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Generated Oct 22, 2026
  1. Programmable
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growth playbook · Oct 22, 2026

smartsheet.com (opens in a new tab)

Smartsheet growth playbook

Diagnosis

Smartsheet's hiring centers on turning its MCP Server and agents into daily use. An MCP product manager is asked why 7,500+ connected organisations do not become active tool callers. A technical AI product marketer will build reference workflows and adoption scoring, and a developer community manager starts from the ground up.

Around them sit EMEA expansion (DACH sellers, a new partner segment) and a public sector team. The site has the content but not the path: there is no MCP page, the /ai page does not link to the connector listings, the open-source agents have 9 stars, and the comparisons with monday.com, Wrike and ClickUp are missing.

This playbook first builds the MCP hub, the Pro-to-Business upgrade moment, the missing comparisons, a CLI tools launch, German AI pages and AI customer proof. Then come adoption scoring, a builder program, a partner rollout offer, a government AI page and reference workflows. Last are vertical tool packs, a usage report and sign-ups from inside assistants.

Growth Score

7/10

Biggest Opportunity

Turn the 7,500+ connected organisations into active users with one clear MCP path, then use that usage as proof in sales, partners and research.

Biggest Risk

monday.com, Asana, Wrike and ClickUp all now sell "people and agents"; if connections stay inactive, Smartsheet's early MCP lead becomes a feature everyone has.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    One MCP page that takes a connected organisation from "connected" to its first useful AI answer

    Measure today's 14-day activation rate for newly connected organisations.

    High impact First result in 1 month
  2. 2

    Turn "Connect to external AI tools" into the clearest reason to move from Pro to Business

    Count Pro accounts that tried to connect an AI tool last month.

    High impact First result in 1 month
  3. 3

    Publish the comparisons buyers search for: Smartsheet vs monday.com, Wrike and ClickUp

    Check search volume for each comparison term.

    High impact First result in 1 month

02

Your idea portfolio

20 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 8Fill-ins · 7Reconsider · 2
Effort →

Showing 20 of 20 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Smartsheet says 7,500+ organisations have connected its MCP Server across five AI platforms, and the new MCP product manager is asked why connected organisations "don't become active tool callers". The public path is hard to follow. smartsheet.com/mcp returns 404. The /ai page names Claude, Copilot, Gemini, ChatGPT and Amazon Quick but links to none of their connector listings or to the MCP Server docs; it offers one help article. MCP news is spread over about a dozen posts. An admin who has just connected has no single page that shows what to ask first.

    High impactLow effort First result in 1 month Senior Product Manager II

    First action

    Measure today's 14-day activation rate for newly connected organisations.

    How to measure it

    14-day MCP activation rate

    Now
    –
    Target
    +15 points
    By
    90 days

    Steps

    1. 1

      Baseline

      Connected organisations and their first tool calls, by assistant.

      Manager, Revenue Operations Analytics 3 days

    2. 2

      Write the prompts

      Ten prompts that create tasks, update status or surface risks.

      Principal Technical Product Marketing Manager, AI 3 days

    3. 3

      Design the page

      Assistant cards, tools by job, admin section.

      Senior Web UX Designer 1 week

    4. 4

      Build /mcp

      With links from /ai, the listings, help and docs.

      Web Strategy Manager 1 week

    5. 5

      First-week email

      To newly connected admins and users.

      Lifecycle Marketing Manager 1 week

    6. 6

      Track

      Activation by assistant and plan.

      Manager, Revenue Operations Analytics weekly

    7. 7

      Iterate

      Swap prompts that are not used.

      Senior Product Manager II, Developer ecosystem MCP monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Senior Product Manager II, Developer ecosystem MCP

    Smallest test

    Add the five connector links and five prompts to the /ai page this week.

    Why it works

    Publish /mcp as the hub. It should have a card per assistant (who can use it, plan needed, one-click setup link), the 35+ tools grouped by job, ten copy-paste prompts that "move work forward" (the 48% of early Claude actions), CLI Power Tools for power users, and admin controls and seat management for IT. Link it from /ai, every connector listing, the help article and the developer docs. Add a short "first week" email that sends newly connected admins to the same prompts. Measure the share of connected organisations that make tool calls in their first 14 days.

    Activation is the stated problem, and most of the content already exists. One page that turns setup into a first answer is the cheapest lever on the 7,500 organisations that have already said yes.

    Ready to use

    Checklist/mcp hub contents

    [ ] One card per assistant: Claude, Copilot, Gemini, ChatGPT, Amazon Quick
    [ ] Plan needed (Business and up) and the assistant plan needed
    [ ] Setup link and a 2-minute video
    [ ] 35+ tools grouped by job
    [ ] Ten "move work forward" prompts
    [ ] CLI Power Tools for power users
    [ ] Admin controls and seat management
    [ ] Links from /ai, marketplace listings, help article and developer docs

    Risks and how to handle them

    • Assistant setup flows change

      Each card links to the partner's own current setup page.

    • Pro customers cannot connect

      Show the Business plan requirement and an upgrade path on each card.

    Evidence

    • HiringSenior Product Manager II, Developer ecosystem MCP (remote UK, posted September 15, 2026): "With 7,500+ organisations connected across five AI platforms and an Anthropic case study validating Smartsheet's position, MCP is one of the most strategically significant product areas in the company." The role must understand "why connected organisations don't become active tool callers", champion "CLI power users, agent builders", turn pilots into "showcases, reference stories, and adoption plays", and write documentation "that makes the ecosystem self serve".Source
    • Your websiteThe /ai page (checked October 21, 2026): an "MCP Connectors" section says the MCP Server "connects your live work to Claude, Copilot, Gemini, ChatGPT, Amazon Quick, and more", and "Smart Agents" are "coming soon" through an Early Adopter Program. Its only MCP links are one help article and the developer portal home page; it does not link to the connector listings in the marketplace (Claude, Microsoft Copilot, Gemini, ChatGPT, Amazon Quick) or to the MCP Server docs. /mcp returns 404, and MCP news is spread over about a dozen content-center posts.Source
    • Press releaseMarch 24, 2026: the Smartsheet MCP Server reached "4,000 Users with 1.74 Million Total Actions" in its first week; customers "now have access to more than 35 tools for AI agents"; "48% of all actions taken by early adopters using Claude move work forward by automatically creating tasks" or making updates.Source
    • Your websiteMarketplace listing for Claude: the connector "is available to Smartsheet Business and Enterprise customers with Claude Pro, Max, Team, or Enterprise accounts"; the call to action is "Visit the Claude website to get started". Similar listings exist for Microsoft Copilot, Gemini, ChatGPT and Amazon Quick.Source
    • Your websiteApril 30, 2026: "CLI Power Tools", a free, open-source pack of three Claude Code agents (bottleneck-scanner, reassignment-helper, engagement-cloner) built against the MCP Server. On GitHub (October 21, 2026) the cli-agent-power-tools repository has 9 stars and smartsheet-mcp-community has none; the Python SDK has 82.Source
  • 02

    External AI connections are a Business-plan feature marked New, and the Claude listing says it needs Business or Enterprise. Pro teams that try to connect their assistant hit a wall without being told what they would get.

