Private draft for review
Richard, this is a preview for you and Jimmy to review. It is not public, and it stays that way until you OK it. Change or cut anything.
Customer story · Data migration software
Rubie and OneGTM: weekly GTM advisory for a founding growth lead
Richard Balistreri runs growth at Rubie and does his own GTM engineering. I meet with him every week, help him think through what to run next, and build the occasional piece myself.
Apr 2026
when the advisory started; it is still running
Weekly
working sessions with Richard
/book-demo
Rubie's inbound booking page, built by OneGTM and live on rubiehq.com
“the man who taught me everything about automated outbound.”
Richard BalistreriFounding Growth, Rubie
Key takeaways
- OneGTM has advised Rubie since April 2026, mostly through weekly sessions with Richard Balistreri.
- I built Rubie's demo booking page and a first inbound routing workflow in October 2026.
- Richard built most of Rubie's GTM automation himself. Other partners ran paid, SEO and parts of outbound.
At a glance
- Company
- Rubie, which helps software companies rip and replace competitors with repeatable data migration and integration workflows
- Type of work
- Advisory, plus a few builds
- Started
- April 2026, still running
- OneGTM team
- Garrett Wolfe
- Disclosure
- Garrett is an angel investor in Rubie
The people on this work
01 The setup
A growth lead who builds his own systems
Richard is hands on. He writes the workflows, runs the tools and owns the numbers. What he wanted from an advisor was someone to pressure test decisions with, who has built these systems before.
So most of this engagement is a weekly conversation about what to run, what to cut and what to measure.
02 What I advise on
What we actually work through each week
Most of the value is in the weekly session. Richard brings what is running and what is stuck, and we decide what to change, cut or measure. These are the topics that came up most since May.
01
A fixed order for debugging outbound
When replies dipped in May, we walked the funnel in order: send volume first, then inbox placement, then replies split into overall, out of office and positive. The point was to treat deliverability and copy as ongoing maintenance and get faster at finding the problem.
02
Fewer numbers on the dashboard
I pushed the dashboards down to what the business acts on: pipeline, meetings, emails and calls per week, then qualified pipeline and closed revenue. Every chart shares one time frame.
03
A CRM structure reps can keep clean
We replaced a single status field with company type and lifecycle stage, and organized activity by channel, event type and classification. That makes a number like positive reply rate something you can filter for.
04
Attribution on the deal
Each deal gets stamped with the last email and campaign sent to its champion. Automated outbound and SDRs roll up to one pipeline target, and an email touch before a call shows as influence, not a hard split.
05
Working a TAM without burning it
When Richard worried about running through the best accounts, my advice was to loop back with different messaging across email, LinkedIn and calls, and to get everyone at Rubie describing the company the same way.
06
Enrichment that costs less
We went through the email waterfall step by step: try an inferred address first, and require validation before anything comes back. We also talked through which workflows stay in Clay for auditability and which move to a CLI.
07
Simplifying what got too bespoke
By August Richard had built a system that took a lot of work off the reps, but only he could maintain it. I pushed to cut the enrollment chain, block bad contacts at the point of entry, and free up his time for inbound, LinkedIn and brand.
08
What to own and what to hire
We used a simple test for hiring: when an area is big enough that Richard being 10% good at it is a worse use of his time than a full owner, build the case and hire.
03 What I built
A few things I built or shared
Here is the work I can point to, separated from the work Richard and other partners did.
01
Demo booking page
I built /book-demo in Rubie's brand in October 2026. Rubie reviewed and merged the work, and Richard pointed the site's calls to action at it.
02
First inbound routing workflow
I set up a first version on Default in October 2026, starting from a template Default's team supplied. Richard reworked the router after that.
03
Outbound tracking
I shared a tracking repo in May 2026. Richard adapted it and ran it himself.
04
Persona and title sheet
A sheet of who to target by title, which Richard used in his outbound work.
05
Tool decisions
I helped Richard review terms and negotiate when Rubie chose an outbound sequencing tool in October 2026.
04 Rubie's own work
What Richard and other partners did
Richard built the outbound tracking worker, the SDR enrichment and follow-up workflows, the SDR to AE handoff and the reworked router, and installed the site pixel. Rubie's paid ads, SEO, site redesign and much of its email program came from Rubie's team and other partners.
Rubie case study FAQ
What does OneGTM do for Rubie?
When did the Rubie engagement start?
Did OneGTM build Rubie's GTM automation?
Does Garrett Wolfe have a stake in Rubie?
How this was sourced: dates and scope come from the engagement agreement, meeting notes, email and the pull requests on Rubie's site, reviewed November 5, 2026.
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