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 Sales Insights From the World of Chess

From the outside, the mind of a grandmaster chess champion can seem superhuman. Playing against a seasoned chess player can feel like playing against a mind-reader. Your opponent across the…

When Being an Elite Advisor Works Against You

Self-confidence can help. It can also hurt. How do prospects know that you are one of the top advisors in their region? Football analysts often talk about a quarterback’s vision,…

Talent temptation hurting your sales pipeline

Is Talent Temptation Hurting Your Sales Pipeline?

When it comes to growing a business, talent can be both a blessing and a curse. That might sound like a strange idea at first, but having natural talents can…

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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