Define your lifecycle stages
While you focus on crafting compelling campaigns that resonate, we streamline the underlying processes, systems, automation, and reporting. At Set2Close, we redefine your customer journey with precision, automating repetitive tasks to free up resources, tracking revenue-driving activities with real-time insights, and ensuring seamless data synchronization across platforms. This not only improves operational efficiency but provides actionable insights to optimize decision-making. Partner with us to achieve a cohesive, data-driven approach that elevates your marketing performance and drives meaningful results.
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.
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.
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.
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.
Send us the content, we configure, launch, and measure the campaign
Automate your email communications with workflows
Segment your audience using active list logic
Create programmable emails customized to the recipient
See how your campaigns are performing with custom reports
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.
Measure channel performance
Audit and cleanup your data so that you can believe your reports
to ensure consistency and manage data quality
Get an at-a-glace view of your most important reports
Dig into second and third-level lead and deal sources
Select the best attribution model for your business
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.
Set up a two-way sync between your systems
Troubleshoot existing sync errors and missing data
Maintain data parity and avoid duplicates
Build reporting in your "source of truth" system
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.
bchex were in need of a formalized sales structure, CRM migration and optimization, and a large RevOps project that powered a successful rebrand.
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 and Zazzy were in need of a formalized sales structure including processes and SLAs to increase team effectiveness and efficiency.
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!
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.
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!
Biocybernaut Institute
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Get a free look under the hood of your organization from world class experts with zero obligation.
Our team will craft a step by step outline that will propel you towards your business goals.
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