Direct Sales


Online tools and sales materials for increasing growth and sales

The success of any direct sales strategy depends on a perfect organizational trifecta: (a) attract new prospects, (b) provide good tools to empower them, and (c) share in the success of a growing organization. To help your direct sales organization achieve this trifecta, Triad offers tools to empower your teams, build recruitment and sales momentum, and build your brand.

Our strategic mix of tactics – digital tools, key messaging, growth targeting, and more – is all designed to attract prospects, close business, and engage your teams more effectively. By designing the right materials, zeroed-in on your organizational needs, our team helps boost your direct sales efforts.

We look forward to learning about your challenges and sharing ways we can help.

Call Cheryl Roberts at 469.484.6826.


For more than 25 years, Triad B2B Agency has been equipping sales and marketing teams with tools to make their efforts more successful. We employ the most powerful digital sales and marketing tools in the industry, with an engaged approach that unlocks team-based strategic and creative expertise.  

Let us help you meet your sales growth goals.

Where is the 3PL market taking you?  Are you expanding your efforts to reach more prospects now, as companies evaluate cost management strategies that include outsourcing more of their their shipping, warehousing, and distribution operations?

Triad B2B Agency has deep experience in the 3PL market, creating programs to increase visibility, engagement and lead generation for parcel, LTL, and freight audit payment services.

In short, we can create a roadmap to market your 3PL services, helping to build your brand, generate leads, and turn prospects into clients.

Find out how Triad’s know-how can help you reach the right decision makers with integrated digital campaigns that generate more leads and exposure.

Where can we help you take your 3PL business?

25 ways Triad can help solve B2B marketing challenges

25 Ways Triad B2B Agency Helps Your Marketing Do More

In honor of our 25th year, Triad presents a list of 25 ways we can help your marketing do more.

Any other ideas? Let’s discuss!

#1 Develop Your Marketing Plan

The Triad marketing team helps develop strategies, define tactics, outline scope, establish budgets and make a plan, so your program can stay on-target, on-time and on-budget all year.

#2 Invigorate Your Brand


As B2B specialists and branding consultants, we’ll help keep your brand fresh and relevant, finding the right touchpoints between your brand and your customers.

#3 Perfect Your Messaging

We develop and refine key messaging for all your products and services, aligning their performance with your prospects’ needs.

#4 Reach Your Audience

With insights from your marketing and sales teams, we’ll research your markets and uncover the best ways to reach your audience.

#5 Extend Your Sales Presence

From broad tactics designed to build pre-engagement, to sales tools that sell in your absence, we help extend the reach of your sales team.

#6 Build Your Website


We’ll suggest improvements to your current site, or break ground with a new site, using best messaging and design practices for a great user experience.

#7 Increase Web Traffic

We have ways to grow website traffic through search engine optimization, high value content offers, pay-per-click advertising and social engagement.

#8 Energize Your Product Launch

We’ll help get the word out on new products and services, generating interest that helps translate into sales opportunities.

#9 Master Your Social Media


Our digital team can help you plan a social media and content strategy that keeps followers informed and engaged with your brand.

#10 Enhance Your Video Marketing Efforts

We’ll help develop a library of videos for your B2B audiences, including scripting, producing, shooting, editing, formatting and distribution.

#11 Manage Monthly Digital Campaigns

Our digital team will execute monthly digital campaigns designed to generate awareness and leads for your company, products and services.

#12 Create Buzz with PR

To highlight important company news and products, we draft feature articles, press releases, product releases and more, targeting key industry trade publications and digital media.

#13 Build Intelligent Infographics

We’re 99% likely to come up with an infographic that more than 75% of your audience will find compelling, leading to 3X more likes and shares.

#14 Track Your Results


We employ digital tools to gauge the impact of each ad, email, blog and social media post, gaining insights for continuous improvement of your market outreach.

#15 Manage Your Marketing Databases

We can mine and maintain multiple databases to support your email, direct mail, prospecting, and PR efforts.

#16 Design Your Literature

Our creative team brings product, sales and technical literature to life, informing readers and addressing their decision points.

#17 Integrate Your Communication Strategy

Are all the pieces of your marketing effort working together? Are your external and internal communications aligned? Let’s make it so.

#18 Stand out from Your Competition


What makes you different? How are you better? We uncover these answers and develop strategies to help you stand out in your space.

