Author Archives: Marshall Kirkpatrick

Two other places I’m working

I’ve been blogging here on Marshallk.com intermittently over almost 20 years of tech consulting, but if you find yourself here from another part of my life – in addition to consulting with tech companies I am doing all the more consulting with sustainability organizations via my consultancy Earth Catalyst . And now in 2025, one of my primary collaborations there is with RegenIntel, which was founded by the former leaders of the research team on Project Drawdown.

If you’re interested in my work with tech companies, you’re in the right place! But if you’re interested in my work with sustainability related organizations, please check out one of those two links above.

Seven of my favorite ways to use AI right now

Azeem Azhar asked members of his community for their current favorite ways to use various AI tools, and I thought I’d share my current list publicly here. I could go on, but perhaps I should write something like this quarterly. I love experimenting with things like this and I bring almost all of these into every consulting engagement I do, too.

Here are short descriptions, followed by the specific AI that I find most effective for each of these use cases.

  • “What have I written in my notes over the years that’s most relevant to the following topic?” This is my #1 go to for things both fun and serious. (Claude Project, described here)
  • Asking for counter-evidence to any text I’m reading. Also really helps me understand the original text more quickly. That recent Nature article on how AI is essential to solving climate change? ChatGPT took some steam out of that for sure. (ChatGPT with a javascript bookmarklet, described here)
  • Create a set of synthetic personas that are relevant to a given topic and have them answer a question I have, thinking through step-by-step. The answer can be open ended on a topic, or specific like “what do you think of this email?” I do this every day and it always brings up points of view I am thankful to consider. (Claude)
  • Make a briefing book about a person or an organization I’m about to meet. (Perplexity) Now make a personalized version of it for a person I’m going to introduce the first person to, highlighting similarities and differences between their work (Perplexity) and then turn that briefing book into an attractive one page artifact (Claude)
  • Perform a combinatorial analysis of the X! ways that two sets of information could cross-pollinate; for example, consider a big set of updates from a set of organizations in a network, and ask “what could be done if update #1 were connected to update #2, etc?” (Google NotebookLM) Then score those combinatorial possibilities based on a set of criteria like “would this combination have transformative potential?” “Are these organizations geographically near each other?” And perhaps most importantly “is there a discoverable history of these organizations working together previously?” The combinations that score Yes, Yes, No to those three questions are rich opportunities. (Perplexity, see screenshot below for example)
  • Summarize (for example) this email newsletter in an even more succinct fashion. (Comet, the AI browser from Perplexity)
  • Out of this set of 1,000 updates from organizations in my business sector – which 10 should I highlight for the following email subscriber, and why? (Claude by API, followed by a mailmerge. See my green tech and sustainability newsletter, for example. Every subscriber gets their own personalized version.)

And I’ll sneak one more in: I often ask any of the AIs I’m working with what Azeem Azhar might say about a topic I’m thinking about. (I also ask about adrienne maree brown‘s POV.) Azeem has published so much online that all the AIs have a pretty good body of text to work with. And I really appreciate his… exponential view on things. Give it a try yourself!

Below: A slide I drafted based on the combinatorial analysis example below.

A Well, Actually…Button

Everybody talks about how often “AI is wrong” but what about how often you and I are wrong? Or when something we are reading is wrong.

How about we give AI a chance to show us how wrong we are about something? Doesn’t that seem fair? (Wise, even!) I made a little button that will do just that.

I made it a little silly, but really – ought we not consider counter-arguments whenever we can? You can click this bookmarklet/button when you’re on any web page (that you trust) and it will copy that page’s content to your clipboard and open ChatGPT. Hit paste and a well-crafted prompt will be submitted along with the text of the article. Counter-evidence, with source links, will be the output.

If you highlight text on a page, that text will be what it considers. I did it with this LinkedIn post while writing it, for example, and read a number of reasons this is a bad idea.

But I think it’s pretty cool! I’m hoping it will enable me to be wrong less.

Grab it here: https://lnkd.in/gmZJRN-2

Caveats: Use at your own risk. You’ll have to think for yourself about whether you buy these counter arguments. And watch out for untrustworthy sites that might use prompt injection to sneak something malicious into what you submit to ChatGPT.

How I chat with my notes

The holy grail of AI for many of us is to chat with the notes we’ve taken over the years, isn’t it?

If you read a lot, and write down a lot, you can probably see (always just over the horizon) the potential power of AI to help unlock incredible value hiding inside our archive of notes.

