Set 2 Close

Onboarding Help

The experience was good overall, we were able to utilize the Google Chrome extension and the weekly calls to setup and implement HubSpot for our firm. I would refer for anyone who is willing to take on the preparation without the need for a full onboarding package.

Was excited to work with Matt

When we came to HubSpot, we weren't super pleased with the sales process. However, we enjoyed meeting with Set 2 Close, and when we did decide to get On Sales Pro, we were stoked to get to work with Matt. Each lesson was clear pre and post meeting. I feel like we got a lot of training not only for sales, but also for our business. They even helped us with our inventory management system!

Very Impressed!

Before I worked with Set2Close, I did not have a good LinkedIn or email outbound prospecting strategy in place. I did not even know where to start. Set2Close fully understood my goals and objectives and worked with me to create and implement the strategy. Now I am able to generate a consistent stream of leads using their training. I absolutely recommend Set2Close.

HubSpot onboarding

Set 2 Close have been extremely helpful in helping us understand all aspects of HubSpot and how we can best benefit from the product and services. Would highly recommend to anyone looking for onboarding help.

Fully Recommend Set 2 Close

Working with Set 2 Close has been extremely helpful. We started with zero visibility of what our sales team was doing on a daily basis and what deals they had in the works. After working with Set 2 Close we now have full transparency of what our team is doing and were we stand on our upcoming deals. I would fully recommend Set 2 Close to anyone in need of better tracking.

Great Start with Set 2 Close

We were referred to by HubSpot for helping us with onboarding. They were great in supporting our small team in understanding some of the features we were not up to speed with and wanted to use. They provided excellent support, on-time and it is GREAT value. We worked with Will and he was always patient, on time and very helpful.

Set 2 Close onboarding w HubSpot

We were referred to Set 2 Close through HubSpot for our onboarding training. We couldn't be happier with Will's help. He was very thorough and detailed in his training as well as timely and efficient in his response times. I couldn't recommend him more!

Set 2 Close was so helpful!

I loved working with set 2 close, they help pave the way to establishing our CRM! The quality of the service was amazing for the price, our rep Will, was fantastic and always helpful, definitely a value add when setting up your CRM as a business.

Testimonial

My experience was very good. My account representative Dennis was pleasant and very helpful. Whatever he wasn't sure of he was able to get me answers very quickly. The only thing that would have been helpful would have been a training outline to follow so I could ask my questions in a more organized way. I have been pleased with HubSpot so far and am learning new features to use daily.

Successful Onboarding

The Set 2 Close team helped us onboard and optimize our first CRM, HubSpot. I would strongly suggest engaging with this team if you are looking to ensure a successful HubSpot setup.