#19 Elevate Your Blogs

It’s asking a lot, but can your blogs be entertaining, informative, and strategic, all at the same time? Yes, they can. We can help.

#20 Develop Your Content

We are specialists in B2B content development for all media, from whitepapers and gated content, to infographics, articles, e-books, how-to guides, executive briefs, and more.

#21 Create a Digital Strategy


Our digital team focuses time and resources on strategies that deliver a positive, measurable return.

#22 Develop Your Next Integrated Campaign

Making all the pieces of your marketing effort work together is what we do best.

#23 Generate Leads

If lead generation is a marketing imperative, we’ll prioritize it through innovative call-to-action tools, lead capture strategies, and other tactics.

#24 Plan Your Media

We handle every phase of media planning, rate negotiation, and ad placement, so you can focus on advancing your marketing vision.

#25 Grow Market Share and Sales

It all adds up to helping you increase your market share and sales – the ultimate goal!

What B2B marketing challenges can we help you solve? To talk it over, call Tom Prikryl at 469-484-6827.


7 Ways You Can Make Your Agency Better

An agency can work to make itself good. But clients make an agency great. Help us be great and provide you the best work possible. Here are 7 ways you can make your agency better.

1. Realize Your Agency Is a Partner, Not Just Another Vendor

Agencies don’t pump out ads and brochures like mass-produced sprockets. We’re problem solvers. Agency teams are trained to marry creative solutions to strategic problems. We can do so much more for you. Spend the time to cultivate a relationship with your agency and take advantage of our innovative thinking.

2. Quickly Get the Paperwork and Formalities out of the Way

Getting a joint Non-Disclosure Agreement in place is a first order of business. It gives you the confidence to freely discuss your organization and share sensitive information. The client and agency both benefit when we can quickly get to the specifics of the situation and avoid speaking in vague generalities. Initial meetings should be followed up with a Request for Proposal to quickly get the agency engaged on your behalf.

3. Make Sure Your Agency Sees the Big Picture

Once you have an NDA in place, brief the agency on your business. Get us up to speed on your market position and SWOT analysis. The faster and better we understand where your business is coming from and where it’s going, the better our work will be.

4. Teach Us the Details

As an agency we live and die by the quality of input we receive from you. Detailed input keeps our work on target and meeting your expectations. We try to ask all the right questions, but we can’t approach your level of knowledge when it comes to your business and industry.

5. Set Your Creative Expectations

Not every client and project need a full rebranding. You can help us by setting your creative expectations up front. We want to be on the same page as you when it comes to creative direction. If you’re not sure if a new look and feel is in order, just ask. Show us your guidelines and ask for a brand assessment.

6. Plug into the Power of Why

Why is one of the most useful things you can learn when looking at creative work. Every element in a layout is a result of thoughtful placement. You can phrase any design change as a why statement. Ask why we made such a choice. Or, explain why a suggested change would be beneficial to the overall design. Understanding why helps the creative team gain understanding and how to create better solutions moving forward.

7. Plan for Greatness

The Sistine Chapel’s ceiling took Michelangelo four years to complete. Great work requires time. Working with your agency to develop an overall marketing plan and schedule gets everyone onboard. Last minute projects are unavoidable, but you get the best work from your agency when you give them clear direction and plenty of lead time.

If your organization is ready for great marketing contact Triad.


Triad Clients Earn Industry Honors

Working with amazing clients is its own reward, but recently Triad nominated some of its clients for highly coveted industry honors.

In June, Triad nominated three senior executives of Ulterra (the leading drill bit manufacturer in the U.S., and one of the fastest growing drill bit companies in the world), for Petroleum Economist magazine’s annual awards, among the most prestigious in the oil and gas industry.

These included Ulterra’s CEO, John Clunan, as “CEO of the Year;” Marketing Director, Aron Deen, as “Energy Executive of the Year,” and Innovation Director Chris Casad as “Future Leader.”

The winners were announced in a black-tie gala ceremony in London on November 27:

John Clunan – CEO of the Year Runner-up

Aaron Deen – Energy Executive of the Year Winner

Chris Casad – Future Leader Runner-up

All three clients were in attendance in London, England, to personally receive their recognitions.

