The PT Services Group
The PT Services Group is a privately held B2B appointment setting firm founded in 1992 that provides outbound calling, lead qualification, and pipeline management services to financial advisors, insurance professionals, benefits advisors, and managed service providers across the United States.
- Company typePrivate
- Founded1992
- HeadquartersPittsburgh, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What The PT Services Group does
The PT Services Group is a privately held B2B appointment setting firm founded in 1992 and headquartered in Pittsburgh, Pennsylvania. The company provides outbound calling, lead qualification, and pipeline management services on behalf of clients in four verticals: financial advisors and RIAs, insurance professionals, benefits advisors, and managed service providers (MSPs). Its Business Development Representatives conduct cold and warm calling campaigns targeting C-level and senior decision-makers, complemented by sales coaching, list cleaning, CRM management, and — since December 2023 — content marketing under the Studio PT sub-brand. The firm is founder-controlled and bootstrapped, with Co-founder and CEO Harvey Pollack having previously built and sold an early-stage MSP (RedSiren) and served 24 years as a partner at Alpern, Rosenthal & Company.
The company's core technology stack is a proprietary database application and qualifying process used to track leads and vet appointments, supported by integrations with HubSpot, Salesforce, Contact Science, and KEAP for CRM and pipeline management. A partnership with Crystal (Fall 2023) provides personality intelligence profiles for approximately 80% of prospects, while a partnership with AccuPoint Solutions provides access to a 2.56M+ insurance professional database for practice-acquisition prospecting. The firm integrates Dan Hudock of Sandler Training into every engagement via a six-week sales coaching course. PT reports an 85% client-rated appointment qualification rate across conversations set.
Revenue is generated through professional service fees from ongoing multi-year appointment setting campaigns, supplemented by Studio PT content marketing fees. The go-to-market is sales-led: VP of Business Development John Pojeta and Director Pete Taormina drive new client acquisition through direct outreach, referral networks, and channel partnerships (Channel Programs, UBA, NFP, Barracuda MSP). Distribution is US-domestic only. The company has been continuously named one of Pittsburgh's Top Workplaces since 2011, and several client relationships have spanned 20+ years.
The PT Services Group firmographics
Firmographics- Name
- The PT Services Group
- Legal name
- The PT Services Group, Inc.
- Website
- https://theptservicesgroup.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- The PT Services Group is a privately held B2B appointment setting firm founded in 1992 that provides outbound calling, lead qualification, and pipeline management services to financial advisors, insurance professionals, benefits advisors, and managed service providers across the United States.
- Ownership category
- akta.pro rank
The PT Services Group industry classification
Industry- Product category
- B2B Sales Lead Generation
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA)
- akta.pro secondary industry
- B2B Channel Partners & Referral Agencies (Cross-Industry Referral) (FSAEAMAN)
Keywords
Where The PT Services Group is headquartered
LocationHeadquarters
- HQ city
- Pittsburgh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The PT Services Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Appointment Setting Services: The company generates revenue by providing B2B appointment setting programs on behalf of clients in financial services, insurance, and MSP industries. Programs are structured as ongoing campaigns with clients subscribing to services for prospecting and lead generation support.
- Studio PT Content Marketing: A white-label content marketing and LinkedIn management division providing SEO blog posts, white papers, custom videos, email/drip campaigns, and strategic LinkedIn management for clients.
- List Cleaning Services: Cleaning and updating client-provided prospect call lists to ensure accuracy and reduce wasted outreach.
- CRM and Pipeline Management Support: Client success team management of CRM systems (HubSpot, Salesforce, Contact Science, KEAP) and pipeline tracking, typically bundled with traditional calling campaigns at no additional cost.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom B2B appointment setting programs — no public pricing tiers listed |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
The PT Services Group product offering
Product offeringCore offering
The PT Services Group provides trust-based B2B appointment setting lead generation programs on behalf of financial and insurance professionals. The company operates an outbound calling team that cold-calls and warm-calls C-level executives and high-level decision-makers to schedule qualified first and second appointments. Programs are organized into four vertical tracks: Benefits Advisors, Financial Advisors/RIAs, Insurance Professionals, and Managed Service Providers (MSPs).
