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4.9/5 Based on 100+ Happy Companies  Stars

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Hubspot Certified Onboarding Programs

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Best value guide for your team!

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Ensuring your company will learn metrics to your revenue system

4.9/5 Based on 100+ Happy Companies  Stars

Satisfied Clients That Built Their Revenue Rocket

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Why Choose Set 2 Close for Your Business

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2.5 hrs of live support & training time over 4 weeks

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Complimentary RevOps development roadmap for continuing success

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No consulting development hours included

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250 Self Guided lessons complete with step by step maps to master HubSpot

See what our client says

Very helpful and always on time

"It is refreshing to find a partner who is always on time, very helpful, and always has a tip to help with productivity and effectiveness."

Regienczuk, B. | HubSpot Onboarding

Easy Transition into HubSpot

"The team from Set2Close did an outstanding job with our organizations onboarding into HubSpot. There was an organized plan with weekly meetings and onboarding videos that answered all of our questions prior to each meetings. You can tell that a lot of great effort went into this support and we are still able to access this material after the onboarding was completed. Thank you Set2Close."

Durham, J. | HubSpot Onboarding

Clear, thorough, and responsive support.

"Orrin and his team went above and beyond to effectively transition our team into the HubSpot environment, while also providing expert guidance on how to more effectively market to our leads. We 100% recommend!"

Belasco, A. | CRM Implementation, Sales Coaching and Training, and HubSpot Onboarding

Wonderful Service

"Set2Close was fantastic in our onboarding experience. They made using and understanding HubSpot a breeze!"

Rhodes, B. | HubSpot Onboarding

Great Communication - Great Service Level

"This team asks the right questions to get to know your business, strategy and expectations. They tailor the on-boarding experience for your needs and offer great solutions to any barriers you have within your sales organization. Thanks Set2Close!"

Cabinetry - Ecomm, D. | CRM Implementation

Great Onboarding Experience

"I recently had the pleasure of working with Set 2 Close as my onboarding solutions partner for HubSpot, and I couldn't be happier with the experience! From start to finish, their team was incredibly helpful in setting up my account and importing data from all my sources seamlessly. A special shoutout to Kyle, who was absolutely fantastic throughout the process. His deep knowledge of the HubSpot platform made a significant difference in tailoring a customized CRM specifically for my business needs. He took the time to understand my requirements and provided valuable insights that made the setup much more efficient and effective."

Lopez, J. | HubSpot Onboarding

Responsive and Professional

"Our team needed to move quickly with our HubSpot onboarding/implementation in order to meet some internal timelines and Set 2 Close was very quick in responding, working with our schedules, and assisting in getting our pilot team started in our HubSpot instance. They also offered additional services moving forward if our team encounters further needs as we grow into the HubSpot platform."

Pearson, D. | HubSpot Onboarding

Great Training

"The training material was very easy to follow, to the point, and provided the information needed to excel in HubSpot in a short amount of time. I would highly recommend to anyone new to HubSpot or looking to enhance their work product!"

Cramer, D. | Email Marketing, Sales Enablement, and Search Engine Optimization

More than expected

"Set 2 Close exceeded our expectations! They not only took the time to deeply understand our business but also crafted smart go-to-market tactics. Their approach was friendly, collaborative, and incredibly supportive, making the entire process a pleasure. It felt like a walk in the park, and we couldn't be happier with the results!"

from NitroPack, G. | CRM Implementation, Sales and Marketing Alignment, and Sales Coaching and Training

Couldn't have asked for a better partner

"We have been working with Set2Close for the last 2 years and they have been a key factor in our growth. They hired, trained and developed our sales team over the years. Not to mention, their savyness in HubSpot management."

Tran, K. | Conversational Marketing, Sales Coaching and Training, and Sales Enablement

Exceptional firm

"The team at Set 2 Close are exceptionally knowledgeable and professional within the full sales cycle, we have enjoyed working with the team and experienced some remarkable results partnering with them on previous initiatives. Thank you Set 2 Close!"

Kotyak, V. | Sales Coaching and Training and Sales Enablement

Exceptional services

"We recently collaborated with Set 2 Close for our marketing needs, including HubSpot implementation, email marketing, and sales training. Their team was incredibly knowledgeable and professional, guiding us through each step of the process with clear communication and expert advice. The HubSpot integration was seamless, and their email marketing strategies significantly boosted our engagement rates. Will continue to work with them"

Grigorescu, V. | CRM Implementation, Email Marketing, Sales Coaching and Training, and Account based marketing

Deep knowledge, great strategy, fast implementation

"The Set 2 Close crew is the most knowledgeable sales, marketing and business development team I’ve had the pleasure to work with. They are great at identifying blindspots and unexpected areas of opportunity. They are also at the center of a great network and able to put the right people in the right places to make the most of any investment. Highly recommended!"

Pretty, N. | Sales and Marketing Alignment and Sales Coaching and Training

A Must to Grow Your Business

"I highly recommend Set to Close for any B2B business seeking to elevate its sales performance. Set to Close offers a comprehensive solution that combines expert sales strategy, advanced CRM implementation, and team coaching to deliver outstanding results. Their team of experienced professionals brings diverse skills to the table, ensuring that every aspect of your sales process is optimized for success. Whether you're looking to streamline processes, leverage automation, or refine your team's approach, Set to Close has the expertise and resources to help you achieve industry-leading results. With their clear direction and horsepower, Set to Close is the partner you need to take your business to the next level."

Gollub, D. | CRM Implementation, Custom API Integrations, Email Marketing, Sales Enablement, and Account based marketing

Definitely the right choice.

