Insights & Curiosities

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.

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Cover page of a report titled "Growth & Technology Trends" for B2B professional services, featuring colorful bar graphs on a screen and the year 2026 highlighted. The report is by OTM and focuses on growth strategies.

2026 B2B Benchmark Study

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.

161Leaders surveyed

48Pages

12 minRead

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01 Research Reports

The data behind how firms grow

Proprietary studies and annual benchmarks, built from surveys of real B2B leaders, not recycled theory.

Infographic titled “Your Best Sales Channel Is Getting the Least Investment” shows a bar graph comparing win rates by acquisition channel: 30%, 38%, 53%, and 73%, increasing by channel performance.

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.

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A whitepaper cover page titled "Pipeline Invisibility Is Costing You Predictable Growth" shows a bar graph: forecast confidence by pipeline visibility, increasing from 51% (no shared view) to 83% (full visibility).

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.

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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.

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02 Worksheets & Tools

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.

Marketing Strategy Questionnaire Downloadable Worksheet

Position Your Firm to Win 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.

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