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Field notes

Field notes.

Use these notes when something in the buyer path feels off but the cause is still fuzzy. Pick the symptom, collect the facts, and decide whether it belongs in an audit.

Editorial library for Field notes

Current notes

Pick the note closest to the stuck step.

The goal is not more reading. The useful article helps name the repeated work, the missing proof, and the system path that may deserve attention.

How-To Guides

AI Attribution Window: Match 30, 90, or 180 Days to Each Workflow

One attribution window for everything is how content gets defunded. 30 days for paid, 90 for content, 180 for follow-up; match the cycle.

  • 12 min read
  • Jun 30, 2026
Follow the steps

AI Guides

Marketing AI Tool Sprawl: The Overbuy Trap and How to Fix It

79% of enterprises adopted AI agents; 11% run them in production (IBM, n=2,500). The three-question audit cuts 10 tools to 3.

  • 10 min read
  • Jun 29, 2026
Read the breakdown

How-To Guides

How to Attribute Pipeline to a Specific Webinar

Webinar platforms count registrations; CFOs count pipeline. Three data points connect attendance to the opportunity record.

  • 10 min read
  • Jun 27, 2026
Follow the steps

How-To Guides

Your AI Marketing CFO Presentation: 4 Slides, 3 Numbers

Only 25% of AI initiatives have delivered expected ROI (IBM, n=2,000). Four slides and three independently verifiable numbers beat skepticism.

  • 9 min read
  • Jun 26, 2026
Follow the steps

AI Guides

AI Workflow Error Handling: Four Types, Four Routes

Four failure types, four routes: halt, retry, notify, or reroute. The monitoring setup that catches breaks before your pipeline does.

  • 10 min read
  • Jun 25, 2026
Read the breakdown

How-To Guides

AI Adoption Maturity: What Good Looks Like in B2B Marketing

Deloitte (n=3,235): 37% use AI at surface level; 34% are starting to transform. The four maturity levels, with what good looks like.

  • 11 min read
  • Jun 24, 2026
Follow the steps

How-To Guides

Claude for Cold Email: Prompts That Get Replies

Personalization lifts reply rates 52% (Hunter.io, 11M emails). Observation-first Claude prompts write cold email people answer.

  • 12 min read
  • Jun 23, 2026
Follow the steps

How-To Guides

Claude for Agencies: The Client-Ops Operating System

Agencies want 64 accounts per strategist, up from 35 (AgencyAnalytics). A workspace per client and reports from a ledger get you there.

  • 15 min read
  • Jun 23, 2026
Follow the steps

Field Notes

How to Win Clients With a Free AI System Scan

80% of B2B buying happens before a vendor call (Gartner). Lead with a free scan of their own site and let the honest read sell.

  • 12 min read
  • Jun 23, 2026
Read the field note

How-To Guides

How to Attribute Pipeline to a Specific Blog Post

The step everyone skips: copy the contact first-touch UTM to the opportunity. Then revenue reports can group deals by post slug.

  • 13 min read
  • Jun 23, 2026
Follow the steps

How-To Guides

12 Claude Skills Every Small-Business Owner Should Install

68% of small businesses use AI, mostly as a chatbot (US Chamber). Twelve skills turn Claude into the system that runs the revenue work.

  • 11 min read
  • Jun 22, 2026
Follow the steps

How-To Guides

Your First AI ROI Report Will Look Bad. Here Is Why.

Your first AI ROI report will look bad; the J-Curve says it must. 57% of failures come from expecting results too fast (Gartner).

  • 13 min read
  • Jun 22, 2026
Follow the steps

AI Guides

What Is a Workflow Data Contract? A Field Guide for AI Marketing

Gartner: 60% of AI projects will be abandoned on data readiness. A data contract per handoff is the cheapest insurance; the field guide.

  • 13 min read
  • Jun 21, 2026
Read the breakdown

How-To Guides

How to Find Wasted Ad Spend With Claude (Copy-Paste Audits)

20-30% of ad budget is wasted and most accounts cannot see it. Budget-weighted, copy-paste Claude audits find the gap in one afternoon.

  • 14 min read
  • Jun 20, 2026
Follow the steps

How-To Guides

Benchmark Your Marketing Team: NinjaCat 2026 Baseline

Only 8% of teams orchestrate AI workflows; 72% still report manually (NinjaCat, n=532). Three 10-minute tests show where you stand before the operations agent.

  • 12 min read
  • Jun 20, 2026 · Updated Sep 2, 2026
Run the three tests

How-To Guides

Vendor AI ROI Claims: The Trap and the Fix

Only 28% of AI projects fully meet ROI expectations (Gartner, n=782). Five mechanisms inflate vendor claims; each has a counter.

  • 11 min read
  • Jun 18, 2026
Follow the steps
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Find the gap first.

Start with the repeated work, the source material, and the business result. Then choose strategy, an agent, or a custom AI system.

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