Overview

About Set 2 Close

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.

What clients say

Review Analytics of Set 2 Close

Every review is verified through Goodfirms before it's published.

4.986 Verified Reviews
Quality4.9
Schedule & Timing4.9
Communication4.9
Overall4.9
Review Summary
Summarized from 86 verified reviews · Updated August 2026
Set 2 Close earns consistent praise for responsive, knowledgeable support and personalized service. Clients highlight the team's expertise in HubSpot and CRM strategy, timely communication and delivery, and willingness to provide training and guidance tailored to individual needs. The firm is noted for streamlining processes, reducing manual work, and offering valuable services at affordable pricing, with many clients describing the team as professional, accessible, and genuinely invested in their success.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of Set 2 Close
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What reviewers mention most

AnonymousVerified Review
Posted on Jul 15, 2025

“Great Experience Working with the Team.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close supported the client with a full HubSpot onboarding process, setting up the account and enabling campaign execution. The training sessions covered how to independently run campaigns and measure their outcomes. The team remained highly responsive and flexible, adjusting the training schedule to match the client’s pace. Their consultative approach also included recommendations on industry best practices, enhancing the client’s confidence in using the platform.

Jonathan Sturgeon, CEO at Dingus and ZazzyVerified Review
Posted on Jul 15, 2025

“Motivated and Goal-Aligned Team Members.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close played a pivotal role in increasing the client’s sales by establishing a repeatable and scalable sales structure. The team’s dedication, motivation, and energetic support created a highly collaborative experience. Their communication style enabled seamless workflow and strong alignment throughout the project.

Keenan Geiger, CD, Principal at Health & Safety Consulting CompanyVerified Review
Posted on Jul 15, 2025

“Supportive Approach with Knowledgeable Consultants.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close introduced the client to a functional, repeatable sales system while educating them on prospecting, mindset, and objection handling. Their team was supportive, punctual, and highly knowledgeable, leaving the client more confident in their sales process.

James Walker, CEO at Ares Strategic MiningVerified Review
Posted on Jul 15, 2025

“Strong Commitment Over the Entire Engagement.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close facilitated meaningful connections with new business partners through effective discovery sessions and ongoing communication. Their transparency, reliability, and goal-focused execution helped the client expand their network strategically.

AnonymousVerified Review
Posted on Jul 15, 2025

“Always Available and Eager to Assist.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close developed a functional sales funnel for the nonprofit’s business attraction strategy. They remained available, responsive, and organized, delivering all elements on time. Their consistent communication helped maintain clarity throughout.

AnonymousVerified Review
Posted on Jul 15, 2025

“Patient Support Tailored to Our Questions.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close enabled the education company to successfully transition to HubSpot with full adoption of multiple hubs. Their best practice insights, punctual delivery, and virtual communication contributed to a smooth engagement.

Greg Jagiello, Product Lead at Solara HealthVerified Review
Posted on Jul 15, 2025

“Impressive Flexibility to Meet Unique Needs”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

The team helped build automation processes and a useful knowledge base. Set 2 Close adapted quickly to evolving requirements and delivered excellent training sessions. Their flexibility and ability to learn the client’s needs stood out.

Madelyn Nelson, Marketing Director at Advisor's Resource CompanyVerified Review
Posted on Jul 15, 2025

“Personalized Approach to HubSpot Training.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

With personalized meetings and quick email responses, Set 2 Close helped the client understand performance metrics and HubSpot functionality. Their tailored approach created a strong foundation for ongoing success with the platform.

Tyler Major, Owner & Operator at Major RoofingVerified Review
Posted on Jul 15, 2025

“Faster Delivery Than Promised.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close dramatically reduced administrative time for the client’s sales team and introduced a streamlined document-sharing and signing process. Their work made CRM use easier and more productive, significantly improving efficiency and team satisfaction.

Katelyn Richardson, Inside Sales Executive at Package Property™ PlatformVerified Review
Posted on Jul 15, 2025

“Always On Time and Well-Prepared.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

The team ensured a seamless setup and guided the client through the HubSpot ecosystem. As a result, the client better understood the tools and saw notable improvement in email marketing performance. Set 2 Close maintained punctuality and preparedness throughout the engagement.

Sean Achey, Owner at Numa Design BuildVerified Review
Posted on Jul 15, 2025

“Friendly, Professional, and Easy to Work With.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close helped the client transition smoothly into HubSpot by aligning the platform with existing workflows. They swiftly implemented a functioning sales pipeline and provided expert configuration guidance. Their responsiveness, flexibility in scheduling, and professional demeanor were highly appreciated.

Sarah Liner, Customer Experience Manager at Purple Line LLCVerified Review
Posted on Jul 15, 2025

“Thorough, Organized, and Knowledgeable Team.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close ensured a seamless migration and user onboarding process. They delivered customizations and comprehensive training, resulting in a well-documented metrics reporting setup. Their expertise, thoroughness, and structured approach led to a highly positive outcome.

Kari Madden, Business Development Director at Chapul FarmsVerified Review
Posted on Jul 15, 2025

“Everything Was Delivered as Expected.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

The team’s support helped the client navigate HubSpot confidently. They advised on RevOps strategy and improved overall sales efficiency. Timely responses and effective virtual communication contributed to the success of the implementation.

Michael Durazzo, Owner at OccHearingVerified Review
Posted on Jul 15, 2025

“Insightful HubSpot Tips and Constructive Feedback.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

The client saw improved usage of sequences and workflows and gained better insight into the sales hub. Set 2 Close provided timely resources and constructive feedback, helping the company refine their sales and business development strategies effectively.

Jeanne Duke, President at JSDuke LLCVerified Review
Posted on Jul 15, 2025

“Solutions Tailored to My Specific Needs.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close’s tailored instruction helped the client automate tasks and improve marketing processes. The team provided recorded follow-ups after each session, reinforcing the lessons. Their one-on-one support and flexibility greatly improved the learning experience.

Focus

Service Focus of Set 2 Close

How the team's effort is distributed across services.

100%

Industries Focus

25%10%10%10%10%10%

Client Focus

Small Business15%
Medium Business70%
Large Business15%
Selected Work

Client Portfolio of Set 2 Close

Where their work concentrates - by industry, budget, and timeline.

Clients: 8

Airlock DigitalPet Resort Hospitality GroupMetal Building OutletTresslBchexNovamenDingus & ZazzyHypergen

Where we are

Locations (1)

Offices where Set 2 Close operates.

Headquarter
Canada

Canada

329 Rue Cheval Noir
Kamloops, British Columbia v1s 0g2
604-700-7719