← Lavendo
Lavendo role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
An AI-powered spreadsheet where research agents gather, check and organize data and return answers with sources.
Who you'd be calling
Heads of research, finance, sales ops and RevOps, plus analysts and deal teams at investment firms and growth companies.
Your opener
“Hi [Name], this is [You]. I know I'm calling out of the blue. We help research and finance teams use AI to pull and check data into a spreadsheet, with sources for every answer. How does your team gather that data today?”
Problems you solve for them
- Analysts spend hours copying data from many sources into spreadsheets
- AI answers can be wrong or have no source, so people don't trust them
- Data lives in different tools like CRM, email and PitchBook
Discovery questions to ask
- How does your team collect and update research data right now?
- How many hours a week go into manual data work like enrichment or market mapping?
- If you use AI today, how do you check that its answers are right?
Objections they'll throw at you
“I'm busy.”
→ Understood, I'll keep it to 20 seconds. We cut down on manual research work. Would it be okay if I asked one quick question about how your team handles it today?
“Not interested.”
→ Fair enough. Is that because the team's research process is working well, or because AI tools haven't impressed you so far?
“We already use tools like Excel, ChatGPT or a data provider.”
→ Makes sense, many teams do. What do you do when an AI answer has no source, or when data has to move between tools? Could that be worth a quick look?
“Send me an email.”
→ Happy to. What type of research would be most useful to see an example for? Then let's put 15 minutes on the calendar to go over it.
Interview tips for this company
- The company is hiring for a client, so ask who the product is and who the typical buyer is before the interview.
- 'Cited and auditable answers' is the key idea. Be ready to explain it simply as 'every answer shows where it came from.'
- Mixed buyers means you'll call both sales ops and finance people, so practice a different opener for each.
Written from public information about Lavendo to help you practice. Ask an insider what their role play looked like; it's the best prep there is.