CRM CPR: An AI-Driven 30-Day Rescue Plan for Dying Pipelines

Most technology advisors sit on a partially-dead CRM that looks active but never produces predictable revenue. In this interview episode Bob Bevilacqua and AI automation expert Alex Ramariz dissect a repeatable, non-technical process to diagnose ‘CRM rot,’ triage high-value opportunities, and deploy three fast AI-driven automations that re-engage prospects and book meetings inside 30 days. You’ll get a live walkthrough of the exact signals to scan, the simple prompts and templates to generate personalized outreach, and a prioritized 30-day playbook that fits a solo advisor or small MSP team. This episode teaches a real audit method, solves the common problem of leads falling through the cracks, and gives listeners step-by-step actions they can implement immediately without hiring or rebuilding systems — all in a compact, actionable interview format.