    High impactLow effort First result in 1 month Pricing and Packaging Manager

    First action

    Count Pro accounts that tried to connect an AI tool last month.

    How to measure it

    Pro-to-Business upgrades from AI prompts

    Now
    –
    Target
    +20%
    By
    90 days

    Steps

    1. 1

      Find the moment

      Where Pro users hit the limit.

      Product Analytics 3 days

    2. 2

      Write the prompt

      Three example answers.

      Principal Technical Product Marketing Manager, AI 2 days

    3. 3

      Add a trial

      14-day Business trial.

      Growth Product Manager 1 week

    4. 4

      Update pricing

      Explain the feature.

      Web Strategy Manager 2 days

    5. 5

      Test

      Against the current block.

      Product Analytics 1 month

    6. 6

      Roll out

      If it wins.

      Growth Product Manager 1 week

    First result
    1 month
    Cost
    Engineering time
    Owner
    Pricing and Packaging Manager

    Smallest test

    Email last month's blocked Pro users a Business trial.

    Why it works

    When a Pro user starts an MCP connection, show what it unlocks (three example answers on their own sheets), the Business price difference and a 14-day Business trial. Put the same comparison on the pricing page next to the feature.

    People are most willing to upgrade at the moment they try to use a feature.

    Risks and how to handle them

    • Upgrade pressure annoys users

      Show it only when they try the feature.

    Evidence

    • Your websitePricing page: Pro $9 per member a month billed yearly ($12 monthly) for 1-10 members, with "Conversational AI features"; Business $19 ($24) for 3+ members, which adds "Connect to external AI tools" (marked New) and unlimited automations; Enterprise (custom) adds Scenario Planning, Portfolios and SAML SSO; Advanced Work Management adds Control Center, Dynamic View, Data Shuttle and connectors.Source
    • Your websiteMarketplace listing for Claude: the connector "is available to Smartsheet Business and Enterprise customers with Claude Pro, Max, Team, or Enterprise accounts"; the call to action is "Visit the Claude website to get started". Similar listings exist for Microsoft Copilot, Gemini, ChatGPT and Amazon Quick.Source
    • Press releaseMarch 24, 2026: the Smartsheet MCP Server reached "4,000 Users with 1.74 Million Total Actions" in its first week; customers "now have access to more than 35 tools for AI agents"; "48% of all actions taken by early adopters using Claude move work forward by automatically creating tasks" or making updates.Source
  • 03

    Smartsheet has public pages against Asana and Trello, but /smartsheet-vs-monday redirects to a datasheet and the Wrike and ClickUp versions return 404. All three rivals now lead their homepages with people-plus-AI messaging, so the AI comparison is the one buyers need.

    High impactLow effort First result in 1 month Principal Technical Product M…

    First action

    Check search volume for each comparison term.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    +50%
    By
    90 days

    Steps

    1. 1

      Size demand

      Search volume by rival.

      SEO Manager 1 day

    2. 2

      Check facts

      Each rival's current pricing and AI.

      Principal Technical Product Marketing Manager, AI 1 week

    3. 3

      Write pages

      Fair tables with sources.

      Content Marketing Manager 1 week

    4. 4

      Legal review

      Claims and trademarks.

      Legal 1 week

    5. 5

      Publish

      Ungated, with demo links.

      Web Strategy Manager 2 days

    6. 6

      Refresh

      Quarterly.

      Principal Technical Product Marketing Manager, AI quarterly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Principal Technical Product Marketing Manager, AI

    Smallest test

    Publish the monday.com page first.

    Why it works

    Write fair, dated head-to-head pages for monday.com, Wrike and ClickUp: plans, enterprise controls, portfolio features, AI and MCP connections to outside assistants, and migration help. Refresh the Asana page with the same AI section.

    Comparison searches are late-stage. The MCP story, where Smartsheet connects to five assistants, is a concrete point of difference.

    Risks and how to handle them

    • Rivals change quickly

      Date every row.

    Evidence

    • Your websiteComparison content: /smartsheet-vs-asana and /smartsheet-vs-trello pages, "alternative" pages for Microsoft Project, Basecamp, Jira and SharePoint, and gated comparison demos; /smartsheet-vs-monday redirects to a datasheet, and /smartsheet-vs-wrike and /smartsheet-vs-clickup return 404.Source
    • Competitor researchRivals' own homepages: monday.com, "The AI Workspace for People & Agents"; Asana, "Work & Project Management for Human-Agent Teams"; Wrike, "the trusted work delivery platform for people and AI"; ClickUp, "Software, AI, and humans converge".Source
    • Your websiteThe /ai page (checked October 21, 2026): an "MCP Connectors" section says the MCP Server "connects your live work to Claude, Copilot, Gemini, ChatGPT, Amazon Quick, and more", and "Smart Agents" are "coming soon" through an Early Adopter Program. Its only MCP links are one help article and the developer portal home page; it does not link to the connector listings in the marketplace (Claude, Microsoft Copilot, Gemini, ChatGPT, Amazon Quick) or to the MCP Server docs. /mcp returns 404, and MCP news is spread over about a dozen content-center posts.Source
    • Press releaseJune 11, 2026: Smartsheet added Microsoft Copilot, ChatGPT and Google Cloud Gemini Enterprise connections to its MCP Server, alongside Claude, and launched Smart Assist inside the platform. Theme: "The Work is the Intelligence".Source
  • 04

    CLI Power Tools are free, open-source Claude Code agents built against the MCP Server, and the MCP PM is asked to champion CLI power users and agent builders. The repository has 9 GitHub stars and the MCP community repository has none, so developers aren't finding them.

    Medium impactLow effort First result in 1 month Developer Community Manager

    First action

    Rewrite the README and add a demo GIF.

    How to measure it

    Stars on cli-agent-power-tools

    Now
    –
    Target
    500
    By
    90 days

    Steps

    1. 1

      Rewrite README

      Install, examples, template.

      Developer Community Manager 2 days

    2. 2

      Record demo

      60 seconds.

      Principal Technical Product Marketing Manager, AI 1 day

    3. 3

      Post

      Community, forums, newsletter.

      Developer Community Manager 1 week

    4. 4

      Run a challenge

      Monthly agent challenge.

      Developer Community Manager monthly

    5. 5

      Merge contributions

      Review and credit.

      Developer Relations Engineer ongoing

    6. 6

      Measure

      Stars, forks, MCP calls from CLI.

      Senior Product Manager II, Developer ecosystem MCP monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Developer Community Manager

    Smallest test

    Post the tools in the community this week.

    Why it works

    Add a clear README with a 60-second install video, example outputs and a "build your own agent" template. Post it in the Smartsheet Builders community, on developer forums and in the developer newsletter. Ask contributors for new agents through a monthly challenge.

    Developers judge a platform by its open-source examples, and stars and forks bring more developers.

    Risks and how to handle them

    • Low-quality pull requests

      Publish contribution rules.

