Set2Close

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Overview

$5,000+

Min Project Size

150+

Avg Hourly Rate

10 - 49

Employees

2021

Year Founded

ABOUT SET2CLOSE

Your HubSpot & Revenue Operations Growth Partner!

Set2Close, HubSpot’s rapidly growing Elite Partner, specializes in HubSpot CRM and Revenue Operations (RevOps) services aimed at enhancing B2B sales and growth. With more than 500 completed CRM projects and satisfied clients, our highly-rated team provides customized solutions for achieving success. HUBSPOT CRM SERVICES: As a leading HubSpot Elite Partner, we focus on creating personalized HubSpot CRM solutions. Our specialists design, implement, and optimize systems to improve user experience and functionality, ensuring seamless adoption across sales, marketing, and service teams. From initial setup to ongoing adjustments, we simplify workflows, enhance lead management, and accelerate deal closures. With over 500 projects under our belt, our Agile methodology guarantees that your HubSpot CRM delivers measurable outcomes. REVENUE OPERATIONS (REVOPS) SERVICES: Our RevOps services synchronize your sales, marketing, and customer success teams for optimal efficiency. We enhance the revenue lifecycle—from lead generation to retention—by refining processes and removing inefficiencies. Utilizing HubSpot tools and data-driven methods, we develop scalable solutions that boost profitability and align with your objectives. WHY CHOOSE SET2CLOSE? Our track record of over 500 successful CRM implementations demonstrates our proficiency in HubSpot and RevOps. As an Elite Partner, we bring unmatched expertise and creativity, achieving a 5-star rating for client satisfaction. Visit set2close.io to discover how we can revolutionize your revenue strategy today.

Languages Spoken

EnglishFrench

HIGHLIGHTS

$5,000+

Min Project Size

150+

Avg Hourly Rate

10 - 49

Employees

2021

Year Founded

Services

Focus

Industries

Clients

Services Provided

15% Lead Scoring & Qualification

15% Sales Funnel Strategy & Optimization

3% Appointment Setting Services

14% Email Marketing & Automation

13% Digital Strategy

7% Account-Based Marketing (ABM)

33% CRM Consulting and SI

About the Team

OUR STORY

Our Story: We are Set2Close, a HubSpot Elite RevOps team comprised of professionals in sales, marketing, revenue system development, and CRM expertise. We focus on strategizing, executing, and providing training. With over 500 HubSpot and CRM implementations under our belt, we help B2B companies establish scalable sales and marketing systems. Our track record features rapid 3-month rollouts, successful outcomes for B2B clients (with some reporting up to 40% growth in Annual Recurring Revenue), and numerous top industry accolades.

TEAM PHOTOS

Portfolio

Sales Systems Build

Hypergen

Before partnering with Set 2 Close, Hypergen found its operations to be chaotic due to its founder-led structure. They had an inconsistent approach to closing deals and insufficient time to properly follow through and follow up. The lack of a formal process and organization made it difficult to involve other team members as needed. Although they had a CRM, it was not being actively utilized and poorly structured, making it more of a financial burden than a revenue-generating asset. We started by analyzing and understanding Hypergen's market, target personas, and buyers' journey. This analysis equipped us with the foundational knowledge required to design an effective sales process for a future business development role. We created a comprehensive sales playbook outlining the entire sales strategy, including communication methods, the typical buyer journey from awareness to purchase, and the key touchpoints needed to guide prospects smoothly through the sales funnel. We also developed a Hubspot CRM to align with the sales playbook, creating a buyer-focused pipeline with automated email sequences and touchpoints. We integrated all meeting links, calendars, emails, calls, and SMS within the CRM to enhance performance visibility. Additionally, we implemented automated actions to boost the salesperson's efficiency, such as notifications for key prospect interactions, automated lead scoring for prioritizing outreach, and other automated tasks to help maintain productivity. Finally, we conducted a thorough recruitment process to find the right candidate for Hypergen, utilizing psychometric testing and role-playing interview techniques to ensure a good fit for the new sales system.

SaaS: Revenue Operations & HubSpot Optimization

Airlock Digital

**The Challenge** Airlock Digital, a prominent global cybersecurity company, encountered considerable difficulties with their current HubSpot configuration. Initially utilizing HubSpot without a defined process or established practices, they recognized issues with scalability while aiming to rapidly expand in all markets throughout 2023. Many of their sales processes were manual and lacked automation, leading to inefficiencies. Furthermore, there was no efficient method for managing customer success, and vital financial software like Maxio was not integrated with HubSpot, leading to subpar financial and revenue reporting. The team required a thorough transformation to enhance their sales, marketing, and customer service operations. **The Solution** To tackle these challenges, Airlock Digital collaborated with Set 2 Close, a premier revenue growth agency specializing in Revenue Operations (RevOps). Set 2 Close promptly identified the scalability problems and initiated a long-term project to revamp HubSpot. They automated numerous manual tasks, such as assigning leads, sending follow-up reminders, handling renewals, and managing various pipeline activities. Customized reporting was established to cater to Airlock’s unique requirements, integrating Maxio for finance and End Point Usage for customer data. They also introduced advanced features such as automated lead scoring, tailored dashboards, and integrated communication tools. Multiple testing phases ensured that the customizations met the team's needs. Niko Bielovich, COO of Airlock Digital, remarked, “From our very first call, Set 2 Close demonstrated their expertise, which was exactly what we were looking for. I have complete trust in them; they’ve fulfilled every requirement we had to enhance our RevOps systems.” **The Results** The implementation greatly improved both sales and customer service operations. The company's capability to manage customer relationships and scale its sales processes was enhanced, facilitating more efficient and effective growth strategies. The efficiency and productivity of sales representatives increased by 20%, and annual recurring revenue...

Manufacturing: HubSpot Migration & Sales Systems

Metal Building Outlet

SUMMARY Affected Sales Efficiency and Productivity Issues with HubSpot CRM Implementation CHALLENGES OUTCOMES

Projects & Clients

Project Size & Rate

Minimum Project Size

$5,000+

Average Hourly Rate

150+

Pricing Snapshot

Min Project Size

$5,000+

Avg Hourly Rate

150+

Cost Rating

N/A

What Clients Have Said

"Set2Close delivers quality projects within budget and timeline expectations based on verified client feedback."

Based on verified reviews and internal benchmark data

PROJECT BUDGETS

No budget data yet. Reviewers either haven't shared a project budget or kept theirs confidential.

Select a service

Lead Scoring & Qualification

Sales Funnel Strategy & Optimization

Appointment Setting Services

Email Marketing & Automation

Digital Strategy

Account-Based Marketing (ABM)

CRM Consulting and SI

Industry Recognitions

Certified B Corporation

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Video Testimonials

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HubSpot Elite Partner

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Global Recognition Award - Revenue as a Service

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Locations

Headquarters

Rue Cheval Noir

Kamloops, British Columbia, Canada V0K

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