# Set2Close Set2Close Reviews (97), Pricing, Services & Verified Ratings - Premier Verified - 5.0 out of 5 average review rating - 27 connections joined Set2Close's Network [Visit Website](https://action.set2close.io/complimentary-revops-strategy-session-hubspot-audit/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) [Get a Custom Proposal](https://clutch.co/profile/set2close) **Your HubSpot & Revenue Operations Growth Partner!** Set2Close, HubSpot’s fastest-growing Elite Partner, excels in HubSpot CRM and Revenue Operations ( **RevOps**) services to boost B2B sales and growth. With over 500 CRM projects and clients, our 5-star rated team delivers tailored solutions for success. **HUBSPOT CRM SERVICES:** As a top _HubSpot Elite Partner_, we specialize in custom HubSpot CRM solutions. Our experts design, implement, and optimize systems to enhance user experience, functionality, and adoption across sales, marketing, and service teams. From setup to refinement, we streamline workflows, improve lead management, and speed up deal closures. With 500+ projects completed, our Agile approach ensures your HubSpot CRM drives measurable results. **REVENUE OPERATIONS (REVOPS) SERVICES:** Our RevOps services align your sales, marketing, and customer success teams for peak performance. We optimize the revenue lifecycle—lead generation to retention—by refining processes and eliminating inefficiencies. Using HubSpot tools and data-driven strategies, we create scalable solutions that maximize profitability and adapt to your goals. **WHY SET 2 CLOSE?** Our 500+ CRM successes prove our expertise in HubSpot and RevOps. As an Elite Partner, we offer unmatched skill and innovation, earning a 5-star rating for client satisfaction. Visit set2close.io to see how we can transform your revenue strategy today. ## Company Information - Minimum project size: $5,000+ - Hourly rate: $200 - $300 - Number of employees: 10 - 49 - 1 Locations: - kamloops, Canada (Headquarters) - Founded in 2021 - 2 languages: English, French ## Services, Focus Areas, Industries, and Clients ### Service Lines - 40% CRM Consulting and SI - 10% Account-Based Marketing - 10% Digital Strategy - 10% Email Marketing - 10% Recruiting - 10% Sales Outsourcing - 10% Staffing ### Focus Areas - CRM Solutions: - 100% HubSpot CRM Consulting & Implementation - Staffing Focus: - 100% Permanent Staffing - CRM Functions: - 70% Sales automation - 30% Marketing automation - Sales Outsourcing: - 35% B2B Lead Generation - 35% B2B Lead Qualification - 30% B2B Appointment Setting ### Industries - 10% Financial services - 20% Manufacturing - 10% Other industries - 25% Information technology - 15% Advertising & marketing - 20% Business services ### Clients - 30% Small Business (<$10M) - 60% Midmarket ($10M - $1B) - 10% Enterprise (>$1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.9 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Set2Close offers competitive pricing with a strong value for cost, delivering tailored services for HubSpot onboarding and CRM optimization. Clients appreciate their flexibility, expertise, and responsiveness, often highlighting the affordability of their services compared to industry standards. **Most Common Project Size**: Less than $10,000 based on 83 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - CRM Consulting and SI: Less than $10,000 based on 74 reviews - Business Consulting: Less than $10,000 based on 17 reviews - Corporate Training & Coaching: Less than $10,000 based on 6 reviews - Digital Strategy: Less than $10,000 based on 6 reviews - Other Digital Marketing: Less than $10,000 based on 5 reviews - Content Marketing: Less than $10,000 based on 3 reviews - Social Media Marketing: Less than $10,000 based on 3 reviews - Marketing Strategy: Less than $10,000 based on 2 reviews - HR Consulting: Less than $10,000 based on 2 reviews - Sales Outsourcing: Less than $10,000 based on 2 reviews - Email Marketing: Less than $10,000 based on 1 review - Low/No Code Development: Less than $10,000 based on 1 review - IT Managed Services: $50,000 to $199,999 based on 1 review - Search Engine Optimization: Less than $10,000 based on 1 review - Call Center Services: $10,000 to $49,000 based on 1 review - Web Development: Less than $10,000 based on 1 review - Custom Software Development: Confidential based on 1 review - ERP Consulting and SI: Confidential based on 1 review - Generative AI: Confidential based on 1 review - Web Design: Confidential based on 1 review ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Set2Close Review Insights Overall Review Rating: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.9 - Willing to Refer: 5.0 ### Top Mentions - Timely (34 mentions) - Knowledgeable (14 mentions) - Flexible (13 mentions) - Communicative (12 mentions) - Helpful (10 mentions) - Professional (8 mentions) - Personable (5 mentions) - Unique expertise (5 mentions) - Well-organized projects (5 mentions) - Easy to work with (4 mentions) - Exceptional results (4 mentions) - Great project management (4 mentions) - Accessible (3 mentions) - Attentive (3 mentions) - Customized support (3 mentions) - Exceeds expectations (3 mentions) - Exceptional performance (3 mentions) - High-quality work (3 mentions) - Patient (3 mentions) - Reasonable pricing (3 mentions) ### Review Highlights **Comprehensive CRM Customization** Clients appreciate Set2Close's expertise in customizing CRM systems to fit their unique business needs. Their ability to tailor solutions and provide ongoing support ensures that clients can effectively manage their sales processes and improve operational efficiency. **Areas for Improvement in Communication** While generally praised for their communication, some clients suggest that Set2Close could enhance their communication by providing more frequent updates and checking in periodically to ensure ongoing client satisfaction. **Responsive and Knowledgeable Team** Set2Close is consistently praised for their responsiveness and depth of knowledge. Clients value their quick responses to inquiries and their ability to provide expert advice and solutions tailored to specific business challenges. **High-Quality Training and Resources** Set2Close provides high-quality training and resources that clients find invaluable. Their structured approach to training ensures clients gain a thorough understanding of tools like HubSpot, enabling effective implementation and usage. **Innovative Use of Technology** Set2Close is recognized for their innovative use of technology, such as their Sidekick tool, which enhances the user experience and provides additional value to clients. Their ability to integrate technology effectively into projects is a standout feature. **Limited Affordability for Small Businesses** A few clients have noted that while Set2Close offers valuable services, the pricing tiers may be a bit steep for smaller businesses. More affordable options could help make their services more accessible to a wider range of clients. **Flexibility and Adaptability** Clients appreciate Set2Close's flexibility and adaptability in meeting their needs. The team's willingness to adjust to changing requirements and schedules is highly valued, contributing to successful project outcomes. **Cost-Effective Solutions** Set2Close is noted for providing cost-effective solutions that fit within clients' budgets. Clients appreciate the value they receive for the cost, making Set2Close a preferred choice for many businesses. **Effective HubSpot Onboarding** Set2Close has been praised for their ability to effectively onboard clients to HubSpot, providing comprehensive training and tools to ensure the platform is used effectively. They offer personalized guidance and support, which clients find instrumental in achieving successful adoption and usage of HubSpot. **Proactive and Strategic Guidance** Clients benefit from Set2Close's proactive and strategic guidance. The team's ability to identify opportunities for improvement and provide actionable insights helps clients achieve their business goals more effectively. ### Set2Close Reviews #### HubSpot CRM Training & Consulting for Pharmacy (Featured Review) **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: Oct. 2025 - Mar. 2026 **Project Summary**: Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client drive sales. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Sales, Optimal Balance Pharmacy - Industry: Manufacturing - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Mar 18, 2026 **Feedback Summary**: Set2Close was a vital resource for the client in a hyper-growth environment. The team made aligning the client's HubSpot systems and training their teams seamless through structured sessions, clear outlines, and helpful summaries. The client was thrilled to continue their partnership. ""Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas."" **BACKGROUND** Please describe your company and position.I am the Director of Sales of Optimal Balance PharmacyDescribe what your company does in a single sentence.Pharmacy **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set2Close to accomplish?Create training to create a foundation for Sales Reps when it comes to using a CRMProvide tools and reports that drive sales **SOLUTION** How did you find Set2Close?ReferralWhy did you select Set2Close over others?Great culture fitGood value for costReferred to meHow many teammates from Set2Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set2close has been a vital resource for us in a hyper-growth environment. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They’ve made aligning our HubSpot systems and training our teams seamless through structured sessions, clear outlines, and helpful summaries.Describe their project management. Did they deliver items on time? How did they respond to your needs?Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas.What was your primary form of communication with Set2Close?Virtual MeetingWhat did you find most impressive or unique about this company?We’re thrilled to continue this long-term partnership and highly recommend them to any fast-scaling company.Are there any areas for improvement or something Set2Close could have done differently?N/A --- #### HubSpot Consulting for Commuter Airline **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: June - Aug. 2025 **Project Summary**: Set 2 Close provided HubSpot consulting services for a commuter airline. The team guided the client on HubSpot's new features and the challenges they face. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Head of Commercial, SeaPort Airlines - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Sep 4, 2025 **Feedback Summary**: Set 2 Close patiently answered all the client's questions, equipping them with solid knowledge of HubSpot. The team fulfilled their promises as scheduled and communicated through weekly online meetings. They also impressed the client with their accessibility. ""We were impressed with their accessibility and patience with our questions."" **BACKGROUND** Please describe your company and position.I am the Head of Commercial of SeaPort AirlinesDescribe what your company does in a single sentence.We are operating a new commutter airline between Seattle and Portland under the new brand SeaPort Airlines. We are a subsidiary of Alaska Seaplanes. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?To provide the small sales team with support on starting in HubSpot.Guidance on new features in HubSpot. **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Met on a weekly basis for guidance on our own HubSpot challenges. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They answered and helped with our our questions, providing us with a sound knowledge of what we want to use.Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, eveything as promised and on time.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Accessibility and patience with our questions.Are there any areas for improvement or something Set 2 Close could have done differently?None that I can think of. --- #### HubSpot Consulting & Setup for Home Inspection Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: June - Aug. 2025 **Project Summary**: Set 2 Close provided CRM consulting services for a home inspection company. The team was responsible for performing a HubSpot onboarding process for the client. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Office Manager, Tincher Consulting & Inspection Services - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Aug 28, 2025 **Feedback Summary**: Set 2 Close completed the client's HubSpot onboarding process and set up the backend. The team was timely and efficient in their responses and thorough and detailed in their training throughout the engagement. Set 2 Close's friendly and helpful approach was a hallmark of their performance. ""Set 2 Close was friendly, helpful, and consistent."" **BACKGROUND** Please describe your company and position.I am the Office Manager of Tincher Consulting & Inspection ServicesDescribe what your company does in a single sentence.Home Inspection Services **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?HubSpot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsPricing fit our budgetGood value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Weekly check ins to ensure we were capable of utilizing HubSpot effectively and efficiantly **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?All backend set up of HubSpot, Completion of HubSpot onboardingDescribe their project management. Did they deliver items on time? How did they respond to your needs?Timeley and efficient in response times, thorough and detailed in trainingWhat was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Set 2 Close was friendly, helpful, and consistent.Are there any areas for improvement or something Set 2 Close could have done differently?Not that I can think of, thank you --- #### Business & CRM Consulting for Stone Products Manufacturer **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: June - Aug. 2025 **Project Summary**: Set 2 Close provided CRM consulting and system integration for a stone products manufacturer. The team onboarded HubSpot and optimized it for B2B sales. They also built out the client's sales pipeline. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Sales Manager, Prestige Stone Products - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Aug 28, 2025 **Feedback Summary**: Set 2 Close successfully completed the project, fully adopting HubSpot and integrating it with the client's account management system. The team delivered all services on time and was sensitive to the client's schedule. The client was impressed with Set 2 Close's professionalism and relatability. ""We appreciated their professionalism and relatability."" **BACKGROUND** Please describe your company and position.I am the Sales Manager of Prestige Stone ProductsDescribe what your company does in a single sentence.Production of cement based manufactured stone veneer.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hub Spot on boarding and optimization. Pipeline development and training. **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meCompany values alignedHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Onbording of CRM and accounts management for business to business sales optimization. Build out of pipeline for existing accounts, new accounts, and large scale projects. Streamlined communication methods and platforms to a singular source. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Hub spot is fully adopted and ran by Sales Manager effectively integrated as account management.Describe their project management. Did they deliver items on time? How did they respond to your needs?Efficiently delivered all services on time and with a great sensitivity to demanding schedules.What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?We appreciated their professionalism and relatability. Communicating trainings practically.Are there any areas for improvement or something Set 2 Close could have done differently?Well done  --- #### CRM Customer Support, Consulting & SI for Recruiting Co **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Apr. - June 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding services for a recruiting company. The team met with the client weekly to ensure HubSpot was functional and that their sales process was optimized. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Partner, Mural Group - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 2, 2025 **Feedback Summary**: Set 2 Close successfully completed the HubSpot setup, marking the project's success. The team delivered work on time, promptly addressed the client's requests, and communicated via virtual meetings. The team's willingness to go beyond the defined scope to provide comprehensive support stood out. ""Their ability to stretch outside of their defined scope of work impressed us."" **BACKGROUND** Please describe your company and position.I am the Managing Partner of Mural GroupDescribe what your company does in a single sentence.Recruiting **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Oboarding Hubspot **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.We met for weekly check ns to ensure Hubspot was fucntional and that our sales process was optimized.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Hubspot set upDescribe their project management. Did they deliver items on time? How did they respond to your needs?Yeah everything was delivered on time, and requests were answered promptly offline if needed. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Their ability to stretch outside of their defined scope of work impressed us. They did that to provide comprehensive support to my team as first time users of Hubspot. Are there any areas for improvement or something Set 2 Close could have done differently?No --- #### HubSpot CRM Consulting for Ice Cream Co **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: May - July 2025 **Project Summary**: Set 2 Close provides HubSpot CRM consulting for an ice cream company. The team has set up a platform that the client can use in HubSpot. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Marketing Manager, Four All Ice Cream - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jun 30, 2025 **Feedback Summary**: Set 2 Close has helped the client get the most out of HubSpot. The team has rectified the client's previous experience and provided great advice. Moreover, the team continues to meet virtually with the client to address questions. The client is pleased with the support they've received so far. This review is an update by the client company. The original content is located below the new review. ""Set2close is great for small businesses looking to grow and build out their sales team."" **BACKGROUND** Please describe your company and position.I am the Marketing Manager of Four All Ice CreamIntroduce your business and what you do there.: We sell ice cream. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address?We wanted to optimize our usage of HubSpot as a new sales team. **SOLUTION** How did you find Set 2 Close?Offered by HubSpotWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesWhat was the scope of their involvement and team dynamic? Set2close set up a sidekick platform that we could use in our HubSpot 24/7 to answer questions about the CRM. They also scheduled 4 meetings with us to go over questions and provide feedback on our CRM set up.What's the status of this engagement? Continuing to meet virtually to address questions. **RESULTS & FEEDBACK** How did your relationship with your partner evolve?After receiving service that left us with some unanswered questions, the Set2close team rectified our experience by ensuring we could get our money back, start from scratch, and be guided by a different team member that gave us a lot of great advice.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat advice do you have for clients with similar needs to yours? Set2close is great for small businesses looking to grow and build out their sales team. They helped us get the most out of HubSpot and beyond. **UPDATED REVIEW** This review was published on June 25th, 2025Courtney MayoMarketing Manager, Four All Ice CreamConsumer ProductsOntario, Canada11-50May 2025 - May 2025Less than $10,000VerifiedProject summarySet 2 Close provided HubSpot CRM consulting services for an ice cream company. The team was tasked with helping the client set up and optimize their HubSpot account and answering questions.Feedback summaryDespite their efforts, Set 2 Close's work was not very successful. The team switched representatives after the first meeting, and this resulted in a disorganized approach. Overall, Set 2 Close could improve by keeping the same representative for the entire project and having a more organized plan.BACKGROUNDPlease describe your company and position.I am the Marketing Manager of Four All Ice CreamDescribe what your company does in a single sentence.We sell ice cream.OPPORTUNITY / CHALLENGEWhat specific goals or objectives did you hire Set 2 Close to accomplish?Set up our HubSpotOptimize our HubSpot usageAnswer questions we have about HubSpotSOLUTIONHow did you find Set 2 Close?Offered by HubSpotWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.We were set up with an account manager to help us get the most out of HubSpot. We had 4 weekly meetings to go over specific areas of the software and ask questions about set-up procedures.RESULTS & FEEDBACKWhat were the measurable outcomes from the project that demonstrate progress or success?Unsure. It wasn't very successfulDescribe their project management. Did they deliver items on time? How did they respond to your needs?We were set up with one rep and then switched to another after our first meeting. The first rep had a more organized process by asking us to do "homework" for a certain module and then ask questions based on our learning, but the second rep did not have a clear process. It was very disorganized after the first session.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?The extension software that connects to HubSpot so we can always have assistance when using the CRM.Are there any areas for improvement or something Set 2 Close could have done differently?Keep the same rep for the entire package so we don't have to teach multiple people about our needs and why we're using the CRM. Better organization and having a plan for each weekly meeting, as opposed to answering random questions.Overall rating:    1.0Quality:    1.0Cost:    1.0Schedule:    3.0Willing to refer:    2.0 --- #### CRM Consulting for Software Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Apr. - May 2025 **Project Summary**: Set 2 Close was hired by a scheduling software company to set up their onboarding service pipeline. The team was tasked with setting up workflows and mapping out properties. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 4.5 **The Reviewer** Director of Customer Success, TimeZest - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jun 24, 2025 **Feedback Summary**: Set 2 Close successfully set up the client's onboarding pipeline and operations, moving them to tickets with automation in place. The team was responsive, helpful, and supportive throughout the collaboration. Set 2 Close's ability to provide an outline for each meeting stood out. ""Set 2 Close was responsive and helpful in walking me through my questions and concerns."" **BACKGROUND** Please describe your company and position.I am the Director of Customer Success of TimeZestDescribe what your company does in a single sentence.TimeZest is a fresh approach to client scheduling. Designed and built specifically for MSPs. TimeZest makes scheduling calls, remote support, and onsite visits simple. No more phone and email tag. No more wasted time coordinating availability. Just easy, real-time scheduling your clients and team will love. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Set up Onboarding pipeline **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set 2 Close was in charge of setting up our service pipeline for onboardings. They helped us with workflows and pipeline setup and property mapping. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Onboarding pipeline and opperations were moved to tickets with automation in place to support processes.Describe their project management. Did they deliver items on time? How did they respond to your needs?Set 2 Close was responsive and helpful in walking me through my questions and concerns. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?It was great to have an outline and know what the intention of the next call was, while still leaving room for ad-hoc questions. Are there any areas for improvement or something Set 2 Close could have done differently?n/a --- #### HubSpot Consulting for Loan Broker **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: May - June 2025 **Project Summary**: Set 2 Close provided HubSpot CRM consulting and system integration services for a business loan broker. The team trained the client's staff on AI set-to-close training. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Brilliance Funding Partners - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 20, 2025 **Feedback Summary**: Set 2 Close successfully established the client's workflow and provided them with a comprehensive understanding of HubSpot's features. The team ensured a smooth integration process and conducted weekly check-ins. Set 2 Close's responsiveness and ability to deliver on time were key elements. ""Everything was smooth from start to finish."" **BACKGROUND** Please describe your company and position.I am the Owner of Brilliance Funding PartnersDescribe what your company does in a single sentence.Business Loan Broker **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Set sequencesset deal flowintegrations **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.AI set to close training **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Work flow is established, and I have comprehensive understanding of hubspot featuresDescribe their project management. Did they deliver items on time? How did they respond to your needs?Everything was smooth from start to finish.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Integration was smooth and weekly check ins were helpfulAre there any areas for improvement or something Set 2 Close could have done differently?No notes --- #### LinkedIn Marketing Services for Outsourced Accounting Co **The Project** - Services: Social Media Marketing - Project size: $10,000 to $49,999 - Project length: Mar. 2025 - Ongoing **Project Summary**: Set 2 Close provides LinkedIn marketing services for an outsourced accounting company. The team has optimized the client's LinkedIn profile and implemented lead generation and business development strategies. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder & Chief, Levvigo - Industry: Construction - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 20, 2025 **Feedback Summary**: Set 2 Close has helped the client achieve a more robust LinkedIn profile, significantly greater content views, and a running lead generation system. The team has provided excellent expertise and tangible, practical advice. Set 2 Close has also met the client's expectations for project management. ""Set 2 Close's expertise was terrific; their advice was tangible and practical."" **BACKGROUND** Please describe your company and position.I am the Founder & Chief of LevvigoDescribe what your company does in a single sentence.Outsourced accounting for contractors.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Optimize LinkedIn profile for salesUse LinkedIn for outbound lead generationUsing content to craft a LinkedIn inbound strategy **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Good value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.1) We did a thorough review of my LinkedIn profile, updating several elements. 2) We then discussed and implemented several strategies to use LinkedIn for lead gen. 3) LinkedIn training & adoption.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I have a more robust LinkedIn profile and significantly greater profile and content views. I have a lead generation system that is running. I have several strategies for using LinkedIn for business development. Describe their project management. Did they deliver items on time? How did they respond to your needs?The process went as expected re: project management. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Set 2 Close's expertise was terrific; their advice was tangible and practical. I could--and continue to--use what I learned from week to week. Are there any areas for improvement or something Set 2 Close could have done differently?I would love to have a virtual notebook of the coaches' notes from our discussions. Between this and my notes, it would be a valuable resource.  --- #### CRM Consulting & Setup for Construction Management Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: May 2025 **Project Summary**: Set 2 Close provided CRM consulting and setup for a construction management company. The team was also responsible for conducting onboarding sessions to help the client use the HubSpot CRM module. **Review Rating**: 4.5 - Quality: 4.0 - Schedule: 4.5 - Cost: 3.5 - Willing to Refer: 4.5 **The Reviewer** Business Development Director, BPS - Industry: Construction - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jun 5, 2025 **Feedback Summary**: Set 2 Close helped the client navigate the HubSpot CRM module. The team was communicative and responsive, responded to the client's questions, and had a flexible approach throughout the engagement, ensuring a smooth collaboration. Set 2 Close's training quality was a hallmark of their performance. ""Set 2 Close's virtual training was better than I thought it would be."" **BACKGROUND** Please describe your company and position.I am the Business Development Director of BPSDescribe what your company does in a single sentence.Construction Management **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Set Up CRM **SOLUTION** How did you find Set 2 Close?HubSpotWhy did you select Set 2 Close over others?Didn't have other optionsHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Dennis at Set 2 Close had a series of onboarding sessions with me online to help walk me through the training needed to get started to be able to use the HubSpot CRM module. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I am able to navigate through the CRM module to use for daily tasks easily.Describe their project management. Did they deliver items on time? How did they respond to your needs?Dennis was right on the ball with communications, reponding to questions and to setting up meetings.  he was also flexible when I needed to reschedule something last minute. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company? Set 2 Close's virtual training was better than I thought it would be.Are there any areas for improvement or something Set 2 Close could have done differently?Perhaps an outline to keep the onboarding on track for what is being covered and a way to refer back to athe outline to add notes to for easy reference after online training  --- #### HubSpot Consulting for Construction Tech Firm **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Apr. - May 2025 **Project Summary**: Set 2 Close provided HubSpot consulting for a construction technology firm. They trained the client on HubSpot, imported CSV data, wrote emails, and set up automated data collection and email workflows. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, AddWork - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 27, 2025 **Feedback Summary**: Set 2 Close helped the client become more familiar with HubSpot and launched all the workflows, landing pages, and CTAs. The team was timely, always responsive, and communicative via in-person meetings. They also impressed the client with their knowledge, friendliness, and quick turnaround time. ""They got it all done very quickly."" **BACKGROUND** Please describe your company and position.I am the Executive of AddWorkDescribe what your company does in a single sentence.Provide elegant fast estimate and change order management for the construction industry. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?to understand the capabilities of HubSpotTo automate work flowsto automate data collection from our app **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?hubspot recommendedHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Familiarity with Hubspot as it's a lot - they helped us understand and walk through quickly bringing us up to speed.Upload data from csv files and show us how to do so correctly - super fast and easy good explanations.automate email workflows and write emails - built workflows for us but showed us so we could build ourselves going forward. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?our own familiriaty and hitting the "go" button on all work flows and landing pages and CTAs etc.Describe their project management. Did they deliver items on time? How did they respond to your needs?yes - very timely, were always responsive. They got it all done very quickly.What was your primary form of communication with Set 2 Close?In-Person MeetingWhat did you find most impressive or unique about this company?friendly, fast, knowledgeable - got a lot done very quickly, faster than i expected honestly.Are there any areas for improvement or something Set 2 Close could have done differently?not really no --- #### CRM Consulting & SI for Financial services **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: Nov. - Dec. 2024 **Project Summary**: Set 2 Close provided sales process development services for a childcare accounting solutions company. The team was tasked with helping the client learn HubSpot and set up a sales process. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CMO, Radius Childcare Solutions - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 22, 2025 **Feedback Summary**: Set 2 Close successfully audited and helped define the client's sales process. The team delivered work on time and was flexible with the client's schedule changes. Set 2 Close was genuinely interested in helping the client and was transparent about their pricing. ""Everything was always on time."" **BACKGROUND** Please describe your company and position.I am the CMO of Radius Childcare SolutionsDescribe what your company does in a single sentence.At Radius Childcare Solutions, we provide specialized accounting services designed to keep childcare business owners organized, compliant, and optimized for growth. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Build a sales process from scratch. **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsReferred to meCompany values alignedHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set 2 Close was tasked with helping us learn HubSpot and set up a sales process for our childcare accounting business. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Our sales process was audited and now we have a well defined sales process.Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, everything was always on time. They were always very flexible with us changing the meeting dates on them even though the deliverables were already done.What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Not salesy AT ALL! We need to learn from them. We were the ones that had to ask for pricing. They always just wanted to help us define our sales process.  --- #### HubSpot Implementation Support for Pool & Spa Company **The Project** - Services: CRM Consulting and SI - Project size: Confidential - Project length: July 2025 - Ongoing **Project Summary**: Set 2 Close is hired to provide HubSpot implementation support to a pool and spa company. The goal is to help the client navigate the platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Teammate, Poolman - Industry: Retail - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 20, 2025 **Feedback Summary**: Set 2 Close's support has made a big difference in helping the client feel confident navigating the HubSpot platform. The team has been knowledgeable, patient, and excellent at explaining things in a way that's easy to understand. The client highly recommends working with Set 2 Close. ""Highly recommend Dennis if you're looking for expert HubSpot guidance!"" **BACKGROUND** Please describe your company and position.I am the . of PoolmanDescribe what your company does in a single sentence.Pool & Spas **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Dennis from Set to Close has been a fantastic resource as we work on implementing HubSpot.  **SOLUTION** How did you find Set 2 Close?hubspotWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Review for Dennis – Set to CloseHe’s knowledgeable, patient, and great at explaining things in a way that’s easy to understand. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Highly recommend Dennis if you’re looking for expert HubSpot guidance!Describe their project management. Did they deliver items on time? How did they respond to your needs?His support has made a big difference in helping us feel confident navigating the platform.What was your primary form of communication with Set 2 Close?Virtual MeetingAre there any areas for improvement or something Set 2 Close could have done differently?. --- #### CRM & Business Consulting for Construction Company **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: Apr. - May 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding services for a construction company. The team conducted multiple training sessions, provided access to the HubSpot onboarding tool, and offered business consulting. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, BlueSky Construction and Remodeling LLC - Industry: Construction - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 8, 2025 **Feedback Summary**: Set 2 Close successfully helped the client adopt HubSpot and familiarize users with the platform. The team held weekly virtual meetings and communicated through emails and messaging apps. Their availability to answer questions impressed the client, resulting in a positive engagement. ""Everything they did was amazing."" **BACKGROUND** Please describe your company and position.I am the CEO of BlueSky Construction and Remodeling LLCDescribe what your company does in a single sentence.Residential construction, remodeling, and roof rejuvination. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?HubSpot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsClose to my geographic locationPricing fit our budgetGreat culture fitGood value for costReferred to meCompany values alignedHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Multiple training sessions, access to the HubSpot onboarding tool, and HubSpot consulting for my business specifically.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?HubSpot adoption, users familiar with how to set up and use HubSpot. Business consulting for sales processes, mapping and sales operations, higher closing ratios. Describe their project management. Did they deliver items on time? How did they respond to your needs?Regular cadence of weekly meetings and homework assigned. What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Ease of use, ability to use sidekick tool to assist in daily use and learning of HubSpot, availability of account manager to answer questions and assist with set up. Are there any areas for improvement or something Set 2 Close could have done differently?No, everything they did was amazing. There is nothing that could have been done differently. --- #### HubSpot CRM Consulting & Onboarding for Leadership Dev Co **The Project** - Services: Business Consulting, CRM Consulting and SI, Corporate Training & Coaching - Project size: Less than $10,000 - Project length: Feb. - May 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding services for a leadership development company. The team conducted multiple onboarding and training sessions and provided email certification consulting. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, Maverick Leadership - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 7, 2025 **Feedback Summary**: Set 2 Close successfully achieved the client's goals, resulting in HubSpot adoption and usage. The team went above and beyond to deliver personalized services that catered to the client's unique business situation. Overall, the team was professional and responsive throughout the engagement. ""They did an outstanding job."" **BACKGROUND** Please describe your company and position.I am the Founder of Maverick LeadershipDescribe what your company does in a single sentence.Coaching, mentoring and leadership development. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hubspot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetReferred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.We executed multiple onboarding and/or training sessions throughout the period.  I had access to the Hubspot onboarding tool called Sidekick.   **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Adoption in Hubspot Usage in Hubspot Email certification consulting Describe their project management. Did they deliver items on time? How did they respond to your needs?We had weekly meetings with deliverables each week.  They went beyond my expectations and answered, identified and helped me see around corners I didn't expect.  Very professional throughout the engagement.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Plus one!  It wasn't a cookie cutter template.  They identified, and were interested, in my unique business situation and we built goals and milestones to achieve.  Again, very professional and went beyond expectations.  Are there any areas for improvement or something Set 2 Close could have done differently?None.  They did an outstanding job.   --- #### CRM Consulting for Equine Therapy Nonprofit **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Jan. - May 2025 **Project Summary**: Set 2 Close provided HubSpot CRM consulting for an equine therapy nonprofit. The team helped the client maximize HubSpot's functionalities and assisted with integrating other applications into the platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive Director, Unbridled Equine Programs - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 5, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client reduced operational and communication costs by 75%. The team was attentive to the client's needs and delivered timely results. Set 2 Close's genuine care for the project's success and ability to meet the client's needs were hallmarks of their work. ""The individuals we've worked with are genuine and truly cared about making sure our needs were met."" **BACKGROUND** Please describe your company and position.I am the Executive Director of Unbridled Equine ProgramsDescribe what your company does in a single sentence.We provide equine therapy for individuals who have experienced life conflicts or trauma, with a specific focus on veterans, first responders, and at-risk youth. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Learn how to maximize HubSpot for our specific organizationAssist with integrations of other applications **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetReferred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.We are using HubSpot in a unique way as we are a nonprofit. So, many of the native functionality needed to be thought of in a different way to provide the best opportunity for our organization to maximze HubSpot. This includes the use of Contact Views, Deals, Workflows, Template usage, etc. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Decrease time spent in operations and communication of specific projects by 75%.Describe their project management. Did they deliver items on time? How did they respond to your needs?They were very attentive to our specific needs and delivered the information and results requested on time.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?The individuals we've worked with are genuine and truly cared about making sure our needs were met.Are there any areas for improvement or something Set 2 Close could have done differently?No. --- #### HubSpot Consulting for Nonprofit Organization **The Project** - Services: CRM Consulting and SI - Project size: Confidential - Project length: Apr. - May 2025 **Project Summary**: Set 2 Close provided CRM consulting and support for a nonprofit organization. Set 2 Close facilitated the client's team's learning of HubSpot CRM and troubleshooted issues with the initial setup of the system. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** President, Restoratio Ranch - Industry: Non-profit - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 2, 2025 **Feedback Summary**: Set 2 Close helped the client gain competency with the HubSpot CRM system. The team showcased an impressive ability to facilitate non-tech-savvy users. Set 2 Close was very responsive and facilitated the meetings professionally. The team provided support for issues outside their scope of duties. ""We were very pleased with the support Set 2 Close provided."" **BACKGROUND** Please describe your company and position.I am the President of Restoratio RanchDescribe what your company does in a single sentence.Restoration Ranch provides a safe haven for equine learning and development that nurtures the well-being of veteran families through the gift of the horse. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Facilitate team learning for Hubspot CRM data base and marketing systemTroubleshoot issues with initial set up of data base and marketing systems **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Dennis took our team through the set 2 start onboarding process for HubSpot. This was a requirement to initiate our CRM system with Hubspot. Deliverables included regular calls with team to review set up and troubleshoot problems **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Team competency with HubSpot CRM SystemDescribe their project management. Did they deliver items on time? How did they respond to your needs?Dennis was very responsive and facilitated our team meetings professionally and provided support for issues that were not even within his scope of duties. He's a pro. We were very pleased with the support Set 2 Close provided. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Ability of Dennis to facilitate non-tech savy users.Are there any areas for improvement or something Set 2 Close could have done differently?You were a big help. --- #### HubSpot Consulting for IT Services Company **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: April 2025 **Project Summary**: Set 2 Close provided CRM consulting for an IT services company. The team offered guidance to the client on implementing key features within HubSpot. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 4.5 **The Reviewer** CEO, Tyten Technologies - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Apr 30, 2025 **Feedback Summary**: Set 2 Close successfully helped the client send emails via campaigns to their prospects and customers. The team's onboarding specialist was knowledgeable about the client's product. Set 2 Close delivered everything on time and communicated with the client through virtual meetings. ""Set 2 Close's onboarding specialist was very knowledgeable about the product."" **BACKGROUND** Please describe your company and position.I am the CEO of Tyten TechnologiesDescribe what your company does in a single sentence.Tyten Technolgoiers is an IT service company specializing in communciations and securtity.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Orientationon on Hubspot Marketing and Sales **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Set2Close provided us with guidnance on implementing key featries within Hubspot. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We were able to send emails via campaigns to our prosocts and customers.Describe their project management. Did they deliver items on time? How did they respond to your needs?Everything was delivered on time and he was knowledgeable about the product.  What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Our Onboarding Specialist was very knowlegeable about the product.  Are there any areas for improvement or something Set 2 Close could have done differently?Use a meeting application other than Google.   --- #### HubSpot Training for Managed IT Service Provider **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Mar. - Apr. 2025 **Project Summary**: Set 2 Close provided CRM onboarding and training services for a managed IT service provider. The team conducted multiple HubSpot training sessions and assigned homework to be completed before the next session. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Simple Communications - Industry: Information technology - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Apr 23, 2025 **Feedback Summary**: Set 2 Close's training sessions were instrumental in helping the client track five opportunities using HubSpot. The team demonstrated deep knowledge of the CRM system and best practices, and internal stakeholders were particularly impressed with Set 2 Close's virtual meetings and responsiveness. ""Set 2 Close demonstrated deep knowledge of Hubspot and best practices for using it for my company's workflow."" **BACKGROUND** Please describe your company and position.I am the Owner of Simple CommunicationsDescribe what your company does in a single sentence.We are managed IT service provider specializing in helping muncipalities and local government agencies with their technology needs. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Onboarding and training for Hubspot **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsPricing fit our budgetGreat culture fitReferred to meCompany values alignedHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Multiple training sessions for onboarding Hubspot.  Each session had homework for us to complete before the next week's call. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?From our onboarding sessions, I was able to track 5 opportunites that came up using our new Hubspot CRM.Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, most of the work was on my end for the onboarding.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Set 2 Close demonstrated deep knowledge of Hubspot and best practices for using it for my company's workflow.Are there any areas for improvement or something Set 2 Close could have done differently?Nothing to improve on. --- #### HubSpot Onboarding & Set Up for Sales Consulting Co **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Mar. - Apr. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding and implementation services for a sales consulting company. The team set up HubSpot features and created email newsletters and campaign sequences. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Revenue Operations Consultant, Ionian Consulting - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Apr 15, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client launched their email newsletter with over 20% open rates and grew their sales pipeline to over $1 million. The team was highly responsive, prompt, resourceful, and collaborative. Overall, their hands-on approach and creative solutions were outstanding. ""Overall, we were very happy with the responsiveness of the Set2Close team!"" **BACKGROUND** Please describe your company and position.I am the Revenue Operations Consultant of Ionian ConsultingDescribe what your company does in a single sentence.Product, go-to-market, and sales consulting  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Set up Hubspot and onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsPricing fit our budgetReferred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Implementation and onboarding of Hubspot, met on a weekly basis to review progress and troubleshoot, assisted with list selection and criteria for target customers, helped set-up bi-weekly email newsletter and campaign sequences for outbound sales efforts, assisted in setting up contacts, companies, and pipeline features in Hubspot.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Launched email newsletter for the first time, achieving 20%+ open rates and grew pipeline to over $1m. Describe their project management. Did they deliver items on time? How did they respond to your needs?The Project Management offering from Set2Close was very collaborative and informative. Our representative, William, was incredibly resourceful and prompt in answering all of our questions, rescheduling meetings when we needed to, and helping ensure we met project deliverable deadlines. Overall, we were very happy with the responsiveness of the Set2Close team! What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?The hands-on approach was definitely the most impressive and unique aspect of the Set2Close team. Not only with our main Project Manager POC, but also with the Executive Leadership Team. The group leaned in when we needed them and got creative on future solutions and ideas we have as well! Are there any areas for improvement or something Set 2 Close could have done differently?Not at this time.  --- #### Corporate Training & CRM Consulting & SI for IT Services Co **The Project** - Services: CRM Consulting and SI, Corporate Training & Coaching - Project size: Less than $10,000 - Project length: March 2025 **Project Summary**: Set 2 Close provided onboarding and training services for an IT services company. The team helped set up the client's service hub, customer survey, and reporting and integrated them with their CRM. **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 4.5 **The Reviewer** Director of Professional Services, IT Services Co - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Apr 9, 2025 **Feedback Summary**: Set 2 Close's work successfully met the client's expectations. The team provided scheduled and timely meetings, consulting, and training. Moreover, the team communicated effectively via virtual meetings. Overall, the team was friendly, which led to a successful engagement. ""Their friendly team stood out."" **BACKGROUND** Please describe your company and position. I am the Director of professional services of an IT services company.Describe what your company does in a single sentence.IT support for companies **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?OnboardingTraining **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Good value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Worked with us in setting up the service hub (customer survey) and reporting, including integration with our CRM **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Sucessfull customer surveyDescribe their project management. Did they deliver items on time? How did they respond to your needs?Meetings, consulting, training, scheduled & on timeWhat was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Their friendly team stood out.Are there any areas for improvement or something Set 2 Close could have done differently?All good --- #### CRM Consulting & Business Consulting for Insurance Company **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: Feb. - Apr. 2025 **Project Summary**: Set 2 Close worked with an insurance company to identify their HubSpot goals. They provided key training for the use of Hubspot objects, the use of pipelines for leads and deals, and overall best practices. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** COO, K2 Cyber - Industry: Insurance - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Apr 9, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client successfully launched their lead and deal pipeline. The team was outstanding in terms of project management, communication, and timeliness. They also leveraged their expertise to bring additional subject matter experts into the conversation when needed. ""I appreciated the hybrid model of virtual calls with the training and tooling that overlayed our Hubspot instance."" **BACKGROUND** Please describe your company and position.I am the COO of K2 CyberDescribe what your company does in a single sentence.We are a cyber insurance MGA **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hubspot OnboardingHubspot TrainingHubspot Subject Matter Expert Advice **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set2Close help identify the goals of our use of Hubspot to operationalize our revenue goals. They provided key training in the use of Hubspot objects, use of pipelines for leads and deals and overall best practices. Their solution architect provide invaluable advice around the use of custom objects to meet the needs of our desired data structure. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We have launched our lead and deal pipeline to start onboarding distribution partners and set the foundational data model we will leverage.Describe their project management. Did they deliver items on time? How did they respond to your needs?Orrin was an outstanding project manager who had clear communication, was always on time and brought additional subject matter experts into the conversation when needed.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?I appreciated the hybrid model of virtual calls with the training and tooling that overlayed our Hubspot instance.Are there any areas for improvement or something Set 2 Close could have done differently?none --- #### Onboarding & Training Services for an IoT Company **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: Feb. - Mar. 2025 **Project Summary**: Set 2 Close provided onboarding and training services for a an IoT smart buildings company. The team guided the sales and marketing team on navigation and process flow, using Sidekick for onboarding. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** VP BD Sales & Channels, Clarity Building Controls - Industry: Information technology - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 31, 2025 **Feedback Summary**: Thanks to Set 2 Close, the client's team was off and running and doing what they needed to do at the appropriate stage. The onboarding tool was instrumental in reducing questions from the team to the Super Admin. Set 2 Close delivered everything on time via a pre-determined schedule. ""They offered great customer service and training advice."" **BACKGROUND** Please describe your company and position.I am the VP BD Sales & Channels of Clarity Building ControlsDescribe what your company does in a single sentence.IoT smart buildings and energy management **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?OrientationKnowledge & TrainingEye on the future - additional modules **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Guide sales and marketing team on navigation and process flow. Deliverables included adoption by team members and management.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Team is off and running doing what we needed to do at this stage. The onboarding tool (Sidekick) was instrumental in reducing questions from the team to the Super Admin.Describe their project management. Did they deliver items on time? How did they respond to your needs?Delivered everything on time via a pre-determined schedule. They were very responsive to all of our questions and provide great advise on solutions. What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They offered great customer service and training advice.Are there any areas for improvement or something Set 2 Close could have done differently?Nothing --- #### CRM Consulting & SI for Mental Health Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Feb. - Mar. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding services for a mental health company. The team was responsible for setting up and optimizing the client's HubSpot account. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** National Dir of Business Dev, Drew Horowitz & Associates - Industry: Medical - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Mar 28, 2025 **Feedback Summary**: Set 2 Close delivered a fully optimized HubSpot platform capable of managing the client's workflow and sales process. The team adhered to timelines, promptly answered questions, and listened to needs. Their ability to understand the client's unique use case was impressive. ""They listened to my needs and provided excellent solutions."" **BACKGROUND** Please describe your company and position.I am the National Director of Business Development of Drew Horowitz & AssociatesDescribe what your company does in a single sentence.Mental Health Treatment **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hubspot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGreat culture fitGood value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Set2Close assisted myself and my organziation in setting up and optimizing Hubspot for our specific use case.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Our Hubspot platform is now fully optimized and capable of managing our workflow and sales process. Describe their project management. Did they deliver items on time? How did they respond to your needs?They absolutely delivered everything on time and went above in beyond in answering my questions promptly. They listened to my needs and provided excellent solutions.What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Set 2 Close did an excellent job in building a relationship with me and learning about our use case for Hubspot. Are there any areas for improvement or something Set 2 Close could have done differently?No --- #### HubSpot Onboarding Services for SaaS Platform **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Feb. - Mar. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 4.5 **The Reviewer** Head of Sales, Iqurate - Industry: Information technology - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 26, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client successfully adopted HubSpot into their business. The team was timely and consistent, meeting all the client's needs throughout the onboarding. Moreover, the team had a clear and straightforward process, outlining each stage and deliverables. ""I found it to be a consistent and clear process."" **BACKGROUND** Please describe your company and position.I am the Head of Sales of IqurateDescribe what your company does in a single sentence.we are a Saas Platform  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hubspot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.set up of Hubspot, access to the boarding tool, training and troubleshooting and video support. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Set up and adoption of Hubspot into our business Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, met all needs, timely and consistently thorughout our onboarding What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?I found it to be a consistent and clear process, outlining each stage and the deliverables Are there any areas for improvement or something Set 2 Close could have done differently?No not really  --- #### HubSpot Onboarding & Training for Asset Management Firm **The Project** - Services: CRM Consulting and SI, Content Marketing, Corporate Training & Coaching - Project size: Less than $10,000 - Project length: Jan. - Mar. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding and marketing training for an asset management firm. The team's goal was also to assist with marketing. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director, NextFolio LLC - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 25, 2025 **Feedback Summary**: Set 2 Close successfully onboarded the client to HubSpot and trained the sales team with the appropriate tools. Moreover, the team was responsive, flexible, and willing to do whatever the project needed. Overall, the client was impressed with Set 2 Close's professionalism. ""They were very professional and willing to do whatever it took to help us succeed as a startup."" **BACKGROUND** Please describe your company and position.I am a director at NextFolio LLCDescribe what your company does in a single sentence.NextFolio is an asset management firm reinventing active investing.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?HubSpot OnboardingMarketing **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsClose to my geographic locationPricing fit our budgetGreat culture fitGood value for costReferred to meCompany values alignedHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.General Hubspot Onboarding and Training, Installation of Onboarding Tool **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We were successfully onboarded to HubSpot and Sales Team was trained with appropriate tools for success.Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, very responsive to all of our needs and flexible.What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?They were very professional and willing to do whatever it took to help us succeed as a startup.Are there any areas for improvement or something Set 2 Close could have done differently?None. --- #### HubSpot & CRM Consulting for Cybersecurity Services Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: February 2025 **Project Summary**: Set 2 Close provided CRM HubSpot setup services for a cybersecurity company. The team imported a customer database and configured the initial sequence. They also provided additional training as needed. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, SecureGovernComply - Industry: Information technology - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 24, 2025 **Feedback Summary**: Set 2 Close successfully set up HubSpot for the client's sales team and imported a 1,400 company database into the platform. The team built and executed an initial sequence to market to the customer database, achieving a 10% open rate on the email sequence. The team was professional and timely. ""Set 2 Close adapted and made us successful."" **BACKGROUND** Please describe your company and position.I am an executive of SecureGovernComplyDescribe what your company does in a single sentence.SecureGovernComply provides cost conscious enterprise grade cybersecurity, information technology and compliance solutions for the small and midmarket business. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Initial Hubspot setup and import of 1400 customersBuilding first sequence with imported customers **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.CRM hubspot setupCustomer database importInitial sequence configuration and executionadditional training as needed **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Setup of Hubspot for use by the sales team importing of a 1400 company database into hubspotbuilding out and executing intial sequence to market to customer databaseHad a 10% open rate on email sequenceDescribe their project management. Did they deliver items on time? How did they respond to your needs?project management was on point, on time and always professional.  What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?One of our greatest pains was our time sensitivity and the need to utilize Hubspot as quickly as possible.  Set 2 Close adapted and made us successful.  To the point we had deals close in March from the effort of the sequence implemented in February.Are there any areas for improvement or something Set 2 Close could have done differently?none, these guys rock! --- #### CRM Consulting & SI for Transportation Co **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Feb. - Mar. 2025 **Project Summary**: Set 2 Close provided LinkedIn training and HubSpot onboarding for a transportation company. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Transportation Co - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 24, 2025 **Feedback Summary**: Set 2 Close's LinkedIn training showed progress and improved sales pipeline. Moreover, the team delivered the project on time and communicated well via virtual meetings throughout the engagement. Furthermore, the client was impressed with the pricing and overall services provided by the team. ""Their pricing was unique, looking at it from a small business standpoint."" **BACKGROUND** Please describe your company and position.I am the CEO of a transportation company.Describe what your company does in a single sentence.Private transportation for executives.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?LinkedIn TrainingHubSpot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Linkedin Traing & Hubspot Onboarding  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Linkedin training showed progress aswell as sales pipeline. Describe their project management. Did they deliver items on time? How did they respond to your needs?Orrin Lieuwen delivered my project on time with good communication throughout the entire processs. Cool dude!What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Their pricing was unique, looking at it from a small business standpoint. Also, I never really knew of companies who offered such training and services. VERY UNIQUE.. Are there any areas for improvement or something Set 2 Close could have done differently?I really enjoyed working with Orrin on Linkedin. I feel like I learned alot that I can convert to an ROI. Overall, I think SET 2 CLOSE could improve on how they communicate the value of the service.  --- #### HubSpot Consulting & Training for Accounting Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Jan. - Mar. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding and training services for an accounting company. The team checked in regularly to ensure the client understood the relevant features of HubSpot. **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Scale Pro Advisors - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 21, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client understood the marketing and sales features of HubSpot. The client also experienced a smooth onboarding process. Set 2 Close was helpful and resourceful. The team was responsive and timely, communicating through weekly virtual meetings. ""The team was very responsive and helpful."" **BACKGROUND** Please describe your company and position.I am the CEO of Scale Pro AdvisorsDescribe what your company does in a single sentence.Accounting and CFO Serrvices **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Onboarding and learning features about HubSpot **SOLUTION** How did you find Set 2 Close?HubspotWhy did you select Set 2 Close over others?Good value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Checking in weekly to ensure smooth onboarding and understanding of relevant features on Hubspot. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Understanding features of HubSpot marketing and sales. Smooth onboardingDescribe their project management. Did they deliver items on time? How did they respond to your needs?Yes. Everything was timely and the team was very responsive and helpful. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Being helpful and resourceful.  Also having pre-recorded video on how to implement certain tasks. Are there any areas for improvement or something Set 2 Close could have done differently?A suggestion would be to decide on a specific project to be completed during the onboarding process. Example, setting up a marketing campaign.  --- #### HubSpot Consulting for Tenant Screening Company **The Project** - Services: CRM Consulting and SI - Project size: Confidential - Project length: Feb. - Mar. 2025 **Project Summary**: Set 2 Close provided HubSpot CRM training to an employment and tenant screening company. The team helped the client upload their contacts, set up their data, create email sequences, and manage their calendar. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Accudata Holdings, LLC - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 18, 2025 **Feedback Summary**: Set 2 Close's training was well-received, and the client applied everything they learned. The team went above and beyond, and their attentive attitude made the client feel valued. Set 2 Close was responsive and answered the client's questions via email, providing step-by-step video tutorials.  ""I was impressed by their responsive and attentive attitude."" **BACKGROUND** Please describe your company and position.I am the CEO of Accudata Holdings, LLCDescribe what your company does in a single sentence.Employment & Tenant Screening **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?HubspotEmail SequenceCRM **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Dennis helped me learn how to upload my contacts, set up my data correctly, create email sequence, look at my calendar, and find my tasks. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I applied everything I learned.Describe their project management. Did they deliver items on time? How did they respond to your needs?Dennis was very responsive. I feel he went above and beyond for me. He always answered my questions via email by providing a video of him explaining step by step of what I needed to do.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?I was impressed by their responsive and attentive attitude. I did not feel like "just a number"Are there any areas for improvement or something Set 2 Close could have done differently?I wish they had more affordable options for small businesses like mine to take advantage of other services. Pricing seems a bit extreme from one tier to the next.  --- #### CRM & Marketing Consulting for Consulting Company **The Project** - Services: CRM Consulting and SI, Low/No Code Development, Other Digital Marketing - Project size: Less than $10,000 - Project length: Feb. - Mar. 2025 **Project Summary**: Set 2 Close provided CRM and marketing consulting services for a consultancy. They taught the client how to input contacts, companies, and emails from a spreadsheet, automate processes, and publish on Facebook. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** President, JSDuke LLC - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 17, 2025 **Feedback Summary**: Set 2 Close's training support helped the client perform their desired tasks. After each session, the team provided follow-up videos to ensure the client understood the lessons. Moreover, Set 2 Close's tailored assistance and one-on-one approach were greatly appreciated by the client. ""They provided assistance tailored to my specific needs."" **BACKGROUND** Please describe your company and position.I am the President of JSDuke LLCDescribe what your company does in a single sentence.Consults with ministers to help them thrive and have time for their personal lives **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Learn how to use contacts and companiesLearn how to automateLearn how to use emails **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.I was able to input companies/contacts from a spreadsheet, use workflows, understand sequences, publish to Facebook, and email marketing material  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I was successful in performing the tasks that I requested assistance with. Describe their project management. Did they deliver items on time? How did they respond to your needs?After each meeting, they provided follow-up videos for information not covered in the meeting.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?They provided assistance tailored to my specific needs, One on One Are there any areas for improvement or something Set 2 Close could have done differently?More information about automation --- #### CRM Consulting & SI for Education Co **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Jan. - Mar. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding services for an education company. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Business Development, Education Co - Industry: Education - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 13, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client was able to implement a fully functional CRM. The team held multiple meetings to ensure the client was onboarded. Moreover, the team took the time to understand the client's goals, which was impressive. Overall, the engagement was a success. ""They took the time to understand our goals, which impressed us."" **BACKGROUND** Please describe your company and position.I am the Business Development of an education company Describe what your company does in a single sentence.Education and Event Engagement Tool **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?hubspot onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Hubspot CRM onboarding **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?limited previous hubspot knowledge was enriched to implement fully functional CRMDescribe their project management. Did they deliver items on time? How did they respond to your needs?multiple meetings to ensure we were onboardedWhat was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?They took the time to understand our goals, which impressed us.Are there any areas for improvement or something Set 2 Close could have done differently?No --- #### HubSpot Training & Consulting for Audiometric Testing Co **The Project** - Services: Business Consulting, CRM Consulting and SI, Corporate Training & Coaching - Project size: Less than $10,000 - Project length: Feb. - Mar. 2025 **Project Summary**: Set 2 Close provided onboarding and adoption training for an audiometric testing company. The team was responsible for offering the client HubSpot adoption services. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, OccHearing - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Mar 10, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client saw increased adoption of sequences and workflows and a better understanding of how the sales hub works. The team provided timely items and valuable feedback about the client's sales processes and business development strategies throughout the engagement. ""Set 2 Close not only showed us new tricks and tips for HubSpot but also provided valuable feedback."" **BACKGROUND** Please describe your company and position.I am the Owner of OccHearingDescribe what your company does in a single sentence.We provide on-site audiometric testing to companies to help reduce long-term health care related costs and maintain OSHA/MSHA compliance. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hubspot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Good value for costHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Hubspot onboarding adoption training. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Increased adoption with sequences, workflows and better understanding how the sales hub works.Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes everything was on-time and Orrin helped with some of our needs that extend beyond Hubspot which was really cool.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Set 2 Close not only showed us new tricks and tips for HubSpot but also provided valuable feedback about our sales processes & business development strategies. Are there any areas for improvement or something Set 2 Close could have done differently?Nothing to improve. --- #### CRM Consulting & SI for Manufacturing Co **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Jan. - Mar. 2025 **Project Summary**: Set 2 Close provided HubSpot training and onboarding services for a manufacturing company. The team familiarized the client with all the features and provided one-on-one training for specific functionalities. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Sales Manager, Manufacturing Co - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Mar 3, 2025 **Feedback Summary**: Set 2 Close met the client's goals and expectations. The team delivered everything on time and responded to the client's needs. The team communicated effectively via virtual meetings. Overall, the team was flexible with their services and went above and beyond to answer the client's questions. ""Their entire team went above and beyond to answer my questions - even those outside the original scope of work."" **BACKGROUND** Please describe your company and position.I am the Sales Manager of a manufacturing company.Describe what your company does in a single sentence.Precision CNC Machined Components  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Familiarize myself Hubspot sales tools **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Scope of work included getting onboarded with hubspot sales professional, familiarizing myself with all features, and getting 1:1 training for specific features.   **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Did not have measureable performance metrics - but stated goals we're met.  Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, they did everything on time and we're very responsive to my feeds.  What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Reasonable price, very flexible with what they helped on. Their entire team went above and beyond to answer my questions - even those outside the original scope of work.  Are there any areas for improvement or something Set 2 Close could have done differently?I don't think there are any areas to improve for onboarding.  The biggest challenge for me was finding the time to use their sidekick tool.   --- #### HubSpot CRM Consulting for Insect Agriculture Co **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: Jan. - Feb. 2025 **Project Summary**: Set 2 Close provided CRM customization and setup services for an insect agriculture company. The team set up HubSpot, taught the client how to use several modules, and created a RevOps strategy. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Business Development Director, Chapul Farms - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Feb 20, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client efficiently used HubSpot and confidently navigated its features. The team also gave the client valuable advice on improving their sales practices. The team timely answered questions and communicated via virtual meetings. This led to the project's success. ""Everything was great!"" **BACKGROUND** Please describe your company and position.I am the Director of Business Development of Chapul FarmsDescribe what your company does in a single sentence.We are an insect agriculture company that is solving food waste and creating sustainable animal feed and soil amendments  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Customization and setup of CRM **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGreat culture fitHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Setting up HubSpot and teaching us the Sales Pro and Marketing Pro modules, building a RevOps strategy **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We are now efficiently using HubSpot and feel confident in the different features and how we can best utilize them. We also received great advice on general ways to improve our best practices for sales. My full team is now using the tool efficiently.Describe their project management. Did they deliver items on time? How did they respond to your needs?We have a very unique business structure and Set 2 Close listened thoroughly and answered the questions in a thoughtful way. They helped us problem solve and always followed up with our questions on time.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?They were great!Are there any areas for improvement or something Set 2 Close could have done differently?Everything was great! --- #### HubSpot Migration for Camping Trailer Company **The Project** - Services: CRM Consulting and SI, Custom Software Development, ERP Consulting and SI - Project size: Confidential - Project length: Jan. - Feb. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding and implementation support for an off-road camping trailer manufacturer. The team helped with the HubSpot migration and set up new users and customizations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Customer Experience Manager, Purple Line LLC - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Feb 12, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client completed the HubSpot. All users received access and training, and the client set up reports for metrics analysis. Overall, the team was knowledgeable, thorough, and organized, resulting in a fruitful engagement. ""They were knowledgeable, thorough, and organized."" **BACKGROUND** Please describe your company and position.I am the Customer Experience Manager of Purple Line LLCDescribe what your company does in a single sentence.Manfucatures Off-Road Camping Trailers and Accessories **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Setting up Hubspot Metrics and ReportingHubspot Helpdesk Migration and ImplementationHubSpot Onboarding **SOLUTION** How did you find Set 2 Close?OtherWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set 2 Close supported us with our Hubspot Service Hub On-boarding and implementationThis included:-Migration to the Hubspot HelpdeskSetting up New Users and managing accessSetting up SLA's for custom reportingSetting up customizations within Hubspot specific to our company **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Complete migration from ihubspot inbox to HelpdeskAll users have access and training on the HelpdeskReports set up for metrics analysisDescribe their project management. Did they deliver items on time? How did they respond to your needs?Virtual Meetings were scheduled in advance and attended promptly, with the requested information available and ready for each meeting. Supplemental emails and calls where necessary were prompt and helpful. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?They were knowledgeable, thorough, and organized, demonstrated an excellent ability to understand our specific company needs and helped to train and educate us on Hubspot functionality in a friendly and accessible manner.Are there any areas for improvement or something Set 2 Close could have done differently?None.  --- #### CRM Consulting & SI for Design-Build Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Dec. 2024 - Feb. 2025 **Project Summary**: Set 2 Close provided CRM consulting services for a design-build company. The team integrated the client's current workflow into HubSpot, created a sales pipeline, and provided configuration guidance. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Numa Design Build - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Feb 11, 2025 **Feedback Summary**: Set 2 Close successfully set up the sales pipeline, and their work helped the client continue building out their HubSpot environment. The team demonstrated expertise, swiftly responded to inquiries, and flexibly adjusted schedules. Their friendliness and professionalism impressed the client. ""They were friendly and professional."" **BACKGROUND** Please describe your company and position.I am the Owner of Numa Design BuildDescribe what your company does in a single sentence.We are design build contractors specializing in modern style design builds and renovations. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Greater understanding of Hubspot as a wholeHelp to integrate our current workflow into HubspotSales Pipeline setup and use **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Referred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set 2 Close assisted us with onboarding into HubSpot and providing guidance on configuration and optimization. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Function Sales PipelineTools and training to continue to build out hubspot as neededLearning managment system that we can access as neededIntroduced the value of sequences and workflows to aid in our sales and customersDescribe their project management. Did they deliver items on time? How did they respond to your needs?Prompt comunicationsFlexible schedulingKnowledgable expertiseKey pointers and prompt responses to questionsWhat was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Williingness to go out of their way to give/find information requestedThey were friendly and professional.Are there any areas for improvement or something Set 2 Close could have done differently?none --- #### CRM Consulting & HubSpot Training for Property Marketplace **The Project** - Services: CRM Consulting and SI, Digital Strategy, Marketing Strategy - Project size: Less than $10,000 - Project length: Dec. 2024 - Jan. 2025 **Project Summary**: Set 2 Close provided CRM customization and HubSpot training for a property marketplace. The team was responsible for ensuring the client's CRM was set up properly and training them on the HubSpot platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Inside Sales Executive, Package Property™ Platform - Industry: Real estate - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 30, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client saw an increase in their email marketing numbers. The client also learned the ins and outs of the HubSpot platform and understood all its tools better. Set 2 Close was always on time and prepared for meetings. They were also very knowledgeable. ""Set 2 Close was always on time and prepared for our meetings!"" **BACKGROUND** Please describe your company and position.I am the Inside Sales Executive of Package Property™ PlatformDescribe what your company does in a single sentence.Package Property™ Platform is a nationwide marketplace of Package Properties™.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?CRM Customization **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGood value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set 2 Close was in change of making sure our CRM was set up properly and training us on the HubSpot platform.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Our email marketing numbers increased. We were able to learn the ins and outs of the platform and understand all the tools better. Describe their project management. Did they deliver items on time? How did they respond to your needs?Set 2 Close was always on time and prepared for our meetings! Matt was fantastic with helping us with all of our problems. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?How well they knew the HubSpot product. Are there any areas for improvement or something Set 2 Close could have done differently?No, Set 2 Close is fantastic! --- #### CRM Consulting & SI for Roofing Company **The Project** - Services: CRM Consulting and SI, Digital Strategy - Project size: Less than $10,000 - Project length: Nov. 2024 - Jan. 2025 **Project Summary**: Set 2 Close provided CRM customization and sales process optimization for a roofing company. The team set up commission tracking and streamlined the client's sales process. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & Operator, Major Roofing - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 22, 2025 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client could send documents directly from their CRM, and customers could review and sign those documents. Data entry time was reduced from over 20 minutes to just a few minutes. The sales team was comfortable using the new CRM and excited about the process. ""The did exactly what they said they were going to quicker than they said they were going to do it."" **BACKGROUND** Please describe your company and position.I am the Owner/Operator of Major RoofingDescribe what your company does in a single sentence.Install quality roofs after storm damage. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Sales process optimizationCustomize CRM **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGreat culture fitGood value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Hired Set 2 Close to setup our CRM to fit our needs. Set up commission trackingImplementing a new streamlined sales process **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Customers can review and sign documents sent directly from our CRM.Now takes minutes to input data when in the past data entry took 20+ minutes.Sales team feels comfortable using the CRM and is excited about the process.Describe their project management. Did they deliver items on time? How did they respond to your needs?Handled the project quickly (needs were met faster than expected) What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The did exactly what they said they were going to quicker than they said they were going to do it.Are there any areas for improvement or something Set 2 Close could have done differently?None that I can think of. --- #### HubSpot Onboarding for Financial Services Company **The Project** - Services: CRM Consulting and SI, Corporate Training & Coaching - Project size: Less than $10,000 - Project length: Dec. 2024 - Jan. 2025 **Project Summary**: Set 2 Close provides HubSpot onboarding services for a financial services company. The team is responsible for offering on-screen directions and meeting with the client to answer questions about the platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Marketing Director, Advisor's Resource Company - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 13, 2025 **Feedback Summary**: Set 2 Close's work helped the client track their email platform performance metrics through HubSport. The team conducted weekly meetings, promptly responded to any questions via email, and demonstrated an impressive individualized approach that helped the client better understand how to use HubSpot. ""Set 2 Close's individualized approach helped me better understand how to use HubSpot."" **BACKGROUND** Please describe your company and position.I am the Marketing Director of Advisor's Resource CompanyDescribe what your company does in a single sentence.We help advisor's grow their life insurance business.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hubspot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGood value for costReferred to meCompany values alignedHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The Chrome Extension was like Hubspot with training wheels! The on-screen, highlighted directions made it super easy to navigate Hubspot quickly and efficiently. Each week I met with Kyle and Ari to answer any questions that I had. It couldn’t have been easier! **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Helped me track my email performance metrics through HubSpot. Describe their project management. Did they deliver items on time? How did they respond to your needs?In addition to our weekly meetings, Kyle and Ari were prompt to respond to any questions I had via email. What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Set 2 Close's individualized approach helped me better understand how to use HubSpot.Are there any areas for improvement or something Set 2 Close could have done differently?I was completely satisfied! --- #### HubSpot Onboarding for Healthcare Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Dec. 2024 - Jan. 2025 **Project Summary**: Set 2 Close provided HubSpot onboarding services for a healthcare company. The goal was to ensure end-customer success for the client's startup. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Product Lead, Solara Health - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 10, 2025 **Feedback Summary**: Set 2 Close helped the client establish a solid foundation for automation and a knowledge base. The team also provided excellent training. The client was impressed with Set 2 Close's ability to pivot and accommodate their unique needs. Set 2 Close's flexibility and quick learning were notable. ""Their ability to pivot when they learned about our unique needs was impressive."" **BACKGROUND** Please describe your company and position.I am the Product Lead of Solara HealthDescribe what your company does in a single sentence.Combining Evidence–Based Treatment with Artificial Intelligence to Address the Health Care Crisis. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Hubspot Onboarding **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set2Close provided us with onboarding into HubSpot. They made sure we had a solid foundation in place so we could ensure customer success for our startup. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Solid foundation for automations and a knowledge base, provided great training.Describe their project management. Did they deliver items on time? How did they respond to your needs?We were skeptical at first, but when we did the project kickoff, the PM was able to pivot and accomadate our needs. They also brought in other team members when different expertise was needed, which helped us all understand that this was the right fit.