transform the way you work with the efficiency matrix 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
It’s no secret - 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.
'“Why Monarch?” is a question I get asked often.
Did you know that a caterpillar has to turn into complete mush before it can become a butterfly? In raising monarch butterflies with my son, I saw this transformation firsthand and I was deeply inspired.
To evolve into our best selves, or to innovate in our work, we need to embrace a phase of reinvention to come out on the other side as a butterfly. This process isn’t always fun or easy, but it’s worth it. And if you’re here, you probably understand that too and are ready to come out on the other side.
