Set2Close

BACKGROUND

Please describe your company and position.

I am the Shawn Heer of Pyro Shield

Describe what your company does in a single sentence.

High Temp Textiles manufacturing.

OPPORTUNITY / CHALLENGE

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

• Learn Hubspot
• Track sale leads
• organize information

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• Pricing fit our budget
• Good value for cost

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 and the team at Set2Close were more than helpful during our HubSpot onboarding. It was incredibly knowledgeable, guiding us through everything from connecting Outlook to navigating the platform's many moving parts.

RESULTS & FEEDBACK

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

I especially liked how they broke down complex processes into simple, digestible steps for our non-tech users. They even showed us how to get quick answers using the HubSpot chat widget. 

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?

Working with Set2Close was essential to simplifying our workflow and ensuring we never felt overwhelmed. They truly helped us every step of the way!

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

BACKGROUND

Please describe your company and position.

I am the Marketing of Zonna Energy

Describe what your company does in a single sentence.

Zonna Energy is a Solar Equipment Distributor

OPPORTUNITY / CHALLENGE

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

• ONboarding for our Hubspot CRM and Sales Module

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• 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.

Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed.

RESULTS & FEEDBACK

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

Working with the Set 2 Close team was a very helpful process.

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

Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.

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?

Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.

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

Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.

BACKGROUND

Please describe your company and position.

I am the CEO of PFD Canada Corporation

Describe what your company does in a single sentence.

We manufacture and supply apparel from Bangladesh and Far East

OPPORTUNITY / CHALLENGE

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

• Gain proficiency in using HubSpot
• Setting up deal pipelines

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• High ratings
• Referred to me

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.

Building out sales hub enterprise with pipelines, workflows, reporting and training.

RESULTS & FEEDBACK

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

Successful data import

Workflows for efficient pipeline

Training to make us self sufficient

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

Yes - it was on time and risks were managed appropriately 

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?

Their flexibility and the depth of knowledge in the product.

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

No comments at this point

BACKGROUND

Please describe your company and position.

I am the Executive Assistant of SimulEYE

Describe what your company does in a single sentence.

We make eye models to practice surgery on. 

OPPORTUNITY / CHALLENGE

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

• HubSpot Onboarding

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.

Got access to the HubSpot learning tool. Met for check-ins to help with any questions and set up of the foundations. 

RESULTS & FEEDBACK

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

Understanding of getting started in HubSpot and how to set up the system so it fits our company. 

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

Yes, they were able to answer questions on the go and help set up the system. If we had more complicated questions, they would get back with more in detail anwers specific to our needs. 

What was your primary form of communication with Set2Close?

Virtual Meeting

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

Saw the bigger picture

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

No

BACKGROUND

Please describe your company and position.

I am the Director Client Strategy of Sycamore Leaf Solutions

Describe what your company does in a single sentence.

At Sycamore, we put schools at the center of everything we do. Built by former educators and administrators, Sycamore provides the tools and support you need, so you can spend more time focusing on your students.

OPPORTUNITY / CHALLENGE

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

• HubSpot Implementation
• CRM Training
• Sales Enablement

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• High ratings
• Pricing fit our budget
• Good value for cost

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 onboarding was perfectly paced, maintaining our HubSpot momentum while we balanced other business priorities.

RESULTS & FEEDBACK

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

Working with Set2Close was a fantastic experience.

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

As a growing company, we found the pricing cost-effective for the value provided. Having a single point of contact for HubSpot optimization, rather than juggling multiple people, made the entire project seamless. Highly recommended!

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?

Jeremy was incredibly accommodating and responsive, expertly handling all our questions throughout the process.

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

NA

BACKGROUND

Please describe your company and position.

I'm an executivfe at Alias Intelligence

Describe what your company does in a single sentence.

Due Diligence Background Checks

OPPORTUNITY / CHALLENGE

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

• Provide an assessment and roadmap to improve
• Scope out HubSpot health

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• Pricing fit our budget
• Great culture fit
• 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.

Interview all stakeholders, guide them through the problem assessment process, and provide a robust improvement plan. 

