---
title: Smartsheet Onboarding | Maximize Adoption | Performars
description: Streamline your Smartsheet onboarding with expert guidance, customized training, and integration support to maximize your SaaS adoption.
image: https://www.performars.com/hubfs/Solutions-Professional%20Services-8.jpg
---

[![Performars](https://www.performars.com/hs-fs/hubfs/Recurso%2082.png?width=150&height=51&name=Recurso%2082.png "Performars")](https://www.performars.com?hsLang=en)

[![Performars](https://www.performars.com/hs-fs/hubfs/Recurso%2082.png?width=150&height=51&name=Recurso%2082.png "Performars")](https://www.performars.com?hsLang=en)

- [Business SolutionRevOps](https://www.performars.com/persona-marketing)
    - [What is RevOps?](https://www.performars.com/revops/strategy)
    - [Persona CRM marketing](https://www.performars.com/persona-marketing)
          - [Digital Go-to-market Strategy](https://www.performars.com/persona-marketing/go-to-market-strategy)
          - [Customer Persona development](https://www.performars.com/persona-marketing/persona-development)
          - [Customer journey design](https://www.performars.com/persona-marketing/customer-journey-map)
          - [SEO](https://www.performars.com/persona-marketing/search-engine-optimization)
          - [PPC optimization](https://www.performars.com/persona-marketing/ppc-optimization)
    - Vertical Solution
          - [Marketers at Large enterprises](https://www.performars.com/solutions/enterprise-marketing)
          - [Marketers at Startups](https://www.performars.com/solutions/startup-marketing)
          - [Marketers at B2B companies](https://www.performars.com/solutions/b2b-marketing)
          - [Marketers in Healthcare](https://www.performars.com/solutions/pharma-marketing)
          - [Marketers in Tourism](https://www.performars.com/solutions/tourism-marketing)
    - [All-in-one marketing managed Recommend](https://www.performars.com/solutions/all-in-one-marketing-services)
- [CRMHubSpot](https://www.performars.com/revops/hubspot)
  
  **[HubSpot](https://www.performars.com/revops/hubspot)** - Grow better   [![Get started free](https://no-cache.hubspot.com/cta/default/3384735/01c958a3-03e7-4b7f-b27a-d30fb35e3593.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/01c958a3-03e7-4b7f-b27a-d30fb35e3593) [![Request for quote](https://no-cache.hubspot.com/cta/default/3384735/e7531d82-b0d5-40b0-b469-ed6c9f107ecd.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/e7531d82-b0d5-40b0-b469-ed6c9f107ecd)

    - **Product**
      
          - [Marketing Hub](https://www.performars.com/revops/hubspot/marketinghub)
          - [Sales Hub](https://www.performars.com/revops/hubspot/saleshub)
          - [Service Hub](https://www.performars.com/revops/hubspot/servicehub)
          - [Content Hub](https://www.performars.com/revops/hubspot/contenthub)
          - [Data Hub](https://www.performars.com/revops/hubspot/operationshub)
          - [Breeze new](https://www.performars.com/revops/hubspot/breeze)
          - [HubSpot power tools](https://www.performars.com/revops/hubspot/tools)
          - [HubSpot Pricing Plan](https://www.performars.com/revops/hubspot/pricing)

    - **Resources**
      
          - [Why HubSpot](https://www.performars.com/revops/hubspot/why)
          - [What is HubSpot](https://www.performars.com/revops/hubspot/what-is-hubspot)
          - [CRM Checklist](https://www.performars.com/revops/hubspot/crm-checklist)
          - [HubSpot vs. Salesforce](https://www.performars.com/revops/hubspot/salesforce-marketing-cloud-comparison)
          - [H.U.G](https://hubspot-academy-community-programs.us.hivebrite.com/topics/47544/events)

    - **User Support**  
      <https://www.performars.com/ko/revops/hubspot/growth-program> 
          - [HubSpot Onboarding](https://www.performars.com/revops/hubspot/onboarding-service)
          - [HubSpot Premium Onboarding](https://www.performars.com/revops/hubspot/growth-program)
          - [Support request](https://www.performars.com/customer-support)
          - [CRM Integration](https://www.performars.com/revops/hubspot/integration)
          - [CRM Managed Service](https://www.performars.com/solutions/saas-managed-services)
          - [Kakaotalk/SMS integration](https://www.performars.com/revops/hubspot/integration/kakaotalk-sms)

