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%

CRM Consulting and SI Digital Strategy HubSpot CRM Consulting & Implementation Sales automation Marketing automation

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 good value for cost, as many clients highlight. They provide tailored solutions and training, often described as flexible and responsive. Clients appreciate the free onboarding service, which is seen as a cost-effective way to access their expertise.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 88 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

Successful CRM Migrations and Integrations

Set2Close has successfully managed CRM migrations, such as transitioning from Salesforce to HubSpot, ensuring seamless integration and functionality. Their expertise in handling data imports and system configurations helps clients maintain operational continuity and improve CRM usage.
Strong Project Management Skills

Set2Close is praised for their organized and efficient project management. They deliver projects on time and keep clients informed with regular updates. Their structured approach, including detailed onboarding processes and clear timelines, ensures a smooth project workflow and successful outcomes.
Areas for Improvement in Specific Services

While Set2Close receives high praise, some clients suggest improvements, such as providing more affordable options for small businesses and enhancing automation information. These insights indicate areas where Set2Close can further refine their offerings to meet diverse client needs.
Proficiency in HubSpot CRM Implementation

Set2Close has consistently demonstrated expertise in implementing and customizing HubSpot CRM systems. They have effectively onboarded clients from various industries, helping them optimize CRM usage, integrate workflows, and train teams to become self-sufficient. Their comprehensive approach ensures clients can fully leverage HubSpot’s capabilities.
Positive Client Relationships and Culture Fit

Clients often highlight the positive relationships they build with Set2Close, noting the team's culture fit and alignment with client values. Set2Close’s approachable and supportive nature fosters a collaborative environment, making clients feel valued and understood throughout the engagement.
High Client Satisfaction and Recommendations

Overall, clients express high satisfaction with Set2Close’s services, often recommending them to others. The team’s ability to deliver quality results, coupled with their professionalism and dedication to client success, contributes to positive client experiences and strong referrals.

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Set2Close Reviews

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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 Other CRM focus CRM Social Relationship Management
Less than $10,000
Dec. 2024 - Jan. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

Jan 13, 2025

Marketing Director, Advisor's Resource Company

Madelyn Nelson

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

Set 2 Close provides HubSpot onboarding services for a financial services company. The team is responsible for offering on-screen directions and meeting with the client to answer questions about the platform.

Set 2 Close's work helped the client track their email platform performance metrics through HubSport. The team conducted weekly meetings, promptly responded to any questions via email, and demonstrated an impressive individualized approach that helped the client better understand how to use HubSpot.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing Director of Advisor's Resource Company

Describe what your company does in a single sentence.

We help advisor's grow their life insurance business.

OPPORTUNITY / CHALLENGE

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

Hubspot Onboarding

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

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

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

2-5 Employees

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

The Chrome Extension was like Hubspot with training wheels! The on-screen, highlighted directions made it super easy to navigate Hubspot quickly and efficiently. Each week I met with Kyle and Ari to answer any questions that I had. It couldn’t have been easier!

RESULTS & FEEDBACK

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

Helped me track my email performance metrics through HubSpot.

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

In addition to our weekly meetings, Kyle and Ari were prompt to respond to any questions I had via email.

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

Virtual Meeting
Email or Messaging App

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

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

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

I was completely satisfied!

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 5.0

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

Jan 10, 2025

Product Lead, Solara Health

Greg Jagiello

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

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

Set 2 Close helped the client establish a solid foundation for automation and a knowledge base. The team also provided excellent training. The client was impressed with Set 2 Close's ability to pivot and accommodate their unique needs. Set 2 Close's flexibility and quick learning were notable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Product Lead of Solara Health

Describe what your company does in a single sentence.

Combining Evidence–Based Treatment with Artificial Intelligence to Address the Health Care Crisis.

OPPORTUNITY / CHALLENGE

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

Hubspot Onboarding

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Referred to me

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

2-5 Employees

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

Set2Close provided us with onboarding into HubSpot. They made sure we had a solid foundation in place so we could ensure customer success for our startup.

RESULTS & FEEDBACK

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

Solid foundation for automations and a knowledge base, provided great training.

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

We were skeptical at first, but when we did the project kickoff, the PM was able to pivot and accomadate our needs. They also brought in other team members when different expertise was needed, which helped us all understand that this was the right fit.

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

Virtual Meeting

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

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

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

Minor issue, but would have been nice if they could have been more aware of our business use case before we started engaging. They were flexible, however, and caught up quicky.

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

Dec 10, 2024

Department Director, Teach Like a Champion

Anonymous

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

Set 2 Close provides CRM implementation services for an education company. The team has integrated HubSpot's Content Hub, Sales Hub, and Service Hub into the client's operations.

Thanks to Set 2 Close's efforts, the client has successfully adopted HubSpot. The team is responsive and delivers on time, communicating primarily through virtual meetings. Their wealth of resources regarding CRM best practices has impressed the client, resulting in a positive engagement.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am a Department Director of Teach Like a Champion

Describe what your company does in a single sentence.

