B2B Appointment Setting Since 1992

The PT Services Group gets it!  They worked with us to define our key markets then generated a new business development strategy to ensure the results we needed. After just one year of service, new commercial applications are up 37% and new commercial Direct Written Premium is up 25%!  We are looking forward to continued success partnering with our amazing team at The PT Services Group.

Deborah W

PT Client since 2014

Summerfield, NC

I  have found The PT Services to be the best use of my marketing dollars. While my primary source of new relationships comes from unsolicited referrals, I would have to say that introductions made by the team at The PT Services Group run a close second. We all know there are only so many hours in a day and I have found that leveraging my time through The PT Services Group has proved more effective than seminars, direct mail or other techniques. I wouldn’t  rely on anyone else to consistently get us in front of the people who can benefit the most from our services.

Stephen B

PT Client since 1995

Weston, MA (Boston)

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

I just returned from an appointment set by The PT Services Group – another good appointment I should add. I decided to take a look at what The PT Services Group has meant to my practice, not only over the past year, but over the entire time our firms have worked together. Here’s what I found: – The PT Services Group is directly responsible for over 40% of my agency’s $5 million book of business. Of the 88 appointments that I have met with, I rated 77 (86%) as either highly qualified or qualified. As you can see, The PT Services Group has indeed had a very significant impact on my firm, and for that I sincerely thank you.

Tom S

PT Client since 2003

Greenwood Village, CO (Denver)

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)