JS Joint Lab Solutions
Free Spreadsheet Workflow Assessment

You're one broken spreadsheet, or one person quitting, away from a very bad week.

When a shared sheet, doc, or manual checklist is your system of record, status board, and institutional memory, every handoff leaks time and visibility. I map one workflow and show you the smallest system worth building.

✓Free. No software to buy, no obligation
✓A screen share or redacted sample is enough
✓One workflow, one concrete recommendation

Run personally by Tyson Crane, founder of Joint Lab Solutions. Practical systems, not a transformation program.

Workflow Control Report Sample output
Weekly admin drag 9.5 hrs updates, chasing & duplicate entry
Visibility gap High status lives in one head
Workflow
Requests tracked in a shared sheet, routed by email and memory.
Leak
Status, owner & next step aren't enforced in one place.
System sketch
Intake form, structured records, owner views, reminders, dashboard.
Sprint fit
Keep familiar views
One workflow only
The hidden system

The spreadsheet got you here. The uncontrolled workflow is what starts to hurt.

A spreadsheet feels free. But you're paying for it: in money that leaks out unseen, in risk you carry uninsured, and in a business that can't run without one specific person. The bill just never shows up as a line item.

Which spreadsheet would hurt the business most if it broke, got out of date, or only one person knew how to run it? If the answer is obvious, that's the workflow to fix.
What it's really costing you
Money leaking, unseena wrong formula or missed charge nobody has caught
Silent
One person's headif they leave, the process leaves with them
Fragile
One keystroke awaya dragged formula or deleted row misbids a job
Risky
What the assessment shows

A clear read on one workflow, not another dashboard to babysit.

You bring one workflow. I map how it actually runs today, find the leaks, and show what a cleaner first system looks like. If the spreadsheet is working fine, I'll say that too.

01

Current workflow map

Trigger, people, tools, statuses, handoffs, and every place the workflow relies on memory.

02

Top workflow leaks

Duplicate entry, missed follow-up, stale statuses, fragile formulas, and single-person dependencies.

03

System sketch

A before-and-after view: intake, structured records, owner views, reminders, and reporting.

04

Fit & risk read

Plain language on whether this should become a tool, stay a spreadsheet, or get cleaned up first.

05

Time & visibility estimate

A conservative read on manual steps, admin drag, and where better control could pay back.

06

Recommended next step

Do nothing, fix the process, buy a simple tool, or scope a 30-day digitization sprint.

How it works

Three steps. Most of the work is on me.

1

Show the workflow

Book a short call or share a screen, a redacted sample, or a plain-language walkthrough. Sensitive data can stay out of the first call.

2

I map the reality

We trace what starts the work, who touches it, where it gets copied, and exactly where status and visibility break down.

3

You get the call

You leave with a clear recommendation: protect the spreadsheet, improve the process, pick a lightweight tool, or run a sprint.

Strong-fit workflows

Recurring work with stages, owners, handoffs, and reporting.

Most useful when the work matters enough that someone already built a spreadsheet for it, but not enough to justify an enterprise rollout.

A

Lead & client intake

Requests, follow-up, estimates, onboarding, or account handoffs moving through repeatable stages.

B

Job & project tracking

Work orders, assignments, due dates, and status meetings held together by sheet updates.

C

Operations coordination

Scheduling, dispatch, maintenance, purchasing, inventory requests, approvals, or vendor follow-up.

D

Pipeline & case work

Recruiting, staffing, donor, grant, compliance, or case workflows with repeated decisions.

If you want to keep going

A simple 30-day digitization sprint.

Optional, and only after the assessment finds a workflow worth fixing. One workflow, built around the real process, with no lock-in.

Week 1

Workflow & data model

Confirm fields, statuses, owners, permissions, handoffs, and what starting data should move.

Week 2

Build the system

Create intake, structured records, workflow views, owner views, validations, and reporting.

Week 3

Reminders & pilot

Install handoff reminders, run real records through, collect feedback, and tune rough edges.

Week 4

Train & hand off

Document how it runs, train users, deliver the before-and-after report, name the next workflow.

Answers before you book

Straight answers.

Is the assessment really free?+
Yes. The Free Spreadsheet Workflow Assessment is conversational and low-pressure. You get a workflow map, the top leaks, and a recommendation with no obligation to continue.
What do I need to bring?+
The spreadsheet, a screen share, a redacted sample, screenshots, or a walkthrough of the process. The useful question is how the workflow really moves from start to done.
Are you replacing our spreadsheet?+
Not automatically. A good spreadsheet is a useful prototype. The assessment shows what should stay familiar and what needs more structure, ownership, reminders, or reporting.
Is my business data safe?+
A screen share, redacted sample, or walkthrough is enough for the first assessment, and sensitive client data does not need to leave your systems. Happy to sign a simple confidentiality agreement first.
Is this just Zapier automation?+
No. Automation may be part of the answer, but the core work is workflow control: intake, records, statuses, owners, handoffs, reminders, and reporting. Tools follow the workflow, not the other way around.
Who am I working with?+
Tyson Crane, founder of Joint Lab Solutions. You work with the same person start to finish. Product, operations, and software judgment, not a call center or offshore team.
The payoff

Imagine opening your phone Monday morning and just knowing.

Every number right, every deadline handled, nothing leaking, and a business that keeps running whether or not you're in the room. That isn't a spreadsheet with better formatting. It's a different company.

01

It just runs

Reminders fire on their own, the math is instant and correct, and nothing falls through. You stop being the glue holding the process together.

02

Truth at a glance

See exactly where everything stands right now, not last Tuesday. One source of truth everyone trusts, so decisions take seconds.

03

The leak becomes found money

Nothing gets under-billed, mis-calculated, or forgotten. The revenue you were quietly losing starts paying for the system itself.

04

Worth more the day you sell

A business that runs on systems is an asset a buyer pays for. One that runs on a spreadsheet is a job you own, and buyers discount it hard.

Which spreadsheet is holding your business together?

Bring the one that would create the most pain if it broke, got out of date, or only one person knew how to run it. We'll find out whether it should become a real operating system.

Book a free assessment