Build a $5K/Month Business Helping Small Teams Automate Their Backend

If you want to earn $5,000/month without launching a product, building software, or running ads, here’s a lean and scalable strategy: help small B2B teams automate their business backend.

You’ll sell done-with-you systems consulting — setting up tools like Notion, SignNow, and AirSlate so that businesses can stop operating out of messy DMs, random spreadsheets, and email chains.

This guide walks you through the exact offer, tools, client targeting, and steps to go from $0 to $5K/month.

The Offer: Backend Automation in 7 Days

You’re offering to build out a full operational system for small businesses. Each project includes:

• A Notion-based CRM and project tracker
• Todoist for task tracking and accountability
• SignNow templates for contracts and onboarding
• AirSlate workflows to connect forms → contracts → tasks
• Optional training docs, SOPs, and videos

Your service delivers clarity, structure, and automation — all done in a week.

Ideal Clients

This is perfect for service-based B2B businesses that:

• Are overwhelmed by client leads and follow-ups
• Manually send contracts and onboard clients
• Struggle with internal task management

Think: coaches, consultants, boutique agencies, local service providers, or SaaS founders with no operations person.

The Tools

You’ll use 5 tools to deliver your systems:

1. Notion — to build CRM dashboards, project spaces, SOP libraries, and even mini client portals

2. SignNow — for reusable contract templates, onboarding forms, and e-signature workflows

3. AirSlate — to automate steps like “form → contract generation → task creation”

4. Todoist — to give clients a clean way to track recurring and one-time tasks

5. Fiverr — to outsource extra assets, explainer videos, or process documentation

Pricing Model

Start by offering full setup packages:

• $500 for basic system build (CRM + contract + task setup)
• $1,000 for premium build (plus AirSlate automations + training videos)

Then add retainer options:

• $200–$500/month to maintain, tweak, and add new systems as clients grow

With just 5 clients per month, you’re at $5K MRR — and most of the work can be templatized or delegated.

Step-by-Step Guide

Step 1: Package 1–3 Offers

Build templated versions of your core systems:

• Lead capture to onboarding
• Client delivery and follow-up
• Internal team task management

Record walkthroughs using Loom and showcase them in Notion or on a landing page.

Step 2: Build Your Presence

You can set up a one-page site or just use Notion as a landing page. Include:

• What you offer
• A few screenshots or videos
• A button to book a free systems audit

Optional: list on Fiverr or Upwork under “Notion setup” or “business automation.”

Step 3: Outreach

Start with:

• Cold DMs and cold emails to freelancers, coaches, and agency owners
• Twitter/X replies and Reddit threads about client chaos
• Facebook or Slack communities where people are hiring Notion pros

Offer a free “systems audit” — record a short Loom giving actionable advice.

Step 4: Deliver Like a Pro

Once someone signs:

• Set up Notion CRM and pipeline with Notion
• Add contract templates in SignNow
• Use AirSlate to link forms to contracts
• Build task templates in Todoist

Wrap it with a Loom walkthrough, and offer a one-call Q&A.

Step 5: Optimize and Scale

• Templatize everything
• Create a Notion “starter pack” to reuse
• Hire a VA or Fiverr pro to help with repetitive parts
• Test new niches or industry-specific workflows (e.g. agency ops vs. coaching)

Why This Works

• Every business needs systems
• Most solo teams aren’t tech-savvy
• You’re solving a painful, high-friction problem
• These tools are cheap, flexible, and sticky

This isn’t just a side hustle. It’s the foundation for a systems consulting agency, course, or high-ticket productized service.

Final Thoughts

You don’t need to be a genius or a dev. You just need to know how to connect tools and deliver clarity.

Start by solving one problem for one type of business — then expand. $5K/month isn’t the ceiling — it’s your launch pad.

Want help writing the cold outreach messages or system walkthroughs? Let me know — I’ll cover it in the next guide.