B2B Appointment Setting Since 1992

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

The PT Services Group has been a consistently reliable, professional, responsive, and results-driven partner in my marketing efforts… Because of your marketing associates’ efforts, I have sold several sizable cases that I would not have seen without the help of The PT Services Group. The PT Services Group has played an important role in the development of my client base, and my ROI from your services certainly warrant my continued association with your organization.

Rick F

PT Client since 1999

Cleveland, OH

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)

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