← North American Bancard
North American Bancard role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Payment gateway and card processing (PayTrace) that lets small and mid-sized businesses accept payments in store and online.
Who you'd be calling
Owners, finance managers and office managers at small and mid-sized businesses that take card payments, such as B2B sellers, shops and service firms.
Your opener
“Hi [Name], this is [Your Name] with North. We help small businesses take card payments more easily, online and in person. Do you have a minute to tell me how you get paid today?”
Problems you solve for them
- High or confusing card processing fees
- Slow, manual payment collection and reconciliation
- Hard to take payments both online and in person
Discovery questions to ask
- How do your customers pay you today: in store, online, over the phone?
- Do you know roughly what you pay in processing fees each month?
- How much time does your team spend matching payments to invoices?
Objections they'll throw at you
“I'm busy, I've got customers.”
→ Sorry for catching you at a bad time. I'll be fast. Is there a better time today or tomorrow for a two-minute chat?
“We're not interested.”
→ That's fine. Are you happy with what you pay now for processing, or has it been a while since you looked?
“We already have a processor.”
→ Good, you need one. When did you last compare your rates and features, and would a quick second look be worth it?
“Send me an email.”
→ Happy to. What's the best email, and should I focus on lower fees or on faster payment collection?
Competitors worth knowing
Authorize.net, Stripe, Square, Clover (Fiserv)
Interview tips for this company
- Learn the difference between a payment gateway (sends the transaction) and a processor (moves the money) in simple terms.
- Be ready to stay friendly and fast with busy small business owners, since these calls are short.
Written from public information about North American Bancard to help you practice. Ask an insider what their role play looked like; it's the best prep there is.