  ---
  
  [![HubSpot for Startups - HSFS](https://no-cache.hubspot.com/cta/default/3384735/33ae2e87-33af-47ba-83c9-1cb3817baa3b.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/33ae2e87-33af-47ba-83c9-1cb3817baa3b)
  
  Startups associated with Performars and raising funding up to $2 million are eligible for 75% off their 1st-year subscription.

  ![2023\_SalesHub\_Quotes-1](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/2023_SalesHub_Quotes-1.png?width=250&height=269&name=2023_SalesHub_Quotes-1.png)
- [CollaborationSmartsheetNew](https://www.performars.com/revops/smartsheet)
  
  **[Smartsheet](https://www.performars.com/revops/smartsheet)** - built to handle every case at any scale   [![Smartsheet Free Trial](https://no-cache.hubspot.com/cta/default/3384735/6429c5ea-ab76-4f09-9e31-66a14c013025.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/6429c5ea-ab76-4f09-9e31-66a14c013025)

    - **[Work Management Platform](https://www.performars.com/revops/smartsheet/platform)** 
          - [Project Management](https://www.performars.com/revops/smartsheet/platform/project-management)
          - [Digital Asset Management](https://www.performars.com/revops/smartsheet/platform/brandfolder)
          - [Resource Management](https://www.performars.com/revops/smartsheet/platform/resource-management)
          - [Views](https://www.performars.com/revops/smartsheet/platform/views)
          - [Control Center](https://www.performars.com/revops/smartsheet/platform/control-center)
          - [WorkApps](https://www.performars.com/revops/smartsheet/platform/workapps)
    - **[Project Portfolio Management](https://www.performars.com/revops/smartsheet/ppm)** 
          - [Business PMO](https://www.performars.com/revops/smartsheet/ppm/business-pmo)
          - [Enterprise PMO](https://www.performars.com/revops/smartsheet/ppm/enterprise-pmo)
          - [Service Delivery Management](https://www.performars.com/revops/smartsheet/ppm/services-delivery)
          - [IT Portfolio Management](https://www.performars.com/revops/smartsheet/ppm/it-portfolio-management)
          - [New Product Development](https://www.performars.com/revops/smartsheet/ppm/new-product-development)

  **[MCM](https://www.performars.com/revops/smartsheet/mcm)**  
    - - [Marketing management](https://www.performars.com/revops/smartsheet/mcm/marketing-management)
          - [Creative Operations](https://www.performars.com/revops/smartsheet/mcm/creative-operations)
          - [Event Management](https://www.performars.com/revops/smartsheet/mcm/event-management)
          - [Agency Management](https://www.performars.com/revops/smartsheet/mcm/angency-management)
  
  ![brandfolder by smartsheet](https://www.performars.com/hs-fs/hubfs/brandfolder%20by%20smartsheet.webp?width=130&height=40&name=brandfolder%20by%20smartsheet.webp)

    - **[Customer Success](https://www.performars.com/customer-support)**
    - - [Onboarding Service](https://www.performars.com/revops/smartsheet)
          - [Managed Service](https://www.performars.com/solutions/saas-managed-services)
          - [Consulting Services](https://www.performars.com/revops/smartsheet)
          - [Integration Services](https://www.performars.com/revops/integration)
          - [Knowledge Base](https://help.smartsheet.com/help)
  
   
  
    - **[Pricing](https://www.performars.com/revops/smartsheet/pricing)**

  ---
  
  [![Request a free Smartsheet consultation](https://no-cache.hubspot.com/cta/default/3384735/d613491e-a071-429a-912e-91ad08739f6e.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/d613491e-a071-429a-912e-91ad08739f6e)

  ![why-smar-platform@2x\_2-1](https://www.performars.com/hs-fs/hubfs/why-smar-platform@2x_2-1.webp?width=270&height=284&name=why-smar-platform@2x_2-1.webp)
- [EngagementON24New](https://www.performars.com/revops/on24)
  
