Set2close.io Review

Based on looking at the website, Set2Close.io presents itself as a HubSpot and revenue growth partner, offering fractional RevOps as a service to B2B companies globally.

The site emphasizes predictable revenue systems, HubSpot optimization, and marketing operations support to scale growth.

While the services provided by Set2Close.io—such as CRM implementation, sales process optimization, and marketing automation—are generally beneficial for businesses seeking to enhance efficiency and revenue, the lack of transparency regarding specific pricing structures and detailed service level agreements on the homepage itself means potential clients need to engage directly for crucial information.

This approach, while common for bespoke service providers, leaves some key details out of immediate view for a quick assessment.

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Overall Review Summary:

• Service Offering: Comprehensive RevOps, HubSpot optimization, CRM development, and sales strategy for B2B.
• Target Audience: Primarily B2B companies looking for scalable growth and streamlined revenue operations.
• Key Strengths: Strong client testimonials, focus on HubSpot expertise, and a structured approach to sales and marketing alignment.
• Areas for Improvement: Limited immediate pricing details, requiring direct contact for specific service costs.
• Ethical Consideration Islamic Perspective: The services themselves, focusing on business efficiency, sales, and marketing, are permissible as long as the underlying business practices of the clients align with Islamic principles e.g., no involvement in prohibited industries like interest-based finance, gambling, or haram products. The website does not provide specific assurances of client vetting for ethical alignment, which is a common limitation for B2B service providers.
• Recommendation: Neutral to Positive, with a strong recommendation for potential clients to conduct thorough due diligence on service contracts and ensure their own business operations align with Islamic guidelines. The services offered are fundamentally tools for business growth, which can be utilized ethically.

The website heavily features testimonials from various clients, highlighting successful transitions to HubSpot, increased ARR, and improved sales processes.

They position themselves as “do-or-die revenue operations & sales experts” who not only strategize but also implement and coach teams.

This hands-on approach is appealing for businesses that need more than just consultancy.

However, for a complete picture, details like standardized pricing tiers or a clear service catalog with associated costs would enhance immediate clarity for potential customers.

Without these specifics, the “Talk To Us Now!” call to action becomes the primary gateway to understanding the full scope and cost of their services.

Here are some of the best alternatives for businesses seeking similar RevOps and CRM optimization services, focusing on ethical considerations and global presence:

Best Alternatives for RevOps and CRM Optimization:

• Accenture:

  • Key Features: Global consulting powerhouse offering end-to-end customer sales, service, and marketing transformation. Specializes in large-scale CRM implementations, digital marketing strategy, and sales process optimization.
  • Average Price: Project-based, typically very high due to comprehensive service and global reach.
  • Pros: Extensive experience, global footprint, wide range of services, strong reputation, advanced analytics capabilities.
  • Cons: High cost, often suited for large enterprises, may be less agile for smaller businesses.

• Deloitte Digital:

  • Key Features: Focuses on digital transformation, including CRM strategy, implementation, and optimization, marketing automation, and customer experience design. Leverages data-driven insights.
  • Average Price: Project-based, generally high, similar to other big four consulting firms.
  • Pros: Strong brand recognition, deep industry expertise, comprehensive digital solutions, global presence.
  • Cons: Premium pricing, project timelines can be extensive, may not be ideal for budget-constrained small businesses.

• KPMG Digital:

  • Key Features: Offers services in customer strategy, sales and service transformation, and marketing effectiveness. Provides solutions for CRM advisory, implementation, and managed services, with a strong focus on data and analytics.
  • Average Price: Custom pricing based on scope and complexity.
  • Pros: Robust analytical capabilities, focus on measurable outcomes, integrated approach across various business functions.
  • Cons: High-end pricing, potentially less flexible for bespoke, smaller-scale projects.

• IBM Consulting Customer Transformation:

  • Key Features: Provides expertise in customer experience transformation, sales and marketing cloud implementations, and AI-driven solutions to enhance customer engagement and revenue.
  • Average Price: Varies significantly based on project size and duration.
  • Pros: Deep technical expertise, strong R&D, integration with IBM’s extensive tech ecosystem, global delivery capabilities.
  • Cons: Can be slow to adapt for smaller projects, pricing might be prohibitive for startups.

