Set2Close

BACKGROUND

Please describe your company and position.

I am the CMO of Radius Childcare Solutions

Describe what your company does in a single sentence.

At Radius Childcare Solutions, we provide specialized accounting services designed to keep childcare business owners organized, compliant, and optimized for growth.

OPPORTUNITY / CHALLENGE

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

Build a sales process from scratch.

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Referred to me
• Company values aligned

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

2-5 Employees

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

Set 2 Close was tasked with helping us learn HubSpot and set up a sales process for our childcare accounting business.

RESULTS & FEEDBACK

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

Our sales process was audited and now we have a well defined sales process.

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

Yes, everything was always on time. They were always very flexible with us changing the meeting dates on them even though the deliverables were already done.

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?

Not salesy AT ALL! We need to learn from them. We were the ones that had to ask for pricing. They always just wanted to help us define our sales process. 

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?

.

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.

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?

1. Adoption in Hubspot 
2. Usage in Hubspot 
3. 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.  

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.

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.

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.  

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.

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. 

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