About The Automation Academy

Overview

Our Automation Academy is a done-with-you course where we teach you how to:

1. Create automatable workflows.
2. Find the best tools for your needs from the applications listed below.
3. Implement flexible automations for consistent client engagement processes, data accuracy and scaling.   

Course Details

1. 8 or 10 Enrollees
2. 4 days 
   1. 20 live session hours
   2. Optional one-on-one session
3.  10 am - 2 pm PST / 1 pm - 5 pm EST 
4. $4,000
   1. $500 Non-refundable seat deposit
   2. Accepted Payment Options for remaining $3,500
      1. $1,750 Upfront and $1,750 at Completion
      2. Flexible repayment term (up to 6 months)

Additional Value-Adds

• Access to all Sphynx templates and DIY video instructions after full payment (over $10,000 value).
• The Sphynx Automation proprietary custom Wealthbox Zapier Integration ($250).
• 10% discount on your next project with Sphynx Automation.
• Exposure to cool, like-minded people who care about your success.

Applications

1. Schedulers
   
   
   1. Calendly
   2. Acuity
   3. ScheduleOnce
      
      
2. Data-Gathering/ Form Builders
   
   
   1. Jotform
   2. PreciseFP
      
      
3. GSuite
   
   
   1. Gmail
   2. Google Sheets
      
      
4. *CRM (talk to us)
   
   
   1. Wealthbox preferred
      
      
5. Automation Methods
   
   
   1. Native Functionality
   2. Third-Party
      1. Zapier
         
         
6. Workflows
   
   
   1. Wealthbox Workflows
   2. Hubly
   3. Process street
   4. Trello
      
      
7. Financial Planning Software
   
   
   1. Elements
   2. RightCapital

Sphynx Automation does not engage in paid partnerships. 

Our strategic partnerships exist to offer discounts to our clients instead. 

This approach enables us to consistently provide unbiased recommendations for your specific needs and preferences.

Why are we doing this?

Our goal is to empower you and your business to implement time-and-money-saving automations in your administrative operations so that you can serve more clients and help more people.

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Sphynx Automation's journey was non-standard and completely unusual. 

 We were very fortunate to have overwhelming support, in addition to our work ethic, knowledge and will. 

Our experience serving services-based business professionals taught us that the ability to run a successful and efficient business requires meaningful support and a specific blend of business and technical knowledge. 

Let us provide you and your business with both.