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 competitive pricing and excellent value, with clients frequently noting budget alignment and effective cost-to-value ratios. Their services are tailored to individual business needs, ensuring cost-effectiveness while delivering high-quality support and training in HubSpot integration.

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

Learn more about SEO pricing

Select a service to see pricing information

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

Successful CRM Migrations and Integrations

Set2Close has successfully handled CRM migrations and integrations, such as transitioning from Salesforce to HubSpot. Clients appreciate their systematic approach and ability to manage dependencies and data integrity during these processes.
Strong Industry and Technical Knowledge

Clients commend Set2Close for their deep industry knowledge and technical expertise, which are crucial in delivering effective solutions and strategic guidance. Their ability to navigate complex CRM environments is frequently highlighted.
Personalized and Tailored Services

Set2Close is recognized for their personalized approach to client projects. They take the time to understand unique business needs and offer tailored solutions, which clients find valuable and effective in achieving their goals.
Proficiency in HubSpot Implementation

Set2Close is consistently praised for their expertise in implementing and customizing HubSpot to meet diverse client needs, including CRM setup, pipeline creation, and marketing automation. Clients from various industries appreciate their ability to tailor HubSpot's functionalities for specific business requirements.
Exceptional Customer Support and Responsiveness

Clients frequently commend Set2Close for their attentive customer support. They are noted for being highly responsive, providing timely solutions, and accommodating client schedules. This level of support has been a key factor in their successful client engagements.
Challenges with Automation and Advanced Features

Some clients noted challenges in fully grasping automation and advanced HubSpot features within the engagement timeframe. While the foundational training was solid, additional focus on advanced functionalities could enhance client outcomes.

Was this helpful?

Set2Close Reviews

Submit a Review

Verified

All Filters

0 selected

Sort by

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They offered great customer service and training advice."

Mar 31, 2025

VP BD Sales & Channels, Clarity Building Controls

Mike StCyr

Information technology
Ottawa, Ontario
1-10 Employees
Online Review
Verified

Set 2 Close provided onboarding and training services for a an IoT smart buildings company. The team guided the sales and marketing team on navigation and process flow, using Sidekick for onboarding.

Thanks to Set 2 Close, the client's team was off and running and doing what they needed to do at the appropriate stage. The onboarding tool was instrumental in reducing questions from the team to the Super Admin. Set 2 Close delivered everything on time via a pre-determined schedule.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the VP BD Sales & Channels of Clarity Building Controls

Describe what your company does in a single sentence.

IoT smart buildings and energy management

OPPORTUNITY / CHALLENGE

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

Orientation
Knowledge & Training
Eye on the future - additional modules

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?

1 Employee

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

Guide sales and marketing team on navigation and process flow. Deliverables included adoption by team members and management.

RESULTS & FEEDBACK

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

Team is off and running doing what we needed to do at this stage. The onboarding tool (Sidekick) was instrumental in reducing questions from the team to the Super Admin.

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

Delivered everything on time via a pre-determined schedule. They were very responsive to all of our questions and provide great advise on solutions.

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

Virtual Meeting
Email or Messaging App

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

They offered great customer service and training advice.

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

Nothing

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They listened to my needs and provided excellent solutions."

Mar 28, 2025

National Dir of Business Dev, Drew Horowitz & Associates

Sam Hayes

Medical
Minneapolis, Minnesota
11-50 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding services for a mental health company. The team was responsible for setting up and optimizing the client's HubSpot account.

Set 2 Close delivered a fully optimized HubSpot platform capable of managing the client's workflow and sales process. The team adhered to timelines, promptly answered questions, and listened to needs. Their ability to understand the client's unique use case was impressive.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the National Director of Business Development of Drew Horowitz & Associates

Describe what your company does in a single sentence.

Mental Health Treatment

OPPORTUNITY / CHALLENGE

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

Hubspot Onboarding

SOLUTION

How did you find Set 2 Close?

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?

