The 7-Minute Prospect Audit: AI-Powered Pocket Pitch that Books Meetings

Most technology advisors live and die by meetings — but getting a prospect to say yes to a meeting is the hardest step. In this episode Bob interviews a practitioner who built a repeatable ‘7‑Minute Prospect Audit’ that turns public signals into a concise, defensible one‑page audit you can deliver before a call. Listeners will get a step‑by‑step framework for sources to check (public job posts, vendor footprints, recent outages, LinkedIn signals, tech stack hints), the exact AI prompts and templates to synthesize findings into a persuasive pocket pitch, and the short email/LinkedIn sequences that reliably book meetings. This episode teaches a practical, low-cost pilot you can run this week, solves the top lead-generation bottleneck by creating conversation-ready deliverables, and moves you to action with a 30-day testing plan that fits solo operators and small teams.