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

Service Lines

CRM Consulting and SI: 40%
Account-Based Marketing: 10%
Digital Strategy: 10%
Email Marketing: 10%
Recruiting: 10%
Sales Outsourcing: 10%
Staffing: 10%

Select Focus Area

CRM Functions

Sales automation: 70%
Marketing automation: 30%

CRM Solutions

HubSpot CRM Consulting & Implementation: 100%

Sales Outsourcing

B2B Lead Generation: 35%
B2B Lead Qualification: 35%
B2B Appointment Setting: 30%

Staffing Focus

Permanent Staffing: 100%

Industries

Information technology: 25%
Business services: 20%
Manufacturing: 20%
Advertising & marketing: 15%
Financial services: 10%
Other industries: 10%

Clients

Midmarket ($10M - $1B): 60%
Small Business (<$10M): 30%
Enterprise (>$1B): 10%

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 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.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 83 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

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.
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.
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.
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.
Personalized and Supportive Approach

Clients commend Set2Close for their personalized and supportive approach. The team takes time to understand each client's unique needs and provides tailored solutions, fostering a strong working relationship and ensuring client satisfaction.
Successful Sales Process Optimization

Set2Close has successfully helped clients optimize their sales processes, resulting in improved efficiency and increased sales. Clients report streamlined operations and better sales outcomes thanks to the strategic insights and tools provided by Set2Close.

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Set2Close Reviews

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CRM Consulting and SI
HubSpot CRM Consulting & Implementation
Less than $10,000
Jan. - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They took the time to understand our goals, which impressed us."

Mar 13, 2025

Business Development, Education Co

Anonymous

Education
Arnold, Maryland
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding services for an education company.

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.

The client submitted this review online.

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?

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.

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 CRM

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

multiple meetings to ensure we were onboarded

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 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?

RATINGS

5.0

Business Consulting CRM Consulting and SI Corporate Training & Coaching
CRM Social Relationship Management
Less than $10,000
Feb. - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close not only showed us new tricks and tips for HubSpot but also provided valuable feedback."

Mar 10, 2025

Owner, OccHearing

Michael Durazzo

Other industries
Mount Holly, New Jersey
1-10 Employees
Online Review

Set 2 Close provided onboarding and adoption training for an audiometric testing company. The team was responsible for offering the client HubSpot adoption services.

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.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of OccHearing

Describe 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?

Referral

Why did you select Set 2 Close over others?

Good value for cost

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.

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 Meeting

What 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.

RATINGS

5.0

CRM Consulting and SI
CRM Social Relationship Management
Less than $10,000
Jan. - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their entire team went above and beyond to answer my questions - even those outside the original scope of work."

Mar 3, 2025

Sales Manager, Manufacturing Co

Anonymous

Manufacturing
Holland, Michigan
11-50 Employees
Online Review
Verified

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.

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.

The client submitted this review online.

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?

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?

1 Employee

Describe 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 Meeting

What 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.

RATINGS

5.0

Business Consulting CRM Consulting and SI
HubSpot CRM Consulting & Implementation
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
HubSpot CRM Consulting & Implementation
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
CRM Customer Support
+2
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

Showing 81-90 of 97 Reviews

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.

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.

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

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

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.

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.

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.

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.

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.

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Verified Client Reviews: 89

Overall Review Rating: 5

Source: Clutch

Last Updated: May 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

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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

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Proactive and Strategic Guidance

Effective HubSpot Onboarding

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Reviews mentioning:

Set2Close Reviews

CRM Consulting & SI for Education Co

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HubSpot Training & Consulting for Audiometric Testing Co

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CRM Consulting & SI for Manufacturing Co

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HubSpot CRM Consulting for Insect Agriculture Co

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HubSpot Migration for Camping Trailer Company

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CRM Consulting & SI for Design-Build Company

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CRM Consulting & HubSpot Training for Property Marketplace

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CRM Consulting & SI for Roofing Company

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HubSpot Onboarding for Financial Services Company

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