Field Notes

Practical writing for product leaders and boutique advisors – on deciding what to build, answering the hard questions, and running a sharper practice.

Managed Intelligence posts, page 1

  1. Field Notes

    Managed Intelligence

    The Consulting Firm AI Margin Gap Has Nothing to Do With Tools

    The 2026 SPI benchmark shows a 17.9% vs. 6.0% EBITDA gap. The difference isn't which AI tools consulting firms use — it's what's organized underneath them.

  2. Field Notes

    Managed Intelligence

    The 30-Client Plateau Is a Knowledge Problem, Not a Headcount Problem

    When boutique advisory practices hit the capacity ceiling, most reach for headcount. What we see consistently: it's a knowledge problem, not a bandwidth one.

  3. Field Notes

    Managed Intelligence

    The Fractional COO's Role Just Changed. Here's the Gap It Left.

    AI drove a 46% fractional COO demand surge by restructuring the role itself. Here's what the unbundling left behind – and why it matters for boutique advisors.

  4. Field Notes

    Managed Intelligence

    What Boutique Advisors Actually Need From a Research Partner

    Boutique advisors don't need more research help – they need a synthesis layer. Here's what that looks like, and how to tell the difference.

  5. Field Notes

    Managed Intelligence

    Your Clients Compare Your Deliverables to Their Salesforce

    64% of mid-market executives expect real-time consulting visibility, up from 31% in 2023. Here's why the static deliverable is now a structural problem.

  6. Field Notes

    Managed Intelligence

    Enterprise Document AI Isn't Built for Boutique Advisory Practices

    Hebbia runs $3K–$10K per seat per year. Blueflame is now part of Datasite. Neither has a boutique tier — and the gap is structural, not cosmetic.

  7. Field Notes

    Managed Intelligence

    The $50K Alternative to McKinsey: Managed Intelligence for Advisors

    DiligenceSquared delivers M&A research for $50K vs. $500K–$1M from McKinsey. Bridgetown raised $19M on the same thesis. The model this validates matters.

  8. Field Notes

    Managed Intelligence

    Why Your CRM's AI Doesn't Know When a Client Is at Risk

    Generic CRM AI flags at-risk consulting clients correctly just 41% of the time. Here's why that gap exists and what the firms hitting 79% built instead.

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