For B2B Founders & VP Sales with 10–150 employees

Uncover Lost Revenue,
Close 15-20% More Deals.
Without Hiring Another Rep

Stop watching revenue leak through broken pipelines, inconsistent data, and workflows that fire twice. Let us find the leaks, FREE.

550+ Clients Served
95% Retention Rate
$10M+ MRR Managed
$44M Revenue Recovered (1 client)
HubSpot Elite Solutions Partner
Certified B Corporation
228+ Core Pipeline Wins Analyzed
Results in Weeks, Not Months
If HubSpot isn't working,
it's not a tool problem.

It's an architecture problem. And every month you don't fix it, you're hemorrhaging revenue you don't even know you're losing.

📊

Your pipeline is a complete guess

Every forecast is built on hope, not data. You can't answer "are we hitting the quarter?" with any confidence.

🔒

Reps won't update the CRM

You chase your own team for deal status. The CRM is a graveyard of stale contacts that doesn't reflect reality.

🕳️

Deals die in silence

No structured follow-up means warm prospects go cold. You find out when they sign with a competitor.

💸

Paying for HubSpot, getting 20%

You're using it like a digital Rolodex. The automation, sequences, and reporting you're paying for sit unused.

🔄

Ramp takes 3–4 months

New hires inherit chaos. There's no playbook, no documented process — just tribal knowledge and finger-crossing.

🏃

You're still the rainmaker

You built this company to scale. Instead you're still personally closing deals because no one else knows how the system works.

The Revenue Architecture Method
The 5-Step RevOps Blueprint

From broken HubSpot to a predictable revenue engine — a structured process that works in weeks, not months.

1
Audit & Diagnose
Surface the real revenue leaks — not the assumed ones
2
Architect the System
Design a CRM that mirrors how you actually sell
3
Build & Automate
Remove manual work — routing, follow-up, reporting
4
Enable the Team
Rep training, manager dashboards, real adoption
5
Measure & Scale
Executive reporting, forecasting, ongoing optimization
01
Audit & Diagnose
  • HubSpot health check
  • Pipeline leak analysis
  • Data quality audit
  • Tech stack review
02
Architect the System
  • Deal stage design
  • Lifecycle mapping
  • Sales process doc
  • Playbook structure
03
Build & Automate
  • Workflow automation
  • Sequence setup
  • Lead routing
  • AI & integrations
04
Enable the Team
  • Role-specific training
  • Rep scorecards
  • Manager dashboards
  • Adoption engineering
05
Measure & Scale
  • Exec dashboards
  • Revenue forecasting
  • Quarterly RevOps reviews
  • Ongoing optimization
$350M+ revenue generated across
550+ implementations
In 30 minutes, you'll know exactly where your revenue is leaking

Full HubSpot health diagnosis

We audit your CRM in real time — data quality, workflow gaps, unused features costing you revenue.

3+ specific revenue gaps identified

Every audit surfaces at least three actionable gaps. If it doesn't, you don't pay for anything.

Your 90-day RevOps priority map

Leave with a clear, sequenced roadmap of what to fix first and what the impact will be — whether you work with us or not.

Zero sales pressure

This is a working session, not a pitch. You get real findings and honest recommendations — full stop.

Sample Audit Output
Pipeline Visibility Score
22% ⚠️
CRM Adoption Rate
31% ⚠️
Automation Coverage
12% 🔴
Follow-up Sequence Active
None 🔴
$380K
Est. annual leak
6 wks
Fix timeline
From people who've been exactly
where you are now

"Set2Close transformed our sales operations. The predictive revenue model and HubSpot CRM gave us clear visibility and consistent growth. For the first time, I actually trust my pipeline number."

KM
Ken Monroe
CEO, bChex

"We had HubSpot for 18 months and were using maybe 15% of it. Set2Close audited everything, rebuilt our pipeline architecture, and within 6 weeks our reps were actually logging into the CRM voluntarily."

SR
Sarah R.
VP Sales, SaaS Company

"The audit alone was worth it. They found $380K in deals that had gone dark with no follow-up process. We fixed the system and recovered most of it within 90 days."

JT
James T.
Founder, Industrial Manufacturer

Book Your Free
Revenue Audit

30 minutes. Real findings. No pitch. Walk away knowing exactly where your HubSpot is bleeding revenue — and what to do about it.