Opportunity Radar: Build an AI Cross‑Sell Engine That Turns Client Data Into Booked Discovery Meetings

Many technology advisors sit on a goldmine of expansion revenue buried inside client systems — ticketing spikes, unused bandwidth, billing anomalies, or feature gaps — but they lack a repeatable way to find and act on those signals. In this episode Bob interviews a practitioner who built a lean, production AI ‘Opportunity Radar’ that connects CRM, helpdesk, billing and basic usage telemetry, scores signals with simple machine rules + a small LLM layer, writes tailored outreach, and auto-schedules 15‑minute discovery calls with human handoff. Listeners will get a step‑by‑step 30‑day pilot plan, the minimal data you need, sample outreach templates, realistic KPIs (meetings/week, conversion), and guardrails to protect margins and relationships. This is a tactical, implementable play for solo advisors and small MSPs who want to unlock predictable, low-effort expansion revenue without heavy engineering.