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 good value for cost, as highlighted by clients who found their services budget-friendly. Many projects reported a seamless onboarding experience with effective communication and timely delivery, contributing to overall satisfaction.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 71 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

Customized Solutions for Unique Needs

Set2Close tailors their services to meet specific client requirements. They understand unique business situations and provide solutions that align with client goals, enhancing overall satisfaction.
Successful CRM and Process Integration

Clients report successful CRM integration and process optimization with Set2Close. They help streamline workflows, improve efficiency, and enhance sales processes, leading to better business outcomes.
High Client Satisfaction

Overall, clients express high satisfaction with Set2Close's services. They appreciate the team's professionalism, expertise, and commitment to delivering value, resulting in positive feedback and recommendations.
Effective Communication and Support

Set2Close is praised for their responsiveness and availability. They are proactive in addressing client questions and provide support through virtual meetings, emails, and messaging apps.
Comprehensive CRM Training

Clients benefit from Set2Close's detailed CRM training, which covers features like contact management, sales pipelines, and automation. This empowers clients to efficiently use HubSpot for business operations.
Room for Improvement in Communication

While Set2Close excels in communication, a few clients suggest improvements in conveying the value of their services more effectively. This could enhance client understanding and engagement.

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Set2Close Reviews

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set2close is great for small businesses looking to grow and build out their sales team."

Jun 30, 2025

Marketing Manager, Four All Ice Cream

Courtney Mayo

Other industries
Ontario, Canada
11-50 Employees
Online Review
Verified

Set 2 Close provides HubSpot CRM consulting for an ice cream company. The team has set up a platform that the client can use in HubSpot.

Set 2 Close has helped the client get the most out of HubSpot. The team has rectified the client's previous experience and provided great advice. Moreover, the team continues to meet virtually with the client to address questions. The client is pleased with the support they've received so far. This review is an update by the client company. The original content is located below the new review.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of Four All Ice Cream

Introduce your business and what you do there.:

We sell ice cream.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address?

We wanted to optimize our usage of HubSpot as a new sales team.

SOLUTION

How did you find Set 2 Close?

Offered by 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?

2-5 Employees

What was the scope of their involvement and team dynamic?

Set2close set up a sidekick platform that we could use in our HubSpot 24/7 to answer questions about the CRM. They also scheduled 4 meetings with us to go over questions and provide feedback on our CRM set up.

What's the status of this engagement?

Continuing to meet virtually to address questions.

RESULTS & FEEDBACK

How did your relationship with your partner evolve?

After receiving service that left us with some unanswered questions, the Set2close team rectified our experience by ensuring we could get our money back, start from scratch, and be guided by a different team member that gave us a lot of great advice.

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

Virtual Meeting

What advice do you have for clients with similar needs to yours?

Set2close is great for small businesses looking to grow and build out their sales team. They helped us get the most out of HubSpot and beyond.

UPDATED REVIEW

This review was published on June 25th, 2025

Courtney Mayo
Marketing Manager, Four All Ice Cream
Consumer Products

Ontario, Canada

11-50

May 2025 - May 2025

Less than $10,000

Verified

Project summary
Set 2 Close provided HubSpot CRM consulting services for an ice cream company. The team was tasked with helping the client set up and optimize their HubSpot account and answering questions.

Feedback summary
Despite their efforts, Set 2 Close's work was not very successful. The team switched representatives after the first meeting, and this resulted in a disorganized approach. Overall, Set 2 Close could improve by keeping the same representative for the entire project and having a more organized plan.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of Four All Ice Cream

Describe what your company does in a single sentence.

We sell ice cream.

OPPORTUNITY / CHALLENGE

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

Set up our HubSpot
Optimize our HubSpot usage
Answer questions we have about HubSpot

SOLUTION

How did you find Set 2 Close?

Offered by 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?

2-5 Employees

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

We were set up with an account manager to help us get the most out of HubSpot. We had 4 weekly meetings to go over specific areas of the software and ask questions about set-up procedures.

RESULTS & FEEDBACK

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

Unsure. It wasn't very successful

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

We were set up with one rep and then switched to another after our first meeting. The first rep had a more organized process by asking us to do "homework" for a certain module and then ask questions based on our learning, but the second rep did not have a clear process. It was very disorganized after the first session.

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 extension software that connects to HubSpot so we can always have assistance when using the CRM.

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

Keep the same rep for the entire package so we don't have to teach multiple people about our needs and why we're using the CRM. Better organization and having a plan for each weekly meeting, as opposed to answering random questions.

Overall rating: 1.0

Quality: 1.0

Cost: 1.0

Schedule: 3.0

Willing to refer: 2.0

RATINGS

5.0

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

4.5

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

"Set 2 Close was responsive and helpful in walking me through my questions and concerns."

