Name: Set2Close
Address: Rue Cheval Noir, kamloops, Canada, BC, V0K, CA
Telephone: 1 (604) 700-7719
Price range: $200 - $300
Rating: 5.0

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.

Min project size
$5,000+
Hourly rate
$200 - $300 / hr
Employees
10 - 49
Locations
kamloops, Canada
Year founded
Founded 2021
Languages

Overview by:

Jordon Rowse

Chief Executive Officer About the Team

No have been added yet...

Pricing Snapshot

Min. project size $5,000+

Avg. hourly rate $200 - $300 /hr

Rating for cost 4.9 /5

What Clients Have Said

Set2Close offers good value for cost, with clients noting that pricing fits their budgets. They provide tailored services, often with one-on-one support, enhancing project outcomes without specified costs. The majority of feedback emphasizes their responsiveness and effective project management.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 72 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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Set2Close Review Insights

Overall Review Rating

5.0

Quality 5.0
Schedule 5.0
Cost 4.9
Willing to Refer 5.0

Top Mentions

Review Highlights

Impressive Industry Knowledge

Clients consistently highlight Set2Close's deep industry knowledge, which allows them to provide valuable insights and strategic guidance. This expertise helps clients streamline operations and achieve business goals.
Room for Improvement in Understanding Client Needs

Some clients suggest that Set2Close could improve by having a better initial understanding of client business use cases before engagement, though they are quick to adapt and catch up as projects progress.
Flexible and Accommodating Approach

Set2Close is recognized for their flexibility in accommodating client schedules and unique business needs. They adapt their strategies to fit client requirements, ensuring a tailored approach to service delivery.
Effective Use of Technology Tools

Set2Close effectively leverages tools such as HubSpot, LinkedIn, and CRM platforms to optimize sales and marketing processes. Clients report significant improvements in efficiency and lead generation as a result.
Strong Project Management Skills

Clients appreciate Set2Close's project management capabilities, noting that they deliver on time and communicate effectively. Regular meetings and clear objectives are common, allowing for smooth collaboration and timely completion of deliverables.
Successful Sales Process Optimization

Set2Close successfully helps clients develop and optimize sales processes, leading to increased sales efficiency and better lead management. Their consulting services are highly valued for their impact on sales growth.

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Business Consulting CRM Consulting and SI
Less than $10,000
Jan. - Feb. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Everything was great!"

Feb 20, 2025

Business Development Director, Chapul Farms

Kari Madden

Other industries
McMinnville, Oregon
1-10 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director of Business Development of Chapul Farms

Describe 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?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Great culture fit

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

1 Employee

Describe 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 Meeting

What 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!

RATINGS

5.0

CRM Consulting and SI Custom Software Development ERP Consulting and SI
Confidential
Jan. - Feb. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They were knowledgeable, thorough, and organized."

Feb 12, 2025

Customer Experience Manager, Purple Line LLC

Sarah Liner

Manufacturing
Pittsburg, California
11-50 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Customer Experience Manager of Purple Line LLC

Describe 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 Reporting
Hubspot Helpdesk Migration and Implementation
HubSpot Onboarding

SOLUTION

How did you find Set 2 Close?

Other

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 supported us with our Hubspot Service Hub On-boarding and implementation

This included:-

Migration to the Hubspot Helpdesk
Setting up New Users and managing access
Setting up SLA's for custom reporting
Setting 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 Helpdesk
All users have access and training on the Helpdesk
Reports set up for metrics analysis

Describe 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 Meeting

What 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.

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Dec. 2024 - Feb. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They were friendly and professional."

Feb 11, 2025

Owner, Numa Design Build

Sean Achey

Other industries
Lancaster, Pennsylvania
1-10 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Numa Design Build

Describe 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 whole
Help to integrate our current workflow into Hubspot
Sales Pipeline setup and use

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 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 Pipeline
Tools and training to continue to build out hubspot as needed
Learning managment system that we can access as needed
Introduced the value of sequences and workflows to aid in our sales and customers

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

Prompt comunications
Flexible scheduling
Knowledgable expertise
Key pointers and prompt responses to questions

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?

Williingness to go out of their way to give/find information requested
They were friendly and professional.

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

none

RATINGS

5.0

CRM Consulting and SI Digital Strategy Marketing Strategy
Less than $10,000
Dec. 2024 - Jan. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close was always on time and prepared for our meetings!"

Jan 30, 2025

Inside Sales Executive, Package Property™ Platform

Katelyn Richardson

Real estate
Lubbock, Texas
1-10 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Inside Sales Executive of Package Property™ Platform

Describe 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?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Good value for cost
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 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 Meeting

What 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!

RATINGS

5.0

CRM Consulting and SI Digital Strategy
Less than $10,000
Nov. 2024 - Jan. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The did exactly what they said they were going to quicker than they said they were going to do it."

Jan 22, 2025

Owner & Operator, Major Roofing

Tyler Major

Other industries
Oklahoma City, Oklahoma
1-10 Employees
Online Review
Verified

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.