At this point there are probably multiple tech solutions that are good enough from a tech perspective: Custom GPTs, Google Notebook LM, Notion, various startups. The remaining challenge is in human workflow.

I’ve been experimenting lately with a workflow and tech combination that is SO EXCITING to me that I wanted to write a blog post about it. And incidentally, when I work with organizations I always bring years of knowledge and experience to the table – but this feels like a big step up in how powerfully I’m able to do that.

Claude Projects + Obsidian + a Stopwatch

  1. Each morning I start a timer for 5 minutes
  2. Then I open Claude and go to a project called My Recent Notes. I click to add new content to the Project Knowledge section.
  3. Then I open my note taking app of choice (it’s Obsidian) and I navigate to yesterday’s notes. Select all, copy, paste into Claude.
  4. That takes 30 seconds, so now I spend the remaining 4:30 clicking the Random Note button in Obsidian and just bouncing around through years of notes archives I have, opening pages, select all, copy, paste into Claude.

Ta da! That’s it. After the first day or two, this was already my #1 favorite place to chat.

Is there a way to turn the whole markdown file of my years of Claude notes into one file I can upload into Claude? Put it all in Google Drive and let it get updated automatically? I don’t know. I’ve tried spending some time exploring options like that and honestly, I’d rather just spend 5 minutes a day re-visiting my notes – yesterday’s and random ones, and grow this “organically.” It’s already super useful.

A few tips for getting the most out of it:

  1. Pro and con notes: I like just having normal chats there, after I edited the system instruction to say “please refer to specific notes wherever possible,” but I also really like asking two questions:
    • Which notes in this collection are most relevant to the following thesis?
    • Which notes in this collection contradict the following thesis? (this is a really good one)
  2. One of several chats: Yesterday I had one tab open where I was asking my recent notes what they could contribute to a question I was wrestling with, but while that tab was thinking – I copied my prompt, opened up a second Claude tab not querying my Project and asked the same question there. Then a third tab to ask the same question of ChatGPT. In a quick minute, I had three distinct takes on my question. I quickly scanned over all three, picked out what I liked from each, and created an amalgamated answer to my question with pen and paper. And I love where we landed!

I’ve tried a lot of things over the years and I’ve talked to a lot of people who have wanted something like this. The above system so far is fast, cheap, and good enough to prove very exciting to me.

It gets me excited about note taking again too, which is exciting.

You might also like my friend Alexandra Samuel’s approach, which she wrote about this week in her newsletter edition Give AI the Knowledge it Needs.

10 Useful Things I Learned in 5 Years at Sprinklr

Techmeme, November, 2016

I’m excited to say that after 5+ years working at Sprinklr, the market leader for customer experience management and social media marketing for the world’s biggest organizations, I have resigned from my job and I’m soon on to my next adventure!

I thought I’d take this time to share some of the things I learned from my experience there.  I hope that some of the lessons I learned and some of the experiments I succeeded with will be useful for you, my friends, to help advance the practice of continuous, life-long, social-web-enabled, professional development and to support your success in work.  Let’s share and make the network smarter!

My time at Sprinklr consisted of helping the company grow from $100M in annual revenue to nearly $500M, from 1K employees to 3K, and through an IPO. That was amazing. I held VP level responsibilities for analyst relations, influencer relations, competitive intelligence, data journalism, social publishing, the customer community, live chat customer care (all at once), and some really cool custom market research projects to advise some of the biggest companies in the world.  (Don’t take on too many responsibilities at once, that’s one thing I learned.)  And of course I spent some time working on the influencer marketing product, but not that much. It’s been rebuilt inside of Sprinklr and I used it myself right up to my last day on the job.  Thanks to the Sprinklr product team for that. (I’ll be ok without it; my therapist used to ask all the time, and I’ll be fine.)

In a few weeks, I’ll write about what I’m doing next. I have an awesome new volunteer side-project that’s very important to me and a new job I’ll be beginning soon, which is so amazingly well-suited for my long running interests that I am beside myself with excitement about the opportunity.

But first, want to hear about my experience for the last 5+ years at Sprinklr?  Quick context: You may or may not know that I started my career as a journalist, the first writer hired at TechCrunch back in 2006, then co-editor of NYT-syndicated ReadWriteWeb for much longer, then after six years as a journalist, a team and I productized my data journalism and influencer marketing practices in the form of a startup called Little Bird.   We sold it to Sprinklr in 2016. I’ve met so many inspiring people online and offline along the way, thank you. I’ve been a lot more heads-down over the past 5 years than I was the prior 10+ so I appreciate you still caring enough to read this.

Here are ten things I learned while at Sprinklr that I hope you’ll find useful.


Analyst Relations

While this was my responsibility, we won 6 straight Forrester & Gartner reports as a leader or the only leader in various markets, from content marketing to sales social engagement to the entire social suite category. (If you’re unfamiliar with those firms, they do a combined $5B in annual revenue from companies subscribing to their research and advice.) AR was always a team effort, of course, with as many as 20 or more teammates working for 3 to 6 months preparing to compete in each report. (Wow!) And working with an experienced AR leader like Drew Tambling on the team was one of the biggest keys to our success.

Analysts may be less accessible to many readers here than some of the other learnings I’ll share below, but I have set up a public Google Custom Search Engine anyone can use to search across the free published work of the 7 leading tech analyst firms. Don’t start a new strategic initiative without scanning the prior art analyzed there.  I use it almost daily.

Key learnings:

  • Analysts have tons of great advice to share. There’s so much I want to remember that I learned from Forrester and Gartner over the last few years.  A few things that stick out:
    • (1) I loved Rick Parrish’s model of how to do something (anything) with discipline: he says you do it with
      • Rigor (following a documented practice),
      • Cadence (regularly scheduled activities),
      • Co-ordination (among people and other practices),
      • and Accountability (making sure there’s a senior person accountable for the work.)  You put those four qualities together and you’re doing work with discipline.How delightfully well-abstracted that is. What a great model!
    • (2) I loved Forrester’s advice that every change initiative can increase its odds of success if you understand that the first cohort of participants will include just a subset that are willing and able to put in the time to find success in the initiative; and then those people will be your case studies you use to market to the next cohort.  Forrester says successful change management initiatives often take five years to change a company’s culture and they’ve got tons of great tools for doing that work.
    • (3) And perhaps most of all, I loved Kristina LaRocca-Cerrone of Gartner’s model for democratizing data synthesis skills in organizations:
      • (a) make the implicit knowledge of your most-skilled people explicit, in well-documented toolsets
      • (b) tell stories of the most successful data synthesis practitioners scoring wins in their work, and
      • (c) map out the network of good synthesizers and their favorite sources of data, so that anyone can tap into those sources and the network.
  • (4) The biggest value the analyst firms offer is not in their market leadership reports, but in their advisory services.  If your company has a subscription with one of these firms, you can schedule advisory and document reviews with them any time. The analysts are measured by how many advisory calls their customers sign up for, so they love it. And their knowledge of the industry, of best practices, of what b.s. smells like, and of customer needs is a great contribution to any strategy. The biggest, smartest companies in the world do inquiries with analyst firms all the time. When I was running AR at Sprinklr, we did more than 100 inquiry calls a year: we told everyone we could that this was an option – then we retold every happy story that resulted, to build interest in the next month’s calls. I’m really proud of that.

I will be forever grateful for the things I learned from Forrester and Gartner regarding maturity models, future-ready work skills, and so much more. What an amazing gift it was to get to lead the analyst relations team. Initially I said I didn’t want to do it; I’m glad I changed my mind.

Competitive Intelligence

Sprinklr’s competitive intelligence function, which I had the honor to be a leader in as well, was an incredible inspiration. Davin Galbraith, Elizabeth Closmore, and Asha Aravindakshan were other key leaders in that work. The breadth of their knowledge and the closeness of their collaboration with sales and product teams enabled us to win tens of millions of dollars every year in deals where competitive insights helped unseat incumbent software providers.  It was awesome.

My contributions to CI varied widely, but I’ll share two fun, simple little experiments I did that worked and I recommend to anyone else willing to do the work.

  • (5) Watch YouTube subscription playlists of your competitive set; they are a simple but powerful way to learn about features and market positioning relatively early. I subscribed to 10 or 15 competitors, and I booked an hour each Friday to watch any videos they’d uploaded that week. Sometimes I was the first person to watch some of them, and I was then (as was my job) one of the most knowledgable people at the company regarding what our competitors were up to. I suspect in B2B this is an underutilized avenue for market intelligence.
  • (6) Internet Archive comparisons of competitive product pages offered my team and I a great view into what new tactics a competitor was trying with a product now (things they hadn’t been doing 3 months ago), or what they tried a year ago that didn’t seem to work (so they removed it from their website.) Looking at the changes over time put me in a really good position to offer strategic advice on our own initiatives based on those market signals. (“Yeah, competitor X tried an idea a lot like that 2 years ago, but it didn’t seem to work for them so they took it off their website.”) I loved being able to see things like that.

