OTM OTM is a B2B marketing and sales strategy partner for professional services firms.

Founded in 2007, OTM has carved a niche as a leading business consulting agency with a specialization in fractional CMO services, celebrated for its exemplary contributions to the B2B sector. Not only do we pride ourselves on our sales strategy expertise, but we also emphasize sales enablement and the development of a robust customer engagement model. Beyond sales strategy, our full-service portfolio includes branding, storytelling, digital marketing, and public relations campaigns.

Before you invest in pipeline generation this quarter, take 60 seconds on this.The Infrastructure Test. Four questions. ...
08/27/2026

Before you invest in pipeline generation this quarter, take 60 seconds on this.

The Infrastructure Test. Four questions. Answer honestly.

1. Do we track every lead in one system?
2. Can we see conversion rates at every stage of the pipeline?
3. Do sales and marketing agree on what a qualified lead actually means?
4. Can we identify our best-performing lead sources?

If you answered no to any of those: you do not have a pipeline problem yet. You have an infrastructure problem.

Most firms skip straight to "we need more leads" without asking whether they have the systems to see, measure, or repeat what is already working. Our 2026 B2B report found that 51% of firms have no CRM, and 41% say underutilization of existing tools is their #1 technology challenge.

The firms that keep adding activity to an unmeasured system are not building momentum. They are building noise.

Infrastructure first. Visibility second. Momentum follows.

Drop a number in the comments: how many of those four did you answer yes to? No judgment, just data.

Marketing isn’t a magic wand, and it can’t fix broken fundamentals.This coffee shop photo takes us back to OTM’s early d...
08/24/2026

Marketing isn’t a magic wand, and it can’t fix broken fundamentals.

This coffee shop photo takes us back to OTM’s early days, three partners at one table asking the same question our founder-led clients ask now, What’s really holding our growth back, and what are we not seeing?

Because when your pipeline is invisible, it’s easy to misdiagnose the problem. High churn, weak referrals, pricing friction, operational gaps, they all hide behind “we just need more leads.” In those cases, more marketing doesn’t create growth, it just accelerates the chaos.

The firms that are truly ready to scale look different. They have product-market fit, healthy retention, a clear ideal customer, and the beginnings of a pipeline they can see, measure, and learn from.

That’s where OTM comes in for B2B, founder-led businesses. We help you define your strategy, align your teams, and build a sales-led, marketing-supported growth engine that doesn’t depend on guesswork.

08/21/2026

In many firms, sales and marketing still operate in silos. Marketing is optimizing for MQLs. Sales is chasing deals. And no one’s accountable for what happens in between.

That disconnect is internal, but many times it's felt by the buyer. And as our Senior Client Success Manager, Rachel Schlegel, says, it shows up in stalled deals, mismatched expectations, and lost momentum.

Alignment isn’t a handoff. It’s a shared system.
Shared goals. Shared messaging. Shared responsibility for moving fast when it matters most.

For firms building a modern growth engine, that alignment isn’t optional. It’s operational.

Today we’re celebrating our CEO, Miles Kailburn, whose vision, steady leadership, and legendary whiteboard sessions have...
08/17/2026

Today we’re celebrating our CEO, Miles Kailburn, whose vision, steady leadership, and legendary whiteboard sessions have shaped how OTM shows up for founder-led teams.

From turning complex growth challenges into clear paths forward to building a culture that balances ambition with accountability, Miles keeps us focused on doing the work the right way, not just the fast way.

Happy birthday, old man 😆 , and thank you for the clarity, courage, and vision you bring to this team every day!

08/11/2026

We recorded this one year ago.

We almost didn't post it again, until we pulled it up and realized every single thing Miles says in this interview is more relevant today than when we filmed it.

Most professional services firms that come to us have already tried marketing. They hired an agency. They ran campaigns. They posted consistently for months. And when they look back at what it produced, the answer is usually some version of nothing moved.

That is not a marketing problem. That is a sequencing problem.

