← Heidi Health
Heidi Health role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI scribe that listens to patient visits and writes clinical notes automatically, so clinicians spend less time on paperwork.
Who you'd be calling
Practice owners, practice managers and clinicians (GPs, specialists, allied health) at clinics and healthcare groups
Your opener
“Hi Dr. Lee, this is Alex from Heidi. I'm calling because we help clinicians finish their notes during the visit instead of at night after clinic. Is documentation time something you deal with?”
Problems you solve for them
- Clinicians spend hours on notes after appointments
- Admin work causes burnout and long days
- Less eye contact and attention for patients during visits
Discovery questions to ask
- How long do you spend on notes and admin after your last patient?
- How do you handle documentation today: typing, dictation, or a scribe?
- If you got an hour back each day, what would you do with it?
Objections they'll throw at you
“I'm with patients, I don't have time.”
→ Understood, patients come first. Is there a better time this week for a quick 5-minute call, maybe between clinics?
“Not interested.”
→ No problem. Just so I understand, do you already have notes under control, or do they follow you home at night?
“We already use a scribe or another AI tool.”
→ Good to know. How happy are you with the accuracy and the editing time afterward?
“Send me an email.”
→ Sure thing. Which would be most useful in it: how it works, privacy and security, or how it fits with your records system?
Competitors worth knowing
Abridge, Nuance DAX Copilot, Suki
Interview tips for this company
- Be ready to talk about patient privacy and data security, since healthcare buyers ask about it right away.
- Never make medical claims. Focus on saving time, reducing admin and letting clinicians focus on patients.
Written from public information about Heidi Health to help you practice. Ask an insider what their role play looked like; it's the best prep there is.