Name: Set2Close
Address: Rue Cheval Noir, kamloops, Canada, BC, V0K, CA
Telephone: 1 (604) 700-7719
Price range: $200 - $300
Rating: 5.0

Your HubSpot & Revenue Operations Growth Partner!

Set2Close, HubSpot’s fastest-growing Elite Partner, excels in HubSpot CRM and Revenue Operations (RevOps) services to boost B2B sales and growth. With over 500 CRM projects and clients, our 5-star rated team delivers tailored solutions for success.

Min project size
$5,000+
Hourly rate
$200 - $300 / hr
Employees
10 - 49
Locations
kamloops, Canada
Year founded
Founded 2021
Languages

Overview by:

Jordon Rowse

Chief Executive Officer About the Team

Service Lines

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

Select Focus Area

CRM Functions

Sales automation: 70%
Marketing automation: 30%

CRM Solutions

HubSpot CRM Consulting & Implementation: 100%

Sales Outsourcing

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

Staffing Focus

Permanent Staffing: 100%

Industries

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

Clients

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

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

Pricing Snapshot

Min. project size $5,000+

Avg. hourly rate $200 - $300 /hr

Rating for cost 4.9 /5

What Clients Have Said

Set2Close offers cost-effective services with high value, aiding clients in HubSpot onboarding and CRM setup. Clients appreciate their flexibility, responsiveness, and expertise, often highlighting the good fit for budget and project management, but specific pricing details are not disclosed.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 86 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

Learn more about SEO pricing

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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

Proactive Problem Solving

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

The team's customer support is highlighted as a key strength, with clients appreciating their prompt responses and willingness to go above and beyond to address queries and provide guidance. This level of support has been crucial in helping clients maximize the benefits of their CRM systems.
High Client Satisfaction

Clients consistently express satisfaction with Set2Close's services, praising their professionalism, responsiveness, and ability to meet project goals. The team's dedication to understanding client needs and delivering on time has been a significant factor in positive feedback.
Areas for Improvement in Pricing Structure

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

Set2Close is recognized for their flexibility and adaptability, particularly in accommodating client schedules and adjusting their methods to meet evolving project needs. This adaptability has been crucial in maintaining client satisfaction and project success.
Expertise in HubSpot Onboarding

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

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Set2Close Reviews

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Business Consulting Call Center Services
$10,000 to $49,999
Apr. - Aug. 2022

4.5

Quality: 4.5

Schedule: 4.5

Cost: 4.5

Willing to Refer: 4.5

"It felt like working with good friends while also working towards goals effectively."

Aug 26, 2022

Brand & Business Dev Lead, Consulting & Tech Services Co.

Anonymous

Other industries
Calgary, Alberta
11-50 Employees
Online Review
Verified

Set 2 Close provided B2B lead generation services for a consulting and technology services company. They streamlined the client's sales goals, utilizing ActiveCampaign, LinkedIn, and Zoominfo.

Set 2 Close generated qualified leads, which resulted in successfully closed deals. They communicated effectively via instant messaging tools and weekly calls and made themselves available throughout. Overall, the client enjoyed the collaboration while achieving their goals.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

Brand & Business Development Lead. We Specializes in management consulting, ERP implementations and tech for large North American construction companies.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Set 2 Close?

Set 2 Close was hired for B2B lead gen/outbound sales and sales consulting.

SOLUTION

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

Jordon reached out to our CEO and once we met with the team, it was clear they understood our goals and were able to help us develop a plan to achieve these together.

Describe the project in detail and walk through their service package.

The S2C team members responsible for our account integrated into our business seamlessly. We aligned on targeting, positioning, goals and knowledge of our offering and industry. The S2C team them pursued leads to book qualified meetings and demos with our team. The team used several resources, including ActiveCampaign, LinkedIn and Zoominfo.

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

Jordon, the CEO did some consulting for us. A team of 3-4 was onboarded for lead gen, much as if they were in an SDR/BDR role for our business.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

The S2C team aligned us with some great qualified leads, and some turned into fantastic clients!

How effective was the workflow between your team and theirs?

Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.

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

The people we worked with from this team are just all-around great people. It felt like working with good friends while also working towards goals effectively.

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

No feedback!

RATINGS

4.5

Other Digital Marketing
Confidential
Mar. 2021 - Mar. 2022

4.5

Quality: 4.5

Schedule: 5.0

Cost: 3.5

Willing to Refer: 5.0

"They were honest, professional, and full of energy and integrity."

Jun 28, 2022

CEO, Novamen

Darren Lamothe

Business services
Red Deer, Alberta
11-50 Employees
Online Review
Verified

A chemical distribution company hired Set 2 Close for various tasks. The team worked on sales recruitment, management, and CRM implementation. They also handled the firm's digital and social media marketing.

The client was happy with the results of Set 2 Close's work. They praised the team for their professionalism and skills. Their meetings were well-organized, and their resources' communication was clear. Overall, they had a genuine interest in the firm's success, resulting in a great collaboration.

The client submitted this review online.

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.

RATINGS

4.5

CRM Consulting and SI
Less than $10,000
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Overall, working with Jeremy on the Starter program and learning HubSpot was a great experience!"

Jun 30, 2026

Marketing Manager, Radiation Oncology Software Company

Anonymous

Information technology
Austin, Texas
11-50 Employees
Online Review
Verified

Set2Close provided HubSpot training for a radiation oncology software company. The team introduced the client to the platform's functions and helped them prepare for email marketing campaigns and conferences.

Set2Close delivered a thorough introduction to the HubSpot platform, enabling the client to confidently use its functions. The team conducted training sessions through virtual meetings. Overall, the client had a great experience working with Set2Close and was excited to continue using the platform.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of an information technology company

Describe what your company does in a single sentence.

empowers radiation oncology teams with software that streamlines quality, compliance, and operational excellence.

OPPORTUNITY / CHALLENGE

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

Overview of Hubspot

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.

Overview of Hubspot

RESULTS & FEEDBACK

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

Jeremy gave us a thorough introduction to the platform and built our confidence in using the functions. We are so excited to continue utilizing it as we work through internal projects and gear up for email marketing campaigns, webinars, product launches, and in-person conferences.

What was your primary form of communication with Set2Close?

Virtual Meeting

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

Overall, working with Jeremy on the Starter program and learning HubSpot was a great experience!

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

None

RATINGS

5.0

CRM Consulting and SI
Confidential
Mar. - Apr. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

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

May 26, 2026

Founder & Filmmaker, VIBE Media

Rich Wilson

Advertising & marketing
Phoenix, Arizona
1-10 Employees
Online Review
Verified

Set2Close provided HubSpot setup services for a content production company. The team helped the client connect their ClickUp native integration and set up initial automations for the sales team.

Set2Close helped the client gain knowledge about HubSpot. They were flexible in accommodating the client's timelines and new team members' schedules. The client was impressed with the team's support and looked forward to continuing their partnership.

The client submitted this review online.

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.

RATINGS

5.0

CRM Consulting and SI
HubSpot CRM Consulting & Implementation
Less than $10,000
Jan. - Apr. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They made it very simple and easy to comprehend."

Apr 28, 2026

VP Sales, Perfect Optical Lab

Shon Bjornberg

Medical
Union City, New Jersey
11-50 Employees
Online Review

Set2Close provided CRM consulting services and training for an optical lab. The team was responsible for helping the client launch HubSpot and training their team on how to use it.

Set2Close engaged the client's team and provided hands-on guidance, meeting expectations. The team made the training simple and easy to comprehend, communicating via virtual meetings throughout the engagement. Set2Close's energy, knowledge, and positivity were hallmarks of their work.

The client submitted this review online.

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

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Jan. - Apr. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The guidance helped bridge those gaps."

Apr 27, 2026

General Manager, Canyon State Propane

Patrick Sanchez

Utilities
Phoenix, Arizona
11-50 Employees
Online Review

Set2Close provided HubSpot support for a propane service company. The team set up the client's lead tracking system and provided training to help them understand the basics of HubSpot.

Set2Close's work positively impacted the client's sales process. The team provided a solid foundation for the client to understand the basics of HubSpot. They were helpful and knowledgeable. Set2Close communicated via virtual meetings.

The client submitted this review online.

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

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Jan. - Apr. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Working with Set2Close has been an incredible experience."

Apr 16, 2026

Operations, Horizon Storage Group

Anonymous

Other industries
New York City, New York
1-10 Employees
Online Review
Verified

Set2Close provided HubSpot consulting and managed email marketing campaigns for a self-storage company. The team created email campaigns and managed email marketing efforts.

Set2Close successfully connected the client's email with their MSP and provided specific solutions and configurations tailored to the client's goals. The team was flexible, adaptable, and highly communicative throughout the process. Their personal touch made all the difference.

The client submitted this review online.

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!

RATINGS

5.0

CRM Consulting and SI
CRM Customer Support
+1
Confidential
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Every recommendation was genuinely aligned with helping us drive value and gain independence."

Apr 10, 2026

CEO, Prenatal Vitamins Company

Anonymous

Retail
McLean, Virginia
1-10 Employees
Online Review
Verified

Set2Close provided HubSpot onboarding support for a prenatal vitamins company. The team set up campaigns and sequences and provided employee training.

Set2Close's support was a game-changer for the client's first time using HubSpot. The team was proactive, responsive, and resourceful, bringing in additional experts when needed. Their recommendations were aligned with the client's needs, and they boosted the workflow with the Sidekick tool.

The client submitted this review online.

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?

RATINGS

5.0

CRM Consulting and SI Corporate Training & Coaching
CRM Customer Support
+3
Less than $10,000
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The training was incredibly in-depth and thorough, far exceeding my expectations."

Mar 31, 2026

Manager, Brand & Technology, Dress for Success Toronto

Anonymous

Non-profit
Toronto, Ontario
1-10 Employees
Online Review
Verified

Set2Close provided CRM training and app integration services for a women's career empowerment organization. The team was also responsible for providing support.

Set2Close delivered an in-depth and thorough training that exceeded the client's expectations. The team provided valuable resources and was structured, logical, and supportive. Set2Close also delivered work on time and communicated well via email, messaging apps, and virtual meetings.

The client submitted this review online.

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

RATINGS

5.0

CRM Consulting and SI
HubSpot CRM Consulting & Implementation
Less than $10,000
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They've been incredibly responsive and took the time to deeply understand our business."

Mar 27, 2026

Managing Director, Real Estate Company

Anonymous

Real estate
Batavia, Illinois
11-50 Employees
Online Review
Verified

Set2Close provided HubSpot support for a commercial real estate company. The team helped the client leverage the platform by customizing and configuring it according to their needs.

Set2Close was fantastic, according to the client. The team was incredibly responsive and took the time to deeply understand the client's business. They also ensured that HubSpot was customized and configured exactly how the client needed it to work.

The client submitted this review online.

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?

RATINGS

5.0

Showing 21-30 of 100 Reviews

Our Story

We’re Set2Close: a HubSpot Elite RevOps team built of sales, marketing, reveue system builders and CRM experts who strategize, implement and train.
We have done 500+ HubSpot and CRM implementations and help build scalable sales and marketing systems for B2B companies.
Our history includes fast 3‑month rollouts, B2B client wins (clients reporting up to 40% ARR growth) and top industry rankings.

Meet the Team

Founder and CEO of Set2Close, Jordon leads our RevOps and HubSpot practice. He partners with B2B leadership teams to align sales, marketing, and operations, modernize CRM, and build ethical, predictable revenue systems.

As CMO at Set2Close, Julio blends sales and marketing expertise to design AI driven revenue programs, content, and enablement that help HubSpot teams improve adoption, shorten sales cycles, and turn RevOps into a competitive advantage.

What Sets Us Apart

Unmatched Experience

Our team has over 150 years of combined experience in B2B Sales and Marketing consulting. We have implemented CRM and sales process for over 500 companies. We know how to build scalable systems, drive adoption, and create predictable revenue for organizations just like you.

Quick Facts

5 years in business

Tools and Technology

Zoho CRM

HubSpot

Salesforce

RingCentral

Zapier

AWS

Google Cloud Platform

Power BI

Pipedrive

Freshsales

Mailchimp

Constant Contact

Commonly Asked Questions

Absolutely. We specialize in identifying and removing friction points that stall deals. Through strategic multi-threading and proactive objection handling, we help our clients navigate complex stakeholder environments faster. Our goal is to decrease your Customer Acquisition Cost (CAC) while increasing the velocity of your sales engine.

While results vary by industry, our primary focus is scalable, predictable growth. Beyond just generating immediate pipeline, we build a repeatable sales infrastructure for our clients. Many partners see a significant lift in qualified opportunities within the first 90 days, ultimately leading to a more sustainable and less volatile revenue stream.

We’ve replaced "volume-heavy" spam with intent-driven precision. Set2Close utilizes advanced data signals and personalized messaging that resonates with decision-makers at a human level. By combining cutting-edge sales tech with a deep psychological understanding of the buyer's journey, we achieve response rates that significantly outperform industry averages.

We operate on a "No Surprises" policy. We believe that high-growth sales engines require real-time feedback loops, not just once-a-month PDF reports. Our communication framework is built on three pillars: Real-Time Collaboration: Upon onboarding, we move your team into a dedicated Slack or Microsoft Teams channel. This allows for instant feedback on lead quality, quick pivots in messaging, and immediate celebration of wins. Live Performance Dashboards: You’ll have 24/7 access to a customized data dashboard. We track the metrics that actually move the needle—not just "open rates," but positive reply rates, meeting-to-opportunity conversions, and pipeline value generated. Strategic Review Calls: Beyond the day-to-day, we hold bi-weekly or monthly strategic syncs. During these sessions, we analyze market sentiment, review common objections we’re hearing in the field, and refine our targeting to ensure we are staying ahead of your competitors. We view ourselves as an extension of your internal team; if you feel like you have to "check in" on us, we aren't doing our job. Our goal is to provide such clarity that you always know exactly where your investment is going.

As HubSpot’s fastest-growing Elite Partner, we are world-class specialists in the HubSpot ecosystem. However, our primary goal is to ensure your "Revenue Stack" works for you, regardless of the platform. Our expertise includes: HubSpot (Elite Partner): We provide full-scale implementations, migrations, and custom RevOps architecture. We specialize in turning "messy" HubSpot portals into high-velocity sales engines. Salesforce: We frequently work with clients to optimize their Salesforce environments or manage seamless Salesforce-to-HubSpot migrations. Alternative CRMs: We have extensive experience integrating and managing data across platforms like Pipedrive, Zoho, and Copper. Sales Tech Stack Integration: Beyond the CRM, we bridge the gap between your data and your outreach tools, including Apollo, Clay, Aircall, and LinkedIn Sales Navigator. Whether we are building a system from scratch or optimizing your existing setup, we ensure your CRM acts as a single source of truth for your entire sales organization.

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Verified Client Reviews: 92

Overall Review Rating: 5

Source: Clutch

Last Updated: June 30, 2026

Business Entity

Business Entity Name	Rowse Enterprises Inc.
Source	Canada's Business Registries
Jurisdiction of Formation	Canada
Date of Formation	November 16, 2012
Status	Active
Last Updated	November 1, 2024
ID	BC0955396

Credit Report Results

International Credit Risk Assessment	Very Low Risk
Source	Creditsafe
Last Updated	November 1, 2024

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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!

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2 Languages that we service

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Set2Close Reviews

B2B Lead Gen for Consulting & Technology Services Company

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Sales Management & Marketing for Chemical Distribution Firm

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CRM Consulting & SI for Radiation Oncology Software Company

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CRM Consulting & SI for Content Production Company

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CRM Consulting & Training for Optical Lab

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HubSpot Support Services for Propane Services Company

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CRM Consulting & SI for Self-Storage Company

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CRM Consulting & SI for Prenatal Vitamins Company

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CRM Consulting & Training for Women's Career Empowerment Org

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