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 excellent value, with clients frequently noting budget alignment and effective cost-to-value ratios. Their services are tailored to individual business needs, ensuring cost-effectiveness while delivering high-quality support and training in HubSpot integration.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 83 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

Valuable Training and Resources

Set2Close provides comprehensive training and resources, including video tutorials and follow-up materials, which clients find instrumental in understanding and utilizing HubSpot effectively. This support enhances clients' confidence and independence in using the platform.
Challenges with Automation and Advanced Features

Some clients noted challenges in fully grasping automation and advanced HubSpot features within the engagement timeframe. While the foundational training was solid, additional focus on advanced functionalities could enhance client outcomes.
Effective Project Management

Clients highlight Set2Close's organized project management and timely delivery of services. Their ability to maintain clear communication and meet deadlines is appreciated across various projects, contributing to a smooth and efficient workflow.
Proficiency in HubSpot Implementation

Set2Close is consistently praised for their expertise in implementing and customizing HubSpot to meet diverse client needs, including CRM setup, pipeline creation, and marketing automation. Clients from various industries appreciate their ability to tailor HubSpot's functionalities for specific business requirements.
Personalized and Tailored Services

Set2Close is recognized for their personalized approach to client projects. They take the time to understand unique business needs and offer tailored solutions, which clients find valuable and effective in achieving their goals.
Positive Impact on Sales and Marketing Processes

Set2Close's work often results in improved sales and marketing processes, including better lead management, increased conversion rates, and enhanced reporting capabilities. Clients appreciate the tangible improvements in their business operations.

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CRM Consulting and SI
Less than $10,000
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The initial training and setup were amazing."

Mar 17, 2026

Director Sales, Win-Mar Freight Management Inc.

Scott Duncan

Supply Chain, Logistics, and Transport
Winnipeg, Manitoba
11-50 Employees
Online Review
Verified

Set2Close provided CRM consulting and HubSpot implementation for a freight management company. The team helped the client manage their sales pipeline and set up summary reports.

Set2Close delivered an excellent initial training and setup, enabling the client to manage leads and deals through their sales pipeline. The client was impressed with the team's responsiveness and ability to answer all their questions. The client also appreciated the summary reports and usage stats.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director Sales of Win-Mar Freight Management Inc.

Describe what your company does in a single sentence.

Transportation & Logistics

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Set up deals
Manage CRM
create sales pipeline

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Good value for cost
Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

The initial training and setup were amazing, all my questions were answered.

RESULTS & FEEDBACK

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

Now, we’re easily managing leads and deals through the pipeline and using the HubSpot app to update tasks and notes while on the road. The summary reports and usage stats are a huge plus.

What was your primary form of communication with Set2Close?

Virtual Meeting

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

The foundation is set; now it’s just on us to keep the momentum going!

Are there any areas for improvement or something Set2Close could have done differently?

N/A

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Jan. - Feb. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The support was tailored exactly to my business needs."

Feb 27, 2026

CEO, SIPVM INC

Jean Donald Verzilus

Business services
Mascouche, Quebec
1-10 Employees
Online Review
Verified

Set2Close provided CRM consulting and support for an IT services company. The team was responsible for assisting the client in setting up a CRM system for their business.

Set2Close completed the project and provided support personalized to the client's business needs. The team was responsive, communicated via virtual meetings, email, and messages, and provided specific and actionable answers. Moreover, Set2Close's expertise and personalized approach were commendable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of SIPVM INC

Describe what your company does in a single sentence.

MSP and MSSP

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

startup setup

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

High ratings
Pricing fit our budget
Great culture fit
Good value for cost

How many teammates from Set2Close were assigned to this project?

1 Employee

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

The support was tailored exactly to my business needs.

RESULTS & FEEDBACK

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

What I appreciated most was that when I had questions, I received specific, actionable answers rather than just general knowledge.

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

Everything went smoothly from start to finish.

What was your primary form of communication with Set2Close?

Virtual Meeting
Email or Messaging App

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

I highly recommend their services for any business looking to scale with HubSpot through truly personalized expertise.

Are there any areas for improvement or something Set2Close could have done differently?

