Set2Close

BACKGROUND

Please describe your company and your position there.

Chemical manufacturing and distribution company

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close, and what were your goals?

Set 2 Close was hired to assist us with several initiatives, including sales recruitment, sales management, digital and social media marketing and CRM implementation. Our goal was to build a stronger sales and marketing process and drive new business.

SOLUTION

How did you select this vendor and what were the deciding factors?

We connected on social media and entered into a discussion on how their services could benefit our company.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

As mentioned in the challenge section.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with up to 5 or 6 individuals over the course of the year from the owner/CEO to various experts in individual areas.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Overall, we were very happy with the service and results that we gained by working with Set 2 Close. They were professional and obviously skilled.

How effective was the workflow between your team and theirs?

We had regular meetings and check-ins that were well organized with clear objectives. There was clear communication and they integrated into our processes easily.

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

They were honest, professional, and full of energy and integrity. They genuinely wanted to see us succeed.

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

Our business is quite technical and our customers are often quite sophisticated so the automated and canned approach did not work as well for our business model as it may in other industries and markets.

BACKGROUND

Please describe your company and position.

I am the Founder / Filmmaker of VIBE Media

Describe what your company does in a single sentence.

VIBE Media is a full-service content production company specializing in cinematic video, photography, branded content, and marketing assets for growing businesses, events, and brands nationwide. We partner with companies in corporate, fitness, wellness, legal, and entrepreneurial industries to create impactful media that builds brand visibility, drives engagement, and supports business growth. 
From commercials and social content to product photography and live event coverage, we deliver end-to-end creative production designed to help brands stand out and connect with their audience.

OPPORTUNITY / CHALLENGE

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

• Hubspot Set up

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• Pricing fit our budget
• Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

We really liked how they helped with our HubSpot knowledge, since we didn’t know what we didn’t know.

RESULTS & FEEDBACK

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

They were very flexible in accommodating our timelines and new team members' schedules.

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

The starter program was a great starting point, but we still have so much more to learn with HubSpot and look forward to building this out.
What was your primary form of communication with Set2Close?

Virtual Meeting

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

They also helped connect our ClickUp native integration with initial automations for the sales team.

BACKGROUND

Please describe your company and position.

I am the VP Sales of Perfect Optical Lab

Describe what your company does in a single sentence.

Wholesale Optical Laboratory supplying customized prescription eyeglasses to eyecare professionals across the US.

OPPORTUNITY / CHALLENGE

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

• Help us launch and train our team on Hubspot.

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

High ratings

How many teammates from Set2Close were assigned to this project?

1 Employee

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

Jeremy’s energy, knowledge and ability to walk through hubspot and keep us engaged was really good

RESULTS & FEEDBACK

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

Since the team I had was very hesitant, and needed hands-on guidance. They made it very simple and easy to comprehend.

What was your primary form of communication with Set2Close?

Virtual Meeting

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

Jeremy’s positivity was great! The digital sidekick was amazing, that feature was invaluable. Would recommend for any company looking to get up to speed with HubSpot!

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

N/A

BACKGROUND

Please describe your company and position.

I am the General Manager of Canyon State Propane

Describe what your company does in a single sentence.

Propane service.

OPPORTUNITY / CHALLENGE

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

• Hubspot help lead setup

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

The initial training provided a solid foundation for understanding the basics of HubSpot. As a team, we quickly realized 'we didn't know what we didn't know,' but the guidance helped bridge those gaps. 

RESULTS & FEEDBACK

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

Setting up our lead tracking was particularly helpful and has made a real difference in our sales process.

What was your primary form of communication with Set2Close?

Virtual Meeting

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

 Looking forward to continuing to build out our HubSpot with Set2Close!Are there any areas for improvement or something Set2Close could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Operations of Horizon Storage Group

Describe what your company does in a single sentence.

We are a self storage developer.

OPPORTUNITY / CHALLENGE

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

• HubSpot Intro and solutions
• Campaign sends
• Segment creation

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

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

How many teammates from Set2Close were assigned to this project?

1 Employee

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

Working with Set2Close has been an incredible experience. Jeremy’s deep knowledge was instrumental in getting our team email successfully connected with our MSP, but their value went far beyond technical setup.

RESULTS & FEEDBACK

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

As a partner, they helped us navigate what we "didn't know," providing specific solutions and configurations tailored exactly to our goals. 

