Sphynx Automation
Accepting new clients
Gold
United States, Florida, Naples
Solution Partner Company Size
- 2-4 employees
Project Budget
- $251 - $500
- $501 - $1,000
- $1,001 to $5,000
- $5,001 - $10,000
Minimum Spend
- Minimum spend of $100
Free Discovery Call
- Yes
Services
- Fixing a few Zaps (1-10 Zaps)
- Learning more about Zapier before signing up
Service Regions
- United States (only)
Language
- English
Tools Most Commonly Worked With
- ActiveCampaign
- Acuity Scheduling
- Calendly
- Constant Contact
- DocuSign
Industries Primarily Served
- Banking & Financial Services
Employee Size Primarily Served
- 1-10
Sphynx Automation is a certified Zapier partner
Sphynx Automation helps RIAs, Financial Planners / Advisors and other 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:
- DIY Courses and templates $25-$2,500
- Hourly coaching sessions $300/hour
- Custom Automation Services / Projects $500-$15,000 (complexity-based)
Requirements:
- Clear goal / solution you are pursuing
- Documented workflows and processes
- A single point of authority
Common Applications: Wealthbox, Redtail, Quickbooks, Calendly, Acuity, Mailchimp, MailerLite, Dubsado, Kajabi, Process Street, Jotform, Trello, Hubly, Asana and more
Media
Reviews
5
24 reviews
Gave me my time back
Jun 06, 2022
I came to my office today for what should have been a full week of painful manual administrative tasks. Working with Sphynx Automation gave me my time by automating that to less than 10 minutes of review work.
This was the difference between cutting into profits to hire someone to do this or do it myself and continue to be burnt out.
Arielle and her team were responsive, innovative and thorough. I couldn't recommend working with them more. Happy customer over here!
Best investment ever
Feb 18, 2022
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
Jun 18, 2021
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
Jun 07, 2021
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
Mar 04, 2021
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.