Set 2 Close

Name: Set 2 Close
Telephone: 604-700-7719
Price range: $200 - $300
Rating: 4.9

4.9 86 Reviews

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Your HubSpot & Revenue Operations Growth Partner

Set2Close is a HubSpot Elite Partner specializing in HubSpot CRM and Revenue Operations (RevOps) services to help B2B teams improve pipeline performance, increase CRM adoption, and drive sustainable growth. With 500+ CRM projects delivered, our 5-star rated team brings a practical, outcomes-first approach to systems that support sales, marketing, and customer success.

HUBSPOT CRM SERVICES: As a top HubSpot Elite Partner, we design, implement, and optimize custom HubSpot solutions that improve user experience, data quality, reporting, and automation. From initial setup to full-scale optimization, we streamline workflows, enhance lead and pipeline management, and support better forecasting and conversion across the customer lifecycle.

Canada

329 Rue Cheval Noir, Kamloops, British Columbia v1s 0g2

604-700-7719

Service Focus

Focus of Implementation Services

CRM Consulting - 25%
Hubspot (CRM) - 75%

Industry Focus

Information Technology - 25%
Manufacturing - 25%
Business Services - 10%
Transportation & Logistics - 10%
Startups - 10%
Enterprise - 10%
Industrial - 10%

Client Focus

70% Medium Business

15% Large Business

15% Small Business

Review Analytics of Set 2 Close

86
Total Reviews

4.9/5
Overall Rating

86
Recent Reviews

What Users Say

A professional and energetic team that helped strengthen our sales and marketing foundation while genuinely investing in our success.

Darren Lamothe , CEO at Novamen

A collaborative and results-driven partnership that delivered qualified leads while being genuinely enjoyable to work with.

Anonymous

An exceptional partner that helped us hire top-tier sales talent and set up the right systems for long-term success.

Alexander Ivanov , Co-Founder at Hypergen

A proactive and highly supportive partner that helped us build traction, refine our messaging, and bring our product to market effectively.

Andrew Crawford , Co-Founder & CDO at Origen Air Systems Ltd

A highly collaborative partnership that’s transforming our sales process into a more efficient and scalable system.

Joel Edwards , Founder & CEO at Tressl

What Users Like The Most

What stood out most was their attitude and genuine commitment to helping us succeed. Despite this being a free service, they treated us with the same level of care and dedication as a paying client. Their onboarding specialist, Matt, brought deep technical expertise along with a positive, motivating approach that made the entire experience enjoyable. Their willingness to go above and beyond left a lasting impression and is a big reason we plan to work with them again.
What stood out most was their “teach you to fish” approach. Instead of just doing the work for us, they focused on building our internal capabilities, which has had a lasting impact beyond the project itself.
What stands out most is their genuine, client-first approach. They’re not trying to push a one-size-fits-all solution—instead, they take the time to understand our business and tailor everything to what actually works for us. That flexibility and willingness to help in any way possible has made a big difference.

What Users Like The Least

There is always room for small improvements, and one of the tools they used could benefit from expanded features and better support for video-based guidance. That said, this did not take away from the overall experience, which was excellent from start to finish.
There were no notable areas for improvement. The team was responsive, flexible, and delivered exactly what we needed.
At this stage, there are no meaningful areas for improvement. The engagement has been smooth, and the team continues to deliver strong value.

Detailed Reviews of Set 2 Close

4.9 86 Reviews

Darren Lamothe, CEO at Novamen

Posted 2 weeks ago

A professional and energetic team that helped strengthen our sales and marketing foundation while genuinely investing in our success.

Our overall experience with Set2Close was very positive. We engaged them across multiple areas, including sales recruitment, sales management, CRM implementation, and digital marketing, with the goal of improving our processes and driving new business opportunities.

Throughout the engagement, their team demonstrated a high level of professionalism and organization. Meetings were well-structured, communication was clear, and they integrated into our workflows without friction. It was evident that they brought both experience and energy to the table, which made collaboration smooth and productive.

From a results standpoint, we were satisfied with the outcomes and the progress made in strengthening our sales and marketing efforts. They provided valuable support across different functions and helped lay a stronger operational foundation for our team.

What stood out most was their attitude. They approached the engagement with honesty, integrity, and a genuine desire to see our business succeed, which made a big difference in the overall working relationship.

What was the project name that you have worked with Set 2 Close?

