Name: Set2Close
Address: Rue Cheval Noir, kamloops, Canada, BC, V0K, CA
Telephone: 1 (604) 700-7719
Price range: $200 - $300
Rating: 4.9

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 cost-effective solutions with strong value for budget-conscious clients. They are praised for their effective onboarding and training processes, often at no upfront cost, which allows companies to maximize HubSpot's capabilities without high initial investments.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 67 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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Set2Close Review Insights

Overall Review Rating

4.9

Quality 4.9
Schedule 5.0
Cost 4.9
Willing to Refer 4.9

Top Mentions

Review Highlights

Room for Improvement in Pricing Tiers

A few clients noted that Set2Close could improve by offering more affordable options for smaller businesses, as the pricing tiers between services were considered a bit steep. This feedback suggests a potential area for improvement in their service offerings.
Customized Solutions and Strategic Guidance

Set2Close was commended for providing customized solutions that aligned with client-specific goals. Their strategic guidance in optimizing sales processes and CRM setups was valued, helping clients achieve measurable improvements in efficiency and sales outcomes.
Responsive and Supportive Team

The team at Set2Close was praised for their responsiveness and support. Clients felt valued and supported, with the team often going above and beyond to address questions and provide timely solutions, contributing to a positive client experience.
Successful CRM and Sales Process Optimization

Set2Close effectively optimized sales processes and CRM systems for clients, resulting in streamlined operations and improved sales outcomes. Clients reported enhanced efficiency and ease of use in their CRM tools, leading to better sales performance.
Proactive and Strategic Approach

Set2Close's proactive approach in providing strategic insights and leveraging technology to enhance client business processes was noted as a standout feature. Their ability to bring in experts when needed and adapt strategies based on client feedback was appreciated.
Value for Cost and Culture Fit

Many clients chose Set2Close for their good value for cost and alignment with company culture. The team's ability to provide cost-effective solutions without compromising on quality was a recurring theme in client feedback.

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Set2Close Reviews

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Business Consulting CRM Consulting and SI
Less than $10,000
July - Sep. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"I liked the web-integrated HubSpot add-on that dove deep into each function and provided additional video examples."

Sep 29, 2025

President, Vision on Division

Daniel Schultz

Manufacturing
Valparaiso, Indiana
1-10 Employees
Online Review
Verified

Set 2 Close provided CRM system implementation support for a manufacturing firm. They set up the client's HubSpot accounts and created sales pipelines, email sequences, and automations.

Set 2 Close successfully set up the sales pipeline and deployed the automations and phone integrations. They also provided staff training and recommendations for an inventory management system. Moreover, the team delivered on time, gave clear instructions, and communicated via online meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the President of Vision on Division

Describe what your company does in a single sentence.

Vision on Division is a small to mid size manufacturing company focused on absorbing your overflow work.

OPPORTUNITY / CHALLENGE

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

Setting up our sales process and prepare for scaling

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
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.

Set2Close helped us set up our Hubspot accounts, sales pipelines, email sequencing, and time saving automations.

RESULTS & FEEDBACK

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

Sales pipeline was set up, training was given to keep us self sufficient, recommendations for inventory management system given, and phone integrations and automations were deployed.

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

Yes, Matt was always timely. He gave clear instructions and manageable outcomes pre and post 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?

I liked the web-integrated HubSpot add-on that dove deep into each function and provided additional video examples.

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

No, it would have been helpful for us to be further along in our life cycle.

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 4.5

"I was impressed with their flexibility in accommodating our needs."

Sep 26, 2025

CEO, On The Green LLC

Neil Fishenden

Other industries
San Diego, California
1-10 Employees
Online Review
Verified

Set 2 Close provides HubSpot onboarding support for a CBD products manufacturer. The team helps the client understand email marketing tools and manages their customer and prospect database.

Set 2 Close has successfully helped the client understand HubSpot tools and features. The team is very accommodating and supportive of the client's specific needs. Set 2 Close's flexibility and cost-effective pricing are key elements of their work.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of On The Green LLC

Describe what your company does in a single sentence.

We manufacture and sell CBD products to the luxury Spa and resort industry

OPPORTUNITY / CHALLENGE

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

Hubspot onboarding
Understand email marketing tools
Manage customer and prospect database

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Good value for cost

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.

Weekly onboarding for hubspot CRM

RESULTS & FEEDBACK

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

Understanding of the hubspot tools and features

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

Very accommodating and supportive of our spacific needs

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 with their flexibility in accommodating our needs.

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
June - Aug. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We were impressed with their accessibility and patience with our questions."

Sep 4, 2025

Head of Commercial, SeaPort Airlines

Derek Shanks

Other industries
Juneau, Alaska
201-500 Employees
Online Review
Verified

Set 2 Close provided HubSpot consulting services for a commuter airline. The team guided the client on HubSpot's new features and the challenges they face.

Set 2 Close patiently answered all the client's questions, equipping them with solid knowledge of HubSpot. The team fulfilled their promises as scheduled and communicated through weekly online meetings. They also impressed the client with their accessibility.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Head of Commercial of SeaPort Airlines

Describe what your company does in a single sentence.

We are operating a new commutter airline between Seattle and Portland under the new brand SeaPort Airlines. We are a subsidiary of Alaska Seaplanes.

