Workshops | Celis Advisory
Free Workshop
From Spreadsheet Chaos to Systems
A live, 75-minute session for women-led service businesses ready to grow past manual operations. Each workshop is built for clarity and actionable insights, not just more information.
Manual operations aren't a failure. They're the signal your business is ready for structure. In this workshop, you'll learn the three pillars that let a small business scale without the founder holding every piece together: Organized Information, Standardized Processes, and Connected Tools.
The next workshop is scheduled for Fall 2026. Join the list, and I'll let you know as soon as the next date is set.
From Spreadsheet Chaos to Systems: Building a Business That Runs, With or Without You.
In Their Words

What past attendees are saying

“

I really enjoyed the business assessment worksheet we worked through before and during the session. I love interactive workshops. Your presentation confirmed I'm on the right track with my systems.

CT
Christine Theriault
“

I loved the pacing, as you didn't rush through any of the information and gave everyone time to reflect. The worksheet was helpful in identifying where the work needs to be done, and I can see how step one flows into step two.

BC
Belinda C.
What to Expect

What you'll actually walk away with

This isn't a passive info session. It's built to give you something concrete for your own business, not just ideas to think about later.

Format
A focused, 75-minute live session, online, so it fits into a real workday.
Included
The Operational Gap Assessment, a personalized business assessment worksheet you complete before the session and finish live, showing exactly where your operations are ready to scale.
Outcome
Clarity on where your business is losing time, and one concrete next step for building a system instead.
Who it's for
Women-led service businesses with a team of 1 to 5 employees, ready to grow past doing everything themselves, from memory or from spreadsheets.
Is This For You?

This session is the right fit if you

Have a growing, hands-on team
You're a woman running a growing service business with a small team, and you're still closely involved in day-to-day operations.
Are ready for structure
Your team is doing more than ever, and that's exactly the signal your business is ready for systems, not a sign anything went wrong.
Have manual workarounds
Billing, client tracking, and follow-ups are held together by spreadsheets, memory, or habits that worked when you were smaller.
Are looking to scale
You want your operations to match the pace of your ambition, so growth doesn't depend on you personally holding it all together.
What I Facilitate

A clear process, every session

Each workshop walks business owners through the same three pillars of the Built-to-Run Method I use with clients: Organized Information, Standardized Processes, and Connected Tools, the foundation for scaling a business without the founder holding every piece together personally.

Pre-work
Attendees answer part of the Operational Gap Assessment before the session, then return to it and completes it live.
Structure
Content sequenced so each step visibly builds on the last, with paced room to think, not rush.
Interaction
Live polls and worksheet check-ins keep the room engaged rather than passively listening.
15
Years, 40 People

Before founding Celis Advisory, I built and scaled my own bootstrapped technology company, one that still runs successfully today, independent of me. I bring that same operational discipline into every session I facilitate.

Get in Touch

Available for workshops and speaking engagements

Whether you're planning your next event or just want to know when the next session runs, I'd love to hear from you.

Celis Advisory  |  celisadvisory.com  |  Calgary, AB