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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.

REVENUE OPERATIONS (REVOPS) SERVICES: Our RevOps services align sales, marketing, and customer success around a shared revenue system. We refine processes, remove bottlenecks, build scalable automation, and create unified reporting that helps teams move faster with clearer insights and stronger accountability.

WHY SET2CLOSE: Our track record of 500+ successful CRM engagements reflects deep expertise in HubSpot and RevOps. As a B Corp certified organization, we are committed to responsible growth and long-term value for our clients, team, and community. Combined with our Elite Partner status and proven delivery model, we help organizations build revenue systems that perform today and scale tomorrow.

Visit set2close.io to learn how we can help you modernize your HubSpot CRM and strengthen your revenue engine.

Canada Canada
329 Rue Cheval Noir, Kamloops, British Columbia v1s 0g2
604-700-7719
$200 - $300/hr
10 - 49
2021

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

66
Total Reviews
4.9/5
Overall Rating
66
Recent Reviews

What Users Say

Set2Close provided a structured, insight-driven strategy that aligned stakeholders and established a clear path forward.
Anonymous
Set2Close provided a smooth, well-paced HubSpot implementation backed by responsive support and strong expertise.
Michaela Lamb
Michaela Lamb , Director Client Strategy at Sycamore Leaf Solutions
Set2Close made HubSpot adoption straightforward through responsive support, clear guidance, and practical system configuration.
Martina Moss
Martina Moss , Executive Assistant at SimulEYE
Set2Close enabled a smooth HubSpot adoption by delivering structured pipelines, hands-on training, and reliable project execution.
Mushfiqur Rahman
Mushfiqur Rahman , CEO at PFD Canada Corporation
Set 2 Close delivered a high-quality HubSpot website on time and within budget, leaving all stakeholders highly satisfied.
Brad Moore
Brad Moore , Producer at Treeline Bamboo

What Users Like The Most

  • Transparent, tailored support and affordable pricing.
  • Transparent communication and reliable results.
  • Timely insights and feedback on sales strategy.

What Users Like The Least

  • None mentioned.
  • No concerns noted.
  • No drawbacks mentioned.

Detailed Reviews of Set 2 Close

4.9 66 Reviews
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Anonymous
Posted 2 weeks ago

Set2Close provided a structured, insight-driven strategy that aligned stakeholders and established a clear path forward.

Set2Close was engaged to provide HubSpot consulting and high-level strategic direction for a due diligence background screening company. Their process began with comprehensive stakeholder interviews to understand operational challenges, goals, and expectations across the organization. Using these insights, the team guided the client through a structured problem assessment and developed a practical roadmap to support future HubSpot adoption and process improvements. The interview outcomes generated positive internal feedback, validating both the approach and the clarity of the recommendations.
Throughout the engagement, Set2Close consistently delivered items on time, demonstrated a thoughtful and methodical working style, and maintained effective communication through virtual meetings, emails, and messaging. Overall, the client was highly satisfied with the quality and professionalism of their work.

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

CRM Consulting for Due Diligencie Background Check Company

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close delivered HubSpot consulting and strategic guidance for a background check company, including stakeholder interviews, problem assessment, and roadmap creation.

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

Their thorough discovery process, strategic clarity, and reliable communication throughout the engagement.

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

Including measurable success metrics within the roadmap could further support execution and tracking.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Michaela Lamb
Michaela Lamb, Director Client Strategy at Sycamore Leaf Solutions
Posted 2 weeks ago

Set2Close provided a smooth, well-paced HubSpot implementation backed by responsive support and strong expertise.

Set2Close was engaged to implement HubSpot CRM and provide comprehensive training and sales enablement services for an educational software company. Acting as the sole point of contact, the team ensured clear communication, streamlined coordination, and consistent progress across all phases of the project.
The implementation was completed successfully and on schedule, with Set2Close remaining highly responsive to evolving needs and requests. Their onboarding process was thoughtfully paced, allowing the client’s team to build confidence in using the platform without feeling overwhelmed.