• Slalom Consulting:

  • Key Features: Offers consulting in strategy, technology, and business transformation, including customer experience, sales optimization, and marketing technology implementation including HubSpot. Known for a more agile and collaborative approach.
  • Average Price: Project-based, competitive for mid-to-large enterprises.
  • Pros: Strong focus on client collaboration, broad industry experience, good for custom solutions, responsive team.
  • Cons: May not have the same global reach as the “big four,” pricing can still be significant for smaller firms.

• Wpromote:

  • Key Features: Digital marketing agency offering consulting on CRM integration, marketing automation, and sales alignment. Strong focus on performance marketing and revenue growth.
  • Average Price: Project-based or retainer, generally competitive for digital marketing and RevOps services.
  • Pros: Strong digital marketing focus, performance-driven, good for integrating sales and marketing efforts.
  • Cons: Primarily focused on marketing, may not offer the same depth in pure RevOps strategy as dedicated consulting firms.

• Capgemini Invent Customer Experience & Sales Transformation:

  • Key Features: Specializes in digital innovation and transformation, including customer experience design, sales transformation, and marketing strategy. Focuses on leveraging data and technology for revenue growth.
  • Average Price: Custom pricing, typically for medium to large enterprises.
  • Pros: Strong European presence, good for large-scale digital transformation, integrates well with existing IT infrastructures.
  • Cons: Similar to other large consultancies, pricing can be high, and project timelines can be extended.

Find detailed reviews on Trustpilot, Reddit, and BBB.org, for software products you can also check Producthunt.

IMPORTANT: We have not personally tested this company’s services. This review is based solely on information provided by the company on their website. For independent, verified user experiences, please refer to trusted sources such as Trustpilot, Reddit, and BBB.org.

Unpacking Set2close.io: A Deep Dive into Their Offerings

Set2close.io positions itself as a specialized partner for B2B companies aiming to supercharge their revenue through optimized HubSpot utilization and fractional RevOps services.

From a practical standpoint, this means they step in to streamline the often-siloed functions of sales, marketing, and customer service, aiming to create a unified system for predictable growth.

This type of service can be incredibly valuable for businesses looking to scale efficiently.

Set2close.io Review & First Look: A Promise of Predictable Revenue

Upon first glance, Set2close.io immediately projects an image of expertise and results. Systemsandteams.com Review

The bold headline “Start Your Engine🚀 Your HubSpot & Revenue Growth Partner” sets a clear expectation of what they offer.

They don’t just talk about vague “growth”. they specify “predictable revenue systems.” This is a critical distinction for B2B clients who thrive on consistent, measurable outcomes.

The inclusion of client testimonials prominently on the homepage, such as “We’ve grown our ARR 40% to $6 Million in our first 8 months working with them!”, aims to establish immediate credibility and trust.

This is a common and effective strategy for service-based businesses.

The site is well-structured, guiding visitors through their core value proposition before delving into the specifics of how they achieve these results. It’s a smart layout for attracting potential clients who are often pressed for time and need to quickly grasp the benefits. Taobao.com Review

Core Services and How Set2close.io Helps You Scale

Set2close.io outlines several key areas where they assist businesses, all geared towards a holistic approach to revenue growth.

They highlight the importance of integrating revenue systems, sales tech, and modern growth marketing to avoid silos, which is a common pain point for many organizations.

Their “How We Help You Scale!” section breaks down their approach into distinct service pillars, providing clarity on their operational model.

CRM Solution: HubSpot Migrations, Implementations, and Optimizations

This is a cornerstone of their offering.

Many businesses struggle with making the most of their CRM. Set2close.io steps in to: Lifesuny.com Review

• Seamlessly transition from Salesforce to HubSpot: This is a complex undertaking that requires meticulous planning and execution. Their testimonials explicitly mention successful migrations, indicating their proficiency in this area.
• HubSpot implementation and optimization: Beyond just moving data, they focus on ensuring HubSpot is configured to maximize its full potential for a client’s specific needs. This includes setting up lists, dependencies, and fine-tuning the platform for optimal performance.
• User training: A significant aspect of any successful CRM implementation is user adoption. Set2close.io mentions providing “user training throughout projects and on-demand education in our RevOps Academy,” which addresses a common challenge in tech adoption.

