Set2Close

BACKGROUND

Please describe your company and position.

I am an executive at Kintarra Tech

Describe what your company does in a single sentence.

We provide IT services focused on data centers and end of life it asset disposition. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• Brand Awareness
• New Service Line Announcement
• Schedule an Assessment

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Referred to me

How many teammates from Set 2 Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Set 2 Close assisted us on setting up our Hubspot account and trainign us on how to execute specific campaigns, and measure deliverables. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were able to execute the campaigns we wanted to and feel confident in executing more campaings, on our own, moving forward. We also got some advice on best practices and how most people utilize the platform for maximum efficiency. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Set 2 Close was very responsive. They provided an accountability approach that left us with assignments each week to keep the goals moving forward and to enhance our knowledge of the platform more deeply. When we needed to reschedule meetings, they were very flexible in accomodating our schedules. 

What was your primary form of communication with Set 2 Close?

Virtual Meeting

What did you find most impressive or unique about this company?

They offered more of a "teach you to fish" approach instead of trying to take the role of the fisherman. 

Are there any areas for improvement or something Set 2 Close could have done differently?

No, they were great. 

BACKGROUND

Please describe your company and position.

I am the Business Manager of Market Square Tech

Describe what your company does in a single sentence.

MarketSquare Tech develops specialized software solutions that enhance retail and food service operations through seamless point-of-sale integration.

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?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Set 2 Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Set 2 Close was contracted to provide HubSpot onboarding services through their Set 2 Start program. Onboarding is a mandatory part of getting started with HubSpot and their provided guidance through the process, free of charge. This helped us save $2-5k and got us moving on the right path.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We did not have predefined metrics outlined to demonstrate the successful implementation of the project. Our only goal was to get invested enough in HubSpot to set it up and utilize it for daily business activities. In this regard they succeeded with high marks.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Set 2 Close team is something of a unicorn amongst HubSpot Partners. They provide a free service called "Set 2 Start" that lets you basically skip the standard $2-5k setup costs when getting started with HubSpot. This makes getting started with HubSpot much more accessible to small businesses like ours. As part of this process, they have a series of meetings and give you access to tools that all guide you through the process of getting started. HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point avoid getting lost in the process. 

What was your primary form of communication with Set 2 Close?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The team's attitude and dedication to support were shocking, considering they offered a free service. One of our core values as a business is service with a smile, and as rare as that may be becoming, Set 2 Close emulated it wonderfully. They didn't treat us any less for not being one of their paying customers. Maybe it was because they saw us as a future customers. Maybe they just understand the gratification that selfless service brings. Either way, they provided an extraordinary experience that has made us want to work with them again, in the future. Our Onboarding Specialist, Matt, was a joy to work with and went above and beyond to make sure I was staying the path and progressing along my journey. Matt displayed extensive technical knowledge of HubSpot and would easily outmatch 20 Fiverr or UpWork hires for any business thinking they could optimize this with discounted ‘talent.’. He always brought a bright attitude that motivated me to keep pushing until I achieved our outlined goals. We plan to contract them for further work, as our business grows, and if you have the means to make it happen, I recommend you utilize their expertise to the highest possible degree. I look forward to seeing what they can help us accomplish as we work toward our goals.

Are there any areas for improvement or something Set 2 Close could have done differently?

A tool that they used could include a few more things and be formatted for video expansion a bit better, but their service was incredible and while all things in life can be improved, there was no part that was lacking in excellence.

BACKGROUND

Please describe your company and position.

I am the Head of Partnerships & Operations of OpenNetworks

Describe what your company does in a single sentence.

OpenNetworks is an innovative healthcare platform designed to create a transparent, flexible, and efficient marketplace. It empowers providers to curate their own networks, enables direct contracting between employers and providers, and integrates third-party solutions to streamline operations. By removing intermediaries and standardizing rate structures, OpenNetworks reduces friction, enhances data transparency, and delivers cost-effective solutions. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• Set up Hubspot
• Create new pipelines
• Align with network expansion and sales process

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Set 2 Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

This Statement of Work outlines the scope, objectives, and deliverables for the first phase of Set 2 Close's engagement with OpenNetworks. The primary focus of this phase is to audit the current sales and recruitment process, map out the desired process, implement necessary changes to optimize sales and operations within HubSpot, and provide training for the necessary team members.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

A working CRM on hubspot and new sales pipelines for OpenNetworks 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very timely and on top of scheduling and process. They responded to all our needs.

What was your primary form of communication with Set 2 Close?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The team! 

Are there any areas for improvement or something Set 2 Close could have done differently?

No yet. 

BACKGROUND

Please describe your company and your position there.

Green Pest Management is a Delaware based, general pest control company that focuses on residential customers. I am the VP of Sales and Marketing for the organization.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close, and what were your goals?

We contracted with set 2 close to assist in our recruitment infrastructure and digital marketing geared toward targeting sales rep candidates. The goals were to increase staff bandwidth in managing our applicant volume and reach a wider audience for sales candidate sourcing via facebook, tik tok, etc.

