Field notes

68 notes

Notes from the work.

Deep dives on the handoffs, data leaks, and automation decisions that turn into revenue systems.

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Showing 11-20 of 68 notes

GoHighLevel A2P registration: approved is not live

GoHighLevel A2P registration clears the carrier gate, not your launch. Check consent, number approval and workflow proof before releasing customer messages.

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How to choose a workflow automation consultant

How to choose a workflow automation consultant: look for one clear outcome, owned records, production proof, and a handoff your team can actually use.

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Automated maintenance systems that catch missed work

An automated maintenance system should catch missed work, route each exception to a named owner, and prove the job closed. Here is how to test one first.

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A folded cloth, plain brush and work gloves lie on a maintenance shelf.

Legacy software modernization without a big bang

Legacy software modernization works best in small, safe steps. Here is how to find the first boundary to change without a risky big-bang replacement.

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Recruiting automation software: how to pick the right one

How to choose recruiting automation software: keep one source of candidate truth, an owner on every stale file, and people on every hiring decision.

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Legal document automation software needs these controls

Legal document automation software should protect approved language, client data and attorney review. Here is what I test before a firm picks a platform.

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How to choose an n8n automation consultant

How to choose an n8n automation consultant: judge ownership, failure handling, proof of results and the handoff, then run one paid acceptance test.

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AI automation for small business: what to buy first

AI automation for small business works best as one narrow build: a repeated handoff, one owner, one measurable result. Here is how to pick what to buy.

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AI automation agency vs freelancer vs in-house team

AI automation agency vs freelancer vs in-house team: when each one fits, what each one risks, and why every model still needs one owner inside your business.

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How to hire an AI automation consultant: questions to ask

How to hire an AI automation consultant: the questions to ask about scope, proof, ownership, and recovery before a polished demo wins the room.

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