B2B Appointment Setting Since 1992

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

We were one of the first firms to utilize The PT Services Group’s Qualified plans calling program and we have been using their services as a supplement to our own marketing efforts ever since. They exceeded my expectation in terms of quality of appointments and the size of the prospects that they have been able to get us in front of. They have also played a key role in helping our firm establish business in a new geographic market. PT Marketing can make a real difference in increasing your pipeline.

Kevin B

PT Client since 2008

Pittsburgh, PA

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

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)