← Levitate
Levitate role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that helps financial advisors stay in touch with clients and prospects through email, content and simple reminders.
Who you'd be calling
Independent financial advisors, wealth managers and small advisory firm owners, plus their marketing or operations staff.
Your opener
“Hi Chris, this is Alex from Levitate. I work with financial advisors who want to stay in touch with clients without spending hours on it. Do you have a minute to tell me how you handle that now?”
Problems you solve for them
- Advisors are too busy to keep in regular touch with clients
- Clients quietly drift away or never hear from them
- Writing personal-feeling emails and content takes time
- Referrals dry up when relationships go cold
Discovery questions to ask
- How do you keep in touch with clients between meetings today?
- Where do most of your new clients come from, and how do you keep the relationship going?
- How much time each week goes to client emails or marketing?
Objections they'll throw at you
“I'm busy right now.”
→ Makes sense, advisors are always busy. That's actually why I'm calling. Can I call you back at a time that works better, maybe tomorrow morning?
“We're not interested.”
→ No worries. Out of curiosity, how do you currently stay in touch with clients? If it's handled, I'll let you go.
“We already use something for this.”
→ Great, then you value it. Is it your CRM, or something separate? I'm curious how well it handles the personal touches.
“Just send me an email.”
→ Sure. What would be most useful to see, ideas for client emails or a way to save time?
Competitors worth knowing
Hearsay Systems
Interview tips for this company
- Advisors are small business owners with little time, so practice short, respectful openers and getting to the point fast.
- Understand why client relationships and referrals matter so much in financial advice, and be ready to explain it simply.
Written from public information about Levitate to help you practice. Ask an insider what their role play looked like; it's the best prep there is.