  **[ON24](https://www.performars.com/revops/on24)** - intelligent engagement platform   [![ON24 DEMO request](https://no-cache.hubspot.com/cta/default/3384735/560f1e02-21aa-4cfc-8c76-7422c4a76395.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/560f1e02-21aa-4cfc-8c76-7422c4a76395)

    - **[Platform](https://www.performars.com/revops/on24/platform)** 
          - [Webinars](https://www.performars.com/revops/on24/platform/webinars)
          - [Performance Analytics](https://www.performars.com/revops/on24/platform/performance-analytics)
          - [Virtual Conference](https://www.performars.com/revops/on24/platform/virtual-conference)
          - [AI Engagement](https://www.performars.com/revops/on24/platform/ai-driven-engagement)
          - [Virtual Events](https://www.performars.com/revops/on24/platform/virtual-events)
          - [Integrations](https://www.performars.com/revops/on24/platform/integrations)
  
   

    - **[Solutions](https://www.performars.com/revops/on24/solutions)**
    - - [Demand Generations](https://www.performars.com/revops/on24/solutions/demand-generation)
          - [Product Marketing](https://www.performars.com/revops/on24/solutions/product-marketing)
          - [Customer Engagement](https://www.performars.com/revops/on24/solutions/customer-engagement)
          - [Partner Enablement](https://www.performars.com/revops/on24/solutions/partner-enablement)
    - **[Industries](https://www.performars.com/revops/on24/industries)**
    - - [Life Science](https://www.performars.com/revops/on24/industries/life-science)
          - [Technology](https://www.performars.com/revops/on24/industries/technology)
          - [Manufacturing](https://www.performars.com/revops/on24/industries/manufacturing)
          - [Insurance](https://www.performars.com/revops/on24/industries/insurance)

    - **[Guides](https://www.performars.com/revops/on24/guides)**
    - - [Webinars](https://www.performars.com/revops/on24/guides/webinars)
          - [Virtual Events](https://www.performars.com/revops/on24/guides/virtual-events)
          - [Personalized Experience](https://www.performars.com/revops/on24/guides/personalized-digital-experiences)
          - [Digital Engagement](https://www.performars.com/revops/on24/guides/digital-engagement)
          - [Webinar Marketing](https://www.performars.com/revops/on24/guides/webinar-marketing-strategy)
    - **[Webinar Benchmarks](https://www.performars.com/revops/on24/webinar-benchmarks)** 
          - [Digital Engagement](https://www.performars.com/revops/on24/webinar-benchmarks/digital-engagement)
          - [Life Sciences](https://www.performars.com/revops/on24/webinar-benchmarks/life-sciences)
          - [Technologies](https://www.performars.com/revops/on24/webinar-benchmarks/technology)
    - **[Software comparision](https://www.performars.com/revops/on24/webinar-software-compare)**

  ![Web\_04-02-1](https://www.performars.com/hs-fs/hubfs/Web_04-02-1.png?width=250&height=167&name=Web_04-02-1.png)
- [e-CommerceBloomreach](https://www.performars.com/revops/bloomreach)
  
  **[Bloomreach](https://www.performars.com/ko/revops/bloomreach)** - Make Online Shopping Personal   [![Get a Demo](https://no-cache.hubspot.com/cta/default/3384735/4c6950d5-90eb-4c36-b92f-2647a691d421.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/4c6950d5-90eb-4c36-b92f-2647a691d421)

    - **Product**
      
          - [Engagement](https://www.performars.com/revops/bloomreach/engagement)
          - [Content](https://www.performars.com/revops/bloomreach/content)
          - [Discovery](https://www.performars.com/revops/bloomreach/discovery)

    - **Data**
      
          - [Customer data engine](https://www.performars.com/revops/bloomreach/data-engine)
          - [Real-time Journey](https://www.bloomreach.com/en/products/real-time-customer-journeys)
          - [Segment Builder](https://www.bloomreach.com/en/products/segments-and-audience-builder)

