to acquire.
Determine any threats competitors pose to the business.
Find out how much market share each competitor holds.
Conducted by: (Name and Signature)
Please note that this checklist template is a hypothetical example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.
Please, finish the registration to access the content of the checklist.