Supporting education with texts, trainings, curriculum, digital products, and consulting partnerships.

OPPORTUNITY / CHALLENGE

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

Implement a CRM at an existing company

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget

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

2-5 Employees

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

Implement Content Hub, Sales Hub, and Support Hub for Hubspot

RESULTS & FEEDBACK

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

Our company using Hubspot CRM successfully

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

Always on time; Always responsive

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

Virtual Meeting

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

Their consultants helped us with various questions at our pace. They have provided us with a wealth of resources and the next steps for where we can continue growing our CRM best practices. We have a roadmap for continued work, and they are being patient as we continue to implement the fundamentals of Hubspot.

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

None- ideal vendor

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

Dec 4, 2024

Manager, Nonprofit

Anonymous

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

Set 2 Close provides HubSpot CRM integration services for an economic development nonprofit organization. The goal is to create a sales pipeline for business attraction.

Thanks to Set 2 Close's efforts, the client now has a fully operational business attraction funnel. The team is highly responsive and available throughout the engagement. Moreover, they've delivered items on time and communicated effectively via virtual meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Manager of a non-profit company

Describe what your company does in a single sentence.

Provides economic development resources and outreach for the city of Rapid City.

OPPORTUNITY / CHALLENGE

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

Launch HubSpot for attraction efforts

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Good value for cost
Referred to me

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

2-5 Employees

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

Creating a sales-type pipline for business attraction.

RESULTS & FEEDBACK

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

We now have a funnel for business attraction that is fully operational.

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

Yes

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

Virtual Meeting

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

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

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

None that I can think of at this time.

RATINGS

5.0

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

4.5

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 4.5

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

Jun 20, 2024

Marketing Director, Occidental Management

Bob Ale-Ebrahim

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

A real estate management company hired Set 2 Close to migrate their Salesforce to Hubspot. The team was responsible for migrating customer lists to the new platform and ensuring all dependencies were linked.

Set 2 Close successfully transitioned the CRM database from Salesforce to HubSpot. They also helped link dependencies from the website to the database. The team delivered everything on time and was very responsive to their needs.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing Director of Occidental Management

Describe what your company does in a single sentence.

We are a Commercial Real Estate Management Company.

OPPORTUNITY / CHALLENGE

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

Transition from Salesforce to Hubspot
Make sure our customer lists are moved
Make sure any dependencies on our website are linked

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

High ratings

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

2-5 Employees

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

Transition from Salesforce to Hubspot

RESULTS & FEEDBACK

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

They successfully transitioned our CRM database from Salesforce to Hubspot. Also, helped us link dependencies that were linked from our website to our database. Helped with some training and creating active vs. static lists.

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

They delivered ontime and were very responsive to our needs.

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

Virtual Meeting

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

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

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

Not sure what I would have them do to improve. Maybe follow up with us periodically to see if there is any additional training or needs we may have.

RATINGS

4.5

Business Consulting
Confidential
Jan. - Dec. 2023

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We were impressed with their concerted effort to ensure they were delivering what we wanted, even over a protracted period of time."

May 31, 2024

CEO, Ares Strategic Mining

James Walker

Manufacturing
Vancouver, British Columbia
11-50 Employees
Online Review
Verified

Set 2 Close worked with a mining company to find interested financing partners from various industries. The goal was to foster more partnerships and business relationships with prospects.

Thanks to Set 2 Close, the client was able to build relationships with more businesses that aligned with their vision and goals. They led productive discovery meetings and communicated regularly to ensure transparency. Their effective communication and ability to deliver on their promises stood out.

The client submitted this review online.

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.

RATINGS

5.0

Showing 91-100 of 103 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.

Premier Verified means Clutch independently confirmed Set2Close is a legally registered business,
financially sound (Creditsafe: Very Low Risk), and backed by 94 verified client reviews averaging 5.0 stars.

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Verified Client Reviews: 94

Overall Review Rating: 5

Source: Clutch

Last Updated: September 15, 2026

Business Entity

Business Entity Name	Rowse Enterprises Inc.
Source	Canada's Business Registries
Jurisdiction of Formation	Canada
Date of Formation	November 16, 2012
Status	Active
Last Updated	November 1, 2024
ID	BC0955396

Credit Report Results

International Credit Risk Assessment	Very Low Risk
Source	Creditsafe
Last Updated	November 1, 2024

Learn More About The Clutch Verification Process

Locations (1)

Rue Cheval Noir kamloops, Canada V0K

10 - 15

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Set2Close

Your HubSpot & Revenue Operations Growth Partner!

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Successful CRM Migrations and Integrations

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Reviews mentioning:

Set2Close Reviews

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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HubSpot Onboarding for Healthcare Company

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CRM Consulting & SI for Education Company

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HubSpot CRM Integration for Economic Development Nonprofit

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Migration Services for Real Estate Company

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