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

HubSpot CRM Implementation, Training & Sales Enablement

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close implemented HubSpot CRM and delivered training and sales enablement support for an educational software company, serving as the primary point of contact throughout the engagement.

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

Their responsiveness, structured onboarding approach, and strong HubSpot expertise delivered at a cost-effective value.

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

Expanded post-implementation optimization guidance could further enhance long-term CRM performance.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Financial & Payments
Martina Moss
Martina Moss, Executive Assistant at SimulEYE
Posted 2 weeks ago

Set2Close made HubSpot adoption straightforward through responsive support, clear guidance, and practical system configuration.

Set2Close was engaged to support the onboarding and initial configuration of HubSpot for an eye model manufacturing company. Their work included helping the client access HubSpot’s learning resources, establishing the platform’s foundational structure, and guiding the team through the essential steps needed to begin using the system effectively. Throughout the process, Set2Close ensured the setup aligned closely with the client’s operational requirements. They responded quickly to questions, provided thoughtful and detailed answers to more complex inquiries, and maintained consistent communication. Their approachable and collaborative working style made the overall experience smooth and easy to navigate. By the end of the engagement, the client had a clear understanding of how to use HubSpot and a properly configured system ready to support ongoing business activities.

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

CRM Consulting & SI for Ophtalmic Model Manufacturer

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close delivered HubSpot onboarding services for an eye model manufacturing company, enabling system access, foundational setup, and guided training tailored to the client’s needs.

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

Their responsiveness, clarity in explaining complex topics, and ability to simplify the onboarding experience.

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

Additional follow-up sessions after onboarding could further reinforce long-term platform adoption.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Healthcare & Medical
Mushfiqur Rahman
Mushfiqur Rahman, CEO at PFD Canada Corporation
Posted 2 weeks ago

Set2Close enabled a smooth HubSpot adoption by delivering structured pipelines, hands-on training, and reliable project execution.

Set2Close was engaged to help a clothing manufacturer become fully proficient with HubSpot. The scope of work included importing existing data, setting up deal pipelines, and creating automated workflows to support a more efficient and organized sales process. Throughout the engagement, Set2Close remained flexible and demonstrated strong product knowledge, communicating effectively through virtual meetings and email to ensure alignment and smooth delivery.

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

CRM Consulting & SI for Clothing Manufacturer

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close provided CRM consulting and training services for a clothing manufacturer, helping the client adopt HubSpot, configure deal pipelines, and streamline sales workflows.

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

Their HubSpot expertise, flexibility, and focus on enabling long-term self-sufficiency through training.

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

More advanced use-case examples during training could further accelerate adoption.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Manufacturing
Brad Moore
Brad Moore, Producer at Treeline Bamboo
Posted 2 weeks ago

Set 2 Close delivered a high-quality HubSpot website on time and within budget, leaving all stakeholders highly satisfied.

Set 2 Close was engaged to provide website development services for a B2B creative production company, with a focus on building a gated HubSpot site tailored to the client’s needs. The scope included creating essential website pages, implementing a multi-language structure, and setting up a feedback collection system to support ongoing improvements. The team successfully met all project objectives while staying on schedule and within budget. Throughout the engagement, Set 2 Close demonstrated excellent project management, maintained clear and consistent communication, and remained easy to collaborate with at every stage. The end client was pleased with the final deliverables, and overall performance exceeded expectations in terms of quality, reliability, and execution.

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

Web Development, Design & CRM Setup for B2B Creative Prod Co

What service was provided as part of the project?

Other Services

Describe your project in brief

Set 2 Close developed a gated website on HubSpot for a B2B creative production company, including core site pages, a multi-language framework, and a built-in feedback collection system.

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

Their strong project management, clear communication, and ability to consistently deliver high-quality work.

