Set2Close

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.

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!

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.

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

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.

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. 

BACKGROUND

Please describe your company and position.

I am the CEO of Ares Strategic Mining

Describe 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?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• 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.

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 Meeting
• Virtual Meeting
• Email or Messaging App

What 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 time

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

No.

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 pipeline
• Create effective lead generation and prospecting
• Increase overall sales growth

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• Great culture fit
• Solid Referral Source

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.

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 Meeting

What 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.

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) Adoption
• Automate sales tasks
• Accurately report and measure sales

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

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

6-10 Employees

Describe 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 Meeting
• Email or Messaging App

What 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.

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.