Based on looking at the website, Set2close.io appears to be a legitimate B2B revenue operations and sales growth partner.

They specialize in HubSpot optimization, CRM solutions, and fractional RevOps services designed to help businesses scale their growth, enhance sales efficiency, and streamline marketing operations.

The site showcases numerous client testimonials highlighting successful HubSpot migrations, CRM implementations, sales coaching, and overall business growth, with reported ARR increases for clients.

Their services focus on integrating sales, marketing, and technology to create predictable revenue systems for B2B companies globally.

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.

Table of Contents

Set2close.io Review & First Look

When you first land on Set2close.io, it’s clear they mean business – specifically, B2B business.

The website immediately positions itself as a “HubSpot & Revenue Growth Partner,” emphasizing “Fractional RevOps as a Service.” This isn’t just about tweaking a few settings.

It’s about a comprehensive overhaul of your revenue-generating systems.

Their approach seems to be rooted in practical, actionable strategies rather than just high-level consulting.

They aim to unify CRM tools, provide real-time data flow, and implement state-of-the-art sales automations.

Initial Impressions on Transparency and Expertise

The site immediately highlights client success stories, which is a strong indicator of their perceived value. Testimonials from companies like Biocybernaut Institute and individuals such as Kien Tran and Bob Ale-Ebrahim speak to significant ARR growth e.g., 40% increase to $6 Million in 8 months reported by one client and seamless transitions between CRM platforms. This upfront social proof suggests a focus on tangible results. They position themselves as “do-or-die revenue operations & sales experts,” implying a hands-on, implementation-focused approach rather than just strategic advice. They state, “Unlike consultants, we strategize, implement and coach your team,” which is a key differentiator for businesses looking for more than just a plan.

Services Offered at a Glance

The services detailed on the homepage cover a broad spectrum of revenue operations needs. They include:

CRM Solution: Specializing in HubSpot migrations, implementations, and optimizations.
Fractional RevOps: End-to-end revenue system design and implementation.
RevTech: Efficiency through integrating sales systems, technology, and AI.
Development: From automated email campaigns to custom AI sales agents.
Training: User training throughout projects and on-demand education via their “RevOps Academy.”

This comprehensive suite indicates that Set2close.io targets businesses looking for a holistic solution to their sales and marketing alignment challenges.

Set2close.io Features

Set2close.io offers a robust set of features designed to optimize B2B revenue operations and sales performance. Spares2go.co.uk Reviews

Their core strength lies in their ability to integrate various sales, marketing, and customer success functions, largely leveraging the HubSpot ecosystem.

Comprehensive Revenue Systems Integration

One of the standout features is their focus on unifying customer relationship management CRM tools.

They promise to provide a “real-time flow of data across your sales and marketing teams.” This integration is crucial for eliminating silos and ensuring that everyone from sales to marketing is operating with the same, up-to-date information. Specific elements mentioned include:

Sales, Marketing & Technology Alignment: Ensuring these three pillars work seamlessly to scale business growth.
HubSpot Optimization: As a HubSpot Elite Partner, they specialize in maximizing the platform’s capabilities for clients. This includes not just onboarding but continuous optimization.

Advanced Sales Automation and Lead Generation

Set2close.io emphasizes state-of-the-art sales automations and lead generation management.

This is about building efficient pipelines and converting prospects more effectively. Key components mentioned are:

Lead Scoring Mechanism: Helping businesses identify and prioritize high-potential leads.
Sales Pipeline Modeling: Designing effective sales funnels for predictable revenue.
Lead Intake and Routing: Automating the process of capturing and assigning leads to the right team members.
Revenue Attribution Model: Understanding which efforts are truly driving revenue.

AI Development and RevTech Solutions

Beyond standard CRM and automation, Set2close.io ventures into advanced technological solutions, including AI.

This highlights a forward-thinking approach to sales efficiency. They mention:

Custom AI Sales Agents: Developing AI tools for tasks like prospect research and job application scoring. This indicates a willingness to leverage cutting-edge technology to give clients a competitive edge.
Product & 3rd Party Integration: Ensuring that various tools and platforms can communicate effectively, creating a cohesive technology stack for sales success.

