Set 2 Close

Tier Based Lead Scoring

I came to set2close with some clear goals and expectations of exactly what I wanted - what they built me was better. They built me a lead scoring system in HubSpot that Tiered my Target accounts so I could have my reps focus on the accounts actually showing us intent. What I had brought them, I could've built myself over the course of 6 months, it was about 80% of what I needed and I realize now that it wouldn't be sustainable for my long term goals. They made some additional tweaks to my plan and built scoring at a contact and company level. It only took them about 6o days to do it too. Additionally, they've been a great resource for me to follow up with on the project incase I needed to ask any questions or build on what they did. If you're looking for a team to build a Tier based ABM foundation, you should give them a shot!

Great working with Jeremy from Set 2 Close!

Working with Set2Close has been an incredible experience. Jeremy’s deep knowledge was instrumental in getting our team email successfully connected with our MSP, but their value went far beyond technical setup. As a partner, they helped us navigate what we "didn't know," providing specific solutions and configurations tailored exactly to our goals. The team was flexible, adaptable, and highly communicative throughout the entire process. In a world full of AI buzz, having a genuine human connection and personal touch made all the difference. We’d highly recommend Set2Close and would absolutely work with them again!

5 stars with Jeremy getting us setup

Working with Jeremy and Set2Close was a game-changer for our team as we navigated HubSpot for the first time. We truly appreciated his hands-on, 1-on-1 support and his ability to meet us exactly where we were in our journey. Jeremy was always proactive about our needs, never hesitating to bring in additional experts when specific topics required extra depth. It never felt like an upsell; every recommendation was genuinely aligned with helping us drive value and gain the independence to stand on our own feet. Plus, having access to the Sidekick tool provided an incredible boost to our workflow. Highly recommended for any team looking to master HubSpot!

Exceeded all expectations

Working with Set2Close was amazing! The training was incredibly in-depth and thorough, far exceeding my expectations in terms of content, information, and the support provided. I especially valued having access to the live-call recordings and summaries, which have been an essential resource for referring back to the material and transferring that knowledge to the rest of my team. The information flowed logically, and the structured approach kept me perfectly on track!

A True Strategic Partner for Complex HubSpot Implementations

Working with Set2Close on our implementation was an outstanding experience. Matt, Frank, and the entire team went above and beyond to understand the complexity of our business and build solutions that truly fit our model. What stood out most was their willingness to slow down and help us clean and consolidate our data—something no previous vendor had taken the time to do at this level. That foundational work made a huge difference in setting us up for long-term success and created cleaner, more trustworthy data that has also helped other departments across our company operate more effectively. Once the data was cleaned, the Set2Close team continued to strengthen our data integrity, ensuring what we built in HubSpot was reliable, scalable, and aligned to how our business actually operates. Frank and the team also helped establish custom charts, reporting, and insights that matched our business model, giving us visibility we hadn’t had before. No challenge ever felt too “out of the box” for them. They consistently brought creative solutions and found ways to make complex needs work seamlessly within HubSpot. If you’re looking for a team that combines strategic thinking, technical expertise, and true partnership, I highly recommend Set2Close.

Amazing working with Jeremy and Set2Close

Jeremy and the team at Set2Close have been fantastic. After our HubSpot consultant left, we needed expert support to help our team truly leverage the platform. They’ve been incredibly responsive and took the time to deeply understand our business, ensuring HubSpot was customized and configured exactly how we need it to work.

Set2Close was great!

The program was incredibly valuable. While HubSpot is intuitive in theory, customizing it to fit my specific business needs requires time and expert guidance, which is exactly where Set2Close came in. Jeremy provided consistent real-world examples that made the process relatable and helped me clearly see the platform's full potential.

Exceptional HubSpot Onboarding Thanks to Great Support

Set2Close is a great HubSpot onboarding experience for those of us who have used CRMs in the past but can feel overwhelmed and unsure when it comes to all that HubSpot has to offer. With the easy-to-use Plugin as a reference guide and weekly meeting, I was able to get my bearings within the platform and eventually gain the confidence to help my team as we integrated into using HubSpot. William Waithe was my point person and always answered each of my questions with care and clear instructions, and if he didn't know he would get back to me as soon as possible with the answer from his team. 10/10 would recommend.

Great HubSpot onboarding experience.

We had a great onboarding experience with HubSpot. I can already see that the Sales Hub will be a game-changer for our sales team, and William helped get us set up for success. We really appreciate all the workarounds and suggestions William provided to help us get the most out of the product. He was patient with our questions and offered thoughtful advice and options tailored to our needs. His support made the onboarding process smooth and valuable for our team.

Amazing Experience Working With Jeremy and Team with Set2Close

Set2close has been a vital resource for us in a hyper-growth environment. They’ve made aligning our HubSpot systems and training our teams seamless through structured sessions, clear outlines, and helpful summaries. Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas. We’re thrilled to continue this long-term partnership and highly recommend them to any fast-scaling company.