Notes from the work.
Deep dives on the handoffs, data leaks, and automation decisions that turn into revenue systems.
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Showing 1-10 of 68 notes
Facebook Marketplace for Dealerships: How to Use It
Dealerships can use online marketplaces to show vehicles to local buyers and start sales conversations. Access and listing options vary by account and location.
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Claude Duet: What Small Businesses Should Do Now
Claude Duet is a proactive AI agent that checks connected apps, works in the background and brings decisions to you. It signals a move beyond chat assistants toward agents that can prepare work without waiting for each prompt.
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Delta AI Cockpit Automation Stance: SMB Lessons
Available evidence does not establish an official Delta AI cockpit automation stance that supports replacing a pilot with AI. Instead, it makes the safety case for automation assisting at least two qualified pilots, as current U.S.
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Citi AI Agent Restrictions: A Business Guide
Citi is restricting AI agents from accessing customer accounts as banks tighten control over software that can act on a person's behalf.
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CRM for Equipment Dealers: What It Should Do
A CRM for equipment dealers should help you track leads, manage follow-up, and keep every quote tied to the right customer and machine.
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Recruitment Automation Tools: What to Use
Recruitment automation tools help with repeat hiring work, such as sorting applicants, sending messages, booking interviews, and updating records.
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Dealership Texting: How It Should Work
Dealership texting works best when it helps you reply fast, make the next step clear, and save the conversation where your sales process can use it. It should not be random messages from a personal phone or a stream of vague follow ups.
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BDC Sales: Meaning, Process, and Fixes
BDC sales means the work a business development center does to turn leads into real sales chances.
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GoHighLevel AI Studio: What It Does
GoHighLevel AI Studio is used to add AI help inside a GoHighLevel account, often for lead replies, message drafts, follow-up, and workflow steps.
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AI Recruitment Tools: What to Use and When
AI recruitment tools help with jobs like finding candidates, screening resumes, scheduling interviews, writing messages, and tracking hiring work. The right tool depends on where your hiring process slows down most.
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Every field note, by topic
For contractors5
For law firms4
For recruiters2
For facilities teams9
- Automated maintenance systems that catch missed work
- Predictive maintenance software: what to test first
- Facility management system: what it should control
- CMMS software for manufacturing: what to check first
- Predictive maintenance in manufacturing: where to start
- Power Automate Desktop limitations for facilities teams
- Work order automation from email, without a new CMMS
- Before a CMMS replacement, automate these 5 handoffs
- Vendor SLA tracking and dispatch for facilities teams
- For facilities teams page →
For equipment dealers3
For used-car dealers11
- Used car dealer software for your sales pipeline
- Used car dealer CRM features to test before you buy
- Dealer deal tracking: one deal state from lead to delivery
- Used car dealer management software: what to fix first
- Dealership automation for sales: what to automate first
- Vehicle appraisal software that keeps up with CarMax
- DMS integration without the $15K setup: n8n + CSV
- Dealership lead response time: how to hit 60 seconds
- Should you replace your BDC with an AI BDC?
- Why big car dealership AI tools don't fit 30-vehicle lots
- Used car inventory sourcing with AI auction scoring
- For used-car dealers page →
n8n consulting4
MCP server development4
Claude Code for teams5
Legacy system modernization1
Business process automation7
- How to choose a workflow automation consultant
- AI automation for small business: what to buy first
- AI automation agency vs freelancer vs in-house team
- How to hire an AI automation consultant: questions to ask
- AI automation consulting pricing: what moves the price
- AI automation companies: how to compare them
- Contract management automation: what to automate first
- Business process automation page →
GoHighLevel developer1
Recruiting automation3
More field notes9
- Facebook Marketplace for Dealerships: How to Use It
- Claude Duet: What Small Businesses Should Do Now
- Delta AI Cockpit Automation Stance: SMB Lessons
- Citi AI Agent Restrictions: A Business Guide
- CRM for Equipment Dealers: What It Should Do
- Recruitment Automation Tools: What to Use
- Dealership Texting: How It Should Work
- BDC Sales: Meaning, Process, and Fixes
- GoHighLevel AI Studio: What It Does