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Preferred By B2B Companies Globally

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Quotes

We have been working with Set2Close for the last 2 years and the impact has been immense! We've grown our ARR 40% to $6 Million in our first 8 months working with them!

Kien Tran

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Working with Set 2 Close was a fantastic experience. They were able to help us seamlessly transition from Salesforce to Hubspot. We needed all of our CRM contacts moved over and they also helped us with setting up lists and dependencies. Such a great group to work with and I highly recommend their team. Great customer service.

Bob Ale-Ebrahim

theos koffass
Quotes

Jordon & set2close have helped me with sales process, team development and growing my business for many years. They have helped increase my opportunities to bid on and win new jobs and build a team to perform at the highest levels. They are highly responsive and go the extra mile to make sure they deliver on their promises.

Theo Koffas

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Quotes

I have been working with Jordon for the past year. Jordon goes above and beyond always! He is continually looking for ways to help me be successful and provides me with strategies, resources and support. His knowledge, experience and success in marketing makes him a great coach and mentor!

Lori Field

Brian Alcorn

Biocybernaut Institute

Revenue Systems

We unify your customer relationship management tools to provide a real-time flow of data across your sales and marketing teams, ensuring everyone is on the same page and can work more efficiently. State-of-the-art sales automations and lead generation management. Sales, marketing and technology working seamlessly to scale.

RevOps

Process Documentation
Sales Projection & Analytics
Lead Scoring Mechanism
Sales Pipeline
Modeling
Funnel Reporting Management
HubSpot
Onboarding
Sales Marketing
Alignment

RevTech

Quoting Process
Design
Supporting Ticketing
System
Tech Process Design
TechStack for
Sales Success
Sales &
Marketing
Automation
Lead intake
and Routing
Revenue Attribution
Model
Product & 3rd Party
integration
CRM Architecture &
Governance
Process Documentation
Sales Projection & Analytics
Lead Scoring Mechanism
Sales Pipeline
Modeling
Funnel Reporting Management
HubSpot
Onboarding
Sales Marketing
Alignment
Quoting Process
Design
Supporting Ticketing
System
Tech Process Design
TechStack for
Sales Success
Sales &
Marketing
Automation
Lead intake
and Routing
Revenue Attribution
Model
Product & 3rd Party
integration
CRM Architecture &
Governance

How We Help You Scale!

Our systems are crafted to help you scale your business effortlessly. We totally get how crucial it is for revenue systems, sales tech, and modern growth marketing to work together seamlessly. That's why we ensure everything works in harmony, without any silos.

Let us help you unlock your business's full potential with our all-in-one approach to growth and efficiency.

CRM Solution

  • HubSpot migrations, implementations, and optimizations

Fractional RevOps

  • End-to-end revenue system design and implementation

RevTech

  • Efficiency through Integrating sale systems, technology,and AI

Development

  • From automated email campaigns to custom AI sales agents and everything in between

Training

  • User training throughout projects and on-demand education in our RevOps Academy

CRM Solution

  • HubSpot migrations, implementations, and optimizations

Fractional RevOps

  • End-to-end revenue system design and implementation

RevTech

  • Efficiency through Integrating sale systems, technology,and AI

Development

  • From automated email campaigns to custom AI sales agents and everything in between

Training

  • User training throughout projects and on-demand education in our RevOps Academy

See what our client says

Very helpful and always on time

"It is refreshing to find a partner who is always on time, very helpful, and always has a tip to help with productivity and effectiveness."

Regienczuk, B. | HubSpot Onboarding

Easy Transition into HubSpot

"The team from Set2Close did an outstanding job with our organizations onboarding into HubSpot. There was an organized plan with weekly meetings and onboarding videos that answered all of our questions prior to each meetings. You can tell that a lot of great effort went into this support and we are still able to access this material after the onboarding was completed. Thank you Set2Close."

Durham, J. | HubSpot Onboarding

Clear, thorough, and responsive support.

"Orrin and his team went above and beyond to effectively transition our team into the HubSpot environment, while also providing expert guidance on how to more effectively market to our leads. We 100% recommend!"

Belasco, A. | CRM Implementation, Sales Coaching and Training, and HubSpot Onboarding

Wonderful Service

"Set2Close was fantastic in our onboarding experience. They made using and understanding HubSpot a breeze!"

Rhodes, B. | HubSpot Onboarding

Great Communication - Great Service Level

"This team asks the right questions to get to know your business, strategy and expectations. They tailor the on-boarding experience for your needs and offer great solutions to any barriers you have within your sales organization. Thanks Set2Close!"

