Every Forgotten Follow-Up is a Client You Lose.
I build follow-up systems that do the work for you. Every inquiry captured. Every client nurtured.
30 minutes. No pitch, just a conversation on where things are slipping.Who I Work With
My clients run service businesses in real estate, mortgage brokerage, trades, and home services.
What they have in common: leads falling through the cracks and follow-up that never happens. If that resonates, we should talk.
Does This Sound Familiar?
When you're busy running your business, following up on clients and new inquiries is usually the first thing to slip.
And every time a follow-up is forgotten, that's a potential client going to someone else.
Whether you're in real estate, mortgage brokerage, or home services, the pattern is the same.
Leads go cold. Past clients go quiet. And opportunities slip through the cracks.
How I Can Help Your Business
The Challenge
Follow-Ups Get Forgotten. Leads Go Cold.
You get a new inquiry.
It goes into your notes, your email, or somewhere you can no longer find.
The inquiry is buried and the potential client is lost.
Opportunities are Scattered. Nothing is Visible.
Your opportunities are scattered across emails, notes, and spreadsheets.
You can't remember which inquiries are ready to close, who you've talked to, or what the next step is.
No Client Nurturing, No Repeat Business.
You close the deal. Communication stops. Clients fade away because they don’t hear from you anymore.
So you keep chasing new clients, instead of growing the ones you already won.
The Solution
Every Inquiry Followed Up, Every Time.
I set up a system that captures every inquiry in one place, organizes it, and automatically reminds you to get back to your potential client on time.
Nothing falls through the cracks and more leads become clients.
Every Opportunity Tracked & Visible
I set up a system where every inquiry and opportunity are organized in one place. All details are included and up-to-date, regardless of who among your team spoke with the potential client.
Your data is centralized. You always know where you stand, and what needs attention.
Clients Stay Engaged & Come Back
I set up a system that allows for automated nurturing so past clients stay connected and engaged after the sale.
They remember you, trust you, and naturally come back for repeat business and referrals.
How It Works
1. Discovery Call - 30 minutes, Free
You tell me what's happening in your business — where things feel disorganized, what's slipping, where clients seem to go quiet. 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, where leads and clients are slipping away, 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 $1,000
I set up a system that directly addresses your current gaps, whether that’s organizing your inquiries in a centralized place, automating your follow-up, or setting up a process that nurtures your existing clients. Your team gets trained on how to use it, and you're not left figuring it out alone.
The system runs on a platform that has a free plan, which works for most small businesses. If your specific requirements need a paid plan (runs about $20/month per user), I will let you know before we start.
A one-time investment that pays for itself the first time a potential client doesn't slip away.
The Story Behind the Work
You didn't start your business to chase leads and manage spreadsheets.
But that's where a lot of service business owners end up, and it's exactly where things start slipping.
I know because I lived it. I spent 15 years building and running my own business. I know the pressure of keeping clients happy, staying on top of follow-up, and trying to grow, all at the same time.
Discovering the right systems changed everything for me. When follow-up became automatic and I could always see who needed attention and what came next, I could finally focus on the work that actually mattered.
That's what I build for the businesses I work with. Especially for service businesses where you're the one doing the selling, the delivering, and the following up — all at once.
I'm Patricia Celis. I'm based in Calgary, originally from the Philippines, and I genuinely care about the people I work with. I take time to understand your real situation before recommending anything, and I stay involved until the system is working for you.
Patricia Celis
Founder, Celis Advisory
Ready to stop losing clients?
Book a free 30-minute discovery call.
No pitch, just a conversation about what's slipping through the cracks.