Smartsheet Consulting for Growing Teams
Helping growing teams who rely on Smartsheet but need more structure, automation, and visibility than their current setup provides.
You and your team may be in one of these scenarios:
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You need one core process built properly
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You need multiple teams operating inside one connected system
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You already have something built but it’s messy or unreliable​
Build a Structured, Automated Workflow
If you have one operational process that needs to work (intake to reporting) this is your starting point.
A Workflow Build is a scoped engagement to design and build one complete process inside Smartsheet
Best for: teams building a Marketing Intake, Client Onboarding, Project Management, or similar operational workflow
Timeline: 4-6 weeks
Investment: Starting at $5,000
Choose Your Starting Point
Build a Connected, Multi-Team System
When one workflow isn’t enough and multiple teams need shared data, reporting, and visibility; you need system architecture, not just a sheet build.
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A Full System Build includes 2-5 workflows, executive level dashboards, cross-team reporting, and adoption support.
Best for: organizations ready to standardize operations across departments.
Timeline: 6-10 weeks
Investment: Starting at $25,000
Optimize What You Already Have
If your Smartsheet setup exists but feels messy, inconsistent, or unreliable; we can assess and clean it up.
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A Smartsheet Audit and Cleanup engagement includes a review of your existing environment, findings report and roadmap, and system cleanup.
Best for: teams who built something quickly and now need it corrected or stabilized.
Investment:
Audit starting at $1,000 (credited toward cleanup)
Cleanup starting at $4,500
Other Services
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Smartsheet Cleanups​
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Full System Builds
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Retainers
Projects are scoped after your Audit or Workflow Design Session.
Agilize Consulting provides Smartsheet audits, workflow builds, system builds, dashboards, automations, cleanup, and 1:1 support. Based in Atlanta, Georgia and serving clients nationwide.