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.
HUBSPOT CRM SERVICES: As a top HubSpot Elite Partner, we specialize in custom HubSpot CRM solutions. Our experts design, implement, and optimize systems to enhance user experience, functionality, and adoption across sales, marketing, and service teams. From setup to refinement, we streamline workflows, improve lead management, and speed up deal closures. With 500+ projects completed, our Agile approach ensures your HubSpot CRM drives measurable results.
REVENUE OPERATIONS (REVOPS) SERVICES: Our RevOps services align your sales, marketing, and customer success teams for peak performance. We optimize the revenue lifecycle—lead generation to retention—by refining processes and eliminating inefficiencies. Using HubSpot tools and data-driven strategies, we create scalable solutions that maximize profitability and adapt to your goals.
WHY SET 2 CLOSE? Our 500+ CRM successes prove our expertise in HubSpot and RevOps. As an Elite Partner, we offer unmatched skill and innovation, earning a 5-star rating for client satisfaction.
Visit set2close.io to see how we can transform your revenue strategy today.
Set2Close offers good value for cost, with clients noting their pricing fits budgets. Projects vary in scope, typically involving HubSpot onboarding and CRM customization, with free initial services reported. Clients appreciate responsive communication and timely delivery, reflecting strong project management.
Set2Close offers cost-effective solutions that provide good value for money. Clients appreciate the pricing structure, which aligns with their budgets and delivers significant benefits.
Room for Improvement in Automation Information
While Set2Close provides excellent support, some clients expressed a desire for more detailed information on automation features within CRM systems. This presents an opportunity for enhancement.
Successful CRM Customization and Integration
The company excels in customizing and integrating CRM systems to meet specific client requirements, resulting in improved operational efficiency and user satisfaction.
Expertise in HubSpot Onboarding and CRM Setup
Set2Close is consistently praised for their proficiency in HubSpot onboarding and CRM setup. Clients appreciate their ability to personalize the onboarding experience, provide detailed guidance, and ensure the CRM systems are tailored to specific business needs.
Responsive and Supportive Team
Clients consistently highlight the responsiveness and supportiveness of Set2Close's team. They are praised for their willingness to assist and provide answers promptly, fostering a positive and collaborative working relationship.
Effective Use of Communication Tools
Set2Close effectively utilizes communication tools like virtual meetings and messaging apps to maintain seamless interaction with clients. This ensures transparency and keeps projects on track.
"Their pricing was unique, looking at it from a small business standpoint."
Mar 24, 2025
CEO, Transportation Co
Anonymous
Verified
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
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
HubSpot Consulting & Training for Accounting Company
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
Verified
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
Quality
4.5
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
HubSpot Consulting for Tenant Screening Company
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
Verified
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"
Quality
5.0
Service & Deliverables
"Dennis was very helpful and always available to answer questions via email"
Schedule
5.0
On time / deadlines
"Deadlines were met, meetings were scheduled promptly"
Cost
4.0
Value / within estimates
"It was a good service for the money. I wish more options were available within this price range"
Willing to Refer
5.0
NPS
"100% would recommend.
CRM & Marketing Consulting for Consulting Company
CRM Consulting and SILow/No Code DevelopmentOther 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
Verified
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
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting & SI for Education Co
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
Verified
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?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
HubSpot Training & Consulting for Audiometric Testing Co
Business ConsultingCRM Consulting and SICorporate Training & Coaching
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
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting & SI for Manufacturing Co
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
"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
Verified
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
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
HubSpot CRM Consulting for Insect Agriculture Co
Business ConsultingCRM Consulting and SI
Less than $10,000
Jan. - Feb. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Everything was great!"
Feb 20, 2025
Business Development Director, Chapul Farms
Kari Madden
Verified
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
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
HubSpot Migration for Camping Trailer Company
CRM Consulting and SICustom Software DevelopmentERP Consulting and SI
Confidential
Jan. - Feb. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They were knowledgeable, thorough, and organized."
Feb 12, 2025
Customer Experience Manager, Purple Line LLC
Sarah Liner
Verified
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
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting & SI for Design-Build Company
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
Verified
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
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 61-70 of
81 Reviews
Our Story
We’re Set2Close: a B‑Corp, HubSpot Elite RevOps team built of sales, RevTech and CRM experts who strategize, implement and coach. We design fractional RevOps, HubSpot migrations/optimizations, CRM build‑outs, RevTech integrations and AI sales tools to unify sales, marketing and customer success. Our history includes fast 3‑month rollouts, B2B client wins (clients reporting up to 40% ARR growth) and top industry rankings.
Meet the Team
Jordon RowseChief Executive Officer
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.
Julio ViskovichChief Marketing Officer
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.
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