OPPORTUNITY / CHALLENGE

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

To provide the small sales team with support on starting in HubSpot.
Guidance on new features in HubSpot.

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.

Met on a weekly basis for guidance on our own HubSpot challenges.

RESULTS & FEEDBACK

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

They answered and helped with our our questions, providing us with a sound knowledge of what we want to use.

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

Yes, eveything as promised and 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?

Accessibility and patience with our questions.

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

None that I can think of.

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close was friendly, helpful, and consistent."

Aug 28, 2025

Office Manager, Tincher Consulting & Inspection Services

Sonoma Jay

Business services
Pleasant Hill, California
1-10 Employees
Online Review

Set 2 Close provided CRM consulting services for a home inspection company. The team was responsible for performing a HubSpot onboarding process for the client.

Set 2 Close completed the client's HubSpot onboarding process and set up the backend. The team was timely and efficient in their responses and thorough and detailed in their training throughout the engagement. Set 2 Close's friendly and helpful approach was a hallmark of their performance.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Office Manager of Tincher Consulting & Inspection Services

Describe what your company does in a single sentence.

Home Inspection Services

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
Pricing fit our budget
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.

Weekly check ins to ensure we were capable of utilizing HubSpot effectively and efficiantly

RESULTS & FEEDBACK

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

All backend set up of HubSpot, Completion of HubSpot onboarding

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

Timeley and efficient in response times, thorough and detailed in training

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 was friendly, helpful, and consistent.

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

Not that I can think of, thank you

RATINGS

5.0

Business Consulting CRM Consulting and SI
Less than $10,000
June - Aug. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We appreciated their professionalism and relatability."

Aug 28, 2025

Sales Manager, Prestige Stone Products

Jamie Lynch

Manufacturing
Dundee, Ohio
11-50 Employees
Online Review
Verified

Set 2 Close provided CRM consulting and system integration for a stone products manufacturer. The team onboarded HubSpot and optimized it for B2B sales. They also built out the client's sales pipeline.

Set 2 Close successfully completed the project, fully adopting HubSpot and integrating it with the client's account management system. The team delivered all services on time and was sensitive to the client's schedule. The client was impressed with Set 2 Close's professionalism and relatability.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Sales Manager of Prestige Stone Products

Describe what your company does in a single sentence.

Production of cement based manufactured stone veneer.

OPPORTUNITY / CHALLENGE

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

Hub Spot on boarding and optimization. Pipeline development and training.

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

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.

Onbording of CRM and accounts management for business to business sales optimization. Build out of pipeline for existing accounts, new accounts, and large scale projects. Streamlined communication methods and platforms to a singular source.

RESULTS & FEEDBACK

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

Hub spot is fully adopted and ran by Sales Manager effectively integrated as account management.

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

Efficiently delivered all services on time and with a great sensitivity to demanding schedules.

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?

We appreciated their professionalism and relatability. Communicating trainings practically.

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

Well done

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their ability to stretch outside of their defined scope of work impressed us."

Jul 2, 2025

Managing Partner, Mural Group

Kyle Rubattino

Business services
Clarksville, Tennessee
1-10 Employees
Online Review
Verified

Set 2 Close provided HubSpot onboarding services for a recruiting company. The team met with the client weekly to ensure HubSpot was functional and that their sales process was optimized.

Set 2 Close successfully completed the HubSpot setup, marking the project's success. The team delivered work on time, promptly addressed the client's requests, and communicated via virtual meetings. The team's willingness to go beyond the defined scope to provide comprehensive support stood out.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Managing Partner of Mural Group

Describe what your company does in a single sentence.

Recruiting

OPPORTUNITY / CHALLENGE

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

Oboarding Hubspot

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.

We met for weekly check ns to ensure Hubspot was fucntional and that our sales process was optimized.

RESULTS & FEEDBACK

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

Hubspot set up

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

Yeah everything was delivered on time, and requests were answered promptly offline if 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?

Their ability to stretch outside of their defined scope of work impressed us. They did that to provide comprehensive support to my team as first time users of 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
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

Showing 31-40 of 79 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: 74

Overall Review Rating: 4.9

Source: Clutch

Last Updated: January 14, 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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Tincher Consulting & Inspection Services

(1)

Sonoma Jay

Top Down CPM

(1)

Jennie Rush

Vision on Division

(1)

Daniel Schultz

Woodshed Burgers

(1)

Amanda Totchek

Additional Connections

(8)

Set2Close

Your HubSpot & Revenue Operations Growth Partner!

Overview by:

2 Languages that we service

1 Locations

Services

Focus

Industries

Clients

Pricing Snapshot

What Clients Have Said

Most Common Project Size

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Reviews

Set2Close Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Room for Improvement in Pricing Tiers

Customized Solutions and Strategic Guidance

Responsive and Supportive Team

Successful CRM and Sales Process Optimization

Proactive and Strategic Approach

Value for Cost and Culture Fit

Reviews mentioning:

Set2Close Reviews

CRM System Implementation for Manufacturing Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Onboarding Support for CBD Products Manufacturer

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Consulting for Commuter Airline

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

HubSpot Consulting & Setup for Home Inspection Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Business & CRM Consulting for Stone Products Manufacturer

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

CRM Customer Support, Consulting & SI for Recruiting Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

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