Smartsheet Services
Choose the Smartsheet licensing that fits your team.
We help you choose Smartsheet products and licensing that match your team and your plans, then navigate purchases and renewals with a knowledgeable partner.
How We Help
Licensing decisions tied to how you’ll use Smartsheet.
Licensing works best when it is planned alongside the solution. We look at who will use Smartsheet, how, and what is coming next.
Needs Assessment
Understand your team, your use cases and your goals before recommending anything.
User Planning
Work through who needs access, and what kind of access each person needs.
Product Planning
Identify which Smartsheet products and capabilities support your plans.
Aligning Licenses to the Solution
Match licensing to the solution you are building or running today.
Renewal Preparation
Review usage and upcoming needs before renewal so there are no surprises.
Coordination with Services
Coordinate licensing with implementation, optimization or support work.
Before Your Renewal
Review how you use Smartsheet before the renewal date.
Renewals are a good moment to step back. Teams change, solutions grow and plans shift over a year.
We help you look at how Smartsheet is being used today and what is planned, so your renewal reflects your actual needs.
Review who is using Smartsheet and how.
Identify changes in team size, structure or use cases.
Consider upcoming projects or solutions that affect your needs.
Plan any related implementation or support work.
Work with a partner who understands both the product and your solution.
How We Work
A clear, collaborative process.
01
Discuss
Understand your team, use cases and plans.
02
Assess
Review current usage and upcoming needs.
03
Recommend
Suggest products and licensing that fit.
04
Coordinate
Support the purchase or renewal and any related services.
Related Services
Services that work well together.
Implementation & Solution Design
Design and build Smartsheet solutions tailored to your processes, people and goals.
Managed Services & Support
Get ongoing help, enhancements and advisory support as your needs evolve.
Optimization & Health Checks
Clean up, streamline and improve your existing Smartsheet environment.
Next Step
Review your Smartsheet needs.
Tell us about your team and your plans. We’ll help you think through the right licensing.