Product overview
The PT Services Group is a B2B appointment setting company that offers a core service of trust-based appointment setting lead generation programs. The main product portfolio includes B2B Appointment Setting Services with four specialized tracks: Benefits Advisors, Financial Advisors/RIAs, Insurance Professionals, and Managed Service Providers. Supporting the core appointment setting service is Studio PT (a content marketing sub-brand offering SEO blog posts, custom videos, email campaigns, and LinkedIn management), Cold and Warm Calling Services, Sales Coaching with Sandler Training, CRM and Pipeline Management, List Cleaning, and Client Video Training. The company enhances its appointment setting with personality intelligence (Crystal) and integrates with various CRMs (HubSpot, Salesforce, Contact Science, KEAP) and data partners (AccuPoint Solutions).
Differentiator
Problem solved
Functional benefit
Brands
- Studio PT: A content marketing and management initiative for financial services and insurance professionals, providing services including SEO enhanced blog posts, custom videos, email and drip campaigns, and strategic LinkedIn management to grow engagement and reach.
Products and services
- B2B Appointment Setting Services Trust-based appointment setting lead generation programs that open the door to new business for Benefits Advisors, Financial Advisors/RIAs, Insurance Professionals, and Managed Service Providers.
- Benefits Advisors Appointment Setting Appointment setting program for Benefits Advisors focusing on health & welfare sales, 401(K) and Qualified Plans, self-funding, collaboratives, and captives to deliver qualified prospects.
- Financial Advisors/RIAs Appointment Setting Appointment setting program for Financial Advisors and RIAs (Broker Dealer-affiliated, RIA, or Hybrid) specializing in 401(K) & Qualified Plans, Executive Compensation Planning, Business Succession Planning, and Centers of Influence Alliances.
- Insurance Professionals Appointment Setting Appointment setting program for Insurance Professionals covering Commercial Property & Casualty, Surety Bonds, Executive Compensation, and Business Succession Planning.
- Managed Service Providers Appointment Setting Appointment setting program for MSPs to identify highly qualified prospective clients for IT managed services, expand reach into new markets, and support MSP recruiting and acquisitions.
- Studio PT A content marketing and LinkedIn management division providing SEO-enhanced blog posts, white papers, custom videos, email/drip campaigns, and strategic LinkedIn management for clients in financial services and insurance.
Quantifiable outcome
- 85% of appointments set are rated by clients as qualified or highly qualified
- +3 more outcomes
Companies that use The PT Services Group
Customer profileNamed customers11 records
Segments4 records
Ideal customer profiles4 records
The PT Services Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature3 records
The PT Services Group partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered minor and core.
- Channel ProgramsminorFirst-time sponsor of Channel Programs' annual Holidaze event — a 10-day MSP community celebration with giveaways, relationship-building, and networking. PT joined as a sponsor to engage authentically with MSPs, vendors, and service partners in the IT channel.
- Studio PT (Content Marketing Division)coreStudio PT is PT's own content marketing and LinkedIn management division serving clients in financial services and insurance. Provides white-label content including SEO blog posts, white papers, custom videos, email campaigns, and LinkedIn management. Represents an extension of PT's service offering into content marketing.
- AccuPoint SolutionscoreAccuPoint Solutions is partnered with PT to simplify prospect list building for recruiting and acquisitions of advisors or practices. Their database of 2.56 million+ insurance professionals helps identify appropriate targets for growth-through-acquisition programs. The partnership removes a barrier that has kept many advisors from considering practice acquisitions.
- Sandler TrainingcoreDan Hudock of Sandler Training serves as PT's sales coach, developing training that addresses specific challenges clients face in set appointments. All clients complete a six-week Sandler sales course as part of PT's program. Dan is also available on-call for guidance on specific client challenges.
- Barracuda MSPminorPT collaborated with Barracuda MSP on a podcast episode discussing the executive order on cybersecurity relevant to MSPs. Represents a content and thought leadership partnership within the MSP ecosystem.
- UBA (United Benefit Advisors)minorUBA is listed as a partner organization, suggesting a referral or channel relationship in the employee benefits space.
- First Choice / FCA AllianceminorFirst Choice / FCA Alliance listed as a partner organization in the benefits/advisory space.
- AmeritasminorAmeritas (dental and vision insurance provider) listed as a partner organization, suggesting a referral or ecosystem relationship.
- Benefits PartnersminorBenefits Partners listed as a partner organization in the employee benefits ecosystem.