Cabinetry - Ecomm, D. | CRM Implementation

Great Onboarding Experience

"I recently had the pleasure of working with Set 2 Close as my onboarding solutions partner for HubSpot, and I couldn't be happier with the experience! From start to finish, their team was incredibly helpful in setting up my account and importing data from all my sources seamlessly. A special shoutout to Kyle, who was absolutely fantastic throughout the process. His deep knowledge of the HubSpot platform made a significant difference in tailoring a customized CRM specifically for my business needs. He took the time to understand my requirements and provided valuable insights that made the setup much more efficient and effective."

Lopez, J. | HubSpot Onboarding

Responsive and Professional

"Our team needed to move quickly with our HubSpot onboarding/implementation in order to meet some internal timelines and Set 2 Close was very quick in responding, working with our schedules, and assisting in getting our pilot team started in our HubSpot instance. They also offered additional services moving forward if our team encounters further needs as we grow into the HubSpot platform."

Pearson, D. | HubSpot Onboarding

Great Training

"The training material was very easy to follow, to the point, and provided the information needed to excel in HubSpot in a short amount of time. I would highly recommend to anyone new to HubSpot or looking to enhance their work product!"

Cramer, D. | Email Marketing, Sales Enablement, and Search Engine Optimization

More than expected

"Set 2 Close exceeded our expectations! They not only took the time to deeply understand our business but also crafted smart go-to-market tactics. Their approach was friendly, collaborative, and incredibly supportive, making the entire process a pleasure. It felt like a walk in the park, and we couldn't be happier with the results!"

from NitroPack, G. | CRM Implementation, Sales and Marketing Alignment, and Sales Coaching and Training

Couldn't have asked for a better partner

"We have been working with Set2Close for the last 2 years and they have been a key factor in our growth. They hired, trained and developed our sales team over the years. Not to mention, their savyness in HubSpot management."

Tran, K. | Conversational Marketing, Sales Coaching and Training, and Sales Enablement

Exceptional firm

"The team at Set 2 Close are exceptionally knowledgeable and professional within the full sales cycle, we have enjoyed working with the team and experienced some remarkable results partnering with them on previous initiatives. Thank you Set 2 Close!"

Kotyak, V. | Sales Coaching and Training and Sales Enablement

Exceptional services

"We recently collaborated with Set 2 Close for our marketing needs, including HubSpot implementation, email marketing, and sales training. Their team was incredibly knowledgeable and professional, guiding us through each step of the process with clear communication and expert advice. The HubSpot integration was seamless, and their email marketing strategies significantly boosted our engagement rates. Will continue to work with them"

Grigorescu, V. | CRM Implementation, Email Marketing, Sales Coaching and Training, and Account based marketing

Deep knowledge, great strategy, fast implementation

"The Set 2 Close crew is the most knowledgeable sales, marketing and business development team I’ve had the pleasure to work with. They are great at identifying blindspots and unexpected areas of opportunity. They are also at the center of a great network and able to put the right people in the right places to make the most of any investment. Highly recommended!"

Pretty, N. | Sales and Marketing Alignment and Sales Coaching and Training

A Must to Grow Your Business

"I highly recommend Set to Close for any B2B business seeking to elevate its sales performance. Set to Close offers a comprehensive solution that combines expert sales strategy, advanced CRM implementation, and team coaching to deliver outstanding results. Their team of experienced professionals brings diverse skills to the table, ensuring that every aspect of your sales process is optimized for success. Whether you're looking to streamline processes, leverage automation, or refine your team's approach, Set to Close has the expertise and resources to help you achieve industry-leading results. With their clear direction and horsepower, Set to Close is the partner you need to take your business to the next level."

Gollub, D. | CRM Implementation, Custom API Integrations, Email Marketing, Sales Enablement, and Account based marketing

Definitely the right choice.

"Jordan and the team are very generous a d helpful. Anyone will benefit from working with these guys."

Boyes, D. | CRM Implementation

Very smart people

"The S2C team is phenomenal. They really ask the right questions to make you think about your business and I'm so glad I met them. Before them I was really struggling with figuring out how to make my problem resonate with my audience and they gave some really great advice that I use for myself and my clients. They are my go-to for all things sales now."

McComb, M. | Sales Coaching and Training

Set2Close

"I have been working with Jordan and the team at Set2Close, and they have helped me grow immensely this past year. Their expertise in HubSpot has enabled us to fully leverage its features for our sales teams. Moreover, they have been incredibly proactive in assisting us with recruiting essential sales talent and delivering valuable coaching and training."

Bakhtari, F. | CRM Implementation, Customer Survey and Analysis, Sales Coaching and Training, and Sales Enablement

Set2Close recommendation

"I have worked with Set2Close in my last two roles, and they have been an integral part of our growth. Their knowledge of HubSpot has allowed us to optimize its capabilities for our sales teams. Additionally, they have been extremely hands-on in helping us recruit key sales talent and providing sales coaching and training."

