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MARKETING OPS AS A SERVICE
Types of Services

What is Marketing Operations?

Marketing Operations (MOps) at Set2Close is all about orchestrating a seamless, efficient, and data-driven marketing ecosystem that powers your business to achieve unparalleled growth. By refining workflows, optimizing processes, and leveraging advanced technologies, we empower marketing teams to operate at peak performance.

At its core, MOps ensures that every marketing activity aligns seamlessly with overarching business goals and is executed with precision to accelerate revenue growth. Through intelligent automation, streamlined workflows, and actionable insights from data analytics, Set2Close transforms marketing into a high-performing engine that not only drives engagement but also delivers measurable ROI.

Our MOps philosophy is straightforward: elevate your team’s efficiency, create clarity through real-time analytics, and build scalable systems that unlock the true potential of your marketing efforts.

Areas of Expertise

At Set2Close, our Marketing Operations team is your partner in achieving marketing excellence that’s measurable and impactful. We focus on four key pillars of marketing operations, all proven to deliver maximum business results. But we don’t stop there—our expertise extends to everything from seamless HubSpot Marketing Hub implementations to crafting custom website designs that elevate your brand’s digital presence.

We don’t just offer services; we embed ourselves into your marketing ecosystem, aligning strategy with execution to ensure every initiative drives results. With Set2Close, you’re not just optimizing your marketing—you’re transforming it.

 

01. Customer Journey

Bring your marketing and sales teams into alignment by understanding how your customers progress through the buying process and remove friction by building funnel architecture to automate their journey.

Define your lifecycle stages

Automate movement through the funnel

Map lifecycle stages to marketing activities

Score your leads to surface those most likely to close

02. Campaign Management

 

Enhance your customer experience by tailoring marketing campaigns to speak directly to the unique needs of every individual contact. By implementing smarter, more personalized strategies, you not only save time and resources but also build trust and foster lasting relationships with your audience. Additionally, these tailored campaigns provide invaluable data insights, empowering your business to optimize performance and grow efficiently. 

 

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Campaigns

Send us the content, we configure, launch, and measure the campaign

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Automation

Automate your email communications with workflows

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Audience Segmentation

Segment your audience using active list logic

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Customization

Create programmable emails customized to the recipient

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Performance

See how your campaigns are performing with custom reports

03. Attribution & Reporting

 

Every marketing dollar should drive measurable growth. At Set2Close, we help you uncover the direct link between your marketing activities and your bottom line. Through strategic insights and advanced analytics, we identify the channels that yield results and those that drain resources.

We don’t just provide recommendations—we empower your team with clarity and confidence to double down on high-performing initiatives while optimizing or reallocating underperforming budgets. It’s about precision, efficiency, and ensuring every step of your marketing journey accelerates business growth.

 

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Measure channel performance

Measure channel performance

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Trust your data

Audit and cleanup your data so that you can believe your reports

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Create a data model

to ensure consistency and manage data quality

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Build dashboards

Get an at-a-glace view of your most important reports

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Drilldown sources

Dig into second and third-level lead and deal sources

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Attribute across touchpoints

Select the best attribution model for your business

04. System Integration

 

Supercharge your operations by integrating HubSpot with your CRM, ERP, or other vital systems. Imagine tearing down data silos and paving the way for unparalleled synergy between teams. By linking tools like webinar software, data enrichment platforms, or direct mail systems, you’ll unleash the power of precise segmentation and foster seamless cross-functional collaboration. With an optimized tech stack, your organization isn’t just operating—it’s thriving, with data-driven strategies leading the way.

 

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Set Up

Set up a two-way sync between your systems

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Troubleshooting

Troubleshoot existing sync errors and missing data

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Maintenance

Maintain data parity and avoid duplicates

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Reporting

Build reporting in your "source of truth" system

New to HubSpot?

How your marketing automation platform is implemented is directly correlated to how effective it will be in helping you achieve your goals. Set2Close is one of the most experienced implementation partners in the HubSpot ecosystem. 

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Read Success Stories

Bchex Case Study

bchex were in need of a formalized sales structure, CRM migration and optimization, and a large RevOps project that powered a successful rebrand.

Novamen Increases Lead Generation by 60% | Case Study

Novamen was struggling to modernize its sales processes. Their team did not use a CRM consistently and lacked the resources to implement it internally.

Dingus & Zazzy | 50% Increase in Lead to Conversion Ratio

Dingus and Zazzy were in need of a formalized sales structure including processes and SLAs to increase team effectiveness and efficiency.

Hear what our client says

kien
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
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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

lori
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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

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

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Book a Discovery Call

Discover how we can deliver supercharged results for your company.

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Sales Audit

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

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Proposal

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

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