SOLUTION

How did you select this vendor and what were the deciding factors?

Jordan was extremely knowlegable about building a process that helped to capture our recruiting information and allow us to automate a large portion of the front end of the contact and applicant process. He had accessability and knowledge of tools unbeknownst to us at the time.

We had been utilizing linkedin as part of our strategy and were deciding at the time to let that subscription lapse and reinvest those dollars into better tools for the organization. We ultimately decided that the reinvestment into those tools and Set 2 Close to construct and aid in the setup and execution of the program would be beneficial to us both short and long term.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Set 2 Close implemented the Breezy HR recruitment platform, Criteria testing, and assisted in completing the groundwork functionality of the program prior to our using the system. They aided in construction of the templates for our correspondence, reviewed our candidate facing materials and contracts, offered advice on improvement of key aspects in those documents, and are (still) assisting in our online marketing recruitment through digital spaces.

They helped me understand and process the Criteria information for our candidates through the testing vehicle they utilize themselves. There is much they provided in addition that I am sure I am not including here. They aboslutely went above and beyond (and still are) to make this project a real success and improve our business fucntions and productivity.

How many people from the vendor's team worked with you, and what were their positions?

We worked with around four people from Set 2 Close.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The breezy system and criteria tests are already showcasing it's power to automate and save time on the front end of the applicant screening and scheduling process. The digital recruitment advertising is still developing.

Describe their project management style, including communication tools and timeliness.

Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible to answer any questions. They continue to be a resource in developing our program and refining our tools.

What did you find most impressive or unique about this company?

Jordan's accessibility and relatability as well as their culture and values were very impressive and showed through in their work.

Are there any areas for improvement or something they could have done differently?

Nothing at this time.

BACKGROUND

Please describe your company and your position there.

I'm the Founder and CEO of Tressl. Tressl is a software-as-a-service platform that automates and streamlines B2B agreement transactions primarily in the energy and infrastructure space.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close?

We are a startup selling a technology product to the hardest industries to sell technology to - Energy and infrastructure. The sales process is very long and complex. There are multiple stakeholders and approval stages. We have struggled through the lifecycle of our company to create repeatable ways to navigate this gruelling process.

SOLUTION

How did you select this vendor and what were the deciding factors?

We wanted to work with a group with a strong reputation and Set2Close came highly recommended.

Describe the project in detail and walk through their service package.

Although we already had many of the components of a good sales process, we really needed to take it to the next level. Set2Close has helped refine our sales process by sharing valuable insights about our market's needs. They've also taught us how to properly leverage tools like HubSpot and PandaDoc to shorten sales cycles.

How many resources from the vendor's team worked with you, and what were their positions?

We are currently working with their CEO and a member of the client success team.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The systems that Set@2Close are helping us set up are already starting to take unnecessary manual steps out of our sales process, freeing up our sales rep's time to redeploy to other duties. This will allow our team to move further, faster, with less human effort.

How effective was the workflow between your team and theirs?

The workflow and communication between their team and ours have been air tight so far.

What did you find most impressive or unique about this company?

Their willingness to help our business in any way that they can. They weren't trying to force us down a pathway that worked best for them. Every step has been focused on what our business requires.

Are there any areas for improvement or something they could have done differently?

I can't think of anything at this point.

BACKGROUND

Please describe your company and your position there.

I am the co-founder and CDO of a clean technology start-up specializing in smart, living air purification solutions.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close, and what were your goals?

We were launching a non-consensus, functionally complex air purification solution post-pandemic to a corporate environment that had yet to emerge from its 2 year hiatus. Our goals were to generate pilot projects, testimonials, and client traction within our target markets.

SOLUTION

How did you select this vendor and what were the deciding factors?

Set2Close was proactive, politely and concise in their organization and optimization of our collective team. They did not allow us to wait for something good to happen, they were actively engaged in pushing us towards positive results. We were able to move quickly.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

Set2Close learned about the inherent technology, the associated risks, the path to market, the potential customer base and our in-house team. They were pragmatic in our deliverables and made sure that we were set up for success when deploying pilot projects and engaging with our end customers. The leveraged email campaigns, linkedIn, Instagram, and facebook channels for outreach and engagement. This was iterative and continually measured and managed to ensure maximum returns.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with 4 representatives from Set2Close. From graphics design and email outbound to an operations manager and CEO, we always were well supported and connected to this team through our engagements.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Our social media channels have found their voice, and their brand and have grown in followers each month since our engagements. During this time, the ways in which we have been connecting with potential customers has become more meaningful and efficient in terms of time required to obtain them and traction towards closed sales deals.

How effective was the workflow between your team and theirs?

Exceptionally efficient. They were available on short notice despite their busy schedules which was impressive. We feel well supported through channels such as Whatsapp where Set2Close will answer quick questions with accuracy and speed.

What did you find most impressive or unique about this company?