- NFPminorNFP (insurance and benefits broker) listed as a partner organization.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
The PT Services Group competitors and assessment
Company assessmentDirect peers
- Callbox: Callbox is a B2B lead generation and appointment setting agency serving SMB and mid-market clients across multiple verticals. It directly competes with PT on the core outsourced appointment-setting service, similar pricing model, and similar ICP of professional services buyers.
- Belkins: Belkins is a B2B appointment setting and lead generation agency that provides outbound SDR services to SaaS, fintech, and professional services firms. It is directly comparable to PT in delivery model (human-driven outbound calling) and in serving B2B clients that need qualified meetings with senior decision-makers.
- Martal Group: Martal Group is a B2B appointment setting and lead generation agency with a strong focus on SaaS and technology verticals. It offers outsourced SDR and appointment setting services comparable to PT's core offering, including account-based marketing and outbound calling.
- SalesRoads: SalesRoads is a B2B sales outsourcing and appointment setting firm providing SDR-as-a-service to B2B clients. It competes with PT on the same core service of outsourced outbound calling, meeting setting, and lead qualification for professional services buyers.
- CIENCE: CIENCE is a B2B lead generation and appointment setting agency combining human SDRs with its own sales intelligence platform (CIENCE GO Data). It is a direct competitor to PT in outsourced appointment setting and represents the tech-enabled, venture-backed model that pressures traditional calling agencies.
- Outbound Squad: Outbound Squad is a B2B appointment setting and lead generation agency providing outsourced cold calling, email outreach, and meeting setting. It competes with PT in the same outsourced demand-gen category with comparable client profile and delivery model.
- SalesProNow: SalesProNow (formerly known in B2B lead gen space) provides outsourced B2B appointment setting and inside sales services. It is comparable to PT in serving small and mid-sized B2B clients needing a steady pipeline of qualified meetings.
- LeadGenius: LeadGenius provides B2B lead generation, data, and appointment setting services combining human research with automation. It overlaps directly with PT on the appointment-setting and lead qualification services and competes for similar mid-market clients.
- Operatix: Operatix is a B2B sales development agency specializing in outsourced SDR and appointment setting for B2B technology companies. While more tech-vertical focused, it is comparable to PT in core delivery model, ICP, and revenue model (recurring outsourced calling programs).
Broad incumbents
- Outreach: Outreach is a leading sales engagement platform that gives B2B sales teams in-house tools for sequencing, calling, and meeting management. It is not a direct outsourced calling agency but represents the technology alternative to firms like PT, enabling clients to in-source and automate functions PT provides.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The PT Services Group social profiles
Digital presenceThe PT Services Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The PT Services Group leadership team
Management profileNumber of profiles
Profiles12 records
The PT Services Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The PT Services Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The PT Services Group
What does The PT Services Group do?
The PT Services Group provides trust-based B2B appointment setting lead generation programs on behalf of financial and insurance professionals. The company operates an outbound calling team that cold-calls and warm-calls C-level executives and high-level decision-makers to schedule qualified first and second appointments. Programs are organized into four vertical tracks: Benefits Advisors, Financial Advisors/RIAs, Insurance Professionals, and Managed Service Providers (MSPs).
Is The PT Services Group a public or private company?
The PT Services Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The PT Services Group founded?
The PT Services Group was founded in 1992. It employs 51 to 100 people.
Where is The PT Services Group based?
The PT Services Group is headquartered in Pittsburgh, United States, in the North America region.
How does The PT Services Group make money?
Four revenue lines are on record. Appointment Setting Services are the primary driver. The others are studio PT Content Marketing, list Cleaning Services and CRM and Pipeline Management Support.
Who are The PT Services Group's main competitors?
Direct peers on record are Callbox, Belkins, Martal Group, SalesRoads, CIENCE, Outbound Squad, SalesProNow, LeadGenius and Operatix. Outreach is listed as a broad incumbent.
Does The PT Services Group have an API?
No public API is recorded for The PT Services Group.
What industry is The PT Services Group in?
The PT Services Group's product category is B2B Sales Lead Generation. Its primary akta.pro industry code is BPAFAKAA, B2B Demand Generation & Lead Nurture Agencies, with a secondary code of FSAEAMAN, B2B Channel Partners & Referral Agencies (Cross-Industry Referral). Its SIC code is 8742.