Appointment Setting Revives a Pipeline

Filed in Client Testimonials by on March 3, 2013 0 Comments

In 2007, Steve hit a wall. His referral pipeline went dry, and his growth plateaued—a common problem in a market as competitive as Property & Casualty Insurance.

After attempting to jumpstart his pipeline, something he hadn’t had to do since entering the business in 1997, Steve decided to enlist the help of expert new business development professionals: The PT Services Group.

“Since then, [The PT Services Group] has been consistently filling my calendar with potential prospects,” Steve said. “This has allowed me to meet new faces and develop a sales pipeline and a referral base from that pipeline.”

In just six months, Steve broke even on his investment in The PT Services Group and began to see a return, both from new sales and from referrals from previous sales. Some six years later, after meeting with over 300 prospects, Steve now considers The PT Services Group a partner in his business.

“I no longer use the majority of my time finding where new business is coming from because [The PT Services Group] sets the table month in and out!” Steve said.

In fact, Steve’s table has been so full that other members of his firm have noticed, including the owner. The owner, impressed by Steve’s results, set up an appointment setting program with The PT Services Group as well. Because of their exclusivity guarantee, the owner and Steve never had to worry about meeting with the same prospect. They each had a completely unique pool of potential new clients, every month.

Steve continues to use appointment setting to grow his business, working with the PT Services Group month after month to open new doors to new business.

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About the Author ()

John is the VP of Business Development at The PT Services Group. He researches new types of business and manages and initiates strategic, corporate-level relationships to expand exposure for The PT Services Group. John came to The PT Services Group in 2011. Before that, he owned and operated an Ameriprise Financial Services franchise for 16 years.

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