← ClickUp
ClickUp role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
An all-in-one app for work that combines tasks, docs, goals and chat in one place.
Who you'd be calling
Team Leads, Operations and Project managers, and founders at small to mid-size businesses
Your opener
“Hi [Name], this is [You] from ClickUp. I know I'm calling out of the blue. Quick question: how many different apps does your team use to manage tasks, docs and chat?”
Problems you solve for them
- Teams juggle many apps for tasks, docs and chat
- Switching between tools wastes time and hides information
- Paying for several separate tools adds up
Discovery questions to ask
- Which tools does your team use today for tasks, docs and chat?
- How much time do people lose switching between them?
- What does your team spend on separate work tools each month?
Objections they'll throw at you
“I'm busy right now.”
→ Of course, I'll keep it quick. When would be a better time for a 5-minute call?
“We're not interested.”
→ Fair enough. Can I ask what your team uses today to manage projects, just so I know I'm not wasting your time?
“We already use something for that.”
→ Lots of teams do. Does it also cover docs and chat, or do you need other tools alongside it?
“Just send me an email.”
→ Sure. What's the biggest thing you'd like to simplify, so I make the email useful?
Competitors worth knowing
Asana, monday.com, Notion, Trello
Interview tips for this company
- ClickUp calls itself the 'everything app for work', so be ready to explain in one sentence why one tool beats many.
- Try the free plan before your interview and note two features you liked, so you can use them as real examples.
Written from public information about ClickUp to help you practice. Ask an insider what their role play looked like; it's the best prep there is.