The Lab Notes

What we're learning, shipping, and arguing about.

Field notes from operators building production AI. No takes. No theory. The thing that broke last week and how we fixed it.

How Do You Audit a Website for AI Search Visibility?
Marketing
How Do You Audit a Website for AI Search Visibility?

To audit a website for AI Search visibility, you must evaluate its content and structure through the lens of an AI system. This involves analyzing for ...

May 28, 2026
Why Is AI Search Optimization More Than a Content Checklist?
Marketing
Why Is AI Search Optimization More Than a Content Checklist?

AI Search Optimization (AIO) is more than a checklist because AI systems evaluate content holistically, weighing clarity, authority, and structure together. A ...

May 26, 2026
What Should You Track in an AI Search Visibility System?
Marketing
What Should You Track in an AI Search Visibility System?

To effectively measure AI search visibility, track metrics beyond traditional rankings. Focus on AI citations, brand mentions, prompt coverage, source ...

May 26, 2026
How Do You Build an AI Search Visibility Roadmap for a Marketing Team?
Marketing
How Do You Build an AI Search Visibility Roadmap for a Marketing Team?

Building an AI Search visibility roadmap involves auditing your current AI-generated brand mentions, identifying high-value queries your customers ask, ...

May 26, 2026
How to Go From AI Curious to AI Leader in 90 Days
AI Systems
How to Go From AI Curious to AI Leader in 90 Days

Become an AI leader in 90 days by following a structured cycle. Dedicate 30 days to deeply learning one high-impact AI system, 30 days to building and ...

Apr 23, 2026
What Should Your AI Pitch to Leadership Actually Include?
AI Systems
What Should Your AI Pitch to Leadership Actually Include?

Your AI pitch to leadership should skip the hype and focus on business impact. Present a specific problem you solved with a working AI system, quantify the ...

Apr 23, 2026
Why Salespeople Who Ignore AI Are Losing Deals to Reps Who Don't
AI Systems
Why Salespeople Who Ignore AI Are Losing Deals to Reps Who Don't

Salespeople ignoring AI lose deals because AI-enabled competitors research faster, personalize outreach more effectively, and respond to complex questions ...

Apr 23, 2026
How to Document Your AI Systems So Your Company Sees You as the Architect
AI Systems
How to Document Your AI Systems So Your Company Sees You as the Architect

Document every AI system with a one-page brief detailing its objective, inputs, outputs, tools, and owner. This formalizes your work as a valuable company ...

Apr 23, 2026
What Makes an AI Implementation Actually Stick Inside a Marketing Team?
AI Systems
What Makes an AI Implementation Actually Stick Inside a Marketing Team?

Successful AI implementation sticks when it solves a tangible team problem, is owned by a single champion, and is treated as a system, not just a tool. Access ...

Apr 23, 2026
How Salespeople Can Use AI to Win More Deals Without Sounding Robotic
AI Systems
How Salespeople Can Use AI to Win More Deals Without Sounding Robotic

Let artificial intelligence handle account research, draft initial outreach, and summarize calls. This frees you to engage customers with the genuine, ...

Apr 23, 2026
Where Should a Marketer Start When Building an Internal AI Strategy?
AI Systems
Where Should a Marketer Start When Building an Internal AI Strategy?

Start by identifying your team's single biggest time drain. Build one focused AI system to solve that specific problem, measure the results, and use that ...

Apr 23, 2026
How to Avoid AI Toy Projects and Build Something That Actually Moves the Needle
AI Systems
How to Avoid AI Toy Projects and Build Something That Actually Moves the Needle

A real AI project is tied to a business metric, uses a repeatable workflow, and runs without constant human intervention. If your project only works when you ...

Apr 23, 2026
When Is the Right Time to Build Your First AI System at Work?
AI Systems
When Is the Right Time to Build Your First AI System at Work?

The right time is now, before a competitor or a colleague on another team does. The professionals building career-defining leverage aren't waiting for a ...

Apr 21, 2026
How to Train Your Marketing Team to Use AI Without the Overwhelm
AI Training
How to Train Your Marketing Team to Use AI Without the Overwhelm

Train your marketing team on AI by starting small. Focus on one tool, one clear use case, and one repeatable workflow. Build confidence with a single, tangible ...

Apr 21, 2026
What Is the Difference Between Using AI and Leading AI at Work?
AI Training
What Is the Difference Between Using AI and Leading AI at Work?

Using AI means executing individual tasks faster. Leading AI means architecting systems that create leverage for your entire team or organization. The first ...

Apr 21, 2026
Everyone Wants an AIO Tracker, but Most Teams Don't Know What to Track
AI Search
Everyone Wants an AIO Tracker, but Most Teams Don't Know What to Track

Most teams should be tracking visibility, citations, query coverage, and whether any of it is actually driving traffic. But before we get into that, when I say ...

Apr 21, 2026
Why Your Company Isn't Taking Your AI Work Seriously Yet
AI Training
Why Your Company Isn't Taking Your AI Work Seriously Yet

Your company isn’t taking your AI work seriously because experiments don’t earn credibility; systems do. Without a documented process, measurable outcomes, and ...

