Set 2 Close Reviews 

26
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TrustScore 4.5 out of 5

4.6

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Rated 5 out of 5 stars

Set2Close were great to work with. During the sales process they showed tenacity, expertise and innovativeness. S2C fixed up our HubSpot, automated or tasks, and put a solid inbound and outbound strat... See more

Rated 3 out of 5 stars

Set 2 Close helped us onboard to Hubspot since we were not familiar with the platform at all. The only reason for the 3 star rating is 30 minute meetings weren't really long enough to get questions as... See more

Company replied

Rated 5 out of 5 stars

I've had nothing but great experiences with Set2Close. They are experts in sales processes, coaching, and RevOps. They provide solid frameworks on how to best approach unique & turbulent business si... See more

Rated 5 out of 5 stars

Having a group of co-workers who are all kind, generous and always willing to help in any area when I ask for it. They constantly see how they can help me. In an environment where we are alway... See more

Company details

  1. Business and IT Consulting Agency
  2. also in
  3. Business Development Service
  4. Business to Business Service
  5. CRM Provider
  6. Internet Marketing Service

Written by the company

Set2Close, HubSpot’s fastest-growing Elite Partner, excels in HubSpot CRM and Revenue Operations (RevOps) services to boost B2B sales and growth. With over 500 CRM projects and clients, our 5-star rated team delivers tailored solutions for success. HUBSPOT CRM SERVICES: As a top HubSpot Elite Partner, we specialize in custom HubSpot CRM solutions. Our experts design, implement, and optimize systems to enhance user experience, functionality, and adoption across sales, marketing, and service teams. From setup to refinement, we streamline workflows, improve lead management, and speed up deal closures. With 500+ projects completed, our Agile approach ensures your HubSpot CRM drives measurable results. REVENUE OPERATIONS (REVOPS) SERVICES: Our RevOps services align your sales, marketing, and customer success teams for peak performance. We optimize the revenue lifecycle—lead generation to retention—by refining processes and eliminating inefficiencies. Using HubSpot tools and data-driven strategies, we create scalable solutions that maximize profitability and adapt to your goals. WHY SET 2 CLOSE? Our 500+ CRM successes prove our expertise in HubSpot and RevOps. As an Elite Partner, we offer unmatched skill and innovation, earning a 5-star rating for client satisfaction. Visit set2close.io to see how we can transform your revenue strategy today.


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

26 reviews

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4.6

All reviews

(26)

7 reviews in the last 12 months

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Rated 5 out of 5 stars

Great working with Jeremey at Set2Close

We really liked how they helped with our HubSpot knowledge, since we didn’t know what we didn’t know. They were very flexible in accommodating our timelines and new team members' schedules. The starter program was a great starting point, but we still have so much more to learn with HubSpot and look forward to building this out. They also helped connect our ClickUp native integration with initial automations for the sales team.

May 26, 2026
Rated 5 out of 5 stars

Working with Jeremy at Set 2 Close was an A+ Experience!

Working with Set2Close has been an incredible experience. Jeremy’s deep knowledge was instrumental in getting our team email successfully connected with our MSP, but their value went far beyond technical setup. As a partner, they helped us navigate what we "didn't know," providing specific solutions and configurations tailored exactly to our goals.
The team was flexible, adaptable, and highly communicative throughout the entire process. In a world full of AI buzz, having a genuine human connection and personal touch made all the difference. We’d highly recommend Set2Close and would absolutely work with them again!

April 16, 2026
Rated 5 out of 5 stars

Jeremy was 5 stars at Set2Close

Working with Jeremy and Set2Close was a game-changer for our team as we navigated HubSpot for the first time. We truly appreciated his hands-on, 1-on-1 support and his ability to meet us exactly where we were in our journey.

Jeremy was always proactive about our needs, never hesitating to bring in additional experts when specific topics required extra depth. It never felt like an upsell; every recommendation was genuinely aligned with helping us drive value and gain the independence to stand on our own feet. Plus, having access to the Sidekick tool provided an incredible boost to our workflow. Highly recommended for any team looking to master HubSpot!

April 9, 2026
Rated 5 out of 5 stars

A True Strategic Partner for Complex HubSpot Implementations

Working with Set2Close on our implementation was an outstanding experience. Matt, Frank, and the entire team went above and beyond to understand the complexity of our business and build solutions that truly fit our model.

