Testimonials

Video transcript: Hi, I'm the CEO and owner of PFD Nova Canada. Before we came to Set to Close, we weren't using HubSpot to the maximum capacity that it's capable of. It felt overwhelming. I did use it for a couple of months, but we were really hitting a wall with HubSpot. So a friend of mine recommended second to close and within a very short amount of time we scoped up what are the bare minimum we need for us to get going. And after talking to Matt, we work very closely with Miles and Jeff and in about two months we had a working version of HubSpot with all four clients in there, some basic workflows, pipelines, and we also got a lot of training. So after working with them for about three months, we are in a position now where we are leveraging HubSpot on a daily basis and we are now seeing all the benefits of HubSpot come through. So I feel a lot more supported after working through them in the future. As we grow up, definitely recommend Set to Close for anyone who are in our shoes and we definitely look forward to working with them in the future as well.

Video transcript: Before we worked with Set two Close, we were at a spot where we were just getting into HubSpot and needed a partner to work with us to create a website for a client as well as onboard to the platform. HubSpot recommended set to close as a great partner to work with to help us with these things and I don't know that they could have made a better recommendation. They worked with us very quickly on a short timeline to get our website up and running to the point that I could kind of take over and finish building it out, but I there's no way I could have met the deadline without the help of the Set to Close team and all of their hard, quick work and precision. They were responsive throughout the entire process and just a pleasure to work with and now we're going to continue working with them as we now that we have this tight deadline met with our website development, I'm going to continue working with them to finish onboarding onto HubSpot and look forward to our long and wonderful relationship.

Video transcript: My name is Bryce Wisen. I'm the founder in chief of levico. I'm a LinkedIn client of set to close. I've had a terrific experience working with the team. What they've showed me has resulted in new business and in a great many opportunities that I wouldn't have otherwise had access to. What they have shown me, taught me and helped me to produce is going to continue to generate revenue for my business for years to come.

Video transcript: When I signed up for HubSpot, I had no idea what I was doing. But with set, I was referred to set to close by HubSpot and they are absolutely amazing. Their weekly channel training sessions that you go through, they add a sidekick to your actual HubSpot account so you can go through and learn on your own time, complete the homework assignments that are given to you. It does a really great job of explaining things. So that way when you go to your weekly training sessions, it's just so seamless. You can have your list of questions. They will literally help you, walk you through, step by step, how to set everything up. And not only do they help you get it set up, but they advise you and essentially consult you on what you can do as far as sales sequences and different opportunities for your leads and how to ensure that you're getting the highest closing ratio possible. This company is like, I just can't say enough about how amazing and great they were. And I just feel so much better about HubSpot, so much more advanced and what I have learned and can do. It's just like a hundred out of ten.

Video transcript: When my new small business was getting started, I knew I needed HubSpot. I knew I needed a CRM. But most importantly, I knew I needed to get into HubSpot with my customer database as quickly as possible. When looking for a consultancy to help me to do that, Set to Close stood apart because of their authenticity. I mean, who these guys are and gals is is honestly just what you see and what you see is what you get. And because they were so authentic, because they were understanding about my urgency that I had and the growth of my small business, it was an easy answer to go with them. Now going with someone is just one part of it. The other part is how well they execute. And Set to Close got me my 1400 customer database into HubSpot from not even logging in to to end a HubSpot and doing my first campaign in two weeks. They were fabulous. They worked with us and they accelerated the company's growth so that I was able to close deals with my first campaign in less than 30 days. These folks are fabulous. I highly recommend that you use them.

Video transcript: We worked with Set to Close on our onboarding of HubSpot CRM. We were moving over from Keep Classic that we were getting through a third party provider. We went through the process, the first step, explaining what we wanted, what we were looking for. They explained their process so we got comfortable about how the relationship was going to work. We scheduled all the meetings. We had one meeting every single week. They did a very good job communicating the notes from each meeting, giving me homework to work on so I could make sure I could keep up. And I was working on it while I was learning. So it was comfortable for me to be able to start using for my new incoming leads. So after the first week I had enough set up to where I started putting things in there. Maybe it was right, maybe it was wrong, but at least I had a resource to work with so. So I could explain what I was doing if it was best practices. And they helped me along the way. So the process was wonderful. I highly recommend working with them in the future. If anybody's looking for a great onboarding partner for HubSpot set to close is highly recommended. Thank you.

