Embedded Advisory, Not Consulting Theater
OtterBear works as an embedded advisor for your team, not a consultant who swoops in, delivers templated reports, and then disappears. The work happens inside and alongside your organization, observing how decisions get made, identifying where clarity breaks down, and partnering with leadership teams to resolve it in real time.
Most engagements start with a fixed-scope diagnostic or alignment session, then expand into ongoing advisory work as clarity needs evolve.
What Clarity Looks Like
Before: The C-suite aligns on direction, but by the time it reaches frontline teams, the message has shifted, details have disappeared, and people are guessing at intent.
After: Clear cascading communication. Strategic priorities and decision context flow from leadership to execution teams without losing clarity along the way.
Before: When new opportunities arise or crises hit, priorities shift instantly. Teams abandon current work without understanding why or what changed.
After: Stable priorities with clear criteria for when to shift. When changes happen, teams understand the tradeoff and adjust with context, not confusion.
Before: R&D invests in what's technically promising. Go-to-market focuses on what closes deals today. Neither knows what the other is doing or why.
After: Aligned investment priorities across R&D and go-to-market. Both functions working from shared strategic priorities with clear handoffs and timing.
Dom Perry, CEO of Scrap-it
“Mark doesn't show up with a playbook. He shows up with pattern recognition from dozens of companies. He could see where our clarity was breaking down before we could name it, and that's why it stuck — it was built for us, not borrowed.”
Justin Cohen, President of Kelli’s Gifts
“The Alignment Session gave us clarity on decision rights in two days that we'd been struggling with for two years. Our Directors went from spending half their time figuring out what they owned to actually leading. It was like someone finally turned the lights on.”
Ways to Start
These are designed as starting points — short, focused engagements that create immediate clarity and often become the foundation for deeper work.
Organizational Clarity Scorecard
Free
A short diagnostic that measures your organizational clarity across Strategy, Structure, Operations, and People. Takes 5 minutes. Provides immediate insight into where clarity is missing and what to address first.
Leadership Alignment Session
$15,000-$20,000
A two-day working session to align priorities, clarify ownership, and strengthen leadership team effectiveness. It delivers immediate results and a foundation for sustained clarity. Ideal for teams navigating transitions or feeling stuck in ambiguity.
Organizational Clarity Audit
Starting at $28,000
A 30-day diagnostic that maps your organization, identifies opportunities to create clarity, and delivers an actionable blueprint for your team. Includes leadership interviews, org mapping, friction point analysis, and a comprehensive clarity plan.
Ongoing Advisory Services
Most clients start with a fixed engagement and expand into continued work. These services are custom-designed based on your needs and typically blend:
Embedded Strategic Support
Regular presence inside your organization (weekly, biweekly, or monthly) to provide real-time guidance as decisions get made, priorities shift, and structures evolve. Functions as an extension of your leadership team — embedded enough to understand the business and speak your language, but maintaining the fresh perspective of an outsider.
Clarity Maintenance
Regular assessments, team realignments, and structural adjustments as your company grows, pivots, or navigates transitions. Keeps clarity from slipping as circumstances change. Also available for escalations or urgent adjustments when things get out of alignment.
Leadership Coaching
One-on-one and team coaching for CEOs, COOs, and leadership teams focused on decision-making, delegation, ownership, and creating clarity that cascades effectively.
In practice, these elements typically blend together — advisory, maintenance, and coaching — structured around your specific challenges and cadence. For Directors and VPs who need deeper development in leading at scale, OtterBear also runsThe Second Circle Institute, a leadership accelerator and professional network for Directors and VPs making the transition to executive leadership.
How to Begin
Most clients start with the Organizational Clarity Scorecard or schedule an introductory conversation to discuss their specific situation.