🎯 Purpose · Why Field Notes, not blog
A Field Note is not a blog post. The label change is intentional and load-bearing. Old framing was casual and decorative. New framing is research-grade, instrumented, and book-feeding.
Old framing vs new framing
| Old (blog) | New (Field Note) |
|---|---|
| Casual essay | Practitioner research brief |
| Subjective opinion | Field-tested observation |
| One-and-done content | Book chapter source material |
| Surface-level | Authority-anchored |
| Decorative | Instrumented research instrument |
The seven concurrent jobs
If a Field Note does not serve all seven, it is not yet a Field Note.
🏗️ GHL architecture reality
iexdg.com runs on GoHighLevel. Domain registered at Squarespace, DNS managed there, A record points at GHL. Email list lives on GHL. CRM lives on GHL. This decides URL structure, schema injection, form mechanics, redirect plan, and every tracking install.
The stack
- Registrar / DNS
- Squarespace (record points at GHL)
- Website hosting
- GoHighLevel (GHL)
- Field Notes / blog
- GHL native blog feature
- Email list
- GHL native email marketing
- Forms
- GHL native (no iframes, native embed)
- Workflows
- GHL workflows (110 live as of Apr 24, 2026)
- CRM contacts
- 1,956 in GHL as of Apr 24, 2026
- Tracking codes
- GHL Sites > Settings > Tracking codes (custom JS injection)
- 301 redirects
- GHL Sites > Settings > URL Redirects (per-path)
URL structure on GHL
GHL Blog uses a flat URL pattern, NOT hierarchical. Hierarchical paths like /field-notes/2026/04/[slug]/ are not supported by GHL Blog out of the box. We use:
FINAL URL PATTERN
https://iexdg.com/field-notes/[slug]/
# Examples
https://iexdg.com/field-notes/captaincy-pattern-public-sector/
https://iexdg.com/field-notes/why-training-fails-without-architecture/
https://iexdg.com/field-notes/seven-signals-of-culture-quitting/
# Date is preserved as metadata in GHL Blog post field, NOT in URL
⚠️ Greenfield analytics state (confirmed Apr 25, 2026)
Treat all instrumentation as not-yet-installed. Phase 1 of this build covers fresh install of every tracking layer.
- ❌ GA4 is NOT installed on iexdg.com
- ❌ Microsoft Clarity is NOT installed
- ❌ Search Console verification is unconfirmed
- ❌ Cookie consent banner status is unknown
- ❌ Privacy policy needs refresh once tracking is added
- ✅ GHL forms / email / workflows / CRM ARE live and integrated
📓 Field Note anatomy · top to bottom
12 sections in a fixed order. Built into the GHL blog post template. Every Field Note carries all 12 sections. No exceptions.
- Featured image (16:9 WebP, real exec scene, 2400px wide for retina)
- ELCC pillar tag (rendered as pill, navy or rust accent only)
- H1: question or diagnostic hook ("Why training fails without architecture")
- Subtitle: hero persona + promise + tri-sector note
- Author block: Dr. DNicole Fields, Ed.D. · Date · 8-12 min read
- Share row: LinkedIn, Email, Copy URL (no FB, no X by default)
- Diagnostic statement in executive language (no homeowner / consumer framing)
- Why it matters: cost of doing nothing (turnover, brand, board, audit risk)
- Promise: what the Field Note delivers by the end
- Authority anchors: HBR, MIT Sloan, McKinsey, Edmondson, Adam Grant, OECD, Council of the Great City Schools, Edelman Trust Barometer, Gallup
- Tri-sector data: F500 retention, FEVS scores, K-12 superintendent tenure, higher ed cabinet turnover
- Engagement pricing where applicable (no decoration, real ranges)
- Internal links to ELCC pillar pages + sector pages
iexdg.com/clarityGA4 event:
cta_click_inline · Custom dim: cta_location = field_note_inline_mid
- Clarity Call (30 min, no fee, diagnostic frame)
- Culture Pulse intake (5-7 day window)
- SWOT + 3 Structural Fixes (delivered as PDF)
- Implementation cadence (weekly or bi-weekly)
- Outcome measurement at 90 days
/strategy/IEXDG_Revenue_Intelligence_Engine.html
source_field_note = [slug]. GA4 event: diagnostic_download. GHL workflow: nurture sequence enrollment.
iexdg.com/claritySecondary: Email Dr. DNicole directly
Tertiary: Listen to the companion podcast episode (audio embed, see Section 17)
GA4 events:
cta_click_closing, click_email
📚 Archive page wireframe
The /field-notes/ landing page. Pillar pills, sector pills, search, featured Note, post grid, sidebar with podcast + diagnostic + named clients + engagements + Revenue IE link.
