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Business Operations Essentials Package

Business Operations Essentials Package

Excluding Sales Tax

Approximately 20% of businesses fail in the first two years according to


Be a part of the other 80% by accessing the 8 essential tools, templates, and toolkits you need to run a more structured, organized, and profitable business. 


Who this package is for:

1. Any business with a team (not optimal for solopreneurs)

2. You have tried things your way with little to no success

3. You have a "doer" on your team. Someone who will take these templates and begin to customize them for your business!


What's Included:


  1. SOP DIY Toolkit w/ instructional video - learn how to document your business procedures to drive consistency and maintain organizational knowledge 
  2. Policy Template - empower your team to make decisions to meet business standards
  3. Root Cause Analysis Toolkit - uncover the root cause of adverse events (e.g., falls, turnover rate, and brainstorm solution ideas)
  4. Team Meeting Agenda Template - get ahead of barriers to success by implementing routine meetings aimed at driving accountability, providing/receiving information, exchanging best practices, learn of challenges
  5. Team Huddle Agenda Template- check-in with your team, find out what their priorities are, allocate resources where needed, learn of barriers to success, and course correct where needed
  6. New Hire Onboarding + Orientation Plan Template - "wow" your new hires and reduce overwhelm among your staff with this fully customizable plan (Excel file + ClickUp template)
  7. PLUS 2 free tools to help you prioritize your day and communicate more effectively


  • End-user License Agreement

    This end-user License Agreement is a legal agreement between you and The Leo Process that covers all templates and tools, include ClickUP tool built by The Leo Process. 

    By downloading, copying, accessing, or otherwise using any of the templates included in this package, you agree to abide by the following terms:

    • You may NOT sell, resell, license, rent, lease, lend or otherwise transfer for value without written permission of The Leo Process 
    • You may NOT distribute, publish to an online gallery, host on a website, or place on any server in a way that makes it available to the general public. 

    Reservation of Rights:

    All title and copyrights in and to the tools and templates are owned by The Leo Process. All rights not expressly granted are reserved by The Leo Process. 


    For more information and specific permissions for your case, please contact us at

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