Playbooks, diligence workbooks, task plans, and field checklists built by an IT leader who ran acquisitions across the United States, Canada, and Mexico with zero business disruption. Buy once, use on your own deals and client engagements.
The method, the scoring workbook, and the integration plan. Each stands alone; they are built to pair.
Nine diligence domains, risk scoring, the information request list and interview guide, and the Day 1 through Year 2 integration sequence with exit gates.
The Excel system behind the Playbook. Score a target's IT in a working session and hand the deal team a ranked, color-coded view of the risk.
48 dependency-linked tasks from two weeks before close through Day 1, the first 100 days, and the year after. Enter your close date and every task dates itself. Import-ready for Asana, Monday.com, Smartsheet, or ClickUp, and usable with no project tool at all.
Learn the nine domains, what a red flag looks like in each, and how the 90-day integration is sequenced. Every other product points back to it.
Work the information request list, score each risk, and let the heat map rank what matters. The output is the deal team's IT adjustment.
Import 48 dated, owned tasks into your project tool. The first pre-close task loads the Toolkit's red and amber findings straight into the plan.
SOP Edition. 123 step-by-step procedures across every IT domain at a site, with first-visit, monthly, quarterly, and annual cadences, IF/THEN decision rules, and pass criteria on every step. The scorecard edition adds an Excel workbook that grades the site itself; one failed critical item caps the grade.
The three-offer architecture, rate math, the 30-day launch, the go-to-market engine, the engagement operating system, and running the business. The Companion Toolkit edition adds the twelve working files the manual refers to.
Checkout runs on Stripe. When payment completes you land on a download page, and the same link is in your receipt email. Erie Technology Services never sees or stores your card details.
Yes. The license covers your own work, your employer's, and your clients'. You may adapt the templates per engagement. You may not resell, redistribute, or repackage them. Firm-wide licensing is available separately.
Asana, Monday.com, Smartsheet, and ClickUp each get their own import file and numbered procedure. Anything else that imports CSV works from the Asana file with a column mapping. With no project tool, the Excel workbook is the plan on its own.
No. Each stands alone. The Playbook explains the reasoning; the others carry section references back to it.
No. One-time purchase. Materially revised products are sent to existing purchasers at no cost.
These are digital downloads delivered in full, so sales are final once delivered, with three exceptions where I issue a full refund:
Email eric@erietechnologyservices.com within 14 days of purchase with your order number. Please contact me before filing a chargeback; most issues are a delivery problem I can fix in minutes. Where local law grants a mandatory right of withdrawal for digital content, that right applies regardless of this policy.
