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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

CAC payback example

Measure CAC payback by splitting one AI-assisted acquisition path from the comparable old path, then inspect cost, margin, owner, and decision.

  • 12 min
  • Jun 6, 2026
Open

AI Guides

Isolated AI tools

AI tools fail quietly when they sit outside the workflow. Use this four-layer plan to find the broken handoff and decide which pipe to build first.

  • 11 min
  • Jun 5, 2026
Open

How-To Guides

AI maturity levels

AI maturity is not tool count. It is the move from scattered AI activity to one buyer path with a trigger, source record, owner, stop rule, and proof review.

  • 11 min
  • Jun 4, 2026
Open

How-To Guides

CTA attribution helper

A withUtm() helper marketing function auto-tags every CTA automatically. Only 41% of marketing leaders measure at maturity (McKinsey 2024). Thirty-minute build.

  • 12 min
  • Jun 3, 2026
Open

How-To Guides

Sales cycle compression

measured of B2B sales pros say cycles are getting longer (Salesforce 2026, n=4,050). AI sales cycle compression explains why. Here is how to measure it on a matched cohort.

  • 12 min
  • Jun 2, 2026
Open

Industry Insights

Dispensary menu sync

Dispensary menu sync automation keeps Dutchie, Jane, Leafly, and Weedmaps matching your POS in real time so you stop overselling sold-out products.

  • 9 min
  • Jun 1, 2026
Open

Industry Insights

Cart recovery for dispensaries

Can dispensaries run abandoned-cart emails legally? Yes, with consent. A compliant dispensary abandoned cart recovery playbook under CAN-SPAM and TCPA.

  • 9 min
  • Jun 1, 2026
Open

How-To Guides

Marketing automation breaks

Gartner predicts measured of AI projects fail for data (2025). Five marketing automation failure patterns explain why. Each has a detection signal and a fix.

  • 12 min
  • Jun 1, 2026
Open

How-To Guides

AI maturity dimensions

The benchmark is useful only when it points to one operating gap. Here are the ten dimensions, how they are scored, and how to choose the first buyer-path fix.

  • 12 min
  • May 31, 2026
Open

Industry Insights

Cannabis customer service

AI customer service for cannabis dispensaries must age-gate, refuse dosing claims, and read the POS. Here is how to automate compliantly without a TCPA suit.

  • 11 min
  • May 30, 2026
Open

How-To Guides

First touch vs last touch

Both first-touch and last-touch attribution miscount B2B deals. Only 18.2% use integrated attribution (RevSure 2025, n=60). Here is the comparison and fix.

  • 12 min
  • May 30, 2026
Open

How-To Guides

Pipeline-influenced revenue

18.2% of B2B teams use integrated attribution (RevSure 2025). Most define pipeline-influenced revenue post hoc. Here is the three-component definition that survives a finance review.

  • 12 min
  • May 29, 2026
Open

How-To Guides

Measure measurable movement

measurable movement is not a slide about hours saved. Measure one path, write the claim rule, separate costs, compare to a baseline, and make a keep, repair, expand, or stop decision.

  • 9 min
  • May 28, 2026
Open

How-To Guides

The 44% Gap

Only 44% of marketing leaders trust their attribution data (Marketing Report 2026). Most stop at channel-level reporting and cannot tell which specific blog post or webinar produced pipeline. Here is the per-post attribution framework, the withUtm() helper we use to dogfood it, and a 30-day build plan.

  • 17 min
  • May 28, 2026
Open

How-To Guides

Workflow map in 60 minutes

A workflow map shows how one buyer path moves today: trigger, owner, tool, output, and failure path. Use it to find the handoff worth fixing first.

  • 12 min
  • May 28, 2026
Open

How-To Guides

Workflow Orchestration

Orchestration is not tool count. It is one buyer path with a trigger, approved sources, structured output, owner, stop rule, and proof review.

  • 18 min
  • May 27, 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