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Business Automation Services for Small Businesses

“Stop doing repetitive tasks. Automate your business and focus on what you do best.”

Running a business is tough. You’re juggling sales, scheduling, follow-ups, and invoicing — all while trying to grow. But what if you could automate the busywork and get your time back?

At Etios Solutions, we help small businesses like yours automate repetitive tasks so you can focus on what matters most: growing your business and serving your customers.

What Can Be Automated?

Lead Management – Automatically capture, track, and follow up with new leads

Appointment Booking – Let clients book online, get reminders, and sync with your calendar

Email Sequences – Welcome new customers, send offers, and re-engage leads—all on autopilot

Invoicing & Payments – Generate invoices and get paid faster with automated systems

Chatbots – Answer FAQs, qualify leads, and collect contact info 24/7

Custom Workflows – Connect your favorite tools (like Google Sheets, CRMs, or Slack) to do the work for you

Why Automate with Etios?

Save Hours Every Week
Eliminate Manual Errors
Convert More Leads
Delight Your Customers
Scale Without Hiring More Staff

CRM Automation

What it does: Automatically track leads, manage contacts, schedule follow-ups, and send email sequences.Tools: Zoho CRM, HubSpot, Pipedrive, Salesforce Essentials

  • Services:

    • CRM setup & integration with website/forms

    • Automated follow-up workflows

    • Sales pipeline automation

Email Marketing Automation

  • What it does: Sends targeted emails based on user actions (welcome, cart abandonment, re-engagement).

  • Tools: Mailchimp, ActiveCampaign, ConvertKit

  • Services:

    • Email funnel creation

    • Newsletter automation

    • Drip campaigns for lead nurturing

Appointment Scheduling Automation

  • What it does: Enables clients to book meetings or appointments without back-and-forth emails.

  • Tools: Calendly, Acuity, Setmore

  • Services:

    • Setup and calendar syncing

    • Website integration

    • SMS & email reminders

Invoice & Payment Automation

  • What it does: Automatically generate invoices, track payments, and send reminders.

  • Tools: QuickBooks, Wave, FreshBooks, Stripe

  • Services:

    • Integration of payment systems on websites

    • Invoice template setup

    • Subscription billing setup (e.g. for service retainers)

Forms & Workflow Automation

  • What it does: Collect leads, feedback, job applications, and auto-route them for processing.

  • Tools: Jotform, Google Forms + Zapier, Typeform

  • Services:

    • Automated onboarding forms

    • Client intake forms linked to CRM or email list

    • Application forms with backend automation

Chatbot & Live Chat Integration

  • What it does: Handle FAQs, qualify leads, and collect contact info automatically.

  • Tools: Tidio, ChatGPT API, Drift, Crisp

  • Services:

    • Custom chatbot setup

    • Integration with CRM or email list

    • FAQ automation

Workflow Integration via Zapier / Make / Pabbly

  • What it does: Connects apps and automates repetitive tasks.

  • Example Automations:

    • New form submission → Add to CRM + Slack notification + email

    • New booking → Google Calendar + Zoom link + reminder email

  • Services you can offer:

    • Zapier automation builds

    • Full automation audit and setup

Other Valuable Services for Small Businesses

Web Presence & Marketing

  • Website design/redesign for lead generation

  • Local SEO & Google My Business optimization

  • Online review and reputation management

  • Social media content creation + scheduling

  • Blog writing & content marketing

E-commerce Support

  • Shopify, WooCommerce, Wix e-commerce setup

  • Product upload + optimization

  • Automated order confirmation emails

  • Inventory sync and automation

  • Training & Consulting

  • How to use automation tools

  • Digital transformation strategy for small businesses

  • SOP (standard operating procedure) documentation services