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Your team has Smartsheet licenses. They're not using them.

We deliver structured Smartsheet training that produces measurable outcomes: workflows built, processes documented, and teams that can maintain what they learn.

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Training formats

Training built around your team's actual Smartsheet environment.

The format is chosen around the behavior change you need: rollout, repair, enablement, or onboarding. The work stays horizontal on the page so buyers can compare paths without scrolling through long copy blocks.

01Live workflow workshop

Teams rolling out or repairing a shared Smartsheet environment.

One or more facilitated live sessions

  • Participants practice inside the sheets and dashboards they already use.
  • Exercises follow the actual workflow, not a generic product tour.
  • Leaders leave with adoption risks and owner decisions clarified.
02Role-based enablement

Admins, managers, contributors, and executives who need different views.

Separate paths by role

  • Admins learn structure, formulas, automations, and maintenance.
  • Managers learn status, exceptions, approvals, and reporting hygiene.
  • Contributors learn the minimum actions required to keep data clean.
03Onboarding library

Organizations that need repeatable training for new team members.

Recorded modules plus reference material

  • Short modules map to your naming, templates, and operating rules.
  • Reference guides preserve decisions after the live rollout.
  • Future hires can onboard without recreating the whole training cycle.

Who this is for

If adoption has stalled, this is the right fit.

Team leads

who need clean status without chasing updates.

Department heads

rolling out Smartsheet across real workflows.

HR, L&D, and operations leaders

responsible for repeatable onboarding.

Power users

who will own templates, automations, reporting, and governance.

FAQ

Training questions.

What is included in a training session?
Every session covers the Smartsheet capabilities your team needs for their specific workflows, not a top-to-bottom product walkthrough. Sessions include live practice in your actual Smartsheet environment, templates built during the session that your team takes away, and a post-session reference guide. Recorded sessions are available as an add-on for organizations that need an onboarding resource for future hires.
Is this training for individuals or teams?
Primarily teams. Our training programs are designed for groups of 5 or more who share a Smartsheet environment and need a consistent working baseline. Smaller groups and individual power-user sessions are available; bring it up on the booking call and we will scope accordingly. We do not run public cohort training. Every session is built for your organization's setup.
Do participants need prior Smartsheet experience?
No required baseline, but the session focus shifts based on where your team is starting from. Teams with no prior experience spend more time on foundational orientation; teams that already use Smartsheet but inconsistently spend more time on workflow design and automation. We ask about experience level during the booking call and structure the session accordingly. The outcome is the same: your team leaves able to use the system independently.
Can training be customized to our workflows?
Yes, and that is the default. Generic Smartsheet training is available from Smartsheet directly. What we offer is training built around your actual environment: your sheet names, your approval flows, your reporting cadence. Before any session, we review your Smartsheet setup and design the curriculum around what your team actually needs to know.
How do we book training for a group?
Book a free call using the button above. Tell us your team size, your current Smartsheet setup, and what outcome you need. We will come back with a scoped training proposal and confirm the format, session structure, and what your team will be able to do when we are done. No commitment required from the call itself.

Ready to train your team on the system they actually use?

Book a free call. Tell us your team size and setup. We will scope a training program built for your workflows.

Book a Free Call
Book a Free Call