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%

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 with a strong value for cost, delivering tailored services for HubSpot onboarding and CRM optimization. Clients appreciate their flexibility, expertise, and responsiveness, often highlighting the affordability of their services compared to industry standards.

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

Areas for Improvement in Communication

While generally praised for their communication, some clients suggest that Set2Close could enhance their communication by providing more frequent updates and checking in periodically to ensure ongoing client satisfaction.
High-Quality Training and Resources

Set2Close provides high-quality training and resources that clients find invaluable. Their structured approach to training ensures clients gain a thorough understanding of tools like HubSpot, enabling effective implementation and usage.
Flexibility and Adaptability

Clients appreciate Set2Close's flexibility and adaptability in meeting their needs. The team's willingness to adjust to changing requirements and schedules is highly valued, contributing to successful project outcomes.
Comprehensive CRM Customization

Clients appreciate Set2Close's expertise in customizing CRM systems to fit their unique business needs. Their ability to tailor solutions and provide ongoing support ensures that clients can effectively manage their sales processes and improve operational efficiency.
Cost-Effective Solutions

Set2Close is noted for providing cost-effective solutions that fit within clients' budgets. Clients appreciate the value they receive for the cost, making Set2Close a preferred choice for many businesses.
Responsive and Knowledgeable Team

Set2Close is consistently praised for their responsiveness and depth of knowledge. Clients value their quick responses to inquiries and their ability to provide expert advice and solutions tailored to specific business challenges.

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Set2Close Reviews

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CRM Consulting and SI
CRM Customer Support
+1
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

CRM Consulting and SI
CRM Customer Support
+5
Less than $10,000
Nov. - Dec. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They successfully restructured our workflow."

Nov 28, 2025

President, Bruco Agency Inc

Montgomery Bernardi

Advertising & marketing
Quebec, Canada
1-10 Employees
Online Review
Verified

Set 2 Close has refined a digital marketing agency's sales and lead generation funnels, email marketing, and marketing automations. The team has transitioned the client to using custom reports and dashboards.

Set 2 Close has been instrumental in improving operational efficiency, providing clear visibility into performance metrics such as deal velocity, cash spending, and content delivery rates. The team communicates via virtual meetings, email, and messages. Set 2 Close's expertise stands out.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the President of Bruco Agency Inc

Describe what your company does in a single sentence.

Influencer Marketing / Digital Marketing Agency

OPPORTUNITY / CHALLENGE

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

Refine Sales Funnel
Refine Lead Generation Funnel
Email Marketing / Marketing Automations

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

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 has been instrumental in refining our operational efficiency. Jeremy’s guidance has helped us transition from relying solely on Slack notifications to utilizing robust custom reports and dashboards for tracking team activities, providing clear visibility into performance metrics like deal velocity, cash spending, and content delivery rates.

RESULTS & FEEDBACK

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

They successfully restructured our workflow, redesigning client dashboards within Notion to function as a sales pipeline and establishing clear ownership and permission structures across our team.

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?

Thanks to their expertise, we now have sophisticated reporting on email flow performance, lead journeys, and a detailed sales leaderboard, giving us the data necessary to understand our business functions and strategically plan long-term initiatives, including the development of our loyalty program.

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

No negative feedback to date!

RATINGS

5.0

CRM Consulting and SI
HubSpot CRM Consulting & Implementation
Less than $10,000
Aug. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Set 2 Close has been a tremendous help in aligning our team to use a CRM."

Nov 26, 2025

VP of Strategy, myMechanic

Mark Pruitt

Other industries
Greenville, South Carolina
11-50 Employees
Online Review
Verified

A SaaS platform company has hired Set 2 Close to provide CRM consulting services. The team is responsible for setting up and implementing HubSpot for the client, as well as providing usage training.

Set 2 Close's efforts have resulted in a satisfactory implementation of HubSpot. The team has helped the client improve their efficiency and speed up their sales cycle, communicating effectively via virtual meetings, emails, and messages. Moreover, Set 2 Close's responsiveness has been commendable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the VP of Strategy of myMechanic

Describe what your company does in a single sentence.

A SaaS Platform Technology Company for the Transporation Industry

OPPORTUNITY / CHALLENGE

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

CRM Support
HubSpot Training
Sales Process / Mapping

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Great culture fit
Good value for cost
Referred to me

How many teammates from Set 2 Close were assigned to this project?

6-10 Employees

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

A part of our team had never used a CRM before, and the platform’s trackability, activity logging, and in-app calling features were fantastic for ensuring everyone got on the same page.

RESULTS & FEEDBACK

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

Set 2 Close has been a tremendous help in aligning our team to use a CRM.

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

We love using templates for emails, which makes communication faster and more uniform across all teams. The ability to easily use tasks and send out email templates has significantly increased our efficiency and sped up our sales cycle.

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, we are very pleased with Set2Close; they have been instrumental in setting up our CRM and have been great about answering all our questions. We loved working with them!

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

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We are very pleased with the experience."

Nov 26, 2025

Account Manager, Top Down CPM

Jennie Rush

Other industries
Omaha, Nebraska
11-50 Employees
Online Review
Verified

Set 2 Close provides HubSpot consulting and training for a financial services company. The team assists in cleaning up and categorizing their HubSpot and guides them in utilizing automation features.

