What is a Smartsheet Audit?
If your Smartsheet setup feels messy, inconsistent, or unreliable, the Audit is the first step to fixing it.
I review the structure, logic, data, automations, dashboards, and reporting — then give you a clear roadmap for cleanup or build work.
This is not a quick glance.
This is a strategic, expert-level assessment designed to remove the guesswork from your next steps.
The Smartsheet Audit is perfect if you have:
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a messy or inconsistent Smartsheet setup
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dashboards that don’t show the right numbers
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automations that break
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reports you don’t trust
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multiple people managing sheets differently
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an inherited system that’s overwhelming
What You Get:
A clear, structured review of your Smartsheet environment; so you know exactly what’s working, what’s broken, and what needs to change.
Findings Report
A clear breakdown of what’s working, what’s not, and why.
Recommendations
Whether you need cleanup, a workflow build, or office hours — I’ll tell you the right path.
Priority Fixes
The top issues affecting your system and how to address them.
30/60-Day Roadmap
A realistic plan for how to move forward — with or without me.
Build Path
Exact recommendations for cleanup, enhancement, or workflow development.
Debrief Call
A walkthrough of findings, next steps, and any questions you have.
How It Works
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Discovery Call: We chat briefly to understand your goals.
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Audit Intake: You complete a quick form so I know where to look.
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System Walkthrough: A screen share walkthrough of your environment.
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Review and Analysis: I review your system and document findings.
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Audit Report Delivery: You receive your full findings + roadmap.
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Debrief Call: We walk through everything together.
Audit Options
Standard Audit
$1,000
For smaller systems or teams with a simpler setup.
Includes review of :
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Up to 5 sheets
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Up to 2 dashboards
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All connected reports
Best for:
Quick clarity, light complexity, single-team environments.
Expanded Audit
$2,500
For larger, multi-team, or more complex environments.
Includes review of :
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Up to 12 sheets
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Up to 3 dashboards
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All connected reports
Best for:
Cross-team complexity, portfolio dashboards.
Add-On Blocks $1,000
For environments that exceed tier limits.
Each block adds:
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5 sheets
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2 dashboards
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Reports included
Best for:
Teams that need wider range of assets to review.
Agilize Consulting provides Smartsheet audits, cleanup, optimization, and expert consulting to help teams fix broken systems and build scalable Smartsheet solutions.