Jun 24, 2025

Director of Customer Success, TimeZest

Johannah Strobaugh

Other industries
Wilmington, Delaware
11-50 Employees
Online Review
Verified

Set 2 Close was hired by a scheduling software company to set up their onboarding service pipeline. The team was tasked with setting up workflows and mapping out properties.

Set 2 Close successfully set up the client's onboarding pipeline and operations, moving them to tickets with automation in place. The team was responsive, helpful, and supportive throughout the collaboration. Set 2 Close's ability to provide an outline for each meeting stood out.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director of Customer Success of TimeZest

Describe what your company does in a single sentence.

TimeZest is a fresh approach to client scheduling. Designed and built specifically for MSPs. TimeZest makes scheduling calls, remote support, and onsite visits simple. No more phone and email tag. No more wasted time coordinating availability. Just easy, real-time scheduling your clients and team will love.

OPPORTUNITY / CHALLENGE

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

Set up Onboarding pipeline

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?

2-5 Employees

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

Set 2 Close was in charge of setting up our service pipeline for onboardings. They helped us with workflows and pipeline setup and property mapping.

RESULTS & FEEDBACK

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

Onboarding pipeline and opperations were moved to tickets with automation in place to support processes.

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

Set 2 Close was responsive and helpful in walking me through my questions and concerns.

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

Virtual Meeting

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

It was great to have an outline and know what the intention of the next call was, while still leaving room for ad-hoc questions.

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

n/a

RATINGS

4.5

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Everything was smooth from start to finish."

Jun 20, 2025

Owner, Brilliance Funding Partners

Jared Holmes

Financial services
Raymond, Maine
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot CRM consulting and system integration services for a business loan broker. The team trained the client's staff on AI set-to-close training.

Set 2 Close successfully established the client's workflow and provided them with a comprehensive understanding of HubSpot's features. The team ensured a smooth integration process and conducted weekly check-ins. Set 2 Close's responsiveness and ability to deliver on time were key elements.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Brilliance Funding Partners

Describe what your company does in a single sentence.

Business Loan Broker

OPPORTUNITY / CHALLENGE

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

Set sequences
set deal flow
integrations

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.

AI set to close training

RESULTS & FEEDBACK

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

Work flow is established, and I have comprehensive understanding of hubspot features

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

Everything was smooth from start to finish.

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

Virtual Meeting

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

Integration was smooth and weekly check ins were helpful

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

No notes

RATINGS

5.0

Social Media Marketing
$10,000 to $49,999
Mar. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close's expertise was terrific; their advice was tangible and practical."

Jun 20, 2025

Founder & Chief, Levvigo

Bryce Wisan

Construction
Draper, Utah
1-10 Employees
Online Review
Verified

Set 2 Close provides LinkedIn marketing services for an outsourced accounting company. The team has optimized the client's LinkedIn profile and implemented lead generation and business development strategies.

Set 2 Close has helped the client achieve a more robust LinkedIn profile, significantly greater content views, and a running lead generation system. The team has provided excellent expertise and tangible, practical advice. Set 2 Close has also met the client's expectations for project management.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Founder & Chief of Levvigo

Describe what your company does in a single sentence.

Outsourced accounting for contractors.

OPPORTUNITY / CHALLENGE

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

Optimize LinkedIn profile for sales
Use LinkedIn for outbound lead generation
Using content to craft a LinkedIn inbound strategy

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.

1) We did a thorough review of my LinkedIn profile, updating several elements.

2) We then discussed and implemented several strategies to use LinkedIn for lead gen.

3) LinkedIn training & adoption.

RESULTS & FEEDBACK

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

I have a more robust LinkedIn profile and significantly greater profile and content views.
I have a lead generation system that is running.
I have several strategies for using LinkedIn for business development.

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

The process went as expected re: project management.

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's expertise was terrific; their advice was tangible and practical. I could--and continue to--use what I learned from week to week.

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

I would love to have a virtual notebook of the coaches' notes from our discussions. Between this and my notes, it would be a valuable resource.

RATINGS

5.0

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

4.5

Quality: 4.0

Schedule: 4.5

Cost: 3.5

Willing to Refer: 4.5

"Set 2 Close's virtual training was better than I thought it would be."

Jun 5, 2025

Business Development Director, BPS

Kristin Obrien

Construction
Laconia, New Hampshire
11-50 Employees
Online Review
Verified

Set 2 Close provided CRM consulting and setup for a construction management company. The team was also responsible for conducting onboarding sessions to help the client use the HubSpot CRM module.