Separately, Triad had the honor of preparing nomination materials for Ulterra’s Chief Financial Officer, Maria Mejia, for Oil & Gas Investor Magazine’s prestigious “25 Influential Women In Energy” honors.  In November, Oil & Gas Investor announced Maria as a 2019 honoree. She will be recognized for the honor during an awards luncheon in Houston in March of 2019.

Award-winning work for award-winning clients — it doesn’t get much better than that!  Triad is honored to work with such outstanding clients, and proud to be part of them receiving the industry recognition they deserve.


“You Don’t Meet Many Dumb People in Advertising,” and Other Advertising Lessons

I got my first job in advertising as the result of a college paper I’d written. It was about a scene from Shakespeare’s “Henry IV Part 1,” where Falstaff — not scared to be a coward — is questioning the whole concept of “honor.” I was there, interviewing for a job any young writer would die for, with no experience, no advertising credits in college, and no advertising portfolio.

Little did I know, I was talking with a local legend in Dallas advertising: the late, great Les Gibson. I would come to have a lot of good stories about him in later years.

“It’s good writing,” he said, when he finished reading my paper. “But what do you know about advertising?” Part of me felt frozen. Was this my Falstaff moment? Should I stay and fight? Fold up and disappear? Or try to talk my way through it?

“I’ve never had the chance to write an ad, but I’m willing to learn,” I found myself saying, not sure what he would make of the answer. But a thought seemed to cross his mind, he got up from his desk, told me to hang on, and disappeared down the hall. A few minutes later, he returned with various objects and papers in hand – a bar-code reader, some pictures of software screens, and a painted porcelain eagle.

“Three spec projects, if you want to take a shot,” he said, laying the items on top of his cluttered desk. “The bar code reader reads bar codes, and this model is the newest and smallest one. The software needs a name and an ad written. The eagle is for an ad in The Reader’s Digest. Call me next week and show me what you’ve got.”

I left the interview feeling equal parts excitement and fear about the speculative “test” work I had just been given. I wasn’t really sure where to start! So, I did the only thing I knew to do at the time: I looked for answers in books. I bought a hardbound classic called Ogilvy on Advertising at the local bookstore that afternoon, and read it cover to cover, including captions, that evening. It was a joy to read, and it told me everything I needed to know that day.

I called Les the next morning to say I had the ads ready

He told me to come in. “Let’s see what you got.”

Introducing the best little bar code reader you can get your hands on.
Give yourself a hand around the office with 9.2.5 software.
This timeless masterpiece is yours forever … in four easy payments of just $69.95.

Les smiled when he saw the first headline, then took a red pen to my copy. “You’re missing something, here,” he said. “Something important. If you want to write copy, it’s one thing you can never forget.”
Then he said something else unforgettable: “I’m rolling the dice here, but I’m willing to take a chance on you.”

Here are some advertising lessons I learned that day

  1. Don’t let a lack of experience stop you from pursuing your goals. If you think you can do it, you probably can.
  2. You can learn what you need to know quickly, if you look in the right places.
  3. Work is always best when it’s fun, so make it that way.
  4. Seize opportunities, they are important.
  5. Show your enthusiasm. It’s the only way others will see it.
  6. Put time on your side; you might need it later.
  7. Let people know your interest – that’s the first step in collaboration.
  8. Apart from headlines, photo captions are the most-read part of an ad.
  9. Give young people a chance. There’s a first time for everything and everybody.
  10. Remember those who took a chance on you.
  11. Always include a call to action in your copy.

– Tony Ammerman, Sr. Creative Contact

About Tony

This Is It Banner Austin Chalk

This Is It

By Brett Aitken

Excerpted from the August 2018 issue of American Consequences.

Download World Oil Breakfast 2019 Infographic

On the Ground With Cactus

I now know what the “Fifth Avenue of Oil” looks like.

A few weeks ago, I spent some time traveling around Texas with my good friend Cactus Schroeder. Cactus has been drilling oil for more than 30 years and is the president of Chisholm Exploration, an oil and gas development and exploration company. He knows everyone in the industry, and they all call him for advice. As we drove around Texas oilfields that week, he took a call from a Houston Chronicle reporter asking Cactus’ outlook on the oil sector, OPEC, and where prices are heading. Others called wanting advice on land or leases.

