About Small Biz Automation Tools
Hi there, I’m Sarit (pronounce “sah-reet”) and I am a heavy user and a seasoned expert in Automation for Small Businesses.
I started my professional career of almost 3 decades as an Automation Engineer. After earning an engineering degree in Electrical Engineering / Process Automation I spent several years implementing large-scale automation projects worldwide.
When life (or, more precisely, love) brought me to the San Francisco Bay Area, I did what so many people do in this area – start a business. Well, not just one, but several over the years.
When my wife Deepika, an accomplished leadership coach asked me for help with one of her companies and marketing for her programs and workshops I started looking into so many different tools and so many different ways to string them all together that my head still spins when I think back at that time.
Then we found Infusionsoft. And never looked back. Everything in one system. Integrated. I dove deep into Infusionsoft. Soon I took the plunge, got certified by Infusionsoft and created my company Integrate & Automate, helping countless small businesses to be more successful with Infusionsoft and other tools and Integrations.
Soon I discovered and started working with Ontraport, back then still called “Office Autopilot” and got certified by them as well. Since then I have somewhat fallen out of love with Infusionsoft and into love with Ontraport, as you will be able to tell when you read my comprehensive Ontraport vs. Infusionsoft by Keap comparison and recommendation.
"I started looking into so many different tools and so many different ways to string them all together that my head still spins when I think back..."
I am one of only (literally) a hand full of people in the world who are Certified Consultants for BOTH, Ontraport and Infusionsoft.
These Certifications are not easily earned. They require several prerequisites and pre-qualifications, a substantial financial investment, a full week of in-house training at the headquarters and a full-on 6 hour exam at the end of the week. Annual recertification for each means another multiple-hour exam and proof of substantial continuing education.
In addition to having used both platforms extensively in my own businesses for years, I have now helped a sizeable number of business owners with strategic planning, implementation and optimization on both programs.
I am deeply connected with both companies and plugged in to networks of the brightest, the best, the most experienced consultants in the world who hang out and discuss all their cool moves on super-secret Facebook pages.
Why this website?
Over the years I’ve spent literally hundreds of hours researching and trying out the best tools to automate my own and my clients’ businesses. It was tedious, time consuming work, full of doubts and questions that I could often only find answers to by signing up for and test-driving many of the available tools out there.
At some point I realized that there was plenty of information available about Infusionsoft that people could easily find. However, that was not the case with Ontraport (which was still called “Office Autopilot” back then), and people kept asking me lots of questions, especially people from certain business training communities who, through their mentors, had “heard about this cool new thing that is so much better than Infusionsoft” (their words, not mine!). There was a demand for an in-depth comparison that’s not based on hearsay but on real life experience with the tools.