1 Employee

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

Set2Close assisted myself and my organziation in setting up and optimizing Hubspot for our specific use case.

RESULTS & FEEDBACK

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

Our Hubspot platform is now fully optimized and capable of managing our workflow and sales process.

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

They absolutely delivered everything on time and went above in beyond in answering my questions promptly. They listened to my needs and provided excellent solutions.

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

Virtual Meeting
Email or Messaging App

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

Set 2 Close did an excellent job in building a relationship with me and learning about our use case for Hubspot.

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

RATINGS

5.0

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

5.0

Quality: 4.5

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

"I found it to be a consistent and clear process."

Mar 26, 2025

Head of Sales, Iqurate

Rebecca Gray

Information technology
United Kingdom
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support.

Thanks to Set 2 Close's efforts, the client successfully adopted HubSpot into their business. The team was timely and consistent, meeting all the client's needs throughout the onboarding. Moreover, the team had a clear and straightforward process, outlining each stage and deliverables.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Head of Sales of Iqurate

Describe what your company does in a single sentence.

we are a Saas Platform

OPPORTUNITY / CHALLENGE

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

Hubspot Onboarding

SOLUTION

How did you find Set 2 Close?

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?

1 Employee

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

set up of Hubspot, access to the boarding tool, training and troubleshooting and video support.

RESULTS & FEEDBACK

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

Set up and adoption of Hubspot into our business

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

Yes, met all needs, timely and consistently thorughout our onboarding

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

Virtual Meeting
Email or Messaging App

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

I found it to be a consistent and clear process, outlining each stage and the deliverables

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

No not really

RATINGS

5.0

CRM Consulting and SI Content Marketing Corporate Training & Coaching
Less than $10,000
Jan. - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They were very professional and willing to do whatever it took to help us succeed as a startup."

Mar 25, 2025

Director, NextFolio LLC

Anonymous

Financial services
Middletown, Delaware
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding and marketing training for an asset management firm. The team's goal was also to assist with marketing.

Set 2 Close successfully onboarded the client to HubSpot and trained the sales team with the appropriate tools. Moreover, the team was responsive, flexible, and willing to do whatever the project needed. Overall, the client was impressed with Set 2 Close's professionalism.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am a director at NextFolio LLC

Describe what your company does in a single sentence.

NextFolio is an asset management firm reinventing active investing.

OPPORTUNITY / CHALLENGE

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

HubSpot Onboarding
Marketing

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

High ratings
Close to my geographic location
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?

1 Employee

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

General Hubspot Onboarding and Training, Installation of Onboarding Tool

RESULTS & FEEDBACK

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

We were successfully onboarded to HubSpot and Sales Team was trained with appropriate tools for success.

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

Yes, very responsive to all of our needs and flexible.

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

Virtual Meeting
Email or Messaging App

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

They were very professional and willing to do whatever it took to help us succeed as a startup.

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

None.

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
February 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close adapted and made us successful."

Mar 24, 2025

Executive, SecureGovernComply

Anonymous

Information technology
Fairfax, Virginia
1-10 Employees
Online Review
Verified

Set 2 Close provided CRM HubSpot setup services for a cybersecurity company. The team imported a customer database and configured the initial sequence. They also provided additional training as needed.

Set 2 Close successfully set up HubSpot for the client's sales team and imported a 1,400 company database into the platform. The team built and executed an initial sequence to market to the customer database, achieving a 10% open rate on the email sequence. The team was professional and timely.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am an executive of SecureGovernComply

Describe what your company does in a single sentence.

SecureGovernComply provides cost conscious enterprise grade cybersecurity, information technology and compliance solutions for the small and midmarket business.

OPPORTUNITY / CHALLENGE

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

Initial Hubspot setup and import of 1400 customers
Building first sequence with imported customers

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.

CRM hubspot setup
Customer database import
Initial sequence configuration and execution
additional training as needed

RESULTS & FEEDBACK

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

Setup of Hubspot for use by the sales team
importing of a 1400 company database into hubspot
building out and executing intial sequence to market to customer database
Had a 10% open rate on email sequence

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

project management was on point, on time and always professional.

