Set2Close

BACKGROUND

Please describe your company and position.

I am the CEO of Dewey's BBQ Market

Describe what your company does in a single sentence.

Prepare smoked meats over a hickory wood fire along with sides and desserts.  

OPPORTUNITY / CHALLENGE

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

• Learn Hub Spot
• Send marketing campaigns
• Set up reporting and dashboards

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.

They went above and beyond to provide a comprehensive 'lay of the land' overview of HubSpot's marketing features, pointing out several crucial areas and functionalities I would never have discovered on my own.

RESULTS & FEEDBACK

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

Thanks to this valuable guidance, I learned how to create contact segments, utilize contact dashboards, and build and send email marketing campaigns from scratch.

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

The support provided was exceptional and surpassed previous experiences. Jeremy was incredibly patient and generous with their time, never making me feel rushed or limited.

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?

Overall, working with this team and using the set2close platform has been incredibly valuable!

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

None

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.

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.

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?

No

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.

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

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 

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?

No

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

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