HubSpot Onboarding & Training for Asset Management Firm
- CRM Consulting and SI Content Marketing Corporate Training & Coaching
- Less than $10,000
- Jan. - Mar. 2025
"They were very professional and willing to do whatever it took to help us succeed as a startup."
- Financial services
- Middletown, Delaware
- 1-10 Employees
- Online Review
- Verified
Set 2 Close provided HubSpot onboarding and marketing training for an asset management firm. The team's goal was also to assist with marketing.
Set 2 Close successfully onboarded the client to HubSpot and trained the sales team with the appropriate tools. Moreover, the team was responsive, flexible, and willing to do whatever the project needed. Overall, the client was impressed with Set 2 Close's professionalism.