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

Offering post-launch optimization insights could further enhance the long-term value of the solution.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • In Progress
  • Advertising & Marketing
Tommy Lavelle
Tommy Lavelle, Client Executive at Holmes Murphy
Posted 2 weeks ago

Set 2 Close transformed the client’s LinkedIn presence into a structured, results-driven outbound and branding engine.

Set 2 Close was engaged to strengthen an insurance consulting firm’s LinkedIn marketing and prospecting efforts. The team optimized the client’s LinkedIn profile, aligned branding and messaging, and created a strategic framework for content posting and outbound prospecting. In addition, they implemented customized messaging strategies tailored to the target audience and conducted training sessions to ensure the client could effectively use LinkedIn tools. The project was well organized from start to finish, with clear timelines and deliverables. Set 2 Close demonstrated deep expertise in LinkedIn marketing and outbound strategy, enabling the client to build a more professional, consistent, and scalable presence on the platform.

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

LinkedIn Marketing & Outbound Strategy Development

What service was provided as part of the project?

Digital Marketing

Describe your project in brief

Set 2 Close provided LinkedIn marketing services for an insurance consulting company, including profile branding, content creation, outbound strategy development, and team training.

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

Their LinkedIn proficiency, structured approach, and ability to combine strategy, execution, and training effectively.

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

Expanded reporting on outbound performance could further enhance ongoing optimization.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Insurance
Maddie Fraser
Maddie Fraser, Sales Manager at Prime Design and Build
Posted 2 weeks ago

Set 2 Close delivered a scalable CRM solution that improved visibility, efficiency, and sales management.

Set 2 Close was engaged to support a design-build firm in migrating from a limited single-user CRM to a multi-user system that could support company-wide sales operations. The team configured the CRM, established a structured sales process, and provided guidance on how to effectively manage and use the sales pipeline.
As a result, the client gained a centralized database containing all contacts and leads, significantly reducing manual effort and administrative workload. The new system also provided leadership and management with clear, real-time visibility into sales activity and individual performance. Throughout the engagement, Set 2 Close maintained consistent communication through online meetings, ensuring alignment and smooth adoption across the organization.

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

CRM Consulting for Design-Build Firm

What service was provided as part of the project?

Business Services

Describe your project in brief

Set 2 Close helped a design-build firm transition from a single-user CRM to a fully centralized, multi-user system, including CRM setup, sales process definition, and pipeline guidance.

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

Their ability to simplify CRM adoption, improve operational visibility, and reduce workload through a well-structured system.

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

Additional documentation for advanced CRM use cases could further support long-term scalability.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • Completed
  • Other Industries
Jeff South
Jeff South, Director of Operations at HART Machine Tool
Posted 2 weeks ago

Set 2 Close delivered a clearly defined sales process and practical HubSpot training that fully addressed the client’s needs.

Set 2 Close was engaged to assess and redesign the sales process for a machine tool company while also strengthening the team’s use of HubSpot. The engagement included mapping out a new, structured sales workflow, updating HubSpot configurations to align with that process, and delivering training materials tailored to the client’s sales team. The team demonstrated a strong understanding of the client’s goals and took a highly attentive approach throughout the project. They were easy to collaborate with, consistently professional, and ensured every identified requirement was addressed thoroughly. By the end of the engagement, the client was equipped with a comprehensive sales process framework, improved HubSpot setup, and practical training resources to support long-term adoption and performance.

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

Sales Process Consulting & HubSpot Training

What service was provided as part of the project?

Business Services

Describe your project in brief

Set 2 Close provided sales process consulting and HubSpot training for a machine tool company, including process mapping, CRM configuration updates, and sales enablement materials.

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

Their attentiveness to client needs, professionalism, and ability to translate strategy into usable processes and training.

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

Additional follow-up sessions after implementation could further support ongoing optimization.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Other Industries
Marshall Scabet
Marshall Scabet, CEO at Precision Sales Recruiting
Posted 2 weeks ago

Set 2 Close created a repeatable outbound system that consistently generated leads while strengthening brand credibility.

