Smooth Operator

What Smooth Operator does

Smooth Operator is a revenue operations (RevOps) consulting firm headquartered in Portland, Oregon, founded in 2024 by Peter Kirk. The firm targets B2B SaaS companies with $5M–$50M in annual revenue that are struggling with missed targets, disorganized CRM systems, and untrustworthy data. Its delivery model is a three-phase engagement — Diagnose (audit of HubSpot, Salesforce, Clay, and adjacent tools), Fix (rebuild CRM architecture, standardize data, establish trusted reporting), and Grow (build revenue programs such as signal-based selling, attribution models, ABM motions, and churn detection). The team is intentionally small at three people, with each consultant capped at three active clients to ensure embedded, director-level engagement.

The firm's underlying technology stack is not proprietary — it is a delivery toolkit composed of third-party platforms it implements and audits for clients (HubSpot, Salesforce, Clay, Gong, and other B2B SaaS tools). There is no software product, API, or platform; all value is delivered through human consulting services. Smooth Operator offers modular service lines (Hone Your GTM Engine, Build Playbooks, Plan/Forecast/Report) and three pricing tiers: Consulting (project-based, from $5,000), Fractional (subscription, from $5,000/month), and Interim (subscription including permanent RevOps leader hiring, from $10,000/month), with a stated full-service engagement starting at $12,000/month.

Revenue mechanics are entirely professional services — monthly retainers and project fees — with no software, marketplace, or channel revenue. Go-to-market is sales-led and direct, relying on the founder's LinkedIn presence and a reclaim.ai scheduling link for prospect intake. Notable named clients include Reddit, Lucid Software, Swoogo, MadKudu, BentoBox, Guideline, and 1000blueHG. The company has no disclosed funding, operates without patents, certifications, or formal partnerships, and distributes exclusively through direct consulting sales.

Name

Smooth Operator

Website

https://smoothoperator.cc

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Smooth Operator is a Portland-based RevOps consulting firm founded in 2024 that helps $5M–$50M B2B SaaS companies diagnose, fix, and grow revenue through CRM and tech-stack optimization, delivered by a 3-person team via retainer-based engagements starting at $5,000/month.

Ownership category

akta.pro rank

Product category

Revenue Operations Consulting

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

akta.pro secondary industries

B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA), Sales Force Automation (SFA) CRM (HDAEAFAA)

Keywords

• Revenue operations consulting
• GTM engineering
• CRM management
• Sales operations
• B2B SaaS consulting

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. RevOps Consulting and GTM Engineering: Monthly retainer-based consulting services for revenue operations transformation. engagements include three phases: diagnosing data issues, fixing CRM architecture and data problems, and building revenue programs on clean data.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Smooth Operator is a revenue operations consulting firm that delivers embedded RevOps and GTM engineering services to B2B SaaS companies between $5M and $50M in revenue. The firm audits client tech stacks, rebuilds CRM architecture (HubSpot, Salesforce) and data infrastructure, and engineers revenue programs such as signal-based selling, attribution models, ABM motions, and churn detection. Engagements follow a three-phase Diagnose-Fix-Grow model delivered by a small dedicated team, with each consultant capped at three active clients.

Product overview

Smooth Operator is a revenue operations consulting firm offering a three-phase service engagement (Diagnose, Fix, Grow) along with modular service offerings (Hone Your GTM Engine, Build Playbooks, Plan/Forecast/Report) and three pricing tiers (Consulting, Fractional, Interim). The company's core offering is RevOps consulting and GTM engineering services priced starting at $12,000/month for the full engagement. There is no software product—Smooth Operator delivers expert-level consulting services through embedded collaboration with client teams, with each team member taking on a maximum of 3 clients at a time.

Differentiator

Problem solved

Functional benefit

Products and services

• RevOps Consulting and GTM Engineering Core consulting engagement that audits a client's RevOps tech stack (HubSpot, Salesforce, Clay, Gong, and adjacent tools), rebuilds CRM architecture and data foundations, and engineers revenue programs such as signal-based selling, attribution models, ABM motions, and churn detection. Engagements follow a three-phase Diagnose-Fix-Grow model delivered by an embedded 3-person team, with each consultant capped at three active clients.
• Hone Your GTM Engine Service to make client go-to-market tools work better together, covering tool setup and integration, lead and account management (handoff, routing, enrichment with data quality guardrails), and foundational funnel tracking to measure marketing, sales, and customer success performance.
• Build Playbooks Service that analyzes closed deals to identify buying signals, builds prioritization systems across people and accounts, creates repeatable automated plays triggered by those signals, and delivers sales enablement training to leverage the signals effectively.
• Plan, Forecast and Report Strategic service covering annual planning (bottoms-up model, capacity and demand gap analysis), targeted funnel analysis (e.g., lead-to-opportunity conversion weak points), and reporting (data cleanup plus dashboard builds that teams will actually use).

Named customers7 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Emerging players

• Force Management: B2B sales methodology and revenue operations consultancy focused on enterprise sales force effectiveness — adjacent to Smooth Operator's GTM engineering work but typically serving larger enterprise accounts.

Direct peers

• Winning by Design: B2B SaaS revenue architecture consultancy offering playbooks, enablement and RevOps frameworks — overlaps strongly on the 'Build Playbooks' and GTM engineering services Smooth Operator sells.
• Kalungi: Boutique RevOps and HubSpot consulting firm serving B2B SaaS companies, offering fractional and project-based engagements — directly comparable in target segment, pricing tier ($5K–$10K+/month) and delivery style.
• LeadMD: Revenue operations and marketing technology consultancy specializing in HubSpot and Salesforce implementations for B2B organizations — same core service line (CRM architecture, GTM engineering) and similar customer profile.
• DemandGen International: B2B demand generation and marketing operations consultancy serving mid-market tech firms with playbook and process builds — directly comparable on the demand-gen / funnel-tracking services Smooth Operator offers.
• RevPartners: B2B SaaS-focused RevOps consulting firm that helps companies build revenue operations foundations across HubSpot, Salesforce and adjacent tooling — highly comparable operating model and target customer segment to Smooth Operator.
• Heinz Marketing: B2B sales and marketing operations consultancy that builds demand-gen systems, pipeline processes and reporting for mid-market technology companies — comparable horizontal segment and operating model.

Broad incumbents

• Salesforce: Provider of the Salesforce CRM that Smooth Operator configures and rebuilds — broad incumbent offering increasingly built-in RevOps/automation features that overlap with boutique consulting scopes.
• HubSpot: Provider of the HubSpot CRM and Operations Hub platform that Smooth Operator audits and rebuilds for clients — a broad incumbent whose evolving native tooling competes with parts of Smooth Operator's 'Fix' and 'Hone Your GTM Engine' offerings.

Others

• Pavilion: Membership community and professional development network for revenue/GTM leaders — not a direct competitor but the same buyer community Smooth Operator targets and a channel through which boutique RevOps firms gain referrals.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/smooth-operator-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smooth Operator