N/A

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Jan. - Feb. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Working with Set2Close was essential to simplifying our workflow and ensuring we never felt overwhelmed."

Feb 18, 2026

Shawn Heer, Pyro Shield

Shawn Heer

Manufacturing
Crown Point, Indiana
11-50 Employees
Online Review
Verified

Set2Close provided HubSpot onboarding services for a high-temperature textiles manufacturing company. The team connected Outlook to the HubSpot platform and showed the client how to use the HubSpot chat widget.

Set2Close successfully completed the HubSpot onboarding, simplifying the client's workflow. The team was highly knowledgeable, breaking down complex processes into simple steps for non-tech users. Set2Close communicated through virtual meetings, email, and messages.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Shawn Heer of Pyro Shield

Describe what your company does in a single sentence.

High Temp Textiles manufacturing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Learn Hubspot
Track sale leads
organize information

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Pricing fit our budget
Good value for cost

How many teammates from Set2Close were assigned to this project?

1 Employee

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

Jeremy and the team at Set2Close were more than helpful during our HubSpot onboarding. It was incredibly knowledgeable, guiding us through everything from connecting Outlook to navigating the platform's many moving parts.

RESULTS & FEEDBACK

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

I especially liked how they broke down complex processes into simple, digestible steps for our non-tech users. They even showed us how to get quick answers using the HubSpot chat widget.

What was your primary form of communication with Set2Close?

Virtual Meeting

Email or Messaging App

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

Working with Set2Close was essential to simplifying our workflow and ensuring we never felt overwhelmed. They truly helped us every step of the way!

Are there any areas for improvement or something Set2Close could have done differently?

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Sep. 2025 - Feb. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track."

Feb 10, 2026

Marketing, Zonna Energy

Timothy Eckert

Energy & natural resources
New Holland, Pennsylvania
11-50 Employees
Online Review

Set2Close provided HubSpot onboarding and training support for a solar equipment distributor. The team was responsible for assisting the client in getting the HubSpot training and support they needed.

Set2Close provided a cost-effective onboarding option that was a perfect solution for the client's needs. The team kept the client on track, was responsive to their needs, and provided quick resources and documentation. Overall, Set2Close's work was a game-changer for the client.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing of Zonna Energy

Describe what your company does in a single sentence.

Zonna Energy is a Solar Equipment Distributor

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

ONboarding for our Hubspot CRM and Sales Module

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Pricing fit our budget
Good value for cost
Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed.

RESULTS & FEEDBACK

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

Working with the Set 2 Close team was a very helpful process.

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

Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.

What was your primary form of communication with Set2Close?

Virtual Meeting
Email or Messaging App

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

Are there any areas for improvement or something Set2Close could have done differently?

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Jan. 2025 - Jan. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their flexibility and the depth of knowledge in the product."

Jan 23, 2026

CEO, PFD Canada Corporation

Mushfiqur Rahman

Manufacturing
Vancouver, British Columbia
1-10 Employees
Online Review
Verified

Set2Close provided CRM consulting and training services for a clothing manufacturer. The team helped the client become proficient with HubSpot and set up deal pipelines.

Set2Close completed the data import, created workflows for an efficient pipeline, and provided training to make the client self-sufficient. The team delivered work on time, managed risks, and communicated via virtual meetings and email. Their flexibility and product knowledge were commendable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of PFD Canada Corporation

Describe what your company does in a single sentence.

We manufacture and supply apparel from Bangladesh and Far East

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Gain proficiency in using HubSpot
Setting up deal pipelines

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

High ratings
Referred to me

How many teammates from Set2Close were assigned to this project?

2-5 Employees

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

Building out sales hub enterprise with pipelines, workflows, reporting and training.

RESULTS & FEEDBACK

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

Successful data import

Workflows for efficient pipeline

Training to make us self sufficient

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

Yes - it was on time and risks were managed appropriately

What was your primary form of communication with Set2Close?

Virtual Meeting
Email or Messaging App

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

Their flexibility and the depth of knowledge in the product.

Are there any areas for improvement or something Set2Close could have done differently?

No comments at this point

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They were able to answer questions on the go and help set up the system."