Process Documentation and Training

A critical, often overlooked aspect of operational efficiency is clear process documentation and ongoing training. Set2close.io addresses this directly:

RevOps Process Documentation: Standardizing workflows to ensure consistency and scalability.
User Training: Providing both initial project-based training and on-demand education through their “RevOps Academy.” This commitment to empowering users is vital for long-term success, as even the best systems falter without proper user adoption.

Set2close.io Pros & Cons

Like any service, Set2close.io presents a unique set of advantages and potential considerations for businesses looking to enhance their revenue operations. Ecomdegreeuniversity.com Reviews

Understanding these can help determine if their offering aligns with your specific needs.

The Upsides Pros

Set2close.io appears to offer several compelling benefits, particularly for B2B companies struggling with sales and marketing alignment.

Deep HubSpot Expertise: As a “HubSpot Elite Partner,” they possess high-level knowledge and experience with the platform. This is critical for businesses that rely heavily on HubSpot or are looking to migrate to it. Their client testimonials frequently praise their seamless HubSpot onboarding and optimization.
Fractional RevOps Model: This “as-a-service” model means businesses can access expert revenue operations support without the overhead of a full-time hire. This is cost-effective and scalable, allowing companies to tap into specialized skills only when needed.
Focus on Measurable Results: The website prominently features client testimonials touting significant ARR Annual Recurring Revenue increases, such as 40% growth in 8 months for one client. This emphasis on tangible outcomes suggests a results-driven approach.
Comprehensive Service Offering: They cover everything from CRM implementation and migration to sales program strategy, AI development, and ongoing training. This all-in-one approach can simplify vendor management for businesses seeking holistic solutions.
Hands-on Implementation: Unlike some consultants who only provide strategies, Set2close.io states they “strategize, implement and coach your team.” This hands-on involvement can accelerate adoption and ensure that recommended changes are actually put into practice.
Positive Client Testimonials: The sheer volume and specificity of positive reviews on their site, including detailed accounts of improved efficiency, communication, and revenue, lend credibility to their claims. For example, one client noted, “Very helpful and always on time,” and another appreciated the “clear, thorough, and responsive support.”

Potential Considerations Cons

While the pros are substantial, there are always areas that potential clients should consider.

Pricing Transparency: The website states, “We have custom payment plans available to suit your needs. We can work in hourly sprints, or by project.” While flexibility is good, the lack of general pricing tiers or estimated costs upfront might require potential clients to engage in a discovery call before understanding the investment required. This can be a barrier for some businesses doing initial research.
HubSpot Centricity: While their HubSpot expertise is a strength, it could be a limitation for businesses deeply invested in other CRM platforms e.g., Salesforce, Zoho CRM that are not looking to migrate to HubSpot. While they mention Salesforce to HubSpot migrations, their primary focus clearly leans towards HubSpot.
Project Duration: They state typical projects range from “3-6 months,” with some extending longer. While this is reasonable for comprehensive RevOps overhauls, businesses seeking very quick fixes might find this timeline substantial. It implies a commitment to a deep, integrated solution rather than superficial changes.
Fit for Smaller Businesses: While fractional services aim for flexibility, the complexity and depth of their offerings might still be more suited for established B2B companies with existing revenue operations challenges, rather than very early-stage startups with minimal infrastructure. However, their onboarding services suggest they can help businesses new to HubSpot.

Set2close.io Alternatives

When considering a partner for revenue operations and HubSpot optimization, Set2close.io is certainly a strong contender, but it’s wise to explore alternatives to ensure the best fit for your specific business needs and budget.

The market for RevOps and HubSpot agencies is competitive, with various firms offering specialized services.

Other Prominent HubSpot & RevOps Agencies

Many agencies specialize in HubSpot and broader revenue operations.

Here are a few categories and examples of what you might find:

HubSpot Diamond/Elite Partners: Lcwwgroup.com Reviews
- Remotish: Known for their fractional RevOps and HubSpot support, often praised for their proactive approach and deep technical expertise. They offer similar services in terms of optimizing HubSpot workflows and automating processes.
- Growth Labs: Focuses on inbound marketing, sales enablement, and HubSpot implementation, often working with mid-market to enterprise clients to scale their revenue.
- Impact: A well-known agency providing comprehensive inbound marketing, sales, and RevOps services, with a strong emphasis on content strategy and lead generation within the HubSpot ecosystem.
CRM Implementation & Consulting Firms:
- Slalom: A large consulting firm that offers broad digital transformation services, including CRM strategy and implementation across various platforms, not just HubSpot. They can be a good choice for larger enterprises needing custom solutions beyond a single platform.
- Accenture / Deloitte Digital: For very large organizations, these global consulting giants offer extensive CRM implementation and RevOps consulting, though their services often come with a higher price tag and a more traditional consulting approach.
Specialized RevOps Consultancies:
- Many smaller, boutique firms focus purely on RevOps strategy and implementation, often bringing deep expertise in specific industries or tech stacks. These might offer a more tailored, hands-on experience similar to Set2close.io but could have a narrower focus.

