← Overflow
Overflow role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that lets churches and nonprofits accept donations of cash, stocks and crypto, not just card gifts.
Who you'd be calling
Executive pastors, finance directors, development directors and executive directors at mid-size and large churches and nonprofits.
Your opener
“Hi Sam, this is Alex from Overflow. I know I'm calling out of the blue, but do you have 30 seconds so I can tell you why I called?”
Problems you solve for them
- Donors who hold stock or crypto can't easily give it, so big gifts never happen
- Handling stock and crypto gifts by hand is slow, confusing and risky for small finance teams
- Giving stays flat because online giving tools only handle basic card and bank gifts
Discovery questions to ask
- How do people at your church or organization give today, and how are those gifts tracked?
- Have donors ever asked about giving stock or crypto, and what did you tell them?
- Who handles those gifts when they come in, and how long does it take?
Objections they'll throw at you
“I'm busy right now.”
→ Totally fair, I'll be quick. Would it be better if I grabbed five minutes on your calendar later this week?
“We're not interested.”
→ No problem, most people I call haven't thought about it yet. Out of curiosity, has anyone ever asked you about giving stock or crypto?
“We already use a giving platform.”
→ That's great, and we're not trying to replace it for everyday gifts. Can it accept stock and crypto today, or do those donors get turned away?
“Just send me an email.”
→ Happy to. So I send something useful, what's the biggest gift type you'd like to be able to accept that you can't now?
Competitors worth knowing
The Giving Block, Endaoment, Pushpay, Tithe.ly
Interview tips for this company
- Learn the basics of how a stock gift works: donors can give appreciated shares and often skip capital gains tax. Explaining this simply shows you did homework.
- Practice speaking to church leaders warmly and respectfully, since their trust matters more than a hard sell. Know the difference between a church and a nonprofit buyer.
Written from public information about Overflow to help you practice. Ask an insider what their role play looked like; it's the best prep there is.