Set 2 Close empowers, enables, and breeds successful outcomes. They are able to leverage efficiency tools and tricks without losing the human connection and empathy that is so frequently overlooked in our automated world. As a company looking to improve the emotional and physical happiness of customers, Set2Close sets a high standard of performance and outcomes.

Are there any areas for improvement or something they could have done differently?

No. Unless they can clone their team. That would be nice.

BACKGROUND

Please describe your company and your position there.

I am the co-founder of Hypergen, a one-stop shop for all your cold email needs.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close?

We were looking to hire our first salesperson and Set 2 Close was hired to help us find them, lead them through the hiring process, and set them for success with the proper processes.

SOLUTION

How did you select this firm and what were the deciding factors?

They were referred to us by one of our clients.

Describe the project in detail and walk through their service package.

The team was responsible for helping us find and recruit the right sales rockstar. Going through a detailed interview process, assessing their personality, and character.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with 2 main points of contact. One was the co-founder, and the other was their marketing genius.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

These guys are beyond amazing. They go out of their way to overdeliver. When we were working with Jordon he didn't settle for anything less than A-talent when we were on the look for our first sales hire. His team did a fantastic job setting up our flows on Hubspot and detailing out what we need to prepare as cadences and onboarding materials for when our first sales comes in.

How effective was the workflow between your team and theirs?

We talk weekly and via WhatsApp. Super-responsive team :).

What did you find most impressive or unique about this company?

You just rarely find people that are good at sales. And Set 2 Close are at the top of what they do. It's not a surprise recruiting sales talent, managing, and setting them up for success. They did it effortlessly for us.

Are there any areas for improvement or something they could have done differently?

None

BACKGROUND

Please describe your company and your position there.

Brand & Business Development Lead. We Specializes in management consulting, ERP implementations and tech for large North American construction companies.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close?

Set 2 Close was hired for B2B lead gen/outbound sales and sales consulting.

SOLUTION

How did you select this firm and what were the deciding factors?

Jordon reached out to our CEO and once we met with the team, it was clear they understood our goals and were able to help us develop a plan to achieve these together.

Describe the project in detail and walk through their service package.

The S2C team members responsible for our account integrated into our business seamlessly. We aligned on targeting, positioning, goals and knowledge of our offering and industry. The S2C team them pursued leads to book qualified meetings and demos with our team. The team used several resources, including ActiveCampaign, LinkedIn and Zoominfo.

How many resources from the vendor's team worked with you, and what were their positions?

Jordon, the CEO did some consulting for us. A team of 3-4 was onboarded for lead gen, much as if they were in an SDR/BDR role for our business.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

The S2C team aligned us with some great qualified leads, and some turned into fantastic clients!

How effective was the workflow between your team and theirs?

Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.

What did you find most impressive or unique about this company?

The people we worked with from this team are just all-around great people. It felt like working with good friends while also working towards goals effectively.

Are there any areas for improvement or something they could have done differently?

No feedback!

BACKGROUND

Please describe your company and your position there.

Chemical manufacturing and distribution company

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close, and what were your goals?

Set 2 Close was hired to assist us with several initiatives, including sales recruitment, sales management, digital and social media marketing and CRM implementation. Our goal was to build a stronger sales and marketing process and drive new business.

SOLUTION

How did you select this vendor and what were the deciding factors?

We connected on social media and entered into a discussion on how their services could benefit our company.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

As mentioned in the challenge section.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with up to 5 or 6 individuals over the course of the year from the owner/CEO to various experts in individual areas.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Overall, we were very happy with the service and results that we gained by working with Set 2 Close. They were professional and obviously skilled.

How effective was the workflow between your team and theirs?

We had regular meetings and check-ins that were well organized with clear objectives. There was clear communication and they integrated into our processes easily.

What did you find most impressive or unique about this company?

They were honest, professional, and full of energy and integrity. They genuinely wanted to see us succeed.

Are there any areas for improvement or something they could have done differently?

Our business is quite technical and our customers are often quite sophisticated so the automated and canned approach did not work as well for our business model as it may in other industries and markets.

BACKGROUND

Please describe your company and position.

I am the Partner of Strategic Wealth Management

Describe what your company does in a single sentence.

We are a Wealth Management firm that helps our clients plan for their retirement.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

• Onboarding for HubSpot

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Set2Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Met with our Onboarding Specialist William biweekly after we purchased HubSpot as our new CRM. Along with William and the Set 2 Close Sidekick Chrome Extension, we got started with HubSpot on a really strong footing. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were able to develop a good understanding of the fundamentals of HubSpot and our Marketing Director was able to develop some more advanced functions like Sequences and Email Campaigns. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

William and his team were very responsive and responded by email with all additional questions we had outside of the virtual meetings. 

What was your primary form of communication with Set2Close?

Virtual Meeting

What did you find most impressive or unique about this company?

I was impressed by the blend of personal interaction and the chrome extension. It helped us with the base of understanding and let us explore more advanced topics. We had a different CRM previously and it was always too complicated to implement our ideas. 

Are there any areas for improvement or something Set2Close could have done differently?

Can't think of anything.