Account Growth Engine: Use AI to Mine Existing Clients for Predictable Upsell and Retention

In this interview episode Bob Bevilacqua sits down with a practicing technology advisor who built an 'Account Growth Engine' that turned underused client relationships into predictable revenue. We teach a practical, step-by-step framework you can implement in a weekend: what client data to surface, how to score upsell and churn risk signals, simple automations that generate personalized Quarterly Business Reviews (QBRs), and the message sequences that convert. Listeners will get concrete templates (discovery triggers, QBR outlines, follow-up cadences), a 30/60/90 implementation plan, and measurable metrics to track. This episode solves the real problem of revenue leakage and inconsistent follow-up by giving advisors an automated, repeatable process to expand accounts and protect churn — all without adding headcount or complex integrations.