Set2Close

BACKGROUND

Please describe your company and position.

I am the CEO of Loop ERP

Describe what your company does in a single sentence.

Loop ERP is a purpose-built ERP platform designed specifically for organizations in the circular economy, including scrap yards, recycling processors, material recovery facilities, and other businesses that turn discarded materials into valuable products.

OPPORTUNITY / CHALLENGE

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

• Implement Hubspot as a company wide CRM

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• High ratings
• 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.

Loop ERP implemented a full HubSpot ecosystem to support its sales and marketing operations. The platform was configured with a tailored CRM structure that includes custom lifecycle stages, industry-specific segmentation, and automated lead scoring. This ensures every inbound and outbound lead is captured, qualified, and routed correctly. Marketing automation was set up with persona-based nurture sequences, integrated website forms, and scoring workflows that automatically surface high-intent leads to the sales team. Smartlead and Webflow were connected directly into HubSpot so cold outreach, content downloads, and website activity are captured with clean attribution and proper tagging.

For sales and SDR functions, HubSpot was configured with a dedicated Loop ERP sales pipeline, SDR task queues, and automated sequences for cold outreach, inbound follow up, and re-engagement. The SDR team received training on daily workflows, qualification criteria, call scripts, and how to manage their entire day through HubSpot using queues, sequences, and structured tasks. Leadership dashboards provide complete funnel visibility from marketing engagement and SDR activity to pipeline health and forecasting. The result is a scalable and automated sales and marketing engine that supports Loop ERP’s growth from first contact through closed won.

RESULTS & FEEDBACK

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

Loop ERP saw immediate and quantifiable improvements after implementing HubSpot for sales, marketing, and SDR operations. Lead capture and routing became fully automated, resulting in a significant increase in response speed. The SDR team moved from manual spreadsheets to structured HubSpot task queues, reducing missed follow ups and improving SLA compliance. Marketing nurture campaigns and lead scoring increased the number of sales-ready leads while also improving the quality of conversations for SDRs and account executives.

Within the first 60 to 90 days, Loop ERP experienced higher conversion rates from initial interest to qualified conversations, improved attribution across all campaigns, and a noticeable increase in pipeline creation driven by both inbound and outbound efforts. Email engagement rates climbed due to persona-based sequences, and leadership gained real-time visibility into funnel performance through dashboards tracking SDR activity, lead engagement, and forecasted revenue. Overall, the HubSpot implementation created a measurable lift in lead volume, qualification efficiency, outreach consistency, and sales pipeline growth.

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

Set2Close.io’s project management throughout the implementation was highly organized, responsive, and consistent. Deliverables were completed on time and aligned with the agreed-upon timeline, with clear communication at every stage. The team maintained a structured approach that included regular check-ins, status updates, and documented action items, which kept the project moving smoothly and prevented bottlenecks.

They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment. Overall, the project management experience was reliable, proactive, and focused on enabling Loop ERP's sales and marketing success.

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?

Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.

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

Honestly, there were no areas for improvement. Set2Close.io delivered an exceptional experience from start to finish, exceeding expectations in every part of the project. Their communication, execution, expertise, and responsiveness were all flawless, and the implementation couldn’t have gone more smoothly. Everything was truly perfect.

BACKGROUND

Please describe your company and position.

I am the CEO of Precision Sales Recruiting

Describe what your company does in a single sentence.

We help business leaders hire salespeople. 

OPPORTUNITY / CHALLENGE

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

• LinkedIn Optimization
• Outbound Prospecting
• Story Brand Training

SOLUTION

How did you find Set 2 Close?

LinkedIn

Why did you select Set 2 Close over others?

• High ratings
• Good value for cost
• 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.