  **User Support**  
    - - [Bloomreach Onboarding](https://www.performars.com/revops/bloomreach/onboarding-service)
          - [Support request](https://www.performars.com/customer-support)
          - [CRM Managed Service](https://www.performars.com/solutions/saas-managed-services)
  
   
  
  **Resources**
  
    - - [Use case](https://www.bloomreach.com/en/products/engagement/plug-and-play)
          - [Case Studies](https://www.bloomreach.com/en/case-studies)
          - [Integrations](https://www.bloomreach.com/en/integrations)
          - [Developers](https://documentation.bloomreach.com/)

  ---
  
  [![Request a free Bloomreach consultation](https://no-cache.hubspot.com/cta/default/3384735/2a6c87c6-4927-4573-8a84-d52455abefe2.png)](https://cta-redirect.hubspot.com/cta/redirect/3384735/2a6c87c6-4927-4573-8a84-d52455abefe2)

  ![illu@4x](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/Bloomreach/illu@4x.jpg?width=250&height=211&name=illu@4x.jpg)

En

- English
- [한국어](https://www.performars.com/ko/revops/smartsheet/onboarding-service)
- [中文 - 繁體](https://www.performars.com/zh-tw/revops/smartsheet/onboarding-service)

[Contact us](https://www.performars.com/contact?hsLang=en)

[Contact us](https://www.performars.com/contact?hsLang=en)

More results

- [Business SolutionRevOps](https://www.performars.com/persona-marketing)

    - [What is RevOps?](https://www.performars.com/revops/strategy)
    - [Persona CRM marketing](https://www.performars.com/persona-marketing)

          - [Digital Go-to-market Strategy](https://www.performars.com/persona-marketing/go-to-market-strategy)
          - [Customer Persona development](https://www.performars.com/persona-marketing/persona-development)
          - [Customer journey design](https://www.performars.com/persona-marketing/customer-journey-map)
          - [SEO](https://www.performars.com/persona-marketing/search-engine-optimization)
          - [PPC optimization](https://www.performars.com/persona-marketing/ppc-optimization)
    - Vertical Solution

          - [Marketers at Large enterprises](https://www.performars.com/solutions/enterprise-marketing)
          - [Marketers at Startups](https://www.performars.com/solutions/startup-marketing)
          - [Marketers at B2B companies](https://www.performars.com/solutions/b2b-marketing)
          - [Marketers in Healthcare](https://www.performars.com/solutions/pharma-marketing)
          - [Marketers in Tourism](https://www.performars.com/solutions/tourism-marketing)
    - [All-in-one marketing managed Recommend](https://www.performars.com/solutions/all-in-one-marketing-services)
- [CRMHubSpot](https://www.performars.com/revops/hubspot)

    - Software

          - [Marketing Hub](https://www.performars.com/revops/hubspot/marketinghub)
          - [Sales Hub](https://www.performars.com/revops/hubspot/saleshub)
          - [Service Hub](https://www.performars.com/revops/hubspot/servicehub)
          - [Content Hub](https://www.performars.com/revops/hubspot/contenthub)
          - [Operation Hub](https://www.performars.com/revops/hubspot/operationshub)
          - [Breeze AI](https://www.performars.com/revops/hubspot/breeze)
    - Resources

          - [Why HubSpot?](https://www.performars.com/revops/hubspot/why)
          - [What is HubSpot?](https://www.performars.com/revops/hubspot/what-is-hubspot)
          - [CRM adoption checklist](https://www.performars.com/revops/hubspot/crm-checklist)
          - [Salesforce vs. HubSpot](https://www.performars.com/revops/hubspot/salesforce-marketing-cloud-comparison)
    - User Support

          - [Premier Onboarding](https://www.performars.com/revops/hubspot/growth-program)
          - [Basic Onboarding](https://www.performars.com/revops/hubspot/onboarding-service)
          - [CRM integrations](https://www.performars.com/revops/hubspot/crm-checklist)
          - [Managed Services](https://www.performars.com/solutions/saas-managed-services)
          - [Kakao/SMS integrations](https://www.performars.com/revops/hubspot/integration/kakaotalk-sms)
          - [Support request](https://www.performars.com/customer-support)
    - [HubSpot for Startups](https://www.performars.com/revops/hubspot/startups)
- [CollaborationSmartsheetNew](https://www.performars.com/revops/smartsheet)

