Matchmaker for Margin: Build an AI Carrier & Partner Matching Engine

This episode shows tech advisors how to build a compact, actionable AI-driven partner-matching system that solves vendor overwhelm, uncovers higher-margin opportunities, and creates a compelling, sellable differentiation. In a focused interview, Bob walks a practitioner through the end-to-end approach: selecting the right signals (contracts, usage, vertical fit), assembling reliable public and CRM data sources, designing a simple scoring model, and wiring outcome-driven automations (targeted outreach, proposal snippets, and commission tracking). Listeners will get a clear step-by-step blueprint they can pilot in a single week, concrete KPIs to measure success, and sample scripts that convert recommendations into signed deals. This is practical, no-fluff guidance for advisors who want to stop guessing about vendors and start recommending—and monetizing—the best options for each client.