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Sphynx Automation

FL
5.0 (23)
Contact
Write a review
Accepting new clients
Project Budget
  • $100 - $250
  • $251 - $500
Services
  • Fixing a few Zaps (1-10 Zaps)
  • 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 $300/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 (23)
Write a review
Attention to detail, quick
5.0
Jul 12, 2023
Jacquelin Liautaud, Tree Fort Financial
I had a short timeframe, relatively small project that included creating personalized contracts for about 100 contacts, including sending notification and completion emails to all parties. There was more complexity than I first assumed, which Sphynx identified and still got it done on time. They went above and beyond to add in some additional personalized features using multiple data sources and continued to troubleshoot and update the tool as I tested and implemented. 10/10 would recommend!
IF YOU'RE A SMALL BUSINESS OWNER - DON'T HESITATE
5.0
Apr 19, 2023
Amanda Werth, Amanda Werth Softball
Arielle and her team were extremely professional and quick to respond! Arielle was SO knowledgeable and went ABOVE AND BEYOND to give me everything I needed and made sure my integration was EXACTLY what I wanted! She was patient as she listened to me and was quick to offer suggestions even I hadn't thought of! the integration she put together will save me HUNDREDS of hours. If you are a small business owner struggling to keep up with the backend work - DON'T WAIT to contact Sphynx!
An outstanding partner for financial advisors
5.0
Apr 12, 2023
Erica Ryberg, Montoya Wealth Management
Sphinx has been core to streamlining my business and making it less time consuming to manage our processes. Everyone on the team is an absolute pleasure to work with and I'm so glad that they are there when I need them. I work in some pretty weird programs that were new to the team and they took it in stride and built me exactly what I needed.
They make things happen!
5.0
Jan 27, 2023
Carrie Litz, Anchor Pointe Wealth
We worked with Sphynx to build us automations and it seemed like everything we asked for they found a way to do it. Highly recommend.
Great to work with and knows their stuff!
5.0
Jan 17, 2023
Kelly Luethje, Willow Planning Group
Sphynx Automation made it easy to build out my process through technology and automate it. Saves me tons of time and manual data entry error. The process of working together was straight forward and easy. Highly recommend!
They Really Know Zapier!
5.0
Jan 07, 2023
Jim Schwarz
I've had the pleasure of working the Sphynx Automation team, and I am very impressed with their knowledge of Zapier. They helped me fix a particularly challenging (to me anyway) Zap. And they also coached/educated me about how to use Zapier better in general, as well as giving me some really in-depth tips. Recommended!