Smartsheet Consulting,
Training & Custom Tools
Built for teams already in Smartsheet — or actively rolling it out. Every engagement is scoped around your environment, not a generic playbook.
Buy Consulting Time, Use It When You Need It
Purchase a block of consulting hours upfront. Use them on any Smartsheet project — builds, troubleshooting, strategy, or rollout planning. Hours don't expire within 90 days. No minimums beyond the initial block.
Try Us Out
One defined problem, occasional cleanup, or a first engagement to see if we're the right fit.
Typical use: New sheet builds, one-off troubleshooting, automation setup
Mid-Scope Engagement
Best for typical projects — workflow redesigns, multi-sheet builds, or team onboarding support.
Typical use: Workflow redesigns, automation setup, team scaling support
Deep Engagement
Multi-sheet builds, larger rollouts, or ongoing build-out with dedicated consultant attention.
Typical use: Full PMO builds, cross-team rollups, large-scale migrations
See exact pricing on the Pricing page →
Ongoing Smartsheet Support — On Your Schedule
A dedicated block of hours each month with priority access. Best for teams that need continuous Smartsheet development, optimization, or advisory without re-engaging each time.
Essentials
10 hours/month. Priority email response, monthly working session, end-of-month delivery summary.
Best for: Teams with steady but moderate ongoing needs
Standard Most Popular
20 hours/month. Everything in Essentials, plus quarterly roadmap review and a direct line to your named consultant.
Best for: Active rollouts and teams scaling their Smartsheet environment
Strategic
40 hours/month. Guaranteed capacity, two named consultants, and optional onsite quarterly review.
Best for: Enterprise teams running Smartsheet as a core operations platform
One Project, One Engagement
Have a specific Smartsheet project — a build, a fix, a migration — but don't need ongoing support? We scope it, quote it upfront, and deliver against fixed pricing. No surprises.
What's Included
Any consulting work — sheet and dashboard builds, formulas and automations, workflow redesign, troubleshooting, audits, strategy sessions, and team training.
- ✓Fixed price agreed before work begins
- ✓No hidden overages or scope creep billing
- ✓Larger projects can be split 50/50
- ✓Free scoping call to determine final price
Typical Project Ranges
Private Smartsheet Training — By Invitation
For individuals or small groups who need hands-on, personalized Smartsheet training tailored to their specific role and environment. Sessions are scheduled directly, scoped in advance, and limited to a small number of participants at a time.
Single Session
One 90-minute focused session. You bring the problem, we solve it together. Session recording included.
Book a Session4-Session Program
4 × 90-minute sessions over 4–6 weeks. Workbook and reference materials included. Build a working skill set.
Book Program8-Session Intensive
8 × 90-minute sessions over 8–10 weeks. Capstone project review and deep platform fluency.
Book IntensiveNew Project Intake Training for Leaders
When a leader takes ownership of a new project inside Smartsheet, the first 30 days set the trajectory for everything that follows. This training module is built around that exact transition — how to take intake, structure work, and establish visibility from day one.
Planned pricing: Self-paced module $497 · Cohort with live QA $997
Frequently Asked Questions
Tell Us Where Smartsheet Is Slowing Your Team Down
Fill this out and we'll map your current setup and show you exactly where we can tighten it — no pitch, just a clear next step. We usually reply within one business day.