Video transcript: Hi, my name is Ray lynch and I am the COO of K2 Cyber, a cyber insurance MGA based in Chapel Hill, North Carolina. We had a great time and really appreciate appreciated working with Set2Close. Set to Close helped identify the goals of our use of HubSpot and really to help us operationalize our revenue goals. They provided key training in the use of HubSpot objects, use of pipelines for leads and deals, and the overall best practices. Their solution architect provided invaluable advice around the use of custom objects to meet the needs of our desired data structure. We have launched our Lead and Deal pipeline to start onboarding distribution partners and set the foundational data model we will leverage. Oren was an outstanding project manager who had clear communication, was always on time, and brought additional subject matter experts into the conversation when needed. I really appreciated the hybrid model of using virtual calls with the training and tooling that was overlaid on our HubSpot instance. It made it quick and easy to configure different elements in different processes, workflows, et cetera. I highly recommend and enjoyed working with Set to Close.

Video transcript: Hi, I'm Nina Holick, an Account Manager at Excalibur Data Systems with over 25 years of experience in relationship management. I've recently completed the HubSpot training hosted by Set to Close to enhance how I create and manage leads, client communication and reporting. The training was spread over several weeks which allowed me to really absorb the information and apply it between sessions. Set to Close made it incredibly easy to follow. Their team was organized, supportive and really focused on making sure we understood each step. They sent follow up emails and training links between each session. Thanks to the training I now confidently am managing contacts, building sales marketing leads and tracking sales activities much more efficiently. It's made my day to day work more streamlined and efficient which frees up more time to focus on building relationships. I'm really grateful for the support from Set to Close and I would highly recommend their training to anyone to get the Most out of HubSpot. Thank you so much.

Video transcript: My experience working with Set to Close was wonderful. The whole team was really responsive and answered any questions that I had. And because of that, our CRM system is fully integrated with our workflow and the sales process is seamless. All of our reporting is great. I would absolutely recommend their services to anyone. In fact, I already have. It's a great company to work with. Thank you.

Video transcript: So we were set up with Set to Close. They were highly recommended by HubSpot because we were coming in basically with like extremely limited knowledge about CRMs. Our goal at the Glass kind of network was to get a better understanding of the customer journey and better understand exactly where our customers were coming from. So really it was the marketing Hub part of HubSpot that we were like most interesting, most interested in standing up quickly. We worked with Dennis over at Set to Close. He was fantastic. Spent a large amount of time just really understanding what our business is, what our goals were, just to make sure that the plan they put together made sense for us. And because time is valuable and, and I really didn't feel like any of the meetings were wasted time where we had goals set for each meeting follow up. So it happened via email. In the weeks in between the meeting, we met once a week, every week for five weeks. We now have our marketing hub set up in a way that we are happy with for now, but also have a foundational knowledge base for being able to better implement our strategies moving forward as relates to marketing, as it relates to creating better workflows, like some of which Set Close help us set up initially that we're going to be using and are already using in some cases just to encourage prospects to bring up customers and also to strengthen customer relationships. In addition to that, they had some very, I mean, Dennis, but the company as a whole that's at the close had some interesting marketing ideas that, you know, was sort of offered as free advice that we're absolutely taking and implementing. So there was some value add there for us as well. You know, I can't speak highly enough to the job they've done. And one of the cool things that I really wasn't expecting with, with this was if we had questions at a meeting, it's nice to like get an immediate answer, but a lot of times it's even nicer to have the answer be like, let me, you know, let me circle back and I'll send you an email. And when you would get an email back for a question that you had during a meeting, you would receive like a custom video tutorial where, you know, it would be. It would be Dennis recording a video, just showing you exactly, you know, here's what that sticking point was for you on HubSpot and here's exactly how you set up that list or here's exactly how this workflow is supposed to go. It was very, very valuable just to be able to get like custom tutorials like during the week and Windows were like, coupled with the honestly, very robust training tools that HubSpot itself offers made setting up that marketing hub that much easier. And yeah, can't recommend them enough. Really look forward to working with them in the future. Thanks.

Video transcript: We were looking for a partner to help us with HubSpot with onboarding, you know, and as a financial services firm, it's not exactly our strong point to figure that side of the house out. So at the close was great in helping us to not only onboard to HubSpot, but to really help us, you know, get our contacts in order and facilitate our sales team and get them to a point where they could really focus on new sales versus the operational aspects of the business. So definitely recommend set to close as a HubSpot partner.

