A Spreadsheet is Not a Growth Strategy.
Still running your business manually?
I build automated systems that do the work for you.
Less admin work. More business growth.
30 minutes. No pitch, just a conversation on where things are slipping.Who I Work With
I work with small business owners who are growing fast but don’t have the systems to keep up.
Client and contact management from memory, billing and operations in spreadsheets, follow-up only when there’s time.
If that resonates, we should talk.
Does This Sound Familiar?
You're busier than ever but it doesn't always feel like progress. More clients means more to track, more to remember, and more chances for something to slip.
You know things are falling through the cracks. You're just not always sure who, or what.
You don't have a growth problem. You have a systems problem.
How I Can Help Your Business
Less time on admin. More time on the work.
Repetitive tasks like intake forms, client onboarding, scheduling, or billings run automatically so you don't have to think about them.
No more guessing what needs attention.
Every client and every outstanding task is visible in one place.
Streamlined operations mean you start each day knowing exactly where things stand and what needs attention, without digging through emails or relying on memory.
You can grow without hiring someone just to manage the chaos.
The system handles what used to require another set of hands. The follow-ups happen. The reminders go out. The new client gets a response.
All of it runs automatically so you can manage your operations more efficiently and actually grow the business.
How It Works
1. Discovery Call - 30 minutes, Free
You tell me what's happening in your business: where things feel disorganized and what's slipping. I listen, get a clear picture of your situation, and figure out if I can help. No prep required. No commitment.
2. The Clarity Session - 90 minutes, starting at $300
I come back with the diagnosis. We go through exactly what's broken in your current setup and a clear plan on what needs to change.
Useful on its own, even if you choose not to work with me to build it.
If you decide to move forward with the System Build, the Clarity Session fee is applied toward your investment.
3. The System Build - Starting at $1,200
Most small service businesses invest between $1,200 to $2,500 depending on what's needed.
I build a system that directly addresses where your business is losing time and falling short. Whether that's getting your clients organized in one place, automating your onboarding process, or streamlining how you manage day to day operations.
Everything is built around how your business works, not a generic template you have to figure out on your own. That means the stages, labels, and processes reflect your industry, your language, and your clients. Once it's built, I make sure you know exactly how to use it.
It runs on a CRM platform that has a free plan, but most clients benefit from a low-cost paid plan (starting from $19 to $25/month per user).
I'll assess your needs upfront and recommend exactly what makes sense before anything is purchased.
A one-time investment that pays for itself the moment your business stops depending on you to remember everything.
The Story Behind the Work
You didn't start your business to manage spreadsheets.
But that's where a lot business owners end up, and it's exactly where things start slipping.
I know because I lived it. I spent 15 years in the Philippines building my own business from the ground up, and I learned firsthand what it costs when visibility fall through the cracks. Finding the right business system changed everything.
After moving to Canada, I spent 6 years in corporate, using the same automated systems at scale. Between running my own business and working inside enterprise ones, I've seen what good systems looks like at every level.
That's what I build for business owners that I work with. A CRM (customer relationship management) system customized to how your business runs, so you can stay focused on clients, growth, and the work that actually moves things forward.
I’m Patricia Celis. I’m based in Calgary, and I take the time to understand your real situation before recommending anything.
I started in small business, so I know how much is on the line. I enjoy solving problems behind the scenes and building systems that run the way they should. I stay involved until yours does.
Patricia Celis
Founder, Celis Advisory
Ready to run your business instead of letting it run you?
Book a free 30-minute discovery call.
Let’s talk about what's slipping through the cracks.