Key Differentiators to Consider When Comparing

When evaluating Set2close.io against other alternatives, consider the following factors:

HubSpot Specificity vs. Multi-CRM: If your business is solely committed to HubSpot, Set2close.io’s elite partner status is a significant advantage. If you use multiple CRMs or are open to switching platforms, a more agnostic consultancy might be better.
Fractional vs. Project-Based vs. Retainer: Set2close.io highlights its “Fractional RevOps as a Service.” Other agencies might primarily work on fixed-scope projects or long-term retainers. Your preference for engagement model will play a role.
Industry Specialization: Some agencies specialize in specific B2B industries e.g., SaaS, manufacturing, professional services. While Set2close.io mentions working across various B2B sectors, an agency with direct experience in your niche might offer more tailored insights.
Emphasis on Training & Enablement: Set2close.io mentions a “RevOps Academy” and user training. Not all agencies prioritize internal team enablement to the same degree. If empowering your internal team is crucial, confirm how alternatives support this.
AI & Advanced Tech Integration: Set2close.io’s foray into custom AI sales agents is a modern offering. If leveraging cutting-edge AI for sales is a priority, ensure alternatives have similar capabilities or a roadmap for developing them.

Ultimately, the “best” alternative depends on your organization’s specific needs, budget, existing tech stack, and long-term growth objectives.

It’s recommended to conduct discovery calls with 2-3 top contenders to compare their approach, pricing, and client success stories directly.

Set2close.io Pricing

Based on the information available on the Set2close.io website, the pricing structure for their services is not explicitly detailed with fixed packages or tiers. Instead, they operate on a customized model.

Custom Payment Plans and Flexible Engagement

The “Frequent Questions” section of their homepage directly addresses pricing, stating:

“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.”

This indicates a flexible approach designed to accommodate varying client requirements and budgets. Key takeaways from this statement are: Randstad.it Reviews

Customization: Pricing is tailored to the specific needs of each client and the scope of the project. This means the cost for a HubSpot migration will likely differ significantly from a full-scale fractional RevOps engagement or the development of custom AI tools.
Engagement Models: They offer two primary engagement models:
- Hourly Sprints: Suggests a more agile approach, potentially for smaller, iterative tasks or ongoing support where precise project scope might evolve.
- Per Project: Ideal for clearly defined initiatives with a set scope and deliverables, such as a CRM build-out or a specific marketing campaign.
Feasibility Focus: Their stated “priority to make our expenses as feasible as possible for your organization” suggests a client-centric approach to pricing, aiming to find a solution that works within a client’s financial constraints.

How to Get a Quote

Given the custom nature of their pricing, the process for obtaining a quote is straightforward:

Book a Discovery Call: The website explicitly states, “Book a Discovery Call” as the first step in their engagement process. This initial call is designed to “Discover how we can deliver supercharged results for your company.”
Sales Audit: Following the discovery call, they offer a “Sales Audit” which is a “free look under the hood of your organization from world-class experts with zero obligation.” This step is crucial for them to understand your current systems, challenges, and goals.
Proposal: The final step before engagement is receiving a “Proposal” where their team will “craft a step by step outline that will propel you towards your business goals.” This proposal would undoubtedly include the detailed pricing for the recommended services.

In essence, Set2close.io’s pricing is not off-the-shelf.

It requires a direct consultation and assessment of your business’s specific needs to provide an accurate, tailored quote.

This approach allows them to align their services and costs precisely with the value they expect to deliver.

How to Work with Set2close.io

Engaging with Set2close.io to leverage their revenue operations and HubSpot expertise follows a clear, structured process outlined on their website.

It’s designed to ensure alignment between their services and your business objectives from the outset.

