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Hi, I'm Beth

Founder of Smarter Workflow

About Me

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When I started using Smartsheet - over 10 years ago - it was in the simplest way possible. A basic grid with checkboxes so three people could coordinate travel plans.

 

That was it.

 

Nothing fancy.

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Then one day, everything changed.

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I was asked to report sales figures to senior leadership and stumbled across the Dashboard feature. I had never built a Smartsheet dashboard before, but I had a hunch it could do more for us than another Excel file ever could.

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I was right.

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That dashboard was called a game changer. Our weekly updates suddenly influenced decisions across the entire organization. Leaders could see, at a glance, exactly where we stood against our goals. Even better, they could click a metric and jump straight to the underlying data.

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That experience lit a spark.

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From there, I dove deeper. Experimenting with automations, building reports, creating more dashboards, adding symbols to keep teams aligned, and using dates and conditional formatting to highlight what mattered most. Eventually, I became Smartsheet certified and realized how much I loved helping others understand what the platform could do.

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But here’s the truth: My learning journey was not a straight line.

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I was busy. I didn’t have hours to learn a new tool. And honestly, I didn’t even know what I didn’t know. I had no idea you could switch a grid into Calendar View, or that Sheet Summary existed, or that formulas could be both maddening and magical. I learned slowly, often by stumbling around in the dark.

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And once everything finally clicked, I knew I wanted to help others get there faster and with far less frustration.

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That’s why I created Smarter Workflow.

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This platform exists to help you learn project management, build confidence, support your team, and level up your Smartsheet skills so you can absolutely crush it at work.

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My “About Me” is really an “About You.”

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Because Smarter Workflow was built for people who are busy, capable, and ready to work smarter.

​If you are ready to make Smartsheet feel less overwhelming and more useful, I would love to meet with you.

​Let’s look at where you are, where you want to go, and how Smarter Workflow can help you get there faster.

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Let’s get Smarter together.

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Schedule a meeting with Beth and start building a workflow that actually works for you.

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