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All Episodes

The Tech Advisor Edge — 67 episodes

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Title
1

Zero-Prep Demo: How AI Lets You Build Prospect-Specific Sales Demos in Minutes

2

The AI Discovery Call Engine: Automate Qualification Without Losing the Human Touch

3

CRM CPR: An AI-Driven 30-Day Rescue Plan for Dying Pipelines

4

The Pricing Playbook: Use AI to Build Tiered Packages That Boost Margins (Without Losing Deals)

5

Win-Loss Forensics: Use AI to Decode Why You Lose Deals and Fix Your Sales Process

6

The Competitive Positioner: Build AI-Powered Vendor Battlecards That Win Deals

7

Objection Master: Build an AI-Powered Objection-Handling Engine

8

Account Revenue Map: AI-Mined Expansion Plays from Your Existing Clients

9

The AI Referral Engine: Turn Clients into a Predictable Lead Machine

10

The 10-Minute Proposal Factory: Build Winning, AI-Powered Proposals for MSPs & Telecom Deals

11

Zero-Prep Demo Engine: How to Use AI to Build Hyper-Personalized Telecom Demos in 10 Minutes

12

The Voice Prospecting Playbook: Scalable Conversational Outreach with AI

13

The Tech-Stack Audit Cold Opener: Turn Public Signals Into One-Page Audit Reports That Book Meetings

14

The 10-Minute AI Prospect Brief: Close More Meetings With Zero Guesswork

15

Client Health Radar: Build an AI-Powered Churn & Expansion Score to Protect Revenue

16

48-Hour Pipeline Rescue: Clean, Score, and Reactivate Dead Leads with AI

17

The AI Negotiation Coach: Real‑Time Prompts That Close More Deals

18

Referral Multiplier: AI That Turns Existing Clients into a Predictable Lead Engine

19

Account Growth Engine: Use AI to Mine Existing Clients for Predictable Upsell and Retention

20

Deal Rescue Sequence: Using AI to Recover Slipping Deals and Stale Proposals

21

Matchmaker for Margin: Build an AI Carrier & Partner Matching Engine

22

AI Win/Loss Decoder: Automate Post‑Mortems to Turn Every Deal into a Playbook

23

Voicemail-to-Meeting: Build a Voice-First AI SDR That Books More Calls

24

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

25

Safe & Sellable: Lightweight AI Governance for Tech Advisors

26

Zero-Prep Demo Generator: Use AI to Build On-the-Fly Demos That Close Deals

27

The 15‑Minute AI Sales Coach: Daily Roleplay that Turns Conversations into Closed Deals

28

Proposal to Close: AI Proposals That Predict and Push Deals Over the Line

29

Hidden Commissions: Use AI to Audit Vendor Portals and Recover Missed Revenue

30

QBRs on Autopilot: Build AI-Driven Quarterly Business Reviews That Retain & Upsell

31

Mini-Case Factory: Turn Service Work into Sales-Ready Case Studies with AI

32

Support Signals: Mining Tickets & Conversations with AI to Create a Predictable Expansion Engine

33

Micro-Commitments That Convert: An AI-Driven Nurture Engine for Tech Advisors

34

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

35

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

36

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

37

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

38

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

39

Handoff Science: Designing AI→Human Escalations That Close Deals

40

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

41

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

42

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

43

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

44

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

45

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

46

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

47

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

48

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

49

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

50

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

51

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

52

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

53

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

54

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

55

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

56

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

57

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

58

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

59

Live Seller Assistant: CRM Sidekick for Real-Time Closures

60

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

61

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

62

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

63

Renewal Armor: Detect Vendor Price Changes & Protect Margins

64

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

65

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

66

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

67

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