    Evidence

    • Your websiteApril 30, 2026: "CLI Power Tools", a free, open-source pack of three Claude Code agents (bottleneck-scanner, reassignment-helper, engagement-cloner) built against the MCP Server. On GitHub (October 21, 2026) the cli-agent-power-tools repository has 9 stars and smartsheet-mcp-community has none; the Python SDK has 82.Source
    • HiringSenior Product Manager II, Developer ecosystem MCP (remote UK, posted September 15, 2026): "With 7,500+ organisations connected across five AI platforms and an Anthropic case study validating Smartsheet's position, MCP is one of the most strategically significant product areas in the company." The role must understand "why connected organisations don't become active tool callers", champion "CLI power users, agent builders", turn pilots into "showcases, reference stories, and adoption plays", and write documentation "that makes the ecosystem self serve".Source
    • HiringDeveloper Community Manager (Bengaluru, posted August 24, 2026): "build, grow, and lead our developer community from the ground up", with office hours, AMAs, "developer challenges, prompts, and hackathons", "gamification and badging", tutorials and guides, and community health reporting.Source
    • Developer portaldevelopers.smartsheet.com hosts the API reference and MCP Server docs (/ai-mcp/smartsheet/mcp-server and its tools list), SDKs for Python, JavaScript, Java and C#, and links to the community category "Smartsheet Builders: MCP, Agents, and API", which runs a "Mastering Smartsheet API" learning series and a webinar titled "From Available to Activated: IT's Playbook for MCP Rollout".Source
  • 05

    Smartsheet is hiring a German-speaking BDR, enterprise sellers in Munich and London, and forward deployed AI engineers in Germany. The German site carries most of the sitemap (1,456 pages with German versions), but the AI and MCP story is newest and is likely to be English first.

    Medium impactLow effort First result in 1 month Business Development Represen…

    First action

    Check which AI and MCP pages exist on the German site.

    How to measure it

    Demos from de.smartsheet.com

    Now
    –
    Target
    +25%
    By
    90 days

    Steps

    1. 1

      Audit

      German AI and MCP pages.

      Web Strategy Manager 2 days

    2. 2

      Translate

      AI, MCP hub, data protection.

      Localization Manager 2 weeks

    3. 3

      Add proof

      One DACH customer story.

      Customer Marketing Manager 1 month

    4. 4

      Route demos

      To German speakers.

      Sales Operations 2 days

    5. 5

      Use in outreach

      Sequences for DACH.

      Business Development Representative (German speaking) ongoing

    6. 6

      Measure

      Demos by country.

      Manager, Revenue Operations Analytics monthly

    First result
    1 month
    Cost
    Translation budget
    Owner
    Business Development Representative (German speaking)

    Smallest test

    Translate the /ai page first.

    Why it works

    Translate the /ai page, the new MCP hub and the data-protection answers (data residency, no model training) into German, add one DACH customer story, and route German demo requests to the new team.

    German buyers expect local-language data protection answers before they talk to sales.

    Risks and how to handle them

    • Machine translation tone

      Native review before publishing.

    Evidence

    • HiringEMEA hiring: a Business Development Representative, German speaking (London, posted October 16, 2026; "Experience selling to the DACH region is highly desirable"), a Principal Channel Account Manager (London, posted October 12) to "recruit our French, Middle Eastern & Southern European channels" and "Own the build out of a new partner segment or route to market for EMEA", Enterprise Account Executives in London and Munich, a Strategic AE and a Junior Account Manager in Munich, and Forward Deployed AI Engineers in the UK and Germany.Source
    • Your websiteSitemap: about 6,000 URLs, including about 1,000 template articles under /content, 1,000 marketplace pages and 200 customer stories, with hreflang to German (1,456 pages), Japanese (1,450), French, Spanish, Italian, Portuguese and Russian versions on language subdomains.Source
    • Your websiteThe /ai page (checked October 21, 2026): an "MCP Connectors" section says the MCP Server "connects your live work to Claude, Copilot, Gemini, ChatGPT, Amazon Quick, and more", and "Smart Agents" are "coming soon" through an Early Adopter Program. Its only MCP links are one help article and the developer portal home page; it does not link to the connector listings in the marketplace (Claude, Microsoft Copilot, Gemini, ChatGPT, Amazon Quick) or to the MCP Server docs. /mcp returns 404, and MCP news is spread over about a dozen content-center posts.Source
  • 06

    The homepage leads with "AI that connects systems" and shows strong results (McLaren in 58 days, Roche 30% more projects), but none of the stories is about AI or MCP. The March release already has usage data (1.74 million actions in a week).

    Medium impactLow effort First result in 1 month Content Marketing Manager

    First action

    Ask Forward Deployed Engineering for two customers willing to be named.

    How to measure it

    Demo requests from AI stories

    Now
    –
    Target
    40 a month
    By
    90 days

    Steps

    1. 1

      Find customers

      Two AI deployments.

      Senior Forward Deployed AI Engineer 1 week

    2. 2

      Interview

      Results and numbers.

      Content Marketing Manager 2 weeks

    3. 3

      Publish

      Two stories.

      Content Marketing Manager 2 weeks

    4. 4

      Add the counter

      Actions through MCP.

      Web Strategy Manager 1 week

    5. 5

      Link

      Homepage, /ai, MCP hub.

      Web Strategy Manager 1 day

    6. 6

      Measure

      Demos from the stories.

      Manager, Revenue Operations Analytics monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Content Marketing Manager

    Smallest test

    Publish one anonymized MCP story.

    Why it works

    Add two AI customer stories (an MCP rollout and a Smart Assist team), a live "actions taken through MCP" figure, and link them from the homepage, /ai and the MCP hub.

    Buyers want proof that the AI works in companies like theirs, not just a feature list.

    Risks and how to handle them

    • Customers slow to approve

      Start with an anonymized story.

    Evidence

    • Your websiteHomepage: "AI that connects systems, runs projects, and helps teams act faster"; proof points McLaren Racing "58 day deployment", Roche IT "30% more projects", Sutherland "$1M annual savings", DIRECTV "200 projects tracked"; "85%+ of Fortune 500 companies trust Smartsheet". The sitemap lists about 200 customer story pages.Source
    • Press releaseMarch 24, 2026: the Smartsheet MCP Server reached "4,000 Users with 1.74 Million Total Actions" in its first week; customers "now have access to more than 35 tools for AI agents"; "48% of all actions taken by early adopters using Claude move work forward by automatically creating tasks" or making updates.Source
    • HiringPrincipal Technical Product Marketing Manager, AI (Bellevue or remote US, posted September 18, 2026), reporting to the VP of AI Market Strategy: "the work is the intelligence"; turn "MCP, agentic workflows, connected context" into positioning; "construct reference implementations, MCP-connected workflows, and demonstration environments"; work with Forward Deployed Engineering on marquee customers; enable sellers and partners; shape "maturity frameworks, adoption scoring" for AI activation.Source

This quarter 7

The core plays for the next three months.

  • 07

    The technical PMM is asked to shape "maturity frameworks, adoption scoring" for AI activation, and the MCP PM to explain why connections do not become usage. Account teams need to see which customers are stuck.

    High impactMedium effort First result in 1 quarter Customer Success Lead

    First action

    Define five score inputs from usage data.

    How to measure it

    Accounts with weekly tool calls

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Define the score

      Five inputs.

      Principal Technical Product Marketing Manager, AI 2 weeks

    2. 2

      Build it

      In the data warehouse.

      Manager, Revenue Operations Analytics 1 month

    3. 3

      Show in CRM

      Account page.

