Set 2 Close
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We combine CRM technology, sales training, and marketing strategy to build predictable revenue engines.
03/19/2026
As teams grow, lead routing breaks in predictable ways, lead fights, unassigned leads, and reporting you cannot trust.
This guide shows a team-based approach in HubSpot that scales with hiring, enforces SLAs, and keeps reporting clean even when ownership changes.
Read it here: https://hubs.la/Q043rrlZ0
03/10/2026
A pipeline with no activity is a pipeline that is silently dying.
Best practice is a consistent activity update every 5 to 7 days, plus automated reminders and logging integrations so reps do not carry the burden manually. 
Read the blog: https://hubs.la/Q043zHsn0
Customer voice: Kari Madden, Director of Business Development, Chapul Farms
“Set2Close listened to our unique challenges, helped us prioritize HubSpot, and got our whole team using the tool, even our CEO.”
Chapul Farms needed a way to scale sales and operations as a small, busy team. HubSpot felt overwhelming and hard to roll out across the company, especially to leadership.
What this looked like in practice:
• Free HubSpot onboarding that was still structured and high value
• Deep discovery on a very unique sales and ops model
• Clear rollout plan focused on the most important features first
• Training and support that got the whole team, including the CEO, actively using HubSpot
Outcome: HubSpot is adopted across the team, Kari feels confident leading the rollout, and Chapul Farms has a clearer path to scaling revenue and operations.
Watch the short review and explore more client stories:
👉 https://hubs.la/Q044QZ5B0
02/26/2026
Forecast problems rarely start in dashboards, they start in deal records.
A single stale close date, mixed TCV vs ACV, or missing activity log can ripple into inaccurate pipeline visibility and bad decisions. This guide breaks down the fixes that make forecasts measurable, not emotional, plus simple guardrails to keep data clean by default. 
Read the blog: https://hubs.la/Q043zFZm0
Customer voice: Mushfiqur Rahman, CEO, PFD Enorsia Canada Corporation
“We were hitting a wall with HubSpot. Within a few months of working with Set2Close, we had a working system, workflows, and are now using HubSpot every day.”
What this means in practice:
• Moved from feeling overwhelmed in HubSpot to having a clear, simple setup
• Scoped the minimum viable build to get the team moving fast
• Implemented pipelines, basic workflows, and got existing clients into the CRM
• Hands on training with practical guidance from the Set2Close team
Outcome: HubSpot is now part of the daily rhythm, the team is finally seeing the real value of the platform, and there is a scalable foundation for future growth.
Watch the short review and explore more client stories:
👉 https://hubs.la/Q043lPFx0
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| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