- Why training fails without architecture
- The signals of culture-quitting
- What boards miss about culture
- The first 90 days of a new exec
- Engagement is not belonging
📅 Editorial cadence
Weekly podcast → 1 Field Note + derivatives. Depth alternates per week. 4 Field Notes / month: 2 deep, 2 light.
Per-week production cycle
| Cadence | Owner | Output | Hours |
|---|---|---|---|
| Weekly | Dr. DNicole | 1 podcast episode (1 hr record) | 1 hr |
| Weekly | Brain (auto) | Whisper transcript + Field Note draft | 0 |
| Weekly | Robert | Review + finalize draft (light 30-45 min, deep 3-4 hrs) | 0.5-4 hrs |
| Weekly | Brain (auto) | Publish Note + 3-5 video clips + 2-3 quote cards | 0 |
| Weekly | Brain (auto) | LinkedIn long-form draft + email draft | 0 |
| Weekly | Robert + Dr. DNicole | Brain Review Queue approvals | 30 min combined |
| Monthly | Robert | Pattern + trend analysis (GA4 + Clarity + Search Console) | 5 hrs |
| Monthly | Brain (auto) | Brain Brief generated + sent Sunday 6pm to her phone | 0 |
| Quarterly | Robert | Competitive monitoring per IEXDG Threat Plan | 1 hr × 3 |
Depth alternation per month
- Week 1: solo deep-dive episode → DEEP Field Note (3,000+ words, book-grade)
- Week 2: interview / conversation → LIGHT Field Note (1,200 words, show-notes plus)
- Week 3: solo deep-dive episode → DEEP Field Note
- Week 4: interview / conversation → LIGHT Field Note
Output per month: 4 podcast episodes, 4 Field Notes (2 deep + 2 light), 12-16 video clips, 8-12 LinkedIn posts, 4 emails, 16-20 quote cards.
🔬 Instrumentation · greenfield install
Nothing is installed today. Phase 1 builds GA4, Microsoft Clarity, Search Console, custom dimensions, custom events, all via GHL Sites > Settings > Tracking codes.
Required tools
| Tool | Purpose | Cost | Install path |
|---|---|---|---|
| GA4 | Traffic, dwell, scroll, conversions | FREE | GHL Tracking codes > GA4 Measurement ID |
| Microsoft Clarity | Heatmaps, behavior recordings, scroll depth, rage-clicks | FREE | Clarity snippet in Tracking codes > custom JS |
| Google Search Console | Query intent, CTR, position | FREE | Verify via DNS TXT record at Squarespace |
| GHL Workflows | Lead capture, nurture, multi-touch attribution | existing | Already live |
| Cookie consent banner | GDPR + CCPA compliance | FREE | Klaro or CookieYes free tier, install in Tracking codes |
Custom GA4 dimensions
// To create in GA4 Admin > Custom dimensions
// Scope: Event-scoped unless noted
content_pillar // Communication / Connection / Collaboration / Captaincy / Culture / Competence
hero_persona // CPO / VP_HR / SUPT / COS / NEW_CEO / RED
sector // Corporate / Government / Education
episode_id // links Field Note to companion podcast
field_note_depth // deep / light
publish_date // ISO 8601
internal_link_count // count of in-page links to other IEXDG content
authority_count // count of cited authorities (HBR, McKinsey, OECD, etc.)
word_count // 1200 / 1500 / 2000 / 3000 / 4000+
cta_location // inline_mid / closing / sidebar / lead_magnet
Custom GA4 events
field_note_view // page view + custom dims
inline_cta_click // mid-content CTA clicked
faq_expand // which FAQ question opened
related_link_click // adjacent content clicked
diagnostic_download_start // form opened
diagnostic_download_submit // form submitted, lead captured
schedule_consult_clarity // closing CTA clicked
podcast_companion_click // link to companion episode
share_action // LinkedIn / Email / Copy URL
scroll_75 // scrolled past 75%, deep reader signal
audio_play // embedded podcast player started
audio_75 // audio listened past 75%
Microsoft Clarity install snippet
Drop into GHL Sites > Settings > Tracking codes > Custom JS (head). Replace YOUR_PROJECT_ID after creating Clarity project at clarity.microsoft.com.
