Client Testimonials

From our clients: The PT Services Group has become our primary source of new business appointments and we rarely need to schedule our own appointments. More…

A 24-Year Veteran Almost Gives-Up on Appointment Setting

Filed in Client Testimonials by on March 6, 2013 0 Comments
A 24-Year Veteran Almost Gives-Up on Appointment Setting

With a schedule packed with existing clients, Chase—a health and welfare specialist—had little time to devote to prospecting, but he knew that he needed new clients to grow his business. To make the most of his time, he began using appointment setting and lead generation service. Frustratingly, he found that the prospects had been oversold […]

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Employee Benefits Consultant Struggles to Grow Business

Filed in Client Testimonials by on March 3, 2013 1 Comment
Employee Benefits Consultant Struggles to Grow Business

Justin, like most successful employee benefits consultants, encountered a frustrating business challenge about seven years ago: his client list had grown so large that he had little time to prospect. Any time that he dedicated to generating new business detracted from his ability to manage his existing business. His success locked him in and stalled […]

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Data Collection Wins Insurance Marketing Director Promotion

Filed in Client Testimonials by on March 3, 2013 0 Comments
Data Collection Wins Insurance Marketing Director Promotion

Darryl was a Marketing Director for a major insurance provider. His division focused primarily on selling insurance plans to businesses and relied more and more on data gathering and database optimization to identify potential sales leads. Darryl was doing well. He met his sales goals and kept his region in the green. Darryl, however, wanted […]

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A 43-Year Veteran Discovers New Opportunities

Filed in Client Testimonials by on March 3, 2013 0 Comments
A 43-Year Veteran Discovers New Opportunities

Dan has been in business for 43 years. As of February 2013, he has used appointment setting from The PT Services Group for two and a half years. “I really thought I’d seen it all,” Dan said. “But no, now we have a new issue. How the heck do we juggle these prospects?” Dan’s reasons […]

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Qualified Plan Call Helps VP Expand Business Nationally

Filed in Client Testimonials by on February 24, 2013 0 Comments
Qualified Plan Call Helps VP Expand Business Nationally

As vice president of a successful Wexford, Pa., business firm, Kevin stood out as a key leader in his field. With 20 years of experience and a mantle of successes already earned, Kevin had developed a sense for identifying opportunity. Kevin learned about The PT Services Group through one of his agents who already used […]

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