Smartsheet Essentials
Price: $6,000
Est. Duration: 2–4 Weeks
Whether you’re starting from scratch or cleaning up a messy setup, the Essentials package helps you launch with clarity and confidence. We’ll build the core of your Smartsheet system—5 custom sheets, a dashboard, reports, automation, and an intake form—plus provide role-based permissions and live team training.
Perfect for teams that need structure now and flexibility to scale later.
🧱 AgilizeIQ Essentials
Get up and running fast with a smart, streamlined Smartsheet solution built for one team or process. No fluff, no confusion—just the tools you need to work better, right now.
🧠 What’s Included:
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🔍 Discovery Call
We kick things off with a focused strategy session to understand your goals, gaps, and current setup.
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🛠️ 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.
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✅ Hands-On Testing
We test everything. You’ll get a working solution, not a half-baked setup. QA and user testing are built in.
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🎓 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.
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✅ Up to 5 custom-built Smartsheet sheets
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📊 2 reports + 1 dashboard tailored to your workflow
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🔁 Core automation logic (alerts, reminders, conditional workflows)
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📝 1 intake form with manual routing
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🔐 Permission & sharing setup
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🎓 1-hour live training session with Q&A
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🎨 Custom AgilizeIQ dashboard branding
🎯 Outcome:
A clean, user-friendly Smartsheet system built to manage a single process or team with ease and clarity.
🚫 Out of Scope:
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Multi-department rollouts
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Premium apps
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API integrations
🔍 Ideal For:
Small teams, first-time Smartsheet users, or anyone needing a clear, functional starting point.
🧩 Ready to launch a system your team will actually use?
Let's build it together. Fast, clean and scalable.