"Jordan and the team are very generous a d helpful. Anyone will benefit from working with these guys."

Boyes, D. | CRM Implementation

Very smart people

"The S2C team is phenomenal. They really ask the right questions to make you think about your business and I'm so glad I met them. Before them I was really struggling with figuring out how to make my problem resonate with my audience and they gave some really great advice that I use for myself and my clients. They are my go-to for all things sales now."

McComb, M. | Sales Coaching and Training

Set2Close

"I have been working with Jordan and the team at Set2Close, and they have helped me grow immensely this past year. Their expertise in HubSpot has enabled us to fully leverage its features for our sales teams. Moreover, they have been incredibly proactive in assisting us with recruiting essential sales talent and delivering valuable coaching and training."

Bakhtari, F. | CRM Implementation, Customer Survey and Analysis, Sales Coaching and Training, and Sales Enablement

Set2Close recommendation

"I have worked with Set2Close in my last two roles, and they have been an integral part of our growth. Their knowledge of HubSpot has allowed us to optimize its capabilities for our sales teams. Additionally, they have been extremely hands-on in helping us recruit key sales talent and providing sales coaching and training."

Luu, B. | CRM Implementation, CRM Migration, and Sales Coaching and Training

Great Communication, Great Onboarding Experience

"Orrin was extremely detailed in answering all of our questions, and did an amazing job guiding us through the ins and outs of HubSpot. He was incredibly knowledgeable and professional, and gave expert advice."

Lee, J. | HubSpot Onboarding

Efficient and Professional: A Great Experience

"I recently had the pleasure of working with Set 2 Close and their representative, Orrin. From start to finish, the experience was exceptional. Orrin was incredibly knowledgeable and attentive, guiding me through every step of the process. He took the time to ensured that I felt comfortable in how HubSpot could help in what we are trying to accomplish. However, wish we did have more time in our sessions."

Wabomnor, D. | HubSpot Onboarding

Outstanding Onboarding Experience with Set2Close and Orrin

"We’re a small startup without extensive resources or experience in setting up sales systems, and Set2Close has been a game-changer for us. Orrin, our representative, has been exceptional in guiding us through every step so far with expertise and patience. His knowledge of HubSpot and buyer-centric sales strategies is impressive, and he made sure we felt confident and equipped at each stage of the onboarding process. The insights and hands-on support we've received have been invaluable, helping us set up CRM to our needs. We couldn't be happier with the experience!"

Goosen, A. | HubSpot Onboarding

Set 2 Close helped me get started on the right track

"I am very happy that HubSpot has you work with a Set 2 Close team member to get you started off right. It was great working with Orrin Lieuwen who was very knowledgeable on the software but also provided great input in regard to the best practices in a Sales process. Especially being a company that is not filled with people who are Sales professionals, it was great to receive input and feedback for best practices. Thank you Orrin and Set 2 Close!"

Townsend, J. | HubSpot Onboarding

Exceptional HubSpot Onboarding Experience with Expert Guidance!

"Kyle guided me through the onboarding process, making what could have been an overwhelming experience feel straightforward and manageable. He walked me through the key HubSpot features that are perfect for my business, ensuring I knew how to use them effectively. Kyle was incredibly patient and knowledgeable, and he even customized his explanations to suit my specific needs. Thanks to him, I feel fully equipped to dive into HubSpot with confidence. Matt took the time to give me strategic marketing and sales advice tailored to my business. He provided fresh insights on customer approach strategies that I hadn’t considered before. His advice on leveraging HubSpot’s tools to attract and engage customers has already made a difference in how I’m planning my outreach. Overall, this company went above and beyond my expectations. The entire team was professional, responsive, and truly invested in helping me make the most out of HubSpot. I’d highly recommend Set 2 Close to anyone looking for top-notch onboarding and marketing guidance!"

Larken, R. | Sales and Marketing Alignment and HubSpot Onboarding

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Setup your path to success for FREE Today!
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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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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

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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).

  • Who is the Set 2 Start program for?

    The program is intended for new or existing HubSpot customers who want to streamline their onboarding process and optimize their use of HubSpot tools.

  • Is the Set 2 Start program approved by HubSpot?

    Yes, the Set 2 Start program is approved by HubSpot and is designed to support all HubSpot clients across Sales, Marketing, and Operations Hubs.

  • What can you expect from the Set 2 Start program?

    HubSpot teams can expect to be fully onboarded and using HubSpot successfully within 30 days.

  • What does this program not provide?

    This is not a program for consulting or complex workflow and automation. No customization is performed and not complex workflow events are created. See our Set 2 Grow or Set 2 Scale plans. We do have white-glove services available.

  • Is this really FREE?

    Yes, the Set 2 Start onboarding package is REALLY FREE. If you would like additional services, see our other onboarding plans or ask us for custom RevOps services.

  • How do I Sign Up?

    You can fill out the Set 2 Start form above, or email us at set2start@set2close.io and one of our Revonauts will contact you to discuss onboarding.

  • Who delivers the Set 2 Start program?

    The program is delivered by Set 2 Close, a platinum partner company specializing in HubSpot onboarding and optimization.

  • Is Set 2 Close HubSpot Onboarding Certified?

    Yes! We are a certified HubSpot Onboarding partner, and hold all applicable accreditations.

Check Out Our Other Onboarding Packages

Set 2 Grow

Set 2 Grow

Our white-glove onboarding option.
Set 2 Scale

Set 2 Scale

Our Platinum onboarding service.