Sales Management, CRM Implementation & Digital Marketing for Chemical Distribution Firm

What service was provided as part of the project?

Business Services

Describe your project in brief

Set2Close provided end-to-end support including sales recruitment, sales management, CRM implementation, and digital marketing for a chemical distribution company. The engagement focused on strengthening sales processes and driving new business growth.

What is it about the company that you appreciate the most?

Their professionalism, energy, and integrity stood out the most. The team was easy to work with, communicated clearly, and showed a real commitment to helping us achieve our goals.

What was it about the company that you didn't like which they should do better?

Given the technical nature of our business and the sophistication of our customers, some of the more automated or standardized approaches didn’t always align perfectly with our needs. A more tailored approach in those areas could have improved results further. Additionally, the services can be on the higher end in terms of cost, so ensuring strong alignment with the business model is important.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

Completed
Business Services

Anonymous

Posted 2 weeks ago

A collaborative and results-driven partnership that delivered qualified leads while being genuinely enjoyable to work with.

Our experience with Set2Close was both productive and enjoyable. We engaged them to support our B2B lead generation efforts and provide sales consulting, with the goal of generating qualified opportunities and refining our outbound strategy.

From the beginning, their team integrated seamlessly with ours. They took the time to understand our industry, offering, and target market, and worked closely with us to align on positioning and outreach strategy. Once that foundation was in place, they executed lead generation campaigns and successfully booked qualified meetings and demos for our team.

We saw tangible results from the engagement, including high-quality leads that ultimately converted into valuable clients. Their ability to combine strategic thinking with execution made a real difference.

Communication throughout the project was consistent and effective. We had regular check-ins and were able to stay aligned through messaging and weekly calls. They were always responsive and made themselves available when needed, which helped keep everything moving forward smoothly.

Overall, it felt like working with an extension of our own team—people who were not only focused on delivering results but were also easy to collaborate with.

What was the project name that you have worked with Set 2 Close?

B2B Lead Generation & Sales Consulting for Consulting & Technology Services Company

What service was provided as part of the project?

Business Services

Describe your project in brief

Set2Close provided B2B lead generation and outbound sales support for a consulting and technology services company. Their work included refining sales strategy, targeting, and positioning, while executing outreach campaigns using tools like ActiveCampaign, LinkedIn, and ZoomInfo to generate qualified leads.

What is it about the company that you appreciate the most?

The team itself stood out the most. They were professional, approachable, and genuinely great to work with. It felt less like a typical vendor relationship and more like collaborating with a team that was invested in our success.

What was it about the company that you didn't like which they should do better?

There were no major areas for improvement. The engagement met our expectations, and the overall experience was very positive.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$10001 to $50000
In Progress
Business Services

Alexander Ivanov, Co-Founder at Hypergen

Posted 2 weeks ago

An exceptional partner that helped us hire top-tier sales talent and set up the right systems for long-term success.

Working with Set2Close has been an outstanding experience. We initially brought them in to help us hire our first salesperson, but their impact went far beyond just recruitment.

They managed the entire hiring process—from sourcing candidates to conducting detailed interviews and evaluating personality and character fit. What really stood out was their commitment to finding top-tier talent. They didn’t settle for anything less than the right fit, which gave us a lot of confidence in the final hire.

Beyond recruitment, they also helped us set up the foundation for our sales operations. This included building out workflows in HubSpot, as well as outlining the onboarding materials and sales cadences needed to ensure our new hire could hit the ground running.

Communication has been seamless throughout the engagement. We connect regularly via WhatsApp and weekly check-ins, and they’ve always been highly responsive and easy to work with.

Overall, they didn’t just help us hire a salesperson—they helped us set up a system for success. The level of effort, expertise, and attention to detail they bring is genuinely impressive.

What was the project name that you have worked with Set 2 Close?

Sales Recruitment & Onboarding Setup for Advertising Services Company

What service was provided as part of the project?

Business Services

Describe your project in brief

Set2Close supported an advertising services company in recruiting their first salesperson, managing the hiring process, and setting up onboarding systems. This included candidate sourcing, interview and personality assessments, and building CRM workflows in HubSpot for sales onboarding and execution.

What is it about the company that you appreciate the most?

Their expertise in sales and recruitment is what stands out the most. It’s rare to find a team that not only knows how to identify top sales talent but also understands how to set them up for success within the business. They made what could have been a complex and stressful process feel effortless.

What was it about the company that you didn't like which they should do better?

