← Process Street
Process Street role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
No-code software to turn a team's checklists and procedures into repeatable workflows for onboarding, audits and compliance.
Who you'd be calling
Operations managers, compliance leads, HR and IT managers at mid-sized companies.
Your opener
“Hi Chris, this is Alex from Process Street. I know I'm calling out of the blue. We help ops teams make sure recurring tasks like onboarding get done the same way every time. Is that on your radar?”
Problems you solve for them
- Processes live in documents and heads, so work gets done differently each time
- Missed steps cause compliance and audit headaches
- New hire onboarding and recurring tasks rely on manual follow-ups
Discovery questions to ask
- How do you keep recurring processes like onboarding or audits consistent today?
- What happens when someone skips a step?
- Where do your processes live right now: docs, spreadsheets, or someone's memory?
Objections they'll throw at you
“I'm too busy.”
→ Understood. I'll be fast. Is making processes consistent something you're working on? If so, can I grab ten minutes later this week?
“Not interested.”
→ Fair enough. Can I ask how you track whether recurring tasks like onboarding are really completed? If it works, I'll let you go.
“We already use a project management tool.”
→ Many teams do, and those are great for projects. How do you handle repeatable checklists that need approvals and audit trails? Would a quick demo be worth it?
“Send me an email.”
→ Of course. Which process is the biggest headache for you, so I send the right example? Can we check in after you've seen it?
Competitors worth knowing
Monday.com, Asana, Smartsheet
Interview tips for this company
- Try the product's free trial and build a simple onboarding checklist, so you can describe it like a user.
- Be ready to explain the difference between project management (one-off) and process management (repeatable).
Written from public information about Process Street to help you practice. Ask an insider what their role play looked like; it's the best prep there is.