Set 2 Close
Set 2 Close is a Canadian HubSpot Elite Solutions Partner and RevOps consultancy that implements CRM systems, delivers fractional revenue operations, and builds AI sales agents for growth-stage B2B companies and private equity portfolio companies.
- Company typePrivate
- Founded2018
- HeadquartersVancouver, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Set 2 Close does
Set 2 Close (legal entity Rowse Enterprises LLC) is a privately held B2B revenue operations (RevOps) consultancy and HubSpot Elite Solutions Partner, headquartered in British Columbia, Canada. The firm delivers HubSpot CRM implementations (including Salesforce-to-HubSpot migrations), fractional RevOps services, account-based marketing, sales coaching, and — as of 2026 — custom AI sales agents, primarily to growth-stage and mid-market B2B companies with a dedicated offering for private equity portfolio companies. Its delivery is organized around proprietary methodologies — the Revenue Skyscraper framework (Foundations / Attribution / Acceleration), the R.A.M.P. onboarding sequence, the Set 2 Scale portfolio program, and a five-step Sales Formula process — that sequence RevOps investment and compress time-to-value for clients.
The firm's business model is a hybrid of professional services and productized offerings. Core revenue comes from project-based CRM implementations priced $15K–$60K, monthly RevOps retainers at $5K–$20K, and PE-specific diagnostics at $8K–$20K, supplemented by a tiered self-serve onboarding product (Set 2 Start at $250, plus Set 2 Grow and Set 2 Scale white-glove tiers). Customer acquisition runs through both direct enterprise sales for complex engagements and inside/PLG channels for SMB onboarding. Customer outcomes cited include 40% ARR growth in 8 months, 1,497% sales velocity increase, $44M in recovered revenue, and reduction of sales cycles from over 100 days to roughly 30 days.
The company operates as a Certified B Corporation (B Impact Score 120), holds HubSpot Elite and HubSpot for Private Equity Solutions Partner designations, and has accumulated multiple Clutch top-tier awards across 2025 and 2026. It is founder-led by Jordon Rowse with 11–50 employees, and shows no public funding, M&A, or parent-company activity.
Set 2 Close firmographics
Firmographics- Name
- Set 2 Close
- Legal name
- Rowse Enterprises LLC
- Website
- https://set2close.io
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Set 2 Close is a Canadian HubSpot Elite Solutions Partner and RevOps consultancy that implements CRM systems, delivers fractional revenue operations, and builds AI sales agents for growth-stage B2B companies and private equity portfolio companies.
- Ownership category
- akta.pro rank
Set 2 Close industry classification
Industry- Product category
- Revenue Operations Consulting
- NAICS
- Advertising Agencies (541810)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ)
- akta.pro secondary industry
- B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA)
Keywords
Where Set 2 Close is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Set 2 Close business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Fractional Revenue Operations Services: On-demand RevOps support without full-time hires. Provides expert, on-demand support to optimize sales, marketing, and revenue processes. Aligned with sales, marketing, and customer success teams to improve efficiency and drive revenue growth.
- CRM Implementation & Development: HubSpot migrations, implementations, and optimizations including Salesforce to HubSpot migrations. Includes CRM architecture, data governance, and custom integrations.
- HubSpot Onboarding Programs: Set 2 Start (entry-level onboarding at $250), Set 2 Grow, and Set 2 Scale plans. 30-day onboarding with 3.5 hours of live support over 4 weeks, 250 self-guided lessons.
- Account-Based Marketing: Strategically targeting high-value accounts with personalized campaigns. Creating tailored content and messaging for key decision-makers.
- Sales Coaching and Training: Team coaching, fractional management, sales enablement, and RevOps Academy training programs for user adoption.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Set 2 Start - Entry-level HubSpot Onboarding |
| One time/ perpetual license | Pay-as-you-go | Rapid Assessment and Roadmap |
| Professional services/ project-based | Pay-as-you-go | CRM Implementation (HubSpot) |
| Subscription | Monthly | Ongoing RevOps Retainer |
| Hybrid | Monthly | Custom Payment Plans |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Set 2 Close product offering
Product offeringCore offering
Set 2 Close is a Revenue Operations (RevOps) consultancy and HubSpot Elite Solutions Partner that helps B2B companies design, build, and operationalize their revenue systems. The firm delivers HubSpot CRM implementations and migrations, fractional RevOps support, custom CRM development, account-based marketing programs, and AI sales agent development for mid-market, enterprise, and PE-backed portfolio companies.
Product overview
Set2Close is a RevOps consulting firm and HubSpot Elite Solutions Partner offering a portfolio of professional services centered on HubSpot CRM implementation, optimization, and revenue operations advisory. Its core offering is HubSpot Implementation Services — encompassing migrations, portal configuration, and full CRM build-outs — supported by structured onboarding programs (Set 2 Start, Set 2 Grow, Set 2 Scale) and fractional revenue operations consulting. The company layers specialized capabilities including Account Based Marketing, custom AI Agents, and Inbound Marketing on top of its HubSpot foundation. Proprietary methodologies (R.A.M.P. Framework, Revenue Skyscraper) guide its delivery, while its Set 2 Scale Program addresses PE portfolio standardization. Services span Marketing Hub, Sales Hub, Service Hub, and CMS Hub implementations.
Differentiator
Problem solved
Functional benefit
Brands
- Set 2 Start: A streamlined HubSpot onboarding package priced at $250, designed to help new or existing HubSpot customers get started with the platform within 30 days. Includes 4 weeks of guided setup with self-paced lessons.
Products and services
- HubSpot Implementation Services Comprehensive HubSpot CRM implementation services including migrations from Salesforce or other platforms, portal configuration, data migration with hygiene cleanup, and optimization across Sales, Marketing, Service, and CMS Hubs. Delivered by HubSpot Elite Solutions Partners with fast-track deployment timelines for B2B organizations.
- Set 2 Start HubSpot Onboarding Structured HubSpot onboarding program approved by HubSpot, designed to get new or existing HubSpot customers fully operational within 30 days. Includes 3.5 hours of live support and training over 4 weeks, 250 self-guided lessons with step-by-step maps, and a complimentary RevOps development roadmap. Priced at $250 and rated 4.9/5 based on 100+ client reviews.
- Fractional Revenue Operations On-demand revenue operations expertise providing expert support to optimize sales, marketing, and revenue processes without the cost of a full-time hire. Includes end-to-end revenue system design, alignment of sales/marketing/customer success teams, and fractional management support. Designed for scaling B2B companies and PE-backed portfolio companies.
- CRM Development and Build Outs Custom CRM architecture, configuration, and governance design for HubSpot. Includes building custom properties, lifecycle stages, deal pipelines, lead scoring models, routing architectures, and reporting dashboards. Aims to double sales team productivity and increase lead conversion through a CRM built for scalable sales process management.
- Account Based Marketing Strategically targeted B2B marketing campaigns focused on high-value accounts. Creates personalized content and messaging for specific decision-makers to maximize cost effectiveness, lead quality, and conversion rates.
- AI Agents Custom AI sales agent development and deployment for B2B clients. Includes pre-built agents for prospect research and job application scoring, as well as bespoke agent development. Automates sales prospecting, lead qualification, and workflow tasks using generative AI.
- Set 2 Scale Program (PE Portfolio) Portfolio-level RevOps program designed for PE operating partners managing multiple portcos. Provides standardized revenue infrastructure, cross-company reporting templates, and benchmarking across portfolio companies without requiring a separate RevOps hire at each company. Built on the R.A.M.P. Onboarding Framework for embedded multi-year partnership across the value creation plan.
- Inbound Marketing Demand generation and inbound marketing campaign execution through HubSpot Marketing Hub. Fills sales pipeline with high-quality leads through content-driven strategies, email marketing, and marketing automation.
- Fast Track Onboarding Fast-track HubSpot onboarding program designed to get companies operational in under 30 days with a streamlined, structured process. A separate offering from the standard Set 2 Start onboarding program.
- Marketing Operations As A Service
Quantifiable outcome
- 30% ARR increase in 8 months (Airlock Digital)
- +6 more outcomes
Companies that use Set 2 Close
Customer profileNamed customers18 records
Segments4 records
Ideal customer profiles4 records
Set 2 Close technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability6 records
Feature5 records
Set 2 Close partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HubSpotcoreHubSpot Elite Solutions Partner (less than 1% of partners worldwide) and HubSpot for Private Equity Solutions Partner. Provides HubSpot implementation, migration, and optimization services. Certified HubSpot Onboarding Partner with all applicable accreditations. Services cover Sales Hub, Marketing Hub, Service Hub, and CMS Hub implementations.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Set 2 Close competitors and assessment
Company assessmentPeers
Direct peers
- SmartBug Media: HubSpot Elite Solutions Partner offering RevOps, inbound marketing, and CRM implementation services to mid-market and enterprise B2B companies. Closest direct comparable given shared Elite tier, similar RevOps-led positioning, and overlapping mid-market SaaS and PE-backed client base.
- New Breed: HubSpot Elite Solutions Partner focused on RevOps, revenue enablement, and full-funnel demand generation for B2B and PE-backed companies. Directly comparable service mix, partner tier, and buyer segment.
- IMPACT: HubSpot Elite Solutions Partner providing inbound marketing, sales enablement, and RevOps services with The Framework curriculum. Similar agency model, same partner ecosystem, and overlapping enterprise buyer segment.
- Square 2 Marketing: HubSpot Elite Solutions Partner delivering RevOps, CRM implementation, and inbound marketing services. Directly comparable on partner tier, delivery model, and B2B mid-market customer focus.
- Revenue River: HubSpot Solutions Partner specializing in RevOps, HubSpot CRM implementation, and sales/marketing alignment for B2B growth-stage companies. Same operational niche and buyer profile as Set 2 Close.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Set 2 Close social profiles
Digital presenceSet 2 Close compliance and trust
Trust signalCompliance5 records
Set 2 Close financial estimates
Financial estimateRevenue estimate
Valuation estimate
Set 2 Close leadership team
Management profileNumber of profiles
Profiles1 record
Set 2 Close funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Set 2 Close M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Set 2 Close
What does Set 2 Close do?
Set 2 Close is a Revenue Operations (RevOps) consultancy and HubSpot Elite Solutions Partner that helps B2B companies design, build, and operationalize their revenue systems. The firm delivers HubSpot CRM implementations and migrations, fractional RevOps support, custom CRM development, account-based marketing programs, and AI sales agent development for mid-market, enterprise, and PE-backed portfolio companies.
Is Set 2 Close a public or private company?
Set 2 Close is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Set 2 Close founded?
Set 2 Close was founded in 2018. It employs 11 to 50 people.
Where is Set 2 Close based?
Set 2 Close is headquartered in Vancouver, Canada, in the North America region.
How does Set 2 Close make money?
Five revenue lines are on record. Fractional Revenue Operations Services are the primary driver. The others are CRM Implementation & Development, hubSpot Onboarding Programs, account-Based Marketing and sales Coaching and Training.
Who are Set 2 Close's main competitors?
Heinz Marketing is listed as a peer. Direct peers are SmartBug Media, New Breed, IMPACT, Square 2 Marketing and Revenue River.
Does Set 2 Close have an API?
No public API is recorded for Set 2 Close.
What industry is Set 2 Close in?
Set 2 Close's product category is Revenue Operations Consulting. Its primary akta.pro industry code is BPAFAFAJ, Sales Enablement & Revenue Operations (RevOps) Tools & Services, with a secondary code of BPAFAKAA, B2B Demand Generation & Lead Nurture Agencies. Its NAICS code is 541810 and its SIC code is 7370.