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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 buyer path, the missing proof, and the fix that may deserve a sprint.

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

How-To Guides

How to Find Wasted

20-measured of ad budget is wasted, and most accounts cannot see it (2025 PPC data). Find wasted ad spend in Claude with copy-paste, budget-weighted plans.

  • 14 min
  • Jun 20, 2026
Open

How-To Guides

Benchmark Your Marketing Team

Compare your team's reporting, data structure, and workflow orchestration against the NinjaCat 2026 baseline. Three practical tests, 30 minutes.

  • 12 min
  • Jun 20, 2026
Open

How-To Guides

Channel vs Asset Attribution

Channel vs asset attribution answers two different questions. Only 37% of CMOs have data linking both (NIQ 2026). Here is the decision rule: when to use each.

  • 12 min
  • Jun 19, 2026
Open

How-To Guides

Vendor AI measurable movement

Vendor AI measurable movement claims are structurally inflated. Only 28% of AI projects fully meet measurable movement expectations (Gartner, n=782). Here are the five inflation mechanisms and the four-question brief that verifies any vendor number.

  • 11 min
  • Jun 18, 2026
Open

How-To Guides

Inbound Lead SMS Automation

Inbound lead SMS automation closes the 42-hour B2B response gap. HBR research shows 21x better qualification within five minutes. The 30-day orchestration playbook covers trigger layer, SMS sequence, compliance, and measurement.

  • 12 min
  • Jun 17, 2026
Open

How-To Guides

Claude for Solopreneurs

There are 30.4M one-person businesses in the US (Census, 2023). These Claude skill patterns help owners keep plans, prospects, follow-up, and daily planning from slipping.

  • 6 min
  • Jun 16, 2026
Open

How-To Guides

The 30-Page AI System

The AI system benchmark report scores 10 dimensions across 15 questions, returns a 0-100 score, maps it to one of 4 tiers, and produces 3 next-move recommendations from your largest gaps. Here is what every section contains.

  • 12 min
  • Jun 16, 2026
Open

How-To Guides

CRM Attribution Properties

CRM attribution properties track which content asset produced a form fill. Seven-field schema, CRM/email platform and Salesforce setup, five-column pipeline report.

  • 11 min
  • Jun 15, 2026
Open

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