Smartsheet onboarding

Smartsheet Onboarding
Performars possesses the experience and expertise to successfully conduct SaaS onboarding for around 100 clients.
Onboarding Milestone
Onboarding takes place as follows:
Orientation & Kick-off
Introduce new users to Smartsheet and onboard support team, setting up support methods and communication channels.
Onboarding Plan
Establish goals and workflows tailored for Smartsheet's customer onboarding process, defining related tasks and schedules to solidify communication between customers and performance.
Smartsheet Configuration
Adding users, integrating emails, connecting app accounts, uploading data, and configuring settings. Configure basic settings for automation flows and activate dashboards for analysis.
Practice with Project tasks
Implement the Smartsheet template and assign missions for users to directly execute, enhancing skills through practical exercises.
Revise the growth goal
Through onboarding, we work with users who are familiar with Smartsheet to set new growth goals and adjust them accordingly.
Future training & Ongoing service
Guiding teams and systems for future learning, ultimately measuring satisfaction with onboarding before concluding.
FAQs
Smartsheet onboarding provides friendly guidance from basic product usage to advanced features, helping users understand and utilize Smartsheet's functions correctly.
Smartsheet is not only flexible but also powerful. It is a cloud-based no-code platform that allows users to create their own applications and project management software limitlessly.
However, to fully utilize these features and achieve maximum results, an onboarding process is necessary. Through onboarding, you can become an expert in Smartsheet and expect a more effective transition to new ways of working.
Smartsheet onboarding pricing is as follows:
- Onboarding: $4,000/4 weeks
- Consulting and Implementation: Upon request
Work with us to increase Smartsheet ROI
Performars is here to support you.
Smartsheet Onboarding
Onboarding & Support
Workflow guide
User training
Smartsheet data integration
Integration design
Interface design & build
Build Workflow automation
Process design consulting
Discovery workshop
Workflow analysis & design
Best practices on intelligent cross-platform workflows


All Smartsheet products designed to eliminate unnecessary effort
Customer reviews of Performars
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