E3 helps schools respond in seconds. Now their revenue engine responds the same way.
Three teams. One HubSpot. Zero dropped handoffs.
Website. Billing. Quoting. CRM. E3 runs everything on HubSpotwe drew the blueprint.
Emergent 3 builds the platform hundreds of schools trust on their worst day. Behind it, we built the system their growth runs on, sales, onboarding, and support aligned in one HubSpot, with every handoff automated.
The client
Emergent3.comEmergent 3 builds for the moments when seconds countemergency communication trusted by hundreds of schools.
One tap alerts an entire campus. Staff check in with two. Live smart maps show responders what’s happening, where, and after-action reports make every drill sharper than the last. When something goes wrong at a school, E3 is the platform everyone opens first.
And E3 doesn’t just use HubSpot, they run on it. Their website lives on HubSpot. Their quoting runs through it. So does their billing. That commitment is what makes this story possible.
The base
The problem, definedNo crisis. No broken portal. The risk was quieter than that.
E3 was growing fast, hiring across sales, onboarding, and support at once. Each team needed to live in HubSpot. And three teams moving fast in one portal, without a shared architecture, is how CRMs quietly fall apart: everyone builds their own corner, and nobody owns the whole.
The most exposed moment was the quietest one: the seconds after a deal closes. Who owns the account now? How healthy is it? Who onboards them, and when? For a company that sells response protocols, the answer couldn’t be “whoever remembers.”
Blueprint before build. Every team gets a lane, every handoff gets an automationso growth never depends on memory.
The blueprint
Drawn before builtWe started by drawing, not building, mapping how support, sales, and customer success would each work inside HubSpot without colliding.
Each team got its own lane, a pipeline, ownership rules, and automations of its own, but every lane reads and writes the same customer record. A rep, an onboarding manager, and a support agent all see one account, one history, one health score. That single decision is what every automation in this story hangs from.
The protocol
Signal → responseE3 teaches schools that a good response is a rehearsed one: a signal fires, and everyone already knows their role. We built their revenue operation on the same principle. Three signals, three rehearsed responsesrunning automatically, every time.
A demo gets booked on the website, and the pipeline already knows.
The website runs on HubSpot, so there’s no form-to-CRM plumbing to break: a booked demo creates the deal itself. Outbound runs on the same rails, E3’s total addressable market lives in HubSpot, SDRs work lead lists cut straight from it, and automated sequences carry the follow-up so reps aren’t the only touch a prospect gets.
Closed won, the moment that used to depend on memory.
This was E3’s biggest gap, so it got the deepest automation. The instant a deal closes, the account is tagged and health-scoreda round robin picks the onboarding manager, a ticket lands in the onboarding pipeline, and the rep’s handoff email introduces the exact person who’ll run onboarding, with the call booked before the celebration ends.
A pipeline that measures itself while it runs.
Onboarding isn’t a checklist in someone’s notebook, it’s a pipeline of its own. Forms collect what the team needs before the first call, meetings are booked automatically at the right stages, and because every step is a stage change, time-to-onboard reports itselfthe metric leadership actually watches.
The loop
Renewals & rampingBecause billing, quoting, and the website all live on HubSpot, the customer lifecycle closes its own loop.
Most companies bolt a CRM onto their stack and spend forever syncing it. E3’s stack is the CRM. When a quote is accepted, the subscription exists in HubSpot automatically, no export, no reconciliation. Which means HubSpot always knows the one thing most CRMs never do: exactly when every customer is due for renewal.
As a renewal approaches, a renewal deal is created in a dedicated pipeline and lands with the right sales rep, turning renewals from a date somebody should remember into a pipeline that fills itself.
Every subscription steps up every year, by itself.
E3’s pricing includes an annual increase on every client subscription. Done by hand, that’s hundreds of small calculations waiting to be missed. We custom-built a price-ramping engine in HubSpot: when a renewal comes due, the new price is already computed and applied to the renewal deal.
No rep does renewal math. No increase gets forgotten. Revenue ramps as designed.
The partnership
Years inNone of this shipped in a quarter. It was laid, layer by layerover years of working side by side.
That’s the quiet advantage of a long partnership: every new hire joins a system that already works, every new motion gets blueprinted before it’s built, and the architecture stays clean while the team behind it has grown three-fold. E3 keeps embracing more of HubSpot, and the base keeps carrying whatever they put on it.
The RevOps Company and myself have pushed to keep everything in the HubSpot ecosystem. The payoff is transparency. As we scale, this has been a lifesaver: the entire company can see what’s happening with any account, at any time.
Preston KellerFounder, Emergent 3