Insights and Curiosities

One of our core values at OTM is curiosity, meaning we continuously ask questions to understand, learn, and apply. Here on our blog, we’ll share those curiosities, and our insights about what we find with you so you can be curious with us.

A graphic titled "Pipeline Invisibility Is Costing You Predictable Growth" shows a bar chart with increasing percentages: 51%, 68%, 74%, and 83%. Text notes data from 120+ B2B professional services firms.

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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

Why Most B2B Professional Services Growth Efforts Stall & How to Operate Like a High-Performer in 2026 Cover Image and photo of report

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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.

See What’s Inside & Download the Report

Two digital tablets display a sales and marketing guide titled "Building Your Growth Engine" with charts and key challenge points, on a blue background. The content is designed for B2B consulting and professional service firms.

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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.

Whether you’re stuck in the day-to-day or your sales and marketing feel disconnected, this guide will help you assess what’s working, identify what’s not, and understand how to move forward with clarity.

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A graphic titled "Grow Beyond Founder-Led Sales. Position Your Firm to Win." shows the cover and an interior page of OTM's positioning worksheet, a strategic exercise for B2B professional services firms looking to grow beyond founder-led sales.

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Position Your Firm to Win Beyond Founder-Led Sales

This free worksheet outlines the same positioning work we do with firms inside the OTM Path to Growth®. 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.

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A graphic titled "Marketing Without Strategy Is Just Spend" shows a tablet displaying OTM's marketing strategy worksheet with the eight questions to ask before building an effective marketing strategy, alongside a "Download Worksheet" button.

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Stop Guessing at Marketing. Start with Strategy.

Marketing without strategy is just spend. This free worksheet walks through the eight questions we use as the starting point with every new client, the same eight questions that tell you whether you have a real strategy or a collection of tactics hoping to add up to one.

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