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

Snail The Value of Prospects Who Don’t Close

The Value of Prospects Who Don’t Close

Sometimes, the best prospects are the ones who, originally, got away. The combination of a traditional sales mindset and industry developments—such as the rise of aggregators—can mean that advisors overlook…

Boat Addressing unspoken obstacles in sales

Addressing Unspoken Obstacles in Sales

After several years of meeting with MSP prospects, you will have likely begun to get a sixth sense for elements of the conversation that are left unsaid but are influencing…

Growth_ World-Class Preparation Checklist

World Class Growth Checklist

Potential customers care about one thing: Will your solutions make them more money? You’d better have that answer down pat before walking in. In virtually every professional arena, preparation is…

Insights

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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