Too many tech advisors go into discovery calls blind, wasting time and leaving revenue on the table. In this interview episode Bob Bevilacqua sits down with a practitioner who built a lightweight “Discovery DNA” workflow: a human-in-the-loop AI pipeline that pulls CRM history, public signals, and intent cues to create a one-page pre-meeting brief, a prioritized agenda, three opportunity-focused discovery questions, objection-handling lines, and a 90-second personalized micro-pitch. Listeners get a step-by-step blueprint they can implement in a single afternoon: what data to feed, template prompts that work, simple guardrails to avoid generic output, and a short follow-up sequence that turns warm meetings into booked demos. This episode teaches a concrete workflow, solves poor meeting preparation, and leaves advisors with an immediate pilot they can run next week.