B2B Appointment Setting Since 1992

We have worked closely with The PT Services Group since 2007, and the results have been impressive.  Activity is the key to most sales organizations growing, and The PT Services Group is an integral part of our prospect activity each month.  Their system delivers results, and their people are easy to work with and flexible.  I look forward to many more years with PT and to seeing where our partnership takes us in the future!

Matt M

PT Client since 2007

Fort Worth, TX

PT has been great at providing consistent activity with qualified business owners who are open to a conversation about business succession planning.  My ongoing campaign with PT is a good complement to my other sources of prospects, such as referrals, in building a healthy pipeline of new business opportunities.  Their professionalism and genuineness make for a solid partnership.

Larry R

PT Client since 2012

New Albany, IN

One of the biggest concerns I had when I hired The PT Services Group was perception from prospective clients when they get a call. If the first impression isn’t good, the chances for success are low indeed. I am pleased to report that I have had numerous comments from prospective clients about the person who called them and how professional they were. They’ve commented about how many times they get contacted on a daily basis by others seeking their time but somehow they felt the call from our firm (The PT Services Group) was different. That’s why I have continued working with The PT Services Group.

Boyce L

PT Client since 2005

Draper, UT (Salt Lake City)

I’ve been in the insurance and financial services arena for 30 years and have never partnered before with a company that has made such an impact on my business. The PT Services Group confirms and qualifies my appointments, which allows me time to focus on my clients and their goals. This in turn has a direct effect on selling and making money. The PT Services Group has become my number one source of new clients.

Tim A

PT Client since 2005

Lafayette, LA

I have been in the financial and 401(k)/retirement business for over 25 years and it is extremely difficult to find time to prospect for qualified business appointments.   The PT Services Group has consistently provided qualified business appointments month in and month out.  PT Services is different from their competitors.  Their associates are well educated about the products I am presenting which leads to highly productive meetings.  I have had several new prospects tell me personally that they scheduled an appointment with me because of the nice and friendly mannerism of the PT Services personnel.  I credit PT with helping me get new business in the door and am extremely grateful for this new approach to business.

Robert L

PT Client since 2009

Camp Hill, PA