Certified Expert

Sphynx Automation

Sarasota, FL, United States of America

5.0

(13)

Contact Write a review

Project budget

$250 to $1,000, $1,000 to $10,000, > $10,000

Location

United States

Services needed

Building or fixing a Zap, Learning more about Zapier before signing up

Language

English

About Sphynx Automation

Sphynx Automation helps RIAs, Financial Planners / Advisors and service-based financial professionals like accountants, bookkeepers and CPAs save time and make more money by implementing custom automations into their unique, existing processes.


Service / Products:


  1. DIY Courses and templates $25-$2,500
  2. Hourly coaching sessions $200-$250/hour
  3. Custom Automation Services / Projects $500-$15,000 (complexity-based)


Our Engagement Process:


  1. Consultation to discuss the details of what you want to achieve
  2. Discuss your current tools, processes and concerns
  3. Determine if we are a good fit for your goals


Timeline:

  1. Short: 0 - 30 days
  2. Standard: 30 - 90 days
  3. Long: 90 - 182.5 days*


Requirements:


  1. Clear goal / solution you are pursuing
  2. Existing workflows and processes
  3. A single point of authority


Applications: Wealthbox, Redtail, Quickbooks, Calendly, Acuity, MailerLite, Dubsado, Kajabi, Process Street, JotForm, Trello, Hubly and Asana.


Reviews

5.0

(13)

Best investment ever

5.0

|

2/18/2022

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Kaylin Dillon

I couldn't be happier with the automations Sphynx set up for my business. This investment in automating repetitive and manual steps is going to extend the time I can operate solo and has probably doubled the number of clients I can onboard at once without overwhelm. Arielle's system got me organized quickly, gave my onboarding process a professional look and feel, and cut so much of the "figuring-out-where-we-left-off" work out of my day.


Hire Arielle not another staff member

5.0

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6/18/2021

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James Conole

Arielle worked with me to see where a lot of "wasted" time was happening in my business. She worked her magic and automated steps I didn't even know could be automated. I have a lot of peace of mind knowing that these things aren't falling through the cracks and aren't being messed up when I try to do them all manually.


Exactly What I Needed

5.0

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6/7/2021

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Ian Bloom

I run a solo financial planning firm and was looking to get more efficient with my meeting prep and follow-up. Sphynx automated my note-filing, tasks log, and follow-up process to make my life so much easier. I probably save 10 to 15 minutes per client meeting now and my clients receive better service between meetings as a result!


Automation Genius

5.0

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3/4/2021

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Jirayr Kembikian

We've been on a big automation push lately and we've worked with Arielle and Sphynx on several Zapier projects now. She took the time to understand our needs and was very efficient in helping implement the solutions. I would recommend their services to anyone looking to improve their automation processes and enhance their client experience. I look forward to continuing our work together.


Arielle is the consummate professional and technical genius.

5.0

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1/30/2021

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Greg Jackson

Sphynx Automation did an end-to-end commercial brokerage loan application for us. The project followed a best-in-class project approach and was completed ahead of schedule and under budget. I would never hesitate to refer Sphynx Automation to anyone with any type of automation project and would happily engage them on any and all future projects. Thanks for a job well done, I wish you tremendous continued success.


Problem Solvers

5.0

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12/23/2020

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Colin Tierney

Sphynx Automation is absolutely brilliant when it comes to problem solving and making your business run more efficiently. I had one meeting with them and within minutes, they found a solution through the power of Zapier and of course, their seasoned expertise in turning on the business autopilot.