Health and WelfareAppointment setting - Tap a new pipeline of prospects

Appointment Setting Health and Welfare

Health and Welfare for any company is a process, not an event, but the uncertain future of the Affordable Care Act and the growing number of insurance companies pulling out of ACA programs has made this process much more difficult for HR directors, CFOs, and CEOs in the decisions they make for their businesses.

Generating new business is the key to maintaining and growing your business, but finding qualified prospects is a laborious process that can distract you from more immediate sources of revenue. By incorporating our appointment setting programs into your business model, you can dedicate yourself entirely to serving current clients and meeting with prospective clients. Our current clients report that 85 percent of met appointments are highly qualified or qualified, making The PT Services Group a trusted partner in your success.

Webinars & Videos

The Top 7 Considerations

In this PT exclusive webinar, John talks about the best way to approach an appointment setting program, from your process for determining if it’s a fit for your business all the way through the best practices for integrating an appointment setting program into your sales pipeline.

Client Interview with Erika Bylund

In this preview for a full interview, John sits down with Erika Bylund, co-founder of Point Sur Wealth Management to talk about her past experiences with lead generation and appointment setting services and how those experiences compare with the results she has seen with the PT Services Group.

For the full interview and for other insights into sales and marketing, visit

By Appointment Only with Joe DeMarco

To truly connect with a client or prospect, we often need to dig beneath the surface to find what really matters and what really resonates.

Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline

Learn the secrets to creating explosive growth in your business with a specialized appointment setting program.

Sign up to download your copy now!

B2B Sales Coaching

We provide complementary sales coaching to all PT clients, giving you the tools and support necessary to close these unique opportunities.

Business Intelligence Report

To prepare for your appointment, read the business intelligence report to better understand the prospect and their business.