🚀 AgilizeIQ Assessment & Evaluation Package

 

 

Your First Step Toward a Smarter, Streamlined Operation

 

Is your current Smartsheet setup falling short of your team’s potential? Are your project workflows scattered across disconnected tools like QuickBooks, Slack, Toggl, or spreadsheets?

 

At AgilizeIQ, we believe your systems should work for you—not the other way around.

 

Our Assessment & Evaluation Package is the starting point for organizations ready to unlock real productivity with Smartsheet. We go beyond templates—we evaluate, design, and deliver recommendations that scale with your business.

 

 

 

🧠 What’s Included:

 

 

1. Deep-Dive Discovery Workshops

Over 2–3 collaborative virtual sessions, we explore your current workflows, systems, tools, and pain points. We’ll audit your Smartsheet usage, project methodologies, and team processes and identify where things break down or slow you down.

 

2. Environment Audit & Optimization Review

We’ll assess:

 

• Your current Smartsheet environment (sheets, dashboards, automations, reports)

• Integration touchpoints with apps like QuickBooks, Slack, NetSuite, and Jira

• Opportunities for improvement through Premium Apps, the Smartsheet API, or custom-built tools

 

3. Strategic Recommendations Report

You’ll receive a comprehensive summary outlining:

 

• What’s working, what’s not, and where the gaps are

• Suggested Smartsheet architecture improvements

• Integration opportunities and automation options

• Custom API or connector ideas to eliminate manual work

• Clear next steps toward implementation

 

4. Personalized Demo Walkthrough (Optional)

We’ll show you a working preview of how one or more of our custom solutions could function in your real-world scenario.

 

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🔧 Why Start Here?

 

 

Whether you’re new to Smartsheet or trying to scale a patchwork system, this package gives you clarity and direction. Most importantly, it gives you options. From native tools to custom APIs, we’ll find the right-fit solution for your workflow and budget.

 

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💡 You’ll Walk Away With:

 

 

• A clear picture of where your Smartsheet system stands today

• Tailored improvement recommendations

• Ideas for integrations and automation you haven’t even considered yet

• A roadmap to a smarter, more connected, less manual system

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🔍 Ideal For:

 

 

• Organizations unsure how to expand or fix their Smartsheet setup

• Teams overwhelmed by disconnected systems

• Leaders ready to automate more, do less, and scale faster

• Businesses who want to avoid paying for overpriced native connectors

 

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🧩 Ready to Make Smartsheet Work Harder for You?

 

 

This is more than a discovery call—it’s your blueprint for operational clarity and performance. Our clients often say this session alone is worth the investment, even before implementation starts.