← Glide
Glide role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A platform that lets community banks and credit unions offer digital banking and embedded financial products without building them in-house.
Who you'd be calling
CEOs, Chief Digital or Innovation Officers, and COOs at community banks and credit unions.
Your opener
“Hi [Name], this is [You] from Glide. I'll be upfront that this is a cold call. We work with community banks and credit unions on offering modern digital banking, and I wanted to ask how you're thinking about it.”
Problems you solve for them
- Customers expect modern apps like the big banks and fintechs offer
- Small banks lack the engineering resources to build new products
- Legacy systems make launching anything new slow
- Younger customers and small businesses leave for fintech competitors
Discovery questions to ask
- How happy are your members with your mobile and online banking today?
- When you want to launch a new digital product, what slows you down?
- Are you losing customers or deposits to fintechs or bigger banks?
Objections they'll throw at you
“I'm busy right now.”
→ I understand, I'll keep it short. Is there a better time this week for a five-minute chat?
“We're not interested.”
→ No worries. Is your digital banking already where you want it, or is it just not a priority this year?
“We already use something for this.”
→ Makes sense, most banks do. Who is your core or digital provider, and how flexible are they when you want to add something new?
“Just send me an email.”
→ Happy to. What's the one thing you'd most want to see in it, so I don't waste your time?
Interview tips for this company
- Banking buyers are cautious and slow-moving, so sound calm, professional, and patient.
- Learn basic terms: core system, deposits, embedded finance, and compliance.
- Practice speaking to executives at small institutions who wear many hats.
Written from public information about Glide to help you practice. Ask an insider what their role play looked like; it's the best prep there is.