The PT Difference
Our programs are driven by highly trained, in-house sales associates and a deep understanding of your business and goals. Backed by our award-winning culture, our entire company is built to help you grow and succeed.
Our Services
B2B Appointment Setting
Build a sales pipeline of high‑value prospects and referrals, off-loading the labor‑intensive areas of prospecting so that you can focus on closing new business.
Data Collection
Research a new market, expand the depth of your database, survey your clients. With our industry experience, we uncover insights and engage subjects in meaningful conversations.
PT University
Marketing isn’t a shot in the dark. It’s not a guess or a gut feeling. Successful client acquisition methods are all about discipline, consistency, and coping with ambiguity. I recognize…
When prospecting in the B2B space for new financial and insurance clients it often feels like searching for a needle in a stack of needles. Not only are you looking…
For most of us reading this, we have no real problems. Sure, the washer broke, my kid is having issues, zoom meetings suck. There is always something we can complain…