<script type="text/javascript">
(function(c,l,a,r,i,t,y){
c[a]=c[a]||function(){(c[a].q=c[a].q||[]).push(arguments)};
t=l.createElement(r);t.async=1;t.src="https://www.clarity.ms/tag/"+i;
y=l.getElementsByTagName(r)[0];y.parentNode.insertBefore(t,y);
})(window, document, "clarity", "script", "YOUR_PROJECT_ID");
</script>
Multi-touch attribution model (GHL-native)
Field Note view (Touch 1)
│
▼
Diagnostic download (Touch 2, identity captured via GHL form)
│ GHL contact created with custom field source_field_note = [slug]
▼
Email nurture engagement (Touch 3-N, tracked in GHL workflow)
│
▼
Clarity Call booking (Touch N+1, conversion event)
│ GHL custom fields:
│ first_field_note_touched
│ last_field_note_before_call
▼
Engagement contract signed
│
▼
Revenue attribution: 50% weight to first touch, 50% to last touch
OR linear attribution across all Notes touched
🔗 Schema.org markup · ready-to-paste templates
JSON-LD inserted via GHL custom code in the blog post template head. Article + FAQPage + Person + Organization. AI search needs this to cite her.
Article schema (per Field Note)
<script type="application/ld+json">
{
"@context": "https://schema.org",
"@type": "Article",
"headline": "{{post.title}}",
"description": "{{post.excerpt}}",
"image": "{{post.featured_image}}",
"datePublished": "{{post.publish_date}}",
"dateModified": "{{post.updated_date}}",
"author": {
"@type": "Person",
"name": "Dr. DNicole Fields",
"url": "https://iexdg.com/about/dr-dnicole-fields/"
},
"publisher": {
"@type": "Organization",
"name": "Integral Exploration Development Group",
"logo": {
"@type": "ImageObject",
"url": "https://iexdg.com/logo.png"
}
},
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "{{post.url}}"
},
"articleSection": "{{post.pillar}}",
"keywords": "{{post.tags}}",
"wordCount": {{post.word_count}}
}
</script>
Person schema (Dr. DNicole · global, in site head)
<script type="application/ld+json">
{
"@context": "https://schema.org",
"@type": "Person",
"name": "Dr. DNicole Fields",
"honorificPrefix": "Dr.",
"honorificSuffix": "Ed.D.",
"jobTitle": "Founder + Principal",
"worksFor": {
"@type": "Organization",
"name": "Integral Exploration Development Group, LLC"
},
"url": "https://iexdg.com/about/dr-dnicole-fields/",
"image": "https://iexdg.com/headshot.jpg",
"sameAs": [
"https://www.linkedin.com/in/drdnicolefields/",
"https://iexdg.com/"
],
"knowsAbout": [
"Leadership development",
"Organizational culture",
"Tri-sector consulting",
"ELCC framework",
"Public sector leadership",
"Educational leadership",
"Corporate culture intervention"
]
}
</script>
Organization schema (IEXDG · global, in site head)
<script type="application/ld+json">
{
"@context": "https://schema.org",
"@type": "ProfessionalService",
"name": "Integral Exploration Development Group",
"alternateName": "IEXDG",
"url": "https://iexdg.com",
"logo": "https://iexdg.com/logo.png",
"founder": {
"@type": "Person",
"name": "Dr. DNicole Fields"
},
"address": {
"@type": "PostalAddress",
"addressRegion": "MD",
"addressCountry": "US"
},
"areaServed": ["US-MD", "US-DC", "US-VA", "US"],
"serviceType": [
"Leadership development",
"Organizational culture consulting",
"Executive coaching",
"Culture diagnostic"
]
}
</script>
FAQPage schema (per Field Note FAQ section)
<script type="application/ld+json">
{
"@context": "https://schema.org",
"@type": "FAQPage",
"mainEntity": [
{
"@type": "Question",
"name": "{{question_1}}",
"acceptedAnswer": {
"@type": "Answer",
"text": "{{answer_1}}"
}
},
{
"@type": "Question",
"name": "{{question_2}}",
"acceptedAnswer": {
"@type": "Answer",
"text": "{{answer_2}}"
}
}
]
}
</script>
📲 OpenGraph + Twitter Card meta tags
For social sharing on LinkedIn (her primary), email previews, and any X traffic. Dropped into GHL blog template head.
