FIELD REPORTS
Selected builds from inside real marketing orgs — CRM architecture, lead routing, attribution instrumentation, AI search visibility, agentic CRM ops. Built, shipped, measured, and documented while it was still fresh.
Agentic CRM Operations: HubSpot × Claude
Natural-language pipeline triage and reporting, with a governed boundary around what the agent may touch.
READ FULL REPORT >❯Two Businesses, One Funnel: a Tolitoz Teardown
A restaurant with five ways to order dinner and no way to book the catering that pays better. A read of the live site, ranked by what it costs.
❯allisonsacehardware.com for a 1971 Hardware Store
A neighborhood Ace store running seven service lines, an installation business, and a national storefront — one site that keeps all three straight.
❯masterdatawrangler.com, Start to Finish
My own site: direction, build, and instrumentation, with a copywriter and a designer doing the parts they do better than me.
❯Custom Lead Distribution at Dealer Scale
A labeled association model that routes 80,000+ leads a year to the right territory without a human touching a list.
❯Answer Engine Optimization for AI Search
Making 700+ articles machine-readable so assistants cite the brand correctly instead of improvising.
❯Counting the Losses in a Conversion Funnel
Absolute drop-off counts instead of comforting percentages — then a workflow that goes after the people who left.
❯A Podcast Platform the Marketing Team Owns
HubDB-backed episodes and reusable modules, so publishing never queues behind a developer.
❯serenitypcs.com for a Psychiatric Practice
A full site for a mental-health clinic: services, clinician profiles, insurance options, and a consultation request that actually arrives.