Facilitating Focus: Aligning Leadership to Drive Scalable Growth for Flood and Peterson

Flood and Peterson is a Colorado-based insurance brokerage and risk management firm, operating since 1939. With offices in Greeley, Fort Collins, and Denver, it serves a national clientele across industries such as construction, healthcare, real estate, and education. F&P’s approach is rooted in proactive risk management and a deep commitment to community involvement.

In 2023, Flood and Peterson partnered with OTM to address growing and scaling their business. With an expanding leadership team and increased market complexity, it became critical to align internally around a clear and actionable go-to-market strategy.

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THE PROBLEM

Flood and Peterson faced two key challenges: inconsistent messaging and a fragmented, slow content development process. These issues led to internal misalignment, making it difficult to scale marketing and sales in sync with business growth.

Without a clear, unified growth direction informing marketing, leadership decisions were often delayed or lacked cohesion, impacting the company’s ability to move efficiently toward its strategic goals.

THE SOLUTION

OTM led Flood and Peterson through its proprietary Path to Growth framework to align internal stakeholders and define a clear market approach. The initiative extended beyond traditional marketing efforts, focusing instead on enabling strong executive alignment and cross-functional clarity.

Our Unique Approach

This engagement was tailored to create executive buy-in for a comprehensive go-to-market vision. Rather than jumping into execution, OTM prioritized facilitation, clarity, and strategic alignment across departments, empowering leaders to move forward with confidence and cohesion.

Strategic planning via the OTM Path to Growth®

Go-to-market roadmap development

Advisory support for internal marketing and sales teams

Executive alignment workshops

Collaboration with Flood & Peterson

OTM worked closely with Flood and Peterson’s leadership, meeting bi-weekly during the initial strategy phase. As the project progressed, OTM shifted into a coaching and advisory role, supporting internal teams and reinforcing leadership alignment.

Obstacles to Overcome

Achieving alignment across multiple leaders and departments required thoughtful facilitation. Flood and Peterson had long struggled to unite sales, marketing, and operations under one strategy. Through OTM’s process, they gained the clarity and momentum needed to move forward together.

RESULTS

Outcomes (Qualitative Results)

  • Greater internal alignment across leadership
  • Faster and more confident decision-making
  • A unified growth strategy connecting operations, marketing, and sales
  • Improved focus and clarity on where and how to grow

Key Performance Indicators (Quantitative Results)

Client requested that specific quantitative results not be shared.

“For years, we worked toward a solution that would connect operations, sales, and marketing. OTM helped us finally bring it all together.”

Brett Kemp

President

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