If Smartsheet Feels Harder Than It Should...
Most teams come to me because their Smartsheet setup has outgrown its original purpose.
Common issues I see:
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Sheets are messy, inconsistent, or fragile
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Dashboards don’t reflect what’s actually happening
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Automations are broken, overcomplicated, or unreliable
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Different teams use Smartsheet in completely different ways
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Manual work keeps creeping back in
Smartsheet is powerful, but only when it’s designed intentionally.
Smartsheet Consulting for Teams That Need It Built Right
I work with teams to turn scattered sheets into clear, automated systems that scale with their operations.
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Depending on where you are today, that may mean:
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Cleaning up and standardizing what already exists
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Designing a streamlined workflow from intake to reporting
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Building a connected system that supports multiple teams
You don’t need to know the answer before we talk. My job is to help you figure out the right path forward.
About Investment
Smartsheet implementation projects start at $5,000+, depending on scope and complexity.
The discovery call helps clarify:
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What actually needs to be fixed, rebuilt, or automated
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Whether a cleanup, workflow build, or larger system makes sense
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What not to build (just as important)
There’s no pressure on the call. Just clarity.
This Is a Fit If You:
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Use Smartsheet regularly, but it feels inefficient or unreliable
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Need workflows, automation, and dashboards designed for real use
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Are part of a growing team (typically 25–500 employees)
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Want expert guidance before investing time or money
This Page Is Not the Right Fit If You:
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Are primarily looking to learn Smartsheet yourself
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Want templates, tutorials, or step-by-step training
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Only need quick help and aren't responsible for a larger system
Better options for those needs include:
Free resources, paid training courses, or Office Hours for targeted help. Those don't require a discovery call.
I’m Rochelle, a certified Smartsheet consultant and founder of Agilize Consulting.
I’ve been designing Smartsheet workflows, dashboards, and full systems since 2016; helping teams move from messy, manual setups to clean, automated operations that actually make sense.
You’ll work directly with me on strategy, structure, and recommendations.
Agilize is the engine behind the builds, documentation, and long-term support that make those systems scalable and sustainable.
Meet Rochelle
What to Expect on the Discovery Call
On the call, I’ll:
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Ask about your current setup, team, and goals
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Help identify what’s working and what’s getting in the way
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Recommend the most effective next step
If I don’t think I’m the right fit, I’ll tell you.