Jan 21, 2026

Executive Assistant, SimulEYE

Martina Moss

Medical
Westlake Village, California
11-50 Employees
Online Review
Verified

Set2Close provided HubSpot onboarding services for an eye model manufacturing company. The team helped the client get access to the HubSpot learning tool and set up the foundations.

Set2Close helped the client understand how to get started with HubSpot and set up the system according to their needs. The team answered questions promptly and provided detailed solutions for complex inquiries. Moreover, they were responsive, and easy to work with.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Executive Assistant of SimulEYE

Describe what your company does in a single sentence.

We make eye models to practice surgery on.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

HubSpot Onboarding

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Pricing fit our budget
Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

Got access to the HubSpot learning tool. Met for check-ins to help with any questions and set up of the foundations.

RESULTS & FEEDBACK

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

Understanding of getting started in HubSpot and how to set up the system so it fits our company.

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

Yes, they were able to answer questions on the go and help set up the system. If we had more complicated questions, they would get back with more in detail anwers specific to our needs.

What was your primary form of communication with Set2Close?

Virtual Meeting

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

Saw the bigger picture

Are there any areas for improvement or something Set2Close could have done differently?

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Nov. 2025 - Dec. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The onboarding was perfectly paced, maintaining our HubSpot momentum while we balanced other business priorities."

Jan 14, 2026

Director Client Strategy, Sycamore Leaf Solutions

Michaela Lamb

Financial services
Omaha, Nebraska
11-50 Employees
Online Review
Verified

Set2Close provides HubSpot CRM implementation and training services for an educational software company. The team has provided sales enablement services and acted as the sole point of contact for the client.

Set2Close has delivered a successful project on time and been highly responsive to the client's needs. The team is accommodating, provides cost-effective pricing, and is easy to work with. Set2Close's onboarding process is well-paced, and the client is impressed with the team's expertise.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director Client Strategy of Sycamore Leaf Solutions

Describe what your company does in a single sentence.

At Sycamore, we put schools at the center of everything we do. Built by former educators and administrators, Sycamore provides the tools and support you need, so you can spend more time focusing on your students.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

HubSpot Implementation
CRM Training
Sales Enablement

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

High ratings
Pricing fit our budget
Good value for cost

How many teammates from Set2Close were assigned to this project?

1 Employee

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

The onboarding was perfectly paced, maintaining our HubSpot momentum while we balanced other business priorities.

RESULTS & FEEDBACK

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

Working with Set2Close was a fantastic experience.

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

As a growing company, we found the pricing cost-effective for the value provided. Having a single point of contact for HubSpot optimization, rather than juggling multiple people, made the entire project seamless. Highly recommended!

What was your primary form of communication with Set2Close?

Virtual Meeting
Email or Messaging App

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

Jeremy was incredibly accommodating and responsive, expertly handling all our questions throughout the process.

Are there any areas for improvement or something Set2Close could have done differently?

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Oct. - Dec. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set2Close's culture and hospitality were impressive."

Dec 12, 2025

Executive, Alias Intelligence

Anonymous

Other industries
Los Angeles, California
51-200 Employees
Online Review
Verified

Set2Close provided HubSpot consulting and strategy for a due diligence background check company. The team interviewed all stakeholders, guided them through the problem assessment process, and created a roadmap.

Set2Close's efforts resulted in positive feedback from the interviews. The team consistently provided timely items, demonstrated a thorough approach, and communicated effectively via virtual meetings, emails, and messages throughout the engagement. The client was pleased with Set2Close's work.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I'm an executivfe at Alias Intelligence

Describe what your company does in a single sentence.

Due Diligence Background Checks

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Provide an assessment and roadmap to improve
Scope out HubSpot health

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Pricing fit our budget
Great culture fit
Referred to me
Company values aligned

How many teammates from Set2Close were assigned to this project?

2-5 Employees

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

Interview all stakeholders, guide them through the problem assessment process, and provide a robust improvement plan.

RESULTS & FEEDBACK

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

Feedback from interviews.

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

Absolutely, timely and thorough

What was your primary form of communication with Set2Close?

Virtual Meeting
Email or Messaging App

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

Set2Close's culture and hospitality were impressive.

