Smartsheet Services
Help your team use Smartsheet with confidence.
A solution only works if people use it. We help your team understand the solution, use it day to day and support it over time, with training built around their roles.
Training Options
Practical training for every role.
We focus on adoption and day-to-day use, not just features. Training is shaped around your solution and the work each person does.
End Users
How to find, update and act on the work they are responsible for.
Builders
How to create and maintain sheets, reports, dashboards and automations the right way.
Administrators
How to manage users, sharing, governance and the overall environment.
Leaders
How to use reports and dashboards to see progress and make decisions.
Live Working Sessions
Hands-on sessions where your team works in real sheets with us alongside.
Office Hours
Scheduled time for questions as people start using the solution.
Documentation
Clear guides and reference material your team can return to.
Knowledge Transfer
Handing over what your internal owners need to support the solution themselves.
How Training Is Scoped
Solution training is part of implementation. Broader training can be added.
When we build a solution, training on that solution is part of the work. Your team learns how to use what was built for them, in the context of their own process.
If you need broader Smartsheet training, training for additional teams, or onsite sessions, we can scope that separately around your goals.
Solution-specific training is included as part of implementation.
Broader Smartsheet training can be scoped separately.
Onsite training is available and scoped to your needs.
Sessions are organized by role, so each person learns what they will use.
We plan for follow-up support as people start using the solution.
How We Work
A clear, collaborative process.
01
Assess
Understand who needs training, what they do and where they struggle.
02
Plan
Build a role-based plan with the right mix of sessions and materials.
03
Train
Deliver live sessions, working sessions and documentation.
04
Reinforce
Support adoption with office hours and follow-up.
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.
Control Center & Portfolio Management
Standardize projects, automate provisioning and gain portfolio visibility at scale.
Next Step
Build your team’s confidence.
Tell us who needs training and what they are working on. We’ll help you build a plan that fits.