Discovery Assessment
ProblemBig decisions land on leadership without a full picture.
SolutionWe map how your business runs and rank your options, including what to turn off.
For growing companies with $25M–$300M in revenue.
Your business got bigger. Your view of it got smaller.
RubeTech helps growing businesses connect their technology, improve operations, and accelerate revenue. From strategy and CRM to automation and AI, we turn complex business challenges into practical solutions that deliver results.
An operator-led consultancy for large SMB and mid-market companies, with more than nine decades of combined founder and C-suite experience.
You'll talk with a senior operator who works day to day on our clients' businesses. Bring your COO or IT lead if you'd like them in the room.
What we hear in the first meeting
If one of these is on your desk, let's talk.
Each one starts small. Together they cost your team hours every week and slow your growth.
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Pipeline rests on referrals, and growth is behind plan.
Go-to-market systems
Growth depends on a few people's networks
Pipeline rests on referrals, and growth is behind plan.
01 / 06
Services
What you can hire us for
Most clients start with a Discovery Assessment, which shapes a prioritized plan to scale the business.
Start here
Not sure which fits? Start with a 45-minute conversation.
How we work
Everything we do starts with how your business runs.
A core methodology drives every engagement, whether it's a CRM rescue, an outbound program or a custom build.
The Context CoLab
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Contextualization
We learn how your business runs
Your customers, teams, processes, systems and market, from leadership to the people closest to the work, before we recommend anything. Every engagement starts here.
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Collaboration
An embedded extension of your team
From the first interviews through launch and training, your people run the work with us, so they own it.
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Build · deploy · iterate
We build, launch and keep improving
We build from approved plans, then launch, measure, refine and repeat.
We call it the Context CoLab. Understanding comes first, and everything we build, we build with you.
Adeqo Context Engine
One intelligence layer across every system you run.
The Adeqo Context Engine provides you with a holistic, real-time view of the business, in your own definitions and KPIs. It connects to the systems you already run, including legacy and custom systems, older codebases and tools without a modern API. You don't have to replace anything.
Adeqo Context Engine in 70 seconds 1:10 · sound on
See it
Data & Intelligence
Connects every system into one live view. Every number links back to its source.
- Weekly reporting that builds itself
- Margin by job or client
- Attribution and CAC
Predict it
Inference on Your Data
Finds patterns and predicts what's coming. What your people know stays after they leave.
- Churn prediction
- Capacity and demand forecasting
- Signed-but-inactive alerts
Act on it
Agents that Act
Drafts the next step and stages it in your tools, on its own or with your approval.
- Follow-ups staged for approval
- Field calls and texts into the CRM
Industry agents in development include invoice audit, revenue recapture, collections and medical records.
Interactive Demo - Fictional Company
Try it on a sample company
Pick an industry and open the interactive demo. Click any number to trace it to its source, and approve the next step yourself.
- 01ConnectPlugs into the systems you run, legacy and custom ones included.
- 02UnderstandOne data layer. AI cleans it up, calls included, and settles conflicting definitions.
- 03SeeLive scorecards. Every number traces back to its source.
- 04ActAgents size each risk in dollars and stage the next step. You approve.
Want to see it on a question from your business? Bring it to a 45-minute conversation.
HubSpot & CRM
A CRM structured so your team actually works in it
Most CRMs fail because the process around them was never designed. We start with how your revenue team works, then build (or refine) the CRM, the reporting and the AI agents around it.
- HubSpot implementation, audit and rescue
- Salesforce audit and cleanup
- Pipeline, handoffs and reporting your leadership reads every week
- HubSpot AI agents set up, trained on clean data and monitored
HubSpot AI agents we deploy
- Prospecting AgentSpots buying signals and starts outreach.
- Customer AgentAnswers customers across chat and email.
- Data AgentAnswers questions from your CRM, calls and documents.
- Content AgentDrafts posts and pages in your brand voice.
- Campaign AgentPlans a campaign from a single goal.
- Nurture AgentSends emails matched to each lead's buying stage.
- Smart Deal ProgressionSuggests next steps after every sales call.
