Field notes.
Practical writing on lead systems, AI and getting found, for service businesses that want every enquiry answered and every job booked.
13 Aug 2026
A Practical AI Use Policy for a Small Team
A plain, one-page AI policy template for UK small teams: approved tools, handling customer data, who checks outputs, and when to escalate. Written to…
Read →11 Aug 2026
How to Find the Best Workflow to Automate First
Not sure what to automate first? Run a simple workflow automation audit to find the one repetitive, slow or error-prone process worth fixing first.
Read →4 Aug 2026
When an AI Lead Assistant Should Hand Over to a Human
A practical guide for UK service businesses on where an AI lead assistant stops and a person steps in, covering sensitive, complex and high-value…
Read →30 Jul 2026
Handling Out-of-Hours Enquiries Without a Night Shift
How UK service businesses can capture, qualify and route out-of-hours enquiries in the evenings and at weekends, without hiring a night team.
Read →28 Jul 2026
Moving from Spreadsheets to a CRM Without Losing the Plot
A calm, step-by-step guide to spreadsheet to CRM migration for UK service businesses: how to move customer data safely without losing history or breaking…
Read →23 Jul 2026
WhatsApp Business Platform vs the Free App for Enquiries
Free WhatsApp Business app or the WhatsApp Business Platform? A plain guide for UK service businesses on which one handles your enquiries and keeps…
Read →21 Jul 2026
Writing Service Content That AI Answers Can Cite
How UK service businesses can write content that gets picked up and cited by AI answers. Practical answer engine optimisation, grounded in Google and…
Read →10 Jul 2026
Local SEO for UK Service Businesses: Getting Found Nearby
A plain guide to local SEO for UK service businesses. Rank in the map pack, win nearby enquiries, and turn searches into booked jobs.
Read →7 Jul 2026
Generative-Engine Optimisation: Getting Cited in AI Answers
Generative-engine optimisation (GEO) is how you get your business cited when people ask ChatGPT, Gemini and Copilot. Here is what it is and how…
Read →15 May 2026
How a Catering Firm Stopped Losing Enquiries
A UK catering and events company was losing event enquiries in the gap between the form and the reply. Here is what changed, and…
Read →Stop losing enquiries.
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