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Removing bottlenecks with revenue growth systems.

Set2Close is a premier business consulting firm and HubSpot Platinum Partner, revolutionizing B2B sales through cutting-edge revenue operations and CRM solutions. 

Revenue as a Service (RaaS): Set2Close offers an innovative Revenue as a Service model, the first of its kind in Canada. Our RaaS solutions maximize sales efficiency, streamline revenue operations, and drive significant business growth. By integrating advanced technologies such as AI, machine learning, and blockchain, we provide unparalleled value and strategic insights that redefine traditional CRM consulting services.

  • $5,000+
  • $150 - $199 / hr
  • 10 - 49
  • Founded 2021
Average Review Rating
4.9
Total Reviews
11
Average Referral Rating
4.9 /5
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    10 - 15

    Highly Rated Similar Providers

    Overall Review Rating

    4.9
    • Quality

      4.9 /5
    • Schedule

      4.9 /5
    • Cost

      4.8 /5
    • Willing to Refer

      4.9 /5
    See all 11 Reviews
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    Sales Recruitment & Digital Marketing for Pest Control Co.

    • HR Consulting Other Digital Marketing
    • Less than $10,000
    • Aug. - Dec. 2022
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible."

    Dec 15, 2022

    A pest control company hired set 2 Close to build a recruitment infrastructure and assist with their digital marketing efforts. The team strategized and implemented tools to execute the recruitment program.

    Sales Process Automation for SaaS Platform

    • IT Managed Services
    • $50,000 to $199,999
    • Oct. 2022 - Ongoing
    5.0
    Quality
    4.5
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They weren't trying to force us down a pathway that worked best for them."

    Dec 15, 2022

    Set 2 Close is helping a SaaS startup streamline its sales process by providing crucial insights about the market and using tools like HubSpot and PandaDoc to shorten sales cycles.

    Commercialization & Social Media Strategy for Tech Startup

    • Other Digital Marketing
    • Less than $10,000
    • Jan. 2021 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Set 2 Close empowers, enables, and breeds successful outcomes."

    Sep 23, 2022

    Set 2 Close has developed a product commercialization strategy for a clean technology startup. The team has researched the firm's audience and facilitated campaigns on channels such as LinkedIn and Facebook.

    Salesperson Recruitment for Advertising Services Company

    • HR Consulting
    • $10,000 to $49,999
    • July 2022 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "It's not a surprise recruiting sales talent, managing, and setting them up for success. They did it effortlessly for us."

    Sep 1, 2022

    Set 2 Close helps an advertising services company hire a salesperson. They have deployed the first sales rockstar for the client, from doing the interview to personality and character assessment.

    B2B Lead Gen for Consulting & Technology Services Company

    • 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

    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.

    Sales Management & Marketing for Chemical Distribution Firm

    • 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

    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. 

    Migration Services for Real Estate Company

    • CRM Consulting and SI Content Marketing
    • Less than $10,000
    • Sep. - Nov. 2023
    4.5
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    4.5

    "They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives."

    Jun 20, 2024

    A real estate management company hired Set 2 Close to migrate their Salesforce to Hubspot. The team was responsible for migrating customer lists to the new platform and ensuring all dependencies were linked.

    Business Consulting for Mining CompanyV

    • Business Consulting
    • Confidential
    • Jan. - Dec. 2023
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "We were impressed with their concerted effort to ensure they were delivering what we wanted, even over a protracted period of time."

    May 31, 2024

    Set 2 Close worked with a mining company to find interested financing partners from various industries. The goal was to foster more partnerships and business relationships with prospects.

    Pipeline, Lead Gen & Business Consulting for Consulting Co

    • Business Consulting CRM Consulting and SI
    • Less than $10,000
    • Mar. - Apr. 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their approach was friendly and supportive. We found our consultant knowledgeable and well-versed."

    Apr 10, 2024

    Set 2 Close provided sales pipeline consulting, lead generation, multi-channel prospecting education, and business development for a health and safety consulting company.

    CRM Consulting for Software Company

    • CRM Consulting and SI Generative AI Marketing Strategy
    • Confidential
    • May - Dec. 2023
    5.0
    Quality
    5.0
    Schedule
    4.5
    Cost
    5.0
    Willing to Refer
    5.0
    "Set 2 Close demonstrated a deep understanding of B2B sales dynamics and intricacies."
    Jan 17, 2024

    Set 2 Close provided CRM consulting services for a software company. The integrated HubSpot, held training sessions for sales and marketing teams, optimized workflows, and implemented automation.

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