Data analysis

I managed Sprinklr’s data analysis team for some time, which helps produce amazing industry reports for partners like Twitter, LinkedIn, Forbes, and more.

Two cool things I learned about data analysis that you might find useful:

  • (7) Counting things is cool, but counting their percent change period-over-period is even cooler. I loved being able to say, for example, “when people on Reddit talk about your company, these are the 10 things say about you most often. You may not be surprised by the top 3, but let me flip this chart around and sort by which of these is rising the most month-over-month.  Turns out the 7th most-popular topic is rising very fast. That’s something you want to take a look at.
  • (8) Segmentation is magic.  My friend Justin Garrity used to say “at Sprinklr, we can tell you not only whether fans of the TV show The Walking Dead prefer eating popcorn or ice cream while they watch the show, but even more specifically, whether the ones who like ice cream like chocolate, vanilla, or Neapolitan ice cream the best!”  That’s cool, but the general principle is cooler: multi-layered boolean search queries are a non-intuitive and powerful way to learn about the dynamic constituent parts of any data set.

My favorite dashboards to build were ones that said “here are the top 10 things people talk about online when they talk about your brand, ranked first in sum total and second in percent change month over month.  Then for the top 3 topics, here are the top 10 sub-topics (eg when people talk about your toy brand, they talk about “learning” a lot, and when they do, that’s made up of conversation about mentorship, school, emotional intelligence, and more, in this ranked order), and here are some samples of the most-engaged content about learning and your brand over the last 90 days.” You can pull in a ton of useful intelligence that way and I loved when I could spend an afternoon using Sprinklr to do that.

But the general principle is universally available: multi-layered boolean search queries are a non-intuitive and powerful way to learn about the dynamic constituent parts of any data set.

For example, and this is just an example of the coolness of slicing data into parts to tell a story: did you know that despite its history-making industry leadership (it’s the fastest-growing social network in history), the tech press has only written about TikTok 1.2% as much as it has the rest of the FAANG companies? And when the tech press does write about TikTok, 68% of the time they’re writing about it in the context of privacy, China, kids, or Trump.  Much more often China (40% of coverage) or Trump (28%), less often privacy (23%) or children (21%).  That’s just a bunch of boolean search queries with AND and OR in them, searching inside a bounded set of data (the Techmeme archives).   But it’s cool. Make a few bar charts out of it and spend the ten minutes it took me to do those queries, write down those numbers, and do a little division…and you’ve got some interesting data to share.  The hard part is thinking to do it in the first place.

Influencer marketing

  • (9) Big companies will finally listen to and learn from influencers. I am happy to say that a decade after I got into the influencer relations game, at least some companies are now willing to relate to industry influencers as more than just a marketing channel or PR crisis protection. That’s the base level of the maturity curve, that way of looking at it.  Social media influencers are market intelligence gold mines!

For example, I was really proud when one of the biggest, most famous tech companies in history turned, at the onset of COVID, to our technology to find the most credible influencers across many different topics and bring them into an internal conversation about how that company should strategize around pandemic disruption.  That’s the way to do it!  The people we call “influencers” are often people at the center of highly connected networks, with incredible visibility into what the market is doing and lots of lessons learned on their way to the top. Treating them like nothing more than a distribution channel is absurd, and thankfully no longer universal.

At Sprinklr, we’d do things like hire an influencer to do a three part project with us: a webinar on a well-distributed channel like AdWeek, an e-book of our shared thoughts on the topic of the webinar, and an internal advisory video call where anyone on our team could join in and privately ask this external influential thought leader their questions about the market.  It was awesome!  It was also a fun way to share access with junior team members to the industry leaders whose work they read and admire.

Not everyone looks at it this way, but I was proud to be named one of the world’s top 20 B2B influencer marketing pros in 2020 while flying this flag.

A great boss makes all the difference

The tenth lesson I learned from my time at Sprinklr is that it’s amazing to work for a great boss. Sprinklr’s Chief Experience Grad Conn taught me so much, and brought so much kindness to the hard drive through an IPO.

Grad prompted me to start the Sprinklr Coffee Club video podcast, which we did almost 100 episodes of, with truly amazing guests, from Rachel Happe on community to John Hagel on innovation and many more. Someday I want to just make a list of notes from the wise things the guests on that show said. There’s so much there!

