Forecasting
Know what is real, what is slipping, and what is likely to close.
Senior revenue operations for cleaner sales execution and stronger marketing performance
The Operating Point helps B2B leaders fix the structure behind sales and marketing — so pipeline holds up, forecasts get sharper, and leadership can see what's actually happening. Run by an operator who's owned the function from the inside, not just the tools.
operating pointnoun the state where strategy, process, systems, and data hold together — and leadership can trust what the pipeline and forecast are saying.
Sales Operations
Sales Operations that help teams sell with more focus.
For sales leaders who need cleaner deal movement, stronger forecast confidence, and a team focused on the right work. The operating layer behind the selling motion gets tightened — forecasting, follow-up, reporting, and process — so leadership can see what is happening and the team executes the same way every time.
Stalled Deals
Identify where deals are stuck and what needs to happen next.
Reporting You Can Act On
Turn CRM activity into decisions about coaching, coverage, and risk.
Marketing Operations
Marketing Operations that make pipeline easier to trust.
For marketing leaders who need cleaner definitions, attribution, and reporting they can connect to pipeline. The work is not just campaign execution — it is the operating layer that shows what marketing produces and how it moves into pipeline.
Lead qualification
Align on what a qualified lead really means.
Campaign attribution
Connect spend to pipeline with confidence.
Lifecycle definitions
Create shared stage definitions from lead to customer.
Marketing reporting
Build reports that drive action, not debate.
About
Built by an operator who has run the function.
The Operating Point is led by Katie O'Brien — twelve-plus years in SaaS owning forecasting, pipeline, CRM, and the reporting leadership runs on. Senior ownership, hands-on, not advisory.
More about KatieWhy leaders bring us in
Senior RevOps expertise without the full-time commitment.
For teams that need senior revenue operations leadership, but do not need permanent headcount. This is not junior delivery behind senior positioning — it is operating ownership from someone who has built the teams, owned the systems, led the forecast, and worked alongside executive leadership.
Part-time RevOps for lean teams
A fractional operating partnership creates senior revenue operations ownership and momentum without committing to a full-time hire before the business is ready.
Operator experience, not agency handoff
Work led directly by someone who has owned revenue operations, business development, sales development, forecasting, reporting, and the systems behind them.
Built for the stage you are in
The level of structure, visibility, and execution support your team needs now — without overbuilding the function too early.
Ways to work together
Three ways in.
Some teams need a monthly fractional partnership. Others need a focused project, advisory diagnostic, or scoped hourly support when the work is clear.
Fractional Operating Partnership
Ongoing part-time senior RevOps ownership on a monthly retainer for teams that need consistent operating help without adding permanent headcount.
Focused One-Off Projects
A defined project for a specific operating issue such as forecasting cleanup, reporting redesign, CRM structure, lead routing, attribution, lifecycle definitions, or handoff improvement.
Advisory Diagnostic
A focused assessment to clarify what is unclear, where the operating gaps are, and what should be prioritized first.
Contact
Know what's slowing revenue down? Let's go.
Use the form to share what is happening across pipeline visibility, forecasting, attribution, CRM, routing, reporting, or workflow needs.
You’ll work directly with Katie.
No handoffs. No junior reps.