B2B Appointment Setting
Imagine what having 3-4 good conversations a month with new, highly-qualified prospects could do to grow your business.
Most people are good at finding new business through traditional methods such as referrals and center of influence introductions. If you are interested in attracting new lifeblood to your business, new introductions are needed to supplement your current methods.
PT is here to help.
The PT Services Group is a client success organization. Providing appointments that you feel good about is not enough. We specialize in helping our clients tell their own story, with their own tone and culture. We share best practices, we collaborate with a sales coach to prepare you for the appointments being set, and we participate in quarterly sales management conversations to ensure that together we are defining and meeting your requirements for success.
Though the future may be unclear for the ACA and the healthcare industry as a whole, the demand for insurance professionals who can address the needs of a business today and tomorrow has created a unique springboard for growth potential.
Our financial advisor clients tend to specialize in qualified plans, executive compensation, or business succession, but they look beyond their niche to the bigger picture and use one specialty to crack the door to a variety of new business opportunities.
We recognize that you may offer a variety of specialties—executive compensation, life insurance, business succession, property and casualty coverage—so we design our programs to highlight your unique expertise.
Managed Services Providers
The ultra-competitive nature of the MSP space means that most high-value clients already have an MSP solution. These lucrative prospects are unlikely to enter your sales funnel through traditional channels, but we can reach them for you.
8 Questions That Lead to Sales
In our latest White Paper, “8 Questions That Lead to Sales,” The PT Services Group provides guidance on how asking questions that you help you and your prospects get to know each other better, can lead to better sales opportunities.
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