Octain is a Proud Sponsor of the EPI Summit 2026 · Nashville · April 19–21. See you there! 

FOR REVENUE LEADERS WHO CARRY THE NUMBER BUT DON’T CONTROL EVERYTHING THAT DRIVES IT

You own the revenue target. OVM gives you a unified view of everything driving — and constraining — it.

30–45 minutes · Bring one client or division · No prep required

EVER SEE THIS?
  • Pressure to fix pipeline and NRR — without a unified view of what’s actually constraining them
  • Marketing and sales running from different dashboards — and different definitions of what “pipeline health” even means
  • The gap between a solid growth plan and actual cross-functional execution is where revenue gets left on the table — every quarter
HERE’S WHAT CHANGES
  • Fewer forecasting surprises — and the confidence to walk into every quarterly business review knowing exactly what’s driving the number and what isn’t
  • Cross-functional teams finally pulling in the same direction — marketing, sales, and CS working from one prioritized plan, not competing agendas
  • A coherent growth story for the CEO and executive team — in business value language, not marketing metrics
  • Predictable pipeline and NRR built on a system — not last-minute heroics
WHAT OCTAIN GETS YOU

Revenue you can predict

Score which growth levers are driving qualified demand — and where concentration risk is hiding before it surprises you.

Execution that moves the number

90-day cross-functional sprints on the highest-impact moves — with shared owners and KPIs, not competing priorities.

Proof your CFO can use

Track NRR, pipeline quality, and revenue concentration in CEO and executive team-ready language — quarter by quarter.

How It Works in Your Engagements

Step 1: Have your client or business division complete the OVM Assessment. 30–45 minutes.

Step 2: Octain delivers scored results across all 8 growth and value levers — surfaces the 2–3 moves that will most directly improve pipeline quality, NRR, and revenue predictability.

Step 3: Turn priorities into a focused 90-day cross-functional sprint — shared owners, clear milestones, KPIs marketing, sales, and CS can run from together.

Step 4: Use Value Engine Dashboard to track NRR, pipeline quality, concentration shifts — report to CEO and executive team in the language of business value, not marketing metrics.

See the full OVM System →

Client Stories

Results Like These

We’re not guessing how this works in the mid-market. We’ve seen it, documented it, and built it into the system.

89→118%

NRR improvement

Documented over 3 sprint cycles · B2B services

47→19%

Customer concentration

Reduced over 24 months · deal-table ready

+24%

Revenue growth

12 months · Denning Packaging

33%

Avg. annual increase

Revenues & profits · 300+ clients · 22 industries since 2003*

NOTE: *Historical average across 300+ engagements since 2003. Not a guarantee of individual results. See /proof for case studies.

Testimonials
“Tri Tool hired Octain to perform a comprehensive analysis on our competitors, customer experience and market opportunities. From Clare’s work we were able to determine three strategic initiatives to drive the company forward. We also used the analysis to develop new marketing tools including a new corporate video and email marketing campaign.”
Laurie Earl,
Director of Marketing,
Tri Tool
“Working with Octain has armed our sales team new strategic tools and information that has helped us open more doors to new customer opportunities.”
Peter Lore,
Business Solutions Advisor,
Panviva
“When LCS needed a new marketing plan to support our company’s growth, we turned to marketing veteran Clare Price. Clare helped us develop a stronger brand and marketing message that led to LCS being recognized as Sacramento’s fastest growing company.”
Steve Simonetto,
CEO,
LCS Technologies, Inc.
“Smart Marketing Execution is unique in that Clare gives all of the details on 'how to' rather than simply what and why. Clare guides business owners and leaders through the exact things they need to do to become more effective leaders.”
Steve Pappas,
host of the Science of CX Podcast
“You hold in your hands a philosophy and approach to marketing in a new world of opportunity. Keep Clare’s book within arms’ reach and refer to it often. You will find her insights and ideas practical, proven-to-work, and immediately accessible.”
Mark LeBlanc,
CSP,
author of Never Be The Same and Growing Your Business!
“I thought when I picked up this book, ‘Oh God, not another marketing book…’ I hate fluff. This is not fluff. What is valuable to me: A clear road map, why I should follow it, and what I get if I do it right. That’s what Clare has written. Marketing for people who are operationally focused on getting things done.”
Tom Searcy,
author of Whale Hunting and How To Close A Deal Like Warren Buffett
“This book provides an outline of how to strategize smarter combined with great anecdotes and tools to put Clare's marketing knowledge into action.”
Lisa Apolinski,
CMC,
author of Grow Your Market Share In A Zombie Apocalypse
“Smart Marketing Execution is a must read. Clare's framework, what she calls the ‘integrated marketing operating system,’ will help you and your marketing teams deliver profitability, productivity, and operating efficiency.”
Dennis Shiao,
CEO,
Attention Retention
“Ideas are great, but the money is in execution! Smart Marketing Execution is a no-fluff roadmap to growth, period.”
John Jantsch,
author of Duct Tape Marketing and The Ultimate Marketing Engine
“Before Octain, our team was all over the map trying to target the right customers. Now we have a focused strategy for reaching our best prospects and have seen sales jump 40% in six months.”
CMO,
Medical Services Company
“Octain really helped us dive into the meaning of what we were trying to portray about Sallyport and map out the direction we should be going in.”
Greg Dyson,
VP Sales,
Sallyport Commercial Finance
How You Engage With Octain

Start with one client or business division. Have them complete the OVM Assessment to see where pipeline is at risk and which levers matter most — before you commit to anything.

Get marketing, sales, and CS working from the same plan. One dashboard, one prioritization model — so alignment stops being a conversation and starts being a system.

Embed OVM into your quarterly planning cadence. Predict before you plan. Score the levers, set 90-day priorities, and walk into every quarterly business review with a clear growth story.

30–45 minutes · Bring one client or division · No prep, no cost, no sales pressure · Walk away with a clear view of which levers are constraining your revenue.