Priority Pipeline: Build a Real-Time AI Opportunity Scorer That Tells You Who to Call Today

Most tech advisors have leads and accounts they rarely act on because they don’t know which ones matter today. In this interview Bob and a guest AI product leader walk through a practical, 5-step playbook for building a real-time Opportunity Scorer that blends CRM signals, public intent data, and customer lifetime value to produce a daily prioritized call list and suggested next action. Listeners will get a concrete MVP they can pilot in a week: the minimum signals to use, how to weight recency vs value, human-in-the-loop checks to protect relationships, and sample outreach scripts tailored to top-ranked opportunities. By the end of the episode you’ll have a clear, low-code blueprint to turn existing contacts into a predictable daily pipeline without hiring more reps.