Set 2 Close's training is beneficial for the client. The team helps explain and show the client how to use HubSpot. Set 2 Close has successfully delivered the project, and the client is pleased with the experience. The team communicates well through virtual meetings and emails.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Account Manager of Top Down CPM

Describe what your company does in a single sentence.

Planful Implementations

OPPORTUNITY / CHALLENGE

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

HubSpot Cleanup
Hubspot Knowledge
Guidance on Reports and Automation

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

Good value for cost
Referred to me

How many teammates from Set 2 Close were assigned to this project?

1 Employee

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

Overall, the training has been very beneficial. HubSpot is a great tool with a lot of abilities

RESULTS & FEEDBACK

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

Jeremy was very helpful in explaining and showing us how to use HubSpot, and with his guidance, we were able to clean up and categorize our account effectively.

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

We are very pleased with the experience and look forward to building out automations, workflows, reportings, and native integrations in the future.

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?

Nothing to improve on. Very satisfied

RATINGS

5.0

CRM Consulting and SI
CRM Customer Support
+1
Less than $10,000
Nov. - Dec. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Weekly meetings were productive and informative."

Nov 24, 2025

Head of Sales, Amara technologies inc

Chris Kemp

Other industries
Portland, Oregon
1-10 Employees
Online Review
Verified

Set 2 Close has provided HubSpot onboarding and CRM setup support for a fitness and wellness company. The team has met weekly with the client to discuss and troubleshoot the HubSpot onboarding and setup.

Set 2 Close has helped the client upload all their contact information to HubSpot, learn new features and functionality, and become fully operational with their CRM. The team has impressed the client with their vast knowledge of HubSpot and witty sense of humor. They've also met all the deadlines.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the head of sales of Amara technologies inc

Describe what your company does in a single sentence.

Amara provides fitness and wellness services to multifamily properties , helping people live healthier, happier and longer lives

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?

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 weekly to help discuss and troubleshoot hubspot onboarding and setup

RESULTS & FEEDBACK

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

uploaded all our contact information to hubspot, learned new features and functionality, and became fully operational with our CRM

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

yes, weekly meetings were productive and informative

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?

williams vast and expansive knowledge of the entire hubspot universe - and witty sense of humor

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

nothing additional, all was great

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Matt was great."

Nov 24, 2025

Events & Sales Coordinator, Robert Spencer Hospitality

Amanda Totchek

Other industries
Edmonton, Alberta
51-200 Employees
Online Review
Verified

Set 2 Close was hired by a restaurant company to set up HubSpot and their sales process. The team created pipelines, set up sequences, and worked through automations.

Set 2 Close successfully set up sequences, created pipelines, and trained the client's team on email and workflows. The team was great, responsive, and willing to go the extra mile. The client was impressed with Set 2 Close's knowledge of HubSpot.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Events & Sales Coordinator of Robert Spencer Hospitality

Describe what your company does in a single sentence.

Restaurant Company

OPPORTUNITY / CHALLENGE

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

Set up Sales Process in Hubspot

SOLUTION

How did you find Set 2 Close?

friend

Why did you select Set 2 Close over others?

High ratings
Close to my geographic location
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.

Set 2 Close was responsible for setting up our hubspot and sales process, we went over sequences and pipeline creation and worked through automations.

RESULTS & FEEDBACK

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

Sequences set up, pipelines created, training on email and workflows.

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

Yes Matt was great, even if we were running late he was more then willing to stay longer to assist me and was always quick to respond.

What was your primary form of communication with Set 2 Close?

Virtual Meeting

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

Knowledge of Hubspot.

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

None needed

RATINGS

5.0

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

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They went above and beyond to provide a comprehensive 'lay of the land' overview of HubSpot's marketing features."

Nov 13, 2025

CEO, Dewey's BBQ Market

Robert Fitzpatrick

Other industries
Skokie, Illinois
1-10 Employees
Online Review
Verified

Set 2 Close provided marketing strategy and HubSpot training for a BBQ restaurant. The team taught the client how to send email marketing campaigns and set up reporting and dashboards.

Set 2 Close's support was exceptional and surpassed the client's previous experiences. The team was patient and generous with their time. They went above and beyond to provide a comprehensive overview of HubSpot's marketing features. Overall, the client found the partnership incredibly valuable.

The client submitted this review online.

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

RATINGS

5.0

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

Showing 41-50 of 97 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: 89

Overall Review Rating: 5

Source: Clutch

Last Updated: May 27, 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

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Locations (1)

Rue Cheval Noir kamloops, Canada V0K

10 - 15

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Set2Close

Your HubSpot & Revenue Operations Growth Partner!

Overview by:

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Reviews mentioning:

Set2Close Reviews

CRM Consulting & Implementation for Software Company

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Sales & Lead Gen Funnel Refining for Digital Mktg Agency

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CRM Consulting & Implementation for SaaS Platform Company

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CRM Consulting & SI for Financial Services Company

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HubSpot Onboarding & Consulting for Fitness & Wellness Co

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HubSpot Setup for Restaurant Company

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HubSpot CRM Consulting & SI for BBQ Restaurant

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HubSpot Setup for Managed IT Services Firm

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CRM System Implementation for Manufacturing Company

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