How Perform Agent Gets You Ready to Meet the Buyer

It’s 10:25 am. You’ve got a high-stakes call with Stark Industries in five minutes.

The deal’s been in motion for weeks. There was momentum early on, a phased rollout plan, engaged stakeholders but now your champion has raised a blocker, and a new VP has joined. The CRM offers fragments. Your inbox? A minefield. You need to show up sharp, not just show up.

So you open Perform Agent.

Step 1: Search the deal and get oriented fast

You type “Stark Industries” into Perform Agent.

You’re not dropped into a data swamp. You land on a clean deal card that shows:

• Current deal stage

• Key activity trends

• A single click into a structured, buyer-specific deal room

In under 10 seconds, you’ve moved from scramble to situational awareness.

Step 2: Step into the buyer’s world

Inside the deal, you see everything you actually need:

• Deal Summary: Phase 1 stalled due to compliance hold-up. Buyer interest remains for full rollout.

• Stakeholder Intelligence: 3 engaged contacts. Hayley Berkshire, your champion, has surfaced new concerns.

• Signals

  • 🔴 Pain Points: “Unclear decision ownership and internal compliance approvals”

  • 🟢 Positive Signals: “VP mentioned potential for wider deployment in Q4”

You click Hayley's profile. Perform Agent surfaces:

• Their role and influence

• Last appearance in a thread or meeting

• Buyer-specific objections and pain points

• Recommended follow-up action

You’re not skimming history. You’re building a buyer-aware strategy in real time.

Step 3: Action what matters before the call

Scroll down. The Actions module shows what’s critical right now:

• ✅ Respond to the security concern raised by Hayley

• ✅ Reconfirm budget ownership with VP

• ✅ Draft follow-up tied to rollout goals

Every action is generated from buyer behavior, not rep activity logs. It’s not “what have you done?” It’s “what does the buyer need from you next?”

Step 4: Rehearse the real conversation

With two minutes left, you hit Grill Me.

Perform Agent simulates a response from Hayley Berkshire:

“We’re not moving forward until security concerns are addressed.”

You draft your reply. Perform Agent refines it based on deal stage, similar past objections, and known concerns.

Then you ask: “What’s at risk in this call?”
It answers with a one-liner: “Momentum will stall unless you address the buyer’s security blocker head-on.”

This isn’t coaching. It’s execution rehearsal grounded in buyer context.

This is what buyer-led prep looks like

Before Perform Agent, you were prepping in fragments: Slack threads, call notes, maybe a guess.

Now?

• You know who’s engaged and who’s gone quiet

• You understand objections before they’re voiced

• You act on what the buyer needs not what your process says

All before the call starts.

Perform Agent doesn’t just help reps prepare. It helps them connect.

Because readiness isn’t about checking boxes.
It’s about showing up as the rep who understands the deal, respects the buyer, and brings clarity to every conversation.

And that’s exactly what Perform Agent delivers.