<!-- OpenGraph -->
<meta property="og:type" content="article">
<meta property="og:title" content="{{post.title}}">
<meta property="og:description" content="{{post.excerpt}}">
<meta property="og:url" content="{{post.url}}">
<meta property="og:image" content="{{post.featured_image}}">
<meta property="og:image:width" content="1200">
<meta property="og:image:height" content="630">
<meta property="og:site_name" content="IEXDG · Integral Exploration Development Group">
<meta property="article:author" content="Dr. DNicole Fields">
<meta property="article:published_time" content="{{post.publish_date}}">
<meta property="article:section" content="{{post.pillar}}">
<meta property="article:tag" content="{{post.tags}}">
<!-- Twitter Card -->
<meta name="twitter:card" content="summary_large_image">
<meta name="twitter:title" content="{{post.title}}">
<meta name="twitter:description" content="{{post.excerpt}}">
<meta name="twitter:image" content="{{post.featured_image}}">
<!-- LinkedIn-specific (uses OG, but explicit) -->
<meta property="og:image:type" content="image/webp">
<meta property="og:image:alt" content="{{post.featured_image_alt}}">
⚠️ Accessibility · WCAG AA compliance
Required by public-sector procurement (Section 508 alignment for federal, state ADA laws). Implemented as a hard gate, not a polish step.
Concrete rules baked into the GHL template
- Color contrast: all body text on cream uses navy or ink (ratio > 7:1, AAA). Rust accent only on text 18pt+ and bold (ratio 3.9:1, hits AA Large).
- Alt text: every image requires descriptive alt text in GHL post editor. Decorative images use
alt=""explicitly. - Heading hierarchy: H1 once, H2 for sections, H3 for sub-sections, no level skipping.
- Keyboard nav: all interactive elements (links, form fields, share buttons) reachable via Tab. Focus rings visible (do not
outline:none). - ARIA labels: share buttons, audio embed, FAQ disclosures all have explicit aria-label or aria-expanded.
- Form labels: every GHL form field has a visible label (no placeholder-only fields).
- Skip-to-content link: first focusable element jumps to main content.
- Audio embed alternatives: every audio embed has a transcript link (the Field Note itself counts as transcript).
- Reduced motion:
prefers-reduced-motionmedia query disables animations. - Screen reader test: NVDA on Windows + VoiceOver on macOS verified before any new template ships.
Reduced motion CSS (drop into global stylesheet)
@media (prefers-reduced-motion: reduce) {
*, *::before, *::after {
animation-duration: 0.01ms !important;
animation-iteration-count: 1 !important;
transition-duration: 0.01ms !important;
scroll-behavior: auto !important;
}
}
Skip-to-content link
<!-- First focusable element on every page -->
<a href="#main-content" class="skip-link">Skip to main content</a>
<!-- CSS -->
.skip-link {
position: absolute; top: -40px; left: 8px;
background: var(--navy); color: var(--cream-warm);
padding: 8px 14px; border-radius: 6px;
text-decoration: none; font-weight: 700;
z-index: 1000;
}
.skip-link:focus {
top: 8px;
}
📱 Mobile-first design rules
Most executive readers consume Field Notes on phone during commute. Mobile is the reference design, desktop is the upgrade.
Hard rules
- Hero images load WebP under 250KB at 1200px width (use srcset for retina)
- Body font: 17px on mobile (16px feels too small at arm's length on iOS)
- Line height: 1.65 minimum
- Tap targets: minimum 44×44 px (Apple HIG)
- Form fields: minimum 48px tall on mobile to avoid iOS zoom
- Sticky TOC collapses to a "📑 Table of contents" button on width < 760px
- Sidebar reflows below content on mobile
- No horizontal scroll anywhere except deliberate code blocks
- Lazy-load all images below the fold
- Audio embed renders at 100% width on mobile
Breakpoints
| Breakpoint | Width | Layout |
|---|---|---|
| Mobile | < 640px | Single column, sidebar below content, full-width images |
| Tablet | 640-980px | Single column with wider gutters, sticky TOC right |
| Desktop | 980-1280px | Content + sticky sidebar, 2-column grid in archive |
| Wide | > 1280px | Centered shell, max-width 1180px |
👤 Author bio component
Renders below the trust block on every Field Note. Schema.org Person markup attached. Reinforces Ed.D. credibility without motivational copy.
Component spec
<aside class="author-bio" aria-labelledby="author-name">
<img src="/headshot.jpg" alt="Dr. DNicole Fields, Ed.D., Founder of IEXDG"
width="120" height="120" loading="lazy">
<div>
<h3 id="author-name">Dr. DNicole Fields, Ed.D.</h3>
<p class="role">Founder + Principal · Integral Exploration Development Group</p>
<p>
Dr. DNicole Fields, Ed.D., is a leadership culture consultant working
across corporate, government, and education sectors. She founded IEXDG
to deliver structural interventions, not training. Active engagements
include the City of Tucson, Garfield Heights, and CareFirst BCBS.
