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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.

AI Guides

From 10 AI Tools to 3

89% of marketing teams use 3+ tools just to identify performance issues, yet only 8% orchestrate multi-step workflows (NinjaCat 2026). Here is the 3-question framework that decides which tools survive.

  • 10 min
  • Jul 3, 2026
Open

AI Guides

Marketing Data Quality

Only 26% of executives trust their data for AI revenue (IBM IBV, n=2,500, 2025). Here is how to fix the four quality dimensions before your next AI sprint.

  • 10 min
  • Jul 2, 2026
Open

How-To Guides

How to Attribute Pipeline

Only 41% of marketing leaders report mature performance measurement (McKinsey, Oct 2024, n=104). Here is how to wire the three-field chain that connects case study downloads to closed pipeline: the utm_campaign tag, the CRM Contact field, and the Opportunity field copy at deal creation.

  • 10 min read
  • Jul 1, 2026
Open

How-To Guides

AI Attribution Window

Set your AI attribution window by workflow type: 30 days for paid demand, 90 for content programs, 180 for email follow-up. Match the sales cycle, not the tool.

  • 12 min
  • Jun 30, 2026
Open

AI Guides

Marketing AI Tool Sprawl

Marketing AI tool sprawl is the gap between tools licensed and workflows running. Use this three-question plan and 30-day cutover to cut from 10 to 3.

  • 10 min
  • Jun 29, 2026
Open

How-To Guides

How to Attribute Pipeline

Only 18.2% of B2B marketing teams use integrated attribution across channels. Here is how to wire the three data points that connect webinar attendance to closed pipeline: the registration UTM, the CRM attendance record, and the opportunity field.

  • 10 min read
  • Jun 27, 2026
Open

How-To Guides

Your AI Marketing CFO

Only measured of CEOs say their company's AI investments are paying off. Here are the 4 slides and 3 numbers that answer CFO skepticism before it becomes a budget cut.

  • 9 min read
  • Jun 26, 2026
Open

AI Guides

AI Workflow Error Handling

AI workflow error handling covers four failure types, each needing its own route. Here is a monitoring setup that catches them before your pipeline review does.

  • 10 min
  • Jun 25, 2026
Open

How-To Guides

AI Adoption Maturity

AI adoption maturity measures whether your tools share context and update the shared record automatically. Here is what each of the four levels looks like in practice.

  • 11 min
  • Jun 24, 2026
Open

How-To Guides

Claude for Cold Email

Personalization drives 52% higher reply rates (Hunter.io, 11M emails). Write cold email that gets replies in Claude with copy-paste, real-observation prompts.

  • 12 min
  • Jun 23, 2026
Open

How-To Guides

Claude for Agencies

Agencies want 64 accounts per strategist, up from 35 (AgencyAnalytics, 2025). Claude as a client-ops OS: a workspace per client, reports from a ledger.

  • 15 min
  • Jun 23, 2026
Open

Field Notes

How to Win Clients

80% of B2B buying happens without vendor contact (Gartner, 2025). Win clients by leading with a free AI system scan, not a meeting request.

  • 12 min
  • Jun 23, 2026
Open

How-To Guides

How to Attribute Pipeline

To attribute pipeline to a specific blog post, you need one step most teams skip: copying the contact first-touch UTM to the opportunity record so revenue reports can group deals by post slug. Here is how to wire it and build the report.

  • 13 min
  • Jun 23, 2026
Open

How-To Guides

12 Claude Skills Every

68% of small businesses use AI, but most as a chatbot (US Chamber, 2025). These 12 Claude skills run the recurring revenue work: plans, leads, email, more.

  • 11 min
  • Jun 22, 2026
Open

How-To Guides

Your First AI revenue

Your first AI measurable movement report will look flat or negative. Before you cut the budget, read why early numbers systematically undercount value, and what to show your board instead.

  • 13 min
  • Jun 22, 2026
Open

AI Guides

What Is a Workflow

A workflow data contract defines what each AI marketing step must receive from the step before it. Without one, your agentic stack fails silently at every handoff.

  • 13 min
  • Jun 21, 2026
Open

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