← Intuit
Intuit role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Makes QuickBooks, TurboTax and other software for small business accounting, payments, payroll and taxes.
Who you'd be calling
Small business owners, bookkeepers and accounting firms; for QuickBooks, owners and office managers at small businesses.
Your opener
“Hi [Name], this is [You] from Intuit, the QuickBooks company. I know I'm calling out of the blue. Do you have a minute? I'm talking to small business owners about how they keep track of their money and get paid.”
Problems you solve for them
- Tracking money and invoices by hand is slow and error-prone
- Getting paid late hurts cash flow
- Tax time and payroll are confusing and time-consuming
Discovery questions to ask
- How do you track your income and expenses right now?
- How long does it take you to send invoices and get paid?
- Who handles your books and taxes: you, a bookkeeper, or an accountant?
Objections they'll throw at you
“I'm busy right now.”
→ No problem, I know you're running a business. When is a better 10 minutes this week?
“We're not interested.”
→ Understood. Are your books and invoicing already running smoothly, or is it just not the right time?
“We already use spreadsheets or other accounting software.”
→ Lots of owners start there. How much time does it take you each month, and would you want to cut that down?
“Just send me an email.”
→ Sure. So it's useful, what would help most: invoicing, bookkeeping, or payroll?
Competitors worth knowing
Xero, FreshBooks, Sage, Wave
Interview tips for this company
- Try QuickBooks yourself (free trial) before the interview so you can talk about it from real experience.
- Know the main products: QuickBooks, TurboTax, Credit Karma and Mailchimp. Be ready to explain which one fits which customer.
Written from public information about Intuit to help you practice. Ask an insider what their role play looked like; it's the best prep there is.