← DualEntry
DualEntry role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A modern ERP system, run with AI, that handles finance work like accounting and transactions for growing companies.
Who you'd be calling
CFOs, controllers and finance leaders at growing mid-sized companies outgrowing their accounting software.
Your opener
“Hi [Name], this is [You] from DualEntry. I know I'm calling unexpectedly. Do you have a quick minute? I talk with finance leaders about handling more transactions without adding headcount, and wanted to ask how your team is set up.”
Problems you solve for them
- Too many manual finance tasks
- Old systems can't keep up as transactions grow
- Hiring more people just to keep up is costly
- Switching ERPs feels slow and risky
Discovery questions to ask
- What system do you use for accounting today, and how's it working?
- Which finance tasks still take the most manual effort?
- Are you planning to change or upgrade your ERP soon?
Objections they'll throw at you
“I'm busy right now.”
→ Understood, I'll be brief. Could we find 10 minutes later this week?
“We're not interested.”
→ Fair enough. Are you happy with your current system, or is changing it just not a priority?
“We already have an ERP.”
→ Makes sense, most companies do. How well is it keeping up as you grow?
“Just send me an email.”
→ Sure thing. What system are you on today so I can make it relevant? And could we set a short call after?
Competitors worth knowing
NetSuite, Sage Intacct
Interview tips for this company
- Know what an ERP is: one system to run a company's accounting and operations.
- Expect pushback about switching being painful. Practice acknowledging it before asking a question.
Written from public information about DualEntry to help you practice. Ask an insider what their role play looked like; it's the best prep there is.