The consultant engagement focused on enhancing the LinkedIn presence of Precision Sales Recruiting and establishing a structured outbound strategy to drive conversations with decision-makers in target industries. The work was designed to strengthen brand visibility, increase credibility, and create a repeatable system for outbound lead generation. Work Completed 1. LinkedIn Profile Optimization Conducted a comprehensive review of the founder’s LinkedIn profile.Optimized the headline, summary, and experience sections to highlight sales recruiting expertise, industry specialization, and differentiators such as the 12-month guarantee and exclusive sales-only focus.Enhanced visual branding through updated banner and profile images.Refined featured content to showcase credibility assets, including thought leadership posts, client testimonials, and Precision Sales Recruiting’s website resources.Implemented SEO-informed keyword integration to improve discoverability in LinkedIn search and align with industry-specific queries (e.g., sales recruiter, SaaS sales hiring, manufacturing sales recruiter). 2. Content Strategy & Posting Framework Developed a weekly content framework centered on expertise, case studies, industry insights, and recruiting tips.Created sample posts and content prompts to increase engagement and position the founder as a trusted voice in sales recruiting.Established guidelines for post formatting, use of hashtags, and calls to action to maximize reach and conversion.Advised on leveraging both personal and company pages for broader visibility. 3. Outbound Messaging Playbook Built a tiered outbound messaging sequence for targeted outreach campaigns, including connection requests, warm introductions, and follow-up messages.Crafted value-driven messaging templates tailored to decision-makers in SaaS, manufacturing, new home sales, and industrial sales.Advised on personalization techniques to improve acceptance and response rates.Recommended tools and methods for tracking outreach performance and refining scripts based on results. 4. Target Market & List Development Defined and refined ideal client profiles by industry, company size, and role title.Provided guidance on leveraging LinkedIn Sales Navigator for list-building and segmentation.Outlined processes for ongoing research and expansion of outreach lists. 5. Training & Handoff Conducted working sessions to walk through outbound workflows and ensure repeatability.Delivered documentation on message sequences, targeting criteria, and posting guidelines.Provided coaching on LinkedIn etiquette, engagement strategies, and best practices for managing inbound replies. Deliverables Optimized LinkedIn profile for founder.Content framework with sample posts and posting calendar.Outbound messaging playbook with multi-step sequences.Target market definitions and Sales Navigator filters.Process documentation for ongoing execution. Outcomes Improved LinkedIn profile visibility and alignment with “top sales recruiting companies” positioning.Established a repeatable outbound system to consistently generate leads from SaaS, manufacturing, and new home sales decision-makers.Created a foundation for ongoing thought leadership and brand credibility in the sales recruiting space.

RESULTS & FEEDBACK

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

Improved LinkedIn profile visibility and alignment with “top sales recruiting companies” positioning.
Established a repeatable outbound system to consistently generate leads from SaaS, manufacturing, and new home sales decision-makers.
Created a foundation for ongoing thought leadership and brand credibility in the sales recruiting space.

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

Weekly cadence of coaching sessions. I had tasks to complete each week. They were highly responsive. 

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 found their depth of knowledge to be unique. They were highly trained on multiple platforms and tech stacks so we could customize my outbound strategy within my budget. 

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

No.

BACKGROUND

Please describe your company and position.

I am the Director of Operations of HART Machine Tool

Describe what your company does in a single sentence.

Sell Metal Working Machines

OPPORTUNITY / CHALLENGE

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

• Tracking of Sales
• Developing sales process
• Reporting overviews

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

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

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.

Sales mapping implementation Hubspot training The primary focus of this phase is to understand the current sales process, map out the desired sales process, implement necessary changes to optimize sales operations within HubSpot, and provide training for the sales team. Conduct a comprehensive discovery of the existing sales process. Identify gaps and areas for improvement within the current sales workflow. Map out a streamlined and standardized sales process tailored to Hart Machine Tool's needs. Implement the agreed-upon sales process in HubSpot, ensuring ease of use for the sales team. Provide training to the sales team on utilizing the new sales process effectively. A comprehensive mapping of the new sales process delivered in an excel spreadsheet format. Updated HubSpot configurations reflecting the new sales process. Training materials and documentation for the sales team (Set2Start Sidekick).

RESULTS & FEEDBACK

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

A comprehensive mapping of the new sales process delivered in an excel spreadsheet format. Updated HubSpot configurations reflecting the new sales process. Training materials and documentation for the sales team (Set2Start Sidekick).

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

Delivered the outcomes desired following weekly vitrual meetings to discuss and meet our company 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?

Set 2 Close was very intentive to our needs and wants and developed the tracking stratagies based on those needs. Very easy to work with and always kept our needs in mind while directing us in a more natural flow of tracking. 

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

Our company was very impressed with the Set 2 Close. They met every need we identified and were always professional. I did not encounter any area that I would suggest being done differently. Great group of people to work with. 

BACKGROUND

Please describe your company and position.

I am the Sales Manager of Prime Design and Build

Describe what your company does in a single sentence.

We are in the construction industry, we are a design and build frim specializing in home remodels, ADUs, Additions and new builds. 

OPPORTUNITY / CHALLENGE

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

• Someone to help guide the set up of our CRM
• Help understand the tool and how it can be used to push sales and individual contribution.

