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:
Keep going through the rest of the questions and we'll help you choose the best option for your needs.
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!
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.
When does your next surge block begin and end?
We have found that the technology and automation buildout goes exponentially faster and requires fewer revisions when you've spent the time solidifying your processes and have worked with at least 10 clients through the entire lifecycle.
If you'd like to start preparing in the meantime, we recommend watching our XYPN Member Spotlight Call and joining the Sphynx Automation Facebook Group
You can also check out our Course & Template Library. All form templates have an attached course with instructions on how to customize to your brand standards in JotForm. Email templates provided in partnership with Perfectly Planned Content.
Don't worry; we'll follow up with you too if you'd like! Just fill out the info below and we'll touch base again then.
Cameo RobersonAtlas Park Co.www.atlasparkco.com
Charesse Spiller (Hagan)LevelBest LLCwww.getlevelbest.com
Waiting until you have more capacity will ensure the process runs as smoothly and efficiently as possible when you are ready to start. While we will do a lot of the heavy lifting for you, there will be things we need you to complete. Please see here for Process Overview that outlines your responsibilities.
In the meantime you can take advantage of your high volume and start preparing for a project by creating a folder in your Google Drive or on your Desktop and storing copies of:
Because our proposals are only good for 90 days, we recommend you wait until you're closer to starting your project. In the meantime you can start preparing for a project by creating a folder in your Google Drive or on your Desktop and storing copies of:
Check out our Course & Template Library. Our courses contain everything you need to get up and running on your own, with exercises to test your knowledge.
All form templates have an attached course with instructions on how to customize to your brand standards in JotForm. Email templates provided in partnership with Perfectly Planned Content.
We believe that automation should always be second to a solid process. As such, we require our clients to have documented process workflows that are 80% or more complete before getting started with us. This will save you time and money, and streamline your work with us down the line. You may even find that updating your process reduces or eliminates your need for automation.
Complete your Process Outliner. It will walk you through your current (or proposed) process and tech stack to help you get clarity around your areas of opportunity.
Important Note: This is a long form, so please be advised there are SAVE buttons at the bottom of each page. You may save at any point and will be able to return to finish the form later.
If you still feel you need more assistance, we highly recommend these process experts:
Our work focuses on your technology and automation, rather than creating or refining processes. We believe that by narrowing our focus to the areas we offer the most value we can better serve our clients. If your primary focus is process building or enhancement, we highly recommend these process experts:
Still need help with tech or automation? Let us know which additional systems you need help with above and proceed through the rest of the questions.
The Process Outliner is a free tool we've designed to help you document your technology stack, outline your standard operating procedures, and clarify your business goals. Many clients find that completing this exercise gives them great clarity about their areas of strength and opportunity.
Once you're ready, please use this link to complete your Process Outliner. When you get to the end, you'll be asked some additional questions to guide you to the best next step.
Book a coaching call. You can use this time however you'd like - review your tech stack, work through specific issues, have us walk you through how to set up an automation, etc. We'll record our meeting and send you a copy afterward so you can go back and rewatch if needed.
Here is our proposed project timeline based on our availability and yours. We may need to adjust depending on the scope of the project, but we will confirm after reviewing the desired project scope.
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.
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