Journal
Field notes for B2B sales teams.
Written for owners and sales managers of small and mid-sized B2B businesses: what to look for, what to change, and how to get a team to actually use it.
All articles
The quote shouldn't wait till you're back at the office
What a GST quotation should include, how the tax split works, and how to quote on the day of the visit.
Read the articleSwitching CRMs without losing your history
What moves and what doesn't, the 30-day access trap, and an eight-step export checklist.
Read the articleFour apps, four logins, one salesperson: the real cost of a field sales stack
What each layer adds, the sync tax nobody budgets for, and a worksheet to price your own stack.
Read the articleHow to read a CRM pricing page before it reads you
Eight hidden costs to check, the question to ask for each, and a year-one cost worksheet.
Read the articleYour CRM's AI can't read visits nobody logged
Why field salespeople skip CRM logging, what that does to AI, and a one-week check to run on your own CRM.
Read the articleWhat is a field sales CRM, and how do you pick one in 5 minutes?
The difference from a desk CRM, and a five-minute test to run on any vendor's demo.
Read the articleYour CRM inside ChatGPT and Claude: MCP explained for sales teams
What MCP is, what it changes for a small sales team, and what to ask before you connect.
Read the articleThe 18-day trade show follow-up plan
From a box of visiting cards to booked meetings, one touch at a time.
Read the articleReady when your field team is.
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