SOLUTION

How did you find Set 2 Close?

They were offered from our hubspot consultant.

Why did you select Set 2 Close over others?

• Good value for cost
• 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 were working on a CRM that 1 person was inputting all the information, one of the main reasons we wanted to switch is so that we as a company could have individual contribution from all salesman instead of word of mouth updates and no documentation. 
Other deliverables were establishing a process of sale, and having our salesman better understand and utalize a pipeline, forecasting and actuals. 

RESULTS & FEEDBACK

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

Having a central location for all company contacts, leads, and their info. We now have a central place that every level of leadership and management can see salesmans progress and it has significantly lightened the load of working as a single contrabution CRM to now having individual contribution so that everyone understands where they are at in the sales process.

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

Yes, specifiacally Will, He was fantastic, gave us the tools we needed and set us up for sucess, he always made himself avaiable if needed. 

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 appericated that you offered a number of different packages, most the time companies don't have a wide range and it feels like they are just squeezing money out of you, I felt like it was nice to have the option with minimal help but someone there to guide you through the process. I felt like, for the service given, it was well worth the money spent.

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

I think if anything maybe establish a timeline or benchmark goals to meet that should be met per check in, I think you guys being the experts its always great to see a path paved that sets you up for sucess and I think they would be useful. 

BACKGROUND

Please describe your company and position.

I am the Client Executive of Holmes Murphy

Describe what your company does in a single sentence.

Insurance Consulting Services

OPPORTUNITY / CHALLENGE

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

• Linkedin Outbound Strategy and Automation
• Linkedin Content Creation
• Linkedin Profile Branding

SOLUTION

How did you find Set 2 Close?

cold call

Why did you select Set 2 Close over others?

• Pricing fit our budget
• Good value for cost
• Strong references upon request

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.

Establish a Cohesive Personal and Professional Brand: Ensure all LinkedIn elements—from profile to content—reflect a consistent brand identity that integrates not only your personal storytelling but also supports a broader multi-channel outreach strategy.

Increase Visibility and Engagement: Utilize a tailored content strategy with a consistent cadence of engagement posts and newsletter launches. Optimize the approach to LinkedIn’s algorithms and incorporate cross-channel tactics (email and phone)

Streamline lead generation and prospecting. 

Launch high-value, multi-channel content.

RESULTS & FEEDBACK

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

Profile Optimization: Complete refresh and approval of all key profile components.

Content: A strategic posting strategy that includes guidelines for LinkedIn posts, engagement tactics, and a newsletter launch plan.

Prospecting Frameworks: Documentation of the lead-generation process, personalized outreach sequences, conversation funnel frameworks, and AB testing methodologies.

Sales Navigator Setup: Target personas defined, saved leads configured, and customized messaging strategies implemented
 
Integrated Training & Overlays: Access to the Sidekick training library

LinkedIn tool walkthroughs (Surf, Lagrowth Machine).

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

Organized 12-week course with weekly coaching sessions of 60 minutes. Module-based learning with action items, understanding checkpoints, real-life applications, and weekly to-do/homework 

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?

Technology integrations to learning modules and high level of proficiency with Linkedin and associated overlay tools geared toward target market identification, messaging, automation and scale

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

They fulfilled my initial evaluation criteria and then some

BACKGROUND

Please describe your company and position.

I am the Producer of Treeline Bamboo

Describe what your company does in a single sentence.

We are a B2B creative production company and marketing agency specializing in helping other businesses tell their stories in a meaningful way.

OPPORTUNITY / CHALLENGE

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

• Website build on HubSpot
• HubSpot adoption and training

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
• 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.

Objectives: Implement a gated HubSpot site with tiered-password login. Develop core pages: homepage/schedule, broadcast landing page template, downloads. Embed Resi live‑stream and replay via iframe Build a multi‑language framework with HubSpot’s language switcher. Establish feedback collection via HubSpot forms (embed, email send, or trigger‑based pop‑ups). Train Treeline Bamboo Partners on form management, email campaigns, and ongoing optimization.

RESULTS & FEEDBACK

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

We accomplished all objectives on schedule and in-budget. Client is happy with deliverables and it will be heavily utilized in the near future.

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

Project management was great. Everyone was very communicative and easy to work with, and did fantastic work.

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?

They were a pleasure to work with and we look forward to continuing our partnership as we move forward with other projects.

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

None that I can think of.

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