Are there any areas for improvement or something Set2Close could have done differently?

N/A

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"William and his team were very responsive."

Dec 2, 2025

Partner, Strategic Wealth Management

Michael Rappaport

Financial services
Redlands, California
1-10 Employees
Online Review
Verified

Set2Close provided CRM consulting for a wealth management firm. The team helped the client onboard HubSpot and taught them how to use the platform.

Set2Close helped the client understand the fundamentals of HubSpot, enabling them to use the platform for their email campaigns. The team was very responsive to the client's needs and questions. The client was impressed with the team's personal interaction and technical expertise.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Partner of Strategic Wealth Management

Describe what your company does in a single sentence.

We are a Wealth Management firm that helps our clients plan for their retirement.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Onboarding for HubSpot

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Pricing fit our budget
Good value for cost
Referred to me

How many teammates from Set2Close were assigned to this project?

2-5 Employees

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

Met with our Onboarding Specialist William biweekly after we purchased HubSpot as our new CRM. Along with William and the Set 2 Close Sidekick Chrome Extension, we got started with HubSpot on a really strong footing.

RESULTS & FEEDBACK

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

We were able to develop a good understanding of the fundamentals of HubSpot and our Marketing Director was able to develop some more advanced functions like Sequences and Email Campaigns.

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

William and his team were very responsive and responded by email with all additional questions we had outside of the virtual meetings.

What was your primary form of communication with Set2Close?

Virtual Meeting

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

I was impressed by the blend of personal interaction and the chrome extension. It helped us with the base of understanding and let us explore more advanced topics. We had a different CRM previously and it was always too complicated to implement our ideas.

Are there any areas for improvement or something Set2Close could have done differently?

Can't think of anything.

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We had no issues with communication; Set 2 Close was great."

Nov 28, 2025

Executive Account Manager, Promatic Software

Adam Beatty

Other industries
Kelowna, British Columbia
11-50 Employees
Online Review
Verified

Set 2 Close provided CRM consulting and implementation services for a software company. The team was responsible for onboarding the client in HubSpot to help them get their instance up and running.

Set 2 Close's work helped the client gain a strong understanding of HubSpot's marketing features. The team provided answers to all questions and responded promptly to the client's communication. Moreover, the client was impressed with Set 2 Close's ability to exceed expectations.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Executive Account Manager of Promatic Software

Describe what your company does in a single sentence.

Software Company

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.

Onboarding Consultations on a weekly or bi - weekly basis. Helped us get up and running with Hubspot.

RESULTS & FEEDBACK

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

Gaining a strong understanding of Hubspot marketing by the end of the program. Set 2 close provided answers to all questions that came up along the way.

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

They responded to all communication in a timely manner. We had no issues with communication; Set 2 Close was great.

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?

The sidekick program that came with their package was a great help while working on Hubspot by myself without anyone from the set 2 close team. Also, their onboarding specialist, William, went above and beyond expectations during our online meetings and over email.

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

Nothing comes to mind.

RATINGS

5.0

Showing 31-40 of 96 Reviews

Our Story

We’re Set2Close: a HubSpot Elite RevOps team built of sales, marketing, reveue system builders and CRM experts who strategize, implement and train.
We have done 500+ HubSpot and CRM implementations and help build scalable sales and marketing systems for B2B companies.
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.

What Sets Us Apart

Unmatched Experience

Our team has over 150 years of combined experience in B2B Sales and Marketing consulting. We have implemented CRM and sales process for over 500 companies. We know how to build scalable systems, drive adoption, and create predictable revenue for organizations just like you.

Quick Facts

5 years in business

Tools and Technology

Zoho CRM

HubSpot

Salesforce

RingCentral

Zapier

AWS

Google Cloud Platform

Power BI

Pipedrive

Freshsales

Mailchimp

Constant Contact

Commonly Asked Questions

Absolutely. We specialize in identifying and removing friction points that stall deals. Through strategic multi-threading and proactive objection handling, we help our clients navigate complex stakeholder environments faster. Our goal is to decrease your Customer Acquisition Cost (CAC) while increasing the velocity of your sales engine.