    - [Work Management Platform](https://www.performars.com/revops/smartsheet/platform)

          - [Project Managment](https://www.performars.com/revops/smartsheet/platform/project-management)
          - [Digital Asset Management](https://www.performars.com/revops/smartsheet/platform/brandfolder)
          - [Resource Management](https://www.performars.com/revops/smartsheet/platform/resource-management)
          - [View](https://www.performars.com/revops/smartsheet/platform/views)
          - [Control Center](https://www.performars.com/revops/smartsheet/platform/control-center)
          - [WorkApps](https://www.performars.com/revops/smartsheet/platform/workapps)
    - [Project Portfolio Management](https://www.performars.com/revops/smartsheet/ppm)

          - [Business PMO](https://www.performars.com/revops/smartsheet/ppm/business-pmo)
          - [Enterprise PMO](https://www.performars.com/revops/smartsheet/ppm/enterprise-pmo)
          - [IT Portfolio Management](https://www.performars.com/revops/smartsheet/ppm/it-portfolio-management)
          - [Service Delivery Management](https://www.performars.com/revops/smartsheet/ppm/services-delivery)
          - [New Product Development](https://www.performars.com/revops/smartsheet/ppm/new-product-development)
    - [Marketing and Creative Management](https://www.performars.com/revops/smartsheet/mcm)

          - [Marketing Management](https://www.performars.com/revops/smartsheet/ppm/business-pmo)
          - [Creative Operations](https://www.performars.com/revops/smartsheet/ppm/enterprise-pmo)
          - [Event Management](https://www.performars.com/revops/smartsheet/ppm/it-portfolio-management)
          - [Agency Management](https://www.performars.com/revops/smartsheet/ppm/services-delivery)
    - [Smartsheet Pricing](https://www.performars.com/revops/smartsheet/pricing)
- [EngagementON24New](https://www.performars.com/revops/on24)

    - [Platform](https://www.performars.com/revops/on24/platform)

          - [Webinars](https://www.performars.com/revops/on24/platform/webinars)
          - [Performance Analytics](https://www.performars.com/revops/on24/platform/performance-analytics)
          - [Resource Management](https://www.performars.com/revops/smartsheet/platform/resource-management)
          - [Virtual Conference](https://www.performars.com/revops/on24/platform/virtual-conference)
          - [AI engagement](https://www.performars.com/ko/revops/on24/platform/ai-driven-engagement)
          - [Virtual Events](https://www.performars.com/revops/on24/platform/virtual-events)
          - [Integrations](https://www.performars.com/revops/on24/platform/integrations)
    - [Solutions](https://www.performars.com/revops/on24/solutions)

          - [Demand Generation](https://www.performars.com/revops/on24/solutions/demand-generation)
          - [Product Marketing](https://www.performars.com/revops/on24/solutions/product-marketing)
          - [Customer Engagement](https://www.performars.com/revops/on24/solutions/customer-engagement)
          - [Partner Enablement](https://www.performars.com/revops/on24/solutions/partner-enablement)
    - [Industries](https://www.performars.com/revops/on24/industries)

          - [Life Science](https://www.performars.com/revops/on24/industries/life-science)
          - [Technology](https://www.performars.com/revops/on24/industries/technology)
          - [Insurance](https://www.performars.com/revops/on24/industries/insurance)
          - [Manufacturing](https://www.performars.com/ko/revops/on24/industries/manufacturing)
    - [Guides](https://www.performars.com/revops/on24/guides)
    - [Benchmarks](https://www.performars.com/revops/on24/webinar-benchmarks)
- [e-CommerceBloomreach](https://www.performars.com/revops/bloomreach)

    - [Engagement](https://www.performars.com/revops/bloomreach/engagement)
    - [Content](https://www.performars.com/revops/bloomreach/content)
    - [Discovery](https://www.performars.com/ko/revops/bloomreach/discovery)
    - [Bloomreach Onboarding Service](https://www.performars.com/revops/bloomreach/onboarding-service)

[Contact us](https://www.performars.com/about/contact?hsLang=en)

# Smartsheet onboarding

Skilled Smartsheet consultants and Cloud engineers with experience in operating onboarding programs for over 100 SaaS clients are here to support your successful implementation and operation of Smartsheet.

