Field notes
Notes on building revenue engines.
Field notes from building software, AI and automation for growing businesses.
Founders & SaaS
What Do Investors Want to See Before Investing? The Data Room That Signals "Fundable"
What do investors want to see before investing? The metrics, tech, and operational evidence they scrutinize in diligence — and how to engineer readiness before you raise.
69 posts in All
AutomationHow to Increase Treatment Plan Acceptance: Stop Losing High-Ticket Cases After the Consult
Getting patients in the door is half the funnel. Here's how to increase treatment plan acceptance by fixing the 4 leaks that turn 'I'll think about it' into lost revenue.
Design & UXWhy Isn't My Website Converting? Your Pretty Site Is Costing You Bookings
You paid for a redesign and bookings didn't move. If you're wondering why isn't my website converting, here are 5 conversion-killing gaps and a 7-point self-audit to fix them.
Founders & SaaSHow to Raise Prices Without Losing Customers (When You're Already Fully Booked)
Fully booked and still broke? You're underpriced. Here's the math, the messaging, and the test that shows you how to raise prices without losing customers.
AutomationA Digital Loyalty Program for Restaurants: Stop Renting Your Customers
Punch cards get lost and stamp apps sell your data back to you. Here's how a first-party digital loyalty program for restaurants lifts visit frequency, raises average check, and lets you own the customer list instead of renting it.
Founders & SaaSShould I Put Prices on My Website? The Hidden Objection Killing Your Bookings
Should I put prices on my website? Hiding them feels safe but filters out ready-to-buy customers and floods you with tire-kicker calls. Here's when transparency wins.
AutomationContact Form vs Online Booking: Why Your Form Is Bleeding Money
Your website has a contact form where a booking button should be. Here's the exact drop-off it creates — and how a live booking plus deposit flow captures the revenue you're losing.
AutomationHow to Track Where Customers Come From: The Attribution Blind Spot Bleeding Your Small Business
Most small business owners spend on ads, social, and SEO but can't say which channel produces paying customers. Here's how to track where customers come from and stop cutting the wrong things.
SoftwareYour Restaurant's PDF Menu Is Killing Your Online Ordering System (Here's the Fix)
Your PDF menu makes guests hungry, then sends them straight to DoorDash. Here's why you need a real online ordering system for restaurants — and the math on recovering direct orders and payments you own.
AutomationThe Reserve with Google Booking Button: Why Your GBP Ranks But Doesn't Convert
Your Google Business Profile shows up on Maps — but if it doesn't have a Reserve with Google booking button, high-intent searchers are bouncing to a competitor. Here's the leak and how to plug it.
AutomationHow to Get More New Patients for My Clinic: Fix the Funnel That's Leaking Them
Your clinic website is leaking high-value new patients. Here's the exact new-patient acquisition funnel — CTA, online booking, pre-qualification, review proof, and speed-to-response — that turns searchers into booked first appointments.
AutomationHow to Recover Abandoned Online Bookings (The Revenue You Already Earned)
Prospects start a booking or try to reach you after hours — then vanish. Here's the auto-recovery sequence that reclaims abandoned and after-hours bookings you already paid to attract.
AutomationHow to Get More Referrals for My Business: Build the Engine, Stop Hoping
How to get more referrals for my business: stop hoping and install an automated referral engine wired into your booking and review systems.
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