Smartsheet Solutions

Smartsheet is an incredibly flexible platform — but without the right structure, it can quickly become messy, inefficient, or underused. I help businesses design clean, powerful Smartsheet systems that streamline work, improve visibility, and reduce repetitive admin. Whether you're starting fresh or fixing an overgrown workspace, I’ll help you get the most from Smartsheet.

Design & Build Packages

Tailored Smartsheet systems built around the way your team actually works.

Smartsheet Essentials Build

What's Included?

✔️ 1 Primary Sheet Design
✔️ 1 Metadata Sheet (to support dashboard metrics)
✔️ 2 Custom Reports
✔️ 1 Dashboard (with branded visuals)
✔️ 1 Submission Form
✔️ Recorded Walkthrough
✔️ 5 working day post-handover support

Smartsheet Advanced Build

A lean but powerful Smartsheet system tailored to your team’s workflow.

This package goes beyond the basics to deliver a fully connected Smartsheet environment.

Perfect for task tracking, request management, or simple process oversight. You’ll get one primary sheet, a supporting metadata sheet (to power KPIs and dashboards), two custom reports, one branded submission form, and a visual dashboard to bring it all together. Includes a recorded walkthrough and light-touch support post-launch to help you get the most from your system.

Ideal for managing larger workflows, projects, or service delivery. You’ll get up to 3 integrated sheets, a dedicated metadata sheet to power dashboards and rollups, 3 dynamic reports, a custom dashboard with clear visuals, and one branded intake form. Includes a live handover session, optional recorded walkthrough.

What's Included?

✔️ 3 Primary Sheet Designs
✔️ 1 Metadata Sheet (to support dashboard metrics)
✔️ 3 Custom Reports
✔️ 1 Dashboard (with branded visuals)
✔️ 1 Submission Form
✔️ Live Handover Call
✔️ Recorded Walkthrough
✔️ 7 working day post-handover support

Smartsheet Flex Tasks

Need help with something specific in Smartsheet?

Whether you need a new submission form, help fixing a sheet, a quick dashboard refresh, or a single workflow automation, I offer focused, one-off build tasks to solve small problems quickly — without needing a full project.

This is ideal if you:

✔️ Need a sheet built from scratch for a specific task
✔️ Want to clean up or fix something that’s broken
✔️ Need help setting up a form or report
✔️ Want to tweak a dashboard layout
✔️ Have a specific “how do I…?” problem to solve

Services:

• New Sheet Build
  Create a new Smartsheet tailored to your process — with clean formatting, column logic, and smart structure for easy use.

• New Submission Form Build
  Configure a branded, user-friendly form linked to your sheet, including helpful field logic and intake settings.

• New Report Build
  Build a custom report that filters and displays exactly what you need from your data — by role, status, or due date.

• New Small Dashboard (upto 4 widgets)
  Create a visual dashboard with up to 4 widgets (metrics, charts, summaries) to give your team quick visibility.

• New Large Dashboard (Upto 8 Widgets)
  Create a visual dashboard with up to 8 widgets (metrics, charts, summaries) to give your team quick visibility.

• Fix/Clean a Sheet (Existing Sheet)
  Review and tidy up an existing sheet — including formulas, structure, and column setup — to improve clarity and usability.

• Provide Advice + Action Steps (Existing Setup)
  A 60 minute async review and a written action plan with clear steps to improve your current setup or solve a specific issue.

From £2,000 | Includes setup, support, and handover

From £3,500 | Includes setup, support, and handover

Smartsheet Time Block Support

Flexible help when you need it, without committing to a full package.

If you’re not sure exactly what you need — or your project doesn’t fit into one of my set packages — you can book a flexible block of time. Whether it’s building, troubleshooting, reviewing, or advising, I’ll work through your priorities efficiently and keep things simple.

This is ideal if you:

✔️ Small builds or fixes that fall between my standard offerings
✔️ Teams who want fast support without a formal scope
✔️ Exploratory work (e.g. “can we do this with Smartsheet?”)
✔️ Clients who prefer to work hour-by-hour, with transparent value

Services:

2 Hours | £300
Perfect for focused fixes, quick builds, or walkthroughs

4 Hours | £550
Great for more detailed work or mini-projects

8 Hours | £1,000
Ideal for multi-part tasks or deeper collaboration

Need help scoping your task?
Get in touch for a quick, no-pressure chat to see if a block is right for you.

All work is tracked and shared, so you know exactly how your time block is spent.

Need help scoping your task?
Get in touch for a quick, no-pressure chat to see if a flex task is right for you.

Why Work With Me

I specialise in simplifying workflows for busy teams. With over a decade of experience in systems design and automation, I create solutions that remove bottlenecks, reduce manual effort, and improve collaboration. My approach is straightforward, results-driven, and always tailored to your business needs.

Why Systems by Adam?

Proven Expertise

Specialist with a track record of success.

Tailored Solutions

Every project is customised for your workflows and goals.

End-to-End Support

From discovery to implementation, training, and ongoing care.