There are no areas for improvement. The experience has been excellent, and they consistently deliver more value than expected.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$10001 to $50000
In Progress
Advertising & Marketing

Andrew Crawford, Co-Founder & CDO at Origen Air Systems Ltd

Posted 2 weeks ago

A proactive and highly supportive partner that helped us build traction, refine our messaging, and bring our product to market effectively.

Our experience with Set2Close has been exceptional and continues to be a valuable partnership. We engaged them during a critical phase—bringing a complex, non-traditional air purification solution to market in a post-pandemic environment where our target customers were still re-emerging.

From the outset, they took the time to deeply understand our technology, market landscape, and internal capabilities. They didn’t just provide a strategy—they actively helped us execute and iterate. Their work spanned audience research, campaign development, and multi-channel outreach across platforms like LinkedIn, Facebook, and email.

One of the most impactful outcomes has been the growth and clarity of our brand voice. Our social media channels have steadily grown in followers, and more importantly, our engagement with potential customers has become far more meaningful and efficient. We’ve seen improved traction toward pilot projects and early-stage sales opportunities.

Their workflow has been exceptionally efficient. They’re highly responsive, easy to communicate with, and always available to provide guidance—even on short notice. They strike a rare balance between leveraging automation and maintaining a strong human touch, which made collaboration both productive and enjoyable.

Overall, they’ve played a key role in helping us move forward faster and with greater confidence in our go-to-market efforts.

What was the project name that you have worked with Set 2 Close?

Commercialization Strategy & Social Media Growth for Clean Tech Startup

What service was provided as part of the project?

Digital Marketing

Describe your project in brief

Set2Close partnered with a clean technology startup to develop and execute a product commercialization and social media strategy. Their work included audience research, campaign execution across platforms like LinkedIn and Facebook, and ongoing optimization to build brand presence and drive customer engagement.

What is it about the company that you appreciate the most?

What stands out most is their ability to combine efficiency with genuine human connection. They don’t just execute—they empower and enable their clients to succeed. Their proactive mindset and commitment to driving outcomes make them a truly valuable partner.

What was it about the company that you didn't like which they should do better?

There are no meaningful areas for improvement. If anything, scaling their team to handle more clients without losing their quality would be the only challenge—but that speaks to how strong the experience has been.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
In Progress
Advertising & Marketing

Joel Edwards, Founder & CEO at Tressl

Posted 2 weeks ago

A highly collaborative partnership that’s transforming our sales process into a more efficient and scalable system.

Working with Set2Close has been a strong and ongoing partnership for our team. As a SaaS startup operating in complex industries like energy and infrastructure, our sales cycles are naturally long and involve multiple stakeholders, making efficiency and structure absolutely critical.

Set2Close stepped in to help us refine and elevate our existing sales process. While we already had some foundational elements in place, they brought in the expertise needed to connect everything into a more cohesive and scalable system. They’ve also helped us better leverage tools like HubSpot and PandaDoc, enabling us to simplify workflows and reduce unnecessary manual steps.

We’re already seeing the impact of this work. Our sales process is becoming more streamlined, and our team is spending less time on repetitive tasks and more time focusing on high-value activities. This shift is helping us move faster and operate more effectively as we grow.

From a project management standpoint, their communication and workflow have been seamless. They’ve been highly organized, responsive, and easy to work with throughout the engagement, which has made collaboration straightforward and productive.

Overall, they’ve proven to be a valuable partner in helping us navigate and improve a very complex sales environment.

What was the project name that you have worked with Set 2 Close?

Sales Process Automation & CRM Optimization for SaaS Platform

What service was provided as part of the project?

IT Services

Describe your project in brief

Set2Close is helping a SaaS startup streamline and optimize its sales process by refining workflows, implementing automation, and leveraging tools like HubSpot and PandaDoc. The goal is to reduce sales cycle complexity and improve efficiency in a highly complex B2B sales environment.

What is it about the company that you appreciate the most?

What stands out most is their genuine, client-first approach. They’re not trying to push a one-size-fits-all solution—instead, they take the time to understand our business and tailor everything to what actually works for us. That flexibility and willingness to help in any way possible has made a big difference.

What was it about the company that you didn't like which they should do better?

At this stage, there are no meaningful areas for improvement. The engagement has been smooth, and the team continues to deliver strong value.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$50001 to $200000
In Progress
Information Technology

Brian Shumate, VP of Sales & Marketing at Green Pest Management

Posted 2 weeks ago

A highly effective partnership that streamlined our recruitment process and strengthened our digital hiring strategy.

