All Episodes
The Tech Advisor Edge — 67 episodes
Zero-Prep Demo: How AI Lets You Build Prospect-Specific Sales Demos in Minutes
The AI Discovery Call Engine: Automate Qualification Without Losing the Human Touch
CRM CPR: An AI-Driven 30-Day Rescue Plan for Dying Pipelines
The Pricing Playbook: Use AI to Build Tiered Packages That Boost Margins (Without Losing Deals)
Win-Loss Forensics: Use AI to Decode Why You Lose Deals and Fix Your Sales Process
The Competitive Positioner: Build AI-Powered Vendor Battlecards That Win Deals
Objection Master: Build an AI-Powered Objection-Handling Engine
Account Revenue Map: AI-Mined Expansion Plays from Your Existing Clients
The AI Referral Engine: Turn Clients into a Predictable Lead Machine
The 10-Minute Proposal Factory: Build Winning, AI-Powered Proposals for MSPs & Telecom Deals
Zero-Prep Demo Engine: How to Use AI to Build Hyper-Personalized Telecom Demos in 10 Minutes
The Voice Prospecting Playbook: Scalable Conversational Outreach with AI
The Tech-Stack Audit Cold Opener: Turn Public Signals Into One-Page Audit Reports That Book Meetings
The 10-Minute AI Prospect Brief: Close More Meetings With Zero Guesswork
Client Health Radar: Build an AI-Powered Churn & Expansion Score to Protect Revenue
48-Hour Pipeline Rescue: Clean, Score, and Reactivate Dead Leads with AI
The AI Negotiation Coach: Real‑Time Prompts That Close More Deals
Referral Multiplier: AI That Turns Existing Clients into a Predictable Lead Engine
Account Growth Engine: Use AI to Mine Existing Clients for Predictable Upsell and Retention
Deal Rescue Sequence: Using AI to Recover Slipping Deals and Stale Proposals
Matchmaker for Margin: Build an AI Carrier & Partner Matching Engine
AI Win/Loss Decoder: Automate Post‑Mortems to Turn Every Deal into a Playbook
Voicemail-to-Meeting: Build a Voice-First AI SDR That Books More Calls
The 7-Minute Prospect Audit: AI-Powered Pocket Pitch that Books Meetings
Safe & Sellable: Lightweight AI Governance for Tech Advisors
Zero-Prep Demo Generator: Use AI to Build On-the-Fly Demos That Close Deals
The 15‑Minute AI Sales Coach: Daily Roleplay that Turns Conversations into Closed Deals
Proposal to Close: AI Proposals That Predict and Push Deals Over the Line
Hidden Commissions: Use AI to Audit Vendor Portals and Recover Missed Revenue
QBRs on Autopilot: Build AI-Driven Quarterly Business Reviews That Retain & Upsell
Mini-Case Factory: Turn Service Work into Sales-Ready Case Studies with AI
Support Signals: Mining Tickets & Conversations with AI to Create a Predictable Expansion Engine
Micro-Commitments That Convert: An AI-Driven Nurture Engine for Tech Advisors
Vendor Co-Sell Engine: Use AI to Turn Vendor Portals into Revenue Signals
Discovery DNA: AI-Generated Pre-Meeting Briefs That Close More Deals
Deal Replay: Use AI to Analyze Lost Deals and Turn Failures into a Winning Playbook
Price to Win: Building an AI Pricing & Packaging Playbook for Tech Advisors
Battlecard Advantage: Build AI-Powered Competitive Positioning That Wins Deals
Handoff Science: Designing AI→Human Escalations That Close Deals
Priority Pipeline: Build a Real-Time AI Opportunity Scorer That Tells You Who to Call Today
Referral Multiplier: Build an AI-Powered Referral Engine That Books Qualified Meetings
Client Risk Index: Build a Lightweight AI Churn Radar for Tech Advisors
Account Narrative: Use AI to Build One-Page "Why Now" Playbooks That Book Meetings
Negotiation Edge: Train an AI Deal Coach to Protect Margins and Commissions
AI Sales Roleplay Lab: Turn Your Recordings into a 10-Minute Coaching Engine
Onboarding to Expansion: Build an AI Client-Concierge That Converts New Clients into Predictable Revenue
Price Like a Pro: The AI Pricing & Packaging Wizard for Tech Advisors
Personalized Demo Engine: AI That Builds 10-Minute Closing Demos
Automation-as-a-Service: Package Low-Code AI Automations into Predictable Recurring Revenue
The Commission Safety Net: Automating Contract Compliance & Commission Recovery with AI
Opportunity Radar: Build an AI Cross‑Sell Engine That Turns Client Data Into Booked Discovery Meetings
Hybrid AI SDR: Build a 10-Minute-Per-Day Prospecting Machine
Partner Pipeline: Build an AI-Powered Channel Co-Sell Engine
Audit-for-Profit: Build an AI-Powered Telecom & Contract Audit Service
Quarterly Growth in 10 Minutes: AI-Crafted QBRs that Drive Upsells
Commission Compass: Using AI to Maximize Partner Revenue and Win Rates
Deal Risk Radar: Using Lightweight AI to Predict, Prioritize, and Rescue At-Risk Deals
Referral Engine: AI-Orchestrated Client Networks That Drive Predictable Leads
Live Seller Assistant: CRM Sidekick for Real-Time Closures
Demo Data Sandbox: Build Synthetic, Buyer-Safe Test Data for Demos, Pilots & AI Trials
Transparency Snapshot: Publish a Monthly Client Audit to Lock Renewals & Upsells
The Automation Tabletop: A 7‑Day Safety Sprint to Stop Client‑Facing Failures
Renewal Armor: Detect Vendor Price Changes & Protect Margins
Pilot Insurance: Refundable, Outcome-Backed Trials That Close Deals
The 60‑Minute Tech Stack Audit: Stop Revenue Leaks Without Rebuilding Everything
The Outcome Demo Sprint: Build a 10‑Minute, Buyer‑Specific Demo That Closes
The Follow‑Up Engine: How to Recover Lost Deals with a 5‑Step AI‑Assisted Sequence