← Greenlight
Greenlight role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A debit card and money app that helps families teach kids to spend, save and manage money, also offered through banks.
Who you'd be calling
Product and digital leaders at banks and credit unions; also parents, who are the main consumers.
Your opener
“Hi {name}, this is {you} from Greenlight. We help banks and credit unions bring in families with a kids' debit card and money app. Do you have a quick minute so I can ask how you handle younger customers today?”
Problems you solve for them
- Banks and credit unions struggle to attract younger customers and families
- Parents want a safe way to teach kids about money with controls
- Financial institutions need a kids and family product without building it from scratch
Discovery questions to ask
- What do you offer today for kids, teens or families?
- How are you trying to attract younger customers and keep them as they grow up?
- Who owns new product partnerships at your institution?
Objections they'll throw at you
“I'm busy right now.”
→ I get it, I'll be quick. Can we set 15 minutes later this week to see if it's worth a deeper conversation?
“Not interested.”
→ Fair enough. Is reaching younger customers already well covered, or just not a focus right now?
“We already have a youth product.”
→ Great, that's a good start. How is it performing in terms of sign-ups and keeping those customers as they grow up?
“Send me an email.”
→ Will do. Who else on your team should I include, such as the person who owns digital or product?
Competitors worth knowing
GoHenry, Step, BusyKid
Interview tips for this company
- Check who you'd be calling. The job could target banks (B2B) or parents (consumers), and the approach is very different.
- Know the product well: a kids' debit card with parent controls, saving, and chores. Be ready to explain it simply.
Written from public information about Greenlight to help you practice. Ask an insider what their role play looked like; it's the best prep there is.