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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 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.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 69 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

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

    Top Mentions

    Review Highlights

    • 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.

    • 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.

    • High-Quality Training and Resources

      Clients benefit from Set2Close's high-quality training and resources, which enhance their understanding of CRM systems and sales processes. The company's educational approach is highly regarded.

    • Comprehensive Sales Process Consulting

      The company is recognized for their comprehensive sales process consulting, helping clients streamline operations, optimize sales strategies, and improve lead generation. Their expertise in sales enablement is valued by clients.

    • Flexibility and Adaptability

      Set2Close demonstrates flexibility and adaptability in their approach, adjusting to client schedules and unique business needs. Clients appreciate their ability to pivot and accommodate requests, enhancing the overall experience.

    • Proactive and Strategic Guidance

      Clients value Set2Close's proactive and strategic guidance, which helps them navigate complex sales processes and leverage technology effectively. Their insights are instrumental in achieving business goals.

    Set2Close Reviews

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    HubSpot Consulting for IT Services Company

    • 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
    Verified
    • 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.

    HubSpot Training for Managed IT Service Provider

    • 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
    Verified
    • 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.

    HubSpot Onboarding & Set Up for Sales Consulting Co

    • 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.

    Corporate Training & CRM Consulting & SI for IT Services Co

    • 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
    Verified
    • 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.

    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.

    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
    76
    Overall Review Rating
    5
    Source
    Clutch
    Last Updated
    January 23, 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 kamloopsCanada V0K

    10 - 15

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