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 client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner/Operator of Major Roofing

Describe 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 optimization
Customize CRM

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Great culture fit
Good value for cost
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.

Hired Set 2 Close to setup our CRM to fit our needs.

Set up commission tracking

Implementing 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 Meeting
Email or Messaging App

What 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.

RATINGS

5.0

CRM Consulting and SI Corporate Training & Coaching
Less than $10,000
Dec. 2024 - Jan. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close's individualized approach helped me better understand how to use HubSpot."

Jan 13, 2025

Marketing Director, Advisor's Resource Company

Madelyn Nelson

Financial services
Coppell, Texas
1-10 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing Director of Advisor's Resource Company

Describe 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?

Referral

Why did you select Set 2 Close over others?

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.

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 Meeting
Email or Messaging App

What 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!

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Dec. 2024 - Jan. 2025

5.0

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 5.0

"Their ability to pivot when they learned about our unique needs was impressive."

Jan 10, 2025

Product Lead, Solara Health

Greg Jagiello

Other industries
San Francisco, California
11-50 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding services for a healthcare company. The goal was to ensure end-customer success for the client's startup.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Product Lead of Solara Health

Describe 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?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
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.

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 Meeting

What 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.

RATINGS

5.0

CRM Consulting and SI
$10,000 to $49,999
Sep. 2024 - May 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their consultants helped us with various questions at our pace."

Dec 10, 2024

Department Director, Teach Like a Champion

Anonymous

Education
New York City, New York
11-50 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am a Department Director of Teach Like a Champion

Describe 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?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget

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.

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 successfully

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

Always on time; Always responsive

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

Virtual Meeting

What 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

RATINGS

5.0

CRM Consulting and SI Content Marketing Sales Outsourcing
$50,000 to $199,999
Aug. 2024 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The team at Set 2 Close was always available and more than happy to lend assistance in any way possible."

Dec 4, 2024

Manager, Nonprofit

Anonymous

Non-profit
Rapid City, South Dakota
11-50 Employees
Online Review
Verified

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.

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 client submitted this review online.

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?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Good value for cost
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.

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?

Yes

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

Virtual Meeting

What 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.

RATINGS

5.0

CRM Consulting and SI Content Marketing
Less than $10,000
Sep. - Nov. 2023

4.5

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 4.5

"They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives."

Jun 20, 2024

Marketing Director, Occidental Management

Bob Ale-Ebrahim

Real estate
Wichita, Kansas
51-200 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing Director of Occidental Management

Describe 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 Hubspot
Make sure our customer lists are moved
Make sure any dependencies on our website are linked

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

High ratings

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.

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 Meeting

What 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.

RATINGS

4.5

Showing 71-80 of 84 Reviews

Our Story

We’re Set2Close: a B‑Corp, HubSpot Elite RevOps team built of sales, RevTech and CRM experts who strategize, implement and coach. We design fractional RevOps, HubSpot migrations/optimizations, CRM build‑outs, RevTech integrations and AI sales tools to unify sales, marketing and customer success. Our history includes fast 3‑month rollouts, B2B client wins (clients reporting up to 40% ARR growth) and top industry rankings.

Meet the Team

Founder and CEO of Set2Close, Jordon leads our RevOps and HubSpot practice. He partners with B2B leadership teams to align sales, marketing, and operations, modernize CRM, and build ethical, predictable revenue systems.

As CMO at Set2Close, Julio blends sales and marketing expertise to design AI driven revenue programs, content, and enablement that help HubSpot teams improve adoption, shorten sales cycles, and turn RevOps into a competitive advantage.

Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.

Learn More

Verified Client Reviews: 78

Overall Review Rating: 5

Source: Clutch

Last Updated: February 27, 2026

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

Learn More About The Clutch Verification Process

Locations (1)

Rue Cheval Noir kamloops, Canada V0K

10 - 15

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Set2Close

Your HubSpot & Revenue Operations Growth Partner!

Overview by:

2 Languages that we service

1 Locations

Services

Focus

Industries

Clients

Pricing Snapshot

What Clients Have Said

Most Common Project Size

Select a service to see pricing information

Reviews

Set2Close Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Impressive Industry Knowledge

Room for Improvement in Understanding Client Needs

Flexible and Accommodating Approach

Effective Use of Technology Tools

Strong Project Management Skills

Successful Sales Process Optimization

Reviews mentioning:

Set2Close Reviews

HubSpot CRM Consulting for Insect Agriculture Co

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SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Migration for Camping Trailer Company

BACKGROUND

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SOLUTION

RESULTS & FEEDBACK

RATINGS

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BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

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BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

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CRM Consulting & SI for Roofing Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

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HubSpot Onboarding for Financial Services Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

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HubSpot Onboarding for Healthcare Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

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CRM Consulting & SI for Education Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

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HubSpot CRM Integration for Economic Development Nonprofit

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS