Set 2 Close

BACKGROUND

Please describe your company and position.

I am the Business Development Manager of Excalibur Data Systems

Describe what your company does in a single sentence.

We are a boutique ITSM/ESM Consulting firm.

OPPORTUNITY / CHALLENGE

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

• Learn how to use HubSpot
• Maximize use of HubSpot
• Ease of use for HubSpot

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• Referred to me
• Company values aligned

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

1 Employee

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

Set2Close provided comprehensive HubSpot training and consulting services to support my adoption and effective use of the platform. The training was delivered over several weeks in a structured, phased approach that allowed me to progressively build my skills and confidence.

Scope of Work Included:

Conducting an initial needs assessment to understand my current workflows and goals.
Designing a customized training plan based on my specific business processes.
Delivering hands-on HubSpot training sessions, including:

Contact management
Deal pipeline creation and management
Email marketing setup and automation
Task and activity tracking
Reporting and dashboard creation
Providing real-time coaching and support during and between sessions.
Offering best practices and strategic recommendations for optimizing HubSpot to fit my client engagement model.
Assisting with initial platform setup and fine-tuning configurations as needed.

Key Deliverables:

A fully configured HubSpot environment tailored to my workflow.
Custom dashboards and reports to monitor sales and marketing activities.
Automated workflows to streamline lead nurturing and task management.
Practical resources, guides, and reference materials for ongoing use.
Increased proficiency and confidence in independently using HubSpot to manage relationships and drive results.

Set2Close’s expertise, step-by-step guidance, and personalized approach were critical to ensuring I could immediately apply what I learned to my daily activities. Their support made a noticeable impact on my productivity and my ability to leverage HubSpot to its full potential.

RESULTS & FEEDBACK

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

The HubSpot training from Set2Close led to the following measurable outcomes:

Increased Efficiency: Automated key workflows, reducing manual tasks by 30%, allowing more time for strategic activities.

Improved Lead Conversion: Organized lead management resulting in an increase in lead conversion rates.

Enhanced Reporting: Custom dashboards improved visibility, cutting response time to opportunities by 15%.

Better Client Engagement: Automated email workflows led to a 25% boost in client engagement and improved response rates.

Time Savings: Streamlined processes saved approximately 10 hours per week, freeing up time for higher-priority tasks.

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

Set2Close demonstrated exceptional project management throughout the training process. They delivered all training materials and milestones on time, adhering to the agreed-upon schedule. The training sessions were well-organized, and each module was completed on time, allowing for continuous progress.  They were flexible when needed to be - but were firm on sticking to a scheduled plan.

Whenever I had specific needs or questions, Set2Close was highly responsive. They provided prompt support, either during training or in between sessions, ensuring I had the guidance needed to apply what I was learning. If any adjustments were required to tailor the training to my workflow, they made those changes seamlessly and quickly, without any delays. Their proactive communication and flexibility ensured a smooth learning experience and helped me stay on track with my goals.  Overall we were very happy with their training and support and we achieved what we set out to do!

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

Virtual Meeting

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

What impressed me most about Set2Close was their personalized approach to training. Unlike many other training providers, they took the time to understand my specific business needs and tailored the HubSpot training accordingly. This made the experience feel relevant and directly applicable to my daily tasks.

Their responsiveness was also exceptional. Whether I had questions during training or needed support afterward, Set2Close was always quick to assist, offering clear and actionable solutions. The combination of expertise, customization, and ongoing support truly set them apart and made the learning process seamless and effective.

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

Honestly, my experience with Set2Close was excellent, and I don’t have any major areas for improvement. If I were to suggest one thing, it might be adding even more opportunities for hands-on practice in the training sessions, especially for advanced features. More interactive exercises could further reinforce the concepts and provide immediate, practical experience.

However, this is a small suggestion — overall, the training was thorough, well-paced, and extremely effective.

BACKGROUND

Please describe your company and position.

I am the President of SDC Partners

Describe what your company does in a single sentence.

SDC Partners help Construction Businesses streamline and automate process, and create efficiencies by leveraging the power of technology to better manage their operations and drive company growth.

OPPORTUNITY / CHALLENGE

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

• Onboard Hubspot
• Setup our Deal Board
• Create and send Marketing e-Mails

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Pricing fit our budget
• Referred to me
• Company values aligned

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

2-5 Employees

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

We recently upgraded from a basic package in Hubspot, to one that now includes Marketing Hub Starter, Sales Hub Professional and Content Hub Starter. As part of this, we needed help onboarding with these new tools, as our prior use was very rudimentary. Key deliverables were to help us set up our Marketing e-mails, our Deals Desk and understand how to track/manage contacts.

RESULTS & FEEDBACK

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

Set 2 Close were able to help us:

• configure and clean up our contacts
• build our deal desk and pipeline
• create and manage marketing e-mails
• build workflows in our sales pipeline
• configure Hubspot to our needs for this project

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

Set 2 Close was well organized, kept our meeting cadence flowing and were able to respond in under 24hrs for our adhoc requests/questions.

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 initial onboarding with Set 2 Close was completely free. This seems to be their business model, where they come in and prove their worth before even discussing extended services.

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

Nothing comes to mind, they exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of Glass Cannon Network

Describe what your company does in a single sentence.

We produce podcasts, which are available through a subscription service and we also have a touring live show of our podcasts.

OPPORTUNITY / CHALLENGE

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

• Get a better understanding of Hubspot best practices.
• Set up and maintain active list of customers and prospects.
• USe these lists to standupdrip campaigns to strenthen relationships with current customer and more deeply connect with our prospective customers.

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Referred to me

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

1 Employee

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

We worked with Set 2 Close as we were coming into Hubspot haveing never used a CRM before. Our goals for this training process were to get our Marketing Hub and Customer Hubs setup with growing lists that would allow us to track the customer journey.

What was needed was mostly guidance on best practices on getting our lists set up correctly, getting our newsletter program back on rack. They were instrumental in making sure that our list sorting and filtering were set up correctly, as well as offering advice on how we might better track the customer journy as well as using workflows for automating our key messaging.

RESULTS & FEEDBACK

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

We were able to integrate not only our current customer base with Hubspot, but also now have an active list of newsletter followers that are being automatically marketed to through a series of workflows. 

In addition, we were advised on a few ways that we can better reach our audience in the future, with some exciting ideas for more effective marketing, whihc we are currently working to implement internally.

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

The communication was prompt and on time. Meetings were always emlightening.

One thing that I really appreciated was receiving custom video tutorials for implementing specific Hubspot features from Dennis, when in an email I would receive a video link where he would do a video walkthrough for setting up a specific feature.

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 did like the personal tough of the virtual meetings, where eery week we got an hour to check in andask specific questions and then left the meetings with specific goals for the following week, and there were often check ins throughout the week to make sure we were staying on track.

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

Not really. The biggest concern I have is more with the width and breath of everything Hubspot offers and trying to understand all of the tools in what at first felt like a generous timeline, leave me feeling like in many ways we have only scratched the surface of what Hubspot can do. 

That being said, we now have the fundumental knowledge of how to use Hubspot that I am relatively confident that implemeting additional features will be far less daunting.

BACKGROUND

Please describe your company and position.

I am the Sales & Marketing Manager of Stockyard

Describe what your company does in a single sentence.

We are a contractor and landscape supply dealer located in Litchfield, CT. We focus primarily on Bulk Materials and Aggregates, Rental Equipment, Lawn & Garden Supplies, Pipe and Fittings and hardscape supplies. 

OPPORTUNITY / CHALLENGE

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

• Migrate Website To Hubspot
• Learn how to use CMS/ Hubspot
• Create automations/workflows for efficiency

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Pricing fit our budget
• Referred to me
• Company values aligned

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

2-5 Employees

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

• Migrate Website into Hubspot CMS
• Trained in using Hubspot CMS

RESULTS & FEEDBACK

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

We needed to have a fully functioning website in Hubspot by the end date of our contract with our existing marketing firm. 

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

Absolutely, everything we discussed in the initial stages of the onboarding were delivered and then some. Flexibility around the training and designing of the website, which allowed me to receive hands on training to learn to manage these features in the future on my own; while also completing any backend website work that would have been out of my work scope. Throughout the entire process they were cognescent of my timeline needs and worked with me to ensure we had everything up and running on time.

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?

Their attentiveness and care for our concerns. When I approchaed them I was in a bit of a time crunch, which caused some panic. However, they were excellent in working with me at the pace I needed to get everything accomplished. Was assigned a great team who helped me throughout!

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 Business Manager of Market Square Tech

Describe what your company does in a single sentence.

MarketSquare Tech develops specialized software solutions that enhance retail and food service operations through seamless point-of-sale integration.

OPPORTUNITY / CHALLENGE

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

• HubSpot Onboarding

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

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

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

2-5 Employees

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

Set 2 Close was contracted to provide HubSpot onboarding services through their Set 2 Start program. Onboarding is a mandatory part of getting started with HubSpot and their provided guidance through the process, free of charge. This helped us save $2-5k and got us moving on the right path.

RESULTS & FEEDBACK

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

We did not have predefined metrics outlined to demonstrate the successful implementation of the project. Our only goal was to get invested enough in HubSpot to set it up and utilize it for daily business activities. In this regard they succeeded with high marks.

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

The Set 2 Close team is something of a unicorn amongst HubSpot Partners. They provide a free service called "Set 2 Start" that lets you basically skip the standard $2-5k setup costs when getting started with HubSpot. This makes getting started with HubSpot much more accessible to small businesses like ours. As part of this process, they have a series of meetings and give you access to tools that all guide you through the process of getting started. HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point avoid getting lost in the process. 

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 team's attitude and dedication to support were shocking, considering they offered a free service. One of our core values as a business is service with a smile, and as rare as that may be becoming, Set 2 Close emulated it wonderfully. They didn't treat us any less for not being one of their paying customers. Maybe it was because they saw us as a future customers. Maybe they just understand the gratification that selfless service brings. Either way, they provided an extraordinary experience that has made us want to work with them again, in the future. Our Onboarding Specialist, Matt, was a joy to work with and went above and beyond to make sure I was staying the path and progressing along my journey. Matt displayed extensive technical knowledge of HubSpot and would easily outmatch 20 Fiverr or UpWork hires for any business thinking they could optimize this with discounted ‘talent.’. He always brought a bright attitude that motivated me to keep pushing until I achieved our outlined goals. We plan to contract them for further work, as our business grows, and if you have the means to make it happen, I recommend you utilize their expertise to the highest possible degree. I look forward to seeing what they can help us accomplish as we work toward our goals.

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

A tool that they used could include a few more things and be formatted for video expansion a bit better, but their service was incredible and while all things in life can be improved, there was no part that was lacking in excellence.

BACKGROUND

Please describe your company and position.

I am the Head of Partnerships & Operations of OpenNetworks

Describe what your company does in a single sentence.

OpenNetworks is an innovative healthcare platform designed to create a transparent, flexible, and efficient marketplace. It empowers providers to curate their own networks, enables direct contracting between employers and providers, and integrates third-party solutions to streamline operations. By removing intermediaries and standardizing rate structures, OpenNetworks reduces friction, enhances data transparency, and delivers cost-effective solutions. 

OPPORTUNITY / CHALLENGE

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

• Set up Hubspot
• Create new pipelines
• Align with network expansion and sales process

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

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

2-5 Employees

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

This Statement of Work outlines the scope, objectives, and deliverables for the first phase of Set 2 Close's engagement with OpenNetworks. The primary focus of this phase is to audit the current sales and recruitment process, map out the desired process, implement necessary changes to optimize sales and operations within HubSpot, and provide training for the necessary team members.

RESULTS & FEEDBACK

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

A working CRM on hubspot and new sales pipelines for OpenNetworks 

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

Very timely and on top of scheduling and process. They responded to all our needs.

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 team! 

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

No yet. 

BACKGROUND

Please describe your company and your position there.

Green Pest Management is a Delaware based, general pest control company that focuses on residential customers. I am the VP of Sales and Marketing for the organization.

OPPORTUNITY / CHALLENGE

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

We contracted with set 2 close to assist in our recruitment infrastructure and digital marketing geared toward targeting sales rep candidates. The goals were to increase staff bandwidth in managing our applicant volume and reach a wider audience for sales candidate sourcing via facebook, tik tok, etc.

SOLUTION

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

Jordan was extremely knowlegable about building a process that helped to capture our recruiting information and allow us to automate a large portion of the front end of the contact and applicant process. He had accessability and knowledge of tools unbeknownst to us at the time.

We had been utilizing linkedin as part of our strategy and were deciding at the time to let that subscription lapse and reinvest those dollars into better tools for the organization. We ultimately decided that the reinvestment into those tools and Set 2 Close to construct and aid in the setup and execution of the program would be beneficial to us both short and long term.

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

Set 2 Close implemented the Breezy HR recruitment platform, Criteria testing, and assisted in completing the groundwork functionality of the program prior to our using the system. They aided in construction of the templates for our correspondence, reviewed our candidate facing materials and contracts, offered advice on improvement of key aspects in those documents, and are (still) assisting in our online marketing recruitment through digital spaces.

They helped me understand and process the Criteria information for our candidates through the testing vehicle they utilize themselves. There is much they provided in addition that I am sure I am not including here. They aboslutely went above and beyond (and still are) to make this project a real success and improve our business fucntions and productivity.

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

We worked with around four people from Set 2 Close.

RESULTS & FEEDBACK

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

The breezy system and criteria tests are already showcasing it's power to automate and save time on the front end of the applicant screening and scheduling process. The digital recruitment advertising is still developing.

Describe their project management style, including communication tools and timeliness.

Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible to answer any questions. They continue to be a resource in developing our program and refining our tools.

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

Jordan's accessibility and relatability as well as their culture and values were very impressive and showed through in their work.

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

Nothing at this time.

BACKGROUND

Please describe your company and your position there.

I'm the Founder and CEO of Tressl. Tressl is a software-as-a-service platform that automates and streamlines B2B agreement transactions primarily in the energy and infrastructure space.

OPPORTUNITY / CHALLENGE

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

We are a startup selling a technology product to the hardest industries to sell technology to - Energy and infrastructure. The sales process is very long and complex. There are multiple stakeholders and approval stages. We have struggled through the lifecycle of our company to create repeatable ways to navigate this gruelling process.

SOLUTION

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

We wanted to work with a group with a strong reputation and Set2Close came highly recommended.

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

Although we already had many of the components of a good sales process, we really needed to take it to the next level. Set2Close has helped refine our sales process by sharing valuable insights about our market's needs. They've also taught us how to properly leverage tools like HubSpot and PandaDoc to shorten sales cycles.

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

We are currently working with their CEO and a member of the client success team.

RESULTS & FEEDBACK

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

The systems that Set@2Close are helping us set up are already starting to take unnecessary manual steps out of our sales process, freeing up our sales rep's time to redeploy to other duties. This will allow our team to move further, faster, with less human effort.

How effective was the workflow between your team and theirs?

The workflow and communication between their team and ours have been air tight so far.

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

Their willingness to help our business in any way that they can. They weren't trying to force us down a pathway that worked best for them. Every step has been focused on what our business requires.

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

I can't think of anything at this point.

BACKGROUND

Please describe your company and your position there.

I am the co-founder and CDO of a clean technology start-up specializing in smart, living air purification solutions.

OPPORTUNITY / CHALLENGE

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

We were launching a non-consensus, functionally complex air purification solution post-pandemic to a corporate environment that had yet to emerge from its 2 year hiatus. Our goals were to generate pilot projects, testimonials, and client traction within our target markets.

SOLUTION

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

Set2Close was proactive, politely and concise in their organization and optimization of our collective team. They did not allow us to wait for something good to happen, they were actively engaged in pushing us towards positive results. We were able to move quickly.

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

Set2Close learned about the inherent technology, the associated risks, the path to market, the potential customer base and our in-house team. They were pragmatic in our deliverables and made sure that we were set up for success when deploying pilot projects and engaging with our end customers. The leveraged email campaigns, linkedIn, Instagram, and facebook channels for outreach and engagement. This was iterative and continually measured and managed to ensure maximum returns.

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

We worked with 4 representatives from Set2Close. From graphics design and email outbound to an operations manager and CEO, we always were well supported and connected to this team through our engagements.

RESULTS & FEEDBACK

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

Our social media channels have found their voice, and their brand and have grown in followers each month since our engagements. During this time, the ways in which we have been connecting with potential customers has become more meaningful and efficient in terms of time required to obtain them and traction towards closed sales deals.

How effective was the workflow between your team and theirs?

Exceptionally efficient. They were available on short notice despite their busy schedules which was impressive. We feel well supported through channels such as Whatsapp where Set2Close will answer quick questions with accuracy and speed.

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

Set 2 Close empowers, enables, and breeds successful outcomes. They are able to leverage efficiency tools and tricks without losing the human connection and empathy that is so frequently overlooked in our automated world. As a company looking to improve the emotional and physical happiness of customers, Set2Close sets a high standard of performance and outcomes.

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

No. Unless they can clone their team. That would be nice.