The Sales Formula Process: A 5-Step Approach

Set2close.io details their engagement model as “The Sales Formula Process,” which consists of five distinct steps:

Strategy and Process Development: This initial phase is about understanding your current state, identifying bottlenecks, and defining the strategic roadmap. It likely involves in-depth discussions about your sales goals, marketing efforts, and existing operational challenges. This is where they diagnose the “problems” they aim to solve, such as “low conversion rates,” “outdated systems,” or “underutilized processes.”
CRM Build Out and Tech Implementation: Once the strategy is set, this step focuses on the practical application. This is where they would perform HubSpot migrations, implement new CRM functionalities, integrate third-party tools, and build out the technological infrastructure needed to support the defined processes. This might involve setting up automations, lead scoring, and reporting dashboards.
Demand Generation and Sales-Centric Marketing: This phase is about filling your sales pipeline. It encompasses implementing inbound marketing campaigns, developing account-based marketing ABM strategies, and ensuring that marketing efforts are closely aligned with sales objectives to generate high-quality leads.
Team Coaching and Fractional Management: Beyond technology, Set2close.io emphasizes human capital. This step involves providing ongoing coaching to your sales and marketing teams, helping them adapt to new processes and tools. Their “Fractional RevOps” service also falls here, providing continuous expert oversight and management without the need for a full-time hire.
Recruitment and Team Optimization: For businesses looking to scale their teams, this final step focuses on building a “rock solid culture” by assisting with recruitment of sales talent and optimizing team performance. This ensures that the right people are in place and performing at their highest levels, supporting the newly optimized systems.

Getting Started: From Discovery to Proposal

The website outlines three initial steps for prospective clients to begin their journey with Set2close.io: Greyhound.ie Reviews

01 Book a Discovery Call: This is the essential first point of contact. During this call, you would discuss your business challenges and goals, allowing Set2close.io to understand how their services might fit. This is the opportunity to ask initial questions and gauge compatibility.
02 Sales Audit: Following the discovery call, Set2close.io offers a “free look under the hood of your organization from world-class experts with zero obligation.” This audit is crucial for them to conduct a deeper dive into your current sales processes, CRM setup, and overall revenue operations, identifying specific areas for improvement.
03 Proposal: After the audit, their team will “craft a step by step outline that will propel you towards your business goals.” This comprehensive proposal would detail the recommended services, project scope, estimated timelines, and customized pricing based on the audit findings.

By following this structured approach, Set2close.io aims to provide a tailored solution that directly addresses a client’s specific pain points and objectives, moving efficiently from initial assessment to strategic implementation and ongoing optimization.

Set2close.io Case Studies & Client Success

Set2close.io prominently features client testimonials and a case study on their website, providing tangible evidence of their impact on B2B companies.

These examples highlight their ability to drive significant revenue growth, streamline operations, and facilitate smooth transitions between CRM platforms.

Novamen Case Study: 40% Revenue Increase

The most detailed success story presented is a Case Study with Novamen, titled “Modernization of Sales Program Leads to 40% Increase in Revenue in 10 Months.” While the full case study requires clicking a link to “Read Case Study,” the headline alone serves as a powerful indicator of their potential impact. A 40% increase in Annual Recurring Revenue ARR within a 10-month timeframe is a substantial achievement for any B2B business, underscoring Set2close.io’s effectiveness in implementing sales program modernizations. This suggests a comprehensive approach that likely involved optimizing sales processes, leveraging technology, and perhaps improving team performance.

Client Testimonials: A Chorus of Praise

Beyond the specific case study, the Set2close.io website is replete with numerous testimonials from a diverse range of clients.

These reviews offer qualitative insights into their working relationships and the benefits experienced. Common themes across these testimonials include:

Significant Revenue Growth: Kien Tran’s testimonial stands out, stating, “We’ve grown our ARR 40% to $6 Million in our first 8 months working with them!” This reiterates the revenue-driving capability seen in the Novamen case study. Theo Koffas also mentions that Set2close.io helped him “increase my opportunities to bid on and win new jobs and build a team to perform at the highest levels.”
Seamless HubSpot Transitions & Onboarding: Many clients, such as Bob Ale-Ebrahim and J. Durham, praise Set2close.io for their expertise in migrating from other CRMs like Salesforce to HubSpot and for providing excellent onboarding experiences. J. Durham specifically noted, “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.”
Expert Guidance and Coaching: Clients like A. Belasco, D. Cramer, and M. McComb highlight the team’s knowledge, strategic advice, and effective coaching. A. Belasco stated, “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.”
Responsive and Professional Communication: Several reviews mention the team’s strong communication, responsiveness, and professionalism. D. Pearson noted, “Set 2 Close was very quick in responding, working with our schedules, and assisting in getting our pilot team started in our HubSpot instance.”
Tailored Solutions and Deep Understanding: Clients appreciate that Set2close.io takes the time to understand their specific business needs. J. Lopez highlighted that Kyle from Set2close.io had “deep knowledge of the HubSpot platform made a significant difference in tailoring a customized CRM specifically for my business needs.”
Long-Term Partnership: Kien Tran’s second testimonial mentions, “We have been working with Set2Close for the last 2 years and they have been a key factor in our growth,” indicating successful, ongoing client relationships.

Trust Indicators from Third-Party Platforms

The website also references Clutch, a popular B2B ratings and reviews platform, stating “A top-ranked sales company in Canada” with links to “View More On Clutch.” This external validation from a reputable review site further reinforces the credibility of their client success stories, as Clutch reviews are verified and typically more in-depth.

The snippets from Clutch reviews like “Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible” and “They were honest, professional, and full of energy and integrity” provide further qualitative insights into their operational excellence.

Collectively, the case study and numerous testimonials paint a picture of a service provider capable of delivering substantial and measurable improvements in revenue operations for their B2B clients. Honyguz.us Reviews

Set2close.io vs. Competitors

While direct comparisons requires into specific proposals, we can analyze general differentiators.

Set2close.io’s Core Differentiators

Based on their website, Set2close.io emphasizes several key areas that set them apart:

HubSpot Elite Partnership: This is a top-tier certification from HubSpot, indicating a high level of expertise, client success, and technical proficiency with the platform. Many agencies are HubSpot partners, but only a select few reach the “Elite” level. This implies a deeper understanding of advanced features and best practices within HubSpot.
Fractional RevOps as a Service: They explicitly highlight this model, offering expert revenue operations support without the need for a full-time hire. This contrasts with traditional consulting which might provide a strategy but not implementation or hiring full-time RevOps staff which comes with higher fixed costs and recruitment challenges. This model is particularly appealing to growing B2B companies that need high-level expertise but aren’t ready for a dedicated internal team.
“Do-or-Die” Implementation Mentality: They state, “We are not just consultants, but a team built of do-or-die revenue operations & sales experts. Unlike consultants we strategize, implement and coach your team.” This suggests a hands-on, results-oriented approach where they are deeply involved in executing the strategies they propose. Many competitors might offer strategy or implementation, but fewer promise a seamless blend.
AI Development Capabilities: Their mention of developing “custom AI sales agents” and having “pre-built agents for prospect research, job application scoring” positions them at the forefront of sales technology. Not all RevOps agencies have strong AI development capabilities, making this a modern differentiator.
Integrated Sales Formula Process: Their five-step process Strategy, CRM/Tech, Demand Gen/Marketing, Coaching/Fractional Management, Recruitment/Optimization suggests a holistic approach that covers the entire sales and marketing lifecycle, rather than just isolated components.

How They Compare to General RevOps Consultancies

Focus: Many RevOps consultancies might be platform-agnostic, working with Salesforce, Zoho, Microsoft Dynamics, etc., in addition to HubSpot. Set2close.io clearly has a strong, if not primary, focus on HubSpot. This is a strength if you’re a HubSpot user, but a potential limitation if you’re on a different CRM or exploring options.
Scale: Some large consultancies e.g., Slalom, Accenture might offer broader digital transformation services suitable for massive enterprises, often with a more traditional consulting engagement model and higher price points. Set2close.io seems more focused on the B2B SME Small and Medium-sized Enterprise to mid-market segment, where their fractional model provides significant value.
Specialization: While Set2close.io is specialized in RevOps and HubSpot, some boutique firms might specialize even further e.g., RevOps for SaaS only, or only focused on specific marketing automation platforms. Set2close.io’s broad B2B client base suggests a versatile application of their methods.