Luu, B. | CRM Implementation, CRM Migration, and Sales Coaching and Training

Great Communication, Great Onboarding Experience

"Orrin was extremely detailed in answering all of our questions, and did an amazing job guiding us through the ins and outs of HubSpot. He was incredibly knowledgeable and professional, and gave expert advice."

Lee, J. | HubSpot Onboarding

Efficient and Professional: A Great Experience

"I recently had the pleasure of working with Set 2 Close and their representative, Orrin. From start to finish, the experience was exceptional. Orrin was incredibly knowledgeable and attentive, guiding me through every step of the process. He took the time to ensured that I felt comfortable in how HubSpot could help in what we are trying to accomplish. However, wish we did have more time in our sessions."

Wabomnor, D. | HubSpot Onboarding

Outstanding Onboarding Experience with Set2Close and Orrin

"We’re a small startup without extensive resources or experience in setting up sales systems, and Set2Close has been a game-changer for us. Orrin, our representative, has been exceptional in guiding us through every step so far with expertise and patience. His knowledge of HubSpot and buyer-centric sales strategies is impressive, and he made sure we felt confident and equipped at each stage of the onboarding process. The insights and hands-on support we've received have been invaluable, helping us set up CRM to our needs. We couldn't be happier with the experience!"

Goosen, A. | HubSpot Onboarding

Set 2 Close helped me get started on the right track

"I am very happy that HubSpot has you work with a Set 2 Close team member to get you started off right. It was great working with Orrin Lieuwen who was very knowledgeable on the software but also provided great input in regard to the best practices in a Sales process. Especially being a company that is not filled with people who are Sales professionals, it was great to receive input and feedback for best practices. Thank you Orrin and Set 2 Close!"

Townsend, J. | HubSpot Onboarding

Exceptional HubSpot Onboarding Experience with Expert Guidance!

"Kyle guided me through the onboarding process, making what could have been an overwhelming experience feel straightforward and manageable. He walked me through the key HubSpot features that are perfect for my business, ensuring I knew how to use them effectively. Kyle was incredibly patient and knowledgeable, and he even customized his explanations to suit my specific needs. Thanks to him, I feel fully equipped to dive into HubSpot with confidence. Matt took the time to give me strategic marketing and sales advice tailored to my business. He provided fresh insights on customer approach strategies that I hadn’t considered before. His advice on leveraging HubSpot’s tools to attract and engage customers has already made a difference in how I’m planning my outreach. Overall, this company went above and beyond my expectations. The entire team was professional, responsive, and truly invested in helping me make the most out of HubSpot. I’d highly recommend Set 2 Close to anyone looking for top-notch onboarding and marketing guidance!"

Larken, R. | Sales and Marketing Alignment and HubSpot Onboarding

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CASE STUDY | NOVAMEN

Modernization of Sales Program Leads to 40% Increase in Revenue in 10 Months

case-study-novamen

Our Services

Systematically combine traditional selling techniques with new strategies. We are not just consultants, but a team built of do-or-die revenue operations & sales experts. Unlike consultants we strategize, implement and coach your team. Allowing you to focus on what you do best.

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Fractional Revenue Operations

Our Fractional Revenue Operations (RevOps) services provide expert, on-demand support to optimize your sales, marketing, and revenue processes, driving sustainable growth and efficiency without the need for full-time hires.

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Sales Program Strategy And Development

Proven, well rounded strategies that utilize traditional sales methods fused together with modern technology to supercharge revenue and increase sales team efficiency.

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CRM Development Build Outs

Double sales team productivity, lead conversion and increase team morale by implementing a CRM built for scalable sales process management.

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Account Based Marketing

Meticulously crafted campaigns that target your highest desired accounts to maximize cost effectiveness and lead quality.

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HubSpot Services

HubSpot implementation and migration services provide integration and optimization to maximize HubSpot's full potential.

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Inbound Marketing

Fill your sales pipeline with the highest quality leads through inbound marketing campaigns and demand generation.

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Get The Guide Now!

Step By Step Sales Strategy For B2B Businesses

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A top-ranked sales company in Canada

Brian Shumate

"Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible."

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A top-ranked sales company in Canada

Joel Edwards

"They weren't trying to force us down a pathway that worked best for them."

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A top-ranked sales company in Canada

Andrew Crawford

"Set 2 Close empowers, enables, and breeds successful outcomes."

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accreditation

A top-ranked sales company in Canada

Alexander Ivanov

"It's not a surprise recruiting sales talent, managing, and setting them up for success. They did it effortlessly for us."