Set 2 Close was engaged to improve a sales recruiting firm’s LinkedIn performance and outbound effectiveness. The team optimized the LinkedIn profile, developed a structured content strategy, and created an outbound messaging playbook designed to support consistent lead generation. In addition, they conducted hands-on training sessions and integrated relevant SEO keywords to enhance visibility and positioning. These efforts resulted in a repeatable outbound system that reliably produced leads while laying a strong foundation for long-term thought leadership and brand authority. Throughout the engagement, Set 2 Close remained highly responsive, met all timelines, and demonstrated deep knowledge across multiple platforms, making the collaboration both efficient and productive.

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

LinkedIn Optimization & Outbound Lead Generation System

What service was provided as part of the project?

Digital Marketing

Describe your project in brief

Set 2 Close optimized a sales recruiting firm’s LinkedIn presence and built a content strategy and outbound messaging playbook, supported by training and SEO keyword integration.

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

Their strategic approach to outbound systems, strong platform expertise, and reliable, on-time delivery.

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

Expanding performance analytics and reporting could further strengthen ongoing optimization efforts.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Other Industries
Zabe Siddique
Zabe Siddique, CEO at Loop ERP
Posted 2 weeks ago

Set2Close delivered a well-structured HubSpot implementation that significantly improved lead management and sales performance.

Set2Close was engaged to implement HubSpot end to end for an ERP platform company, covering CRM setup, marketing automation workflows, and sales pipeline configuration. In addition to the technical setup, the team also trained sales development representatives to ensure smooth adoption across the organization.
Their work led to measurable improvements, including stronger lead capture processes, higher conversion rates, and increased email engagement. Throughout the engagement, Set2Close maintained a highly organized and consistent approach, responding quickly to requests and keeping the project on track. What truly set them apart was their willingness to go beyond the defined scope, proactively identifying gaps and providing prompt, practical solutions that added extra value to the implementation.

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

HubSpot CRM & Marketing Automation Implementation

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close implemented and customized HubSpot for an ERP platform company, configuring CRM architecture, marketing automation, sales pipelines, and training sales development representatives.

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

Their structured execution, responsiveness, and readiness to exceed the agreed scope to deliver better outcomes.

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

More post-implementation performance reviews could further optimize long-term CRM usage.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • Completed
  • Other Industries
Robert Fitzpatrick
Robert Fitzpatrick, CEO at Dewey's BBQ Market
Posted 2 months ago

Their support was exceptional, patient, and far better than any previous training experience we’ve had.

Working with Set 2 Close has been incredibly valuable. They not only walked us through HubSpot’s marketing tools but made sure we truly understood how to use them strategically not just technically. Their team took the time to guide us step-by-step on sending email marketing campaigns, tracking results, and using dashboards and reporting to make smarter decisions. Compared to previous experiences with similar vendors or platforms, Set 2 Close went above and beyond in both clarity and thoroughness. They were extremely patient, generous with their time, and made sure we never felt rushed or confused at any stage of the process. Their support helped us confidently take ownership of our marketing operations inside HubSpot.

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

HubSpot CRM Consulting & SI for BBQ Restaurant

What service was provided as part of the project?

Other Services

Describe your project in brief

Set 2 Close supported us by setting up reporting, dashboards, and teaching our team how to send effective email marketing campaigns while helping us understand HubSpot’s marketing features in depth.

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

Their patience, generosity, and ability to teach in a way that’s both practical and empowering.

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

Nothing major.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Amanda Totchek
Amanda Totchek, Events & Sales Coordinator at Robert Spencer Hospitality
Posted 2 months ago

Set 2 Close made the HubSpot setup seamless, efficient, and highly valuable with their expertise and hands-on support.

Working with Set 2 Close has been a smooth and productive experience from start to finish. Their team helped us configure HubSpot to match our sales needs, set up customized pipelines, and implement sequences that aligned with our workflow. They also guided us through automation setup and trained our internal team so we could confidently manage the platform moving forward. Their responsiveness and ability to explain HubSpot functionality clearly made the process straightforward and stress-free. Throughout the engagement, they consistently demonstrated deep platform knowledge and a willingness to go the extra mile to ensure everything was optimized for our team.

