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Set 2 Close | B Corp™ Tech Stack

RevOps consultancy and HubSpot Elite Partner specializing in sales automation

Business Consulting and Services Vancouver, British Columbia 11–50 employees Founded 2022 Privately Held
set2close.io LinkedIn

Set 2Close is a 20-person RevOps consultancy built around HubSpot, Vista ERP, and RPA tooling, with active engineering investment in Python, .NET, and OpenAI integrations. The hiring mix—7 sales roles, 4 engineers, and 2 marketers—reflects a service-delivery model scaling across multiple geographies, while their project list (RPA implementation, attribution modeling, data warehouse work) and pain points (costly implementations, training gaps, scaling across markets) suggest they're hitting operational friction as they grow internationally.

Tech Stack 14 technologies

Core StackHubSpot Power Query .NET Python Django PostgreSQL SQL Server OpenAI TypeScript JavaScript Meta Ads Vista ERP RPA SQL

What Set 2 Close | B Corp™ Is Building

◆Challenges

  • Improving attribution accuracy
  • Costly implementation issues
  • High-volume outreach
  • Scalable scoping frameworks
  • Optimizing marketing spend
  • Scaling profitably across markets
  • Training gaps
  • Driving international revenue growth
  • High-pressure sales environment
  • Process improvements within erp

▲Active Projects

  • Software integrations
  • Solution scoping for customer requirements
  • Attribution model development across brands
  • Proof-of-concept development
  • Scoping for small to mid-sized projects
  • Robotic process automation (rpa) implementation
  • Data warehouse initiatives
  • Openai/llm integrations
  • Document processing
  • Gap analysis

Hiring Activity

Accelerating15 roles · 10 in 30d

Department

Sales
7
Engineering
4
Marketing
2
Finance
1
Support
1

Seniority

Mid
9
Director
2
Senior
2
Junior
1
Manager
1

Notable leadership hires: Marketing Director

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About Set 2 Close | B Corp™

Set 2Close advises mid-market and enterprise sales teams on revenue operations, CRM optimization, and sales process design. Founded in 2022 and certified as a B Corp, the firm operates as a HubSpot Elite Partner offering four core service lines: technology stack selection and implementation, sales process refinement via CRM automation, sales team recruitment and benchmarking, and Account-Based Marketing program execution. They also build AI-assisted tooling for prospect research and data enrichment. The team spans Canada, the US, Mexico, Sweden, South Africa, India, and the Philippines, indicating a distributed service-delivery model.

HeadquartersVancouver, British Columbia
Company Size11–50 employees
Founded2022
Hiring MarketsSweden, South Africa, Mexico, Canada, India, United States, Philippines

Frequently Asked Questions

What tech stack does Set 2Close use?

HubSpot, Vista ERP, RPA, SQL Server, PostgreSQL, Python, .NET, Django, TypeScript, JavaScript, Power Query, Meta Ads, and OpenAI for LLM-powered sales agents.

What is Set 2Close working on?

RPA implementation, attribution modeling, data warehouse initiatives, OpenAI/LLM integrations for sales automation, proof-of-concept development, and document processing for enterprise clients.

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