← Monk
Monk role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI software that automates invoicing follow-up, collections and matching payments, so companies get paid faster.
Who you'd be calling
Controllers, VPs of Finance, AR managers and CFOs at mid-sized B2B companies that send lots of invoices.
Your opener
“Hi Sam, this is Alex from Monk. I know I'm calling out of the blue. We help finance teams get invoices paid faster without chasing people by hand. Do you have 30 seconds to see if that's even a problem for you?”
Problems you solve for them
- Chasing late invoices by hand eats hours every month
- Cash arrives slowly, so cash flow is tight
- Matching payments to invoices and handling disputes is messy and error-prone
Discovery questions to ask
- How does your team follow up on invoices that are past due today?
- Roughly how many hours a month go into collections and matching payments?
- Which systems do your invoices and payments live in, like NetSuite, QuickBooks or Stripe?
Objections they'll throw at you
“I'm busy right now.”
→ Totally fair, I'll be quick. I only want to ask one question about how you chase late invoices. Can I grab 20 seconds, or is there a better time today or tomorrow?
“We're not interested.”
→ No problem, I wouldn't expect you to be after a cold call. Out of curiosity, is late payment just not an issue for you, or is it handled well already?
“We already use something for this.”
→ Good, that means you take collections seriously. What do you like and not like about it today, and is anything still manual?
“Just send me an email.”
→ Happy to. So I send you something useful, what matters most to you: getting paid faster or saving your team's time?
Competitors worth knowing
HighRadius, Billtrust, Tesorio, Chaser
Interview tips for this company
- Learn the simple terms: AR (money customers owe you), DSO (days it takes to get paid), cash application (matching payments to invoices).
- Practice using the numbers from their site (40%+ lower DSO, 26 hours saved a month) as claims the company makes, not as promises you make.
Written from public information about Monk to help you practice. Ask an insider what their role play looked like; it's the best prep there is.