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

Service Lines

CRM Consulting and SI: 40%
Account-Based Marketing: 10%
Digital Strategy: 10%
Email Marketing: 10%
Recruiting: 10%
Sales Outsourcing: 10%
Staffing: 10%

Select Focus Area

CRM Functions

Sales automation: 70%
Marketing automation: 30%

CRM Solutions

HubSpot CRM Consulting & Implementation: 100%

Sales Outsourcing

B2B Lead Generation: 35%
B2B Lead Qualification: 35%
B2B Appointment Setting: 30%

Staffing Focus

Permanent Staffing: 100%

Industries

Information technology: 25%
Business services: 20%
Manufacturing: 20%
Advertising & marketing: 15%
Financial services: 10%
Other industries: 10%

Clients

Midmarket ($10M - $1B): 60%
Small Business (<$10M): 30%
Enterprise (>$1B): 10%

CRM Consulting and SI Digital Strategy HubSpot CRM Consulting & Implementation Sales automation Marketing automation

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 services with high value, aiding clients in HubSpot onboarding and CRM setup. Clients appreciate their flexibility, responsiveness, and expertise, often highlighting the good fit for budget and project management, but specific pricing details are not disclosed.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 86 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

Areas for Improvement in Pricing Structure

While clients generally appreciate the value provided by Set2Close, some have suggested that more affordable options for small businesses could enhance accessibility to their services. Adjusting the pricing structure could help attract a broader client base.
Expertise in HubSpot Onboarding

Set2Close has consistently demonstrated proficiency in HubSpot onboarding, helping clients from diverse industries set up, customize, and optimize their CRM systems. Clients appreciated their ability to simplify complex processes and provide tailored training, resulting in efficient CRM usage and improved business operations.
Positive Client Relationships

The team at Set2Close is praised for building strong, positive relationships with clients. Their approachable demeanor and genuine interest in client success have fostered a collaborative and supportive working environment.
Clear Communication and Project Management

Set2Close is commended for their clear communication and effective project management. Clients noted that the team was organized, kept clients informed, and ensured projects were completed on schedule. This approach has been instrumental in building trust and ensuring successful project outcomes.
Strength in Building Sales and Marketing Infrastructure

Set2Close has been successful in helping clients build and improve their sales and marketing infrastructure, leading to increased efficiency and effectiveness in business operations. Their strategic approach and expertise in CRM systems are highly valued by clients.
Proactive Problem Solving

Clients appreciate Set2Close's proactive approach to problem-solving, with the team often identifying potential issues before they arise and offering strategic solutions. This foresight has been instrumental in ensuring smooth project execution.

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Set2Close Reviews

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CRM Consulting and SI
HubSpot CRM Consulting & Implementation
+2
Confidential
June - Aug. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"You could tell they enjoyed working with each other and were able to communicate effectively internally."

Nov 11, 2025

Director of Technical Sales, AMSYS Innovative Solutions

Will Martin

Other industries
Houston, Texas
201-500 Employees
Online Review

Set 2 Close set up the HubSpot account of a managed IT services firm. They conducted a discovery of the client's sales process, identified gaps, and mapped out and implemented a standardized sales process.

Set 2 Close successfully set up the client's initial sales process, enabling them to migrate to HubSpot faster and boost their confidence in it. The team completed the tasks on time, responded promptly to concerns or delays from either side, and communicated effectively via online meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director of Technical Sales of AMSYS Innovative Solutions

Describe what your company does in a single sentence.

We are an IT Managed Service Provider based in Houston, Texas that operates nationally under the umbrella of our parent company AMSYS Group.

OPPORTUNITY / CHALLENGE

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

Initial setup of our HubSpot CRM.

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
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.

Set 2 Close was contracted with the following scope:

Conduct a comprehensive discovery of the existing sales process.
Identify gaps and areas for improvement within the current sales workflow.
Map out a streamlined and standardized sales process tailored to our specific needs.
Implement the agreed-upon sales process in HubSpot, ensuring ease of use for the sales team.
Provide training to the sales team on utilizing the new sales process effectively.
Set up the lead in process.

RESULTS & FEEDBACK

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

Our initial sales process in HubSpot was set up exactly as scoped, and while we would continue to develop it Set2Close was instrumental in helping us get HubSpot off the ground. So the measurable outcome was the setup and configuration of HubSpot enabling us to migrate to it faster and feel more confident in at as the appropriate solution.

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

All deliverables were completed on time and they made themselves available weekly with a recurring meeting where we could join to raise any concerns and address blockers. Very prompt responses to any concerns or delays, on either side, always displaying an attention to detail I appreciated.

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?

You could tell they enjoyed working with each other and were able to communicate effectively internally. I often see fully remote consultants merely ticking boxes and not going the extra mile both internally and externally to help their team members as well as clients solve problems as promptly as possible. That was not at all the case here, quite the opposite.

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

Beyond nitpicks no. Set 2 Close executed per the scope, did it in an appropriate amount of time and kept key stakeholders looped in throughout the entire process.

RATINGS

5.0

Business Consulting CRM Consulting and SI
Sales automation
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
CRM Customer Support
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
CRM Customer Support
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
HubSpot CRM Consulting & Implementation
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
CRM Customer Support
+3
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
HubSpot CRM Consulting & Implementation
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

Showing 51-60 of 100 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.

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Verified Client Reviews: 92

Overall Review Rating: 5

Source: Clutch

Last Updated: June 30, 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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Set2Close

Your HubSpot & Revenue Operations Growth Partner!

Overview by:

2 Languages that we service

1 Locations

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Pricing Snapshot

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Reviews

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Top Mentions

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Areas for Improvement in Pricing Structure

Expertise in HubSpot Onboarding

Positive Client Relationships

Clear Communication and Project Management

Strength in Building Sales and Marketing Infrastructure

Proactive Problem Solving

Reviews mentioning:

Set2Close Reviews

HubSpot Setup for Managed IT Services Firm

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CRM System Implementation for Manufacturing Company

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HubSpot Onboarding Support for CBD Products Manufacturer

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HubSpot Consulting for Commuter Airline

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HubSpot Consulting & Setup for Home Inspection Company

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Business & CRM Consulting for Stone Products Manufacturer

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CRM Customer Support, Consulting & SI for Recruiting Co

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HubSpot CRM Consulting for Ice Cream Co

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CRM Consulting for Software Company

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