Business Strategy & Advisory

At OOTB, strategy isn’t just a plan on paper. It’s a roadmap that connects every decision in your business to measurable growth. We design strategies that meet you where you are and take you where you want to go.

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What we provide strategy for

  • Product & Service Diversification
    Identify opportunities to expand your offerings using existing resources or market trends.

  • Market Entry & Expansion
    Strategies to break into new markets - whether that’s a new city, a new demographic, or a franchise model.

  • Pricing & Profitability Models
    Frameworks to price effectively, improve margins, and balance customer value with profitability.

  • Customer Retention & Loyalty
    Data-driven approaches to keep existing customers engaged, spending more, and referring others.

  • Brand Positioning & Differentiation
    Defining where you stand in your industry and how to stay relevant to evolving audiences.

  • Operational Growth Decisions
    Knowing when to hire, when to invest in systems, and when to expand locations - with confidence.

Diagram of The OOTB Strategy Framework with core components around a central circle, including Vision & Goal Alignment, Market & Competitive Positioning, Operations & Process Excellence, Financial Strategy & Performance, Growth & Innovation Strategy, Leadership & People Strategy, and Data Driven Decision Making, all enclosed within a green circular border labeled Growth, Direction, and Resilience.

This is what strategy means for your business: new products, new markets, more loyal customers, smarter pricing, and confident decisions.

  • Strategy That Starts With People

    At OOTB, strategy isn’t just about spreadsheets and projections — it’s about people. We believe the strongest businesses are built with a consumer-first mindset, where every decision, system, and campaign is shaped by the needs of the customer.

  • Competitive & Market Analysis
    Understanding your competitors isn’t about copying them - it’s about knowing where you can win. By benchmarking your performance against industry standards, we uncover gaps, untapped opportunities, and strategies to differentiate your business.

  • Forecasting & ROI Models
    Forecasting is more than guessing numbers. We build financial models that tie directly to turnover rates, seasonal demand, and profitability benchmarks, so your plans are rooted in realistic expectations - not assumptions.

  • Decision Frameworks Aligned to Growth Stage
    Startups, scaling companies, and franchises all face different challenges. We design decision-making structures that adapt to your growth stage, ensuring you’re making the right calls at the right time.

  • Quarterly Strategy Recalibrations
    Markets change quickly - consumer habits, competitors, and economic conditions shift every quarter. We don’t “set and forget.” Instead, we revisit your strategy every 90 days to keep you agile and market-relevant.

Where Strategy Met Execution

Don't just take out word for it

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Don't just take out word for it 〰️

“Great working with the team, and the professionalism in their work and support during the project.
Very happy with the result and I highly recommend to everyone!!!”

Thank you !!!

James P. (Multi-Location Franchise & QSR)

Close-up of a man with curly dark hair, glasses, and a beard, sitting indoors with a neutral background and a plant in the background.

“I connected with OOTB to help me launch my supplement business. They were quick to recommend which direction I needed to go and what steps I needed to take and what to prioritize. All employees were very professional, educated, honest and very friendly.

Prabh S. (Consumer Product Goods)

“I have been using out of the box for business development as well as social media and marketing. Super creative and innovative ideas and thoughts. 100% would recommend to any company in need of scaling or growing their business.”

Ken D. (Real Estate & Co-Working)

Take that next step for your business

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