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Smartsheet Enablement

Price: $8,000

Est. Duration: 3–5 Weeks

 

You’ve outgrown spreadsheets—and it shows. The Enablement package is designed for growing teams who need to collaborate across departments without chaos. We’ll deliver up to 10 custom sheets, layered reports, dashboards, and automation that ties it all together.

 

From approval flows to role-based access and cross-sheet formulas, this package sets you up with scalable logic and structure—plus light premium app support and admin training so you’re not left guessing.

 

Think of it as your system upgrade: smoother operations, cleaner data, and better visibility all around.

🚀 AgilizeIQ Enablement

 

 

Smartsheet That Scales With Your Team

 

You’ve got momentum—now it’s time to unify your tools, teams, and workflows. The Enablement Package is built for growing organizations that need scalable structure, department-level collaboration, and better visibility across the board.

🧠 What’s Included:

  • 🔍 Discovery Call

We kick things off with a focused strategy session to understand your goals, gaps, and current setup.

 

  • 🛠️ Solution Design

Based on your needs, we design a tailored Smartsheet system using best practices, premium apps, or custom APIs—whatever gets you the most impact, fastest.

 

  • Hands-On Testing

We test everything. You’ll get a working solution, not a half-baked setup. QA and user testing are built in.

 

  • 🎓 Training + Support

Includes 2 live training sessions for your team, plus short-term support to ensure adoption sticks and your team knows how to actually use what we build.

  • 📄 Up to 10 custom Smartsheet sheets

  • 📈 5–6 reports + 2 dashboards for real-time insights

  • 🔁 Automated intake-to-tracking process

  • ✅ Approval workflows + row-level automation

  • 🧮 Sheet summary fields + cross-sheet formulas

  • 🔐 Role-based access & permission setup

  • 🛠 Light configuration of 1 premium app (Dynamic View or Calendar App)

  • 🧠 Admin training + handoff documentation

 

🎯 Outcome:

A centralized, scalable Smartsheet system designed to manage projects, requests, or operations across multiple teams—with approval logic, cross-sheet reporting, and built-in growth flexibility.

 

🚫 Out of Scope:

 

  • Control Center setups

  • API integrations (sold separately)

  • Enterprise metadata rollups

🔍 Ideal For:

​Mid-sized and growing teams, client-facing departments, or companies ready to move beyond spreadsheets and silos.

 

🧩 Let’s build a system your whole team can rely on—without the enterprise bloat. 

Let's connect!

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