 

Combining Performars' expertise and know-how with Smartsheet's global standard onboarding, we can provide onboarding services tailored to your business needs.

 

[Smartsheet free trial](https://www.performars.com/revops/smartsheet/free-trial?hsLang=en)[Get a free consultation](https://www.performars.com/en/revops/smartsheet/onboarding-service#contact)

![Solutions-Professional Services-8](https://www.performars.com/hs-fs/hubfs/Solutions-Professional%20Services-8.jpg?width=650&height=434&name=Solutions-Professional%20Services-8.jpg)

Smartsheet Onboarding

## Smartsheet Onboarding

Performars possesses the experience and expertise to successfully conduct SaaS onboarding for around 100 clients.

![smartsheet](https://www.performars.com/hs-fs/hubfs/Smartsheet/smartsheet.png?width=250&height=114&name=smartsheet.png)

 

Onboarding Service

Work management

Basic Training ![comptab-infoalt7-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-infoalt7-icon.svg) Onboarding Service

![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg)

Workflow setting ![comptab-infoalt7-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-infoalt7-icon.svg) Two out of PMO, CRM, Marketing, HR, Dev

![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg)

Template settings ![comptab-infoalt7-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-infoalt7-icon.svg) Initial template for the selected workflow

![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg)

Platform setup ![comptab-infoalt7-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-infoalt7-icon.svg) Account creation, User creation, Security setup, default integration

![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg)

Dashboard ![comptab-infoalt7-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-infoalt7-icon.svg) Setting guide

![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg)

Data integration guide ![comptab-infoalt7-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-infoalt7-icon.svg) Excel importing and other data integration guide

![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg)

App integration ![comptab-infoalt7-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-infoalt7-icon.svg) Connect with marketplace Apps.

![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg)

Smartsheet Onboarding

## Onboarding Milestone

Onboarding takes place as follows:

Week 1

### Orientation & Kick-off

Introduce new users to Smartsheet and onboard support team, setting up support methods and communication channels.

Week 1

Week 2

### Onboarding Plan

Establish goals and workflows tailored for Smartsheet's customer onboarding process, defining related tasks and schedules to solidify communication between customers and Performars.

Week 2

Week 2

### 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.

Week 2

Weeks 2-3

### Practice with Project tasks

Implement the Smartsheet template and assign missions for users to directly execute, enhancing skills through practical exercises.

Weeks 2-3

Week 4

### Revise the growth goal

Through onboarding, we work with users who are familiar with Smartsheet to set new growth goals and adjust them accordingly.

Week 4

Week 4

### Future training & Ongoing service

Guiding teams and systems for future learning, ultimately measuring satisfaction with onboarding before concluding.

Week 4

## FAQs

What is Smartsheet onboarding?

Smartsheet onboarding provides friendly guidance from basic product usage to advanced features, helping users understand and utilize Smartsheet's functions correctly.

Why do I need a Smartsheet onboarding?

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.

How much does Smartsheet onboarding cost?

Smartsheet onboarding pricing is as follows:

- Onboarding: $4,000/4 weeks
- Consulting and Implementation: Upon request

Flexible Work Management

## Work with us to increase Smartsheet ROI

Performars is here to support you.