What stood out most was their willingness to slow down and help us clean and consolidate our data, something no previous vendor had taken the time to do at this level. That foundational work made a huge difference in setting us up for long-term success and created cleaner, more trustworthy data that has also helped other departments across our company operate more effectively.

Once the data was cleaned, the Set2Close team continued to strengthen our data integrity, ensuring what we built in HubSpot was reliable, scalable, and aligned to how our business actually operates.

Frank and the team also helped establish custom charts, reporting, and insights that matched our business model, giving us visibility we hadn’t had before. No challenge ever felt too “out of the box” for them. They consistently brought creative solutions and found ways to make complex needs work seamlessly within HubSpot.

If you’re looking for a team that combines strategic thinking, technical expertise, and true partnership, I highly recommend Set2Close.

March 29, 2026
Rated 5 out of 5 stars

Needed lots of help

I was skeptical first of moving from Salesforce to HubSpot. I knew we needed to punch above our weight class but there are a lot of moving pieces and lots at stake. I contracted Set 2 Close to help us with that transition and the team has been putting in both hands and feet to the project. They jumped in right away and have been putting us on the right track. I am 100% confident that Blair and Justin are going to lead us to the promised land and I’m so excited about what HubSpot can do for us! I would definitely recommend Set 2 Close to others.

March 16, 2026
Rated 5 out of 5 stars

Going above and beyond

Set 2 Close were invaluable in getting our HubSpot environment up and running. Their team not only handled the technical setup with speed and accuracy, but also brought a wealth of SDR best practices that helped us tighten our outreach process and improve overall efficiency. Their guidance was clear, actionable, and tailored to our business, making the entire experience both smooth and impactful.

December 5, 2025
Unprompted review
Rated 5 out of 5 stars

Matt did a great job of supporting my goals.

Matt did a great job of answering my questions and ensuring I understood the next steps in my self-serve onboarding. It was a well-supported experience. I did find the sidekick a bit confusing at times and would have like to see the specific things separated out aligned to my goals.

May 1, 2025
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi Johannah, thank you for the thoughtful review and for calling out Matt’s support. We are glad the self serve onboarding felt clear and well supported. Your note about Sidekick is helpful. We will work on making the guidance clearer and more goal specific. If you need anything, we are here.

At Set2Close we focus on HubSpot onboarding and RevOps best practices that give teams clean data, clear next steps, and faster adoption.

Rated 5 out of 5 stars

Set2Close did a great job of helping me…

Set2Close did a great job of helping me set up, configure, and optimize HubSpot for The Write Way, Inc. Matt McComb, especially, was super knowledgeable about many aspects of this powerful business tool!

May 29, 2025
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi Paul, thank you for sharing your experience. We are glad the HubSpot setup, configuration, and optimization for The Write Way went smoothly. Matt will appreciate the shout out. This is the kind of outcome we aim for with HubSpot implementation and RevOps alignment, clean data, clear stages, and dashboards people trust. Wishing you continued success with HubSpot.

Rated 5 out of 5 stars

Highly recommend

When we came to Set 2 Close. We weren't sure how we should use HubSpot and what a good sales process looks like. Working with Mat and his team, we feel like we are getting the most out of HubSpot and we have a really good path forward on how we are going to prospect and create deal volume for our company.

December 31, 2024
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi Janel, thank you for the recommendation. It is great to hear HubSpot now has a clear sales process, a prospecting plan, and a path to growing deal volume. Matt and the team enjoyed working with you to align stages, sequences, and reporting to your goals. If anything comes up, we are here. At Set2Close we help teams get more from HubSpot with practical RevOps, clean data, and consistent pipeline.

Rated 5 out of 5 stars

Review for Dennis Kariuki

Review for Dennis Kariuki – Set to Close

Dennis Kariuki from Set to Close has been a fantastic resource as we work on implementing HubSpot. He’s knowledgeable, patient, and great at explaining things in a way that’s easy to understand. His support has made a big difference in helping us feel confident navigating the platform. Highly recommend Dennis if you’re looking for expert HubSpot guidance!

May 1, 2025
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi Emma, thank you for the thoughtful review about Dennis. It is great to hear his clear explanations and patient support made HubSpot easier to use and gave your team confidence. Clear, step by step guidance and practical training are core to our HubSpot onboarding and RevOps work. Wishing you continued success with HubSpot.

