Set 2 Close

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.