Our CEO, Miles Kailburn, sat down with our Growth Strategist, Bridget Eriksen, to answer the question founders stop asking out loud after the second failed engagement:
Why doesn't marketing work for firms like mine?

Watch and tell us: Does this still describe where your firm is right now?

08/05/2026

When growth stalls, the instinct is to spend more on ads or ask the sales team to do more outreach. Those feel like the fastest path to more revenue.

But if the real constraint is unclear positioning, sales and marketing misalignment, or disconnected systems, more activity doesn't solve the problem. It just scales what's already not working.

That's why we built the OTM Path to Growth®.

It's designed to help teams identify the real constraint first, then move forward in the right sequence instead of trying to fix everything at once.

When you address the true bottleneck, every downstream effort becomes more effective. Sales conversations improve. Marketing performs better. Systems support growth instead of slowing it down.

Focus isn't about doing less forever. It's about doing the right thing next. Sequence your growth efforts around the real constraint, not the loudest problem.

07/24/2026

The people entering marketing today look different than they did a decade ago.

Not in how they dress or talk. In how they think.

They’re not just creatives with a good eye or clever copywriters. They’re systems-minded. Tool-savvy. Analytical. They move through CRMs, business managers and AI tools like its second-nature.

Why? Because marketing isn’t just about telling the story anymore. It’s about building the system that tells the story, at scale, across channels, backed by data.

Technology hasn’t replaced the creative side of marketing. But it’s raised the bar.

Today, your best content people are also your best process thinkers. They know how to automate workflows, A/B test ideas, and integrate with sales ops. They’re not afraid of APIs or data dashboards.

This shift is changing the kind of person who’s drawn to marketing and the kind of talent companies need.

What used to be a soft-skill profession is now a hybrid of art and infrastructure. And the teams that recognize this early will have a serious edge.

If every deal still depends on your network, your price, or you showing up in the room, you’re leaving scalable growth o...
07/22/2026

If every deal still depends on your network, your price, or you showing up in the room, you’re leaving scalable growth on the table.

Thought leadership changes that. It builds trust before the first call, aligns buying groups around the problem you solve, and positions you as the guide, not just another provider.

But here’s the truth, thought leadership is not “posting more,” it’s a sharp, market-shaping point of view that helps buyers say, “They get it, and they can help us fix it.”

At OTM, we help founder-led B2B teams turn their POV into a growth engine with filmed POV content, strategy-backed messaging, and founder narratives built to educate, align, and convert.

Curious what a clear POV could do for your pipeline? Drop a comment or send a DM, and let’s talk about it.

Shoutout to our clients at ETJ Life, TruSummit Solutions, Karrikins Group, Let It Shine, Inc., and more of our clients for using their voice as a strategic asset to build trust for their brand.

07/14/2026

If your revenue feels unpredictable, take a closer look at the buyer’s experience.

To the buyer, it feels like one conversation, one decision, and one risk.
But inside the company, sales and marketing often work on different timelines, follow different goals, and define success differently.

That disconnect creates friction. It causes confusion and hesitation at the exact moment the buyer needs clarity and confidence.

In this short video, our Senior Client Success Manager, Rachel Schlegel, shares:

➡️ Where momentum quietly breaks down during the buying process
➡️ Why internal misalignment shows up as buyer hesitation
➡️ What high-performing teams do differently to keep deals moving forward

A question worth asking:
Does your sales and marketing teams operate as one connected system, or a set of disconnected parts?

If you’ve ever tried to build culture in a hybrid team, you know the small moments matter.At OTM, we give virtual tacos ...
07/09/2026

If you’ve ever tried to build culture in a hybrid team, you know the small moments matter.

At OTM, we give virtual tacos through Heytaco to celebrate wins that move our company goals forward, and now we’ve got the real-world version to match, thanks to these custom-branded taco keychains from nocturnearts right here in Fort Collins.

Because when your team feels seen and appreciated, your growth engine runs stronger. What’s one simple way you reinforce culture on your team?

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