Set 2 Close

Great experience working with Jeremy at Set2Close

My experience has been great! With Jeremy and Set2Close’s help, it was easy to get started with, and I was up and running in no time. Having access to 1-on-1 support made a huge difference. It’s been so helpful to have that personal guidance whenever I need it.

Great working with Jeremy at Set 2 Close

The initial training and setup were amazing, all my questions were answered. Now, we’re easily managing leads and deals through the pipeline and using the HubSpot app to update tasks and notes while on the road. The summary reports and usage stats are a huge plus. The foundation is set; now it’s just on us to keep the momentum going!

Needed lots of help

I was skeptical first of moving from Salesforce to HubSpot. I knew we needed to punch above our weight class but there are a lot of moving pieces and lots at stake. I contracted Set 2 Close to help us with that transition and the team has been putting in both hands and feet to the project. They jumped in right away and have been putting us on the right track. I am 100% confident that Blair and Justin are going to lead us to the promised land and I’m so excited about what HubSpot can do for us! I would definitely recommend Set 2 Close to others.

Deep Thinking and Doing it Right

I have been working with Blair and Justin. I am very impressed with the level of rigor and deep thought into the process. We are very close to a change to our CRM that will greatly streamline our existing processes and save time, labor, and ultimately provide the visibility we need.

Would recommend

Working with Matt McComb at Set 2 Close was a joy. We've got a long way to go, but the scope of works were carried out and Matt did go above and beyond.

Working with Set2Close and Jeremy

Everything went smoothly from start to finish. What I appreciated most was that when I had questions, I received specific, actionable answers rather than just general knowledge. The support was tailored exactly to my business needs. I highly recommend their services for any business looking to scale with HubSpot through truly personalized expertise.

Set to close onboarding. Great working with Jeremy

Jeremy and the team at Set2Close were more than helpful during our HubSpot onboarding. It was incredibly knowledgeable, guiding us through everything from connecting Outlook to navigating the platform's many moving parts. I especially liked how they broke down complex processes into simple, digestible steps for our non-tech users. They even showed us how to get quick answers using the HubSpot chat widget. Working with Set2Close was essential to simplifying our workflow and ensuring we never felt overwhelmed. They truly helped us every step of the way!

Great Team to Work With

Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.

Thank you Miles, and Jeff for an excellent service

Working with Set 2 Close was a pleasure. We had a few bumps in the road with communication as one would expect from a new relationship but Jeff and Miles went above and beyond and handled everything flawlessly

Great experience with Set2Close

Met for weekly check-ins with Will. He helped us understand and set up our system targeted to our needs. Would recommend Set2Close for anybody looking to get started in HubSpot.