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

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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

Positive Impact on Sales and Marketing Processes

Set2Close's work often results in improved sales and marketing processes, including better lead management, increased conversion rates, and enhanced reporting capabilities. Clients appreciate the tangible improvements in their business operations.
Valuable Training and Resources

Set2Close provides comprehensive training and resources, including video tutorials and follow-up materials, which clients find instrumental in understanding and utilizing HubSpot effectively. This support enhances clients' confidence and independence in using the platform.
Effective Project Management

Clients highlight Set2Close's organized project management and timely delivery of services. Their ability to maintain clear communication and meet deadlines is appreciated across various projects, contributing to a smooth and efficient workflow.
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.
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.

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Set2Close Reviews

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CRM Consulting and SI
Confidential
July 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Highly recommend Dennis if you're looking for expert HubSpot guidance!"

May 20, 2025

Teammate, Poolman

Emma Rosensteel

Retail
Eau Claire, Wisconsin
1-10 Employees
Online Review
Verified

Set 2 Close is hired to provide HubSpot implementation support to a pool and spa company. The goal is to help the client navigate the platform.

Set 2 Close's support has made a big difference in helping the client feel confident navigating the HubSpot platform. The team has been knowledgeable, patient, and excellent at explaining things in a way that's easy to understand. The client highly recommends working with Set 2 Close.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the . of Poolman

Describe what your company does in a single sentence.

Pool & Spas

OPPORTUNITY / CHALLENGE

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

Dennis from Set to Close has been a fantastic resource as we work on implementing HubSpot.

SOLUTION

How did you find Set 2 Close?

hubspot

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.

Review for Dennis – Set to Close

He’s knowledgeable, patient, and great at explaining things in a way that’s easy to understand.

RESULTS & FEEDBACK

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

Highly recommend Dennis if you’re looking for expert HubSpot guidance!

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

His support has made a big difference in helping us feel confident navigating the platform.

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

Virtual Meeting

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

RATINGS

5.0

Business Consulting CRM Consulting and SI
Less than $10,000
Apr. - May 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Everything they did was amazing."

May 8, 2025

CEO, BlueSky Construction and Remodeling LLC

Nicolette Cain

Construction
Boerne, Texas
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding services for a construction company. The team conducted multiple training sessions, provided access to the HubSpot onboarding tool, and offered business consulting.

Set 2 Close successfully helped the client adopt HubSpot and familiarize users with the platform. The team held weekly virtual meetings and communicated through emails and messaging apps. Their availability to answer questions impressed the client, resulting in a positive engagement.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of BlueSky Construction and Remodeling LLC

Describe what your company does in a single sentence.

Residential construction, remodeling, and roof rejuvination.

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?

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.

Multiple training sessions, access to the HubSpot onboarding tool, and HubSpot consulting for my business specifically.

RESULTS & FEEDBACK

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

HubSpot adoption, users familiar with how to set up and use HubSpot. Business consulting for sales processes, mapping and sales operations, higher closing ratios.

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

Regular cadence of weekly meetings and homework assigned.

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?

Ease of use, ability to use sidekick tool to assist in daily use and learning of HubSpot, availability of account manager to answer questions and assist with set up.

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

No, everything they did was amazing. There is nothing that could have been done differently.

RATINGS

5.0

Business Consulting CRM Consulting and SI Corporate Training & Coaching
Less than $10,000
Feb. - May 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They did an outstanding job."

May 7, 2025

Founder, Maverick Leadership

Matt Denham

Other industries
Hayesville, North Carolina
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding services for a leadership development company. The team conducted multiple onboarding and training sessions and provided email certification consulting.

Set 2 Close successfully achieved the client's goals, resulting in HubSpot adoption and usage. The team went above and beyond to deliver personalized services that catered to the client's unique business situation. Overall, the team was professional and responsive throughout the engagement.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Founder of Maverick Leadership

Describe what your company does in a single sentence.

Coaching, mentoring and leadership development.

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?

1 Employee

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

We executed multiple onboarding and/or training sessions throughout the period. I had access to the Hubspot onboarding tool called Sidekick.

RESULTS & FEEDBACK

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

Adoption in Hubspot
Usage in Hubspot
Email certification consulting

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

We had weekly meetings with deliverables each week. They went beyond my expectations and answered, identified and helped me see around corners I didn't expect. Very professional throughout the engagement.

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

Virtual Meeting

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

Plus one! It wasn't a cookie cutter template. They identified, and were interested, in my unique business situation and we built goals and milestones to achieve. Again, very professional and went beyond expectations.

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

None. They did an outstanding job.

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The individuals we've worked with are genuine and truly cared about making sure our needs were met."

May 5, 2025

Executive Director, Unbridled Equine Programs

Ty Delley

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

Set 2 Close provided HubSpot CRM consulting for an equine therapy nonprofit. The team helped the client maximize HubSpot's functionalities and assisted with integrating other applications into the platform.

Thanks to Set 2 Close's efforts, the client reduced operational and communication costs by 75%. The team was attentive to the client's needs and delivered timely results. Set 2 Close's genuine care for the project's success and ability to meet the client's needs were hallmarks of their work.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Executive Director of Unbridled Equine Programs

Describe what your company does in a single sentence.

We provide equine therapy for individuals who have experienced life conflicts or trauma, with a specific focus on veterans, first responders, and at-risk youth.

OPPORTUNITY / CHALLENGE

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

Learn how to maximize HubSpot for our specific organization
Assist with integrations of other applications

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?

1 Employee

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

We are using HubSpot in a unique way as we are a nonprofit. So, many of the native functionality needed to be thought of in a different way to provide the best opportunity for our organization to maximze HubSpot. This includes the use of Contact Views, Deals, Workflows, Template usage, etc.

RESULTS & FEEDBACK

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

Decrease time spent in operations and communication of specific projects by 75%.

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

They were very attentive to our specific needs and delivered the information and results requested 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?

The individuals we've worked with are genuine and truly cared about making sure our needs were met.

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

No.

RATINGS

5.0

CRM Consulting and SI
Confidential
Apr. - May 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We were very pleased with the support Set 2 Close provided."

May 2, 2025

President, Restoratio Ranch

Beth Rand

Non-profit
Bastrop, Texas
1-10 Employees
Online Review
Verified

Set 2 Close provided CRM consulting and support for a nonprofit organization. Set 2 Close facilitated the client's team's learning of HubSpot CRM and troubleshooted issues with the initial setup of the system.

Set 2 Close helped the client gain competency with the HubSpot CRM system. The team showcased an impressive ability to facilitate non-tech-savvy users. Set 2 Close was very responsive and facilitated the meetings professionally. The team provided support for issues outside their scope of duties.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the President of Restoratio Ranch

Describe what your company does in a single sentence.

Restoration Ranch provides a safe haven for equine learning and development that nurtures the well-being of veteran families through the gift of the horse.

OPPORTUNITY / CHALLENGE

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

Facilitate team learning for Hubspot CRM data base and marketing system
Troubleshoot issues with initial set up of data base and marketing systems

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.

Dennis took our team through the set 2 start onboarding process for HubSpot.

This was a requirement to initiate our CRM system with Hubspot.

Deliverables included regular calls with team to review set up and troubleshoot problems

RESULTS & FEEDBACK

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

Team competency with HubSpot CRM System

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

Dennis was very responsive and facilitated our team meetings professionally and provided support for issues that were not even within his scope of duties. He's a pro. We were very pleased with the support Set 2 Close provided.

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

Virtual Meeting

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

Ability of Dennis to facilitate non-tech savy users.

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

You were a big help.