Fractional RevOps: End-to-End Revenue System Design and Implementation

Fractional RevOps is a strategic offering designed for businesses that need expert revenue operations leadership without the commitment and cost of a full-time hire.

This model allows companies to access high-level strategic guidance and execution on an as-needed basis. Their focus here is on:

• System design: Crafting robust revenue systems that unify customer relationship management tools.
• Data flow: Ensuring a real-time flow of data across sales and marketing teams, leading to better alignment and efficiency.
• Process documentation: Crucial for maintaining consistency and scalability within sales and marketing operations.

RevTech Efficiency: Integrating Sales Systems, Technology, and AI

Set2close.io emphasizes their ability to integrate various sales systems and technologies, including AI. This involves:

• State-of-the-art sales automations: Implementing tools that automate repetitive tasks, freeing up sales teams to focus on high-value activities.
• Lead generation management: Streamlining the process of acquiring and nurturing leads.
• Tech stack for sales success: Advising on and implementing the right combination of tools to support sales objectives.
• Custom AI sales agents: A forward-thinking service that suggests they are at the forefront of leveraging artificial intelligence for sales processes.

Development: From Automated Email Campaigns to Custom AI Sales Agents

This service highlights their capability to build and implement specific tools and campaigns.

It’s not just about strategizing, but about getting hands-on with the execution. This includes: Hancockseed.com Review

• Automated email campaigns: Designing and implementing sequences for nurturing leads and engaging customers.
• Custom AI sales agents: This is a particularly interesting offering, indicating a push towards cutting-edge solutions for prospect research and other sales tasks.

Training: User Training and On-Demand Education

The success of any new system or process hinges on how well the team adopts it. Set2close.io addresses this by offering:

• Comprehensive user training: Throughout project implementation, ensuring teams are proficient with new tools and processes.
• RevOps Academy: Providing on-demand educational resources, which implies a commitment to continuous learning and support for their clients.

Set2close.io Pros & Cons

Like any service provider, Set2close.io has its strengths and potential areas for consideration.

Pros:

• Strong HubSpot Expertise: Evident through numerous testimonials specifically praising their HubSpot onboarding, migration, and optimization services. Being a HubSpot Elite Partner further solidifies this.
• Results-Oriented Approach: The website emphasizes “predictable revenue systems” and showcases significant ARR growth for clients, indicating a focus on measurable outcomes.
• Comprehensive RevOps Services: They cover the full spectrum from strategy and process documentation to tech implementation and team training, offering an all-in-one solution.
• Positive Client Testimonials: A wealth of detailed feedback from satisfied clients builds strong social proof and trust.
• Fractional Model: The fractional RevOps model is highly beneficial for B2B companies that need expert guidance without the overhead of a full-time executive.
• Emphasis on Training and Adoption: Their RevOps Academy and user training highlight a commitment to ensuring clients can effectively use the implemented systems.
• AI Integration: The mention of custom AI sales agents shows a forward-thinking approach to leveraging new technologies for sales efficiency.
• Fast Implementation: They claim their average sales program takes 3 months to implement, indicating a commitment to speed and efficiency, which is crucial for businesses.

Cons:

• Lack of Transparent Pricing: The website does not provide any public-facing pricing plans or estimates. While common for bespoke consulting services, this can be a barrier for potential clients seeking quick budget assessments. Clients need to “Talk To Us Now!” to get a quote, which adds a step to the evaluation process.
• Specific Niche Focus HubSpot: While their HubSpot expertise is a strength, companies not using or planning to use HubSpot might find their services less relevant or might need to inquire about their capabilities with other CRMs. The website heavily leans into HubSpot as their primary platform.
• Limited Public Information on CEO/Leadership Team: While the website mentions “Jordan & set2close” and client testimonials reference “Orrin” and “Kyle,” a dedicated “About Us” page detailing the leadership team’s background and expertise would further build confidence. This is a minor point but can contribute to transparency.

Set2close.io Pricing

As noted in the “Cons” section, Set2close.io does not publish explicit pricing structures on its homepage.

The website states, “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.” This indicates a flexible pricing model, which is typical for consulting and fractional services. Saunabox.com Review

To obtain specific pricing, potential clients would need to:

1. Book a Discovery Call: This is the first step in their “three easy steps” to getting started. During this call, they aim to understand the company’s needs.
2. Sales Audit: Following the discovery call, they offer a “free look under the hood” with zero obligation. This audit would likely inform their proposed solutions and associated costs.
3. Proposal: Based on the audit, their team crafts a step-by-step outline with a customized proposal, which would include the pricing.

