HubSpot · Lead generation · AI

HubSpot at the core.
Pipeline and AI built around it.

3 & Four is a HubSpot Platinum Partner that has lived inside B2B revenue systems since 2019: building and migrating the CRM, filling it with pipeline, and putting AI to work on the processes nobody wants to run by hand. You bring the targets. We take the lead, from the first lead to the closed deal.

✓HubSpot Platinum Solutions Partner✓150+ B2B clients · 10,000+ hours in portals✓5.0 ★ HubSpot Marketplace and Clutch
Trusted by 150+ B2B teams
BeamerCaveonixUserflowAccuhealthTaxRobotFranzy

Sound familiar?

Spot Yourself Here?

Every one of these lands on a revenue leader's desk. Each has a cause in one part of the system and a fix in another, which is why solving them one vendor at a time rarely works.

Poor ROI Visibility

You're not seeing the ROI you expected. Ad spend goes up, form fills go up, revenue does not, and nobody can say which campaign produced a closed deal.

Fix: Paid, SEO, and outbound run against pipeline targets, with attribution built into the CRM from day one.

Conflicting Metrics

Dashboard metrics contradict each other. Marketing's dashboard and finance's spreadsheet disagree, and the board deck takes a week of reconciling.

Fix: One data model, clean properties, and dashboards built on the numbers leadership already uses.

Data Quality Issues

Outdated or duplicate records clog your portal. Leads come in and quietly leak out because half of them never get an owner or a deal record.

Fix: Routing, validation, and merge rules in HubSpot so every lead is owned within minutes and the data stays clean as it scales.

Manual Processes

Your team spends hours on manual updates. Call notes, follow-ups, and data entry eat the afternoon, so the CRM is accurate on review day and nowhere else.

Fix: AI agents that log calls, draft follow-ups, and update records, so reps sell and the data keeps itself current.

Disconnected Tools

Struggling to integrate existing systems? Billing, support, ads, and the CRM each hold a different version of the customer, and someone re-keys data between them weekly.

Fix: We connect HubSpot to your tech stack for a seamless workflow, mapped, sandbox tested, and monitored.

AI on the Roadmap, Nothing in Production

Everyone has tried a chatbot. Nobody has an AI workflow running a real process unattended, because the data underneath is not ready for it.

Fix: A readiness assessment first, then automations and agents built on a CRM that can actually feed them.

What we do

HubSpot, Lead Generation and AI for B2B Teams Who Need Results

Whether you are generating demand, onboarding, migrating, or automating, our services help you get the most out of your tools and drive business growth. Pick one line or all three; the same people design the handoffs.

Demand

Lead Generation

Pipeline from the channels B2B buyers actually use, measured to closed revenue rather than form fills.

  • Paid search and paid social
  • SEO and content
  • AI search visibility (ChatGPT, Perplexity, AI Overviews)
  • Outbound and account-based campaigns

Making the switch

Outgrowing Your Current Systems? Here Is the Answer.

From HubSpot to paid channels to AI, we make the switch easy with tailored setup, customization, and support to help you scale.

The worryHere is the answer

Data Migration Worries

Concerned about losing important data?

Complex Setup

Setting up HubSpot the right way can be tricky.
We configure everything to align with your unique needs.

Channels That Stopped Delivering

Rankings slipping, cost per click rising, AI answers taking the clicks you used to get?
We rebuild demand around search, AI search visibility, and outbound that still convert.

Team Adoption

New platforms and AI tools can be daunting for teams.
We provide tailored training to get everyone on board quickly.

AI Without a Plan

Not sure where AI fits or whether your data is ready for it?
An AI readiness assessment tells you what to automate first and what to fix before you do.

Scaling for the Future

Unsure if your stack will grow with you?
We future-proof your setup, channels, and automations to adapt as your business scales.

Ready to Get Your Revenue System Back on Track?

Uncover the leaks across your pipeline, your CRM, and your automations with a free audit that delivers clear fixes, not a sales pitch.

Request a Free Growth Audit

Evidence

Certified on the platform. Measured on the pipeline.

HubSpot Platinum Solutions Partner, accredited for Onboarding and Solutions Architecture, rated 5.0 on both the HubSpot Marketplace and Clutch.

HubSpot Onboarding AccreditationHubSpot Solutions PartnerHubSpot Solutions Architecture Accreditation
150+B2B clients served100+Onboardings and migrations10,000+Hours inside client portals5.0 ★HubSpot Marketplace and Clutch

Why 3 & Four

One team that owns the whole thing

Most agencies are good at one part of the system and refer the rest out. We built the other two lines because clients kept asking us to fix what the referrals broke.

150+
clients
10,000+
hours in HubSpot
5.0 ★
rated
Book a Free Strategy Session
01

No handoffs between vendors

The person who builds your lead routing also sees your ad campaigns and your AI agent. Nothing falls between three contracts.

02

Senior people on every account

Certified consultants with years inside HubSpot, not a queue of juniors learning on your portal.

03

Fixed scope, visible hours

A price before work starts. Every hour on a retainer is a ticket you can open.

04

HubSpot depth as the foundation

Platinum partner, 150+ clients, 10,000+ hours. The CRM is where lead gen and AI succeed or fail, and it is what we know best.

How we work

From Frustration to Results in Four Steps

The same process whether you come to us for one campaign, one portal, or the whole system.

01FREE

Discover and Diagnose

We perform a deep dive into your pipeline, your HubSpot platform, and your stack to uncover inefficiencies like messy data, outdated properties, and broken workflows that are limiting your growth.

Free auditFindings in two weeks
02

Strategize and Plan

Using our findings, we design a clear, customized roadmap to address the challenges, streamline processes, and optimize your platform for success, with a fixed price and timeline.

Fixed scopeTargets agreed
03

Optimize and Implement

We execute the plan: launching campaigns, fixing workflows, cleaning up data, enhancing automation, and resolving issues with integrations and reporting to maximize efficiency.

Sandbox testedTeam trained
04

Monitor and Support

After implementation, we provide ongoing support and tracking to ensure your platform evolves with your business and continues delivering ROI.

Named AMMonthly reporting

What clients say

See How Our Clients Achieved Success

★★★★★✓ VERIFIED · HUBSPOT IMPLEMENTATION
They have been very reliable in designing and implementing virtually all aspects of our HS CRM.

I am in charge of revenue for the company, and so have been the chief individual working with 3&4 for our HubSpot needs. They have been very reliable in designing and implementing virtually all aspects of our HS CRM. Including advice, custom field creation, report building, automations, etc. Aafaq and Juniad have been great to work with.

Alex Vidor, VP Sales & Business Development, Franzy via HubSpot Marketplace
★★★★★✓ VERIFIED · HUBSPOT MIGRATION
They handled a complex HubSpot migration for us, moving everything cleanly from our old CRM into a new one without missing a beat.
Cody Bowes, Marketing Manager, TelliHealth via HubSpot Marketplace
★★★★★✓ VERIFIED · MIGRATION AND SUPPORT
The team understands Hubspot, which means that once the problem is simplified, they find a solution 100% of the time.

The team understands Hubspot, which means that once the problem is simplified, they find a solution 100% of the time. 3 & Four Technologies migrates customer success and account management data for a community engagement platform. They build data calculations and advanced workflows in HubSpot and established custom objects. 3 & Four Technologies has successfully completed the transition from Churn Zero to HubSpot with all flows tested multiple times. The team monitors metrics and dashboards, provides ongoing support, and remained responsive throughout.

Benjy Meyer, CPO and CTO, Commonplace Digital Ltd via Clutch
★★★★★✓ VERIFIED · HUBSPOT ONBOARDING
They didn't just do the technical setup and leave - they made sure we understood how to use everything they built for us.

3 & Four was instrumental in getting Cohart up and running with HubSpot. As a small startup, we needed guidance on CRM implementation, email marketing setup, and overall platform onboarding - and they delivered on all fronts. Their team was incredibly patient with our questions and took the time to understand our specific needs as an early-stage company. The CRM implementation was smooth, and they helped us set up email marketing workflows that actually make sense for our business model. What impressed me most was how they didn't just do the technical setup and leave - they made sure we understood how to use everything they built for us. Great communication throughout the process and very responsive to our timeline. Would definitely recommend 3 & Four to other startups looking to get serious about their HubSpot setup without breaking the bank.

Kendall Warson, CEO, Cohart via HubSpot Marketplace
★★★★★✓ VERIFIED · HUBSPOT CONSULTING
Their HubSpot expertise is absolutely unmatched. We started with basic monthly HubSpot consultancy and are now doing more and more.

I wish I could give 3andFour 100 stars! I cannot recommend 3andFour highly enough. They handle our paid search management and HubSpot consulting (and soon to be more!), and the impact on our operations has been night and day. Our Google Ads account was in a very bad spot when they took over. Three previous ad managers left us with an account where costs were running wild. Leads and revenue had decreased by 50% and our Ad account was showing a negative ROI. 3andFour came with a complete account audit, strategic plan, and over the past 1.5 months has optimized our campaigns for extreme efficiency, and completely revitalized our lead flow. And we've only just begun! Their HubSpot expertise is absolutely unmatched. We started with basic monthly HubSpot consultancy and are now doing more and more. 3andFour is responsive, incredibly strategic and data driven, and deeply analytical. A very special thank you to Aafaq, Faisal, Ahmad, and Hashim. In all my years of working with various vendors, I have never worked with any as amazing as 3andFour!!

Bridget Murphy, CEO, KoruK9 via HubSpot Marketplace
★★★★★✓ VERIFIED · LEAD GENERATION AND CRM
They are also the defacto experts on anything HubSpot CRM and integration related.

After working closely with Aafaq and his team for the last three years it is without a doubt the best investment we have made to scale our lead generation business. We operate in a niche market but the team has relentlessly managed to outperform our competitors through data driven decision making and outcomes. And that is just on the paid search side - they are also the defacto experts on anything HubSpot CRM and integration related. The 3&4 team has proven to be leaders who have understood our vision and a valued partner, rest assured they will go the distance to help you build your business. Highly recommended.

Jack McCormick, AccuHealth via HubSpot Marketplace
★★★★★✓ VERIFIED · AUTOMATION AND REPORTING
We now have 4 master, detailed, visually appealing dashboards and over 18 individual or sub-dashboards for all our metrics.

3&Four have provided top notch service for our company and I would highly recommend their services. They have helped us take our limited HubSpot CRM and gave it a much-needed facelift in order for our company and team to better utilize HubSpot. They are extremely easy to work with and every request we have has been thoroughly research, reviewed and implemented in order to provide us with the best solutions. Previously we had limited, if any, automations and very poor reports/dashboards. With 3&Four's guidance, help and solutions, we now have many automations in place that have drastically improved communication and streamlining of processes within our company and team. Prior to working with them, we had no set reports or proper dashboards for reporting metrics, but now we have 4 master, detailed, visually appealing dashboards and over 18 individual or sub-dashboards for all our metrics. They are not only efficient and dependable but also quick to provide the solutions. Everything is completed and implemented in a timely fashion. Their availability and flexibility are also very appreciated; scheduling meetings and calls to review requests is quick and easy. I cannot speak highly enough of 3&Four and all their hard work.

Rachel Sinchak, Centurion Service Group via HubSpot Marketplace
★★★★★✓ VERIFIED · PAID SEARCH
Leads have soared by an incredible 4475%
Lior Murray, Head of Marketing, Caveonix via HubSpot Marketplace

FAQ

Questions we get on the first call

If yours is not here, the strategy session is free.

01 Do we have to buy all three service lines?

No. Most clients start with one, usually HubSpot or lead generation. The point of one team is that when you add a second line, it plugs into what already exists instead of starting over.

02 We already have an agency for ads. Can you just do the CRM?

Yes. We will work with your existing agency and build the attribution so their spend shows up as pipeline in HubSpot. Many clients come to us that way first.

03 Is our data ready for AI?

Usually not yet, and that is fine. The AI readiness assessment tells you exactly what needs fixing in the CRM first. We will not build an agent on data it cannot trust.

04 How is pricing structured?

Three ways. Fixed-price projects for migrations and onboarding (migrations from $600). Monthly retainers for managed services (from $800/month) with visible hours. Consulting as a 10-hour pack for $1,200 or a one-off call for $75. Every price is agreed before work starts.

05 What does the free audit cover?

Your pipeline sources, your HubSpot setup, and the integrations around it. You get written findings within two weeks, whether or not you hire us.

06 Where is 3 & Four based and who do you work with?

3 & Four Technologies is a HubSpot Platinum Solutions Partner based in Austin, Texas. We work with B2B companies that run on HubSpot or are moving to it, from early-stage startups like Cohart to franchise groups like Franzy, and we deliver under agency brands as a white label partner.

Free strategy session

Start with a free strategy session

A free strategy session with a senior consultant. Bring your pipeline numbers and your stack. Leave with a written list of what to fix first.

  • Free growth audit · written findings within two weeks, whether or not you hire us
  • Fixed scope, visible hours · a price before work starts
  • Senior people on every account · no queue of juniors

We reply within 1 business day.