Live Webinar
Sound Generic, Get Ignored. Positioning for B2B Services Firms
Wed, Jul 8 10:00 AM MT
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— MARKETING & SALES CONSULTANCY

We Create the Growth Engine Your Business Needs to Compete and Win

OTM is a marketing and sales consultancy that helps you define your strategy, align your team, and build a scalable growth engine that attracts, engages, and converts.

Fort Collins, COEst. 2007

161+

B2B Leaders Surveyed
Across firms generating $1M–$50M+ in annual revenue.
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OTM Path to Growth®  ·  Current Focus: Structure
Formation
Traction
03
Structure
04
Momentum
05
Scale-Ready
Stage 01
Formation
Positioning is set; the right message reaches the right market.
Stage 02
Traction
Growth is happening but is too dependent on individuals.
Stage 03
Structure
Repeatable systems are built; growth stops being personality-driven.
Stage 04
Momentum
Growth is driven by systems, not by any single person.
Stage 05
Scale-Ready
The model is proven; the business transfers value to a buyer or successor.

STAGE 01

Formation

STAGE 02

Traction

Stage 03
Structure

Stage 04
Momentum

Stage 05
Scale-Ready

Industries We Serve

Four practices. One growth engine.

The Path to Growth® framework works across sectors, but the playbooks differ. We bring focused expertise to four industries where positioning, sales systems, and aligned marketing change the trajectory of the business.

B2B Professional Services

01
Flagship Practice

Advisory, consulting, accounting, legal, engineering, and specialized service firms ready to graduate from referral-led growth.

  • Partner-led firms $2M–$50M
  • Positioning + sales systems
  • Marketing that supports the bench
Explore practice →

Housing & Construction

02

Builders & Trades

Homebuilders, GCs, specialty trades, and supply businesses navigating long cycles, complex stakeholders, and reputation-driven demand.

  • Project pipeline visibility
  • Trade & consumer dual audiences
  • Operator-friendly playbooks
Explore practice →

Medical

03

Practice Growth

Specialty practices, multi-location groups, and adjacent health services balancing patient acquisition with referral relationships.

  • Referral & direct-to-patient
  • Compliance-aware messaging
  • Multi-location coordination
Explore practice →

Municipalities & Education

04

Public Sector

Local governments, districts, and institutions communicating priorities, building public trust, and engaging the communities they serve.

  • Stakeholder & constituent outreach
  • Long-form initiatives & campaigns
  • Brand systems that scale
Explore practice →
Three people sit at a conference table, smiling and engaged in conversation. The woman in the center wears glasses and a red cardigan. A laptop and drinks are visible on the table in front of them.

01 · FLAGSHIP PRACTICE

B2B Professional Services

Advisory, consulting, accounting, legal, engineering, and specialized service firms ready to graduate from referral-led growth.

  • Partner-led firms $2M–$50M
  • Positioning + sales systems
  • Marketing that supports the bench
Modern office space with a wooden table, blue accent wall displaying "Hartford Homes," and a wall of colorful photos and a map labeled "Bloom." Sunlight streams in through large windows and doors to private offices.

02 · BUILDERS & TRADES

Housing & Construction

Homebuilders, GCs, specialty trades, and supply businesses navigating long cycles, complex stakeholders, and reputation-driven demand.

website mockup on a teal background

03 · PRACTICE GROWTH

Medical

Specialty practices, multi-location groups, and adjacent health services balancing patient acquisition with referral relationships.

Two promotional flyers for Fort Collins Connexion offer a $50 credit for referring a friend. One flyer features a family using digital devices, and both highlight the referral offer and include contact information.

04 · PUBLIC SECTOR

Municipalities & Education

Local governments, districts, and institutions communicating priorities, building public trust, and engaging the communities they serve.

By the Numbers

Evidence Beats Anecdote.

Our work is grounded in primary research and a sequential, evidence-based model built specifically for the stage of growth your firm is in today.

B2B Leaders Surveyed

161+

Across companies generating $1M–$50M+ in annual revenue.

Where the Ceiling Hits

$2–15M

The revenue band where growth most often stalls without structure.

Path to Growth Model

5stage

Formation, Traction, Structure, Momentum, Scale-Ready.

Strategy Consultation

30min

Complimentary call to map your next chapter of growth.

Three people in a meeting room discuss a large wall chart titled "Professional Services Firm Growth Lifecycle." One person sits with a laptop while the other two stand, interacting with the chart.
OTM Path to Growth®
Our Process

Your Path to Growth Starts Here.

Organizations between $2M and $15M in revenue tend to hit the same ceiling. The core is strong. The reputation is earned. But the way new business is generated has not evolved. At some point, meaningful growth requires structure.

That's why we created the OTM Path to Growth®, a sequential, evidence-based model built specifically for your stage of growth. We prove your strategy. Then your tactics. Then your model. Each stage earns the next.

The goal is simple: build a revenue engine that runs on defined positioning, clear sales systems, and aligned marketing support.

Two digital tablets display business documents. The left screen shows a blue and yellow cover titled "Building Your Growth Engine." The right screen shows a page labeled "ALIGN" with text, a diagram, and a table layout.
2026 Research42 PagesFree PDF
Research Report

Why Most B2B Professional Services Growth Efforts Stall

And How to Operate Your Firm Like a High Performer in 2026

A 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.

Recent Work

Check Out Our Recent Case Studies

The businesses we partner with are strong in delivery but ready for more. They know they need structure, clarity, and a plan to grow. Our best work happens when we build that next chapter together.

Building Brand Authority and Executive Relationships Through Podcasting
Brand Authority·B2B Services

Building Brand Authority and Executive Relationships Through Podcasting

3.2×
Executive inbound conversations within the first two quarters

LinkedIn Leadership Brand Strategy for a Multi-Unit Operator
LinkedIn Strategy·Consumer Services

LinkedIn Leadership Brand Strategy for a Multi-Unit Operator

+412%
Qualified leadership impressions across six months

Turning Case Studies into AI Content for B2B Marketing Success
AI Content·Industrial

Turning Case Studies into AI Content for B2B Marketing Success

Content output without growing headcount

Driving a 50% Increase in Organic Traffic for the Colorado Roofing Association
Organic Search·Trade Association

Driving a 50% Increase in Organic Traffic for the Colorado Roofing Association

+50%
Organic traffic year over year

Client Voices

What Leaders Say After Working With OTM

We knew what we were good at. What we did not have was a repeatable way to tell that story to the market. OTM gave us the structure, the language, and the cadence.

JM
Jordan Maris
Managing Partner, B2B Advisory Firm

Our marketing finally feels like a system, not a series of campaigns. The Path to Growth gave us a shared map.

SP
Sasha Petrov
CEO, Professional Services

They challenged us in the right places and stayed with us through the hard work of changing how we sell. That is rare.

RK
Rachel Kim
VP Growth, Industrial Services

Get Started

Request a 30-Minute Consultation to Get Started

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1
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Begin Your Path to Growth®

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