RESULTS & FEEDBACK

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

Feedback from interviews. 

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

Absolutely, timely and thorough 

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 culture and hospitality were impressive.

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

N/A

BACKGROUND

Please describe your company and position.

I am the Partner of Strategic Wealth Management

Describe what your company does in a single sentence.

We are a Wealth Management firm that helps our clients plan for their retirement.

OPPORTUNITY / CHALLENGE

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

• Onboarding for HubSpot

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

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

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.

Met with our Onboarding Specialist William biweekly after we purchased HubSpot as our new CRM. Along with William and the Set 2 Close Sidekick Chrome Extension, we got started with HubSpot on a really strong footing. 

RESULTS & FEEDBACK

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

We were able to develop a good understanding of the fundamentals of HubSpot and our Marketing Director was able to develop some more advanced functions like Sequences and Email Campaigns. 

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

William and his team were very responsive and responded by email with all additional questions we had outside of the virtual meetings. 

What was your primary form of communication with Set2Close?

Virtual Meeting

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

I was impressed by the blend of personal interaction and the chrome extension. It helped us with the base of understanding and let us explore more advanced topics. We had a different CRM previously and it was always too complicated to implement our ideas. 

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

Can't think of anything.

BACKGROUND

Please describe your company and position.

I am the Executive Account Manager of Promatic Software

Describe what your company does in a single sentence.

Software Company

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?

• Pricing fit our budget
• 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.

Onboarding Consultations on a weekly or bi - weekly basis. Helped us get up and running with Hubspot.

RESULTS & FEEDBACK

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

Gaining a strong understanding of Hubspot marketing by the end of the program. Set 2 close provided answers to all questions that came up along the way.

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

They responded to all communication in a timely manner. We had no issues with communication; Set 2 Close was great.

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 sidekick program that came with their package was a great help while working on Hubspot by myself without anyone from the set 2 close team. Also, their onboarding specialist, William, went above and beyond expectations during our online meetings and over email.

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

Nothing comes to mind.

BACKGROUND

Please describe your company and position.

I am the President of Bruco Agency Inc

Describe what your company does in a single sentence.

Influencer Marketing / Digital Marketing Agency

OPPORTUNITY / CHALLENGE

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

• Refine Sales Funnel
• Refine Lead Generation Funnel
• Email Marketing / Marketing Automations

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• 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?

1 Employee

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

Set2Close has been instrumental in refining our operational efficiency. Jeremy’s guidance has helped us transition from relying solely on Slack notifications to utilizing robust custom reports and dashboards for tracking team activities, providing clear visibility into performance metrics like deal velocity, cash spending, and content delivery rates. 

RESULTS & FEEDBACK

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

They successfully restructured our workflow, redesigning client dashboards within Notion to function as a sales pipeline and establishing clear ownership and permission structures across our team. 

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?

Thanks to their expertise, we now have sophisticated reporting on email flow performance, lead journeys, and a detailed sales leaderboard, giving us the data necessary to understand our business functions and strategically plan long-term initiatives, including the development of our loyalty program.

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

No negative feedback to date!

BACKGROUND

Please describe your company and position.

I am the VP of Strategy of myMechanic

Describe what your company does in a single sentence.

A SaaS Platform Technology Company for the Transporation Industry

OPPORTUNITY / CHALLENGE

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

• CRM Support
• HubSpot Training
• Sales Process / Mapping

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• Great culture fit
• Good value for cost
• Referred to me

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

6-10 Employees

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

A part of our team had never used a CRM before, and the platform’s trackability, activity logging, and in-app calling features were fantastic for ensuring everyone got on the same page.

RESULTS & FEEDBACK

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

Set 2 Close has been a tremendous help in aligning our team to use a CRM.

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

We love using templates for emails, which makes communication faster and more uniform across all teams. The ability to easily use tasks and send out email templates has significantly increased our efficiency and sped up our sales cycle.

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?

Overall, we are very pleased with Set2Close; they have been instrumental in setting up our CRM and have been great about answering all our questions. We loved working with them!

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

NA