White Glove Automation | Sphynx Automation

Process Workflows

Built out in your CRM software or Business Management Software
Foundation for systems automation
Ensure a consistent client experience

Email Campaigns

Automate your marketing and client updates
Reduce your administrative workload
Capture interested prospects without chasing leads

Contracts & Questionnaires

Responsive questionnaires that self-customize based on input
Contracts and forms generated based on answers
Custom calculators and proposal generators

Scheduling Automation

Control your time by setting boundaries around client bookings
Sync with your existing calendar
Allow prospects to schedule while you're hard at work or play

CRM Setup

Choose the best CRM software for your needs
Set up custom fields to hold relevant data
Customize settings for maximum efficiency
Sync with scheduling software to create new contact records and / or sales opportunities

Email Account Setup

Set up company-branded email account
Create custom signature with links to scheduler, etc.
Forward emails from existing address