The ELCC 6-Pillar Framework is her proprietary diagnostic system.
</p>
<ul class="author-links">
<li><a href="/about/dr-dnicole-fields/">Full bio</a></li>
<li><a href="https://www.linkedin.com/in/drdnicolefields/" rel="me">LinkedIn</a></li>
<li><a href="/clarity">Schedule a Clarity Call</a></li>
</ul>
</div>
</aside>
🏷️ Tag taxonomy
Pillar + sector are required structural tags. Granular topic tags add the second axis for AI search and SERP long-tail.
Required structural tags (every Field Note)
Granular topic tags (curated, controlled vocabulary)
Choose 3-6 per Field Note. Drives AI citation and SERP long-tail.
Behavior
retentionturnoverculture-quittingquiet-quittingengagementbelongingpsychological-safetytrustaccountabilityPractice
executive-coachingleadership-developmentteam-coachingfacilitationfeedbackdecision-makingcommunicationconflict-resolutionSystem
org-designculture-architectureincentive-systemshandoffcross-siloonboardingfirst-90-dayssuccessionDiagnostic
culture-pulseelccleadership-swotengagement-surveystay-interviewSector-specific
k12-leadershiphigher-ed-cabinetmunicipal-leadershipfederal-leadershiphealthcare-hrf500-hrLifecycle
new-executiveincoming-cabinetturnaroundgrowthtransition🖨️ Print stylesheet
Executives print briefs to read on planes, mark up before meetings, share with assistants. Print rendering must be clean and full-content.
Print CSS (drop in GHL global CSS)
@media print {
/* Strip nav, footer, share buttons, ads, sidebar */
.topbar, .toc-bar, .sidebar, .share-row, .author-bio,
.lead-magnet, .closing-cta, .related-links, .footer,
button, .btn-link, .btn-primary {
display: none !important;
}
body {
background: white !important;
color: black !important;
font-size: 11pt;
line-height: 1.5;
}
.field-note-content {
max-width: 100% !important;
margin: 0 !important;
padding: 0 !important;
}
h1 { font-size: 22pt; page-break-after: avoid; }
h2 { font-size: 16pt; page-break-after: avoid; margin-top: 18pt; }
h3 { font-size: 13pt; page-break-after: avoid; }
p, li { orphans: 3; widows: 3; }
.anatomy, .wireframe, table {
page-break-inside: avoid;
}
pre {
white-space: pre-wrap;
word-wrap: break-word;
font-size: 9pt;
}
a {
color: black;
text-decoration: none;
}
a[href^="http"]:after {
content: " (" attr(href) ")";
font-size: 8pt;
color: #555;
}
/* Show URL after each link in print */
.header-url {
display: block;
font-size: 9pt;
color: #555;
margin-bottom: 12pt;
}
}
🌍 International + translation strategy
Elizabeth Alloteh in Ghana is an active prospect. Black women leadership audiences span West Africa, Caribbean, UK. Plan for international reach without committing to multi-language site Y1.
Y1 light approach
- Default language: English (US)
- Add
<html lang="en">on every page for screen readers and translation engines - Open Graph locale:
en_US - No hreflang tags Y1 (single-language site)
- Allow Google Translate widget integration via
?translate=1URL param (off by default) - Avoid US-only idioms in headlines (no "fourth quarter", "off the dome", "shoo-in")
- Use ISO date format YYYY-MM-DD in metadata, friendly format ("April 25, 2026") in body
- Include named clients with country/region context (City of Tucson, Arizona; Ghana; etc.)
Y2+ if international scales
- Subdomain or path strategy:
iexdg.com/uk/oruk.iexdg.com - hreflang tags between language versions
- Manual translation, never machine-only for thought leadership
- Local case studies per region
🎵 Audio embed · companion podcast player
Each Field Note embeds the companion podcast episode in Section 12 (closing CTA tertiary). Spotify or Apple link plus a generic HTML5 audio fallback.
Spotify episode embed
<iframe
src="https://open.spotify.com/embed/episode/{{episode_id}}"
width="100%" height="232" frameborder="0"
allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture"
loading="lazy"
title="Companion podcast episode for this Field Note">
</iframe>
Apple Podcasts embed
<iframe
allow="autoplay *; encrypted-media *; fullscreen *; clipboard-write"
frameborder="0" height="175" width="100%"
src="https://embed.podcasts.apple.com/us/podcast/{{slug}}/id{{show_id}}?i={{episode_id}}"
loading="lazy"
title="Companion podcast episode for this Field Note">
</iframe>
HTML5 fallback (always renders)
<audio controls preload="none" style="width:100%;">
<source src="{{episode.mp3_url}}" type="audio/mpeg">
Your browser does not support audio playback.