This approach ensures that pricing is tailored to the specific scope, complexity, and duration of each project, rather than a one-size-fits-all model.

However, it requires a commitment of time from potential clients before receiving any cost estimates.

The Set2close.io Sales Formula Process

Set2close.io details a five-step “Sales Formula Process” that guides their engagements, showcasing a structured and methodical approach to client success.

This process is designed to be comprehensive, moving from high-level strategy to ongoing optimization and team development. Teamprostandard.com Review

Step 1: Strategy and Process Development

This initial phase is critical for laying the groundwork.

Set2close.io focuses on understanding the client’s current sales environment, identifying inefficiencies, and designing optimized processes. This involves:

• Optimizing process inefficiencies: Streamlining workflows to eliminate bottlenecks.
• Targeting/prospecting and messaging: Refining who to target and how to communicate with them to maximize conversions.
• Under Utilized Processes: Identifying and implementing top sales processes used by leading competitors.

Step 2: CRM Build Out and Tech Implementation

Once the strategy is defined, the focus shifts to the technological infrastructure.

This step is about putting the systems in place that will support the new processes. Key activities include:

• HubSpot migrations, implementations, and optimizations: As a core offering, this ensures the CRM is set up correctly and fully leveraged.
• Implementing top technology stacks: Selecting and integrating tools that fit the client’s budget and are easy to use, while delivering tangible results.
• Modernizing Sales Technology: Streamlining sales processes with powerful platforms to increase efficiency and reduce headcount turnover.

Step 3: Demand Generation and Sales Centric Marketing

This step focuses on filling the sales pipeline with high-quality leads and ensuring marketing efforts are aligned with sales objectives. Fishusa.com Review

• Inbound Marketing Campaigns: Designing campaigns to attract ideal customers.
• Account-Based Marketing ABM: Crafting meticulous campaigns to target high-value accounts for maximized cost-effectiveness and lead quality.
• Sales Marketing Alignment: Bridging the gap between marketing and sales teams for seamless collaboration and shared goals.

Step 4: Team Coaching and Fractional Management

Set2close.io doesn’t just implement systems.

They also focus on developing the people using them. This includes:

• Creating a sales structure: Establishing clear roles and responsibilities within the sales team.
• Coaching and recruitment: Providing ongoing coaching to enhance individual and team performance, and assisting in recruiting essential sales talent.
• Fostering Innovation: Equipping teams with the best tools and passing on learning and innovation to clients.

Step 5: Recruitment and Team Optimization

The final step in their process is about ensuring long-term success through sustained team performance and growth. This involves:

• Ongoing team development: Continuously refining skills and optimizing team performance.
• Scaling the sales team: Assisting with recruitment to build a robust and high-performing sales organization.
• Supercharging Performance: Their goal is to help clients achieve significant revenue increases, citing examples of “as much as 40X revenue” after implementing their sales processes.

Set2close.io vs. Competitors

When evaluating Set2close.io against its competitors, it’s essential to consider the specific niche and service model it occupies.

While large consulting firms like Accenture or Deloitte offer similar services on a grander scale, Set2close.io appears to target mid-market B2B companies looking for a more specialized and hands-on approach, particularly within the HubSpot ecosystem. Abbycart.com Review

• Compared to Large Consulting Firms e.g., Accenture, Deloitte, KPMG:

  • Pros of Set2close.io: Likely more agile, potentially more cost-effective for mid-sized projects, highly specialized in HubSpot. Their “do-or-die” approach suggests a more direct and implementation-focused partnership rather than just high-level strategic advice.
  • Cons of Set2close.io: May lack the sheer breadth of services, global reach, and deep industry-specific research capabilities of the larger firms. Large firms can also deploy massive teams for complex, multi-year transformations.

• Compared to General Digital Marketing Agencies e.g., Wpromote:

  • Pros of Set2close.io: Stronger emphasis on RevOps and sales process optimization beyond just lead generation. Their focus on CRM build-outs and sales team development provides a more holistic revenue growth strategy.
  • Cons of Set2close.io: Some general agencies might offer a broader range of digital marketing services e.g., SEO, PPC that Set2close.io might not specialize in as deeply, though they do mention “Search Engine Optimization” in a testimonial context.

