The Tech Advisor Edge cover art

All Episodes

The Tech Advisor Edge — 34 episodes

#
Title
1

Vendor Co-Sell Engine: Use AI to Turn Vendor Portals into Revenue Signals

2

Discovery DNA: AI-Generated Pre-Meeting Briefs That Close More Deals

3

Deal Replay: Use AI to Analyze Lost Deals and Turn Failures into a Winning Playbook

4

Price to Win: Building an AI Pricing & Packaging Playbook for Tech Advisors

5

Battlecard Advantage: Build AI-Powered Competitive Positioning That Wins Deals

6

Handoff Science: Designing AI→Human Escalations That Close Deals

7

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

8

Referral Multiplier: Build an AI-Powered Referral Engine That Books Qualified Meetings

9

Client Risk Index: Build a Lightweight AI Churn Radar for Tech Advisors

10

Account Narrative: Use AI to Build One-Page "Why Now" Playbooks That Book Meetings

11

Negotiation Edge: Train an AI Deal Coach to Protect Margins and Commissions

12

AI Sales Roleplay Lab: Turn Your Recordings into a 10-Minute Coaching Engine

13

Onboarding to Expansion: Build an AI Client-Concierge That Converts New Clients into Predictable Revenue

14

Price Like a Pro: The AI Pricing & Packaging Wizard for Tech Advisors

15

Personalized Demo Engine: AI That Builds 10-Minute Closing Demos

16

Automation-as-a-Service: Package Low-Code AI Automations into Predictable Recurring Revenue

17

The Commission Safety Net: Automating Contract Compliance & Commission Recovery with AI

18

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

19

Hybrid AI SDR: Build a 10-Minute-Per-Day Prospecting Machine

20

Partner Pipeline: Build an AI-Powered Channel Co-Sell Engine

21

Audit-for-Profit: Build an AI-Powered Telecom & Contract Audit Service

22

Quarterly Growth in 10 Minutes: AI-Crafted QBRs that Drive Upsells

23

Commission Compass: Using AI to Maximize Partner Revenue and Win Rates

24

Deal Risk Radar: Using Lightweight AI to Predict, Prioritize, and Rescue At-Risk Deals

25

Referral Engine: AI-Orchestrated Client Networks That Drive Predictable Leads

26

Live Seller Assistant: CRM Sidekick for Real-Time Closures

27

Demo Data Sandbox: Build Synthetic, Buyer-Safe Test Data for Demos, Pilots & AI Trials

28

Transparency Snapshot: Publish a Monthly Client Audit to Lock Renewals & Upsells

29

The Automation Tabletop: A 7‑Day Safety Sprint to Stop Client‑Facing Failures

30

Renewal Armor: Detect Vendor Price Changes & Protect Margins

31

Pilot Insurance: Refundable, Outcome-Backed Trials That Close Deals

32

The 60‑Minute Tech Stack Audit: Stop Revenue Leaks Without Rebuilding Everything

33

The Outcome Demo Sprint: Build a 10‑Minute, Buyer‑Specific Demo That Closes

34

The Follow‑Up Engine: How to Recover Lost Deals with a 5‑Step AI‑Assisted Sequence