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crm-imple

A top-ranked sales company in Canada

Anonymous

"It felt like working with good friends while also working towards goals effectively."

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A top-ranked sales company in Canada

Darren Lamothe

"They were honest, professional, and full of energy and integrity."

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A top-ranked sales company in Canada

Jonathan Sturgeon

"Their personalities were aligned with ours. They were motivated people who would stop at nothing to achieve the goal."

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Latest Blog Posts

HubSpot's Lifecycle Automation in B2B Marketing: A Comprehensive Guide

Discover how lifecycle automation enhances B2B marketing by streamlining the customer journey. Explore the four pillars—Acquire, Engage, Convert, Retain.

Read More

How to Optimize Revenue in HubSpot

RevOps in HubSpot requires a strategic approach that includes aligning marketing and sales efforts, focusing on critical metrics, leveraging automation tools, and applying best practices in lead management.

Read More

RevOps Transformation: Before and After the Evolution

(RevOps) transforms business growth and customer experience. Explore strategies, challenges, and benefits of this integrated approach to optimizing revenue

Read More

We solve problems

problem 1

Low Conversion Rates

Optimize process inefficiencies, targeting/prospecting and messaging to maximize your conversions.

problem 2 1

Outdated Systems

Implement top technology stacks that fit your budget, are easy to use, and create tactile results.

problemmm 3 1

Under Utilized Processes

Implement and train your team on the top sales processes that your leading competitors are using.

problem 4 1

Team Is In Flux

Create a sales structure, coaching and recruitment that your company needs to build rock solid culture.

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Foster Innovation

We foster an environment of innovation and equip our team with the best tools to get the job done. Bonus, we pass this learning and innovation on to you.

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Modernize Sales Technology

Streamline sales processes with one powerful platform; increase efficiency and give your team more time to sell while reducing headcount turnover.

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Supercharge Performance

Clients have seen an increase as much as 40X revenue after implementing our sales processes. We want to help you do the same as revenue = freedom.

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Speed, Efficiency and Accuracy

Our average sales program takes 3 months to implement. As Entrepreneurs ourselves, we understand time = money. We move fast, efficiently and accurately.

Get started on the path to unchartered revenue in three easy steps

01
shape

Book a Discovery Call

Discover how we can deliver supercharged results for your company.

02
shape

Sales Audit

Get a free look under the hood of your organization from world class experts with zero obligation.

03
shape

Proposal

Our team will craft a step by step outline that will propel you towards your business goals.

The Sales Formula Process

Step 1:

Strategy and process development

Step 2:

CRM build out and tech implementation

Step 3:

Demand generation and sales centric marketing

Step 4:

Team coaching and fractional management

Step 5:

Recruitment and team optimization

Frequent Questions

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  • How are you priced?

    We have custom payment plans available to suit your needs. We can work in hourly sprints, or by project. It's our priority to make our expenses as feasible as possible for your organization. Heck, we even have free services (Set 2 Start).

  • How long is the standard project?

    Typically our projects range from 3-6 months. Project times can go longer if required by your team. Some team's need longer timelines to adapt to the changes, produce deliverables and more.

  • What is Fractional RevOps?

    We align sales, marketing, and customer success teams, improving efficiency and driving revenue growth without the cost of a full-time employee, making it ideal for scaling businesses, and project-based needs.

  • What is Account-Based Marketing?

    ABM is a strategic approach to B2B marketing where a company targets high-value accounts with personalized campaigns. Instead of casting a wide net, ABM focuses on specific accounts, creating tailored content and messaging to engage key decision-makers and drive higher conversion rates.

  • Do you develop AI sales tools?

    Yes! We develop customer AI sales agents and also have some pre-built agents for prospect research, job application scoring, and more!

  • Can you optimize or migrate my CRM?

    Yes, all of the above! As a HubSpot Platinum Partner, we do Salesforce to HubSpot migrations, implementation, as well as optimization services. We focus on enhancing your CRM's functionality, improving automation, and ensuring alignment with business goals. These services help businesses fully leverage HubSpot's capabilities for marketing, sales, and customer service.

  • Who do you typically work with?

    We work with primarily B2B companies. The industries within the B2B sect does vary, we've worked with everyone from distribution and manufacturing to SAAS to professional services and everything in between.

  • What kind of results can I expect?

    Our programs end goal is always to increase revenue for your company. Everything we do focuses on three key factors within your companies sales program:

    1. Sales efficiency to increase booking to close
    2. Team collaboration & individual skill development for increased performance/output.
    3. Advanced sales processes that prioritize the buyer for more effective closing rates.

Get free weekly sales advice

Our average sales program takes 3 months to implement. As Entrepreneurs ourselves, we understand time = money. We move fast, efficiently and accurately.

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