Our Clients

Building bridges between clients and customers 

Paragon Planners specializes in territory management concentrating on scheduling, marketing, administrative support, event planning and execution. Build stronger relationships with your clients by adding one more point of contact and personality to your team.

  • More appointments with the right people means more relationships with the right people
  • More relationships with the right people means more business
  • More time available for planning, follow up and relationship building means peace of mind

Client Testimonials

Brandon Pacheco, Regional Vice President

“Wholesaling is a demanding job that requires operating your territory in the most efficient and effective manner. More important, it is imperative that we stay in front of our producers and prospects as much as possible. Finding great team members that can take some of the demands off our shoulders is critical to our success.

I have worked with Paragon Planners over the years. One of the most important characteristics that I have come to appreciate while working with Paragon Planners is they have worked extremely hard in introducing me to the best schedulers based on my needs, demands, expectations and not to mention personalities characteristics. Lets face it, scheduling can be extremely challenging in the competitive business of wholesaling. Working with the right scheduler is imperative to reach our goals and take our business to the next level. Paragon Planners and their team of schedulers have become an integral part of my business as well as many of my peers and colleagues over the years. I would recommend their services to any wholesaler who is serious about taking their business to the next level.”

Alex McGillivary, Assistant Vice President

“Michelle’s skills go far beyond her willingness and ability to merely pound the phones hard and crank out as many dials as possible. She always knows who she is going to be calling every day, the times we have holes, and the locations. The Midwest can be difficult at times due to long drives between appointments. I am amazed at her accuracy in scheduling appointments and the precision of the drive times. Michelle has always been patiently and politely persistent with me to make sure she gets the information she needs to do her job well. I think we would all agree that communication is a prerequisite to success at what we do, she has it down!”

Brett Cohen, Director

“I have been working with Paragon Planners for several years now and they have been invaluable to the growth of my territory.  They take the time to train their schedulers on the industry which I have found is critical to meeting the long term goals and objectives of our team.  Their schedulers understand how to both effectively run a rotation and also secure quality meetings.  And most important, they are flexible and listen to my needs – not just running with who’s easy to schedule, but instead with the people I determine will be the most beneficial to the growth of my business.  It’s been great having a Paragon scheduler as part of my team.”

Steve Shore, Regional Vice President

“I have worked with Paragon Planners and Cheryl and consider her to be one of the finest individuals in the field. She is committed to excellence and is always the consummate professional. Her exceptional work ethic and people skills have definitely been a tremendous asset to my career.”

Paul Nicely, Regional Sales Representative

“Paragon planners has been a tremendous success in my business over the past four years. As my business has grown and the list of demands increased I realized I needed to get back some time and be more efficient if I wanted to take my business to the next level. We decided to off load most of the scheduling to Paragon planners. With a little work up front and a territory analysis we came up with a game plan for my scheduler. She is in charge of keeping me in front of my best clients through a multi-state territory. She now schedules about eighty percent of my meetings. She does it with grace and professionalism. This has allowed me to spend more time doing what I do best, meeting and talking with the right people. Since we made the move to hire Paragon Planners for my scheduling needs our business continues to grow and run more efficiently. That make me and my clients very happy.”

John L. Phillips, Senior Vice President

“I have worked with Paragon Planners since their inception, and I can say without hesitation that the impact they have had on my business has been remarkable. Without fail, my calendar is filled with meetings with the right people, and I am never taken by surprise.  I look at Paragon as a trusted business partner that has virtually eliminated the stress that goes with trying to fill a solid week of appointments and has dramatically increased both my capacity and efficiency. They are professionals in the truest sense of the term.”

Jim Paxton, Regional Sales Director

“Using Paragon’s scheduling services has made me way more efficient! Sharon consistently fills my calendar, allowing me to maximize my time in the field cultivating stronger relationships with my FAs!”

Florrie Willis, Divisional Sales Manager

By far the best scheduling service that I have worked with. Their Territory Analysis helped set a foundation for success. My scheduler, Kristal, was successful in filling my calendar with great feedback from my clients. I highly recommend Paragon Planners.

Want to work with us?

Drop us a note, and let’s discuss how Paragon Planners can help your business succeed!

How to Reach Us

We would love to hear from you!

West Linn, OR

(877) 635-6049

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