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Their ability to pivot when they learned about our unique needs was impressive.Are there any areas for improvement or something Set 2 Close could have done differently?Minor issue, but would have been nice if they could have been more aware of our business use case before we started engaging. They were flexible, however, and caught up quicky. --- #### CRM Consulting & SI for Education Company **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: Sep. 2024 - May 2025 **Project Summary**: Set 2 Close provides CRM implementation services for an education company. The team has integrated HubSpot's Content Hub, Sales Hub, and Service Hub into the client's operations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Department Director, Teach Like a Champion - Industry: Education - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Dec 10, 2024 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client has successfully adopted HubSpot. The team is responsive and delivers on time, communicating primarily through virtual meetings. Their wealth of resources regarding CRM best practices has impressed the client, resulting in a positive engagement. ""Their consultants helped us with various questions at our pace."" **BACKGROUND** Please describe your company and position.I am a Department Director of Teach Like a ChampionDescribe what your company does in a single sentence.Supporting education with texts, trainings, curriculum, digital products, and consulting partnerships. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Implement a CRM at an existing company **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Implement Content Hub, Sales Hub, and Support Hub for Hubspot **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Our company using Hubspot CRM successfullyDescribe their project management. Did they deliver items on time? How did they respond to your needs?Always on time; Always responsiveWhat was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Their consultants helped us with various questions at our pace. They have provided us with a wealth of resources and the next steps for where we can continue growing our CRM best practices. We have a roadmap for continued work, and they are being patient as we continue to implement the fundamentals of Hubspot.Are there any areas for improvement or something Set 2 Close could have done differently?None- ideal vendor --- #### HubSpot CRM Integration for Economic Development Nonprofit **The Project** - Services: CRM Consulting and SI, Content Marketing, Sales Outsourcing - Project size: $50,000 to $199,999 - Project length: Aug. 2024 - Ongoing **Project Summary**: Set 2 Close provides HubSpot CRM integration services for an economic development nonprofit organization. The goal is to create a sales pipeline for business attraction. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Manager, Nonprofit - Industry: Non-profit - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Dec 4, 2024 **Feedback Summary**: Thanks to Set 2 Close's efforts, the client now has a fully operational business attraction funnel. The team is highly responsive and available throughout the engagement. Moreover, they've delivered items on time and communicated effectively via virtual meetings. ""The team at Set 2 Close was always available and more than happy to lend assistance in any way possible."" **BACKGROUND** Please describe your company and position. I am the Manager of a non-profit company Describe what your company does in a single sentence.Provides economic development resources and outreach for the city of Rapid City. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Launch HubSpot for attraction efforts **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGood value for costReferred to meHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Creating a sales-type pipline for business attraction. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We now have a funnel for business attraction that is fully operational.Describe their project management. Did they deliver items on time? How did they respond to your needs?YesWhat was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?The team at Set 2 Close was always available and more than happy to lend assistance in any way possible.Are there any areas for improvement or something Set 2 Close could have done differently?None that I can think of at this time. --- #### Migration Services for Real Estate Company **The Project** - Services: CRM Consulting and SI, Content Marketing - Project size: Less than $10,000 - Project length: Sep. - Nov. 2023 **Project Summary**: A real estate management company hired Set 2 Close to migrate their Salesforce to Hubspot. The team was responsible for migrating customer lists to the new platform and ensuring all dependencies were linked. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 4.5 **The Reviewer** Marketing Director, Occidental Management - Industry: Real estate - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jun 20, 2024 **Feedback Summary**: Set 2 Close successfully transitioned the CRM database from Salesforce to HubSpot. They also helped link dependencies from the website to the database. The team delivered everything on time and was very responsive to their needs. ""They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives."" **BACKGROUND** Please describe your company and position.I am the Marketing Director of Occidental ManagementDescribe what your company does in a single sentence.We are a Commercial Real Estate Management Company. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Transition from Salesforce to HubspotMake sure our customer lists are movedMake sure any dependencies on our website are linked **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Transition from Salesforce to Hubspot **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They successfully transitioned our CRM database from Salesforce to Hubspot. Also, helped us link dependencies that were linked from our website to our database. Helped with some training and creating active vs. static lists. Describe their project management. Did they deliver items on time? How did they respond to your needs?They delivered ontime and were very responsive to our needs. What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives.Are there any areas for improvement or something Set 2 Close could have done differently?Not sure what I would have them do to improve. Maybe follow up with us periodically to see if there is any additional training or needs we may have.  --- #### Business Consulting for Mining CompanyV **The Project** - Services: Business Consulting - Project size: Confidential - Project length: Jan. - Dec. 2023 **Project Summary**: Set 2 Close worked with a mining company to find interested financing partners from various industries. The goal was to foster more partnerships and business relationships with prospects. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Ares Strategic Mining - Industry: Manufacturing - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — May 31, 2024 **Feedback Summary**: Thanks to Set 2 Close, the client was able to build relationships with more businesses that aligned with their vision and goals. They led productive discovery meetings and communicated regularly to ensure transparency. Their effective communication and ability to deliver on their promises stood out. ""We were impressed with their concerted effort to ensure they were delivering what we wanted, even over a protracted period of time."" **BACKGROUND** Please describe your company and position.I am the CEO of Ares Strategic MiningDescribe what your company does in a single sentence.The only fluorspar mine in the U.S. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Production **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meCompany values alignedHow many teammates from Set 2 Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set2Close sourced our company interested financing partners from multiple different industries, and found synergies with our company and its ambitions and that of partners we would never have otherwise thought to collaborate with **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Many more partnerships and several valuable ongoing business relationships Describe their project management. Did they deliver items on time? How did they respond to your needs?Initial discovery meetings were followed by very regular interfacing so goals and deliverables kept up to date with the changing business environment and the related requirements. What was your primary form of communication with Set 2 Close?In-Person MeetingVirtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?We were impressed with their concerted effort to ensure they were delivering what we wanted, even over a protracted period of timeAre there any areas for improvement or something Set 2 Close could have done differently?No. --- #### Pipeline, Lead Gen & Business Consulting for Consulting Co **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: Less than $10,000 - Project length: Mar. - Apr. 2024 **Project Summary**: Set 2 Close provided sales pipeline consulting, lead generation, multi-channel prospecting education, and business development for a health and safety consulting company. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Principal, Health & Safety Consulting Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Apr 10, 2024 **Feedback Summary**: Set 2 Close helped the client develop a sales system that worked well. The client learned much about objection handling, mindset, sales approaches, and prospecting. The team completed everything on time and to expectations, all within a friendly and supportive approach. Their knowledge stood out. ""Their approach was friendly and supportive. We found our consultant knowledgeable and well-versed."" **BACKGROUND** Please describe your company and position.I am the Principal of a Health and Safety Consulting Company.Describe what your company does in a single sentence.Occupational Health & Safety Consulting. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Develop a reliable sales pipelineCreate effective lead generation and prospectingIncrease overall sales growth **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Great culture fitSolid Referral SourceHow many teammates from Set 2 Close were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Set 2 Close helped us with sales pipeline consulting, lead generation, multi-channel prospecting education, and business development. Deliverables were educational in nature. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They helped us develop a sales system that has been working well for us. In addition, we learned quite a bit about objection handling, mindset, sales approaches, and prospecting.Describe their project management. Did they deliver items on time? How did they respond to your needs?No issues with project management. Everything occurred on time and to expectations.What was your primary form of communication with Set 2 Close?Virtual MeetingWhat did you find most impressive or unique about this company?Their approach was friendly and supportive. We found our consultant knowledgeable and well-versed in the topics he was speaking to.Are there any areas for improvement or something Set 2 Close could have done differently?None for now. --- #### CRM Consulting for Software Company **The Project** - Services: CRM Consulting and SI, Generative AI, Marketing Strategy - Project size: Confidential - Project length: May - Dec. 2023 **Project Summary**: Set 2 Close provided CRM consulting services for a software company. The integrated HubSpot, held training sessions for sales and marketing teams, optimized workflows, and implemented automation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CRO, Software Company - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review **The Review** — Jan 17, 2024 **Feedback Summary**: Thanks to Set 2 Close, the client experienced measurable outcomes in terms of conversion rates, qualified leads, and conversion efficiency for the client. They demonstrated a deep understanding of B2B sales dynamics and customized solutions. Their adaptability and responsiveness were noteworthy. ""Set 2 Close demonstrated a deep understanding of B2B sales dynamics and intricacies."" **BACKGROUND** Please describe your company and position.I am the CRO of a software company.Describe what your company does in a single sentence.From real-time visibility to sales enablement, Logixboard arms you with the software and services to deliver a remarkable digital customer experience and compete against digital-first forwarders and large multinationals. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Increase CRM (hubspot) AdoptionAutomate sales tasksAccurately report and measure sales **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGreat culture fitGood value for costHow many teammates from Set 2 Close were assigned to this project?6-10 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Integration with Existing Systems:Integrate HubSpot with other tools and platforms in your tech stack. Enable smooth data flow between HubSpot and your marketing, sales, and customer support systems. Training and Onboarding: Provide comprehensive training sessions for your sales and marketing teams. Create educational materials and documentation for ongoing reference. Offer continuous support during the onboarding process. Workflow Optimization: Streamline sales and marketing workflows for maximum efficiency. Implement automation to reduce manual tasks and improve productivity. Optimize lead nurturing processes to enhance conversion rates. Reporting and Analytics: Set up customized dashboards and reports to track key performance indicators. Provide insights into the effectiveness of your sales and marketing efforts. Enable data-driven decision-making for continuous improvement. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Increased Lead Conversion Rates: Measure the percentage increase in leads converting into qualified opportunities.Track improvements in the conversion efficiency of the sales pipeline. Shortened Sales Cycle: Monitor the time it takes for leads to progress through the sales pipeline. Aim for a reduction in the average sales cycle duration. Improved Deal Win Rates: Measure the percentage of deals won compared to the total number of opportunities. Track the impact of HubSpot implementation on closing more deals. Enhanced Sales Team Productivity: Assess the time saved by the sales team through streamlined workflows and automation. Measure the increase in the number of deals each sales representative can handle. Better Lead Quality: Evaluate the quality of leads generated through improved lead scoring and qualification.Describe their project management. Did they deliver items on time? How did they respond to your needs?Timely Delivery: Set2Close established a well-defined project timeline, outlining key milestones and deadlines. They consistently delivered items according to the agreed-upon schedule, ensuring a smooth and timely implementation. Proactive Communication: The project management team at Set2Close maintained open and transparent communication channels. Regular status updates, progress reports, and proactive issue resolution kept us informed and assured of the project's trajectory. Adaptability and Flexibility: Set2Close demonstrated a high level of adaptability to evolving project requirements and unforeseen challenges. They were quick to adjust strategies, accommodating our changing needs without compromising the overall project timeline. Responsive to Feedback: Set2Close actively sought and welcomed feedback at various stages of the implementation. They responded promptly to any concerns or suggestions, ensuring that our input was considered and addressed promptly.What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Set 2 Close demonstrated a deep understanding of B2B sales dynamics and intricacies. This ensured that the HubSpot implementation was finely tuned to our unique requirements. Their expertise in aligning the platform with B2B strategies was evident in the customized solutions designed to enhance our sales processes. Strategic Alignment: The company exhibited a keen ability to align the HubSpot implementation with our overarching business and revenue growth strategies. Their focus on understanding our goals and tailoring the solution to meet those objectives highlighted a strategic and results-driven approach. Proactive Problem Solving: Set2Close's proactive approach to problem-solving was particularly notable. They anticipated challenges and were quick to provide effective solutions, minimizing any potential disruptions. Their ability to navigate complexities with agility showcased a commitment to delivering a seamless and efficient implementation.Are there any areas for improvement or something Set 2 Close could have done differently?Not that I can particularly think of. --- #### Sales Program Dev for Creative Agency **The Project** - Services: Business Consulting, Other Digital Marketing - Project size: $10,000 to $49,999 - Project length: May - Aug. 2022 **Project Summary**: Set 2 Close provided a creative agency with sales program development services, including sales consulting and structure implementation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Dingus and Zazzy - Industry: Advertising & marketing - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Aug 24, 2022 **Feedback Summary**: Set 2 Close helped the client increase their sales and implement a clear structure for their sales team. The client commended the vendor's motivated team, who strived hard to achieve the project's goals. They also appreciated how the vendor facilitated an excellent workflow between both parties. ""Their personalities were aligned with ours. They were motivated people who would stop at nothing to achieve the goal."" **BACKGROUND** Please describe your company and your position there. I'm the CEO of Dingus and Zazzy. We're an unlimited marketing department that companies hire for a flat rate per month for less than the cost of one employee. