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  • Preliminary Questionnaire

    Please complete the form. Based on your answers, we will suggest the best-fit service for your situation and provide instructions for next steps.
  • Goals & Clarity

  • Sphynx is a virtual CTO firm focused on helping financial advisors, attorneys, accountants and real estate agents automate their technology. Our goal is to help integrate your exisitng systems so you can spend less time on data entry and administrative work and spend more time working with clients.

    We offer a range of services for different price points and skill levels:

    Courses & Templates are best for those who have existing tech-savvy or the time and desire to DIY. Check out our course and template store for more info.

    Automation Coaching is a great hybrid option for those who want to get started on their own but may need a little hand holding. We offer coaching by the hour and in blocks of 10 hours for a discounted rate.

    White Glove Automation is a done-for-you service where we work with you to build out and automate your systems. Because each project is completely tailored to your needs, we price these projects on an a la carte basis depending on the scope and complexity of the project. Learn more here.

    In order to complete a White Glove project we require you to meet a few criteria:

    • Must have documented processes that are at least 80% complete, i.e. don't plan to make any structural changes within the next 12 months.
    • Must have worked with at least 10 clients.
    • Must have the time available, i.e. no major upcoming commitments that will redirect your attention while working on the project.

    Keep going through the rest of the questions and we'll help you choose the best option for your needs.

  • Pain Points

  • 0-2: Updating your process might be a better fit than automating at this point.

    3-10: Automating will likely add efficiency for you.

    11-13: Automating will be a great fit for your needs!

  • It sounds like automation might not be the right fit for you at this time. Let's get a little more information.

  • Automating will likely add efficiency for you. Let's keep going!

  • Automating will be a great fit for your needs! Let's keep going!

  • Business Background

  • Most of our clients are service-based businesses. That doesn't mean we can't help you, but let's get a little more information.

  • Technology

  • Processes

  • Time & Commitment

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  • When does your next surge block begin and end?

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  • Recommendation

  • {recommendationOutput}

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  • Next Steps:

    Send over a list of services you'd like to engage on and we'll create a custom proposal for you. If you still have questions, book an Introductory Call. This is a 15-minute meeting to confirm if our services are a good fit to meet your needs and answer any questions you have about process and pricing.

  • 1. Update link to just "book a call - help me improve my business operations"

    2. Help me improve my business operations, I need a business coach, I want to start a new business

     

  • Onboarding Questions

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