The Tech Advisor Edge

Bob Bevilacqua

The Tech Advisor Edge is the go-to podcast for Technology Advisors, IT Providers, Telecom Agents, and businesses that sell technology and want to grow. Hosted by Bob Bevilacqua, Founder & CEO of Acquasition AI, each episode delivers real AI strategies, automation insights, and custom outcomes designed to help you sell smarter, scale faster, and outpace the competition.

  1. Jul 26

    AI Proposal & Pricing Engine: Automate Winning Proposals, Protect Margins, Close Faster

    This interview walks through a practical, low-code approach to building an AI-powered proposal and pricing engine tailored for technology advisors. Bob interviews a founder or practitioner who replaced a slow, manual proposal workflow with an automated system that generates tailored proposals, calculates commission-aware pricing, A/B tests offer structures, and produces seller-facing negotiation scripts. Listeners receive a step-by-step blueprint: required data inputs, reusable prompt patterns, integration points with CRM and proposal tools, KPIs to monitor, and a 30-day rollout plan a solo advisor or small team can execute. The episode teaches how to reduce time-to-proposal, increase close rates, protect margins, and make pricing repeatable instead of guesswork. Real examples, short email and negotiation scripts, and common pitfalls give immediate, actionable outputs so listeners leave ready to automate the highest-leverage part of their sales process.

  2. 10h ago

    Launch an AI SDR: Low-Code Playbook to Book Demos, Save Time, and Surface Expansion

    Bob interviews an AI engineer and a practicing technology advisor who turned a small, low-code AI SDR into a measurable pipeline engine: one advisor booked 18% of AI-qualified leads into demos within 30 days while cutting prospecting time by 6 hours/week. The episode delivers a step-by-step, tool-specific playbook (Zapier/Make, Airtable/Notion, HubSpot/Zoho, Calendly/Google Calendar, Twilio), clear KPI targets (meetings/week, qualification accuracy, hours saved), and an A/B test framework to optimize prompts. Guests share reusable templates, an integration checklist, and a downloadable starter kit at the show site. We also cover practical guardrails for TCPA and CAN-SPAM compliance, data hygiene, and human escalation points so you can launch safely. Tactical and operational, listeners leave with a one-week rollout plan, two KPI targets, and the exact first prompts to deploy.

  3. 1d ago

    Build an AI ICP Engine: Find, Prioritize, and Book High-Value Prospects

    Many technology advisors waste time chasing unqualified leads or waiting for referrals. In this interview Bob and a practitioner who built a low-code AI ICP (Ideal Customer Profile) engine walk through a practical, repeatable system that turns CRM records and public signals into prioritized prospect lists and automated outreach that actually books meetings. You’ll get a step-by-step breakdown—data inputs, feature signals that matter, scoring logic, integration touchpoints (CRM, outreach, appointment setter), and a simple human-in-the-loop workflow to preserve personalization. The episode focuses on actionable templates, measurable KPIs, and a 30/60/90 day rollout plan any solo advisor or small team can implement without heavy engineering. By the end you’ll know exactly what to build first, what to measure, and how to keep the system lean while it produces predictable, qualified conversations.

  4. 2d ago

    Opportunity Mining: A 7-Day AI Playbook to Upsell Existing Clients

    Join Bob as he interviews a technology advisor who built a 7-day, low-code "Opportunity Mining" engine that turned underused client signals into predictable upsells. You'll get a practical four-step playbook—map data sources (CRM, tickets, billing, usage), build simple intent scores (example threshold: score > 70), pick 2–3 high-propensity plays, and automate human-first outreach—plus exact prompts and a Zapier/Make + HubSpot/Airtable architecture that requires no engineering team. The guest shares a compact case where a solo advisor booked a $3,250 upsell from an AI-flagged lead and grew recurring revenue 14% in 90 days. Bob and the guest outline a one-week starter plan (pilot 50 accounts, manual verification, two outreach templates) listeners can run in under 7 days. Episode ends with a checklist and downloadable templates—visit the show site to grab them and start mining your client base this week.