Our experience working with Set2Close has been extremely positive and impactful. We initially brought them on to help us build a stronger recruitment infrastructure and expand our reach in sourcing sales candidates through digital marketing channels.

They played a key role in implementing and optimizing tools that allowed us to automate much of our front-end recruitment process. From setting up platforms like Breezy HR and integrating candidate testing systems to refining our communication templates and reviewing candidate-facing materials, they helped us create a much more efficient and scalable hiring workflow.

One of the biggest benefits has been the time saved through automation. The systems they implemented are already improving how we screen candidates, schedule interviews, and manage applicant flow. At the same time, their support with digital recruitment marketing is helping us gradually expand our reach and attract better candidates.

Their project management has been consistent and reliable throughout. They came in with a clear plan, communicated progress regularly, and were always accessible whenever we had questions or needed guidance. Even beyond the initial setup, they continue to support us in refining and improving our processes.

Overall, they’ve gone above and beyond to ensure this project delivers long-term value for our business.

What was the project name that you have worked with Set 2 Close?

Sales Recruitment Infrastructure & Digital Marketing for Pest Control Company

What service was provided as part of the project?

Digital Marketing

Describe your project in brief

Set2Close helped a pest control company build a scalable recruitment infrastructure and supported digital marketing efforts to attract sales candidates. This included implementing recruitment tools, automating applicant workflows, and assisting with candidate sourcing strategies across digital channels.

What is it about the company that you appreciate the most?

Their accessibility and relatability stood out the most. The team, especially Jordan, was easy to work with, highly knowledgeable, and genuinely invested in helping us succeed. Their culture and values clearly reflect in the quality of their work and the way they engage with clients.

What was it about the company that you didn't like which they should do better?

At this point, there are no areas for improvement. The experience has been smooth, and they continue to deliver value as the engagement progresses.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
In Progress
Business Services

Anonymous

Posted 2 weeks ago

A smooth and reliable CRM implementation that aligned perfectly with our sales and growth strategy.

Working with Set2Close was a very positive experience. They supported us in setting up HubSpot, building new sales pipelines, and aligning the CRM with our evolving sales process and network expansion goals.

From the beginning, their approach was structured and focused. They took the time to understand our current workflows, identify gaps, and implement improvements that made our sales and operational processes more streamlined and efficient. The end result was a fully functional CRM system that our team could start using immediately.

Their project management was strong throughout the engagement. They stayed on top of timelines, maintained clear communication, and were consistently responsive to our needs. Whether it was through virtual meetings, email, or messaging, they ensured that progress was steady and that any questions or adjustments were handled quickly.

Overall, they delivered exactly what we needed—a reliable CRM foundation and well-defined pipelines that support our ongoing growth.

What was the project name that you have worked with Set 2 Close?

HubSpot CRM Setup & Pipeline Development for Healthcare Platform

What service was provided as part of the project?

IT Services

Describe your project in brief

Set2Close provided CRM consulting and implementation services for a healthcare platform, including HubSpot setup, sales pipeline creation, and alignment of CRM processes with the company’s network expansion and sales strategy.

What is it about the company that you appreciate the most?

The team itself stood out the most. They were responsive, easy to work with, and genuinely committed to making sure our needs were met at every stage of the project.

What was it about the company that you didn't like which they should do better?

At this stage, there are no notable areas for improvement. The engagement met our expectations and was handled professionally throughout.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
Completed
Healthcare & Medical

Jake Long, Business Manager at Market Square Tech

Posted 2 weeks ago

An outstanding onboarding experience that made HubSpot approachable and set us up for long-term success.

Our experience with Set2Close was genuinely impressive and far exceeded expectations. They supported us through HubSpot onboarding and helped us get comfortable using the platform for our day-to-day business activities. Even though our primary goal was simply to get up and running, their structured guidance and hands-on support made the process far smoother than anticipated.

HubSpot can feel overwhelming at first due to its depth and flexibility, but Set2Close broke everything down into manageable steps. Through a series of well-organized meetings, practical tools, and clear direction, they ensured we never felt lost during the setup process. By the end of the engagement, we were confidently using HubSpot as part of our daily operations.

One of the most valuable aspects was their “Set 2 Start” program, which eliminated the typical onboarding costs and allowed us to invest our time and energy into learning the system properly instead of worrying about budget constraints. For a small business, that made a meaningful difference.

