WHO WE WORK WITH | Optitude

Built for firms ready to scale beyond Founder or Partner-led growth.

We partner with B2B professional service firms that are ready to build a scalable, system-driven revenue engine.

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IDEAL FIRM PROFILE

$5M - $50M
Annual Revenue

Founder or Partner Led Sales

10 - 150 Employees

Ready to invest in scalable systems
Ambitious YOY growth targets (ex 20%+)
Need consistency, predictability & stability in revenue growth
Any Design, Architecture, Accounting, Fractional Services & B2B Consulting firms

Common Growth Challenges We Solve

Inconsistent pipeline and visibility

Over-reliance on a few key individuals

Variable execution across the team

Long sales cycles and unpredictable results

Lack of system, cadence, and control

Ted Pope

"We've got a plan, partially informed by the OGA training program, as well as some other source information on marketing and sales. We've developed a process and procedures, we've got a HubSpot CRM. But it's really new for us to have such a formalized process and one that is delegated down a level below the ownership of the company. So it's a pretty big transition for us, and our focus is finding out what works."

Kerrie Luginbill

"We really struggled in the capacity building area. Shifting from entrepreneur to leader and being able to set those foundational elements and then allow other people to step in and do the day to day work while I focus on the business. I came into OGA looking for support in the growth system area, capacity building and governance, so that I could make sure that I am creating the space for my team to deliver on the big audacious goals that we do have."

David Newell

"The area we are focused on from the Optitude Growth Academy (OGA) was improving performance…I was becoming the bottleneck…and the resources in the OGA helped me understand how I build the capacity & performance of my team that is around me, which also helped me perform better."

Industries We Serve

We partner with professional service firms that rely on relationships, expertise, and long sales cycles to drive growth. From design and architecture firms to accounting, fractional services and b2b consulting companies, we help businesses build scalable revenue systems that create consistency, visibility, and long-term performance.