Discovery DNA: AI-Generated Pre-Meeting Briefs That Close More Deals

Too many tech advisors go into discovery calls blind, wasting time and leaving revenue on the table. In this interview episode Bob Bevilacqua sits down with a practitioner who built a lightweight “Discovery DNA” workflow: a human-in-the-loop AI pipeline that pulls CRM history, public signals, and intent cues to create a one-page pre-meeting brief, a prioritized agenda, three opportunity-focused discovery questions, objection-handling lines, and a 90-second personalized micro-pitch. Listeners get a step-by-step blueprint they can implement in a single afternoon: what data to feed, template prompts that work, simple guardrails to avoid generic output, and a short follow-up sequence that turns warm meetings into booked demos. This episode teaches a concrete workflow, solves poor meeting preparation, and leaves advisors with an immediate pilot they can run next week.