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Welcome to the LTI Member Experience
This exclusive area is designed to support your ongoing journey toward clarity, control, and sustainable business growth. As a member, you gain access to proven tools, expert guidance, and strategic resources built to strengthen your Operations, Human Resources, and Finance foundations all in one place.
Product Templates
30-Day New Hire Onboarding Checklist
A simple checklist covering admin tasks, training, and expectations for a new hire’s first 30 days. Sets a professional tone without overwhelming your team.
DownloadDaily / Weekly / Monthly Operations Checklist
A simple breakdown of daily, weekly, and monthly operational responsibilities to help you stay organized and consistent. Ideal for creating structure without adding complexity.
DownloadStandard Operating Procedure Starter Template
An easy-to-use SOP template that walks you through defining the purpose, scope, steps, and owner of a process. Designed to help you start thinking in systems—without overengineering.
DownloadMeeting Agenda Template
A ready-to-use meeting format for weekly leadership or team meetings that keeps discussions focused, productive, and action-oriented. A small change that delivers immediate results.
DownloadDelegation Worksheet
A practical worksheet to map tasks to owners, outcomes, deadlines, and KPIs—so work stops bottlenecking with you. Great for business owners ready to let go without losing control.
DownloadGeneral Job Description Template
A clean, structured job description outline that helps you clearly define roles, responsibilities, and expectations. Perfect for hiring with intention instead of urgency.
DownloadInterview Scorecard
An objective interview evaluation tool that balances skills, culture fit, and accountability. Helps remove guesswork from hiring decisions and creates consistency across interviews.
DownloadEmployee Performance Check-in Template
A lightweight template for monthly or quarterly performance conversations focused on progress, alignment, and growth. A strong starting point for building real performance systems.
DownloadResponsibility Matrix (RACI)
A high-level responsibility matrix that clarifies who owns what across your team. Quickly exposes role confusion and accountability gaps.
DownloadMonthly Financial Review Checklist
A straightforward checklist outlining what to review each month in your P&L, cash flow, and AR/AP. Built for business owners who want insight without needing to be financial experts.
DownloadBasic Finance KPI Tracker
A simplified tracker for the five most important business metrics—revenue, margin, cash, labor, and utilization. Designed to make numbers understandable and actionable.
DownloadPricing & Margin Awareness Worksheet
A guided worksheet that breaks down costs, pricing, and margins so you can clearly see where profit is being made—or lost. Eye-opening and easy to use.
DownloadExpense Review Worksheet
A tool to categorize and review fixed and variable expenses, helping identify immediate cost-saving opportunities. Great for creating smarter spending habits.
Download"How we operate" Template
A concise one-pager outlining your mission, values, and expectations for how work gets done. Helps align teams and reinforce consistency, inspired by EOS-style thinking.
Download90-Day Focus Planner
A quarterly planning tool that helps you define priorities, initiatives, and accountability over the next 90 days. Bridges strategy into execution and sets the stage for sustained momentum.
DownloadStill Have Questions?
If you need help navigating the templates or want to book personal support, our team is here to help — just reach out through the support button.
Transform complexity into confidence — welcome to the LTI Member Experience.Quarterly Workshops & Deep Dives
Get access to training sessions, masterclasses, and expert roundtables to accelerate progress.