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Set 2 Close? Sales consulting and structure implementation. **SOLUTION** How did you select this vendor and what were the deciding factors? They reached out, we chatted and the rest is history. Describe the project in detail and walk through the stages of the project. I won't give away their secret sauce, you'll have to hire them for that. All I can say is that our sales went up and can point to key ideas and implementations from the set 2 close team for the increase. How many resources from the vendor's team worked with you, and what were their positions? I don't remember exactly. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Yes. The outcome = my sales went up and my sales team had structure moving forward. How effective was the workflow between your team and theirs? Very. What did you find most impressive or unique about this company? Their personalities were aligned with ours. They were motivated people who would stop at nothing to achieve the goal. Are there any areas for improvement or something they could have done differently? I hired experts to get the job done. I don't know what I could tell experts to improve their craft. --- ## Portfolio & Awards ### Sales Systems Build Before working with Set 2 Close, Hypergen found itself “all over the place” due to being founder-led. They had a more inconsistent closing approach and lacked enough time to really follow through/follow up. They didn’t have a formal process, lacked organization, and struggled to integrate other team members to assist where needed. Lastly, they had a CRM but weren’t actively filling it and didn’t know how to structure it allowing it to be an expense instead of a revenue-generatingtool.  We began by studying & understanding Hypergen’s market, persona & buyers’ journey. This allowed us to build the foundational knowledge we needed to prepare an ideal sales process for a designated business development role that would be hired in the future.   We developed a sales playbook that entailed the full sales strategy from front to back. This included how to communicate with the target market, their typical journey from unaware to purchase & where we needed to instill touchpoints & communication to keep them flowing down the funnel optimally & more.   We built out a Hubspot CRM to support the sales playbook. We built a buyer-centric pipeline containing automated email sequences & touch points. We integrated all meeting links, calendars, email, calling & sms within the CRM for full performance transparency. Among many other things, we developed automated actions that enabled the salesperson to work as efficiently as possible such as notifications when a prospect takes a key action with their content, automated lead scoring to prioritize outreach & other automatic tasks to keep the salesperson focused on productivity.   We then recruited the best candidate for Hypergeen through our extensive recruitment process using psychometric testing & role-playing interview methods to find the best fit for the new sales system. ### Pipeline Growth Package $6M Of New Pipeline In Under 8 Months Through the comprehensive sales transformation initiatives implemented in partnership with Set2Close, Biocybernaut achieved remarkable success in driving growth and expanding their sales pipeline. By optimizing their sales processes, integrating robust CRM and automation tools, recruiting a high-performing sales team, and leveraging fractional sales leadership, the company was able to add an additional $6 million to their pipeline in under 8 months. Pipeline Growth Biocybernaut added $6 million in new sales pipeline in less than 8 months, a testament to the effectiveness of the sales optimization strategies implemented with Set2Close. Months The company achieved this remarkable pipeline expansion in just 8 months, showcasing the agility and impact of the sales transformation initiatives. The integrated approach of process optimization, technology integration, talent development, and strategic sales leadership enabled Biocybernaut to unlock significant growth opportunities and position themselves for long-term success. The company's sales team was empowered with the necessary tools, resources, and expertise to effectively engage with their target market, resulting in a substantial increase in qualified leads, conversion rates, and ultimately, a robust sales pipeline that set the stage for accelerated revenue growth. ### SaaS: Revenue Operations & HubSpot Optimization The Challenge Airlock Digital, a leading global cybersecurity firm, faced significant challenges with their existing HubSpot setup. Initially using HubSpot without a set process or practices, they identified scalability issues as they sought to rapidly accelerate their growth across all markets in 2023. Many sales processes were manual and lacked automation, leading to inefficiencies. Additionally, there was no effective way to manage customer success, and crucial financial software like Maxio was not integrated with HubSpot, resulting in poor financial and revenue reporting. The team needed a comprehensive overhaul to support sales, marketing, and customer service functions. The Solution To address these challenges, Airlock Digital partnered with Set 2 Close, a leading revenue growth agency specializing in RevOps. Set 2 Close quickly identified the scalability issues and commenced a long-term project to overhaul HubSpot. They automated several manual processes, including lead assignment, follow-up reminders, renewals, and various pipeline management tasks. Customized reporting was implemented to meet Airlock’s specific needs, integrating Maxio for finance and End Point Usage for customer data. Advanced features like automated lead scoring, customized dashboards, and integrated communication tools were introduced. Multiple rounds of testing ensured the customizations aligned with the team's needs. Niko Bielovich, COO of Airlock Digital, stated, 'On the first call, Set 2 Close showed us they were experts, and that's what we wanted. I trust them fully, they’ve delivered on every single thing we needed to accelerate our RevOps systems.' The Results The implementation significantly enhanced both sales and customer service operations. The company's ability to manage customer relationships and scale its sales processes improved, enabling more efficient and effective growth strategies. Sales rep efficiency and productivity increased by 20%, annual recurring revenu ### Manufacturing: HubSpot Migration & Sales Systems   OVERVIEW Metal Building Outlet (MBO) is a prominent player in the metal building industry. Impacted Sales Efficiency and Productivity The dysfunctional CRM system diverted the sales team's focus from their primary goal of selling, as they spent significant time troubleshooting issues and logging support tickets.  Dysfunctional HubSpot CRM Implementation MBO was facing challenges with a poorly implemented HubSpot CRM system that hindered their sales team's efficiency and productivity.  CHALLENGES Poor HubSpot Implementation Previous agency's implementation led to significant challenges Inability to Progress Deals Sales reps struggled to move deals through the pipeline Convoluted Workflows Overly complex and broken workflows hindered sales team Support Ticket Overload Sales team spent time troubleshooting issues instead of selling RESULTS Support Tickets Reduced Daily support ticket volume plummeted from 20-30 to virtually zero within the first two weeks Sales Cycle Time Decreased Average sales cycle time dropped dramatically from over 100 days to just 30 days Increase in Sales Velocity Sum Sales Velocity were increased by 349%.   ### Clutch Awards - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_hubspot_partner__consultant_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/clutch_100_2025_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_hubspot_partner__consultant_canada_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_crm_consulting_company_canada_2026.svg) ### Industry Recognitions - Certified B Corporation - Video Testimonials - HubSpot Elite Partner - Global Recognition Award - Revenue as a Service ## Key Clients - Airlock Digital - Metal Building Outlet - Pet Resort Hospitality Group ## Packages ## About the Team ### Our Story We’re Set2Close: a HubSpot Elite RevOps team built of sales, marketing, reveue system builders and CRM experts who strategize, implement and train. We have done 500+ HubSpot and CRM implementations and help build scalable sales and marketing systems for B2B companies. Our history includes fast 3‑month rollouts, B2B client wins (clients reporting up to 40% ARR growth) and top industry rankings. ### What Sets Us Apart - Unmatched Experience: Our team has over 150 years of combined experience in B2B Sales and Marketing consulting. We have implemented CRM and sales process for over 500 companies. We know how to build scalable systems, drive adoption, and create predictable revenue for organizations just like you. ### Quick Facts - 88 Verified Clutch Clients - 5 years in business ### Tools and Technology - Zoho CRM - HubSpot - Salesforce - RingCentral - Zapier - AWS - Google Cloud Platform - Power BI - Pipedrive - Freshsales - Mailchimp - Constant Contact ### Commonly Asked Questions **Can Set2Close help shorten a complex B2B sales cycle?** Absolutely. We specialize in identifying and removing friction points that stall deals. Through strategic multi-threading and proactive objection handling, we help our clients navigate complex stakeholder environments faster. Our goal is to decrease your Customer Acquisition Cost (CAC) while increasing the velocity of your sales engine. **What kind of ROI can a company expect when partnering with Set2Close?** While results vary by industry, our primary focus is scalable, predictable growth. Beyond just generating immediate pipeline, we build a repeatable sales infrastructure for our clients. Many partners see a significant lift in qualified opportunities within the first 90 days, ultimately leading to a more sustainable and less volatile revenue stream. **What makes your outbound sales approach different from traditional cold outreach?** We’ve replaced "volume-heavy" spam with intent-driven precision. Set2Close utilizes advanced data signals and personalized messaging that resonates with decision-makers at a human level. By combining cutting-edge sales tech with a deep psychological understanding of the buyer's journey, we achieve response rates that significantly outperform industry averages. **What's your approach to communication and reporting?** We operate on a "No Surprises" policy. We believe that high-growth sales engines require real-time feedback loops, not just once-a-month PDF reports. Our communication framework is built on three pillars: Real-Time Collaboration: Upon onboarding, we move your team into a dedicated Slack or Microsoft Teams channel. This allows for instant feedback on lead quality, quick pivots in messaging, and immediate celebration of wins. Live Performance Dashboards: You’ll have 24/7 access to a customized data dashboard. We track the metrics that actually move the needle—not just "open rates," but positive reply rates, meeting-to-opportunity conversions, and pipeline value generated. Strategic Review Calls: Beyond the day-to-day, we hold bi-weekly or monthly strategic syncs. During these sessions, we analyze market sentiment, review common objections we’re hearing in the field, and refine our targeting to ensure we are staying ahead of your competitors. We view ourselves as an extension of your internal team; if you feel like you have to "check in" on us, we aren't doing our job. Our goal is to provide such clarity that you always know exactly where your investment is going. **Which CRMs do you specialize in?** As HubSpot’s fastest-growing Elite Partner, we are world-class specialists in the HubSpot ecosystem. However, our primary goal is to ensure your "Revenue Stack" works for you, regardless of the platform. Our expertise includes: HubSpot (Elite Partner): We provide full-scale implementations, migrations, and custom RevOps architecture. We specialize in turning "messy" HubSpot portals into high-velocity sales engines. Salesforce: We frequently work with clients to optimize their Salesforce environments or manage seamless Salesforce-to-HubSpot migrations. Alternative CRMs: We have extensive experience integrating and managing data across platforms like Pipedrive, Zoho, and Copper. Sales Tech Stack Integration: Beyond the CRM, we bridge the gap between your data and your outreach tools, including Apollo, Clay, Aircall, and LinkedIn Sales Navigator. Whether we are building a system from scratch or optimizing your existing setup, we ensure your CRM acts as a single source of truth for your entire sales organization. ## Verification Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services. - Verified Client Reviews: 89 - Overall Review Rating: 5.0 Last Updated: 2026-06-09T18:20:35Z ### Business Entity - Business Entity Name: Rowse Enterprises Inc. - Source: Canada's Business Registries - Jurisdiction of Formation: Canada - Date of Formation: November 16, 2012 - Status: Active - Last Updated: November 1, 2024 - ID: BC0955396 ### Credit Report Results - International Credit Risk Assessment: Very Low Risk - Source: Creditsafe - Last Updated: November 1, 2024 ## Locations (1) ### kamloops, Canada (Headquarters) - Rue Cheval Noir - kamloops, BC V0K - Canada - 10 - 15 employees - Phone: 1 (604) 700-7719 ## Connections - Derek Shanks (Alaska Seaplanes) - Chris Kemp (Amara) - Jeff South (HART Machine Tool) - Zabe Siddique (Loop ERP) - Albert Dip (Lynstera) - Mushfiqur Rahman (PFD Style Corp.) - Jane Zamora (Prime Design & Build) - Maddie Fraser (Prime Design & Build) - Adam Beatty (Promatic Software) - Subhan Alam (Set 2 Close | B Corp™) - Martina Moss (SimulEYE) - Michael Rappaport (Strategic Financial Solutions) - Michaela Lamb (Sycamore Leaf Solutions) - Sarfraz Ghaus (TekProwess LLP) - Sonoma Jay (Tincher Consulting & Inspection Services) - Jennie Rush (Top Down CPM) - Rich Wilson (VIBE Media) - Daniel Schultz (Vision on Division) - Amanda Totchek (Woodshed Burgers) ## Contact Set2Close [Send a message](https://clutch.co/profile/set2close) ### Connect on Social - [LinkedIn](https://linkedin.com/company/set-2-close) - [Facebook](https://www.facebook.com/Set2Close/) - [X](https://x.com/set2close) - [Instagram](https://www.instagram.com/set2close/)