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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
CASE STUDY | NOVAMEN

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

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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.

Learn More
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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.

Learn More
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Inbound Marketing

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

Learn More
Get The Guide Now!

Step By Step Sales Strategy For B2B Businesses

clutch-1

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

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.

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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

RevOps Explained: Why Revenue Operations is Vital for B2B Growth

Discover the power of Revenue Operations (RevOps) and why it's essential for B2B growth. RevOps drives alignment, efficiency, and growth across sales, marketing, and customer success teams.

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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