Set 2 Close

Set 2 Close is a Canadian-based business consulting firm and HubSpot Platinum Partner that focuses on revenue operations and CRM solutions. Headquartered in Kamloops, British Columbia, the agency employs between 10 and 49 professionals and offers a unique Revenue as a Service (RaaS) model -- the first of its kind in Canada. Their approach combines HubSpot expertise with sales strategy, technology integration, and team development to help B2B companies build predictable revenue systems.

The agency's core offering revolves around fractional RevOps, where they act as an outsourced revenue operations team. Services include CRM development and build-outs, B2B sales strategy, sales team coaching, fractional sales management, inbound marketing and lead generation, account-based marketing, and recruitment systems. What sets Set 2 Close apart is their emphasis on unifying sales, marketing, and technology into a single, streamlined operation. They handle everything from HubSpot migrations and implementations to custom AI sales agents and automated email campaigns.

Pricing is set at $150 to $199 per hour, which positions them as a mid-to-premium consulting option. This hourly rate reflects the specialized nature of their work -- particularly their HubSpot Platinum Partner status and the depth of their RevOps expertise. For companies looking for ongoing support, the RaaS model provides a predictable monthly engagement that covers system design, process documentation, lead scoring, funnel reporting, and revenue attribution.

Client feedback consistently highlights the team's responsiveness, thoroughness, and ability to deliver on time. One client noted that working with Set 2 Close helped grow ARR by 40% to $6 million in eight months. Others praise the seamless transition from Salesforce to HubSpot, the clear onboarding process, and the ongoing training provided through their RevOps Academy. The agency maintains a strong focus on customer success, with many clients reporting long-term relationships that extend beyond initial projects.

Set 2 Close is best suited for B2B companies that have outgrown basic CRM setups and need a strategic partner to optimize HubSpot, align sales and marketing, and implement scalable revenue processes. They are particularly valuable for organizations undergoing CRM migrations, those looking to adopt AI-driven sales tools, or teams that need fractional RevOps leadership without hiring a full-time executive. Smaller startups with limited budgets may find the hourly rate steep, but the ROI from improved systems and pipeline management often justifies the investment.

Overall, Set 2 Close delivers a comprehensive RevOps solution backed by proven HubSpot expertise and a client-first philosophy. Their RaaS model offers flexibility for growing companies, and their track record of measurable results -- like the 40% ARR growth cited by a client -- speaks to their effectiveness. For any B2B organization serious about building a repeatable, data-driven sales engine, Set 2 Close is a partner worth evaluating.