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

B2B Marketing Sucks 3 Tips to Succeed PT Services Group

Marketing Sucks, But… Here Are Three Ways To Get Uncomfortable In Order To Succeed

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…

Prospecting Separating the Wheat from the Chaff PTServices

B2B Prospecting Webinar: Separating the Wheat from the Chaff

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…

Chess Image

Turning Hope into a Strategy for Success

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…


Sales and Growth Insights: Review and drive the latest best practices.

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White Papers

Exclusive breakdowns of our observations from the frontlines of prospecting.

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Client Center

Client-only training on sales, growth techniques, and B2B webinars.

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