Video transcript: I very much enjoyed working with my contacts with Set to Close because they allowed me to have one on one contact with someone who could answer my questions. Sometimes that meant that he helped me figure out what question I actually had because I was not clear enough on how to get from where I was to where I needed to be. I just didn't know enough about the process, and he helped clarify those issues and that was wonderful. The result of that is I was able to speed up my use of contacts, companies, automations and flows, workflows, and making and sending out marketing emails. I also did a Facebook post and so I'm very pleased with what I was able to accomplish with their help, and I feel like I'm in a really good place to function using HubSpot the way it's intended to be used as a total package to manage my business. I really appreciate their work. Goodbye.

Video transcript: So my name is Corey Wolfel. I'm the sales and marketing manager here at Stockyard in Litchfield, Connecticut. We are a landscape supply dealer out here. And when I got to Set to Close, my challenge that I was facing was that we were under a little bit of a time press to look to switch our website over from our current marketing agency. We used to begin to handle that internally. The switch itself, on the surface, was a little daunting and I think it was a little alarming when I looked at it on my own and thought, you know, saw the amount of work that it was going to require on my end. But the guys from Set to Close were fantastic in being able to meet my timelines, be flexible with me in being able to kind of teach me along the way to be able to handle these things and changes in the future on my own without needing them, while also, you know, handling the back end stuff. That was a little bit out of my, my, my scope of work, I'd say. Specifically though, you know, I had a team of between, Matt, Joseph, Julio, they were all fantastic. You know, it was again, there was a little anxiety thinking about how I was going to go ahead and facilitate this switch from our marketing agency here on my own. But they were incredible in helping to kind of walk me along throughout the process and, you know, meet our deadlines in time. So I have nothing but fantastic things to say about Set to Close and would absolutely recommend them to anybody considering their services in the future.

Video transcript: This is Colin Tokosh with Node Effect. We're working with Set to Close to onboard and implement our HubSpot CRM. We had previous knowledge of working with HubSpot, but the set to Close team was able to understand our business needs, help us take our CRM to the next level, and they set clear expectations with the implementation and onboarding of our CRM. We got it up and running in a very quick amount of time and are very happy with the results. I would certainly recommend Set to Close to others if they are looking for a partner to help implement HubSpot CRM.

Video transcript: Hi, I'm Michael Durazzo. I am one of the owners of Anywhere Audiology and Ock Hearing. We do in home and on site audiology services. We have been using HubSpot for a number of years now throughout our team to do some really basic things like record emails and just track touch points with some of our contacts. In the past couple of months we've upgraded to a paid subscription which is how I got to to start working with Set to Close and Orin and our experience has been really really helpful from setting up workflows to showing us how to maximize our database by using sequences. And then even beyond that, Oren's been quite helpful in just taking a look at our sales process and some of our business development strategies and provided some really, really great feedback that we're already applying. And then even beyond that Oren had some really valuable feedback just for just for Mindset and getting in the zone with setting up just time management things and really appreciate some of our conversations and it's been a really great experience. I would highly recommend working with Set to Close and working with Orin. I think that's all I got for now. Thank you.

Video transcript: Hi, I'm Carrie Madden. I'm the director of Business development with Chapul Farms. We're an insect agriculture company based out of McMinnville, Oregon. We take food waste and feed it to insects to make sustainable animal feed, protein and fertilizer. We have been struggling with scaling our sales and scaling our business operations, and so we were looking at implementing HubSpot, but I was really unsure really where to start because there's so many features and we're a very small team. And so I needed to prioritize how to roll out the tool and make sure I could convince the rest of my team it was worth their time as well. I decided to do the free onboarding with Set to Close, which, if I'm being honest, I was a little skeptical. I didn't know how efficient and productive a free onboarding would be, but they very quickly proved that, proved me wrong, and proved that they were going to be very dedicated to helping me out. From the beginning, they thoroughly listened to all my problems and helped me brainstorm unique solutions. Since we are a unique small company and now I have the entire team using the tool, including my CEO, who usually is pretty slow to adopt those things. So that was definitely a big win and I feel confident moving forward. So I definitely recommend Set to Close and I thank them for all their help.

Video transcript: My name is Zachary Beckham and I'm one of the founding partners at Kintara Technology. I recently finished my onboarding process with Set to Close. I have worked with HubSpot previously at one of my last companies, but we had someone who had implemented and set up the whole thing for us. So I was used to working in the HubSpot environment, but never building it from scratch. And when I signed up for HubSpot with this new company, I was recommended to Set to Close by the people from HubSpot, my sales rep actually. And I met with Matt from Set to Close and they walked us through getting our account set up and onboarded, and not just the standard videos that HubSpot shows you, but really the way that we needed it. And our first meeting was really me explaining to them what we needed and what our intended use case was. And then the next subsequent three meetings was working with Matt and his team to build out the specific functions that we needed, making sure that we had understanding of them. And the training was much more specific to what we needed. It wasn't a cookie cutter approach. It was tell us what you want to do and we will walk you through how to do that and then give you homework to do for your team to follow up to make sure that not only do you remember how to do this, but you took the time to look at some of the advanced features. So, great experience. I highly recommend getting a relationship Set up with Set to Close if you are new to HubSpot or starting out and need some guidance.