Set 2 Close helped the client navigate the HubSpot CRM module. The team was communicative and responsive, responded to the client's questions, and had a flexible approach throughout the engagement, ensuring a smooth collaboration. Set 2 Close's training quality was a hallmark of their performance.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Business Development Director of BPS

Describe what your company does in a single sentence.

Construction Management

OPPORTUNITY / CHALLENGE

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

Set Up CRM

SOLUTION

How did you find Set 2 Close?

HubSpot

Why did you select Set 2 Close over others?

Didn't have other options

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 at Set 2 Close had a series of onboarding sessions with me online to help walk me through the training needed to get started to be able to use the HubSpot CRM module.

RESULTS & FEEDBACK

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

I am able to navigate through the CRM module to use for daily tasks easily.

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

Dennis was right on the ball with communications, reponding to questions and to setting up meetings. he was also flexible when I needed to reschedule something last minute.

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's virtual training was better than I thought it would be.

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

Perhaps an outline to keep the onboarding on track for what is being covered and a way to refer back to athe outline to add notes to for easy reference after online training

RATINGS

4.5

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

"They got it all done very quickly."

May 27, 2025

Executive, AddWork

Anonymous

Other industries
Bend, Oregon
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot consulting for a construction technology firm. They trained the client on HubSpot, imported CSV data, wrote emails, and set up automated data collection and email workflows.

Set 2 Close helped the client become more familiar with HubSpot and launched all the workflows, landing pages, and CTAs. The team was timely, always responsive, and communicative via in-person meetings. They also impressed the client with their knowledge, friendliness, and quick turnaround time.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Executive of AddWork

Describe what your company does in a single sentence.

Provide elegant fast estimate and change order management for the construction industry.

OPPORTUNITY / CHALLENGE

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

to understand the capabilities of HubSpot
To automate work flows
to automate data collection from our app

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

hubspot recommended

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.

Familiarity with Hubspot as it's a lot - they helped us understand and walk through quickly bringing us up to speed.

Upload data from csv files and show us how to do so correctly - super fast and easy good explanations.

automate email workflows and write emails - built workflows for us but showed us so we could build ourselves going forward.

RESULTS & FEEDBACK

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

our own familiriaty and hitting the "go" button on all work flows and landing pages and CTAs etc.

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

yes - very timely, were always responsive. They got it all done very quickly.

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

In-Person Meeting

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

friendly, fast, knowledgeable - got a lot done very quickly, faster than i expected honestly.

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

not really no

RATINGS

5.0

Business Consulting CRM Consulting and SI
Less than $10,000
Nov. - Dec. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Everything was always on time."

May 22, 2025

CMO, Radius Childcare Solutions

Janel Blanco

Financial services
South Miami, Florida
1-10 Employees
Online Review
Verified

Set 2 Close provided sales process development services for a childcare accounting solutions company. The team was tasked with helping the client learn HubSpot and set up a sales process.

Set 2 Close successfully audited and helped define the client's sales process. The team delivered work on time and was flexible with the client's schedule changes. Set 2 Close was genuinely interested in helping the client and was transparent about their pricing.

The client submitted this review online.

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.

RATINGS

5.0

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

Showing 41-50 of 83 Reviews

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

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.

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

Learn More

Verified Client Reviews: 77

Overall Review Rating: 5

Source: Clutch

Last Updated: February 18, 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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Loop ERP

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Zabe Siddique

PFD Style Corp.

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Prime Design & Build

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Maddie Fraser

Promatic Software

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Set 2 Close | B Corp™

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SimulEYE

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Strategic Financial Solutions

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Michael Rappaport

TekProwess LLP

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Sarfraz Ghaus

Tincher Consulting & Inspection Services

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Sonoma Jay

Top Down CPM

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Jennie Rush

Vision on Division

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Woodshed Burgers

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Set2Close

Your HubSpot & Revenue Operations Growth Partner!

Overview by:

2 Languages that we service

1 Locations

Services

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Reviews

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Review Highlights

Customized Solutions for Unique Needs

Successful CRM and Process Integration

High Client Satisfaction

Effective Communication and Support

Comprehensive CRM Training

Room for Improvement in Communication

Reviews mentioning:

Set2Close Reviews

HubSpot CRM Consulting for Ice Cream Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

UPDATED REVIEW

RATINGS

CRM Consulting for Software Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Consulting for Loan Broker

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

LinkedIn Marketing Services for Outsourced Accounting Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

CRM Consulting & Setup for Construction Management Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Consulting for Construction Tech Firm

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

CRM Consulting & SI for Financial services

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Implementation Support for Pool & Spa Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

CRM & Business Consulting for Construction Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK