Set2Close

BACKGROUND

Please describe your company and position.

I am the CEO of Clyck

Describe what your company does in a single sentence.

Clyck is a growth marekting agency for healthcare, health-tech, and medical associations that ties its work to tangible client business outcomes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

• Learn about Hubspot

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Working with Jeremy was excellent. He is highly knowledgeable, patient, and understanding; and an overall great guy to work with. He helped us quickly identify key areas of focus and optimization in HubSpot to drive better results. Looking forward to continuing to dive into HubSpot!

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Working with Jeremy was excellent. He is highly knowledgeable, patient, and understanding; and an overall great guy to work with. He helped us quickly identify key areas of focus and optimization in HubSpot to drive better results. Looking forward to continuing to dive into HubSpot!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Working with Jeremy was excellent. He is highly knowledgeable, patient, and understanding; and an overall great guy to work with. He helped us quickly identify key areas of focus and optimization in HubSpot to drive better results. Looking forward to continuing to dive into HubSpot!

What was your primary form of communication with Set2Close?

Virtual Meeting

What did you find most impressive or unique about this company?

Working with Jeremy was excellent. He is highly knowledgeable, patient, and understanding; and an overall great guy to work with. He helped us quickly identify key areas of focus and optimization in HubSpot to drive better results. Looking forward to continuing to dive into HubSpot!

Are there any areas for improvement or something Set2Close could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am the Program Coordinator of an e-learnign company

Describe what your company does in a single sentence.

E-learning for nurses

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

• Hubspot Set Up & training

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Referred to me

How many teammates from Set2Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We knew HubSpot would help our business, but we didn't realize just how much we could discover until we started dove into real projects and use cases. We’re still learning and growing with everything, however the onboarding experience was amazing!. A huge shout-out to Miles on the Solution Architect on the Set 2 Close team, who expertly guided us through our data import, helped us clean up our data, and trained us for self-sufficiency. We are excited to keep building and growing in HubSpot!

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We knew HubSpot would help our business, but we didn't realize just how much we could discover until we started dove into real projects and use cases. We’re still learning and growing with everything, however the onboarding experience was amazing!. A huge shout-out to Miles on the Solution Architect on the Set 2 Close team, who expertly guided us through our data import, helped us clean up our data, and trained us for self-sufficiency. We are excited to keep building and growing in HubSpot!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We knew HubSpot would help our business, but we didn't realize just how much we could discover until we started dove into real projects and use cases. We’re still learning and growing with everything, however the onboarding experience was amazing!. A huge shout-out to Miles on the Solution Architect on the Set 2 Close team, who expertly guided us through our data import, helped us clean up our data, and trained us for self-sufficiency. We are excited to keep building and growing in HubSpot!

What was your primary form of communication with Set2Close?

Virtual Meeting

What did you find most impressive or unique about this company?

We knew HubSpot would help our business, but we didn't realize just how much we could discover until we started dove into real projects and use cases. We’re still learning and growing with everything, however the onboarding experience was amazing!. A huge shout-out to Miles on the Solution Architect on the Set 2 Close team, who expertly guided us through our data import, helped us clean up our data, and trained us for self-sufficiency. We are excited to keep building and growing in HubSpot!

Are there any areas for improvement or something Set2Close could have done differently?

NA

BACKGROUND

Please describe your company and position.

I am the VP the CS & Ops of StaffingOS®

Describe what your company does in a single sentence.

StaffingOS is a mobile-first, white-label staffing operating system that gives staffing agencies the tools to compete with gig platforms like Uber for labor, under their own brand. 
Built for agencies serving deskless, hourly, and contingent workforces, the platform includes a branded mobile experience for talent to apply, onboard, and accept shifts; a centralized dashboard for managing jobs and communication; and self-serve client access for requesting talent and tracking performance. On the back end, it centralizes timekeeping, document collection, and pay rules to streamline compliance, payroll, and billing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

• Implement HubSpot
• Role this our company wide
• Be incredible efficient in using Hubspot as a tool

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Set2Close were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Set2close handled a full HubSpot implementation for our organization, covering CRM setup and configuration, sales pipeline build-out, marketing automation, and reporting and dashboards. From the outset, they took the time to understand our workflows and translated them into a clean, functional HubSpot environment that our team could actually use from day one. 
Key deliverables included a fully configured CRM tailored to our processes, a structured sales pipeline with clear stage definitions, automated marketing workflows to support lead nurturing, and custom dashboards giving us real visibility into performance. What set them apart was the quality of their onboarding and training, they didn't just hand over a system and walk away. 
They made sure our team understood how to use it effectively, and their ongoing support has been equally responsive and reliable. Overall, Set2close exceeded our expectations at every stage of the engagement.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The most significant measurable outcome was a successful, full end-to-end rollout of HubSpot across our organization, on time, with complete team adoption, and no disruption to day-to-day operations. From there, we immediately saw improvements in pipeline visibility, a reduction in manual follow-up tasks through marketing automation, and for the first time, leadership had access to consistent, reliable reporting to drive decision-making.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Set2close's project management William was excellent from start to finish, deliverables were met on time and communication was consistently clear throughout the engagement. 
What stood out most was their depth of HubSpot knowledge; they came prepared, understood our needs quickly, and when an edge-case question arose that they didn't have an immediate answer to, they always followed up with a thorough, well-researched solution rather than leaving us hanging. That combination of expertise and accountability made the entire process smooth and gave us full confidence in the engagement.

What was your primary form of communication with Set2Close?

Virtual Meeting

What did you find most impressive or unique about this company?

What we found most impressive and unique about Set2Close was their Sidekick tool, it's a genuinely differentiated offering that sets them apart from other HubSpot partners. No other agency we've worked with has brought a proprietary tool like this to the table, and it added immediate value to our implementation. 

Are there any areas for improvement or something Set2Close could have done differently?

No, we where veryimrpessed. 

BACKGROUND

Please describe your company and position.

I am the CEO of Loop ERP

Describe what your company does in a single sentence.

Loop ERP is a purpose-built ERP platform designed specifically for organizations in the circular economy, including scrap yards, recycling processors, material recovery facilities, and other businesses that turn discarded materials into valuable products.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

• Implement Hubspot as a company wide CRM

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

• High ratings
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Set2Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Loop ERP implemented a full HubSpot ecosystem to support its sales and marketing operations. The platform was configured with a tailored CRM structure that includes custom lifecycle stages, industry-specific segmentation, and automated lead scoring. This ensures every inbound and outbound lead is captured, qualified, and routed correctly. Marketing automation was set up with persona-based nurture sequences, integrated website forms, and scoring workflows that automatically surface high-intent leads to the sales team. Smartlead and Webflow were connected directly into HubSpot so cold outreach, content downloads, and website activity are captured with clean attribution and proper tagging.

For sales and SDR functions, HubSpot was configured with a dedicated Loop ERP sales pipeline, SDR task queues, and automated sequences for cold outreach, inbound follow up, and re-engagement. The SDR team received training on daily workflows, qualification criteria, call scripts, and how to manage their entire day through HubSpot using queues, sequences, and structured tasks. Leadership dashboards provide complete funnel visibility from marketing engagement and SDR activity to pipeline health and forecasting. The result is a scalable and automated sales and marketing engine that supports Loop ERP’s growth from first contact through closed won.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Loop ERP saw immediate and quantifiable improvements after implementing HubSpot for sales, marketing, and SDR operations. Lead capture and routing became fully automated, resulting in a significant increase in response speed. The SDR team moved from manual spreadsheets to structured HubSpot task queues, reducing missed follow ups and improving SLA compliance. Marketing nurture campaigns and lead scoring increased the number of sales-ready leads while also improving the quality of conversations for SDRs and account executives.

Within the first 60 to 90 days, Loop ERP experienced higher conversion rates from initial interest to qualified conversations, improved attribution across all campaigns, and a noticeable increase in pipeline creation driven by both inbound and outbound efforts. Email engagement rates climbed due to persona-based sequences, and leadership gained real-time visibility into funnel performance through dashboards tracking SDR activity, lead engagement, and forecasted revenue. Overall, the HubSpot implementation created a measurable lift in lead volume, qualification efficiency, outreach consistency, and sales pipeline growth.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Set2Close.io’s project management throughout the implementation was highly organized, responsive, and consistent. Deliverables were completed on time and aligned with the agreed-upon timeline, with clear communication at every stage. The team maintained a structured approach that included regular check-ins, status updates, and documented action items, which kept the project moving smoothly and prevented bottlenecks.

They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment. Overall, the project management experience was reliable, proactive, and focused on enabling Loop ERP's sales and marketing success.

What was your primary form of communication with Set2Close?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.

Are there any areas for improvement or something Set2Close could have done differently?

Honestly, there were no areas for improvement. Set2Close.io delivered an exceptional experience from start to finish, exceeding expectations in every part of the project. Their communication, execution, expertise, and responsiveness were all flawless, and the implementation couldn’t have gone more smoothly. Everything was truly perfect.

BACKGROUND

Please describe your company and position.

I am the CEO of Precision Sales Recruiting

Describe what your company does in a single sentence.

We help business leaders hire salespeople. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• LinkedIn Optimization
• Outbound Prospecting
• Story Brand Training

SOLUTION

How did you find Set 2 Close?

LinkedIn

Why did you select Set 2 Close over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from Set 2 Close were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

The consultant engagement focused on enhancing the LinkedIn presence of Precision Sales Recruiting and establishing a structured outbound strategy to drive conversations with decision-makers in target industries. The work was designed to strengthen brand visibility, increase credibility, and create a repeatable system for outbound lead generation. Work Completed 1. LinkedIn Profile Optimization Conducted a comprehensive review of the founder’s LinkedIn profile.Optimized the headline, summary, and experience sections to highlight sales recruiting expertise, industry specialization, and differentiators such as the 12-month guarantee and exclusive sales-only focus.Enhanced visual branding through updated banner and profile images.Refined featured content to showcase credibility assets, including thought leadership posts, client testimonials, and Precision Sales Recruiting’s website resources.Implemented SEO-informed keyword integration to improve discoverability in LinkedIn search and align with industry-specific queries (e.g., sales recruiter, SaaS sales hiring, manufacturing sales recruiter). 2. Content Strategy & Posting Framework Developed a weekly content framework centered on expertise, case studies, industry insights, and recruiting tips.Created sample posts and content prompts to increase engagement and position the founder as a trusted voice in sales recruiting.Established guidelines for post formatting, use of hashtags, and calls to action to maximize reach and conversion.Advised on leveraging both personal and company pages for broader visibility. 3. Outbound Messaging Playbook Built a tiered outbound messaging sequence for targeted outreach campaigns, including connection requests, warm introductions, and follow-up messages.Crafted value-driven messaging templates tailored to decision-makers in SaaS, manufacturing, new home sales, and industrial sales.Advised on personalization techniques to improve acceptance and response rates.Recommended tools and methods for tracking outreach performance and refining scripts based on results. 4. Target Market & List Development Defined and refined ideal client profiles by industry, company size, and role title.Provided guidance on leveraging LinkedIn Sales Navigator for list-building and segmentation.Outlined processes for ongoing research and expansion of outreach lists. 5. Training & Handoff Conducted working sessions to walk through outbound workflows and ensure repeatability.Delivered documentation on message sequences, targeting criteria, and posting guidelines.Provided coaching on LinkedIn etiquette, engagement strategies, and best practices for managing inbound replies. Deliverables Optimized LinkedIn profile for founder.Content framework with sample posts and posting calendar.Outbound messaging playbook with multi-step sequences.Target market definitions and Sales Navigator filters.Process documentation for ongoing execution. Outcomes Improved LinkedIn profile visibility and alignment with “top sales recruiting companies” positioning.Established a repeatable outbound system to consistently generate leads from SaaS, manufacturing, and new home sales decision-makers.Created a foundation for ongoing thought leadership and brand credibility in the sales recruiting space.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improved LinkedIn profile visibility and alignment with “top sales recruiting companies” positioning.
Established a repeatable outbound system to consistently generate leads from SaaS, manufacturing, and new home sales decision-makers.
Created a foundation for ongoing thought leadership and brand credibility in the sales recruiting space.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Weekly cadence of coaching sessions. I had tasks to complete each week. They were highly responsive. 

What was your primary form of communication with Set 2 Close?

Virtual Meeting

What did you find most impressive or unique about this company?

I found their depth of knowledge to be unique. They were highly trained on multiple platforms and tech stacks so we could customize my outbound strategy within my budget. 

Are there any areas for improvement or something Set 2 Close could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the Director of Operations of HART Machine Tool

Describe what your company does in a single sentence.

Sell Metal Working Machines

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• Tracking of Sales
• Developing sales process
• Reporting overviews

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Set 2 Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Sales mapping implementation Hubspot training The primary focus of this phase is to understand the current sales process, map out the desired sales process, implement necessary changes to optimize sales operations within HubSpot, and provide training for the sales team. Conduct a comprehensive discovery of the existing sales process. Identify gaps and areas for improvement within the current sales workflow. Map out a streamlined and standardized sales process tailored to Hart Machine Tool's needs. Implement the agreed-upon sales process in HubSpot, ensuring ease of use for the sales team. Provide training to the sales team on utilizing the new sales process effectively. A comprehensive mapping of the new sales process delivered in an excel spreadsheet format. Updated HubSpot configurations reflecting the new sales process. Training materials and documentation for the sales team (Set2Start Sidekick).

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

A comprehensive mapping of the new sales process delivered in an excel spreadsheet format. Updated HubSpot configurations reflecting the new sales process. Training materials and documentation for the sales team (Set2Start Sidekick).

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Delivered the outcomes desired following weekly vitrual meetings to discuss and meet our company needs. 

What was your primary form of communication with Set 2 Close?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Set 2 Close was very intentive to our needs and wants and developed the tracking stratagies based on those needs. Very easy to work with and always kept our needs in mind while directing us in a more natural flow of tracking. 

Are there any areas for improvement or something Set 2 Close could have done differently?

Our company was very impressed with the Set 2 Close. They met every need we identified and were always professional. I did not encounter any area that I would suggest being done differently. Great group of people to work with. 

BACKGROUND

Please describe your company and position.

I am the Sales Manager of Prime Design and Build

Describe what your company does in a single sentence.

We are in the construction industry, we are a design and build frim specializing in home remodels, ADUs, Additions and new builds. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• Someone to help guide the set up of our CRM
• Help understand the tool and how it can be used to push sales and individual contribution.

SOLUTION

How did you find Set 2 Close?

They were offered from our hubspot consultant.

Why did you select Set 2 Close over others?

• Good value for cost
• Referred to me

How many teammates from Set 2 Close were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We were working on a CRM that 1 person was inputting all the information, one of the main reasons we wanted to switch is so that we as a company could have individual contribution from all salesman instead of word of mouth updates and no documentation. 
Other deliverables were establishing a process of sale, and having our salesman better understand and utalize a pipeline, forecasting and actuals. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Having a central location for all company contacts, leads, and their info. We now have a central place that every level of leadership and management can see salesmans progress and it has significantly lightened the load of working as a single contrabution CRM to now having individual contribution so that everyone understands where they are at in the sales process.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, specifiacally Will, He was fantastic, gave us the tools we needed and set us up for sucess, he always made himself avaiable if needed. 

What was your primary form of communication with Set 2 Close?

Virtual Meeting

What did you find most impressive or unique about this company?

I appericated that you offered a number of different packages, most the time companies don't have a wide range and it feels like they are just squeezing money out of you, I felt like it was nice to have the option with minimal help but someone there to guide you through the process. I felt like, for the service given, it was well worth the money spent.

Are there any areas for improvement or something Set 2 Close could have done differently?

I think if anything maybe establish a timeline or benchmark goals to meet that should be met per check in, I think you guys being the experts its always great to see a path paved that sets you up for sucess and I think they would be useful. 

BACKGROUND

Please describe your company and position.

I am the Client Executive of Holmes Murphy

Describe what your company does in a single sentence.

Insurance Consulting Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• Linkedin Outbound Strategy and Automation
• Linkedin Content Creation
• Linkedin Profile Branding

SOLUTION

How did you find Set 2 Close?

cold call

Why did you select Set 2 Close over others?

• Pricing fit our budget
• Good value for cost
• Strong references upon request

How many teammates from Set 2 Close were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Establish a Cohesive Personal and Professional Brand: Ensure all LinkedIn elements—from profile to content—reflect a consistent brand identity that integrates not only your personal storytelling but also supports a broader multi-channel outreach strategy.

Increase Visibility and Engagement: Utilize a tailored content strategy with a consistent cadence of engagement posts and newsletter launches. Optimize the approach to LinkedIn’s algorithms and incorporate cross-channel tactics (email and phone)

Streamline lead generation and prospecting. 

Launch high-value, multi-channel content.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Profile Optimization: Complete refresh and approval of all key profile components.

Content: A strategic posting strategy that includes guidelines for LinkedIn posts, engagement tactics, and a newsletter launch plan.

Prospecting Frameworks: Documentation of the lead-generation process, personalized outreach sequences, conversation funnel frameworks, and AB testing methodologies.

Sales Navigator Setup: Target personas defined, saved leads configured, and customized messaging strategies implemented
 
Integrated Training & Overlays: Access to the Sidekick training library

LinkedIn tool walkthroughs (Surf, Lagrowth Machine).

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Organized 12-week course with weekly coaching sessions of 60 minutes. Module-based learning with action items, understanding checkpoints, real-life applications, and weekly to-do/homework 

What was your primary form of communication with Set 2 Close?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Technology integrations to learning modules and high level of proficiency with Linkedin and associated overlay tools geared toward target market identification, messaging, automation and scale

Are there any areas for improvement or something Set 2 Close could have done differently?

They fulfilled my initial evaluation criteria and then some

BACKGROUND

Please describe your company and position.

I am the Producer of Treeline Bamboo

Describe what your company does in a single sentence.

We are a B2B creative production company and marketing agency specializing in helping other businesses tell their stories in a meaningful way.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• Website build on HubSpot
• HubSpot adoption and training

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Set 2 Close were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Objectives: Implement a gated HubSpot site with tiered-password login. Develop core pages: homepage/schedule, broadcast landing page template, downloads. Embed Resi live‑stream and replay via iframe Build a multi‑language framework with HubSpot’s language switcher. Establish feedback collection via HubSpot forms (embed, email send, or trigger‑based pop‑ups). Train Treeline Bamboo Partners on form management, email campaigns, and ongoing optimization.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We accomplished all objectives on schedule and in-budget. Client is happy with deliverables and it will be heavily utilized in the near future.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was great. Everyone was very communicative and easy to work with, and did fantastic work.

What was your primary form of communication with Set 2 Close?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They were a pleasure to work with and we look forward to continuing our partnership as we move forward with other projects.

Are there any areas for improvement or something Set 2 Close could have done differently?

None that I can think of.

BACKGROUND

Please describe your company and position.

I am the Business Development Manager of Excalibur Data Systems

Describe what your company does in a single sentence.

We are a boutique ITSM/ESM Consulting firm.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set 2 Close to accomplish?

• Learn how to use HubSpot
• Maximize use of HubSpot
• Ease of use for HubSpot

SOLUTION

How did you find Set 2 Close?

Referral

Why did you select Set 2 Close over others?

• Referred to me
• Company values aligned

How many teammates from Set 2 Close were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Set2Close provided comprehensive HubSpot training and consulting services to support my adoption and effective use of the platform. The training was delivered over several weeks in a structured, phased approach that allowed me to progressively build my skills and confidence.

Scope of Work Included:

Conducting an initial needs assessment to understand my current workflows and goals.
Designing a customized training plan based on my specific business processes.
Delivering hands-on HubSpot training sessions, including:

Contact management
Deal pipeline creation and management
Email marketing setup and automation
Task and activity tracking
Reporting and dashboard creation
Providing real-time coaching and support during and between sessions.
Offering best practices and strategic recommendations for optimizing HubSpot to fit my client engagement model.
Assisting with initial platform setup and fine-tuning configurations as needed.

Key Deliverables:

A fully configured HubSpot environment tailored to my workflow.
Custom dashboards and reports to monitor sales and marketing activities.
Automated workflows to streamline lead nurturing and task management.
Practical resources, guides, and reference materials for ongoing use.
Increased proficiency and confidence in independently using HubSpot to manage relationships and drive results.

Set2Close’s expertise, step-by-step guidance, and personalized approach were critical to ensuring I could immediately apply what I learned to my daily activities. Their support made a noticeable impact on my productivity and my ability to leverage HubSpot to its full potential.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The HubSpot training from Set2Close led to the following measurable outcomes:

Increased Efficiency: Automated key workflows, reducing manual tasks by 30%, allowing more time for strategic activities.

Improved Lead Conversion: Organized lead management resulting in an increase in lead conversion rates.

Enhanced Reporting: Custom dashboards improved visibility, cutting response time to opportunities by 15%.

Better Client Engagement: Automated email workflows led to a 25% boost in client engagement and improved response rates.

Time Savings: Streamlined processes saved approximately 10 hours per week, freeing up time for higher-priority tasks.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Set2Close demonstrated exceptional project management throughout the training process. They delivered all training materials and milestones on time, adhering to the agreed-upon schedule. The training sessions were well-organized, and each module was completed on time, allowing for continuous progress.  They were flexible when needed to be - but were firm on sticking to a scheduled plan.

Whenever I had specific needs or questions, Set2Close was highly responsive. They provided prompt support, either during training or in between sessions, ensuring I had the guidance needed to apply what I was learning. If any adjustments were required to tailor the training to my workflow, they made those changes seamlessly and quickly, without any delays. Their proactive communication and flexibility ensured a smooth learning experience and helped me stay on track with my goals.  Overall we were very happy with their training and support and we achieved what we set out to do!

What was your primary form of communication with Set 2 Close?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed me most about Set2Close was their personalized approach to training. Unlike many other training providers, they took the time to understand my specific business needs and tailored the HubSpot training accordingly. This made the experience feel relevant and directly applicable to my daily tasks.

Their responsiveness was also exceptional. Whether I had questions during training or needed support afterward, Set2Close was always quick to assist, offering clear and actionable solutions. The combination of expertise, customization, and ongoing support truly set them apart and made the learning process seamless and effective.

Are there any areas for improvement or something Set 2 Close could have done differently?

Honestly, my experience with Set2Close was excellent, and I don’t have any major areas for improvement. If I were to suggest one thing, it might be adding even more opportunities for hands-on practice in the training sessions, especially for advanced features. More interactive exercises could further reinforce the concepts and provide immediate, practical experience.

However, this is a small suggestion — overall, the training was thorough, well-paced, and extremely effective.