Account Revenue Map: AI-Mined Expansion Plays from Your Existing Clients

Most advisors waste their easiest revenue: existing clients. In this episode Bob and an automation-focused guest walk through a practical, 10-minute-per-account workflow to generate an AI-driven 'Account Revenue Map' — a single-page playbook that identifies contract expirations, vendor fatigue signals, unused services, decision-maker pathways, and three prioritized expansion plays with ROI. We’ll show the data sources to pull (billing, invoices, public tech signals, CRM activity), the prompts and templates to generate personalized outreach, and a simple automation pipeline that turns a map into scheduled touchpoints and measurable outcomes. This episode teaches a repeatable process you can run for your top 20 accounts in a day, solves the problem of invisible expansion opportunities, and moves you to action with ready-made scripts, a rollout checklist, and a conversion metric to track. Visit acquasition.ai/the-tech-advisor-edge to grab the episode assets and templates.