← Perk
Perk role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that automates business travel booking, expenses and invoice processing so finance and travel teams do less manual work.
Who you'd be calling
Finance leaders, office and travel managers and operations heads at companies of all sizes with regular business travel.
Your opener
“Hi Sam, this is Alex from Perk. I know I'm calling out of the blue. Do you have a quick minute? I work with finance and travel teams who are tired of chasing receipts and booking trips by hand, and I wanted to ask how your team handles it today.”
Problems you solve for them
- Booking and managing business trips takes too much manual effort
- Expenses and invoices pile up with receipts and approvals chased by hand
- Finance has little visibility into travel spend and policy compliance
Discovery questions to ask
- How do employees book business travel right now?
- Who chases receipts and approvals when expenses come in?
- How easily can you see what the company spends on travel each month?
Objections they'll throw at you
“I'm busy right now.”
→ No problem, I'll keep it short. I only want to know how you manage travel booking today. Could I call back tomorrow for five minutes?
“We're not interested.”
→ Understood. Many teams say that until they total the hours spent on expense reports. How much time does your team spend on that each month?
“We already use a travel or expense tool.”
→ Good, so you already see the value in tidying this up. What do you like about it, and what still takes manual work?
“Just send me an email.”
→ Sure thing. To keep it relevant, is your biggest headache booking trips, expenses, or tracking spend?
Competitors worth knowing
Navan, SAP Concur
Interview tips for this company
- Know that the company was formerly called TravelPerk and now covers spend, expenses and invoices too. Show you've noticed.
- Practice a short pitch aimed at finance, and a different one aimed at an office or travel manager.
Written from public information about Perk to help you practice. Ask an insider what their role play looked like; it's the best prep there is.