<a href="{{episode.mp3_url}}">Download episode</a>.
</audio>
🔍 Search engine
Decision: GHL native search Y1, evaluate Algolia in Y2 if archive grows past 60 Field Notes.
Y1 (under 60 Field Notes)
- Use GHL's native blog search component (built into the GHL Blog feature)
- Cost: $0 (included in GHL)
- Limitations: keyword match only, no fuzzy / synonym handling, no instant search
- Acceptable for < 60 posts where readers can also browse pillar pills
Y2 (60+ Field Notes, if needed)
- Algolia Search starter plan: $0 up to 10K records, $89/mo for InstantSearch
- Custom JS install via GHL Tracking codes
- Better UX: as-you-type, typo-tolerant, multi-attribute (pillar + sector + tags)
- Or: Pagefind (open-source, $0, static index)
🍪 Cookie consent + privacy policy
GA4 + Microsoft Clarity collect personal data. GDPR for any EU traffic. CCPA for California. Maryland HB 0567 (data privacy) applies in 2026. Banner is required.
Recommended tool: Klaro (open-source, free)
- Drop-in JavaScript banner
- Granular per-tool consent (GA4 yes / Clarity no acceptable to user)
- Auto-blocks scripts until consent
- GitHub:
klaro/klaro
Klaro install (drop in GHL Tracking codes)
<link rel="stylesheet" href="https://cdn.kiprotect.com/klaro/v0.7/klaro.min.css">
<script defer src="https://cdn.kiprotect.com/klaro/v0.7/klaro.js"></script>
<script>
var klaroConfig = {
version: 1,
elementID: 'klaro',
styling: { theme: ['light', 'top', 'wide'] },
default: false,
mustConsent: false,
acceptAll: true,
hideDeclineAll: false,
privacyPolicy: '/privacy/',
services: [
{
name: 'google-analytics',
title: 'Google Analytics 4',
purposes: ['analytics'],
cookies: [/^_ga.*/, /^_gid$/],
onAccept: 'gtag("consent", "update", { analytics_storage: "granted" });',
onDecline: 'gtag("consent", "update", { analytics_storage: "denied" });'
},
{
name: 'microsoft-clarity',
title: 'Microsoft Clarity (behavior recordings)',
purposes: ['analytics'],
cookies: [/^_clck$/, /^_clsk$/],
}
]
};
</script>
Privacy policy update
The /privacy/ page on iexdg.com must add (Phase 1):
- What GA4 collects (page URL, referrer, device type, location at city level, behavior events)
- What Microsoft Clarity collects (mouse movement, clicks, scroll, page interactions)
- What GHL stores (form submissions, email, name, role, sector, all explicit submissions)
- Retention periods (GA4: 14 months default, Clarity: 1 year, GHL: per consent)
- Right to access, delete, export (GDPR Article 15-20)
- California Civil Code 1798.100 disclosure (CCPA)
- Cookie management link to Klaro banner
⚖️ IP defense · Cultiv8tiv name overlap
Per the IEXDG Threat Plan, Cultiv8tiv (UK) launched a "Culture Pulse Score" with direct naming overlap to her Culture Pulse product. Defense is procedural, not reactive.
Defense actions (Phase 1)
- USPTO trademark check on "Culture Pulse" word mark and "ELCC" acronym. Free at
uspto.gov/trademarks/search. Document filing status of competitors. - Defensive trademark filing if not already filed. ~$250-350 USPTO filing fee per class. File "Culture Pulse" in Class 41 (educational services) and Class 42 (consulting). Covers IEXDG.
- Domain defensive registrations:
culturepulse.com(if available),culture-pulse.com, common typos. ~$10-15/yr each. - Search position monitoring: weekly check on "Culture Pulse" SERP via the Brain. Cultiv8tiv climbs = signal to push more Field Notes targeting the term.
- Cease-and-desist template ready in
OPERATIONS/legal/with attorney review on file. Activated if Cultiv8tiv US enters with confusingly similar mark. - Anchor terms in Field Notes: every reference to her Culture Pulse uses the trademark superscript pattern
Culture Pulse™on first mention per Note. Establishes use in commerce.
Robert's job: monthly USPTO search + SERP check (15 min). Dr. DNicole's job: file the trademark. Lawyer's job: review C&D template once.
