Set2Close

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

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. 

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 

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

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.