Apr 20, 2026
How to Build an AI System Your Company Actually Depends On
AI Training
How to Build an AI System Your Company Actually Depends On

To build an AI system your company depends on, anchor it to a single, high-value, repeatable workflow within a core business function like content creation, ...

Apr 20, 2026
What AI Skills Do Marketers Actually Need in 2026 to Stay Competitive?
AI Training
What AI Skills Do Marketers Actually Need in 2026 to Stay Competitive?

To stay competitive in 2026, marketers must shift from being AI tool users to AI system builders. The most critical skills are not prompt engineering, but ...

Apr 20, 2026
Who Becomes the In-House AI Expert at a Small Marketing Team?
AI Training
Who Becomes the In-House AI Expert at a Small Marketing Team?

The in-house AI expert on a small marketing team is not appointed; they are self-made. It is the person who stops waiting for permission, identifies a tangible ...

Apr 20, 2026
How to Present AI Results to Leadership in a Way That Gets Budget Approved
AI Training
How to Present AI Results to Leadership in a Way That Gets Budget Approved

To get AI budget approved, translate your work into the three metrics leaders care about: revenue impact, cost savings, and risk mitigation. Present clear, ...

Apr 20, 2026
What Is the First AI Project to Lead If You Want to Be Taken Seriously at Work
AI Training
What Is the First AI Project to Lead If You Want to Be Taken Seriously at Work

To be taken seriously, lead an AI project that solves a visible, recurring business problem. Focus on high-impact areas like content production or sales ...

Apr 20, 2026
Why Most AI Projects at Marketing Agencies Fail Before They Scale
AI Training
Why Most AI Projects at Marketing Agencies Fail Before They Scale

Most AI projects at marketing agencies fail because they are built around a tool rather than a workflow. Without a repeatable system tied to a specific ...

Apr 20, 2026
What Does It Actually Mean to Lead AI at a Marketing Agency?
AI Training
What Does It Actually Mean to Lead AI at a Marketing Agency?

Leading AI at a marketing agency means shifting from being a tool operator to a system architect. Your role is to build and own the repeatable, scalable ...

Apr 20, 2026
How to Position Yourself as the In-House AI Expert Without a Technical Background
AI Training
How to Position Yourself as the In-House AI Expert Without a Technical Background

To become the in-house AI expert without a technical background, focus on building business systems, not writing code. Learn to connect AI outputs to the ...

Apr 20, 2026
How Can I Audit My Current Marketing for AI Opportunities and Risks?
AI Search
How Can I Audit My Current Marketing for AI Opportunities and Risks?

To audit your marketing for AI, inventory all channels, workflows, and tools. Identify repetitive tasks, data analysis, and content creation as opportunities. ...

Apr 16, 2026
How Should an Agency Talk About Its AI Capabilities to Clients Without Overpromising?
AI Search
How Should an Agency Talk About Its AI Capabilities to Clients Without Overpromising?

Agencies should frame AI as a powerful accelerator, not a magic solution. Focus on specific workflows where AI enhances speed, data analysis, and ...

Apr 16, 2026
How Do I Balance AI-Generated Content With Human Creativity and Brand Voice?
AI Search
How Do I Balance AI-Generated Content With Human Creativity and Brand Voice?

Balance AI-generated content with human creativity by using AI for scale and structure, while reserving human talent for strategy, storytelling, and final ...

Apr 16, 2026
What Is a Realistic AI Roadmap for a 5-Person Marketing Team?
AI Search
What Is a Realistic AI Roadmap for a 5-Person Marketing Team?

A realistic AI roadmap for a small marketing team starts with education and clear usage policies. Focus first on automating one or two high-impact, repetitive ...

Apr 16, 2026
How Can AI Help a Brick-and-Mortar Business Get More Local Leads?
AI Search
How Can AI Help a Brick-and-Mortar Business Get More Local Leads?

AI helps brick-and-mortar businesses get more local leads by automating the creation of search-optimized content, generating posts for local directories like ...

Apr 16, 2026
How Do I Use AI to Create Marketing Reports My Leadership Will Read?
AI Search
How Do I Use AI to Create Marketing Reports My Leadership Will Read?

Use AI to automate data collection from your various platforms and then prompt a large language model to synthesize the findings. Generate a concise narrative ...

Apr 16, 2026
What Are Practical AI Use Cases for Email Marketing in Small Businesses?
AI Search
What Are Practical AI Use Cases for Email Marketing in Small Businesses?

AI empowers small businesses to automate crucial email marketing tasks like list segmentation, campaign drafting, and copy personalization. It saves time, ...

Apr 2, 2026
How Can I Use AI to Improve My Marketing Funnel Without Redesigning Everything?
AI Search
How Can I Use AI to Improve My Marketing Funnel Without Redesigning Everything?

You can use AI to improve your marketing funnel by surgically enhancing specific stages, not by rebuilding the entire structure. Focus on using AI for rapid ...