• Compared to Niche HubSpot Agencies:

  • Pros of Set2close.io: Their “Elite Partner” status and extensive testimonials suggest a very high level of HubSpot expertise. Their fractional RevOps model is a distinct differentiator, offering strategic leadership.

Overall, Set2close.io carves out a strong position by combining HubSpot expertise with a comprehensive RevOps and sales acceleration framework, delivered in a fractional capacity.

Their promise of speed, efficiency, and accuracy “average sales program takes 3 months to implement” is a compelling selling point for businesses seeking rapid, tangible results. Seturhealth.com Review

How to Cancel Set2close.io Subscription Hypothetical

Since Set2close.io operates on a project-based or “hourly sprints” model rather than a traditional subscription, the concept of “cancelling a subscription” in the typical sense doesn’t directly apply based on the information provided on their homepage.

Their services are engaged through custom payment plans and project agreements.

To terminate services or disengage from a project with Set2close.io, a client would likely need to:

1. Review the Service Agreement/Contract: Any engagement with a consulting firm like Set2close.io would involve a formal contract. This document would outline the terms of service, project milestones, payment schedules, and crucially, the termination clauses. It would specify notice periods, potential penalties for early termination, and how intellectual property or work in progress would be handled.
2. Contact Your Dedicated Project Manager/Account Representative: The most direct and professional way to discuss ending services would be to communicate with your primary contact at Set2close.io. They can guide you through the process, discuss outstanding deliverables, and clarify any contractual obligations.
3. Formal Written Notice: Depending on the contract, a formal written notice e.g., email or letter might be required to officially terminate the agreement, adhering to any specified notice periods.

For services like their “RevOps Academy” if it involves a recurring access fee, the cancellation process would typically be managed through an online portal or by contacting their support team directly. However, the homepage doesn’t detail this.

Important Note: Before engaging with any service provider, especially for significant business transformations, it’s paramount to thoroughly read and understand all contractual terms, particularly those related to termination and payment. Comeforcure.com Review

How to Cancel Set2close.io Free Trial Hypothetical

Based on the information available on the Set2close.io homepage, there is no mention of a traditional “free trial” for their core services.

They offer a “Sales Audit” as “a free look under the hood of your organization from world class experts with zero obligation.” This is more akin to a free consultation or assessment rather than a trial of a software or service.

Since this audit is explicitly stated as having “zero obligation,” there wouldn’t be a formal “cancellation” process associated with it.

If a business opts for the free sales audit and decides not to proceed with a paid engagement, no action would typically be required to “cancel” the audit itself.

The audit simply serves as a diagnostic step before a proposal is presented. Lapa.shop Review

If Set2close.io were to introduce a free trial for a specific product or online academy access in the future, the cancellation process would likely involve:

1. Accessing your account settings: Most digital free trials allow users to cancel directly from their dashboard.
2. Contacting support: If an online cancellation option isn’t available, reaching out to their customer support team would be the next step.

However, as it stands, their current “free” offering is a consultation, not a trial requiring a cancellation.

FAQ

What is Set2close.io?

Set2close.io is a HubSpot and revenue growth partner that offers fractional RevOps as a service to B2B companies.

They specialize in creating predictable revenue systems, optimizing HubSpot, and providing marketing operations support to scale business growth. Veeps.com Review

What services does Set2close.io provide?

Set2close.io provides a range of services including HubSpot migrations, implementations, and optimizations, fractional RevOps for end-to-end revenue system design, RevTech efficiency through integrating sales systems and AI, custom development like AI sales agents, and comprehensive user training through their RevOps Academy.

Who is the target audience for Set2close.io?

Set2close.io primarily targets B2B companies across various industries, including distribution, manufacturing, SaaS, and professional services, that are looking to streamline their sales, marketing, and customer success operations to achieve scalable and predictable revenue growth.

Does Set2close.io offer a free trial?

No, Set2close.io does not offer a traditional free trial for its services.

Instead, they provide a “Sales Audit” as a free, no-obligation assessment to understand a potential client’s organizational needs before proposing a tailored solution.

How is Set2close.io priced?

