← Merge
Merge role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A single API that lets software companies connect to their customers' apps, and lets AI agents use company data and tools.
Who you'd be calling
VPs of Engineering, Product Managers, CTOs and AI team leads at B2B SaaS companies.
Your opener
“Hi [Name], this is [Your Name] from Merge. I know I caught you cold. We help software teams ship customer integrations without building each one by hand. Is integrations something your engineers spend time on?”
Problems you solve for them
- Building and maintaining integrations one by one eats engineering time
- Customers ask for integrations that block deals
- AI agents need safe, reliable access to company data and tools
Discovery questions to ask
- How many integrations do you support today, and how many do customers still ask for?
- How much engineering time goes to building and fixing them?
- Are you building AI features that need to pull data from your customers' tools?
Objections they'll throw at you
“I'm busy right now.”
→ Understood. Could I send a 2-line note and call you Thursday for five minutes instead?
“We're not interested.”
→ No worries. Is that because integrations are already handled, or because they're not a priority this year?
“We already built our integrations in-house.”
→ A lot of teams start that way. How much of your team's time goes into keeping them running as the other apps change?
“Just send me an email.”
→ Will do. Who on your team would be the right person to see it, you or an engineering lead?
Competitors worth knowing
Nango, Paragon, Apideck, Finch
Interview tips for this company
- Learn what an API is and what an integration is, and explain them to a non-technical friend.
- You'll often call a technical leader, so keep your opener under 20 seconds and ask about their pain.
Written from public information about Merge to help you practice. Ask an insider what their role play looked like; it's the best prep there is.