← Karbon
Karbon role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Cloud practice management software with AI that helps accounting firms manage work, teams and clients in one place.
Who you'd be calling
Firm owners, managing partners, practice managers and operations leaders at small and mid-sized accounting and bookkeeping firms.
Your opener
“Hi [Name], this is [You] from Karbon. We work with accounting firms on keeping client work and email organized, and I'm curious how your team tracks it all today. Do you have a minute?”
Problems you solve for them
- Client work falls through the cracks across email and spreadsheets
- Hard to see who is working on what and which deadlines are close
- Busy season burns out staff because the work is manual and scattered
Discovery questions to ask
- How do you track what work is due and who owns it across your team?
- How do client emails and requests get turned into tasks?
- What tools are you using today for workflow and deadlines?
Objections they'll throw at you
“I'm in the middle of busy season.”
→ Understood, that's exactly when things get messy. Can I send a two-line note and call you after the deadline rush?
“Not interested.”
→ No problem. Quick question before I go: how do you keep track of deadlines across the team right now?
“We already use something for this.”
→ Plenty of firms do. What are you using, and does it cover email and team workload too, or is some of it still manual?
“Send me an email.”
→ Sure thing. What's the biggest thing you'd want it to cover: workflow, email or team capacity?
Competitors worth knowing
Canopy, TaxDome, Financial Cents, Jetpack Workflow
Interview tips for this company
- Learn accounting calendar basics: tax deadlines and busy season (roughly January to April) shape when firms will talk to you.
- Be ready to explain why accountants care about 'practice management' versus plain accounting software like QuickBooks.
Written from public information about Karbon to help you practice. Ask an insider what their role play looked like; it's the best prep there is.