- Revenue AgentFollows up on invoices to speed up payment.
Agent names are HubSpot's, and the lineup changes as HubSpot releases new agents.
Why RubeTech
One senior team, from diagnosis to delivery.
You work directly with the senior people doing the work.
One nimble team covers consulting, process design, user experience, engineering and revenue operations. Our AI tooling handles the volume a larger firm would staff with junior analysts.
- An extension of your teamWe work inside your walls, with your people, including as fractional technology leadership.
- A trusted advisor, invested in your people and prioritiesWe tell you what we'd do in your seat, including what not to buy and what to turn off.
- Outcomes firstWe start with the number you're measured on and build the plan to meet it.
- Tool-agnosticWe work with what you run, whether that's HubSpot or Salesforce, one ERP or another.
Who you'd work with
- Dan RubensteinManaging Partner27 years as a C-suite executive and founder, from a bootstrapped startup to a founding platform company taken to private equity, with multiple exits.
- Lisa FinchChief Growth & Technology Officer20+ years leading brand strategy, creative direction, marketing and digital innovation, connecting business strategy, design and technology to build distinctive brands and accelerate growth.
- Matt SnowChief Marketing Technology Officer20+ years advising SMBs, challenger brands and Fortune 500 companies, connecting brand, data, marketing systems and AI to drive growth.
- Elizabeth (Liz) SilbermanDirector of Revenue OperationsExtensive experience leading revenue operations, business transformation and high-performing teams, aligning people, processes and technology to improve performance and drive sustainable growth.
- Joseph (Joey) RiosBusiness Systems & Automation StrategistSpecializes in business systems, process optimization and automation, connecting strategy and technology to streamline operations, improve efficiency and support scalable growth.
- Larry McCarthySenior Full-Stack Engineer15+ years building websites, ecommerce stores, CRM systems and integrations.
Dan RubensteinManaging Partner
Lisa FinchChief Growth & Technology Officer
Matt SnowChief Marketing Technology Officer
Elizabeth (Liz) SilbermanDirector of Revenue Operations
Joseph (Joey) RiosBusiness Systems & Automation Strategist
Larry McCarthySenior Full-Stack EngineerResults by industry
Work we've done in industries like yours
Pick an industry to see the problem, what we built and the result.
Healthcare operator
01 / 08
About 150 intake emails a day, filed automatically
- Challenge
- Staff opened, read and re-keyed every intake email and attachment into the medical record.
- What we built
- Each email is filed into the record as it arrives, and people review only the exceptions.
- Outcome
- 40 hours a week back, and appointments stop arriving without the records the doctor needs.
Who worked on it: Business process consultant · engineer · RevOps lead
"RubeTech brought clarity where noise and hype are common, identifying not only where technology gaps were holding us back, but execution gaps as well. As someone who started this business swinging a hammer, I appreciate people who roll up their sleeves and get the work done."
How we start
What happens after the first call
You decide one step at a time. Each step has a written scope and price before it starts.
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A 45-minute conversation
You bring the problem or decision in front of you, and you leave with our view.
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Discovery Assessment
We interview people from leadership to the front desk and map how work moves. We also define your terms, so "an active client" means the same thing everywhere.
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Findings and recommendations
A written report you can use whether or not you keep working with us.
- Every system you run and what it holds
- Where data and handoffs break, and what that costs
- Opportunities ranked by value
- What we'd turn off
- The first piece of work we'd take on
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Your next engagement
If you keep going, you get a written scope, timeline and price for the next piece of work. Nothing starts until you approve it.
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Delivery and monthly reporting
We do the work with your team and train the people who'll use it. Every month you get a written progress report, including anything that slipped.
Pricing
What working with us costs
Starting points for our most common engagements, so you can tell quickly whether we're a fit.
Discovery Assessment Start here
From $25,000
About 6 weeks
How your business runs across people, process and technology, with written findings and ranked recommendations, including what to turn off.
Book a 45-minute call to scope itThe 100-Day Plan
From $40,000
About 2 months
The Discovery Assessment and a sequenced 100-day plan, run in parallel. You get what to fix, connect, build and turn off, in order, with an owner for each step.
Book a call about the 100-Day PlanCRM Rescue
From $20,000
4–8 weeks
What's broken in your CRM, what your team works around, and the fix, done.
Book a call about CRM RescueRevenue Engine Build
From $30,000
6-month build
ICP and positioning through live outbound with managed capacity.
Add-on: RevOps engineFrom $5,000 / month for ongoing management of your pipeline, handoffs and reporting.
Book a call about the Revenue Engine BuildAdeqo Context Engine
From $30,000 / month
All-in, including a 3–6 month deployment
Deployment, the running engine, the models and our team in one monthly price. About what one in-house engineer costs.
Book a call about Adeqo Context EngineThe Discovery Assessment is priced on its own. Any engagement after it is scoped and priced separately. Starting prices are subject to change based on company size, the number of locations and systems, and scope. Larger or multi-company programs are scoped individually. Ask on a 45-minute call what yours would look like.
Not ready to talk yet?
The 3-minute business self‑check
Eight yes-or-no questions about how your company runs. At the end, enter your work email to see your open items, ranked in the order we'd look at them.
"Not sure" counts as open, because not knowing is usually the finding.
1About your company
2Eight questions
People
Process
Technology
0 of 12 answered
FAQ
What leadership teams ask us first
Straight answers to what owners, CEOs and COOs ask before the first call.
Have a question that isn't here?
Ask it on a 45-minute callWhat does RubeTech cost?
Most work starts with a Discovery Assessment, from $25,000 over about six weeks. Anything after it is scoped and priced separately. The pricing section shows starting points, including Adeqo Context Engine from $30,000 a month. Final pricing moves with company size, locations, systems and scope.
How do we use AI to make our people more efficient without cutting jobs?
We start with the manual work that fills their week, like re-keying, reporting and chasing follow-ups. We automate it and put agents on it, so your people spend their time on higher-value work. Most clients use the gain to grow without adding headcount.
What should I bring to the first conversation?
Forty-five minutes with a senior operator. You bring the problem in front of you, and you leave with our view. If working together makes sense, we'll outline a Discovery Assessment with its length and cost. If it doesn't, we'll say so.
How is Adeqo Context Engine different from giving our team ChatGPT or Claude?
A chat assistant knows what one person pastes into it. Adeqo Context Engine is connected to all your systems, uses your own definitions and KPIs, keeps what your people know after they leave, and stages the next step in your tools. It runs on about 15 models, so it isn't tied to any one of them.
We already have an IT lead. Where do you fit?
Next to them. Your IT lead keeps your systems running and stays in charge of them. We add the capacity they rarely have time for, such as mapping how work moves between systems, planning what to connect or retire, and engineering the builds.
What does Adeqo Context Engine need from our IT team?
Headless, with no new screen to learn. API access you grant and can revoke. About 15 models. Runs in your cloud, on-premises or fully in a closed loop. Where data does leave your environment, sensitive fields are hashed first.
Do we have to replace our systems?
No. Most of our work starts with what you already run. When something does need to go, you'll know why before anything changes.
What size company do you work with?
Larger SMB and mid-market companies, owner-led or PE-backed, with roughly $25M to $300M in revenue. Below that range the economics rarely work for either of us, and we'll tell you.
Do we own what you build, and where does our data live?
Your data stays yours, and custom builds are yours. Adeqo Context Engine is licensed.
Are you a HubSpot agency?
No. RubeTech is a technology consultancy with a revenue operations practice, and a certified HubSpot Partner. We implement HubSpot and other enterprise SaaS platforms across ERP, CRM, analytics and AI agents.
Book a conversation
Bring the problem that's in front of you.
Forty-five minutes with a senior operator. You leave with our view whether or not you hire us.
- Pick a time. Invite your COO or IT lead if you like.
- Tell us in one line what's on your desk.
- Talk it through with someone who has run a business like yours.
- Leave with our view. If it makes sense, we'll outline a Discovery Assessment with its length and cost.
Not ready? Take the self-check first.