Mar 30, 2026
How Do I Avoid AI ‘Shiny Object Syndrome’ in My Marketing Strategy?
AI Search
How Do I Avoid AI ‘Shiny Object Syndrome’ in My Marketing Strategy?

To avoid AI shiny object syndrome, tie every AI initiative to a specific business metric and a strict time frame. Focus on solving a known problem rather than ...

Mar 30, 2026
What Are the Stages of AI Maturity for a Marketing Team?
AI Search
What Are the Stages of AI Maturity for a Marketing Team?

AI maturity for a marketing team progresses through four stages: Experimentation, where individuals use ad hoc tools; Standardization, where teams share ...

Mar 30, 2026
How Should I Train My Marketing Team to Use AI Safely and Effectively?
AI Search
How Should I Train My Marketing Team to Use AI Safely and Effectively?

Start by establishing clear principles for AI use, defining what is helpful, what is not, and what is strictly off limits. Equip your team with approved tools, ...

Mar 30, 2026
What Skills Do Marketers Need to Stay Relevant in the Age of AI?
AI Search
What Skills Do Marketers Need to Stay Relevant in the Age of AI?

To stay relevant in the age of AI, marketers must evolve from task executors into system architects. They need a blend of technical fluency in prompt design ...

Mar 30, 2026
How Can a Marketing Agency Standardize AI Workflows Across Clients?
AI Systems
How Can a Marketing Agency Standardize AI Workflows Across Clients?

To standardize AI workflows, agencies should define core use cases like content creation and reporting, build a modular central system, and then plug in ...

Mar 26, 2026
How Do I Future-Proof My Content for AI Overviews and Chatbots?
AI Search
How Do I Future-Proof My Content for AI Overviews and Chatbots?

To future-proof your content for AI, you must shift from writing for search engine algorithms to writing for answer engines. Structure your content to provide ...

Mar 26, 2026
What Does Answer Engine Optimization (AEO) Mean for My Website?
AI Search
What Does Answer Engine Optimization (AEO) Mean for My Website?

Answer Engine Optimization (AEO) means restructuring your website's content to be the definitive, citable source for AI assistants and conversational search ...

Mar 26, 2026
How Is AI Search Changing SEO and Content Strategy for B2B Marketers?
AI Search
How Is AI Search Changing SEO and Content Strategy for B2B Marketers?

AI search fundamentally shifts the goal of SEO from ranking links to becoming a citable source within AI-generated answers. It rewards content with direct ...

Mar 26, 2026
How Do I Set Up an AI Assistant for My Marketing Team’s Daily Work?
AI Search
How Do I Set Up an AI Assistant for My Marketing Team’s Daily Work?

To set up an AI assistant for your marketing team, first define its core roles: researcher, drafter, editor, and analyst. Then, create reusable prompt ...

Mar 26, 2026
Which Marketing Workflows Should I Never Fully Automate With AI?
AI Search
Which Marketing Workflows Should I Never Fully Automate With AI?

Never fully automate core brand strategy, final pricing decisions, crisis communications, or legally sensitive content. Use AI to generate options and analyze ...

Mar 26, 2026
What Is an Example AI Marketing Workflow a Solo Founder Can Set Up in a Weekend?
AI Search
What Is an Example AI Marketing Workflow a Solo Founder Can Set Up in a Weekend?

A solo founder can set up an AI marketing workflow in a weekend by creating a system that researches a topic, generates a core blog post, then automatically ...

Mar 25, 2026
How Do Local Service Businesses Use AI for Marketing?
AI Search
How Do Local Service Businesses Use AI for Marketing?

Local service businesses use AI to automate and enhance their marketing by drafting Google Business Profile posts, responding to customer reviews, answering ...

Mar 25, 2026
What Realistic AI Wins Can I Get In My Business This Month?
AI Search
What Realistic AI Wins Can I Get In My Business This Month?

This month, focus on quick, high-impact AI wins. Automate content repurposing from blogs to social media, draft email campaigns in minutes, generate instant ...

Mar 24, 2026
How Can a Small Business Owner Know if AI Tools Are Worth the Cost?
AI Search
How Can a Small Business Owner Know if AI Tools Are Worth the Cost?

To know if an AI tool is worth the cost, calculate the value of the hours you spend on a manual task each month. If the tool’s subscription fee is less than ...

Mar 24, 2026
How Do I Build an AI Marketing Scorecard for My CEO?
AI Search
How Do I Build an AI Marketing Scorecard for My CEO?

To build an AI marketing scorecard for your CEO, create a one-page document focused on three core pillars: Efficiency, Effectiveness, and Risk. For each ...

Mar 24, 2026
What KPIs Should I Track for AI-Powered Marketing Campaigns?
AI Search
What KPIs Should I Track for AI-Powered Marketing Campaigns?

To measure AI-powered marketing effectively, track a blend of efficiency and performance KPIs. Focus on content velocity, time to launch, and cost per asset ...

Mar 19, 2026
Done reading?

Skip the reading. Book your audit.

45 minutes with Rick. Tell us the bottleneck, we tell you whether AI is the answer.