Field Notes

Practical writing for product leaders and the boutique advisory firms that rely on them – diagnostic patterns, strategy decisions, document intelligence, and how to operate a sharper consulting practice.

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Knowledge & AI

How I Built an AI Publishing Pipeline

I spent about a month building a pipeline that handles my newsletter, blog, LinkedIn, and Facebook from a single Obsidian draft. Here's what I built.

5 min read
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Knowledge & AI

How I Built a Drop-a-File AI Video Publishing Pipeline

How I built a drop-a-file AI video publishing pipeline using Claude Code – and what it says about running content ops without the grind.

5 min read
An open notebook with handwritten notes on a wooden desk, representing the organized knowledge layer in a boutique advisory practice
Intelligence Services

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 architecture problem, not a bandwidth problem.

4 min read
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Intelligence Services

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.

5 min read
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Intelligence Services

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.

6 min read
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Intelligence Services

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.

4 min read
A hand holding a digital stylus pointing at printed financial charts and graphs spread across a desk, with a laptop and tablet visible in the background
Intelligence Services

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.

5 min read
A professional advisor reviewing research documents at a desk in an office setting, representing the managed intelligence model for boutique advisory firms
Intelligence Services

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.

4 min read
A professional's desk with an open laptop, handwritten notes, and stacked documents representing meeting documentation and knowledge management
Knowledge & AI

Why Your Meeting Notes Aren't Building Institutional Knowledge

Your AI meeting tools capture what's said. Institutional knowledge requires a synthesis layer above capture — curation, retrieval, and patterns that compound.

5 min read