SM

Santino Micheletti

Client Services Director — Smartsheet
Large Enterprise / Key Accounts East
Services Quota
$1.2M
FY26 Annual Target
Closed Won YTD
$0
0% to quota
Open Pipeline
$0
0 active opps
Assigned Accounts
—
across territories
Quarterly Attainment
FY26
Q1
$0
Q2
Q3
Q4
Quarterly Target: $300K
Annual Target: $1.2M
Top Priorities
This Week
  • Complete territory review & account mappingUrgent
  • Intro calls with assigned Account ExecutivesThis Week
  • Review open services pipeline with managerThis Week
  • Build scoping templates for common engagementsOngoing
  • Set up Smartsheet workspace for deal trackingSetup
  • Review CSD playbook & delivery methodologyLearning
Pipeline by Stage
Live
Discovery
Scoping
Proposal
Negotiation
Closed Won
Service Type Mix
Target Distribution

Services Pipeline

Open Opportunities
Open Services Opportunities
Active
AccountOpportunityStageAmountClose DateAENotes
[Account 1]Implementation ServicesScoping$75,000TBD[AE Name]Initial scoping call scheduled
[Account 2]Advisory ServicesDiscovery$40,000TBD[AE Name]Needs assessment pending
[Account 3]Training & EnablementProposal$25,000TBD[AE Name]SOW in review
Closed Won — YTD
Won
AccountOpportunityAmountClose DateAEAssociated ARR
No closed-won opportunities yet — just getting started.
Live Tracker — Google Sheet
Editable

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Supported Territories

Interactive Org Chart

Click any person to expand and see their direct reports and account team. Click again to collapse.

VP
[VP/RVP Name]
VP, Enterprise Sales — East
▶
RD
[RD — Northeast]
Regional Director, Northeast
▶
AE
[AE Name]
Account Executive — Enterprise
▶
CS
[CSM Name]
Customer Success Manager
SA
[SA Name]
Solutions Architect
AE
[AE Name]
Account Executive — Enterprise
▶
CS
[CSM Name]
Customer Success Manager
RD
[RD — Southeast]
Regional Director, Southeast
▶
AE
[AE Name]
Account Executive — Enterprise
▶
CS
[CSM Name]
Customer Success Manager
RD
[RD — Mid-Atlantic]
Regional Director, Mid-Atlantic
▶
AE
[AE Name]
Account Executive — Key Accounts
▶
CS
[CSM Name]
Customer Success Manager
SA
[SA Name]
Solutions Architect

Resources & Links

CSD Operating Kit

Deal Room

Opportunity Collateral & Notes

Central hub for deal-specific notes, collateral, SOWs, and strategy docs. Click any deal to expand.

[Account Name] — Implementation Services

Scoping $75,000 · AE: [Name] · Updated: Mar 3, 2026
▶
Context: [Deal background, customer goals, use case]

Key Contacts: [Champion, EB, Technical Lead]

Scope Summary: [Phases, deliverables, timeline]

Risks / Blockers: [Concerns, dependencies, red flags]

Collateral:
• SOW Draft
• Scoping Notes
• Customer Deck

[Account Name] — Advisory Engagement

Discovery $40,000 · AE: [Name] · Updated: Mar 3, 2026
▶
Context: [Deal background]

Key Contacts: [Names and roles]

Next Steps: [What needs to happen next]

Collateral:
• Discovery Notes
• Account Plan
Add new deal cards here as opportunities enter your pipeline.
Each card stores context, contacts, scope, risks, and links to collateral.