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Buyer Centric Strategies

To attract prospects in a way that propels them through the pipeline.

Inbound and Outbound Strategies

Inbound and outbound tactics working together in synergy to create a flywheel effect.

Sales and Marketing Alignment

Consistent insights, communication and pass offs between sales and marketing for faster improvement.

Targeted And Intentional Outreach

Spend money and time only on prospects that fit your ideal client profiles for increased profits.

Our RevOps process addresses the core challenges many companies face when scaling growth and revenue.

  • Lack of visibility into sales performance
  • Low or poor lead conversion rates
  • Lack of resources or knowledge of implementing new sales systems
  • Outdated CRM and automation technology or lack thereof
  • Desire to add effective AI solutions to your tech stack with efficiency
  • A cohesive sales playbook that outlines required steps for achieving revenue targets

At Set 2 Close, we believe in a scientific approach to revenue operations and B2B sales that goes beyond fads or trends. We research, adapt and evolve, combining traditional sales methods with modern AI equipped approaches to deliver the highest levels of sales success.

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Fractional RevOps

RevOps delivers results for our customers by prioritizing their unique needs. We tailor HubSpot to perfectly fit their specific workflows and business goals, ensuring every Hub, workflow, and object is optimized for maximum efficiency and effectiveness. Partner with our RevOps team to achieve a HubSpot platform that drives growth and efficiency while empowering your teams to fully leverage the tool's full capabilities.

RevOps missions that reverse engineer your goals for certain success.

  • Go-To-Market Strategy
  • ICP, Buyer Persona And Journey Development
  • Key Messaging and Communication
  • In-Depth Sales Playbook For Step-By-Step Training

Full Cycle Revenue Alignment

Our approach is designed to create a flywheel effect for long-term customer growth, rather than following a traditional funnel model.

 By optimizing the foundations of sales processes to support scalable, sustainable growth, other key areas of the business, including Marketing and Customer Success, become integral to driving revenue growth. 


This ensures a holistic and sustainable approach to business growth, fostering long-lasting relationships with our valued customers.

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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 Efficiency & Output

Clients have seen an increase as much as 14X revenue after implementing our sales strategies. We want to help you do the same as revenue = freedom.

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Improve Sales Team Adoption

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 Efficiency & Output

Clients have seen an increase as much as 14X revenue after implementing our sales strategies. We want to help you do the same as revenue = freedom.

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

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Step By Step Sales Strategy For B2B Businesses

We know you need results fast. Our clients are in a variety of industries including:

  • Manufacturing
  • Tech and SaaS
  • Distribution
  • Agencies
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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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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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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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Request a Sales Strategy Audit

Get a complementary B2B sales strategy audit to identify areas of opportunity for increased sales efficiency and revenue.

Frequent Questions

  • 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.