← Procurify
Procurify role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Procurify is software that automates purchase requests, approvals, spend tracking, and bill payment for finance and procurement teams.
Who you'd be calling
Controllers, finance directors, VPs of Finance, procurement and purchasing managers, and AP managers at mid-sized companies.
Your opener
“Hi [Name], this is [Your Name] from Procurify. We help finance teams get control of company purchases before the money is spent. Do you have a minute to tell me how requests get approved at your company today?”
Problems you solve for them
- Employees buy things without approval, so spend is out of control.
- Purchase requests and invoices live in email and spreadsheets, so approvals are slow.
- The finance team can't see real-time spend against budget, so month-end close is painful.
Discovery questions to ask
- How does someone at your company request a purchase, and who has to approve it?
- How do you track spend against budget before invoices come in?
- How much time does your team spend chasing approvals, receipts, or invoices?
Objections they'll throw at you
“I'm busy right now.”
→ No problem. Could we grab 10 minutes later this week? Which day is quieter for you?
“We're not interested.”
→ Fair enough. Is it because purchasing already runs smoothly, or because it isn't a priority this year?
“We already use our ERP / accounting system for this.”
→ Many teams do, and it covers the books well. How do you handle the approvals and requests before a purchase happens?
“Send me an email.”
→ Of course. So I send the right thing, is your bigger challenge approvals, spend visibility, or invoice processing?
Competitors worth knowing
Coupa, Zip, Precoro
Interview tips for this company
- Learn the order: request, approval, purchase order, invoice, payment. It shows you understand procurement.
- This role mixes inbound leads and cold outreach, so be ready for a question about how you'd handle each differently.
Written from public information about Procurify to help you practice. Ask an insider what their role play looked like; it's the best prep there is.