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

The team was flexible, adaptable, and highly communicative throughout the entire process.

What was your primary form of communication with Set2Close?

Virtual Meeting

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

In a world full of AI buzz, having a genuine human connection and personal touch made all the difference. We’d highly recommend Set2Close and would absolutely work with them again!

BACKGROUND

Please describe your company and position.

 I am the CEO of a retail company 

Describe what your company does in a single sentence.

Retail business selling prenatal vitamins.

OPPORTUNITY / CHALLENGE

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

• Onboarding to Hubspot
• Setting up campaigns/sequences
• Employee training

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Set2Close were assigned to this project?

1 Employee

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

Working with Jeremy and Set2Close was a game-changer for our team as we navigated HubSpot for the first time. 

RESULTS & FEEDBACK

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

We truly appreciated his hands-on, 1-on-1 support and his ability to meet us exactly where we were in our journey. It never felt like an upsell; every recommendation was genuinely aligned with helping us drive value and gain independence to stand on our own feet. Plus, having access to the Sidekick tool provided an incredible boost to our workflow. 

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

Jeremy was always proactive about our needs, never hesitating to bring in additional experts when specific topics required extra depth. 

What was your primary form of communication with Set2Close?

Virtual Meeting

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

Highly recommended for any team looking to master HubSpot!

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

NA

BACKGROUND

Please describe your company and position.

I am the Manager, Brand & Technology of Dress for Success Toronto

Describe what your company does in a single sentence.

Dress for Success Toronto empowers women on their career journey.

OPPORTUNITY / CHALLENGE

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

• CRM Training
• App Integrations
• Overall Support

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Set2Close were assigned to this project?

2-5 Employees

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

The training was incredibly in-depth and thorough, far exceeding my expectations in terms of content, information, and the support provided.

RESULTS & FEEDBACK

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

Working with Set2Close was amazing!

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

The information flowed logically, and the structured approach kept me perfectly on track!

What was your primary form of communication with Set2Close?

• Virtual Meeting
• Email or Messaging App

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

I especially valued having access to the live-call recordings and summaries, which have been an essential resource for referring back to the material and transferring that knowledge to the rest of my team.

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

N/A

BACKGROUND

Please describe your company and position.

 I am the Managing Director of a real estate company 

Describe what your company does in a single sentence.

Commercial Real Estate

OPPORTUNITY / CHALLENGE

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

• Training
• Configuration
• Reporting

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

After our HubSpot consultant left, we needed expert support to help our team truly leverage the platform.

RESULTS & FEEDBACK

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

They’ve been incredibly responsive and took the time to deeply understand our business, ensuring HubSpot was customized and configured exactly how we need it to work.

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

Jeremy and the team at Set2Close have been fantastic. 

What was your primary form of communication with Set2Close?

• Virtual Meeting
• Email or Messaging App

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

NA

BACKGROUND

Please describe your company and position.

I am the General Sales Manager of Trust Dale

Describe what your company does in a single sentence.

Marketing company connecting residential home service providers to qualified homeowners

OPPORTUNITY / CHALLENGE

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

• CRM Support
• Email Marketing
• Segment Organization

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

While HubSpot is intuitive in theory, customizing it to fit my specific business needs requires time and expert guidance, which is exactly where Set2Close came in.

RESULTS & FEEDBACK

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

The program was incredibly valuable.

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

Jeremy provided consistent real-world examples that made the process relatable and helped me clearly see the platform's full potential.

What was your primary form of communication with Set2Close?

• Virtual Meeting
• Email or Messaging App

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

N/A

BACKGROUND

Please describe your company and position.

I am the Business Development Associate of Dergel Media

Describe what your company does in a single sentence.

Reports on the latest CxO Moves across North America.

OPPORTUNITY / CHALLENGE

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

• Understanding Hubspot

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• Pricing fit our budget
• Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

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

Weekly meetings to review internal learning and understanding of Hubspot through the plugin and basic walkthrews. 

RESULTS & FEEDBACK

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

Personal understanding of Hubspot and the ability to lead my team through with confidence. 

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

They offered quick responses and great help throughout the onboarding. 

What was your primary form of communication with Set2Close?

• Virtual Meeting
• Email or Messaging App

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

The personal help and curarated contextual help. 

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

The plugin connects and gets in the way of buttons but also can show not the most relavent information depending on the page I am looking at might not be relavent for the specific key word it catches.