← Diligent
Diligent role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Cloud software that helps boards and executives run meetings, manage governance, and track risk and compliance in one place.
Who you'd be calling
General counsels, corporate secretaries, compliance and risk leaders, and board administrators at large companies, nonprofits and public bodies.
Your opener
“Hi Sam, this is Alex from Diligent. I'm calling because we help corporate secretaries and legal teams manage board materials and governance in one secure place. Is that something you handle, or should I be talking to someone else?”
Problems you solve for them
- Board materials shared by email or paper, which is slow and a security risk
- Risk and compliance tracked across disconnected spreadsheets and tools
- Hard to show regulators and the board a clear view of risk
Discovery questions to ask
- How do your board packs get put together and shared today?
- How do you keep track of risk and compliance across the company?
- What's the hardest part of prepping for a board meeting or an audit?
Objections they'll throw at you
“I'm busy right now.”
→ I get it, board season is hectic. Can I grab two minutes now, or is there a better time this week to call you back?
“We're not interested.”
→ No worries. Is that because board management is already handled well, or just not a priority this year?
“We already use a board portal.”
→ Good, then you know how useful it is. Are you also tracking risk and compliance in the same place, or is that still in separate tools?
“Just send me an email.”
→ Of course. To make it relevant, who else besides you is involved in board prep or governance?
Competitors worth knowing
OnBoard, Nasdaq Boardvantage
Interview tips for this company
- Learn what GRC stands for (governance, risk and compliance) and say it in plain words in the call.
- The buyer is often a corporate secretary or general counsel. Be formal, respectful and brief.
- Know that Diligent is a well-known name in boards, so you can mention it without overclaiming. Don't quote customer numbers beyond what's public.
Written from public information about Diligent to help you practice. Ask an insider what their role play looked like; it's the best prep there is.