Overall, they delivered exactly what we needed and more, creating a strong foundation for us to build on as we continue to grow.

What was the project name that you have worked with Set 2 Close?

HubSpot Onboarding & CRM Setup for Software Company

What service was provided as part of the project?

IT Services

Describe your project in brief

Set2Close provided HubSpot onboarding and CRM consulting services for a software company. Through their “Set 2 Start” program, they guided the client in setting up HubSpot, navigating its features, and integrating it into daily business operations while offering strategic advice and tools.

What is it about the company that you appreciate the most?

What stood out most was their attitude and genuine commitment to helping us succeed. Despite this being a free service, they treated us with the same level of care and dedication as a paying client. Their onboarding specialist, Matt, brought deep technical expertise along with a positive, motivating approach that made the entire experience enjoyable. Their willingness to go above and beyond left a lasting impression and is a big reason we plan to work with them again.

What was it about the company that you didn't like which they should do better?

There is always room for small improvements, and one of the tools they used could benefit from expanded features and better support for video-based guidance. That said, this did not take away from the overall experience, which was excellent from start to finish.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

Completed
Information Technology

Anonymous

Posted 2 weeks ago

A highly effective HubSpot onboarding experience that empowered our team to confidently run campaigns independently.

Working with Set2Close was a smooth and productive experience. They helped us get our HubSpot account fully set up and, more importantly, ensured our team understood how to use it effectively. Their focus wasn’t just on implementation, but on enabling us to execute campaigns ourselves with confidence.

Throughout the engagement, they guided us on how to plan, launch, and measure campaigns aligned with our goals, including brand awareness and announcing new service lines. As a result, we were able to successfully execute the campaigns we had in mind and feel well-prepared to manage future initiatives independently.

Their approach to project management was structured yet flexible. They kept us accountable with weekly tasks and learning milestones, which helped us steadily build our knowledge of the platform. At the same time, they were very responsive and accommodating whenever scheduling changes were needed.

Overall, the combination of hands-on support, practical training, and strategic advice made this a valuable engagement for our team.

What was the project name that you have worked with Set 2 Close?

HubSpot Setup & Training for IT Services Company

What service was provided as part of the project?

IT Services

Describe your project in brief

Set2Close supported an IT services company with HubSpot onboarding, including account setup, campaign execution training, and guidance on tracking performance. The engagement focused on enabling the internal team to independently run and optimize marketing campaigns.

What is it about the company that you appreciate the most?

What stood out most was their “teach you to fish” approach. Instead of just doing the work for us, they focused on building our internal capabilities, which has had a lasting impact beyond the project itself.

What was it about the company that you didn't like which they should do better?

There were no notable areas for improvement. The team was responsive, flexible, and delivered exactly what we needed.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
Completed
Information Technology

Jez Louise, VP, CS & Ops at StaffingOS

Posted 2 weeks ago

A seamless and highly effective HubSpot implementation that delivered immediate value and full team adoption.

Our experience with Set2Close was exceptional from start to finish. They managed a full-scale HubSpot implementation, covering everything from CRM setup to pipeline structuring, marketing automation, and reporting dashboards. What stood out immediately was their ability to truly understand our workflows and translate them into a system that was not only functional but also intuitive for our team to use from day one.

The rollout was completed on time with zero disruption to our day-to-day operations, which was critical for us. Post-implementation, we saw immediate improvements in pipeline visibility, reduced manual work through automation, and access to consistent, reliable reporting that has significantly improved decision-making at the leadership level.

Their project management was excellent—communication was always clear, timelines were respected, and they consistently followed through on every commitment. Even in cases where deeper technical questions came up, they ensured thorough follow-up with well-researched solutions.

Overall, Set2Close exceeded expectations and proved to be a highly reliable and knowledgeable partner throughout the engagement.

What was the project name that you have worked with Set 2 Close?

End-to-End HubSpot CRM Implementation for StaffingOS

What service was provided as part of the project?

IT Services

Describe your project in brief

Set2Close delivered a complete HubSpot implementation for StaffingOS, including CRM setup, sales pipeline creation, marketing automation workflows, and custom reporting dashboards. The engagement focused on aligning HubSpot with internal workflows to improve efficiency, visibility, and adoption across the organization.

What is it about the company that you appreciate the most?