  5. 3d ago

    Reactivating Dormant Accounts: An AI Playbook for Predictable Revenue

    On this episode Bob Bevilacqua interviews a senior success leader from a technology advisory who's used AI to build a repeatable client reactivation engine that converts dormant accounts into predictable revenue. You'll get a step-by-step playbook you can implement in a weekend: how to segment dormant accounts, craft AI-personalized outreach, automate multi-channel follow-up sequences, prioritize opportunities with an AI lead-scoring rubric, and close with low-friction offers that re-open conversations. The conversation focuses on practical templates, required integrations (CRM, email, SMS, calendar), measurable KPIs, and guardrails to keep outreach low-risk and high-return. Listeners will leave with a concrete 5-step plan, sample outreach prompts, and a 30/60/90-day pilot blueprint to test on 50 dormant accounts. This episode teaches something real, solves the no-leads pain by mining existing relationships, and gives one immediate action to drive revenue.

  6. 5d ago

    AI Sales Autopsy: Use Your Last 50 Deals to Build a No-BS Fix Plan

    Most advisors chase new leads while the real revenue sits in their CRM and past deals. In this episode Bob interviews AI automation expert Alex Ramariz to run through a practical, repeatable process: an "AI Sales Autopsy" that analyzes your last ~50 deals (won and lost), pinpoints the exact friction points—pricing, messaging, follow-up timing, demo gaps—and outputs prioritized fixes, email/call scripts, and a 7-day sprint you can run without hiring a consultant. You’ll hear a concrete case study, the minimal data you must gather, examples of AI prompts that produce usable playbooks, and the quick templates to plug into your CRM and automation stack. By the end of the episode you’ll know how to take a weekend’s worth of work and convert it into real, deployable changes that stop leaks and start closing more of the pipeline you already own. Visit our site to download the free AI Sales Audit template and starter prompts.

  7. 6d ago

    The Partnership Engine: How AI Turns Vendor Chaos into Predictable Margins

    Most technology advisors bleed margin and time fighting inconsistent vendor contracts, fractured partner portals, and surprise pricing changes. In this episode Bob interviews Alex Ramariz to explain how to build a practical "Partnership Engine" — a lightweight AI workflow that ingests contracts, carrier announcements, and commission data to surface margin risks, flag price changes, and generate partner-specific upsell packages. Listeners will get a clear, step-by-step blueprint: what data to collect, the minimal automations to deploy, simple prompts to turn contract text into sales language, and a fast experiment to capture hidden revenue without hiring more staff. This episode teaches a real playbook, solves the day-to-day problem of vendor overwhelm, and leaves advisors with an immediate 5-step sprint they can run this week to stop revenue leakage and reclaim negotiating power.

  8. Jul 18

    AI Winback Accelerator: Reclaim Lost Clients & Dormant Revenue in 30 Days

    Too many advisors treat churned clients and cold opportunities like trash folders — when those records are often the fastest path to predictable revenue. In this episode Bob Bevilacqua interviews Alex Ramariz to unpack a practical, repeatable AI Winback Accelerator you can deploy in 30 days. We walk through how to surface high-value churn signals inside your CRM and billing systems, score and prioritize targets, craft hyper-personalized outreach (email, voicemail, LinkedIn) using AI, and automate a respectful multi-channel re-engagement sequence that hands off the hottest opportunities to a human. You’ll get concrete templates, timing rules, KPIs to watch, and a weekend checklist so even solo advisors can run this sprint without extra hires. This episode teaches a real process, solves the problem of dormant revenue, and ends with a clear, immediate action plan you can start this week.

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About

The Tech Advisor Edge is the go-to podcast for Technology Advisors, IT Providers, Telecom Agents, and businesses that sell technology and want to grow. Hosted by Bob Bevilacqua, Founder & CEO of Acquasition AI, each episode delivers real AI strategies, automation insights, and custom outcomes designed to help you sell smarter, scale faster, and outpace the competition.

Information

  • Creator
    Bob Bevilacqua
  • Years Active
    2026
  • Episodes
    105
  • Rating
    Clean
  • Copyright
    © 2026 All rights reserved.
  • Show Website
    The Tech Advisor Edge