From Spreadsheet Chaos to Systems | Celis Advisory
Free Workshop

From Spreadsheet Chaos to Systems

A practical 75-minute session for women-led service businesses ready to move beyond manual operations and build a business that can grow without the founder holding every piece together.

You’ll work through the three operational pillars that make growth easier: Organized Information, Standardized Processes, and Connected Tools.

From Spreadsheet Chaos to Systems: Building a Business That Runs With or Without You
Next Live Workshop
October 23, 2026 | 2:00 PM MT
Online · 75 minutes · Free
Register here and I’ll send you the workshop link and a short pre-work exercise before the session.
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 information session. It’s designed to help you assess your own business while you’re in the room and leave with a clearer next step.

Format
A focused 75-minute live online session that fits into a real workday.
Included
The Operational Gap Assessment — a worksheet you begin before the session and finish live to identify where your operations need more structure.
Outcome
Clarity on where your business is losing time and one concrete next step for building a better system.
Who it’s for
Women running service businesses who are still closely involved in day-to-day operations and want more structure as the business grows.
Is This For You?

This session is a good fit if you

Are carrying too much yourself
You’re still the person keeping track of customers, follow-ups, information, decisions, and day-to-day details.
Know the business needs more structure
The way you work got you this far, but growth is making the cracks in your current processes easier to see.
Rely on manual workarounds
Client tracking, billing, follow-ups, handoffs, or other recurring work still lives in spreadsheets, inboxes, memory, or disconnected tools.
Want room to grow
You want to spend less time holding the operation together and more time on the work that actually requires you.
What I Facilitate

A clear process, every session

The workshop follows the same three pillars of the Built-to-Run Method I use with clients: Organized Information, Standardized Processes, and Connected Tools.

Pre-work
Complete the first part of the Operational Gap Assessment before the workshop.
Structure
Work through the three operational pillars in sequence so you can see where your biggest gap sits.
Interaction
Live polls, examples, and worksheet check-ins make this a working session rather than a lecture.
15
Years, 40 People

Before founding Celis Advisory, I built and scaled my own bootstrapped technology company to a team of about 40 people. It still runs successfully today, independent of me. I bring that same operational discipline into every workshop and client engagement.

From Spreadsheet Chaos to Systems

Ready to find the operational gaps slowing you down?

Join the free live workshop and work through your own business using the Operational Gap Assessment.

Next Live Workshop
October 23, 2026 | 2:00 PM MT
Online · 75 minutes · Free
Register below and I’ll send you the workshop link and pre-work before the session.
Celis Advisory  |  celisadvisory.com  |  Calgary, AB