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 with a strong value for cost, delivering tailored services for HubSpot onboarding and CRM optimization. Clients appreciate their flexibility, expertise, and responsiveness, often highlighting the affordability of their services compared to industry standards.

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

High-Quality Training and Resources

Set2Close provides high-quality training and resources that clients find invaluable. Their structured approach to training ensures clients gain a thorough understanding of tools like HubSpot, enabling effective implementation and usage.
Comprehensive CRM Customization

Clients appreciate Set2Close's expertise in customizing CRM systems to fit their unique business needs. Their ability to tailor solutions and provide ongoing support ensures that clients can effectively manage their sales processes and improve operational efficiency.
Innovative Use of Technology

Set2Close is recognized for their innovative use of technology, such as their Sidekick tool, which enhances the user experience and provides additional value to clients. Their ability to integrate technology effectively into projects is a standout feature.
Areas for Improvement in Communication

While generally praised for their communication, some clients suggest that Set2Close could enhance their communication by providing more frequent updates and checking in periodically to ensure ongoing client satisfaction.
Proactive and Strategic Guidance

Clients benefit from Set2Close's proactive and strategic guidance. The team's ability to identify opportunities for improvement and provide actionable insights helps clients achieve their business goals more effectively.
Successful Sales Process Optimization

Set2Close has successfully helped clients optimize their sales processes, resulting in improved efficiency and increased sales. Clients report streamlined operations and better sales outcomes thanks to the strategic insights and tools provided by Set2Close.

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Set2Close Reviews

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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

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They offered great customer service and training advice."

Mar 31, 2025

VP BD Sales & Channels, Clarity Building Controls

Mike StCyr

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

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

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

Describe what your company does in a single sentence.

IoT smart buildings and energy management

OPPORTUNITY / CHALLENGE

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

Orientation
Knowledge & Training
Eye on the future - additional modules

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Referred to me

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

1 Employee

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

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

RESULTS & FEEDBACK

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

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

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

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

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

Virtual Meeting
Email or Messaging App

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

They offered great customer service and training advice.

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

Nothing

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

Mar 28, 2025

National Dir of Business Dev, Drew Horowitz & Associates

Sam Hayes

Medical
Minneapolis, Minnesota
11-50 Employees
Online Review
Verified

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

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

Describe what your company does in a single sentence.

Mental Health Treatment

OPPORTUNITY / CHALLENGE

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

Hubspot Onboarding

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Great culture fit
Good value for cost
Referred to me

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

1 Employee

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

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

RESULTS & FEEDBACK

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

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

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

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

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

Virtual Meeting
Email or Messaging App

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

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

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

RATINGS

5.0

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

5.0

Quality: 4.5

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

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

Mar 26, 2025

Head of Sales, Iqurate

Rebecca Gray

Information technology
United Kingdom
1-10 Employees
Online Review
Verified

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Head of Sales of Iqurate

Describe what your company does in a single sentence.

we are a Saas Platform

OPPORTUNITY / CHALLENGE

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

Hubspot Onboarding

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Referred to me

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

1 Employee

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

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

RESULTS & FEEDBACK

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

Set up and adoption of Hubspot into our business

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

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

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

Virtual Meeting
Email or Messaging App

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

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

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

No not really

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

Mar 25, 2025

Director, NextFolio LLC

Anonymous

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

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am a director at NextFolio LLC

Describe what your company does in a single sentence.

NextFolio is an asset management firm reinventing active investing.

OPPORTUNITY / CHALLENGE

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

HubSpot Onboarding
Marketing

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me
Company values aligned

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

1 Employee

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

General Hubspot Onboarding and Training, Installation of Onboarding Tool

RESULTS & FEEDBACK

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

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

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

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

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

Virtual Meeting
Email or Messaging App

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

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

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

None.

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close adapted and made us successful."

Mar 24, 2025

Executive, SecureGovernComply

Anonymous

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

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am an executive of SecureGovernComply

Describe what your company does in a single sentence.

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

OPPORTUNITY / CHALLENGE

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

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

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Pricing fit our budget
Referred to me

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

2-5 Employees

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

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

RESULTS & FEEDBACK

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

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

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

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

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

Virtual Meeting
Email or Messaging App

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

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

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

none, these guys rock!

RATINGS

5.0

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

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

Mar 24, 2025

CEO, Transportation Co

Anonymous

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

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of a transportation company.

Describe what your company does in a single sentence.

Private transportation for executives.

OPPORTUNITY / CHALLENGE

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

LinkedIn Training
HubSpot Onboarding

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Referred to me

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

2-5 Employees

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

Linkedin Traing & Hubspot Onboarding

RESULTS & FEEDBACK

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

Linkedin training showed progress aswell as sales pipeline.

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

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

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

Virtual Meeting

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

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

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

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

RATINGS

5.0

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

4.5

Quality: 4.5

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The team was very responsive and helpful."

Mar 21, 2025

CEO, Scale Pro Advisors

Adel Senoussi

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

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Scale Pro Advisors

Describe what your company does in a single sentence.

Accounting and CFO Serrvices

OPPORTUNITY / CHALLENGE

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

Onboarding and learning features about HubSpot

SOLUTION

How did you find Set 2 Close?

Hubspot

Why did you select Set 2 Close over others?

Good value for cost
Referred to me

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

2-5 Employees

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

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

RESULTS & FEEDBACK

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

Understanding features of HubSpot marketing and sales. Smooth onboarding

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

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

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

Virtual Meeting

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

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

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

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

RATINGS

4.5

CRM Consulting and SI
Confidential
Feb. - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.0

Willing to Refer: 5.0

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

Mar 18, 2025

CEO, Accudata Holdings, LLC

Catalina Abello

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

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Accudata Holdings, LLC

Describe what your company does in a single sentence.