RATINGS

5.0

Business Consulting CRM Consulting and SI
Less than $10,000
April 2025

5.0

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

"Set 2 Close's onboarding specialist was very knowledgeable about the product."

Apr 30, 2025

CEO, Tyten Technologies

Tygh VanZandt

Other industries
Bradenton, Florida
11-50 Employees
Online Review
Verified

Set 2 Close provided CRM consulting for an IT services company. The team offered guidance to the client on implementing key features within HubSpot.

Set 2 Close successfully helped the client send emails via campaigns to their prospects and customers. The team's onboarding specialist was knowledgeable about the client's product. Set 2 Close delivered everything on time and communicated with the client through virtual meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Tyten Technologies

Describe what your company does in a single sentence.

Tyten Technolgoiers is an IT service company specializing in communciations and securtity.

OPPORTUNITY / CHALLENGE

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

Orientationon on Hubspot Marketing and Sales

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.

Set2Close provided us with guidnance on implementing key featries within Hubspot.

RESULTS & FEEDBACK

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

We were able to send emails via campaigns to our prosocts and customers.

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

Everything was delivered on time and he was knowledgeable about the product.

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

Virtual Meeting

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

Our Onboarding Specialist was very knowlegeable about the product.

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

Use a meeting application other than Google.

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close demonstrated deep knowledge of Hubspot and best practices for using it for my company's workflow."

Apr 23, 2025

Owner, Simple Communications

Eric Peterson

Information technology
Morris, Illinois
11-50 Employees
Online Review
Verified

Set 2 Close provided CRM onboarding and training services for a managed IT service provider. The team conducted multiple HubSpot training sessions and assigned homework to be completed before the next session.

Set 2 Close's training sessions were instrumental in helping the client track five opportunities using HubSpot. The team demonstrated deep knowledge of the CRM system and best practices, and internal stakeholders were particularly impressed with Set 2 Close's virtual meetings and responsiveness.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Simple Communications

Describe what your company does in a single sentence.

We are managed IT service provider specializing in helping muncipalities and local government agencies with their technology needs.

OPPORTUNITY / CHALLENGE

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

Onboarding and training for Hubspot

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
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.

Multiple training sessions for onboarding Hubspot. Each session had homework for us to complete before the next week's call.

RESULTS & FEEDBACK

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

From our onboarding sessions, I was able to track 5 opportunites that came up using our new Hubspot CRM.

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

Yes, most of the work was on my end for the onboarding.

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 demonstrated deep knowledge of Hubspot and best practices for using it for my company's workflow.

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

Nothing to improve on.

RATINGS

5.0

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

4.5

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Overall, we were very happy with the responsiveness of the Set2Close team!"

Apr 15, 2025

Revenue Operations Consultant, Ionian Consulting

Erin Powell

Other industries
Nashville, Tennessee
1-10 Employees
Online Review

Set 2 Close provided HubSpot onboarding and implementation services for a sales consulting company. The team set up HubSpot features and created email newsletters and campaign sequences.

Thanks to Set 2 Close's efforts, the client launched their email newsletter with over 20% open rates and grew their sales pipeline to over $1 million. The team was highly responsive, prompt, resourceful, and collaborative. Overall, their hands-on approach and creative solutions were outstanding.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Revenue Operations Consultant of Ionian Consulting

Describe what your company does in a single sentence.

Product, go-to-market, and sales consulting

OPPORTUNITY / CHALLENGE

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

Set up Hubspot and onboarding

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

High ratings
Pricing fit our budget
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.

Implementation and onboarding of Hubspot, met on a weekly basis to review progress and troubleshoot, assisted with list selection and criteria for target customers, helped set-up bi-weekly email newsletter and campaign sequences for outbound sales efforts, assisted in setting up contacts, companies, and pipeline features in Hubspot.

RESULTS & FEEDBACK

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

Launched email newsletter for the first time, achieving 20%+ open rates and grew pipeline to over $1m.

