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

3 Hidden Reasons Advisors Avoid Marketing

3 Hidden Reasons Advisors Avoid Marketing

Maybe your fears are a sign that something is wrong. Monty Hall, the famous game show host, once said, “I’m an overnight success, but it took twenty years.” From the…

To Close More Sales, Open This Computers

To Close More Sales, Open This

John Pojeta is back with more ideas about how to turn prospects into clients. If I were to ask you if you have an open mind when you enter a…

4 Steps for Unseating a Competing MSP Chess

4 Steps for Unseating a Competing MSP

It’s never easy to win a customer away from a competitor, but there are a few ways to make the sales process of unseating an incumbent more effective. When your…


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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