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: We 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.
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Cleanup Engagement: If you choose, we can implement deliverables in the roadmap with a Smartsheet Cleanup Engagement, and we'll credit the Audit towards your Cleanup.
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 audit reviews, cleanup, optimization, and expert consulting to help teams fix broken systems and build scalable Smartsheet solutions. Learn more about our Smartsheet consulting services. Get started by booking a free discovery call.