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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.

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

Field Notes

Claude as a business OS

Most AI tools forget the business after each chat. A useful Claude setup keeps context, runs repeatable work, and makes the next run smarter.

  • 12 min
  • Jun 15, 2026
Open

How-To Guides

SEO plan in Claude

Organic search drives 53% of traffic (BrightEdge, 2025). Use Claude to read the page, rank the issues, and turn the plan into repeatable SEO work.

  • 7 min
  • Jun 15, 2026
Open

How-To Guides

Score leads with Claude

Within-an-hour response makes a lead 7x more likely to qualify (HBR). Use Claude to score prospects against your profile so fast follow-up hits the right ones.

  • 7 min
  • Jun 15, 2026
Open

How-To Guides

AI system scan

The average site converts 2-3% of visitors (First Page Sage). Run a free AI system scan in Claude in 60 seconds: paste a URL, get a graded snapshot of the gaps.

  • 6 min
  • Jun 15, 2026
Open

How-To Guides

The 30-Day AI revenue

The 30-day AI measurable movement build produces three artifacts your CFO can read. PwC 2026 (n=1,217) found measured of AI gains flow to 20% of organizations. Here is the week-by-week sprint.

  • 13 min
  • Jun 14, 2026
Open

AI Guides

AI Lead Enrichment

An AI lead enrichment workflow that runs on a single ruleset routes wrong records to the wrong sources. Gartner puts the annual cost of poor data quality at implementation budget. Here is when orchestration fixes what automation cannot.

  • 12 min
  • Jun 13, 2026
Open

How-To Guides

How to Score Your

Score your marketing team's AI maturity in 12 minutes using a 10-dimension, 100-point framework. Find the buyer-path gap worth inspecting first.

  • 11 min
  • Jun 12, 2026
Open

How-To Guides

UTM Form Submit Capture

UTM form submit capture keeps source data out of the unknown bucket. 75% of B2B teams have 10%+ inaccurate lead data (Integrate 2025). Complete wiring guide.

  • 11 min
  • Jun 11, 2026
Open

How-To Guides

Hours saved misses revenue

AI productivity vs measurable movement is not the same measure. IBM's October 2025 study (n=3,500) found 66% of organizations report AI productivity gains but only 1 in 5 have seen actual measurable movement. Here is why hours saved fails the financial test, and the three metrics that replace it.

  • 12 min
  • Jun 10, 2026
Open

How-To Guides

Claude Fable 5 prompting

Claude Fable 5 follows brief, plain instructions better than any prior Claude model, per Anthropic's official prompting guide. Here is the 7-step recipe in plain English, plus the 8 paste-ready instructions we run in our own working setups: state the outcome, give the reason, set boundaries, pick the effort level, and require evidence behind every progress claim.

  • 14 min
  • Jun 10, 2026
Open

AI Guides

First workflow to orchestrate

BCG found AI leaders focus on 3.5 use cases versus 6.1 for laggards, generating 2.1x more measurable movement. Here is the four-criteria decision tree for choosing which marketing workflow to orchestrate first.

  • 12 min
  • Jun 9, 2026
Open

How-To Guides

Budget-cut warning signal

AI spend becomes easy to cut when it looks like a tool list instead of a working workflow path. Use the measurement brief to tie one tool to one buyer-path result.

  • 11 min
  • Jun 8, 2026
Open

How-To Guides

UTM campaign schema

B2B purchase decisions touch 27 touchpoints across 11 channels (Forrester 2026). Here is the four-field utm_campaign schema that makes attribution filterable and durable.

  • 11 min
  • Jun 7, 2026
Open

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Next step

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.

Choose the AI path