Smartsheet consulting
We rebuild your process in Smartsheet, as sheets, automations, dashboards and integrations, so the system answers the questions your meetings answer today.
From
$3,500/project
A fixed price per project. Your Smartsheet plan stays billed by Smartsheet.
Who it’s for
Your status lives in people’s heads, your handoffs go by email, and the Smartsheet you pay for is an expensive grid.
So work stalls whenever one person is out, and “where are we on this” is answered in a meeting instead of on a dashboard. We map how work really moves, then build it in.
What we build in your Smartsheet.
In your own account, documented, and yours when we’re done.
Sheets and workspaces
Designed around how work moves today, from intake to the report your leadership asks for.
Automations
Notifications, approvals and escalation rules, so nothing waits in an inbox.
Dashboards and reports
Live metrics and reports across sheets, for every level of stakeholder.
Forms and integrations
Intake forms with conditional logic, and connections to Jira, Salesforce, Slack and your other systems.
Training and support
A handover, training for your team, and support after launch, so it gets used.
Three sizes of build, each at a fixed price.
Your Smartsheet plan stays billed by Smartsheet; our fee covers the consulting, the build and the support.
Launchpad
From$3,500/project
- Up to 5 sheets, built and configured
- Notifications, alerts and row actions
- A summary dashboard with live metrics
- An intake form with conditional logic
- A handover, and 14 days of support
Momentum
From$9,500/project
- Everything in Launchpad, plus:
- Up to 15 sheets, across workspaces
- Approvals and escalation rules
- Dashboards with several views, and reports across sheets
- One integration: Jira, Salesforce or Slack
- Training for your team, and 30 days of adoption support
Enterprise
From$22,000/project
- Everything in Momentum, plus:
- Unlimited sheets, across departments
- Bridge workflows, complex logic and error monitoring
- Executive dashboards for every level
- Two-way integrations across your systems
- Control Center, Dynamic View and WorkApps
- A dedicated project manager, and a 90-day adoption guarantee
Added when you need it.
- Another integration
- From $3,500 a system
- A support retainer
- From $1,500/mo
- Another training session
- From $450
- Another dashboard
- From $600
- A license health check
- $1,500 to $3,500
- Smartsheet AI, set up
- From $4,500
Compare the builds.
What each size includes, line by line.
| LaunchpadFrom $3,500/project | MomentumFrom $9,500/project | EnterpriseFrom $22,000/project | |
|---|---|---|---|
| The build | |||
| Sheets | Up to 5 | Up to 15, across workspaces | Unlimited, across departments |
| Automations | Notifications, alerts and row actions | Adds approvals and escalation rules | Adds bridge workflows, complex logic and error monitoring |
| Dashboards | A summary dashboard | Several views, and reports across sheets | Executive dashboards for every level |
| Intake forms | One, with conditional logic | Included | Included |
| Integrations and more | |||
| Integrations | Not included | One: Jira, Salesforce or Slack | Two-way, across your systems |
| Control Center, for your portfolio | Not included | Not included | Included |
| Dynamic View and WorkApps | Not included | Not included | Included |
| Delivery and support | |||
| Delivered in | 2 to 3 weeks | 4 to 6 weeks | 8 to 16 weeks |
| Training | A handover session | Training for your team | Training, and a dedicated project manager |
| Support after launch | 14 days | 30 days of adoption support | A 90-day adoption guarantee |
| Book a call | Book a call | Book a call | |
From the first call to a system that runs.
30 minutes
A free call
How work moves today: intake, approvals, escalations, and the reports your leadership asks for.
48 hours
A fixed-price proposal
The sheets, automations and dashboards we’ll build, and one price for all of it.
2 to 16 weeks
Built in your Smartsheet
Reviewed in stages, and handed over with its documentation.
After launch
Support, and more if you want it
Support for 14 to 90 days, depending on the build, then a retainer if the system keeps growing.
From the blog.
1 of 3
How to Let Subcontractors & Vendors Submit Data to Smartsheet Without Giving Them Sheet Access
Need outside vendors or subcontractors to submit data into Smartsheet without seeing the whole sheet? Here’s the exact form + Dynamic View setup, step by step.How to Replace Manual Onboarding Spreadsheets with Automated Smartsheet Workflows
Still managing employee onboarding in Excel? Here’s how to automate it in Smartsheet using Forms, automated workflows, and a real-time Dashboard — so nothing slips and leadership always has visibility.
Kenneth RoblesHow Field Teams Can Submit Photos & Attachments to Smartsheet Without Sheet Access
A step-by-step guide to letting field crews submit photos and file attachments to Smartsheet from their phones, without giving them access to the source sheet. Uses Smartsheet Forms with a file-upload field.Kenneth Robles
What people ask about Smartsheet.
All questionsDo we need a Smartsheet license first?
Yes. Your plan (Pro, Business or Enterprise) is billed to you by Smartsheet; our fee covers the consulting, the build and the support. We can help you choose the plan on the first call.
How soon can we go live?
Launchpad in 2 to 3 weeks, Momentum in 4 to 6 and Enterprise in 8 to 16, depending on scope. Every build ends with a handover and support after launch.
Can you fix the Smartsheet we already have?
Yes. Many projects start with a health check of what you have, then rebuild only the parts slowing your team down.
Who owns it when the project ends?
You do. It’s built in your Smartsheet account, documented, and handed over with training, so your team can run it without us.
Tell us what’s slowing you down.
A free 30-minute call, then a fixed-price proposal within 48 hours. No commitment.