← Nextiva
Nextiva role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Cloud business phone and customer service software that puts calls, chat and customer conversations in one place.
Who you'd be calling
Owners, office managers and IT or operations leads at small and mid-sized businesses; customer service managers
Your opener
“Hi Taylor, this is Alex from Nextiva. We help small and mid-sized businesses handle calls and customer chats in one place, and I wanted to ask how you're managing that today. Do you have a minute?”
Problems you solve for them
- Customers reach the business through many channels that aren't tracked in one place
- Old or patchwork phone systems are costly and hard to manage
- Teams lack a single view of customer conversations
Discovery questions to ask
- How do customers usually reach your team: phone, email, chat?
- What system handles your business calls today?
- What happens when a customer contacts you on a channel and then switches to another?
Objections they'll throw at you
“I'm busy right now.”
→ Of course, I'll be brief. When would be a better time for a quick five-minute chat?
“Not interested.”
→ No worries. Just curious, is it easy for your team to keep track of customer calls and messages today?
“We already use something for this.”
→ Makes sense. What do you like and dislike about it, and would you be open to seeing how a single platform compares?
“Just send me an email.”
→ Happy to. What's the biggest customer-contact challenge you'd want me to address in it?
Competitors worth knowing
RingCentral, Vonage, 8x8, Ooma
Interview tips for this company
- Read how Nextiva describes 'customer experience' on its site and use that phrase naturally, since it's their main message.
- Prepare a simple example of a customer calling, then emailing, and why one shared view helps.
Written from public information about Nextiva to help you practice. Ask an insider what their role play looked like; it's the best prep there is.