What impressed us most was their deep HubSpot expertise combined with their proprietary “Sidekick” tool, which genuinely sets them apart from other partners. It added immediate, tangible value to our implementation and made the overall solution more powerful and efficient.

What was it about the company that you didn't like which they should do better?

Honestly, there were no major areas for improvement. The entire experience was smooth, well-managed, and exceeded our expectations.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
Completed
Information Technology

Zabe Siddique, CEO at Loop ERP

Posted 1 month ago

A smooth and highly effective HubSpot implementation that significantly improved our lead management and sales workflow.

Working with Set2Close was a great experience from start to finish. Their consultants demonstrated a deep understanding of both CRM systems and the operational needs of ERP businesses. They structured our HubSpot instance thoughtfully, ensuring our sales pipelines, lead capture mechanisms, and automation workflows were properly aligned with how our team actually works.

Throughout the engagement, their team remained organized and proactive. They communicated clearly, kept the project on schedule, and were always quick to address questions or adjust configurations when needed. One thing that stood out was their willingness to go beyond the original scope whenever they saw an opportunity to improve our setup.

Since the implementation, we’ve seen a noticeable improvement in lead tracking, email engagement, and overall conversion rates. Just as importantly, our sales development team now feels comfortable and confident using HubSpot in their daily workflow.

What was the project name that you have worked with Set 2 Close?

HubSpot CRM Implementation & Sales Automation Setup

What service was provided as part of the project?

Implementation Services

Describe your project in brief

Our company partnered with Set2Close to implement and structure HubSpot CRM for our ERP platform business. Their team handled the full setup, including CRM architecture, lead capture processes, marketing automation workflows, and sales pipeline configuration. They also worked closely with our sales development team to ensure the system was aligned with our internal processes and provided hands-on training to help our team adopt the platform efficiently.

What is it about the company that you appreciate the most?

Their expertise and practical approach stood out the most. They didn’t just configure the CRM - they made sure the system genuinely supported our sales and marketing processes.

What was it about the company that you didn't like which they should do better?

There wasn’t anything significant that stood out as a negative. Overall, the engagement was very smooth and well managed.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$10001 to $50000
Completed
Other Industries

Marshall Scabet, CEO at Precision Sales Recruiting

Posted 1 month ago

A knowledgeable team that helped us build a repeatable and effective outbound lead generation system.

Set2Close played a key role in helping us refine how we present ourselves online and how we approach outbound prospecting. They began by optimizing our LinkedIn profile and ensuring it properly reflected our value proposition as a sales recruiting firm. From there, they helped develop a practical content strategy designed to position us as a credible voice in our industry.

One of the most valuable parts of the engagement was the outbound messaging framework they created. It provided our team with a clear structure for reaching out to prospects in a way that felt professional and consistent. They also incorporated SEO keyword guidance so our content and profiles could perform better in search.

The team was responsive throughout the process and consistently delivered on schedule. Beyond simply providing recommendations, they took the time to train our team and ensure we understood how to apply the strategies ourselves. As a result, we now have a repeatable system that continues to generate leads while also strengthening our thought leadership and brand credibility.

What was the project name that you have worked with Set 2 Close?

LinkedIn Optimization & Lead Generation Strategy Development

What service was provided as part of the project?

Business Services

Describe your project in brief

We engaged Set2Close to strengthen our online presence and improve lead generation for our sales recruiting firm. The project involved optimizing our LinkedIn profile, developing a structured content strategy, and creating an outbound messaging playbook for prospecting. Their team also conducted training sessions and helped integrate SEO keyword strategies to improve visibility and credibility across digital channels.

What is it about the company that you appreciate the most?

Their depth of knowledge across different platforms really stood out. They brought practical insights and were able to connect strategy with real execution.

What was it about the company that you didn't like which they should do better?

There weren’t any major issues during the project. Overall, the collaboration was smooth and well organized.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
Completed
Business Services

Jeff South, HART Machine Tool

Posted 1 month ago

A professional consulting engagement that helped us build a clearer sales process and improve our HubSpot usage.

Our experience working with Set2Close was very positive. We initially reached out to them to help us bring more structure to our sales process and make better use of HubSpot across our team. From the beginning, they took the time to understand how our organization currently operates and what challenges our sales team was facing.

They carefully mapped out a new sales process that made it easier for our team to track opportunities and maintain consistency in how leads are handled. In addition to process planning, they updated parts of our HubSpot configuration so the system aligned better with our workflow.