🚦 URL migration plan · 301 vs 410 vs republish
Every legacy /blog/* URL gets a routing decision. Decision matrix below. Implemented via GHL Sites > Settings > URL Redirects.
Decision matrix per legacy post
| Condition | Action | Why |
|---|---|---|
| Top 10 by traffic + still relevant | Refresh + republish as Field Note + 301 | Preserve link equity, modernize voice |
| Top 11-30 by traffic + still relevant | 301 redirect to closest pillar page | Preserve some equity, no rewrite cost |
| Top 31-50, dated content | 301 redirect to /field-notes/ archive | Save the visitor, drop the page |
| Below top 50, no inbound links | 410 Gone | Tell Google the page is intentionally removed |
| Has inbound backlinks (any traffic) | 301 redirect to closest live URL | Never break a backlink |
| Off-brand voice, off-topic | 410 Gone (or unpublish) | Voice drift cleanup |
Implementation in GHL
# In GHL Sites → Settings → URL Redirects, add lines like:
/blog/why-training-fails → /field-notes/why-training-fails-without-architecture/ 301
/blog/old-take-on-leadership → /field-notes/ 301
/blog/dated-2019-post → 410 Gone
/blog/q4-tactics-2018 → 410 Gone
Pre-migration checklist
- ☐ Pull GA4 (after install) or alternative report on top 50 blog posts by traffic
- ☐ Crawl iexdg.com/blog/* with Screaming Frog free tier (500-URL limit) for inbound links
- ☐ Decide each URL via the matrix above
- ☐ Build redirect map in spreadsheet
- ☐ Apply via GHL UI in single batch
- ☐ Update sitemap.xml (GHL auto-regenerates)
- ☐ Submit new sitemap to Search Console
- ☐ Spot-check 10 redirects with curl:
curl -I https://iexdg.com/blog/[old-slug]/ - ☐ Monitor Search Console for crawl errors over 14 days post-migration
📢 Launch communication plan
Announce the migration to her email list before the public switch. Avoid surprise. Frame as upgrade, not retreat.
Email send to existing list (1 week before public Field Notes launch)
Subject: A few changes to how I publish
Pre-header: Same voice, deeper format, more for you to take into your boardroom.
Body:
Quick note before the next podcast episode lands.
Starting [date], the IEXDG blog is becoming Field Notes. Same voice.
Deeper format. Hosted on iexdg.com/field-notes.
Why the change:
Field Notes are research-grade companions to the new IEXDG Podcast.
Each podcast episode produces one Field Note. The Note carries the
research anchors, the case data, and the structural fix in writing
so you can take it into your next boardroom.
What changes for you:
→ New episodes hit your inbox each Tuesday with the companion
Field Note attached.
→ A new Self-Diagnostic PDF (the ELCC 6-Pillar Quick Audit) is
available at iexdg.com/diagnostic for your team.
→ All my old posts are still searchable. Some have been refreshed
and renamed. Old links forward automatically.
What stays the same:
→ My voice, my framework, my client commitments.
→ Direct email reply when something lands for you.
→ No newsletter spam.
If you want to get ahead of the launch, listen to the first episode
here: [link]
Or skip straight to the new diagnostic: iexdg.com/diagnostic.
Talk soon,
Dr. DNicole Fields, Ed.D.
Founder, IEXDG
LinkedIn post (day of launch)
The IEXDG blog is now Field Notes.
Same voice. Deeper format. Companion to the new IEXDG Podcast.
Each episode lands with a written research brief you can share with
your leadership team. Authority anchors, sector data, structural fixes.
First episode: [title]
First Field Note: [link]
Diagnostic for your team: iexdg.com/diagnostic
🛡️ Brand compliance gates · 10 hard checks
Every Field Note must pass all 10 before publish. Auto-publishes if green. Routes to Brain Review Queue if any fail.
All 10 green = auto-publish via Brain. Any fail = Brain Review Queue, Robert reviews within 24 hrs, Dr. DNicole approves within 48 hrs. Items not reviewed in 48 hrs auto-publish IF voice drift < 30 AND brand_rules pass. Items with voice drift 70+ never auto-publish.
⏱️ 90-day rollout plan
No surge. 30 hrs/mo Robert IEXDG cap. Build then ship. Manual content production forbidden.
