Set 2 Close

Our experience working with Set2Close has been very positive. We brought them in to develop a gated website through HubSpot that could support our business needs while also integrating with our CRM processes. The scope included designing and building key website pages, creating a framework that supports multiple languages, and implementing a system that allows us to gather feedback from users. Throughout the engagement, their team has been highly communicative and easy to collaborate with. They manage the project well, keep timelines clear, and ensure that each milestone is delivered as planned. The work has remained on schedule and within the expected budget, which has been important for our team. From a quality standpoint, the deliverables have met our expectations and the end client has been happy with the outcome. Overall, Set2Close has proven to be a reliable partner that delivers solid results while maintaining a smooth and professional working relationship.

Set2Close supported our team with HubSpot consulting and hands-on training to help us get more value out of the platform. They walked us through several key areas including contact management, setting up email marketing workflows, organizing tasks, and creating dashboards to monitor our activity. What stood out during the engagement was their ability to tailor the training to our specific needs. Instead of generic instructions, they focused on practical examples and showed us how to apply the tools directly within our day-to-day processes. As a result of the improvements, we were able to reduce several manual tasks and improve how quickly we respond to inquiries. The automated email workflows they helped us implement also increased engagement with our clients. The training sessions were well organized, and all materials were delivered on time, making it easy for our team to reference them later. Overall, we were very satisfied with the level of support and guidance provided throughout the project.

Set2Close helped guide our team through the process of setting up and learning HubSpot so we could better manage our sales and marketing activities. Before working with them, our CRM setup lacked structure and our contact data needed significant cleanup. Their team worked closely with us to organize our contacts, configure marketing email capabilities, and create a clear deal board and pipeline structure. They also helped build workflows that make it easier for our team to track opportunities and maintain consistency in our sales process. Throughout the project, communication was reliable and the team remained responsive, usually replying within a day whenever we had questions. They kept the onboarding process organized and ensured we understood how to use the platform effectively rather than simply setting it up for us. Overall, the experience exceeded our expectations and gave us a much stronger foundation for managing our client relationships and sales activities moving forward.

Set2Close has been instrumental in helping us implement and manage HubSpot for our marketing operations. Our goal was to better organize our existing customer and subscriber data while also building a more effective system for communicating with our audience. They helped migrate and structure our customer lists within HubSpot and then used those lists to set up automated marketing workflows. As a result, we now have an active database of newsletter subscribers and customers who are automatically engaged through targeted drip campaigns. The team has also provided ongoing training and guidance to ensure our internal team understands how to maintain and expand these systems. Their knowledge of the platform has been extremely helpful, and they’ve been quick to respond whenever we’ve needed assistance or clarification. Communication throughout the project has been prompt and dependable, which has made the collaboration easy and productive. Overall, they’ve played a key role in helping us build a stronger marketing infrastructure.

Set2Close supported our landscape supply business with migrating our website to HubSpot while ensuring minimal disruption to daily operations. They took the time to understand our pace and adjusted the project workflow to fit our schedule, which made the process much more manageable for our team. The team successfully delivered a fully functional website and provided practical training for our staff on using HubSpot’s CMS. Their approach was flexible and attentive, always ensuring that tasks were completed correctly and on time. Communication was consistent, and they were easy to reach whenever we needed clarification or support. Overall, we were very satisfied with their professionalism, flexibility, and the quality of work delivered. The migration and training have made it much easier for our team to manage content and maintain the website internally.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.