Deal Risk Radar: Using Lightweight AI to Predict, Prioritize, and Rescue At-Risk Deals episode artwork

EPISODE · Apr 7, 2026 · 10 MIN

Deal Risk Radar: Using Lightweight AI to Predict, Prioritize, and Rescue At-Risk Deals

from The Tech Advisor Edge

Many tech advisors lose deals not from price but from predictable, fixable risks: missed follow-up, misaligned decision-makers, vendor hiccups, or silent churn signals. In this interview Bob Bevilacqua talks with a guest practitioner who built a pragmatic, low-cost Deal Risk Radar that analyzes CRM entries, email cadence, call notes, proposal status, and vendor alerts to surface high-risk opportunities. Listeners will get a step-by-step playbook for signals to track, a simple scoring model they can implement in days, automation triggers to rescue deals, and ready-to-use scripts for human follow-up. This episode teaches a concrete process, solves the problem of inconsistent follow-up and hidden deal leakage, and leaves advisors with three immediate actions to start protecting pipeline revenue this week.

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Deal Risk Radar: Using Lightweight AI to Predict, Prioritize, and Rescue At-Risk Deals

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