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

The Project Management offering from Set2Close was very collaborative and informative. Our representative, William, was incredibly resourceful and prompt in answering all of our questions, rescheduling meetings when we needed to, and helping ensure we met project deliverable deadlines. Overall, we were very happy with the responsiveness of the Set2Close team!

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 hands-on approach was definitely the most impressive and unique aspect of the Set2Close team. Not only with our main Project Manager POC, but also with the Executive Leadership Team. The group leaned in when we needed them and got creative on future solutions and ideas we have as well!

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

Not at this time.

RATINGS

4.5

CRM Consulting and SI Corporate Training & Coaching
Less than $10,000
March 2025

4.5

Quality: 4.5

Schedule: 5.0

Cost: 5.0

Willing to Refer: 4.5

"Their friendly team stood out."

Apr 9, 2025

Director of Professional Services, IT Services Co

Anonymous

Other industries
Montreal, Quebec
51-200 Employees
Online Review
Verified

Set 2 Close provided onboarding and training services for an IT services company. The team helped set up the client's service hub, customer survey, and reporting and integrated them with their CRM.

Set 2 Close's work successfully met the client's expectations. The team provided scheduled and timely meetings, consulting, and training. Moreover, the team communicated effectively via virtual meetings. Overall, the team was friendly, which led to a successful engagement.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director of professional services of an IT services company.

Describe what your company does in a single sentence.

IT support for companies

OPPORTUNITY / CHALLENGE

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

Onboarding
Training

SOLUTION

How did you find Set 2 Close?

Referral

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.

Worked with us in setting up the service hub (customer survey) and reporting, including integration with our CRM

RESULTS & FEEDBACK

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

Sucessfull customer survey

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

Meetings, consulting, training, scheduled & 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?

Their friendly team stood out.

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

All good

RATINGS

4.5

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

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.

Thanks to Set 2 Close's efforts, the client successfully launched their lead and deal pipeline. The team was outstanding in terms of project management, communication, and timeliness. They also leveraged their expertise to bring additional subject matter experts into the conversation when needed.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the COO of K2 Cyber

Describe what your company does in a single sentence.

We are a cyber insurance MGA

OPPORTUNITY / CHALLENGE

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

Hubspot Onboarding
Hubspot Training
Hubspot Subject Matter Expert Advice

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.

Set2Close help identify the goals of our use of Hubspot to operationalize our revenue goals. They provided key training in the use of Hubspot objects, use of pipelines for leads and deals and overall best practices. Their solution architect provide invaluable advice around the use of custom objects to meet the needs of our desired data structure.

RESULTS & FEEDBACK

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

We have launched our lead and deal pipeline to start onboarding distribution partners and set the foundational data model we will leverage.

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

Orrin was an outstanding project manager who had clear communication, was always on time and brought additional subject matter experts into the conversation when needed.

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

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

none

RATINGS

5.0

Showing 61-70 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.

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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

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Alaska Seaplanes

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Derek Shanks

Amara

(1)

Chris Kemp

HART Machine Tool

(1)

Jeff South

Loop ERP

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Zabe Siddique

PFD Style Corp.

(1)

Mushfiqur Rahman

Prime Design & Build

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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

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Set2Close

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Positive Impact on Sales and Marketing Processes

Valuable Training and Resources

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Challenges with Automation and Advanced Features

Successful CRM Migrations and Integrations

Reviews mentioning:

Set2Close Reviews

HubSpot Implementation Support for Pool & Spa Company

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CRM & Business Consulting for Construction Company

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HubSpot CRM Consulting & Onboarding for Leadership Dev Co

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CRM Consulting for Equine Therapy Nonprofit

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HubSpot Consulting for Nonprofit Organization

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HubSpot Consulting for IT Services Company

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HubSpot Training for Managed IT Service Provider

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HubSpot Onboarding & Set Up for Sales Consulting Co

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Corporate Training & CRM Consulting & SI for IT Services Co

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