Curiosity,
put to work.
One of our core values at OTM is curiosity. We never stop asking questions to understand, learn, and apply. Browse our library of research-backed reports, hands-on worksheets, recorded webinars, and field notes. Free to download, made to use.
Why Most B2B Professional Services Growth Efforts Stall & How to Operate Your Firm Like a High Performer
Download our data-driven report on what separates high-performing firms from the rest, based on a survey of 161 B2B leaders across companies generating $1M–$50M+ in annual revenue.
The data behind how firms grow
Proprietary studies and annual benchmarks, built from surveys of real B2B leaders, not recycled theory.
The Channel Generating the Most Opportunities Is Rarely the Channel Generating the Most Revenue
When growth slows, the instinct is to add more sales activity. More outreach. More leads. More volume from whatever channels are already running. That logic assumes the channel producing the most opportunities is also the one most likely to close.
Read the Full Report →
86% of Firms Have the Same Pipeline Problem. Most Don't Know It.
Your firm has a CRM, but can your leadership actually see the pipeline? Our data-backed report reveals why most professional services firms stall at the CRM adoption stage and what it takes to turn pipeline visibility into predictable revenue.
Read the Full Report →
Building Your Growth Engine Blueprint
Building Your Growth Engine outlines the exact process we use to help ambitious B2B consulting and services firms scale beyond the founder and build a repeatable system for revenue growth.Read the Full Report →
Roll up your sleeves and build it
Fill-in frameworks and templates you can put to work this week. The same ones we use with clients.
What Is Your Marketing Strategy?
For owners spending on marketing without a written plan. Eight questions every business owner should be able to answer before spending another dollar on marketing. Work through them in one sitting and find out whether you have a real marketing strategy or a collection of tactics.Get the Worksheet →
Position Your Firm to Win Beyond Founder-Led Sales
For firms moving beyond founder-led sales. Whether growth has flattened, marketing feels impossible to measure, or you can't explain why a buyer should choose you over an incumbent, this worksheet will help you pressure-test your foundation and pick a position your firm can actually win.Get the Worksheet →
Sit in on the conversation.
Recorded sessions and live workshops with our team and the operators we learn from. Watch on demand, anytime.
Watch the Replay & Gain Access to Positioning Resources →
Field notes worth a few minutes.
Short, sharp reads on what we're learning about growth, sales, and marketing for professional-services firms.