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

Virtual Meeting
Email or Messaging App

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

One of our greatest pains was our time sensitivity and the need to utilize Hubspot as quickly as possible. Set 2 Close adapted and made us successful. To the point we had deals close in March from the effort of the sequence implemented in February.

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

none, these guys rock!

RATINGS

5.0

"Great group of people to work with; would do it again as needed."

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their pricing was unique, looking at it from a small business standpoint."

Mar 24, 2025

CEO, Transportation Co

Anonymous

Other industries
Dallas, Texas
1-10 Employees
Online Review
Verified

Set 2 Close provided LinkedIn training and HubSpot onboarding for a transportation company.

Set 2 Close's LinkedIn training showed progress and improved sales pipeline. Moreover, the team delivered the project on time and communicated well via virtual meetings throughout the engagement. Furthermore, the client was impressed with the pricing and overall services provided by the team.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of a transportation company.

Describe what your company does in a single sentence.

Private transportation for executives.

OPPORTUNITY / CHALLENGE

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

LinkedIn Training
HubSpot Onboarding

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.

Linkedin Traing & Hubspot Onboarding

RESULTS & FEEDBACK

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

Linkedin training showed progress aswell as sales pipeline.

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

Orrin Lieuwen delivered my project on time with good communication throughout the entire processs. Cool dude!

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

Virtual Meeting

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

Their pricing was unique, looking at it from a small business standpoint. Also, I never really knew of companies who offered such training and services. VERY UNIQUE..

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

I really enjoyed working with Orrin on Linkedin. I feel like I learned alot that I can convert to an ROI. Overall, I think SET 2 CLOSE could improve on how they communicate the value of the service.

RATINGS

5.0

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

4.5

Quality: 4.5

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The team was very responsive and helpful."

Mar 21, 2025

CEO, Scale Pro Advisors

Adel Senoussi

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

Set 2 Close provided HubSpot onboarding and training services for an accounting company. The team checked in regularly to ensure the client understood the relevant features of HubSpot.

Thanks to Set 2 Close's efforts, the client understood the marketing and sales features of HubSpot. The client also experienced a smooth onboarding process. Set 2 Close was helpful and resourceful. The team was responsive and timely, communicating through weekly virtual meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Scale Pro Advisors

Describe what your company does in a single sentence.

Accounting and CFO Serrvices

OPPORTUNITY / CHALLENGE

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

Onboarding and learning features about HubSpot

SOLUTION

How did you find Set 2 Close?

Hubspot

Why did you select Set 2 Close over others?

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.

Checking in weekly to ensure smooth onboarding and understanding of relevant features on Hubspot.

RESULTS & FEEDBACK

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

Understanding features of HubSpot marketing and sales. Smooth onboarding

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

Yes. Everything was timely and the team was very responsive and helpful.

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

Virtual Meeting

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

Being helpful and resourceful. Also having pre-recorded video on how to implement certain tasks.

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

A suggestion would be to decide on a specific project to be completed during the onboarding process. Example, setting up a marketing campaign.

RATINGS

4.5

CRM Consulting and SI
Confidential
Feb. - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.0

Willing to Refer: 5.0

"I was impressed by their responsive and attentive attitude."

Mar 18, 2025

CEO, Accudata Holdings, LLC

Catalina Abello

Other industries
Hallandale Beach, Florida
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot CRM training to an employment and tenant screening company. The team helped the client upload their contacts, set up their data, create email sequences, and manage their calendar.

Set 2 Close's training was well-received, and the client applied everything they learned. The team went above and beyond, and their attentive attitude made the client feel valued. Set 2 Close was responsive and answered the client's questions via email, providing step-by-step video tutorials.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Accudata Holdings, LLC

Describe what your company does in a single sentence.

Employment & Tenant Screening

OPPORTUNITY / CHALLENGE

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

Hubspot
Email Sequence
CRM

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?

