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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 a plan.

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.

strategy

The 90-Day Plan After

A sequenced 90-day AI marketing plan from a benchmark score: which dimension to fix first, how to run the Day 45 checkpoint, and how to rescore at Day 90.

  • 10 min read
  • Aug 15, 2026
Open

How-To Guides

The Handoff-Loss Problem

Why attribution data gets lost at each system handoff, how to identify the four failure points, and what to fix first in your attribution stack.

  • 10 min read
  • Aug 14, 2026
Open

AI Guides

The Board Update Template

Most AI marketing board updates fail because they answer the wrong question. This four-section template gives CFOs exactly what they need: one headline metric, a trend line, an honest assessment, and a specific ask.

  • 11 min read
  • Aug 13, 2026
Open

AI Guides

Workflow Orchestration Debt

Workflow orchestration debt compounds every quarter it goes unaddressed. This five-zone plan framework scores your stack and tells you what to retire first.

  • 11 min read
  • Aug 12, 2026
Open

ai-marketing-maturity

How to Compare Your

How to compare your AI marketing benchmark score to actual peer teams. Step-by-step cohort selection, score adjustment, and priority setting for B2B SaaS.

  • 10 min read
  • Aug 11, 2026
Open

How-To Guides

Per-Post Pipeline Calculation

The per-post pipeline calculation identifies which blog posts influenced real deals. Here are the data inputs, query structure, and credit-splitting rules.

  • 10 min read
  • Aug 10, 2026
Open

How-To Guides

AI measurable movement

Productivity gains look strong; pipeline velocity stays flat. This is what creates the AI measurable movement productivity mismatch and how to reconcile it.

  • 10 min read
  • Aug 9, 2026
Open

How-To Guides

Automation vs Orchestration

Your marketing automation platform fires sequences on schedule, the CRM logs every activity, and the board deck calls it orchestration. If pipeline velocity has not moved despite the investment, five diagnostic signals reveal whether your stack is coordinating or just automating. IDC 2024 AI Opportunity Study (n=3,130) found top-performing AI programs return implementation budgetper dollar vs. implementation budgetfor average programs. The measurable gap is coordination, not tool selection. This post gives you a 30-minute self-diagnostic and the revenue math to act on the finding.

  • 10 min read
  • Aug 8, 2026
Open

ai-marketing-maturity

AI Marketing Benchmark

Your AI marketing benchmark score misses survey bias, stage mismatch, and adoption-vs-quality confusion. Here is how to interpret around the blind spots.

  • 10 min read
  • Aug 7, 2026
Open

AI Guides

Quarterly Attribution Plan

Run this attribution plan checklist quarterly to catch UTM drift, CRM data model inconsistencies, and AI pipeline reporting gaps before your next board deck.

  • 10 min read
  • Aug 6, 2026
Open

AI Guides

AI measurable movement Cohort

Most AI measurable movement analyses run across blended lead pools and miss the deal-size effect. Here is how to build cohorts that produce defensible numbers.

  • 11 min read
  • Aug 5, 2026
Open

workflow-orchestration

How to Cut Over

Most cutovers to orchestrated workflows fail at the decommission step. Here is the 1-day playbook to cut over without dropping leads or resetting attribution.

  • 11 min
  • Aug 4, 2026
Open

AI Guides

The Two BI Reports

Most content teams track attribution at the channel level. These two BI reports for content attribution give you per-post pipeline data in an afternoon.

  • 11 min read
  • Aug 2, 2026
Open

AI Guides

The Most Common AI

The most common AI measurable movement mistake: measuring activity outputs instead of pipeline outcomes. Here is the measurement architecture that closes the gap.

  • 11 min read
  • Aug 1, 2026
Open

workflow-orchestration

Marketing Workflow Versioning

Marketing workflow versioning is the rollout protocol that lets v2 go live without resetting attribution baselines or orphaning active leads. Six steps.

  • 10 min
  • Jul 31, 2026
Open

ai-marketing-maturity

Continuous AI Marketing

Dimension 10 measures whether continuous AI marketing optimization runs as a closed loop or a one-way reporting cycle. Gartner: only measured of teams are ready to scale.

  • 12 min read
  • Jul 30, 2026
Open

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