Set2close.io utilizes custom payment plans tailored to individual client needs. Atsg-golf.com Review

They can work on an hourly sprint basis or by project, aiming to make their expenses as feasible as possible for the client’s organization.

Specific pricing details require a direct consultation and proposal.

What is Fractional RevOps as offered by Set2close.io?

Fractional RevOps is a service provided by Set2close.io where expert, on-demand support is offered to optimize sales, marketing, and revenue processes.

This allows businesses to drive sustainable growth and efficiency without the need for a full-time hire, ideal for scaling businesses and project-based needs.

How long do Set2close.io projects typically last?

Set2close.io states that their standard projects typically range from 3 to 6 months. Moda-kildare.com Review

Project times can extend longer if required by the client’s team, especially if more time is needed to adapt to changes or produce deliverables.

They also mention their average sales program takes 3 months to implement.

What kind of results can I expect from working with Set2close.io?

Set2close.io aims to increase revenue for companies by focusing on three key factors: sales efficiency to increase booking to close rates, team collaboration and individual skill development for increased performance/output, and advanced sales processes that prioritize the buyer for more effective closing rates. Some clients have reportedly seen as much as 40X revenue increase.

Does Set2close.io work with CRMs other than HubSpot?

While Set2close.io heavily emphasizes its expertise as a HubSpot Elite Partner, including Salesforce to HubSpot migrations, the website’s primary focus is on HubSpot optimization.

It is best to inquire directly about their capabilities with other CRM platforms. Theeyeology.com Review

What is the “Sales Formula Process” at Set2close.io?

The “Sales Formula Process” is a five-step methodology used by Set2close.io: 1 Strategy and process development, 2 CRM build out and tech implementation, 3 Demand generation and sales-centric marketing, 4 Team coaching and fractional management, and 5 Recruitment and team optimization.

Does Set2close.io provide training?

Yes, Set2close.io provides user training throughout projects and offers on-demand education through their “RevOps Academy” to ensure clients can effectively utilize the implemented systems and processes.

Can Set2close.io help with lead generation?

Yes, Set2close.io focuses on demand generation and sales-centric marketing, including inbound marketing campaigns and Account-Based Marketing ABM strategies, to fill the sales pipeline with high-quality leads.

Do they develop AI sales tools?

Yes, Set2close.io develops custom AI sales agents and also has some pre-built agents for tasks such as prospect research and job application scoring.

How quickly does Set2close.io implement its programs?

Set2close.io emphasizes speed and efficiency, stating that their average sales program takes 3 months to implement.

They aim to move fast, efficiently, and accurately to deliver results.

Are there testimonials available for Set2close.io’s services?

Yes, the Set2close.io homepage features numerous detailed testimonials from various clients praising their work in HubSpot onboarding, CRM implementation, sales coaching, and overall revenue growth. They also link to Clutch for more reviews.

What are the main problems Set2close.io aims to solve for businesses?

Set2close.io aims to solve common business problems such as low conversion rates, outdated systems, underutilized processes, team flux by creating robust sales structures and culture, and the need to modernize sales technology and supercharge performance.

Is Set2close.io suitable for small businesses?

While they work with B2B companies of varying sizes, their services, being custom and often project-based, might be more geared towards mid-sized businesses or larger enterprises that can invest in comprehensive RevOps and CRM optimization.

Small businesses would need to assess the cost-benefit for their specific scale.

How do I get started with Set2close.io?

To get started with Set2close.io, you typically follow three steps: 1 Book a Discovery Call to discuss your company’s needs, 2 Receive a free Sales Audit for an in-depth organizational assessment, and 3 Obtain a custom Proposal outlining the strategy and expected results.

What is Account-Based Marketing ABM as practiced by Set2close.io?

Set2close.io defines ABM as a strategic approach to B2B marketing where they target high-value accounts with personalized campaigns.

Instead of broad outreach, ABM focuses on specific accounts, creating tailored content and messaging to engage key decision-makers and drive higher conversion rates.

What is Set2close.io’s stance on ethical business practices?

While the website itself promotes services that are inherently neutral and can be used for ethical business growth, it does not explicitly state any vetting process for clients’ business practices.

As with any B2B service, it is the responsibility of the client to ensure their underlying business operations align with ethical and, for Muslim clients, Islamic principles.