Illuminated

Executive Summary

Healthy

Field Notes reached 2,847 subscribers this month, up 6.2% from last month. Open rates averaged 24.8% across four sends. The March 28 issue on financial intelligence pulled strongest at 27.1%.

Question-format subject lines pulled 5+ more points of opens than wrap-up sends. Readers responded to Courtney's diagnostic voice on all four sends this period.

Readers clicked through to the Planning to Scale book page more than any other destination (41% of all clicks). The book is doing the work of pulling people deeper into Forge's content. Unsubscribes are flat at 0.2% per send, healthy for this list size and cadence.

One thing to watch: the February wrap-up pulled a 21.3% open rate and the highest unsub rate of the period (0.29%). Recap-style sends underperform across the board. Either drop the format or rebuild it around an argument.

Generated April 10, 2026 from HubSpot data. Covering Feb 14 to Apr 10, 2026 (4 sends).
How this score is calculated

Three signals are scored each period: open-rate strength, retention, and list growth.

Open rate: compared to a 22% baseline and the prior period. Above baseline and trending up = positive. Below baseline or trending down = negative.

Unsubscribe rate: ≤ 0.30% per send = positive. 0.30%–0.50% = neutral. > 0.50% = negative.

List growth: net subscribers added vs. lost. Positive = good. Flat = neutral. Net loss = negative.

Healthypositive on all three, or two positive and one neutral.
Curiousmixed — one strong signal pulling against another, worth a closer look.
Concerntwo or more negative signals, or any single signal in the red zone.

Thresholds calibrated to leadership/B2B newsletters. Configurable per client.

Key Metrics

2,847
Subscribers
+166 net (6.2%)
24.8%
Avg. Open Rate
+1.2pts vs prior period
0.7%
Avg. Click Rate
Flat vs prior period
0.2%
Avg. Unsub Rate
Healthy range

Topic Resonance

Average open rate by content theme over the last 12 sends. Themes are tagged from the body of each newsletter.

Delegation
27.0%
Strongest performer across 4 sends
Leadership growth
25.8%
Consistent across the period
Vision-led growth
25.2%
Strong on book-launch sends
Complexity of scaling
24.1%
Stable, mid-tier engagement
Bottleneck / ceiling
21.7%
Lowest, often paired with recap format

Per-Send Breakdown

Date Subject Line Sent Open Rate Click Rate Top CTA Unsubs
Mar 28 What your financial reports aren't telling you On voice 2,847 27.1% 0.9% Book page 0.18%
Mar 14 The delegation trap nobody warns you about On voice 2,790 24.6% 0.8% Workshop 0.21%
Feb 28 Field Notes: February wrap-up Drift 2,734 21.3% 0.3% Blog 0.29%
Feb 14 Why your best people keep leaving On voice 2,681 26.1% 0.9% Workshop Blog 0.15%

Where Readers Go Next

Book page
41%
Workshop registration
28%
Blog posts
19%
Tools / resources
8%
Other
4%

Strategic Recommendations

Three actions for the next quarter, based on this period's data.

01 Subject Lines

Cap question-format subjects at one in three sends.

Question subjects pulled the strongest opens this period (26.4% avg) because they activate Courtney's diagnostic voice. That's where engagement is coming from.

Forge's audience — founders, COOs, CFOs at Series B+ — burns out on curiosity-bait subject lines faster than typical lists. Two months of over-rotation pulls open rates back toward baseline. Pair question subjects with crisp directive lines that respect their time.

+5.4 pts vs wrap-up format 5 of last 12 sends
02 Recap Format

Rebuild wrap-ups around one big idea.

February's recap shipped without a thesis carrying it. Five topics summarized in chronological order with no argument tying them together. Readers saw inventory and tuned out. 21.3% open rate, 0.29% unsubs — both worst-of-period.

Recap sends compound when they carry an argument. The minimum bar: one big idea, three sends that proved it, what changes for the reader. Drop the format if you can't carry that load. Don't ship inventory.

21.3% open rate (vs 24.8% avg) 0.29% unsubs (vs 0.20% avg)
03 Book Launch · Conversion

Build the post-book funnel in the next 60 days.

Book-page CTR is currently 41% of all clicks. Most of that is launch novelty. Newly launched titles typically see CTR halve by month three and settle 50–70% below peak. The next 60 days will move more traffic through the book page than any other 60-day stretch this year.

Capture book-readers' info on the book page itself, route them to a workshop or diagnostic assessment, and build the post-book sequence (workshop → assessment → call) before traffic decays. By June, the book page should rotate behind workshop and diagnostic CTAs in send priority. Right now it's leading every send.

41% of total clicks Window: ~60 days
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