What the research says, and what we would do about it.
Short briefs on outside research, each linked to its source and followed by our take, plus the working documents we use ourselves.
Plain answers to the questions owners ask
Each article gives the short answer first, then the detail behind it.
- Strategy
What is a lead to revenue system?
A lead to revenue system connects tools, rules and people from first signal to repeat customer. Here is what it covers, how it differs from a marketing stack and where to start.
- Speed-to-lead
How fast should you respond to a new lead?
Respond within minutes, at any hour. Here is how to measure your own response time, what a speed-to-lead fix includes and what should stay human.
- Reactivation
What is database reactivation, and when does it make sense?
Database reactivation restarts conversations with past customers who opted in. Here is when it makes sense, when it does not and how a campaign runs.
Other people's research, our take
We paraphrase the finding, explain what it means for you and link the original.
- Lending
Online lenders keep gaining applicants, and borrowers keep noticing the fine print
Federal Reserve Banks, March 3, 2026
- Finance professionals
Accountants want more advisory work. Data cleanup and staffing stand in the way
CPA Practice Advisor, reporting on the Intuit QuickBooks survey, July 2, 2026
- Private equity
Private equity moves AI from pilots to the value creation plan
KPMG LLP, from an interview in Private Equity International, 2026
Working documents, free with an email
Each one answers a question on paper before it reaches a meeting.
- PDF scorecard
Deal Prequal Scorecard
Twenty questions across four tests, real, placed, paid and recovered, for equipment and commercial deals. Grade each one Green, Yellow or Red, and let the rules decide whether it moves forward.
- Spreadsheet and a short guide
AI Governance Starter Kit
An AI inventory register, a use-case risk-tier sheet and an acceptable-use policy outline, built for the automated-decision rules that take effect in Colorado and California on January 1, 2027.
When reading doesn't settle it
Forty-five minutes. Bring your funnel as it stands and we will show you where it leaks.