CRM & Pipeline Architecture
Design or clean up CRM structure, pipeline stages, fields, views, permissions, and operating rules so the system reflects how the business actually sells.
Revenue Operations & GTM Systems
Revenue systems for founder-led teams.
I help growing businesses clean up CRM, pipeline, reporting, automations, and sales process so revenue does not depend on memory, spreadsheets, or founder heroics.
Clean systems. Clear process. Better revenue visibility.
I work across the operational layer of go-to-market: the structure, tools, data, and workflows that help teams sell, forecast, and execute with more consistency.
Forecasting & Reporting
Build practical reporting around pipeline health, stage conversion, forecast visibility, source performance, and leadership decision-making.
Automation & Handoffs
Connect systems, reduce repetitive manual work, and tighten the handoffs between lead capture, sales, implementation, and customer operations.
Best fit
I’m strongest with teams that have traction, but where the revenue operating system is still informal, founder-built, or held together manually.
- Founder-led companies moving from informal sales to a repeatable motion
- Small teams using HubSpot, Pipedrive, or similar CRM tools
- Businesses that need cleaner pipeline visibility and reporting
- Teams preparing to hire, scale, or standardize sales execution
- Operators who know the current process is too manual or fragile
Katie O'Brien
Senior revenue operations operator for growing teams.
I build the systems behind revenue teams: CRM architecture, pipeline process, reporting, automation, forecasting, and cross-functional handoffs.
My background spans early-stage and scaling environments where the job is not just to advise, but to design, implement, and operate the systems that help teams grow with more control.
Need cleaner revenue systems?
Reach out if you’re working through CRM cleanup, pipeline structure, reporting, automation, or sales process questions.