THE PROCESS

Starting with a 15-30 minute introduction e-consultation. Our team will share a bit about us and hear more about you and your team and what you're looking for. This will give you a chance to make sure this is the right fit for your needs.

You'll receive a proposal agreement outlining the project scope, provided services, timeline, rates, and all the standard terms and conditions. If you're ready to go at that point, sign and it's time to get started!

You'll work with your project lead to deep dive into your organization, the processes, the pain points, and the project details. Everything that was discussed on the initial consultation call, but in more depth. Getting all the details up front will help guarantee that your project lead will work efficiently for you and your needs are fulfilled! The goal is to help you.

Now that your project lead understands what you are looking for, it's time to get busy designing, implementing improvements, making best-practice recommendations, and completing your project or support requests. Your feedback is a very important and necessary part of the success.

Once you are satisfied with the project, prior to closing, ownership of everything will be transferred to your team. The end goal is that you have a more streamlined process that gives you a better work week.

Once your project(s) are complete, if you need ongoing monthly support, you got it! There may be lingering projects, questions, and support needed along the way. This team is here to make sure you are successful using Smartsheet and have available support when needed.