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

What Financial Services Can Learn From Disney World

What Financial Services Can Learn From Disney World

I think I’ve had something wrong about sales for a long time. I followed the classic wisdom of playing the numbers when it came to cold leads. If I met…

Yes, the water can be cold. Sometimes, you just have to make yourself jump in.

6 Ways to Capture the Rewards Hiding in the Unknown

Yes, the water can be cold. Sometimes, you just have to make yourself jump in. The film Zero Dark Thirty recounts a semi-fictionalized version of the hunt for Osama Bin…

4 Ways to Escape the New Business Turtle Position

4 Ways to escape the new business turtle position

Most MSP business owners desire growth. They want to bring in more MSP new business. They want new sources of referrals. They want to have a bigger impact and reach…

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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