      Sales Operations 2 weeks

    4. 4

      Set plays

      Session for low scores.

      Customer Success Lead 2 weeks

    5. 5

      Run

      Weekly.

      Customer Success Lead weekly

    6. 6

      Review

      Retention by score.

      Manager, Revenue Operations Analytics quarterly

    First result
    1 quarter
    Cost
    Analytics time
    Owner
    Customer Success Lead

    Smallest test

    Score the top 50 accounts by hand.

    Why it works

    Score each connected account weekly (users making tool calls, write actions, assistants used, power users) and show it in the CRM. Accounts below target get a 30-minute "first prompts" session from customer success or forward deployed engineering.

    One shared score focuses the field on the accounts where a small push turns a connection into daily use.

    Risks and how to handle them

    • Score ignored

      Tie it to renewal reviews.

    Evidence

    • HiringPrincipal Technical Product Marketing Manager, AI (Bellevue or remote US, posted September 18, 2026), reporting to the VP of AI Market Strategy: "the work is the intelligence"; turn "MCP, agentic workflows, connected context" into positioning; "construct reference implementations, MCP-connected workflows, and demonstration environments"; work with Forward Deployed Engineering on marquee customers; enable sellers and partners; shape "maturity frameworks, adoption scoring" for AI activation.Source
    • HiringSenior Product Manager II, Developer ecosystem MCP (remote UK, posted September 15, 2026): "With 7,500+ organisations connected across five AI platforms and an Anthropic case study validating Smartsheet's position, MCP is one of the most strategically significant product areas in the company." The role must understand "why connected organisations don't become active tool callers", champion "CLI power users, agent builders", turn pilots into "showcases, reference stories, and adoption plays", and write documentation "that makes the ecosystem self serve".Source
    • Press releaseMarch 24, 2026: the Smartsheet MCP Server reached "4,000 Users with 1.74 Million Total Actions" in its first week; customers "now have access to more than 35 tools for AI agents"; "48% of all actions taken by early adopters using Claude move work forward by automatically creating tasks" or making updates.Source
  • 08

    The developer community manager is hired to build the community from the ground up, with hackathons, badges and tutorials. The "Smartsheet Builders: MCP, Agents, and API" category and the "Mastering Smartsheet API" series are a start.

    High impactMedium effort First result in 2 quarters Developer Community Manager

    First action

    Pick the first challenge theme and prize.

    How to measure it

    Monthly active builders

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Design levels

      Badges and criteria.

      Developer Community Manager 2 weeks

    2. 2

      First challenge

      Agent build.

      Developer Community Manager 1 month

    3. 3

      Showcase

      Public gallery.

      Developer Community Manager 1 month

    4. 4

      Office hours

      Monthly with the MCP team.

      Senior Product Manager II, Developer ecosystem MCP monthly

    5. 5

      Tutorials

      Two a month.

      Developer Relations Engineer monthly

    6. 6

      Report

      Health metrics.

      Developer Community Manager monthly

    First result
    2 quarters
    Cost
    Prizes and swag
    Owner
    Developer Community Manager

    Smallest test

    Run one office hour.

    Why it works

    Launch a builder program: levels and badges for API, MCP and agent skills, a monthly build challenge, a public showcase of customer-built agents, and office hours with the MCP team. Feed requests into the MCP roadmap.

    Builders inside customer companies spread usage, and a visible showcase helps sell the platform.

    Risks and how to handle them

    • Slow start

      Seed with internal builders and partners.

    Evidence

    • HiringDeveloper Community Manager (Bengaluru, posted August 24, 2026): "build, grow, and lead our developer community from the ground up", with office hours, AMAs, "developer challenges, prompts, and hackathons", "gamification and badging", tutorials and guides, and community health reporting.Source
    • Developer portaldevelopers.smartsheet.com hosts the API reference and MCP Server docs (/ai-mcp/smartsheet/mcp-server and its tools list), SDKs for Python, JavaScript, Java and C#, and links to the community category "Smartsheet Builders: MCP, Agents, and API", which runs a "Mastering Smartsheet API" learning series and a webinar titled "From Available to Activated: IT's Playbook for MCP Rollout".Source
    • HiringSenior Product Manager II, Developer ecosystem MCP (remote UK, posted September 15, 2026): "With 7,500+ organisations connected across five AI platforms and an Anthropic case study validating Smartsheet's position, MCP is one of the most strategically significant product areas in the company." The role must understand "why connected organisations don't become active tool callers", champion "CLI power users, agent builders", turn pilots into "showcases, reference stories, and adoption plays", and write documentation "that makes the ecosystem self serve".Source
    • Your websiteApril 30, 2026: "CLI Power Tools", a free, open-source pack of three Claude Code agents (bottleneck-scanner, reassignment-helper, engagement-cloner) built against the MCP Server. On GitHub (October 21, 2026) the cli-agent-power-tools repository has 9 stars and smartsheet-mcp-community has none; the Python SDK has 82.Source
  • 09

    The new channel lead must "Own the build out of a new partner segment or route to market for EMEA" in a services-led partner model. Customers want help rolling out MCP and agents, which is a natural services package.

    High impactMedium effort First result in 2 quarters Principal Channel Account Man…

    First action

    Draft the package scope with two existing partners.

    How to measure it

    Rollouts delivered by partners

    Now
    –
    Target
    40
    By
    2 quarters

    Steps

    1. 1

      Scope the package

      With two partners.

      Principal Channel Account Manager, EMEA 2 weeks

    2. 2

      Build training

      Certification.

      Principal Technical Product Marketing Manager, AI 1 month

    3. 3

      Recruit partners

      Three markets.

      Principal Channel Account Manager, EMEA 1 quarter

    4. 4

      Co-market

      Joint webinars.

      Partner Marketing Manager monthly

    5. 5

      Track

      Rollouts and adoption scores.

      Partner Operations Data Analyst monthly

    6. 6

      Review

      Partner quality.

      Principal Channel Account Manager, EMEA quarterly

    First result
    2 quarters
    Cost
    Partner enablement time
    Owner
    Principal Channel Account Manager, EMEA

    Smallest test

    Pilot with one partner.

    Why it works

    Create an MCP and agent rollout package that partners deliver (assessment, connector setup, prompt library, adoption score), certify partners in France, the Middle East and Southern Europe to deliver it, and co-market it.

    Partners earn services revenue, and customers get a faster route to active AI use.

    Risks and how to handle them

    • Quality varies

      Certify and check adoption scores.