I took tons of notes from things Grad said over the years, like:

  • “every B2B sale is someone buying a chance of career success.”
  • “People lean back when they see powerpoint, lean forward when they see white boards.”
  • “You can improve the inputs of a measurement all the time, but you don’t change the outputs – you keep them consistent.”
  • P&G’s three parts of a good recommendation: Why it’s strategically justified, why it’s proven, why it’s cost effective.
  • Any data you show must have a recommendation to go with it.
  • “Don’t trash the past, there was nothing wrong with the past, we’re just adding more stuff.”

That last one’s one of my favorites. And there was so much more.

All in all, when I look back at my time at Sprinklr, I like to use my favorite model for a debrief:

  • What did you hope would happen?
  • What actually happened?
  • What does that gap suggest you should:
    • Do differently next time?
    • Keep on doing in the future?

And when I look back over the last five years at Sprinklr, I am satisfied.

Forward we go, together, internet friends.  I’ll let you know what I’m up to next in a few weeks.  I’m really excited about it.  Let’s connect as nodes on the networks of Twitter or LinkedIn if you want to stay in communication.  Thanks for your interest and support. Let’s do this internet thing together, for ourselves, each other, and where possible, for the rest of the planet.

New project: Exponential View climate future

I’ve started contributing to a new collaboration that I couldn’t be more excited about. Azeem Ahzar and Marija Gavrilov have asked me to curate and summarize each week’s stories of climate change mitigation success and momentum for the amazing email newsletter Exponential View. It’s an amazing opportunity to work with information (as I like to do), in support of the sacred earth, in such a setting. If you’re unfamiliar with EV, and you can handle some heady big picture information about the fast-changing world, you should really check it out. The newsletter, podcast, and surrounding community includes some of the most impactful and interesting people in the world at the intersection of technology and society. Climate change has long been a focus there and it’s an honor to be curating that section of the newsletter as it shifts into a focus on opportunity, good news, and momentum. My discovery of the content featured there is made possible by research systems built with friends in volunteer efforts focused on climate issues. I’ll share more information about those in a later post. But I will tell you, they include all my favorites: Twitter lists, Custom Search Engines, and collections of RSS feeds! And more. I’m excited to use those tools in service of highlighting where we can find inspiration and put our collective energy toward the massively important challenge of climate change mitigation. I hope you’ll join the conversation about that and so much more over at Exponential View. And feel free to send me news about good climate work you are doing or leaning about. As John Hagel says of building communities, one great strategy is to seed, feed, and weed: let’s plant the seeds of what we want to see, feed what we want to see more of so that it can grow, and weed the things we want to get rid of. Not hard to see how that model applies to climate change mitigation!

My 5-minute productivity method

I am always struggling with the relationship between aspirations and capacity, something I’ve really only grown aware of in recent years.  In part by blowing far beyond even my substantial capacity for too long with some family crises, and in part by reading the really smart book On Grand Strategy, which is largely focused on the singular point that aspirations must not exceed capacity.

One of the ways I try to get more done inside the time, space, and energy I do have is to try to spend 5 minutes doing a lot of things.  Can I do that thing in five minutes?  Could a five minute version of that thing be good enough?  Very often the answer is yes.

I also turn it around and imagine my future self saying to my present self, “you couldn’t even spend 5 minutes on that??”  I don’t want that to happen.

One of the most productive things I do almost every day is sit and think through a single topic for five minutes, usually with pen and paper.  I will also read a book for 5 minutes if that’s all I can do.

You know the GTD advice that if something can be done in 2 minutes, then you should do it right away? I think this is a related concept.

And that’s five minutes of blogging on that.

David Gurteen talks about truncated “Knowledge Cafes” with five minute talks.  That reminds me that I learned how much could be done in five minutes when I was in high school and won many speech and debate tournaments in Impromptu Speaking.  In that event, you’d be given three philosophical quotes, pick one, take 30 seconds to prep, and then give a 5 minute speech about it.  I would apply the perspectives of 3 different interesting thinkers or other people in history to the quote I’d picked, analyzing it from 3 different perspectives.  That was probably where I learned too about Symphonic Thinking, Daniel Pink’s term for the ability to generate connections between seemingly disconnected things.

And that’s five more minutes.  Cheating? Maybe.  Now if you’ll excuse me, I’m off to spend 5 minutes thinking through an important life matter.