![2023\_SUI](https://www.performars.com/hubfs/2023%20RevOps%20website/hubspot/Illustratives/2023_SUI.svg)

#### Smartsheet Onboarding

Onboarding & Support  
Workflow guide  
 User training

[Smartsheet Onboarding](https://www.performars.com/en/revops/smartsheet/onboarding-service)

![2023\_Integration3](https://www.performars.com/hubfs/2023%20RevOps%20website/hubspot/Illustratives/2023_Integration3.svg)

#### Smartsheet data integration

Integration design  
Interface design & build  
Build Workflow automation

[Smartsheet data integration](https://www.performars.com/en/revops/smartsheet/onboarding-service#contact)

![2023\_Symmetry](https://www.performars.com/hubfs/2023%20RevOps%20website/hubspot/Illustratives/2023_Symmetry.svg)

#### Process design consulting

Discovery workshop  
 Workflow analysis & design  
Best practices on intelligent cross-platform workflows

[Process design consulting](https://www.performars.com/en/revops/smartsheet/onboarding-service#contact)

![erp](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/erp.png?width=512&height=512&name=erp.png)

SaaS integration service

Support integration among CRM, ERP, and WorkOS in legacy or cloud environments.

[Learn more](https://www.performars.com/revops/integration?hsLang=en)

![crm](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/crm.png?width=512&height=512&name=crm.png)

SaaS managed service

Manage and optimize RevOps solutions including HubSpot, Smartsheet, Bloomreach.

[Learn more](https://www.performars.com/solutions/saas-managed-services?hsLang=en)

## All Smartsheet products designed to eliminate unnecessary effort

Your success is our mission.

## Customer reviews of Performars

See what our customers have to say about their growth with Performars.

"All your dreams, Performars makes them come true. Performars is the best helper to fulfill your dreams in web services. The members are very open and willing to help at a low cost. Performars is very helpful for our business"

![sk-logo](https://www.performars.com/hs-fs/hubfs/Performars_March2018/Images/sk-logo.png?width=300&height=300&name=sk-logo.png)

Sangyoon Jung

Marketing Manager | SK Group

"We knew very little about the HubSpot capabilities that could help us, and when we started to wonder, 'What's in it for us?' We met with Performars, and with their ongoing support, we're now using HubSpot tools to help us with sales and marketing."

![CJ-Group-Logo-Vector](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/CJ-Group-Logo-Vector.jpg?width=1000&height=1000&name=CJ-Group-Logo-Vector.jpg)

Dohyeong Kim

Marketing Lead | Global Business

"For the introduction of the HubSpot program, we had to do marketing that was different from our existing business, so there were many challenges to solve, such as construction, planning, and content, but with the overall consulting from Performars, we were able to introduce the system smoothly. In particular, as a global company, security and privacy laws are strict, and we solved the problem together through global networking. Hubspot is an unfamiliar system and does not support Korean, so it is essential to have an expert to introduce it. After consulting with several companies, we chose Performars because of its high level of expertise, and we are glad we did."

![panasonic-logo-transparent-free-png](https://www.performars.com/hs-fs/hubfs/2023%20RevOps%20website/hubspot/panasonic-logo-transparent-free-png.webp?width=1920&height=1920&name=panasonic-logo-transparent-free-png.webp)

Kim Ahm

Marketing manager | Strategy & Planning

"We really liked working with Performars, the team was very professional and helpful. They bring a good framework and know-how, and have a deep expertise in HubSpot in particular. They set us up for success with education and training."

![MidasIT](https://www.performars.com/hs-fs/hubfs/MidasIT.png?width=225&height=225&name=MidasIT.png)

Youngjong Yeom

Director | Strategy & Planning

"As a marketing program, HubSpot is well-known and has a lot of features, but there are many parts that are not suitable for the Korean market. Since the majority of our sales are based on SMS and KakaoTalk, it's great to see that Performars is making it easy to use the parts that are difficult to develop on our own. I think it will be a key to solving the problems of domestic companies in using HubSpot in the future."

![harley-davidson-11-logo-png-transparent](https://www.performars.com/hs-fs/hubfs/harley-davidson-11-logo-png-transparent.png?width=50&height=38&name=harley-davidson-11-logo-png-transparent.png)

Wuyong Kim

Manager | Marketing

"We've adopted it as a sales management tool, and we're also using it for our marketing hub, which would have taken a lot of resources to onboard if we hadn't gone through Performars, including initial setup, advice on how to operate, etc. We've gotten a lot of help every step of the way as we've scaled. HubSpot has helped us build an efficient sales process. We've been able to use reports to compile performance data in real-time, which frees up time to focus on other tasks. We've also been able to align across functions because everyone is seeing the same information."