1 Employee

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

Dennis helped me learn how to upload my contacts, set up my data correctly, create email sequence, look at my calendar, and find my tasks.

RESULTS & FEEDBACK

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

I applied everything I learned.

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

Dennis was very responsive. I feel he went above and beyond for me. He always answered my questions via email by providing a video of him explaining step by step of what I needed to do.

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

Virtual Meeting

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

I was impressed by their responsive and attentive attitude. I did not feel like "just a number"

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

I wish they had more affordable options for small businesses like mine to take advantage of other services. Pricing seems a bit extreme from one tier to the next.

RATINGS

5.0

"Dennis was great. Would 100% recommend"

CRM Consulting and SI Low/No Code Development Other Digital Marketing
Less than $10,000
Feb. - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They provided assistance tailored to my specific needs."

Mar 17, 2025

President, JSDuke LLC

Jeanne Duke

Other industries
Plano, Texas
1-10 Employees
Online Review
Verified

Set 2 Close provided CRM and marketing consulting services for a consultancy. They taught the client how to input contacts, companies, and emails from a spreadsheet, automate processes, and publish on Facebook.

Set 2 Close's training support helped the client perform their desired tasks. After each session, the team provided follow-up videos to ensure the client understood the lessons. Moreover, Set 2 Close's tailored assistance and one-on-one approach were greatly appreciated by the client.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the President of JSDuke LLC

Describe what your company does in a single sentence.

Consults with ministers to help them thrive and have time for their personal lives

OPPORTUNITY / CHALLENGE

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

Learn how to use contacts and companies
Learn how to automate
Learn how to use emails

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?

1 Employee

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

I was able to input companies/contacts from a spreadsheet, use workflows, understand sequences, publish to Facebook, and email marketing material

RESULTS & FEEDBACK

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

I was successful in performing the tasks that I requested assistance with.

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

After each meeting, they provided follow-up videos for information not covered in the meeting.

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

Virtual Meeting

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

They provided assistance tailored to my specific needs, One on One

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

More information about automation

RATINGS

5.0

CRM Consulting and SI
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

Showing 71-80 of 96 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.

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

Learn More

Verified Client Reviews: 88

Overall Review Rating: 5

Source: Clutch

Last Updated: April 28, 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

Contact Set2Close

If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.

Get connected to see updates from Set2Close like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.

Alaska Seaplanes

(1)

Derek Shanks

Amara

(1)

Chris Kemp

HART Machine Tool

(1)

Jeff South

Loop ERP

(1)

Zabe Siddique

PFD Style Corp.

(1)

Mushfiqur Rahman

Prime Design & Build

(2)

Jane Zamora

Maddie Fraser

Promatic Software

(1)

Adam Beatty

Set 2 Close | B Corp™

(1)

Subhan Alam

SimulEYE

(1)

Martina Moss

Strategic Financial Solutions

(1)

Michael Rappaport

TekProwess LLP

(1)

Sarfraz Ghaus

Tincher Consulting & Inspection Services

(1)

Sonoma Jay

Top Down CPM

(1)

Jennie Rush

Vision on Division

(1)

Daniel Schultz

Woodshed Burgers

(1)

Amanda Totchek

Additional Connections

(9)

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

Successful CRM Migrations and Integrations

Strong Industry and Technical Knowledge

Personalized and Tailored Services

Proficiency in HubSpot Implementation

Exceptional Customer Support and Responsiveness

Challenges with Automation and Advanced Features

Reviews mentioning:

Set2Close Reviews

Onboarding & Training Services for an IoT Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

CRM Consulting & SI for Mental Health Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Onboarding Services for SaaS Platform

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Onboarding & Training for Asset Management Firm

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot & CRM Consulting for Cybersecurity Services Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

CRM Consulting & SI for Transportation Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Consulting & Training for Accounting Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Consulting for Tenant Screening Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

CRM & Marketing Consulting for Consulting Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS