Deal Rescue Sequence: Using AI to Recover Slipping Deals and Stale Proposals

Many tech advisors lose revenue not from a lack of leads but from deals that go cold after initial interest. In this 10-minute interview episode Bob Bevilacqua and a guest practitioner walk through a practical, step-by-step approach to building an AI-powered Deal Rescue Sequence: a small system that monitors CRM signals and vendor portals, predicts which opportunities are slipping, and launches tailored re-engagement across email, text, voicemail drops, and micro-offers. Listeners will get concrete scripts, signal thresholds, a short implementation checklist that fits into a solo advisor’s week, and measurable quick wins you can deploy in days. This episode teaches something real, solves a pressing revenue leak, and pushes you toward immediate action with a tested template and next steps to automate follow-up and close revenue that’s already in your pipeline.