The Tech Advisor Edge

Bob Bevilacqua

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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.

10 thg 7

The First-90 AI Playbook: Automate Onboarding into Revenue

On this episode Bob Bevilacqua interviews Maria Lopez to reveal the First-90 AI Playbook — a practical, deployable system that turns a new client's first three months into a predictable retention and revenue engine. We walk through a seven-step playbook you can implement with off-the-shelf AI: automated welcome sequences that set expectations, an AI receptionist to run kickoffs, automatic SOP generation from discovery calls, scheduled health-check nudges, automated upsell scoring, and a post-90 expansion play. Maria shares an MSP case that cut onboarding time in half, prevented early churn, and surfaced immediate expansion opportunities. You’ll leave with exact templates, a 10-minute automation sprint you can run this week, and KPIs to measure success. This episode teaches something real, solves the onboarding-to-revenue problem, and gives one clear action you can test before Monday.

7 phút
20 giờ trước

Client Expansion Audit: Use AI to Mine Your Existing Book for Hidden Revenue

Most advisors chase new logos while leaving predictable revenue on the table. In this interview-driven episode Bob sits down with Maria Lopez and Anna Lee to teach a repeatable, low-effort process: the AI Client Expansion Audit. You’ll learn the 4-step framework to extract buying signals from billing, ticketing, and CRM data; the specific AI prompts and tools that automate scoring and outreach; and a practical 7-day sprint to convert the first 5 opportunities. This episode solves a real problem — stagnant accounts and missed upsell revenue — with actionable tasks you can complete without hiring a team. By the end you’ll have templates, an audit checklist, and a risk-aware rollout plan that preserves relationships while unlocking predictable expansion revenue.

9 phút
1 ngày trước

Generated Episode Idea

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10 phút
2 ngày trước

AI Role-Play Lab: Train Your Sales Brain with Simulated Buyers

Stop hoping practice happens in the field. This episode teaches technology advisors how to build an AI Role-Play Lab that simulates real buyer personas, objections, and discovery calls so you can rehearse winning responses, refine demo scripts, and measure improvement — all without bothering a colleague. Bob interviews Anna Lee to walk through a step-by-step, low-cost setup using LLMs, conversation engines, and CRM hooks that runs in minutes. You’ll get concrete prompts, five buyer personas to test, metrics to track (response time, objection resolution rate, next-step conversion), and a 10-minute daily routine that produces measurable skill gains. By the end you'll be able to run focused practice sessions, generate better follow-up sequences, and drop weeks off your sales cycle with predictable improvement. Bonus: where to get copy-ready prompt templates and a downloadable role-play checklist — visit the show site to grab them.

9 phút
3 ngày trước

Referral Engine: Build an AI System That Turns Clients Into Predictable Referrers

Most advisors treat referrals like luck. This episode reframes referrals as a repeatable system you can automate with AI. Bob interviews Alex Ramariz to strip referral programs down to three practical layers: intelligence (who to ask and when), automation (how to ask at scale without sounding robotic), and conversion (how to turn introductions into booked meetings). You’ll get concrete scripts, event triggers, data sources to use from your CRM or ticketing system, privacy-safe consent patterns, and a sample 6-touch cadence that nudges clients to introduce peers. The goal: a predictable referral pipeline that scales the business without more cold outreach or hiring. By the end you’ll know the exact components to build, one weekend playbook to launch, and the metrics that matter to prove ROI. Visit AcquasitionAI.com to access the episode resources and ready-to-use templates.

9 phút
4 ngày trước

The Winback Engine: Reclaim Lost Deals with an AI-Powered Recovery Campaign

Most advisors sit on a goldmine of dead leads and cold proposals — opportunities that went quiet but still have value. In this episode Bob interviews Alex Ramariz to teach a practical, low-friction AI Winback Engine designed for technology advisors, MSPs, and telecom agents. You’ll get a clear 3-step framework: identify and score dormant opportunities, craft consulting-first reengagement sequences, and automate human-safe escalation rules. Alex walks through the exact data sources, scoring signals, personalization prompts, and follow-up cadences that generate meetings without sounding robotic. Listeners will leave with a ready-to-run 3-email/2-touch campaign template, a recommended lightweight tool stack, and measurement metrics to prove ROI. This episode teaches something real, solves the persistent problem of lost deals, and moves advisors one concrete step toward automated revenue recapture.

8 phút
5 ngày trước

Migration Money: An AI Playbook to Find & Sell Carrier Contract Migrations

Most technology advisors sit on low-hanging fruit: clients and prospects locked into expensive or underperforming telecom and cloud contracts. This episode teaches a repeatable, low-effort system advisors can implement this week to identify high-value migration opportunities and convert them into recurring revenue. Bob interviews Alex Ramariz (AI automation & UCaaS strategy) to unpack a practical three-part workflow: (1) using simple AI prompts to extract key terms and hidden costs from contracts, (2) scoring accounts by migration ROI and churn risk, and (3) launching an automated, hyper-personalized outreach plus client conversation script that converts. You’ll get concrete tool choices, a checklist for what to pull from contracts, an objection-handling script for price/transition fears, and a starter outreach sequence you can deploy with your CRM and an AI writing engine — all designed to be achievable without a large team.

9 phút
6 ngày trước

AI Co-Sell Playbook: Turn Partners Into Predictable Deal Sources

Many technology advisors leave partner relationships as passive referral hopes instead of active revenue engines. In this interview Bob Bevilacqua and AI automation expert Alex Ramariz walk listeners through a practical, step-by-step co-sell playbook that uses AI to surface partner-fit opportunities inside your CRM, auto-score deals for joint outreach, and orchestrate compliant co-marketing and co-selling sequences that close faster. This episode teaches a clear framework—discover, qualify, orchestrate, co-engage, measure—plus a compact toolstack and legal/commission patterns advisors can adopt without a large ops team. You will get real-world tactics you can trial in 72 hours, a checklist for partner-ready accounts, and a reproducible template for revenue-sharing conversations. The goal: stop hoping for partner leads and start running a predictable, automated co-sell machine that scales without hiring a sales army.

9 phút

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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.

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Bob Bevilacqua
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