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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:

Reviewer avatar
Jordon Rowse
Chief Executive Officer About the Team

2 Languages that we service

  • English
  • French

1 Locations

  • kamloops , Canada

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 strong value for cost, with clients noting that their services fit within budgets and provide significant improvements in operational efficiency. They deliver timely and responsive support, often exceeding expectations without compromising quality.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 65 reviews
    < $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

    Select a service to see pricing information

    Set2Close Review Insights

    Overall Review Rating

    4.9
    • Quality 4.9
    • Schedule 5.0
    • Cost 4.9
    • Willing to Refer 4.9

    Top Mentions

    Review Highlights

    • Challenges with Automation Understanding

      While generally positive, some clients expressed a desire for more in-depth information about automation features within HubSpot. This suggests an area where Set2Close could enhance their training offerings.

    • High Client Satisfaction with Training Services

      Training and onboarding sessions conducted by Set2Close were well-received, with clients appreciating the hands-on approach and tailored guidance. This led to successful HubSpot adoption and enhanced client proficiency.

    • Effective Sales Process Optimization

      Set2Close has helped clients streamline their sales processes, resulting in increased efficiency and reduced manual tasks. Clients reported improved sales workflows and better lead management due to Set2Close's interventions.

    • Cost-Effective and Value for Money

      Several clients chose Set2Close due to their competitive pricing and perceived value. The services provided were deemed cost-effective, especially for small businesses looking to maximize their CRM investments.

    • Positive Impact on Lead Generation and Marketing

      Clients noted that Set2Close's expertise in lead generation and marketing automation significantly improved their marketing strategies. The team provided valuable insights and tools to enhance client outreach and engagement.

    • Strong Project Management and Communication

      Multiple clients commended Set2Close for their organized approach, timely delivery, and clear communication. The team was responsive to clients' needs, held regular meetings, and provided detailed guidance throughout the projects.

    Set2Close Reviews

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    CRM Consulting & Business Consulting for Insurance Company

    • Business Consulting CRM Consulting and SI
    • Less than $10,000
    • Feb. - Apr. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    5.0

    "I appreciated the hybrid model of virtual calls with the training and tooling that overlayed our Hubspot instance."

    Apr 9, 2025
    COO, K2 Cyber
    Ray Lynch
    Verified
    • Insurance
    • Chapel Hill, North Carolina
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close worked with an insurance company to identify their HubSpot goals. They provided key training for the use of Hubspot objects, the use of pipelines for leads and deals, and overall best practices.

    Onboarding & Training Services for an IoT Company

    • 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
    Verified
    • 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.

    CRM Consulting & SI for Mental Health Company

    • 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
    Verified
    • 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.

    HubSpot Onboarding Services for SaaS Platform

    • 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
    Verified
    • 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.

    HubSpot Onboarding & Training for Asset Management Firm

    • 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
    Verified
    • 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.

    HubSpot & CRM Consulting for Cybersecurity Services Company

    • 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
    Verified
    • 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.

    CRM Consulting & SI for Transportation Co

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

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

    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.

    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.

    CRM & Marketing Consulting for Consulting Company

    • 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
    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.

    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 Rowse

    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 Viskovich

    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.

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

    Learn More
    Verified Client Reviews
    72
    Overall Review Rating
    4.9
    Source
    Clutch
    Last Updated
    December 3, 2025

    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 kamloopsCanada V0K

    10 - 15

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