AI Guides
AI Agents vs RPA: Which Should Run Your Operations Workflows?
IDC 2024: AI returns $3.7 per dollar invested. Choosing AI agents vs RPA for the wrong operations task type adds maintenance cost. Here is the filter.
- 11 min read
- Sep 2, 2026
Field notes
Field notes.
Notes 17 to 32 of 153, newest first, published between Aug 6, 2026 and Sep 2, 2026.
Current notes
Notes from September 2026 back to August 2026.
AI Guides
AI Agent Pricing Models, Compared
Gartner: 40%+ of agentic AI projects canceled by 2027 due to cost overruns. The pricing model you sign determines whether yours is one of them.
- 10 min read
- Sep 1, 2026
AI Guides
How an AI Appointment Booking Agent Qualifies and Hands Off Leads
94% of B2B buying groups rank a favorite vendor before contacting sales (6sense 2025). An AI booking agent closes that window in minutes, not hours.
- 10 min read
- Aug 31, 2026
AI Guides
How to Build Your First AI Agent
Five decisions come before engineering. 41% of builders hit the same wall: data integration (Bain, n=951). Decide these first.
- 10 min read
- Aug 30, 2026
AI Guides
AI Agents vs Chatbots: What Every Marketing Leader Gets Wrong
A chatbot writes replies; an agent acts in your systems. Only 7% run autonomous agents; 38% approve every action (Bain, n=951).
- 10 min read
- Aug 29, 2026
AI Guides
What an AI Agent Actually Costs to Build in 2026
Only 7% run fully autonomous agents (Bain, n=951); data integration is the top cost driver. Price the integration surface first.
- 9 min read
- Aug 28, 2026
AI Guides
What an AI Agent Does for Inbound Lead Follow-Up
Most inbound leads cool in the reply gap. 83% of data leaders say agents are worth the risk (IBM, n=1,700). The 60-second follow-up build.
- 10 min read
- Aug 27, 2026
AI Guides
AI Agent Attribution Feedback Loops in B2B Marketing
64% report AI productivity gains; only 31% link them to pipeline (Salesforce, n=4,450). Close the loop from attribution to agent config.
- 11 min read
- Aug 18, 2026
AI Guides
AI ROI Maturity Model: What Levels 1 Through 4 Actually Look Like
78% of marketers say AI made them more effective (HubSpot); that is a Level 1 metric. The four-level model shows what proof looks like.
- 11 min read
- Aug 17, 2026
Strategy
The 90-Day Plan After a Benchmark Score
A score without a sequence is trivia. Fix the lowest infrastructure dimension first, checkpoint at Day 45, rescore at Day 90.
- 10 min read
- Aug 15, 2026
How-To Guides
The Handoff-Loss Problem: Where Attribution Data Dies
Attribution dies at four handoffs: ad-to-form, form-to-CRM, CRM-to-automation, automation-to-BI. 47% blame stack complexity (McKinsey).
- 10 min read
- Aug 14, 2026
AI Guides
The Board Update Template for AI Marketing ROI
Board updates fail by answering the wrong question. One headline metric in dollars, a trend line, an honest miss, and a specific ask.
- 11 min read
- Aug 13, 2026
AI Guides
Workflow Orchestration Debt: The Audit Framework
72% of marketing teams say reporting is still highly manual (NinjaCat 2026). The five-zone audit scores the debt behind it.
- 11 min read
- Aug 12, 2026
How-To Guides
Per-Post Pipeline Calculation: Measuring Influenced ARR
Channel reports cannot say which post produced pipeline. The query, inputs, and credit rules for influenced ARR per post.
- 10 min read
- Aug 10, 2026
How-To Guides
AI ROI Productivity Mismatch: When the Numbers Contradict
Productivity up, pipeline flat: the layer gap. 64% of CMOs struggle to show financial impact (Deloitte, n=300). How to reconcile the two.
- 10 min read
- Aug 9, 2026
AI Guides
Quarterly Attribution Audit Checklist: What to Check
UTM drift is silent until the board asks. The quarterly audit: capture coverage, CRM model, BI logic, exec summary, four layers.
- 10 min read
- Aug 6, 2026
Keep reading
Page 3 continues with notes 33 to 48.
It opens with “AI ROI Cohort Design: Why Deal Size Changes Everything”, published Aug 5, 2026.
Go to page 3