From the cab of Cactus’ truck, I could see oil rigs dotting the landscape. Huge tanks lay nearby with pipelines gathered around. A vibrant flare burned high above them.

As we passed one site on the left, we would see another off to the right. And more lay on the horizon.

The longer we drove, the faster the drill sites came. We went from seeing a drill site every few miles… to seeing several in as many minutes. “In the past 30 minutes, we have probably driven over 100 million barrels of oil,” Cactus said at one point.

“In the past 30 minutes, we have probably driven over 100 million barrels of oil.”

I didn’t doubt it. This was the Eagle Ford Shale. At 400 miles long and 50 miles wide, it is one of America’s largest shale-rock oilfields. Discovered in 2008, it spreads over roughly 30 Texas counties. And it’s oily. A recent study by the U.S. Geological Survey estimates the Eagle Ford has 8.5 billion barrels of oil in reserves.

Eagle Ford (along with the Permian Basin in West Texas) played a major role in the American oil renaissance that has gone on for the past 10 years.

The Permian in West Texas is America’s largest oil play and produces more than 3.5 million barrels per day (bpd). And it’s growing… Reports indicate it will hit more than 4 million bpd by 2023. Our bet is sooner.

The Ghawar of Saudi Arabia is the biggest oil field, producing 5.8 million bpd. With around 85,000 square miles of quality light crude that’s cheap to extract, the Permian is within reach of becoming the world’s largest oil play.

As we approached the town of Kenedy, Cactus mentioned that just a few years ago this tiny place had little more than a post office and gas station. Today, car dealerships, retailers, and fast-food chains flank the streets. An oil fest is going on in Kenedy. Everyone is busy. Big, brand-new cars roam the streets. Shops and restaurants are full.

We stopped for lunch at a roadhouse called Jerry B’s on the outskirts of the city. Right at noon, the parking lot was filling up. We grabbed one of the few tables available.

As we chatted, I told Cactus, “The past two hours was like a shopping spree for oil… And we had just strolled down the equivalent of Fifth Avenue.” The only difference is that in Oil Country, world-class petroleum companies control the streets instead of high-end jewelry and fashion stores.

“That’s Texas,” he replied with a grin.

Cactus had plenty of oil stories to share with me that week. But this particular day, he seemed more excited than usual. Before the trip, he told me how he was hearing more and more about a new field… And he explained it’s not so much new as forgotten.

It’s called the Austin Chalk.

Given the recent activity there by large operators – like EOG Resources and multinational ConocoPhillips – expect to hear a lot more about this play in the coming months and years.

The remarkable thing about the Austin Chalk is it has been hiding in plain sight. The rock formation lies atop the Eagle Ford. Most of the drilling we saw on our drive was likely tapping the Eagle Ford shale below. But the dynamic is shifting, and drillers are about to attack the Austin Chalk in earnest.

Reports suggest the Austin Chalk holds about 4 billion barrels of recoverable crude and about 16 trillion cubic feet of gas. But it will likely be a lot more than that… It almost always is.

That’s why I was in Texas. Cactus identified the opportunity in the Eagle Ford play back in 2010 – before any serious production began. Back then, the region produced around 50,000 bpd. He said it was so large it could become one of the largest oilfields in the history of the United States. And he was right.

He knew because he owned acreage there. The big firms were drilling all around him. Today, the Eagle Ford produces more than 1.4 million barrels per day and climbing.

So when Cactus called to tell me about new activity in this forgotten oil play, it caught my attention.

The Industry Is Suddenly Focused on the Austin Chalk

If you’re thinking to yourself, “Why now?” then you’re asking the right question.

If we’re 10 years into the American oil renaissance… and we knew about the Austin Chalk for decades before that… and we’ve had to drill through it to get to all the oil in the Eagle Ford Shale… then why are we only getting around to the Austin Chalk now?

It’s true. Since the 1990s, the Austin Chalk has remained mostly untouched. Since the shale boom began in the mid-2000s, oil drillers have gone after the easiest oil to tap. The Permian Basin and Eagle Ford hold some of the best oil in the country. And those rocks were the most likely to give up their oil with new technologies, like directional drilling and hydraulic fracturing (“fracking”).

Given the history and complexities of the Austin Chalk, there were easier and cheaper places to extract good-quality oil. But now that’s changed. And it’s because of the success at Eagle Ford which lays right beneath it.