Another valuable part of the project was the training they provided. The sessions were practical and easy to follow, and the materials they delivered have continued to be useful for onboarding and internal reference. The Set2Close team was professional, responsive, and genuinely attentive to the needs we outlined during the engagement.

What was the project name that you have worked with Set 2 Close?

Sales Process Development & HubSpot Training Implementation

What service was provided as part of the project?

Business Services

Describe your project in brief

We partnered with Set2Close to review and improve our internal sales process and better utilize HubSpot within our organization. Their team worked with our leadership and sales staff to map out a clear and structured sales workflow. They also updated our HubSpot configuration and delivered training sessions to ensure our sales team understood how to use the platform effectively.

What is it about the company that you appreciate the most?

Their willingness to listen and tailor the solution to our needs stood out the most. They were easy to work with and very attentive throughout the entire process.

What was it about the company that you didn't like which they should do better?

There wasn’t anything significant that needed improvement during the engagement. The project was handled smoothly and professionally.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
Completed
Manufacturing

Maddie Fraser, Sales Manager at Prime Design and Build

Posted 1 month ago

A valuable CRM consulting engagement that improved visibility, organization, and efficiency for our sales team.

Set2Close helped us make a significant improvement in how we manage our sales process. Prior to the project, our CRM setup was limited to a single user and didn’t provide the visibility or structure our growing team needed. Their consultants helped us transition to a multi-user environment and built a system that could support collaboration across our sales team.

They created a centralized database for our contacts and leads, which immediately made it easier for everyone to access and update information. In addition, they worked with us to define a clear sales pipeline so opportunities could be tracked consistently from initial contact through closing.

One of the biggest benefits has been the reduction in manual work and the improved visibility for leadership. Managers now have a much clearer view of how deals are progressing and where salespeople are focusing their efforts. Communication throughout the engagement was straightforward, mostly through online meetings, and the team was always helpful in answering questions along the way.

Overall, the value we received from the project made the investment well worth it.

What was the project name that you have worked with Set 2 Close?

CRM System Upgrade & Sales Pipeline Structuring

What service was provided as part of the project?

Implementation Services

Describe your project in brief

Our company worked with Set2Close to transition from a single-user CRM setup to a fully functional multi-user system. Their team handled the CRM implementation, organized our contact database, and helped design a structured sales pipeline. They also guided our team on how to effectively manage opportunities and track progress within the platform.

What is it about the company that you appreciate the most?

Their ability to simplify complex CRM processes and turn them into practical systems our team could immediately start using.

What was it about the company that you didn't like which they should do better?

Nothing major stood out during the project. The collaboration went smoothly and met our expectations.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

Completed
Other Industries

Tommy Lavelle, Client Executive at Holmes Murphy

Posted 1 month ago

A well-structured LinkedIn marketing engagement that improved our profile visibility and outbound strategy.

Our engagement with Set2Close focused on improving how we use LinkedIn as a professional networking and business development channel. Their team began by reviewing our existing profile and making recommendations to strengthen the branding and messaging so it better represented our expertise in the insurance consulting space.

They also helped design a clear framework for posting content and engaging with prospects on the platform. In addition to developing the strategy, they introduced customized outreach messaging and showed us how to apply it effectively when connecting with potential clients.

Another valuable part of the project was the training they provided. They walked our team through LinkedIn tools and shared practical tips that made it easier to manage outreach and maintain consistency in our activity. The project was organized well from start to finish, and communication was always clear.

Overall, they met the expectations we initially set when evaluating potential partners and delivered exactly what we were looking for.

What was the project name that you have worked with Set 2 Close?

LinkedIn Profile Branding & Outbound Marketing Strategy

What service was provided as part of the project?

Digital Marketing

Describe your project in brief

Set2Close worked with us to strengthen our presence on LinkedIn and improve how we approach prospecting on the platform. Their team helped optimize our LinkedIn profile, create a structured content plan, and build an outbound messaging strategy designed to connect with potential clients. They also provided training so our team could confidently use LinkedIn tools and maintain the strategy internally.

What is it about the company that you appreciate the most?

Their strong understanding of LinkedIn as a professional marketing platform and their ability to translate that knowledge into a practical strategy.

What was it about the company that you didn't like which they should do better?

There were no significant issues during the engagement. The project was managed well and met our expectations.

Rating Breakdown

Quality
Schedule & Timing
Communication
Overall Rating

Project Detail

$0 to $10000
Completed
Insurance