    Evidence

    • HiringEMEA hiring: a Business Development Representative, German speaking (London, posted October 16, 2026; "Experience selling to the DACH region is highly desirable"), a Principal Channel Account Manager (London, posted October 12) to "recruit our French, Middle Eastern & Southern European channels" and "Own the build out of a new partner segment or route to market for EMEA", Enterprise Account Executives in London and Munich, a Strategic AE and a Junior Account Manager in Munich, and Forward Deployed AI Engineers in the UK and Germany.Source
    • HiringPrincipal Technical Product Marketing Manager, AI (Bellevue or remote US, posted September 18, 2026), reporting to the VP of AI Market Strategy: "the work is the intelligence"; turn "MCP, agentic workflows, connected context" into positioning; "construct reference implementations, MCP-connected workflows, and demonstration environments"; work with Forward Deployed Engineering on marquee customers; enable sellers and partners; shape "maturity frameworks, adoption scoring" for AI activation.Source
    • HiringSenior Product Manager II, Developer ecosystem MCP (remote UK, posted September 15, 2026): "With 7,500+ organisations connected across five AI platforms and an Anthropic case study validating Smartsheet's position, MCP is one of the most strategically significant product areas in the company." The role must understand "why connected organisations don't become active tool callers", champion "CLI power users, agent builders", turn pilots into "showcases, reference stories, and adoption plays", and write documentation "that makes the ecosystem self serve".Source
  • 10

    Smartsheet is hiring an enterprise FedGov team and four state and local AEs. Government buyers will ask how AI and MCP connections handle data before they ask what they do.

    High impactMedium effort First result in 2 quarters Regional Director

    First action

    List the questions from the last ten public sector deals.

    How to measure it

    Public sector opportunities

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Collect questions

      From past deals.

      Regional Director, Enterprise (FedGov) 1 week

    2. 2

      Confirm facts

      With security and legal.

      Security 1 month

    3. 3

      Write the page

      Plain answers.

      Content Marketing Manager 2 weeks

    4. 4

      Add use cases

      Two agencies.

      Customer Marketing Manager 1 month

    5. 5

      Run briefings

      CIO offices.

      Regional Director, Enterprise (FedGov) monthly

    6. 6

      Measure

      Opportunities and cycle time.

      Manager, Revenue Operations Analytics quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Regional Director, Enterprise (FedGov)

    Smallest test

    Publish a short FAQ first.

    Why it works

    Publish a public sector AI page: which AI features are available in government environments, data handling, admin controls for MCP connectors, and two agency use cases. Offer a briefing for CIO offices.

    Clear answers shorten security review, which is the longest step in public sector deals.

    Risks and how to handle them

    • Over-promising availability

      State exactly which features each environment has.

    Evidence

    • HiringPublic sector hiring: an Enterprise Account Executive, FedGov and a Regional Director, Enterprise (FedGov) in Washington, D.C., and four Enterprise Account Executives for State and Local Government in the Pacific Northwest (Bellevue, Portland, Boise, San Francisco), posted September and October 2026.Source
    • Your websiteThe /ai page (checked October 21, 2026): an "MCP Connectors" section says the MCP Server "connects your live work to Claude, Copilot, Gemini, ChatGPT, Amazon Quick, and more", and "Smart Agents" are "coming soon" through an Early Adopter Program. Its only MCP links are one help article and the developer portal home page; it does not link to the connector listings in the marketplace (Claude, Microsoft Copilot, Gemini, ChatGPT, Amazon Quick) or to the MCP Server docs. /mcp returns 404, and MCP news is spread over about a dozen content-center posts.Source
    • Your websitePricing page: Pro $9 per member a month billed yearly ($12 monthly) for 1-10 members, with "Conversational AI features"; Business $19 ($24) for 3+ members, which adds "Connect to external AI tools" (marked New) and unlimited automations; Enterprise (custom) adds Scenario Planning, Portfolios and SAML SSO; Advanced Work Management adds Control Center, Dynamic View, Data Shuttle and connectors.Source
  • 11

    The technical PMM is hired to build "reference implementations, MCP-connected workflows, and demonstration environments". Buyers and sellers need examples they can copy, not slides.

    High impactMedium effort First result in 1 quarter Principal Technical Product M…

    First action

    Pick the ten workflows from customer use.

    How to measure it

    Workflow copies

    Now
    –
    Target
    2,000 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick workflows

      From usage data.

      Principal Technical Product Marketing Manager, AI 2 weeks

    2. 2

      Build

      Templates and prompts.

      Senior Forward Deployed AI Engineer 1 month

    3. 3

      Document

      Step by step.

      Content Designer 1 month

    4. 4

      Publish

      On the MCP hub.

      Web Strategy Manager 1 week

    5. 5

      Enable sales

      Demo scripts.

      Sales Enablement Manager 2 weeks

    6. 6

      Measure

      Copies and activation.

      Manager, Revenue Operations Analytics monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Principal Technical Product Marketing Manager, AI

    Smallest test

    Publish two workflows.

    Why it works

    Publish ten workflows (portfolio risk review, weekly status, resource rebalancing, intake triage) with the prompt, the sheets template, the assistant it runs in and the result. Each one has a "copy to my account" link.

    Copyable examples move people from interest to use and arm the field with live demos.

    Risks and how to handle them

    • Workflows break with updates

      Test monthly.

    Evidence

    • HiringPrincipal Technical Product Marketing Manager, AI (Bellevue or remote US, posted September 18, 2026), reporting to the VP of AI Market Strategy: "the work is the intelligence"; turn "MCP, agentic workflows, connected context" into positioning; "construct reference implementations, MCP-connected workflows, and demonstration environments"; work with Forward Deployed Engineering on marquee customers; enable sellers and partners; shape "maturity frameworks, adoption scoring" for AI activation.Source
    • Press releaseMarch 24, 2026: the Smartsheet MCP Server reached "4,000 Users with 1.74 Million Total Actions" in its first week; customers "now have access to more than 35 tools for AI agents"; "48% of all actions taken by early adopters using Claude move work forward by automatically creating tasks" or making updates.Source
    • Your websiteSitemap: about 6,000 URLs, including about 1,000 template articles under /content, 1,000 marketplace pages and 200 customer stories, with hreflang to German (1,456 pages), Japanese (1,450), French, Spanish, Italian, Portuguese and Russian versions on language subdomains.Source
  • 12

    Smart Assist brings the same intelligence inside Smartsheet for teams who prefer to stay there, and every plan includes conversational AI. New AI users often stop after one vague question.

    Medium impactMedium effort First result in 1 quarter Smart Assist Product Manager

    First action

    Pull the most successful prompts from usage logs.

    How to measure it

    Weekly active Smart Assist users

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Find good prompts

      From usage.

      Smart Assist Product Manager 2 weeks

    2. 2

      Design starters

      By role.

      Product Designer 2 weeks

    3. 3

      Build

      In the panel.

      Engineering 1 month

    4. 4

      Weekly tips

      Email and in-app.

      Lifecycle Marketing Manager weekly

    5. 5

      Test

      Against no starters.

      Product Analytics 1 month

    6. 6

      Iterate

      Monthly.

      Smart Assist Product Manager monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Smart Assist Product Manager

    Smallest test

    Email five starter prompts to new AI users.

    Why it works

    Show three role-based starter prompts in Smart Assist (PMO, operations, marketing), learn from which ones get used, and send a weekly tip with a prompt built for the user's own sheets.

    Better first questions give better first answers, and that keeps people coming back.

    Risks and how to handle them

    • Prompt fatigue

      Limit to three at a time.

