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Cheat Sheet: How to Use AI Agents to Spot a Deal at Risk in 90 Seconds

Written by Hive Perform | May 15, 2025 12:45:00 PM

Most B2B sales teams don’t lose deals for lack of effort.
They lose them because they can’t see the early signs that something’s off.

The rep says the call went great.
The CRM says “commit.”
The next step? “Waiting on legal.”

And then the deal slips.

Not because the rep didn’t follow up. Not because the team isn’t trying.
But because the signals that matter weren’t visible.

That’s why high-performing teams are turning to AI agents, not just to automate tasks, but to illuminate what’s missing. To help reps act with precision, based on what the buyer is really doing.

In this cheat sheet, we’ll show how Hive Perform’s Perform Agent helps teams spot deal risk in under 90 seconds.

What Makes AI Agents Different?

Generic AI summarizes call notes.
Perform Agent thinks like a strategist.

It’s trained to:

  • Detect when a stakeholder has dropped off

  • Flag when a deal is drifting from the buyer’s process not just the seller’s

  • Surface what’s missing and what that means for risk

It doesn’t just report. It orients and guides in real time.

The 90-Second Cheat Sheet to Spotting Deal Risk

1. Look for Buyer Motion, Not Rep Activity

Just because it’s logged doesn’t mean it’s progressing.
Perform Agent highlights real buyer engagement:

  • Opened collateral

  • Stakeholder expansion

  • Email response timing

⚠️ Red flag: Rep logs three activities but the buyer has gone silent for six days.

2. Spot Gaps in the Buyer’s Process

Sales teams often follow their playbook.
Perform Agent spots when the buyer’s process is off track:

  • No procurement touch after pricing

  • Missing decision-maker on recent calls

  • Proposal sent, but no calendar hold or follow-up invite

⚠️ Red flag: The deal is following your steps, not theirs.

3. Score Confidence Using Signal, Not Sentiment

Reps feel good about deals all the time.
Perform Agent scores confidence using behavioral data:

  • Deal velocity

  • Stakeholder depth

  • Gaps between key actions

  • Overall execution quality

⚠️ Red flag: CRM says “commit.” Signal score says otherwise.

4. Audit Follow-Up Quality, Not Quantity

It’s not just whether the rep followed up, it’s how.

Perform Agent evaluates follow-up content and context:

  • Did it address buyer concerns?

  • Did it reach the right contact?

  • Was the timing aligned with deal stage?

⚠️ Red flag: “Just checking in” email to the wrong stakeholder while procurement is still untouched.

5. Treat Silence as a Signal

Silence doesn’t mean “waiting.” It means stalling.

Perform Agent identifies:

  • Post-demo drop-offs

  • Stakeholder disengagement

  • Time-based decay in responsiveness

⚠️ Red flag: Buyer was active after demo. Now it's been 10 days of nothing and the deal still sits in “commit.”

Why It Works: AI Agents Are Built to Think Strategically

Perform Agent doesn’t just summarize. It synthesizes.

In under 90 seconds, it acts like a deal strategist:

  • Diagnosing risk

  • Scoring real momentum

  • Nudging the rep with what to do next

No more gut checks. Just clear, data-backed execution guidance, right in the flow of work.

Forecasts Don’t Fail at the End of the Quarter

They fail the moment risk goes unnoticed.

Perform Agent, part of the Hive Perform platform, was built to catch what humans miss.
To turn invisible signals into decisive action.
To help sales teams move with clarity, not just effort.

Because by the time a deal looks like a problem in CRM, it already is.

Want to see how Hive Perform’s AI agents help your team spot risk faster?

👉 Check out Perform Agent.