← FlowX.AI
FlowX.AI role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A platform where banks and large companies build and run AI agents for work like onboarding, claims and operations.
Who you'd be calling
Heads of Digital, Innovation, Operations and IT/Enterprise Architecture at banks, insurers and logistics companies
Your opener
“Hi [Name], this is [You] from FlowX.AI. We help banks and insurers put AI agents into everyday processes in weeks instead of many months. Do you have a minute to see if that's something you're working on?”
Problems you solve for them
- Slow, costly custom builds when adding AI to core processes
- Legacy systems and manual steps hold back onboarding, claims and operations
- AI pilots that never make it into real production
Discovery questions to ask
- Where is your team looking at AI today, if anywhere?
- Which processes, like onboarding or claims, take the most manual effort?
- What has held back earlier AI or automation projects?
Objections they'll throw at you
“I'm busy.”
→ Understood, I'll be brief. Could I grab 15 minutes next week, and what day works best?
“Not interested.”
→ Fair enough. Is AI just not on your plate this year, or is another team handling it?
“We already have a platform or work with a big consultancy.”
→ Good to hear you're already moving. We often work alongside those. What's been the slowest part of getting projects live?
“Send me an email.”
→ Of course. To keep it short and useful, which process would matter most to you, onboarding, claims or something else?
Interview tips for this company
- Learn simple definitions of 'AI agent' and 'enterprise workflow' so you can explain them without jargon.
- Enterprise deals are long and involve many people. Be ready to talk about being patient and finding the right contact, not pushing a fast close.
Written from public information about FlowX.AI to help you practice. Ask an insider what their role play looked like; it's the best prep there is.