Set2Close

BACKGROUND

Please describe your company and position.

I am the Partner of Strategic Wealth Management

Describe what your company does in a single sentence.

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

OPPORTUNITY / CHALLENGE

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

• Onboarding for HubSpot

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Set2Close were assigned to this project?

2-5 Employees

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

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

RESULTS & FEEDBACK

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

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

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

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

What was your primary form of communication with Set2Close?

Virtual Meeting

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

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

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

Can't think of anything.

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.

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!

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?

NA

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

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

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

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.