Whether you're scoping a new build, optimizing what you already have, or need an extra Smartsheet specialist on the team — there's an engagement model that fits where you are. Pick the one that matches your situation, or talk to us and we'll tell you which we'd recommend.
Start here if you're not sure where to start.
The Discovery Workshop is our entry-point engagement. Fixed fee, fixed scope, low commitment. We map your existing Smartsheet environment, talk to the people who use it, identify what's working and what's not, and surface the highest-leverage moves for the next 6–12 months.
You walk away with a written roadmap — whether you hire us next or not. No pressure, no upsell baked in. If we find that your environment is mostly fine and just needs minor tuning, we'll tell you. If we find that the right answer is a full rebuild, we'll tell you that too.
What we do:
Best for: Organizations with an existing Smartsheet footprint that has grown organically and now feels brittle, expensive, or hard to manage. Also useful as a pre-engagement scoping exercise before committing to a larger build.
We design, build, and ship Smartsheet solutions.
This is the core of what we do — full-lifecycle implementation engagements where we take you from blank workspace (or broken legacy environment) to a working, documented, trained-up Smartsheet solution that your team actually uses.
Most Custom Development engagements include solution architecture, build, automation configuration, integration setup, training, and a clean handoff. We use Bridge for event-driven workflows, Control Center for portfolio-scale provisioning, Dynamic View for permission-sensitive collaboration, Data Shuttle for data syncing, and the rest of the premium app stack as appropriate.
What we do:
Pricing model: Time and materials with a Not-To-Exceed (NTE) cap. We scope from a discovery conversation, give you a clear estimate range, and bill against actual hours. Most engagements run 40–400 hours depending on scope. Smaller fixed-fee structures available for tightly defined scopes.
Best for: Organizations standing up a new Smartsheet capability from scratch, replacing legacy systems, or making a significant architectural change to an existing environment.
Retainer-based ongoing support for teams that already have Smartsheet running.
Most Smartsheet implementations don't fail at launch. They fail eighteen months later, when the original builders have moved on, the requirements have evolved, and there's no one around with the expertise to evolve the solution. Managed Services solves that problem.
Each month, you get a defined block of hours from our team — typically 10 to 40 hours, depending on the complexity of your environment. We use those hours to optimize what you have, build new capabilities as needs evolve, troubleshoot when things break, and provide on-call advisory for your internal admin team. Predictable monthly cost, predictable monthly capacity.
What we do:
Best for: Teams with an established Smartsheet footprint who don't have (or don't want to hire) a full-time Smartsheet admin internally. Also good for organizations whose original builder has left and they're trying to maintain what they inherited.
A dedicated Apex consultant embedded with your team.
Fractional Support is for organizations that need real Smartsheet expertise but aren't ready to make a full-time hire. Instead of buying a block of hours from a pool, you get a specific person — a named consultant from our team who acts as your fractional Smartsheet admin or solutions architect.
That person sits in your standups when relevant, lives in your Slack or Teams, knows your team and your environment, and represents Smartsheet expertise inside your organization the same way a full-time hire would. Just at the fraction of the cost — and without the recruiting overhead, the benefits costs, or the risk of someone leaving and taking the institutional knowledge with them.
What we do:
Best for: Mid-sized organizations whose Smartsheet usage has grown beyond what a part-time admin can handle, but where a full-time hire isn't yet justified. Also strong for fast-growing teams that need senior expertise immediately while they figure out the right long-term staffing.
Whether you're already deep in Smartsheet or just exploring whether it's right for your organization — we'll listen first and tell you honestly what we'd recommend.
Pick a time that works. We'll come prepared with questions about your workflows and walk away with a clear next step.
Quick question, project scoping, or RFI? Drop us a line — submissions land directly in our Smartsheet, no black hole.