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Does the client have any current Smartsheet usage?

Summarize the possible use cases.

06/14/25 4:54 PM

Client Discovery Notes - Horizon Builders

The document is a client discovery note for Horizon Builders, a construction management firm. It outlines their interest in Smartsheet for project management, summarizes a meeting with key stakeholders, and lists potential use cases for Smartsheet. It also details next steps and recommended actions.

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No immediate action required by the client. Archer to initiate demo prep and confirm meeting availability next week.

1. Archer to prepare a demo tailored to Horizon’s workflows by November 8, 2025. 2. Follow-up meeting with CFO and VP of Operations to validate requirements. 3. Provide initial license quote and deployment timeline after demo review.

Their IT Manager confirmed no current Smartsheet licensing, though one PM mentioned using a personal trial in 2023.

1. Project Portfolio Dashboard for project overview. 2. RFI/Change Order Tracker for issue tracking. 3. Forecasting Sheet for budget data and dashboards. 4. Resource Allocation Tool for crew availability.

11/07/25 10:28 AM

Client Follow-Up Notes – Horizon Builders

The document is a follow-up note from a meeting with Horizon Builders discussing a Smartsheet solution demo. It includes key takeaways, Smartsheet licensing and usage updates, additional potential use cases, and next steps.

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Horizon has not yet purchased licenses but plans to start with 10 Business licenses in Q1 2026.

1. Safety & Compliance Tracking: Field supervisors complete checklists from mobile devices. 2. Vendor Bid Tracker: Collects bids and auto-flags lowest compliant vendor. 3. Client Handover Package: Automated generation of close-out documents.

11/07/25 10:29 AM