Employment & Tenant Screening

OPPORTUNITY / CHALLENGE

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

Hubspot
Email Sequence
CRM

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Referred to me

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

1 Employee

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

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

RESULTS & FEEDBACK

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

I applied everything I learned.

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

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

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

Virtual Meeting

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

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

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

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

RATINGS

5.0

"Dennis was great. Would 100% recommend"

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They provided assistance tailored to my specific needs."

Mar 17, 2025

President, JSDuke LLC

Jeanne Duke

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

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

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

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the President of JSDuke LLC

Describe what your company does in a single sentence.

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

OPPORTUNITY / CHALLENGE

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

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

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Referred to me

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

1 Employee

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

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

RESULTS & FEEDBACK

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

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

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

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

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

Virtual Meeting

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

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

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

More information about automation

RATINGS

5.0

Showing 71-80 of 97 Reviews

Our Story

We’re Set2Close: a HubSpot Elite RevOps team built of sales, marketing, reveue system builders and CRM experts who strategize, implement and train.
We have done 500+ HubSpot and CRM implementations and help build scalable sales and marketing systems for B2B companies.
Our history includes fast 3‑month rollouts, B2B client wins (clients reporting up to 40% ARR growth) and top industry rankings.

Meet the Team

Founder and CEO of Set2Close, Jordon leads our RevOps and HubSpot practice. He partners with B2B leadership teams to align sales, marketing, and operations, modernize CRM, and build ethical, predictable revenue systems.

As CMO at Set2Close, Julio blends sales and marketing expertise to design AI driven revenue programs, content, and enablement that help HubSpot teams improve adoption, shorten sales cycles, and turn RevOps into a competitive advantage.

What Sets Us Apart

Unmatched Experience

Our team has over 150 years of combined experience in B2B Sales and Marketing consulting. We have implemented CRM and sales process for over 500 companies. We know how to build scalable systems, drive adoption, and create predictable revenue for organizations just like you.

Quick Facts

5 years in business

Tools and Technology

Zoho CRM

HubSpot

Salesforce

RingCentral

Zapier

AWS

Google Cloud Platform

Power BI

Pipedrive

Freshsales

Mailchimp

Constant Contact

Commonly Asked Questions

Absolutely. We specialize in identifying and removing friction points that stall deals. Through strategic multi-threading and proactive objection handling, we help our clients navigate complex stakeholder environments faster. Our goal is to decrease your Customer Acquisition Cost (CAC) while increasing the velocity of your sales engine.

While results vary by industry, our primary focus is scalable, predictable growth. Beyond just generating immediate pipeline, we build a repeatable sales infrastructure for our clients. Many partners see a significant lift in qualified opportunities within the first 90 days, ultimately leading to a more sustainable and less volatile revenue stream.

We’ve replaced "volume-heavy" spam with intent-driven precision. Set2Close utilizes advanced data signals and personalized messaging that resonates with decision-makers at a human level. By combining cutting-edge sales tech with a deep psychological understanding of the buyer's journey, we achieve response rates that significantly outperform industry averages.

We operate on a "No Surprises" policy. We believe that high-growth sales engines require real-time feedback loops, not just once-a-month PDF reports. Our communication framework is built on three pillars: Real-Time Collaboration: Upon onboarding, we move your team into a dedicated Slack or Microsoft Teams channel. This allows for instant feedback on lead quality, quick pivots in messaging, and immediate celebration of wins. Live Performance Dashboards: You’ll have 24/7 access to a customized data dashboard. We track the metrics that actually move the needle—not just "open rates," but positive reply rates, meeting-to-opportunity conversions, and pipeline value generated. Strategic Review Calls: Beyond the day-to-day, we hold bi-weekly or monthly strategic syncs. During these sessions, we analyze market sentiment, review common objections we’re hearing in the field, and refine our targeting to ensure we are staying ahead of your competitors. We view ourselves as an extension of your internal team; if you feel like you have to "check in" on us, we aren't doing our job. Our goal is to provide such clarity that you always know exactly where your investment is going.

As HubSpot’s fastest-growing Elite Partner, we are world-class specialists in the HubSpot ecosystem. However, our primary goal is to ensure your "Revenue Stack" works for you, regardless of the platform. Our expertise includes: HubSpot (Elite Partner): We provide full-scale implementations, migrations, and custom RevOps architecture. We specialize in turning "messy" HubSpot portals into high-velocity sales engines. Salesforce: We frequently work with clients to optimize their Salesforce environments or manage seamless Salesforce-to-HubSpot migrations. Alternative CRMs: We have extensive experience integrating and managing data across platforms like Pipedrive, Zoho, and Copper. Sales Tech Stack Integration: Beyond the CRM, we bridge the gap between your data and your outreach tools, including Apollo, Clay, Aircall, and LinkedIn Sales Navigator. Whether we are building a system from scratch or optimizing your existing setup, we ensure your CRM acts as a single source of truth for your entire sales organization.

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

Learn More

Verified Client Reviews: 89

Overall Review Rating: 5

Source: Clutch

Last Updated: May 26, 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

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CRM Consulting & Business Consulting for Insurance Company

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Onboarding & Training Services for an IoT Company

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CRM Consulting & SI for Mental Health Company

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HubSpot Onboarding Services for SaaS Platform

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HubSpot Onboarding & Training for Asset Management Firm

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HubSpot & CRM Consulting for Cybersecurity Services Company

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CRM Consulting & SI for Transportation Co

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HubSpot Consulting & Training for Accounting Company

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HubSpot Consulting for Tenant Screening Company

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