Video transcript: Hello, my name is Caitlin Richardson. I'm with Package Property Platform. We are a nationwide marketplace for package properties. When we were beginning to build our company and figuring out how we were going to track sales and keep track of all of our team, we were we found HubSpot and whenever we got into HubSpot it's a little bit confusing. So I had no idea where to start with learning the platform because because there's so much to it. Whenever I reached out to our sales rep from HubSpot they referred us to Set to Close and they have walked us through every feature on HubSpot and taught us how to work the entire thing. If it wasn't for Set to Close, I would not know where to begin with HubSpot. I would not be using it to its full potential and now I really know how to get in the platform and use it to help benefit our company. So I would recommend Set to Close to anyone looking for training on HubSpot.

Video transcript: Hey, everyone. My name is Tyler Major. I'm the owner of Major Roofing. I was on the search for a CRM. I came up, I looked at a few of them, and I decided to land on HubSpot. But then when I was going through there, I realized they didn't quite have everything catered to my needs. So I started looking around to find out maybe some companies that could help customize HubSpot for me. The first couple I looked at were seemed outrageously overpriced. And so I got a referral for set to close. And shortly after, Matt and Kyle reached out to me, and they completely customized HubSpot to exactly what I needed. What used to take me in our old CRM, you know, 20 minutes for data entry now takes a minute and a half to two minutes. I can send documents directly to my customers. They can. They can sign them. I have everything right there. I'm super happy with everything they did for me. And I'll definitely in the future, also be looking to them to do some more customizations. And as my business grows, I know they'll be able to help implement the things I need to help my business grow.

Video transcript: Hi, I'm Christian, I'm coming from Open Networks and I want to share a quick story about working with Set to Close. We purchased a HubSpot platform and really just didn't have the capacity to set everything up ourselves. We were able to connect with Kyle and Matt from the Set to Close team and the process has been extremely smooth and efficient working with them. They have been able to walk me through the Set to Start program as well as a Platinum onboarding process, and through that process they're able to really understand the needs that Open Networks had, but also be able to provide some suggestions and guidance to what we should be doing with our processes. They handle implementation seamlessly and we're able to pass over the keys without any issues and really help us build out the platform to a place that has a strong foundation to grow in the future. I highly recommend working with the Set to Close team if you yourself do not have the time to really learn the process, but need something very quickly and then understand that it's going to scale with your company and your needs. The Set to Close team has been extremely helpful through this process and I recommend them to anyone that's going through this and looking to build out an awesome CRM pipeline.

Video transcript: My company, Teach Like a Champion has been around for a while, but we needed to implement a new CRM Set to Close was extremely helpful for us. We found them by recommendation and if I had to do it all over again, I would pick them all over again. They met with us regularly, provided really great tools to support our own asynchronous implementation, and then had specialists available when we hit roadblocks due to very technical work. Everyone that we've talked with has been very gracious, meeting someone over and that hasn't been a problem. They've always made themselves available. We have to do more work with them and they are matching our pace. They're helpful in reminding us what needs to be done, but not overly aggressive as some sales and consulting firms can be. The value to our organization has been immense. Very affordable. They work with us. We're in very different time zones and that hasn't been a problem overall. It's just been a joy working with them and I would absolutely recommend Set to Close to help Support a new HubSpot CRM implementation if that's what you're looking to do.

Video transcript: Hey, I just want to give a big shout out to set to close. I want to thank you so much. When we started with you about eight months ago, we didn't have a CRM. We didn't have a sales system. It was kind of very loosely structured, and you came in and organized everything, got us set up with a CRM and even brought in an amazing salesperson and a sales manager. Couldn't be more thankful for what you guys had done and always overly impressed and happy with your guys'service and anyone else who's looking to help increase their sales. You are the people to do it. You always over deliver, and you under promise, and I really appreciate that, and I can't find anything that I can complain about. I just look forward to the continued work, the continued guidance, and the continued help that you guys supply. So if anyone's out there looking for a great company to help them with their sales, whether it's finding a salesperson or setting up a sales system like we needed, you're definitely the place. Thanks.