Transform the way you work with The Efficiency Matrix Clickup template

Sound like you?

  • Struggling to keep track of everything

  • Drowning in uncoordinated projects and tasks

  • Starving for a simpler, more organized approach to biz & client management

  • Itching for a system that evolves WITH you so you’re not constantly reinventing the wheel

  • Praying for peace and a less stressful workload

What if there was a way to organize everything into one efficient system?

Includes detailed video walkthroughs

The Efficiency Matrix has entered the chat.

Say hello to a template you’ll ACTUALLY use.

The elements in this template are ones that me and my clients actually use on a daily basis.

If you’ve been looking for a template that is both buildable, intuitive, AND comprehensive, you’ve found it.

*this template is perfect for solopreneurs or service providers with small teams. I recommend upgrading your account to fully take advantage of the features within it.

Here’s the lowdown on each space:

Each area is thoughtfully designed, easy to get started with, ready to tweak to perfection, and built to grow alongside you.

  • HQ: Your Business Command Center
    Navigate your higher level operations in one space. Covering Finances, Human Resources, a CRM, Resources, and Internal Projects & Marketing, this is a CEO’s dream space. Organized and optimized to perfection.

  • Fulfillment: Streamlining Client Success
    Master the art of client management with a space to both manage clients and client tasks. Created with scalability and clarity in mind.

  • Template Library: Your New Favorite Place
    Templates make life easier. By having a dedicated place to store templates for your workspace, you can update and save to your heart’s content without disrupting anything else. I especially love this for easily creating new client folders with templates for the deliverables for each of my services.

What’s included:

A comprehensive ClickUp template (available immediately upon purchase) + 40 minutes worth of detailed video walkthroughs that break down of each section and my insight on how you should utilize the template for maximum efficiency.