![eventus-logo](https://www.performars.com/hs-fs/hubfs/eventus-logo.jpg?width=100&height=100&name=eventus-logo.jpg)

Byungmoon Hwang

Leader | Solution BU

"Even the most competitive tools are difficult to adopt if they are difficult to onboard, use, and maintain. Especially competitive foreign CRMs often have limited local support and sales resources in Korea. Performars' implementation experience and various references gave us a point of reference where we could count on reliable support whenever we had these concerns, and this has been true even after the actual implementation. We don't regret working with Performars!"

![modusign logo](https://www.performars.com/hs-fs/hubfs/modusign%20logo.png?width=100&height=83&name=modusign%20logo.png)

Eddy Kim

General Manager | Sales

"Performars was proactive during the initial setup to help the team quickly adopt HubSpot into their work. We started with the sales hub and have now expanded to the marketing hub. Performars is helping us to leverage HubSpot as our business grows."

![Dwale logo](https://www.performars.com/hs-fs/hubfs/%EB%94%94%EC%9B%A8%EC%9D%BC%20%EB%A1%9C%EA%B3%A0.png?width=256&height=256&name=%EB%94%94%EC%9B%A8%EC%9D%BC%20%EB%A1%9C%EA%B3%A0.png)

Ye Ryung Lee

Customer Success Lead

Smartsheet Onboarding

## Get a free consultation

For Smartsheet onboarding services, work with the best.

![smartsheet](https://www.performars.com/hs-fs/hubfs/Smartsheet/smartsheet.png?width=250&height=114&name=smartsheet.png)

#### About the company

Performars is a company that provides global sales growth and RevOps solutions. We use a unique CRM-based persona marketing methodology along with related RevOps technology to help our clients grow in new markets. We directly support our clients' global business success by expanding into countries such as Korea, Singapore, Taiwan, and the United States.

 

<https://revenuefy.io/ko/?hsLang=en><https://www.linkedin.com/company/performars/><https://www.facebook.com/hiperformars><https://www.youtube.com/@performars><https://twitter.com/hiperformars><https://performars.slack.com>

[RevOps Solutions](https://www.performars.com/revops?hsLang=en)

- [HubSpot](https://www.performars.com/revops/hubspot?hsLang=en)
- [Smartsheet](https://www.performars.com/revops/smartsheet?hsLang=en)
- [ON24](https://www.performars.com/revops/on24?hsLang=en)
- [Bloomreach](https://www.performars.com/revops/bloomreach?hsLang=en)
- [Semrush](https://www.performars.com/revops/semrush?hsLang=en)
- [Find My Market new](https://findmymarket.com?hsLang=en)
- [RevOps integration](https://www.performars.com/revops/integration?hsLang=en)
- [RevOps managed](https://www.performars.com/solutions/saas-managed-services?hsLang=en)
- [Request consultation](https://www.performars.com/revops/consultation?hsLang=en)

Customer Success

- [Support request](https://www.performars.com/customer-support?hsLang=en)
- [HubSpot Onboard](https://www.performars.com/revops/hubspot/onboarding-service?hsLang=en)
- [Smartsheet Onboard](https://www.performars.com/en/revops/smartsheet/onboarding-service)
- [Bloomreach Onboard](https://www.performars.com/revops/bloomreach/onboarding-service?hsLang=en)
- [Growth Consultation](https://www.performars.com/persona-marketing/consultation?hsLang=en)
- [Request for quote](https://www.performars.com/quote?hsLang=en)

Resources & Tools

- [Website grader](https://www.performars.com/website-grader?hsLang=en)
- [Budget planner](https://www.performars.com/marketing_budget_planner?hsLang=en)
- [Marketing guide](https://www.performars.com/growth-marketing-guideline?hsLang=en)
- [Case Study](https://www.performars.com?hsLang=en)

About us

- [Team](https://www.performars.com/company?hsLang=en)
- [Client](https://www.performars.com/client?hsLang=en)
- [Partner](https://www.performars.com/partners?hsLang=en)
- [Contact us](https://www.performars.com/contact?hsLang=en)

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