← Persona
Persona role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
A platform that checks whether a person is who they say they are when signing up online.
Who you'd be calling
Heads of Risk, Fraud, Trust & Safety, Compliance, and Product at fintechs, marketplaces, and online businesses.
Your opener
“Hi [Name], this is [You] from Persona. We help online companies verify real customers quickly while keeping fake accounts out. Is fraud at sign-up something on your radar right now?”
Problems you solve for them
- Fake or stolen identities sneak through sign-up and lead to fraud losses
- Manual ID checks are slow and make good customers give up and leave
- Compliance rules (KYC/AML) require proof of who your customers are
- Building identity checks in-house takes engineering time
Discovery questions to ask
- How do you verify new users today when they sign up?
- What happens to people who fail verification, and how many of them are real customers?
- How much time does your team spend on manual reviews?
Objections they'll throw at you
“I'm busy right now.”
→ No problem, I'll keep it short. I'm calling about sign-up fraud and verification drop-off. Can I grab 10 minutes later this week instead?
“We're not interested.”
→ That's fair. Can I ask if you're already happy with how many good customers get through verification without trouble?
“We already use something for ID checks.”
→ Makes sense, lots of teams do. Many of them still tell us they see too many false rejections or manual reviews. How is your current tool doing on that?
“Just send me an email.”
→ Sure thing. So I send something relevant, are you more worried about fraud, compliance, or conversion at sign-up? Then I'll follow up with a short note and a time to chat.
Competitors worth knowing
Jumio, Onfido, Socure, Alloy
Interview tips for this company
- Know the difference between KYC (know your customer), fraud, and compliance, and how each links to identity checks.
- Try the product's free tier or demo videos if you can, so you can mention the real experience in the role play.
Written from public information about Persona to help you practice. Ask an insider what their role play looked like; it's the best prep there is.