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

HubSpot Setup for Restaurant Company

What service was provided as part of the project?

Other Services

Describe your project in brief

Set 2 Close was brought in to help us implement HubSpot, build out our sales pipelines, and structure our CRM processes with effective automations and sequences.

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

Their responsiveness, expertise, and willingness to support us through every step of setup and training.

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

Offering ongoing optimization recommendations tailored to future sales scaling would make the experience even better.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Chris Kemp
Chris Kemp, Head of Sales at Amara technologies inc
Posted 2 months ago

It was a smooth, informative, and even fun experience thanks to their expertise and sense of humor.

Working with Set 2 Close has been a genuinely enjoyable and productive experience. From the very beginning, they made the HubSpot onboarding process feel approachable and manageable. We met weekly to walk through setup, discuss features, and troubleshoot anything that came up. Their knowledge of HubSpot runs deep, and they were great at explaining things in a clear way that made the platform easier to adopt. They also helped us upload all of our contacts and get everything organized so we could start using HubSpot confidently and efficiently. The team always met deadlines, communicated clearly, and made the whole process feel supportive rather than overwhelming.

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

HubSpot Onboarding & Consulting for Fitness & Wellness Co

What service was provided as part of the project?

Other Services

Describe your project in brief

Set 2 Close supported us in setting up HubSpot, onboarding our team, and helping us become fully operational with the CRM through weekly guidance and hands-on support.

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

Their expertise combined with their friendly approach especially their sense of humor, which made every meeting feel enjoyable.

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

It would be nice to have more proactive guidance on long-term workflows as the system grows and evolves.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Jennie Rush
Jennie Rush, Account Manager at Top Down CPM
Posted 2 months ago

The experience was very smooth, informative, and genuinely helpful in improving how we use HubSpot.

Working with Set 2 Close has been a great experience from start to finish. They took the time to understand how we were using HubSpot and helped reorganize everything in a way that finally made sense for our workflow. The training was especially valuable rather than just explaining features, they showed us how to use them in real scenarios, which made everything much easier to adopt. Their communication throughout the process was clear and consistent, with virtual meetings and email support that always felt timely and personal. Overall, their work made HubSpot feel more accessible and much more useful for our team.

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

CRM Consulting & SI for Financial Services Company

What service was provided as part of the project?

Other Services

Describe your project in brief

Set 2 Close helped us clean up, organize, and better utilize HubSpot while also providing helpful training on automation and platform features.

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

Their patience and ability to explain HubSpot in a way that feels practical, not overwhelming.

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

It would be great to have more ongoing check-ins after training to help ensure we continue maximizing all the new features and workflows.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Mark Pruitt
Mark Pruitt, VP of Strategy at myMechanic
Posted 2 months ago

The experience was smooth, well-guided, and genuinely helpful as we transitioned into a more structured CRM workflow.

Working with Set 2 Close was a positive and productive experience. They took the time to understand our processes and built a HubSpot setup that aligned perfectly with how our sales cycle works. Their implementation made a clear impact our team became more organized, our sales process moved faster, and day-to-day operations felt more streamlined. Communication was consistent through virtual meetings, emails, and messages, and no question ever felt like an inconvenience. From onboarding to practical usage training, the team was knowledgeable, supportive, and easy to work with.

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

CRM Consulting & Implementation for SaaS Platform Company

What service was provided as part of the project?

Other Services

Describe your project in brief

Set 2 Close helped us set up and implement HubSpot and provided training to ensure our team could use it efficiently.

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

Their responsiveness and willingness to guide us step-by-step, ensuring the platform wasn't just installed — it was truly integrated into how we work.

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

The only improvement would be offering more proactive optimization suggestions once the setup was complete, rather than waiting until we reached out with questions.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • In Progress
  • Transportation & Logistics