Rated 5 out of 5 stars

Truly Cared

We worked with Set 2 Close to implement the HubSpot CRM Sales platform for our nonprofit. There are several things about our nonprofit that do not fit the typical sales cycle and processes, and our partner at Set 2 Close did a great job of understanding our needs and helping us create workarounds and solutions that met our needs.

May 5, 2025
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi Ty, thank you for sharing this. Your nonprofit has a unique process, and it is great to hear the HubSpot Sales CRM was shaped to fit. Our approach is to understand the mission, map nonstandard cycles, and build practical workarounds so teams work smoothly in HubSpot. If anything comes up, we are here.

At Set2Close we help organizations with complex processes implement HubSpot with clean data, clear stages, and simple workflows.

Rated 5 out of 5 stars

Set 2 Close for Marketing and Salesa

We used Set 2 close for implementation assistance for our Hubspot Marketing and Sales platform. Dennis was very knowledgeable and answered all our questions right away.

April 28, 2025
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi Tygh, thank you for the review. Great to hear the HubSpot Marketing Hub and Sales Hub implementation landed well and that Dennis could get your questions answered quickly. Clear setup and responsive support help teams get value from HubSpot fast. If anything else comes up, we are here.

At Set2Close we focus on practical RevOps and HubSpot implementations with clean data, useful automation, and simple workflows.

Rated 3 out of 5 stars

Set 2 Close meetings weren't long enough for our team.

Set 2 Close helped us onboard to Hubspot since we were not familiar with the platform at all. The only reason for the 3 star rating is 30 minute meetings weren't really long enough to get questions asked and answered for our team especially as there were internet delays on both ends most meetings.

April 15, 2025
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi Machelle, thank you for the feedback and for working with us on your HubSpot onboarding. I am sorry the 30 minute sessions and the connection issues made it hard to cover all questions. Your note helps, we will review our session formats and scheduling so the time better fits teams that are new to HubSpot. If there is anything still unclear, feel free to reach out and we will help.

We focus on practical HubSpot onboarding and RevOps training, clear checklists, and flexible session lengths, so teams ramp with confidence even when schedules are tight.

Rated 5 out of 5 stars

Great work!

Our onboarding experience was great! Matt was incredibly helpful, showing us great resources, answering our questions and providing guidance throughout the entire process. His support made everything so efficient. We truly appreciate the great service and assistance!

January 3, 2025
Unprompted review
Set 2 Close logo

Reply from Set 2 Close

Hi there, thank you for the kind words. Great to hear the onboarding felt smooth and efficient, and that Matt’s guidance and resources answered questions along the way. Helping teams get value from HubSpot quickly with practical resources, clear answers, and steady support is our focus. If anything else is needed, we are here.

Rated 5 out of 5 stars

Without them we would be lost...

I had no idea how to work HubSpot and had paid a lot of money to get the platform. Set 2 Close was able to walk us through all of the features that HubSpot offers. Now I feel like I totally understand the platform better and I really value what it can do for us. Without them we’d be lost. Definitely recommend working with Set 2 Close if you are going to be using HubSpot

December 10, 2024
Unprompted review
Rated 5 out of 5 stars

Got more than what I paid for.

Any CRM I was trying could not fulfill my needs of my business. HubSpot was close but we weren’t quite there. I decided to hire Set 2 Close and now I have a CRM that perfectly fits my business. I found the pricing to be very fair and I felt like I got more than what I paid for. The sales team is excited to dive into using the new CRM and we are growing fast and will likely need their help again. I am looking forward to working with them in the future.

P.S. Matt and Kyle are the shit

November 29, 2024
Unprompted review
Rated 5 out of 5 stars

We were initially skeptical...

I had an entire team who was skeptical of HubSpot and of Set2Close. We had very specific needs out of HubSpot and a team that was very technical. Matt and his team made us feel like this was definitely the right decision. They made sure that we had a solid foundation in place and that pretty much every question we had before the end of our onboarding was answered. I would definitely recommend them to others and I look forward to working with them on other projects in the future now that we have.

January 10, 2025
Unprompted review
Rated 5 out of 5 stars

If you're looking for fidelity in a partner, look no further

I've had nothing but great experiences with Set2Close. They are experts in sales processes, coaching, and RevOps. They provide solid frameworks on how to best approach unique & turbulent business situations.

Further to that - I've been able to expand my network through their CEO, Jordon who is curious, considerate and dedicated to helping me achieve my personal goals.

June 5, 2024
Unprompted review

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