While results vary by industry, our primary focus is scalable, predictable growth. Beyond just generating immediate pipeline, we build a repeatable sales infrastructure for our clients. Many partners see a significant lift in qualified opportunities within the first 90 days, ultimately leading to a more sustainable and less volatile revenue stream.

We’ve replaced "volume-heavy" spam with intent-driven precision. Set2Close utilizes advanced data signals and personalized messaging that resonates with decision-makers at a human level. By combining cutting-edge sales tech with a deep psychological understanding of the buyer's journey, we achieve response rates that significantly outperform industry averages.

We operate on a "No Surprises" policy. We believe that high-growth sales engines require real-time feedback loops, not just once-a-month PDF reports. Our communication framework is built on three pillars: Real-Time Collaboration: Upon onboarding, we move your team into a dedicated Slack or Microsoft Teams channel. This allows for instant feedback on lead quality, quick pivots in messaging, and immediate celebration of wins. Live Performance Dashboards: You’ll have 24/7 access to a customized data dashboard. We track the metrics that actually move the needle—not just "open rates," but positive reply rates, meeting-to-opportunity conversions, and pipeline value generated. Strategic Review Calls: Beyond the day-to-day, we hold bi-weekly or monthly strategic syncs. During these sessions, we analyze market sentiment, review common objections we’re hearing in the field, and refine our targeting to ensure we are staying ahead of your competitors. We view ourselves as an extension of your internal team; if you feel like you have to "check in" on us, we aren't doing our job. Our goal is to provide such clarity that you always know exactly where your investment is going.

As HubSpot’s fastest-growing Elite Partner, we are world-class specialists in the HubSpot ecosystem. However, our primary goal is to ensure your "Revenue Stack" works for you, regardless of the platform. Our expertise includes: HubSpot (Elite Partner): We provide full-scale implementations, migrations, and custom RevOps architecture. We specialize in turning "messy" HubSpot portals into high-velocity sales engines. Salesforce: We frequently work with clients to optimize their Salesforce environments or manage seamless Salesforce-to-HubSpot migrations. Alternative CRMs: We have extensive experience integrating and managing data across platforms like Pipedrive, Zoho, and Copper. Sales Tech Stack Integration: Beyond the CRM, we bridge the gap between your data and your outreach tools, including Apollo, Clay, Aircall, and LinkedIn Sales Navigator. Whether we are building a system from scratch or optimizing your existing setup, we ensure your CRM acts as a single source of truth for your entire sales organization.

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

Learn More

Verified Client Reviews: 88

Overall Review Rating: 5

Source: Clutch

Last Updated: April 28, 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

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Alaska Seaplanes

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Derek Shanks

Amara

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Chris Kemp

HART Machine Tool

(1)

Jeff South

Loop ERP

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Zabe Siddique

PFD Style Corp.

(1)

Mushfiqur Rahman

Prime Design & Build

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Jane Zamora

Maddie Fraser

Promatic Software

(1)

Adam Beatty

Set 2 Close | B Corp™

(1)

Subhan Alam

SimulEYE

(1)

Martina Moss

Strategic Financial Solutions

(1)

Michael Rappaport

TekProwess LLP

(1)

Sarfraz Ghaus

Tincher Consulting & Inspection Services

(1)

Sonoma Jay

Top Down CPM

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Jennie Rush

Vision on Division

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Daniel Schultz

Woodshed Burgers

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Amanda Totchek

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Set2Close

Your HubSpot & Revenue Operations Growth Partner!

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Valuable Training and Resources

Challenges with Automation and Advanced Features

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Personalized and Tailored Services

Positive Impact on Sales and Marketing Processes

Reviews mentioning:

Set2Close Reviews

CRM Consulting & SI for Freight Management Company

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CRM Consulting for IT Services Company

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HubSpot Onboarding for High-Temperature Textiles Company

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CRM Onboarding & Training for Solar Equipment Distributor

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CRM Consulting & SI for Clothing Manufacturer

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CRM Consulting & SI for Ophtalmic Model Manufacturer

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HubSpot CRM Implementation for Educational Software Co

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CRM Consulting for Due Diligencie Background Check Company

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HubSpot Implementation & Training for Wealth Management Firm

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