    Evidence

    • Press releaseJune 11, 2026: Smartsheet added Microsoft Copilot, ChatGPT and Google Cloud Gemini Enterprise connections to its MCP Server, alongside Claude, and launched Smart Assist inside the platform. Theme: "The Work is the Intelligence".Source
    • Your websitePricing page: Pro $9 per member a month billed yearly ($12 monthly) for 1-10 members, with "Conversational AI features"; Business $19 ($24) for 3+ members, which adds "Connect to external AI tools" (marked New) and unlimited automations; Enterprise (custom) adds Scenario Planning, Portfolios and SAML SSO; Advanced Work Management adds Control Center, Dynamic View, Data Shuttle and connectors.Source
    • Your websiteResearch releases: "AI adoption racing ahead of readiness" (November 2025) and a study on "traditional thinking" metrics holding back AI adoption (April 16, 2026). The YouTube channel has about 49,800 subscribers and 600 videos.Source
  • 13

    Smartsheet has about 1,000 template articles in the sitemap, a large source of first visits. Most people who download a spreadsheet template never see what Smartsheet AI would do with it.

    Medium impactMedium effort First result in 1 quarter Senior Web UX Designer

    First action

    Rank template pages by traffic and trial rate.

    How to measure it

    Trial starts from templates

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Rank pages

      Traffic and trials.

      SEO Manager 1 week

    2. 2

      Design the block

      Open with AI.

      Senior Web UX Designer 2 weeks

    3. 3

      Build the trial

      Template plus prompt.

      Growth Product Manager 1 month

    4. 4

      Test

      20 pages first.

      Product Analytics 1 month

    5. 5

      Roll out

      Top 100.

      Web Strategy Manager 1 month

    6. 6

      Measure

      Trials and activation.

      Manager, Revenue Operations Analytics monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Senior Web UX Designer

    Smallest test

    Test on the ten busiest template pages.

    Why it works

    Add a block to the top 100 template pages: "open this template in Smartsheet and ask AI to fill it from your project", with a one-click trial that opens the template and a starter prompt. Test it against the current download block.

    It turns high-volume search traffic into product trials that start with AI.

    Risks and how to handle them

    • Users want the file only

      Keep the download available.

    Evidence

    • Your websiteSitemap: about 6,000 URLs, including about 1,000 template articles under /content, 1,000 marketplace pages and 200 customer stories, with hreflang to German (1,456 pages), Japanese (1,450), French, Spanish, Italian, Portuguese and Russian versions on language subdomains.Source
    • HiringWeb and product hiring: a Senior Web UX Designer in "Digital Demand Marketing" who will "Design and build conversion-focused web pages", a Content Designer, an Engineering Manager for Dashboards, a Senior PM for the Gantt view, and Commercial Account Executives for mid-market and named accounts in the US.Source
    • Your websitePricing page: Pro $9 per member a month billed yearly ($12 monthly) for 1-10 members, with "Conversational AI features"; Business $19 ($24) for 3+ members, which adds "Connect to external AI tools" (marked New) and unlimited automations; Enterprise (custom) adds Scenario Planning, Portfolios and SAML SSO; Advanced Work Management adds Control Center, Dynamic View, Data Shuttle and connectors.Source

Big bets 3

Larger plays that can change the trajectory.

  • 14

    The MCP PM role expects scope to grow into "industry-vertical specialisation (for example Pharma, Fintech, Construction)". Generic tools answer generic questions; regulated industries need their own workflows and controls.

    High impactHigh effort First result in 3 quarters Senior Product Manager II

    First action

    Interview five customers in each industry.

    How to measure it

    Vertical-pack pipeline

    Now
    –
    Target
    $10M
    By
    3 quarters

    Steps

    1. 1

      Interview customers

      Five per industry.

      Senior Product Manager II, Developer ecosystem MCP 1 month

    2. 2

      Define tools

      Per workflow.

      Senior Product Manager II, Developer ecosystem MCP 1 month

    3. 3

      Build

      With engineering.

      Director, Engineering 1 quarter

    4. 4

      Deploy

      Lighthouse customers.

      Senior Forward Deployed AI Engineer 1 quarter

    5. 5

      Publish stories

      Results.

      Customer Marketing Manager 1 month

    6. 6

      Scale

      Sales plays.

      Principal Technical Product Marketing Manager, AI 1 quarter

    First result
    3 quarters
    Cost
    Engineering and FDE time
    Owner
    Senior Product Manager II, Developer ecosystem MCP

    Smallest test

    Build one pharma workflow with one customer.

    Why it works

    Build two vertical packs (pharma study start-up and construction project controls) with tools, templates, prompts and compliance notes, delivered with forward deployed engineers to five lighthouse customers each.

    Vertical depth wins enterprise deals where horizontal tools compete on price.

    Risks and how to handle them

    • Too narrow

      Reuse core tools and add only vertical ones.

    Evidence

    • HiringSenior Product Manager II, Developer ecosystem MCP (remote UK, posted September 15, 2026): "With 7,500+ organisations connected across five AI platforms and an Anthropic case study validating Smartsheet's position, MCP is one of the most strategically significant product areas in the company." The role must understand "why connected organisations don't become active tool callers", champion "CLI power users, agent builders", turn pilots into "showcases, reference stories, and adoption plays", and write documentation "that makes the ecosystem self serve".Source
    • HiringPrincipal Technical Product Marketing Manager, AI (Bellevue or remote US, posted September 18, 2026), reporting to the VP of AI Market Strategy: "the work is the intelligence"; turn "MCP, agentic workflows, connected context" into positioning; "construct reference implementations, MCP-connected workflows, and demonstration environments"; work with Forward Deployed Engineering on marquee customers; enable sellers and partners; shape "maturity frameworks, adoption scoring" for AI activation.Source
    • Your websiteHomepage: "AI that connects systems, runs projects, and helps teams act faster"; proof points McLaren Racing "58 day deployment", Roche IT "30% more projects", Sutherland "$1M annual savings", DIRECTV "200 projects tracked"; "85%+ of Fortune 500 companies trust Smartsheet". The sitemap lists about 200 customer story pages.Source
  • 15

    Smartsheet already publishes AI adoption research and has usage data from millions of MCP actions (which share move work forward, which assistants, which tasks). No one else can show how AI is actually used on project data.

    High impactHigh effort First result in 3 quarters VP

    First action

    Pick ten questions the data can answer.

    How to measure it

    Report downloads

    Now
    –
    Target
    15,000
    By
    1 year

    Steps

    1. 1

      Pick questions

      Ten.

      VP, AI Market Strategy 2 weeks

    2. 2

      Privacy review

      Aggregation rules.

      Legal 1 month

    3. 3

      Analyze

      Usage data.

      Manager, Revenue Operations Analytics 2 months

    4. 4

      Write

      Report and charts.

      Principal Technical Product Marketing Manager, AI 1 month

    5. 5

      Brief analysts

      Before launch.

      Analyst Relations Manager 1 month

    6. 6

      Launch

      Press and events.

      Communications 1 month

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    VP, AI Market Strategy

    Smallest test

    Publish one chart from current usage.

    Why it works

    Publish a yearly report from aggregated, anonymized usage: share of write actions, top tasks by function, adoption curves, and what separates active organisations. Launch it with analysts and at ENGAGE.

    Original usage data earns press, analyst attention and AI citations, and reinforces "the work is the intelligence".

    Risks and how to handle them

    • Customer data concerns

      Aggregate only, publish the method.

    Evidence

    • Press releaseMarch 24, 2026: the Smartsheet MCP Server reached "4,000 Users with 1.74 Million Total Actions" in its first week; customers "now have access to more than 35 tools for AI agents"; "48% of all actions taken by early adopters using Claude move work forward by automatically creating tasks" or making updates.Source
    • Your websiteResearch releases: "AI adoption racing ahead of readiness" (November 2025) and a study on "traditional thinking" metrics holding back AI adoption (April 16, 2026). The YouTube channel has about 49,800 subscribers and 600 videos.Source
    • Press releaseOctober 8, 2026: Smartsheet named a Leader in the Gartner Magic Quadrant for Collaborative Work Management for the fourth consecutive year. The ENGAGE 2026 customer conference runs November 3-5 in Seattle, "For the teams turning AI ambition into organizational reality".Source
  • 16

    Smartsheet connects to five assistants where millions of people already work. Today the flow assumes an existing Smartsheet account, so assistant users without one never meet the product.

    High impactHigh effort First result in 3 quarters Growth Product Manager

    First action

    Check each assistant's rules for account creation.

    How to measure it

    New accounts from assistants

    Now
    –
    Target
    2,000 a month
    By
    3 quarters

    Steps

    1. 1

      Check rules

      Each assistant platform.

      Partnerships Manager 1 month

    2. 2

      Design the flow

      Chat to workspace.

      Product Designer 1 month

    3. 3

      Build

      Create-account tool.

      Engineering 1 quarter

    4. 4

      Beta

      One assistant.

      Growth Product Manager 1 quarter

    5. 5

      Measure

      Accounts and conversion.

      Product Analytics monthly

    6. 6

      Expand

      Other assistants.

      Growth Product Manager 1 quarter

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Growth Product Manager

    Smallest test

    Prototype the flow with one assistant.

    Why it works

    Let a user in a supported assistant create a starter workspace from a conversation ("set up a launch plan for my team"), with a free trial and an invitation to colleagues. Measure new accounts and conversion.

    It turns the AI connections from a retention feature into an acquisition channel.

    Risks and how to handle them

    • Low-quality signups

      Require work email and team invite.

    Evidence

    • Press releaseJune 11, 2026: Smartsheet added Microsoft Copilot, ChatGPT and Google Cloud Gemini Enterprise connections to its MCP Server, alongside Claude, and launched Smart Assist inside the platform. Theme: "The Work is the Intelligence".Source
    • Press releaseMarch 24, 2026: the Smartsheet MCP Server reached "4,000 Users with 1.74 Million Total Actions" in its first week; customers "now have access to more than 35 tools for AI agents"; "48% of all actions taken by early adopters using Claude move work forward by automatically creating tasks" or making updates.Source
    • Your websitePricing page: Pro $9 per member a month billed yearly ($12 monthly) for 1-10 members, with "Conversational AI features"; Business $19 ($24) for 3+ members, which adds "Connect to external AI tools" (marked New) and unlimited automations; Enterprise (custom) adds Scenario Planning, Portfolios and SAML SSO; Advanced Work Management adds Control Center, Dynamic View, Data Shuttle and connectors.Source

Wildcards 4

Unexpected experiments, each with a cheap way to test it.

  • 17

    ENGAGE 2026 is pitched at "teams turning AI ambition into organizational reality". Conference sessions usually reach only attendees.

    Medium impactLow effort First result in 1 quarter Events Marketing Manager

    First action

    Pick the six AI sessions to record.

    How to measure it

    Course completions

    Now
    –
    Target
    3,000
    By
    2 quarters

    Steps

    1. 1

      Pick sessions

      Six on AI and MCP.

      Events Marketing Manager 1 week

    2. 2

      Record

      At the event.

      Video Producer 1 week

    3. 3

      Edit

      Short modules.

      Video Producer 1 month

    4. 4

      Add materials

      Prompts and templates.

      Principal Technical Product Marketing Manager, AI 2 weeks

    5. 5

      Publish

      University and MCP hub.

      Smartsheet University Lead 1 week

    6. 6

      Promote

      To connected accounts.

      Lifecycle Marketing Manager ongoing

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Events Marketing Manager

    Smallest test

    Publish one session as a module.

    Why it works

    Record the AI and MCP sessions, cut them into a short on-demand course with the matching prompts and templates, and use it as the follow-up for every MCP-connected account and every AI demo.

    It gives the conference content a long life and a clear job in activation.

    Risks and how to handle them

    • Speakers decline recording

      Ask in advance.

    Evidence

    • Press releaseOctober 8, 2026: Smartsheet named a Leader in the Gartner Magic Quadrant for Collaborative Work Management for the fourth consecutive year. The ENGAGE 2026 customer conference runs November 3-5 in Seattle, "For the teams turning AI ambition into organizational reality".Source
    • HiringSenior Product Manager II, Developer ecosystem MCP (remote UK, posted September 15, 2026): "With 7,500+ organisations connected across five AI platforms and an Anthropic case study validating Smartsheet's position, MCP is one of the most strategically significant product areas in the company." The role must understand "why connected organisations don't become active tool callers", champion "CLI power users, agent builders", turn pilots into "showcases, reference stories, and adoption plays", and write documentation "that makes the ecosystem self serve".Source
    • Developer portaldevelopers.smartsheet.com hosts the API reference and MCP Server docs (/ai-mcp/smartsheet/mcp-server and its tools list), SDKs for Python, JavaScript, Java and C#, and links to the community category "Smartsheet Builders: MCP, Agents, and API", which runs a "Mastering Smartsheet API" learning series and a webinar titled "From Available to Activated: IT's Playbook for MCP Rollout".Source
  • 18

    Developers and power users are already building agents on the MCP Server. Recognition is cheap and motivates builders.

    Medium impactLow effort First result in 1 quarter Developer Community Manager

    First action

    Pick the first agent.

    How to measure it

    Agent submissions

    Now
    –
    Target
    30 a month
    By
    2 quarters

    Steps

    1. 1

      Set criteria

      Useful, safe, documented.

      Developer Community Manager 1 week

    2. 2

      Invite submissions

      Community post.

      Developer Community Manager 1 week

    3. 3

      Pick

      Monthly.

      Developer Community Manager monthly

    4. 4

      Publish

      Story and code.

      Content Marketing Manager monthly

    5. 5

      Webinar

      With the builder.

      Developer Community Manager monthly

    6. 6

      Measure

      Submissions and copies.

      Developer Community Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Developer Community Manager

    Smallest test

    Feature one internal agent first.

    Why it works

    Pick one community-built agent each month, publish a short story and the code, invite the builder to a webinar, and add the agent to the showcase.

    Public recognition grows the community and produces real examples for marketing.

    Risks and how to handle them

    • Unsafe agents

      Review permissions and writes before featuring.

