← Clark
Clark role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI that performs audit fieldwork, taking over time-consuming testing and evidence work for accounting firms.
Who you'd be calling
Audit partners, audit managers, and heads of innovation or quality at mid-sized CPA firms.
Your opener
“Hi Pat, this is Alex from Clark. We build AI that does the hands-on fieldwork in an audit, so your team spends less time on manual testing. Do you have a quick minute, or should I try you at a better time?”
Problems you solve for them
- Audit fieldwork is manual and eats up staff hours, especially in busy season
- Hard to hire and keep enough junior auditors
- Pressure to improve quality and consistency while controlling costs
Discovery questions to ask
- How much of your audit team's time goes to fieldwork and testing today?
- How do you handle busy season staffing and hiring?
- Have you tried any AI or automation tools in your audits yet, and how did it go?
Objections they'll throw at you
“I'm busy right now.”
→ Of course, I know audit schedules are tight. When is a better time this week or next for a short call?
“Not interested.”
→ No problem. Can I ask whether AI in audits is something your firm has looked at, or is it off the table for now?
“We already use audit software.”
→ Many firms do, and we're not trying to replace your methodology. Would it help to see how we handle the fieldwork steps your current tools leave to people?
“Just send me an email.”
→ Happy to. What matters most to you: saving staff time, quality, or handling busy season?
Interview tips for this company
- Learn audit basics: what fieldwork is, busy season, partners vs. managers vs. staff, and why CPA firms care about quality and risk.
- Expect skepticism about trusting AI with audit work, so practice calmly acknowledging that and asking about their concerns instead of overselling.
Written from public information about Clark to help you practice. Ask an insider what their role play looked like; it's the best prep there is.