You see, transportation matters, too. Producers must be able to get their oil to market cheaply. Eagle Ford and Permian lie in historic regions and close by all the critical refining areas.

With production up more than 75% in the Permian over the past two years, some producers are having issues getting their oil to market. At about 3.5 million barrels per day and climbing, pipeline capacity is full. But we saw companies laying plenty of pipelines during our travels through the Midlands. It may be another 12 to 18 months, but the much-needed infrastructure is on the way.

As with the Eagle Ford, the Austin Chalk is near the Gulf Coast. Corpus Christi is a jungle of pipelines, storage tanks, and refineries. Plus, it has a huge port to handle exports. There is no place where it’s easier for producers to get their oil to market.

Companies with exposure to some of the best oil fields in America – like the Permian, the Eagle Ford, and the Austin Chalk – will profit.

The Austin Chalk layer sits atop the Eagle Ford and runs from Mexico up along the Gulf Coast into Louisiana.


The U.S. Energy Information Administration recently reported that as of January 2016, the Austin Chalk has about 4 billion barrels of technically recoverable oil. Time will tell. But it’s a safe bet that the actual number is much higher.

Government agencies have a history of underestimating the amount of reserves that lay beneath our feet in the U.S. For example, they originally said the Eagle Ford had 4 billion barrels. After a decade of drilling, the U.S. Geological Survey reported this year the area has 8.5 billion barrels. By some estimates, we have already extracted close to 3 billion barrels over the past decade. Yet remarkably, the amount of reserves has increased.

So-called experts always underestimate human ingenuity. Technology constantly improves. And we can find new ways to extract more oil from more difficult reservoirs every day. Our bet is these experts have underestimated the potential at Austin Chalk as well. And by a wide margin.

The biggest challenge facing the Austin Chalk is that it’s a more complex and less permeable rock formation than the Eagle Ford. Research firm Wood Mackenzie estimates the Austin Chalk is roughly five times less permeable than Eagle Ford, which drives up drilling costs.

They estimate that the average well cost in the Austin Chalk acreage in Louisiana comes in at around $10 million. That’s more than double the cost of some Eagle Ford locations.

As we headed away from Kenedy, Cactus got his friend and former business partner, Dale, on the phone. Dale is in touch with operators on the ground in the Austin Chalk. We wanted to hear what he had to say about the Chalk play and how the best oil drilling companies are making it work.

His take: Some of the best operators are already there, some with bigger wells than most everyone else. These wells are going down roughly 12,000 feet, and then more than 9,000 feet horizontal. The normal horizontal well is about half that. That improves the economics right there.

The other thing we noticed in our travels was the number of well pads per site. Today, drillers can optimize their drilling by placing several well pads that enable them to slide the rig across, up, or down the play to maximize returns.

The average 30-day production rate for one of America’s leading producer in the Austin Chalk is around 3,275 BOE per day so far. And it is on target to complete more than 20 wells this year. Because of its exposure to Eagle Ford, its infrastructure is already in place to drill into the Austin Chalk. It’s right in its sweet spot.

Plus it has access to Gulf Coast pricing. And exports are starting to soar…


Since 2008, U.S. oil output has more than doubled – to around 11 million barrels per day – reversing four decades of production declines in just 10 years. We have gone from customer to competitor. Earlier this year, we passed Saudi Arabia’s daily oil production.

Saudi Arabia was the marginal producer for 50 years. It was the largest producer with the largest amount of spare capacity. It will continue as a top producer on a global scale.

But today, the U.S. is the marginal producer.

U.S. oil (as measured by the West Texas Intermediate crude benchmark) trades at a discount to global oil (measured by the price of Brent crude). That means our oil and gas production costs will set the price of oil globally into the future.

Going forward, regardless of whether OPEC tries to keep prices up or down, U.S. production growth will continue. And companies with exposure to some of the best oil fields in America – like the Permian, the Eagle Ford, and the Austin Chalk – will profit.

Over the past 25 years, Brett Aitken has worked with blue-chip companies and high-level business executives across Australia, Europe, and the U.S.

An expert at analyzing global businesses, Brett is currently the senior analyst for Stansberry’s Investment Advisory, and a managing director of Stansberry Research, where he oversees the editorial team and various publications.