How They Compare to Other HubSpot Agencies

Tier Status: Set2close.io’s “Elite Partner” status immediately sets them apart from many “Gold” or “Platinum” partners. This signifies a higher volume of successful HubSpot projects, extensive knowledge, and often direct access to HubSpot resources.
Scope of Services: While many HubSpot agencies handle implementation and inbound marketing, Set2close.io’s explicit emphasis on “Fractional RevOps,” “AI development,” and “recruitment/team optimization” might offer a more comprehensive solution than agencies focused purely on marketing or sales enablement within HubSpot.
Client Results & Testimonials: The strong, quantifiable client testimonials e.g., 40% ARR growth and external validation via Clutch are powerful indicators that not all agencies can showcase with the same consistency. This social proof is a significant competitive advantage.

In summary, Set2close.io appears to carve out a niche by combining top-tier HubSpot expertise with a flexible fractional RevOps model, a hands-on implementation approach, and a forward-looking embrace of AI in sales.

This blend makes them a strong contender, particularly for B2B companies seeking a dedicated, results-oriented partner within the HubSpot ecosystem.

How to Cancel Set2close.io Subscription Hypothetical

Based on the information available on the Set2close.io website, there is no explicit mention of a “subscription” service in the typical sense that a user would individually subscribe to and then need to cancel, like a SaaS product.

Their services are described as project-based or ongoing fractional partnerships for B2B companies, rather than a consumer-facing subscription.

Therefore, the concept of “canceling a Set2close.io subscription” doesn’t directly apply in the same way it would for, say, a Netflix account or a monthly software fee.

However, if a business has engaged Set2close.io for ongoing “Fractional RevOps as a Service” or a long-term project, the process for ending or adjusting that engagement would typically follow standard B2B service agreement protocols.

General Steps for Ending a B2B Service Engagement

Should a business need to conclude its partnership with Set2close.io, the most professional and effective steps would generally involve: Lenor.co.uk Reviews

Review Your Contract/Agreement:
- The first and most crucial step is to carefully review the service agreement or contract signed with Set2close.io. This document will outline the terms of the engagement, including:
  - Notice Period: Most B2B service contracts require a specific notice period e.g., 30, 60, or 90 days for termination.
  - Termination Clauses: Conditions under which either party can terminate the agreement, including for convenience or breach of contract.
  - Payment Obligations: Any remaining financial obligations or pro-rata calculations for services rendered up to the termination date.
  - Data Handoff/Transition: Procedures for the transfer of data, intellectual property, or ongoing project responsibilities.
Communicate Directly with Your Account Manager/Point of Contact:
- Initiate a direct conversation with your assigned account manager or the primary point of contact at Set2close.io. Explain your intent to conclude the engagement and the reasons behind it e.g., project completion, budget changes, shift in strategy.
- A professional conversation allows for a smoother transition and minimizes potential misunderstandings.
Formal Written Notice:
- Following the verbal communication, send a formal written notice email or letter, as specified in the contract to Set2close.io, clearly stating your intention to terminate the services, referencing the relevant contract, and specifying the effective termination date.
- Ensure this notice adheres to any requirements for delivery method e.g., certified mail as stipulated in your contract.
Plan for Transition and Handoff:
- Work collaboratively with Set2close.io during the notice period to ensure a smooth transition. This might involve:
  - Receiving documentation of all implemented processes and configurations.
  - Ensuring access to all relevant accounts and platforms e.g., HubSpot portal access, analytics dashboards.
  - Addressing any outstanding deliverables or tasks.
  - Discussing any ongoing support needs or future possibilities for re-engagement.

No “Free Trial” Cancellation Information

Similarly, the Set2close.io website does not mention any “free trial” for their services.

Their engagement process begins with a “Discovery Call” and a “free look under the hood” via a “Sales Audit,” which are consultative, pre-engagement steps, not a trial of a product.

Therefore, there wouldn’t be a “free trial” to cancel in the traditional sense.

A client would simply not proceed past the audit/proposal stage if they chose not to engage their services.

In essence, for Set2close.io, “cancellation” would be managed through the terms of the signed B2B service agreement, focusing on professional communication and adherence to contractual obligations for ending a partnership. Postnord.fi Reviews

Frequently Asked Questions

What is Set2close.io?

Set2close.io is a B2B revenue operations and sales growth partner that specializes in HubSpot optimization, CRM solutions, and fractional RevOps services.

They aim to help businesses scale growth, enhance sales efficiency, and streamline marketing operations through integrated technology and process improvements.

What services does Set2close.io offer?

Set2close.io offers a comprehensive suite of services including HubSpot migrations, implementations, and optimizations, fractional RevOps design and implementation, RevTech integration including AI sales agents, automated email campaigns, and user training through their RevOps Academy.

Is Set2close.io a HubSpot partner?

Yes, Set2close.io is highlighted as a HubSpot Elite Partner, which is the highest tier of partnership, signifying extensive expertise and successful client engagements within the HubSpot ecosystem.

What is Fractional RevOps as a Service?

Fractional RevOps as a Service, as offered by Set2close.io, provides businesses with expert, on-demand support for optimizing sales, marketing, and revenue processes.

This allows companies to access high-level expertise without the cost and overhead of a full-time employee.

How does Set2close.io help with sales growth?

Set2close.io helps with sales growth by unifying CRM tools, implementing state-of-the-art sales automations, managing lead generation, designing sales pipelines, and providing coaching and training to sales teams.

They focus on increasing sales efficiency and closing rates.

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

Based on client testimonials, businesses working with Set2close.io have reported significant increases in Annual Recurring Revenue ARR, improved sales efficiency, better team collaboration, and enhanced individual skill development. Theghostwritingagency.com Reviews

One client reported a 40% ARR increase in 8 months.

How does Set2close.io price its services?

Set2close.io offers custom payment plans.

They can work on an hourly sprint basis or by project, tailoring their pricing to suit the specific needs and scope of each client’s engagement, rather than offering fixed packages.

How do I get started with Set2close.io?

To get started, you typically book a discovery call.

Following this, Set2close.io offers a free sales audit to assess your organization’s needs.

Finally, they provide a detailed proposal outlining the recommended steps and pricing.

Does Set2close.io offer training?

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

Can Set2close.io help with CRM migrations?

Yes, Set2close.io specializes in CRM migrations, specifically mentioning Salesforce to HubSpot migrations, as well as general HubSpot implementation and optimization services.

What industries does Set2close.io typically work with?

Set2close.io primarily works with B2B companies across various industries, including distribution, manufacturing, SaaS, and professional services.

Does Set2close.io develop AI sales tools?

Yes, Set2close.io develops custom AI sales agents and has pre-built agents for tasks like prospect research and job application scoring. Designforce.co Reviews

How long does a typical project with Set2close.io last?

Typically, Set2close.io’s projects range from 3-6 months.

However, project times can extend longer depending on the client’s specific needs and adaptability to changes.

What is Set2close.io’s approach to sales and marketing alignment?

Set2close.io focuses on ensuring sales, marketing, and technology work seamlessly together.

They aim to unify CRM tools and provide real-time data flow to eliminate silos and improve overall efficiency and collaboration.

What is Account-Based Marketing ABM in Set2close.io’s context?

Set2close.io practices Account-Based Marketing ABM as a strategic approach where they meticulously craft campaigns targeting high-value accounts with personalized content and messaging to maximize cost-effectiveness and lead quality.

Does Set2close.io offer ongoing support after implementation?

While not explicitly stated as a separate service, their “Fractional RevOps as a Service” implies ongoing support and management.

Testimonials also suggest long-term partnerships and continuous assistance.

How does Set2close.io ensure project success?

Set2close.io follows a structured “Sales Formula Process” that includes strategy development, CRM/tech implementation, demand generation, team coaching, and recruitment/optimization to ensure comprehensive and sustainable results.

Are there any upfront costs for an assessment from Set2close.io?

No, Set2close.io offers a “free look under the hood” via a “Sales Audit” as part of their initial engagement process, with “zero obligation.”

Can Set2close.io help with lead scoring?

Yes, Set2close.io mentions implementing a “Lead Scoring Mechanism” as part of their revenue systems features, helping businesses identify and prioritize high-potential leads. Letsbld.com Reviews

How do I cancel my engagement with Set2close.io?

There is no “subscription” to cancel in the traditional sense.

For ongoing B2B service engagements, you would typically refer to your signed contract for termination clauses, notice periods, and payment obligations.

Communication with your account manager and formal written notice would be standard procedure.

Set2close.io Reviews