Field Notes

Notes from the field,
not the brochure.

Practical notes on using AI in a real small business. No hype, no jargon. Just what works, what doesn't, and what we'd tell a friend who runs the place.

Getting started 7 min read

Where to actually start with AI when everything sounds urgent

Read note

The pressure to "do something with AI" often leads to a flashy demo that never touches real work. Start dull instead: pick one hated, frequent, repeatable task and test whether improving it is worth a week.

All notes

The working archive.

Short, specific reads for the person actually deciding what to do next. Written from real engagements, not a content calendar.

Pilots

What a useful AI pilot looks like

A good pilot is small, time-boxed, and tied to a number you already track. We share the one-page brief we use to keep pilots honest — and the exit criteria that let you stop one without it feeling like failure.

5 min read Read
Measurement

Measuring time saved without fooling yourself

Hours saved is the easiest metric to inflate and the hardest to defend. How to baseline the before, count the after, and report a number you would stand behind in front of your CFO.

5 min read Read
Judgment

When not to use AI

Every vendor will tell you where AI fits. Almost no one will tell you where it doesn't — which is strange, because knowing when to walk away is most of what makes the technology pay off. A short, honest list of the places we tell clients to leave it alone.

5 min read Read
Decisions

Build vs. buy for a 20-person team

You do not have a platform team, and you should not pretend you do. A plain framework for deciding when an off-the-shelf tool wins and when a small custom build actually pays for itself.

8 min read Read
Data & trust

Keeping your data out of the model

You can get real value from AI without handing your customer records to a vendor for training. A practical look at retention settings, data boundaries, and the questions to ask before anything sensitive goes near a prompt.

7 min read Read
Agents

What an AI agent actually is — and the three safe places to start

"Agent" is the word of the year, and it's doing a lot of work. Strip away the mystique and an agent is just software that can take a few steps on its own toward a goal you set. The question that matters isn't how clever it is — it's where you'd let one off the leash, and where you wouldn't.

7 min read Read
Operations

The boring work that makes AI worth it

Clean inputs, clear ownership, a place for the output to land. The unglamorous groundwork is what separates a tool people use from a tool people quietly abandon.

6 min read Read
Strategy

Why most automations fail in month two

The build works. The launch goes fine. Then reality drifts — a form changes, an edge case shows up, nobody owns it. Here is what keeps an automation alive past the honeymoon.

6 min read Read
Process

The handoffs where work goes to die

When a job stalls, everyone blames a person. Look closer and the delay almost never lives inside the work — it lives in the gaps between steps, where something sits in an inbox waiting to be noticed. The biggest wins from automation aren't faster tasks. They're handoffs that stop dropping things.

6 min read Read
Customers

The follow-ups falling through the cracks

Most small businesses don't lose customers to a competitor. They lose them to silence — a quote nobody chased, a "let me think about it" nobody circled back on. The fix isn't a bigger CRM. It's making the follow-up happen without depending on someone remembering.

6 min read Read
Content

Using AI for content without sounding like everyone else

AI can fill a content calendar in an afternoon. The problem is it fills everyone's the same way — the same tidy, weightless, faintly robotic paragraphs. The win isn't generating more content. It's getting the speed of AI drafting while keeping the one thing that makes content work: sounding like you.

6 min read Read
Have a workflow?

Show us where the work gets stuck.

Bring the repetitive handoff, follow-up, or admin task nobody wants to own. We'll help find the first useful build.

Book a free call
Stay in the loop

Get Field Notes
in your inbox.

One practical note when we have something worth sending — never on a schedule for its own sake. No pitches, no funnel. Unsubscribe in one click.

Prefer to talk? Get in touch