Weeks 1-2 · Instrumentation
- Install GA4 (greenfield) on iexdg.com via GHL Tracking codes
- Install Microsoft Clarity (free) via GHL custom JS
- Verify Search Console with DNS TXT record at Squarespace
- Build all 10 GA4 custom dimensions + 12 custom events
- Install Klaro cookie consent banner
- Update privacy policy on /privacy/
Weeks 3-4 · Pipeline
- Build podcast RSS pipeline: episode → Whisper → Claude → Field Note draft → voice_drift → Robert review → publish
- GHL Blog template with 12-section anatomy + schema markup + meta tags
- Archive page wireframe implementation
- FAQPage JSON-LD generator
- Lead magnet PDF generator (per pillar)
- USPTO trademark check + filing
Weeks 5-6 · Migration + Review Queue
- Crawl /blog/* and apply 301 / 410 / refresh decisions
- Sitemap regenerate + submit to Search Console
- Brain Review Queue UI in dashboard
- Internal link audit + rewrite
- End-to-end test with 2 dummy episodes
- Dr. DNicole records 2 test podcast episodes
- End-to-end pipeline runs without Robert touching content
- Robert observes, fixes pipeline issues via code only
- No public publish yet
- Migration of 10-15 best legacy blog posts as refreshed Field Notes
- Send launch communication email to existing list
- Pre-recorded buffer: 2-4 episodes already in the can
- Public podcast feed live (RSS published to Apple, Spotify)
- First Field Note publishes
- Brain runs autonomously
- Robert: Review Queue ~16 min/wk + Brain Brief ~1 hr/wk
- Dr. DNicole: 6-7 hrs/mo (record + approve + read Brief)
📕 Book pipeline tie-in (Y2 launch path)
Each DEEP Field Note is a book chapter source. Light Notes are the show-notes layer.
2 deep Field Notes/mo × 12 months = 24 deep pieces × 3,000 words avg
= 72,000 words of vetted, audience-tested
content for the Y2 book editor
EDITORIAL FLOW (Y2):
Month 1-2: Editor reviews 24 Field Notes, selects 12-15 chapter
candidates, identifies gaps
Month 3-5: Dr. DNicole expands 5-7 chapters, adds connective tissue,
voice consistency pass
Month 6-8: Manuscript complete, agent submits
Month 9-12: Edit cycle, marketing prep
Y3 launch: Book ships
🚫 What Field Notes are NOT
Format integrity rules. Disallowed by spec.
- ❌ Generic listicle ("7 tips for better leadership")
- ❌ Transcript dump with no editorial pass
- ❌ Posts shorter than 1,200 words
- ❌ Authority-free opinion pieces
- ❌ Brand violations (any one of the 10 gates)
- ❌ Field Notes hosted off iexdg.com
- ❌ Field Notes without companion podcast episode
- ❌ Field Notes without instrumentation events
- ❌ Field Notes without lead magnet attached
- ❌ Field Notes referencing Dr. DNicole as the hero of any anecdote
📊 Success metrics · 90-day window
Pull weekly into the Brain Brief. Greenfield baselines mean Y1 is the baseline.
| Metric | 90-day target | Source |
|---|---|---|
| Field Notes published | 12 | Brain Notion DB |
| Average word count | 2,200+ | GA4 custom dim |
| Average dwell time | 4+ minutes | GA4 |
| Scroll-to-75% rate | 35%+ | GA4 scroll_75 event |
| Lead capture rate | 4-7% of unique readers | GHL |
| Companion podcast episodes | 12 | RSS feed |
| Voice drift score average | under 25 | voice_drift.py |
| AI citation appearances | 6+ across ChatGPT/Claude/Perplexity | manual quarterly check |
| Multi-touch attribution events | 50+ | GHL custom fields |
| Search Console queries indexed | 30+ | Search Console |
| Microsoft Clarity recordings | 200+ sessions | Clarity dashboard |
| Klaro consent rate (analytics) | 60%+ | Klaro logs |
🆘 Review Queue operating rules
The Brain Review Queue is the ONLY human touchpoint for content production. Robert builds, governs, reviews. Robert does not produce manually.
- Items added to queue automatically when voice drift score is 30+
- Items also added if brand_rules.json check fails on any gate
- Robert reviews within 24 hours
- Dr. DNicole approves within 48 hours
- Items not reviewed within 48 hours auto-publish IF voice drift is under 30 AND brand_rules pass
- Items with voice drift 70+ NEVER auto-publish, hold indefinitely
- Robert's role: edit drafts, fix automation that produced the issue, escalate edge cases
- Dr. DNicole's role: approve voice/tone/positioning calls, comment on strategic angles
- Hannah Baldwin's role: monitor queue depth, alert if backlog exceeds 8 items