    Evidence

    • HiringDeveloper Community Manager (Bengaluru, posted August 24, 2026): "build, grow, and lead our developer community from the ground up", with office hours, AMAs, "developer challenges, prompts, and hackathons", "gamification and badging", tutorials and guides, and community health reporting.Source
    • Your websiteApril 30, 2026: "CLI Power Tools", a free, open-source pack of three Claude Code agents (bottleneck-scanner, reassignment-helper, engagement-cloner) built against the MCP Server. On GitHub (October 21, 2026) the cli-agent-power-tools repository has 9 stars and smartsheet-mcp-community has none; the Python SDK has 82.Source
    • Developer portaldevelopers.smartsheet.com hosts the API reference and MCP Server docs (/ai-mcp/smartsheet/mcp-server and its tools list), SDKs for Python, JavaScript, Java and C#, and links to the community category "Smartsheet Builders: MCP, Agents, and API", which runs a "Mastering Smartsheet API" learning series and a webinar titled "From Available to Activated: IT's Playbook for MCP Rollout".Source
  • 19

    Buyers now ask AI assistants which work management tools connect to them. Smartsheet works with five assistants, but the information is spread across press releases and listings.

    Medium impactLow effort First result in 1 quarter SEO Manager

    First action

    Ask five assistants ten questions and log what they say.

    How to measure it

    AI answer mentions

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Ten questions, five assistants.

      SEO Manager 1 week

    2. 2

      Write answers

      Structured FAQs.

      Content Designer 2 weeks

    3. 3

      Add markup

      Hub and listings.

      Web Strategy Manager 1 week

    4. 4

      Align listings

      Same facts everywhere.

      SEO Manager 2 weeks

    5. 5

      Monitor

      Monthly.

      SEO Manager monthly

    6. 6

      Update

      As features change.

      SEO Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    SEO Manager

    Smallest test

    Run the baseline this week.

    Why it works

    Publish clear, structured answers (FAQ markup) on the MCP hub and each connector listing: which assistants, which plans, what you can ask, how admins control it. Check monthly what assistants answer for ten common questions.

    Structured, consistent facts are what AI assistants quote.

    Risks and how to handle them

    • Hard to measure

      Use a fixed question set.

    Evidence

    • Your websiteThe /ai page (checked October 21, 2026): an "MCP Connectors" section says the MCP Server "connects your live work to Claude, Copilot, Gemini, ChatGPT, Amazon Quick, and more", and "Smart Agents" are "coming soon" through an Early Adopter Program. Its only MCP links are one help article and the developer portal home page; it does not link to the connector listings in the marketplace (Claude, Microsoft Copilot, Gemini, ChatGPT, Amazon Quick) or to the MCP Server docs. /mcp returns 404, and MCP news is spread over about a dozen content-center posts.Source
    • Your websiteMarketplace listing for Claude: the connector "is available to Smartsheet Business and Enterprise customers with Claude Pro, Max, Team, or Enterprise accounts"; the call to action is "Visit the Claude website to get started". Similar listings exist for Microsoft Copilot, Gemini, ChatGPT and Amazon Quick.Source
    • Competitor researchRivals' own homepages: monday.com, "The AI Workspace for People & Agents"; Asana, "Work & Project Management for Human-Agent Teams"; Wrike, "the trusted work delivery platform for people and AI"; ClickUp, "Software, AI, and humans converge".Source
  • 20

    Smartsheet reports MCP Server actions in APAC and Japan up more than 700% since March and has new leaders for both. The Japanese site is large (about 1,450 pages) but regional proof for AI is thin.

    Medium impactLow effort First result in 1 quarter APAC Marketing Manager

    First action

    Ask the regional teams for four MCP customers willing to share results.

    How to measure it

    Regional AI-led opportunities

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Find customers

      Four MCP stories.

      APAC Marketing Manager 1 month

    2. 2

      Translate

      MCP hub and workflows into Japanese.

      Localization Manager 1 month

    3. 3

      Publish stories

      Local language.

      Customer Marketing Manager 1 month

    4. 4

      Run webinars

      With regional partners.

      APAC Marketing Manager monthly

    5. 5

      Route leads

      To regional sellers.

      Sales Operations 1 week

    6. 6

      Measure

      Pipeline by country.

      Manager, Revenue Operations Analytics monthly

    First result
    1 quarter
    Cost
    Translation and events budget
    Owner
    APAC Marketing Manager

    Smallest test

    Translate the MCP hub into Japanese.

    Why it works

    Collect two Japanese and two APAC MCP customer stories, translate the MCP hub and the reference workflows, and run a regional webinar series with partners on rolling out AI on project data.

    Regional proof and local-language guides turn fast usage growth into new enterprise deals.

    Risks and how to handle them

    • Customers decline to be named

      Publish anonymized results.

    Evidence

    • Press releaseSeptember 9, 2026: new APAC and Japan leadership as "demand surges in Technology, Manufacturing and Professional Services", with "MCP Server Actions Up By More Than 700% Since March Launch" in the region; offices in Sydney (2020), Tokyo (2023) and Singapore. The Japanese site (jp.smartsheet.com) has about 1,450 pages, including /ai.Source
    • Your websiteSitemap: about 6,000 URLs, including about 1,000 template articles under /content, 1,000 marketplace pages and 200 customer stories, with hreflang to German (1,456 pages), Japanese (1,450), French, Spanish, Italian, Portuguese and Russian versions on language subdomains.Source
    • Your websiteThe /ai page (checked October 21, 2026): an "MCP Connectors" section says the MCP Server "connects your live work to Claude, Copilot, Gemini, ChatGPT, Amazon Quick, and more", and "Smart Agents" are "coming soon" through an Early Adopter Program. Its only MCP links are one help article and the developer portal home page; it does not link to the connector listings in the marketplace (Claude, Microsoft Copilot, Gemini, ChatGPT, Amazon Quick) or to the MCP Server docs. /mcp returns 404, and MCP news is spread over about a dozen content-center posts.Source
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ProgrammableDigital

Show Smartsheet’s product working

Turn screenshots or the website into an animated product demo in its own brand, for the homepage, launch posts and outreach in this playbook.

Make a demo (opens programmable.digital in a new tab)

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Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. Smartsheet did not commission, review or endorse it, and Programmable is not affiliated with Smartsheet. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Smartsheet runs its business.

Something wrong, or do you represent Smartsheet? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    MCP hub, Pro-to-Business upgrade moment, comparison pages, CLI tools launch, German AI pages and AI customer proof.

  2. Days 31 to 6011 ideas

    Adoption score, builder program, partner rollout offer, government AI page, reference workflows, Smart Assist starters and AI on template pages; plus the ENGAGE course, agent of the month, AI answer visibility and the APAC and Japan launch.

  3. Days 61 to 903 ideas

    Commit to the big bets: vertical MCP packs, an annual AI usage report and sign-ups from inside assistants.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value spreadsheet-like ease with project power. The most cited problem: manual status reporting.

  • Dashboards and reports for leaders
  • Data spread across tools
  • In their words: “PMO”

Market

Competitive landscape

5 competitors compared: monday.com, Asana, Wrike, ClickUp and 1 more.

  • Gap to exploit: Measured AI adoption on real project data
  • monday.com: Less depth for enterprise portfolios
  • Asana: Less spreadsheet-style flexibility

Hiring signals

Smartsheet is hiring to make AI connections stick.

  • Senior Product Manager II, Developer ecosystem MCP: 7,500+ connected organisations; activation. Ideas 1, 4, 14, 16.
  • Principal Technical Product Marketing Manager, AI: Reference implementations and adoption scoring. Ideas 3, 6, 7, 11.
  • Developer Community Manager: Developer community from the ground up. Ideas 4, 8, 18.

From the team that wrote this playbook

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  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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