← Relay
Relay role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
An online business bank account with tools to track cash, pay bills, and manage spending and savings.
Who you'd be calling
Small business owners, founders, bookkeepers and accountants at companies with a handful of employees
Your opener
“Hi, this is Sam from Relay. I know I'm calling out of the blue. We help small business owners see where their money is going and split it into accounts for taxes, payroll and profit. Got a quick minute?”
Problems you solve for them
- Money scattered across accounts with no clear picture of cash
- Hard to give the team or bookkeeper safe access to spend
- Time wasted on manual bookkeeping and bill payments
Discovery questions to ask
- How do you keep track of your business cash today?
- Who else handles money for the business, like a bookkeeper or partner?
- What's the most annoying part of your current business bank?
Objections they'll throw at you
“I'm busy running my business right now.”
→ I get it, I'll keep it short. Can I grab five minutes on a day that works better for you?
“Not interested.”
→ No problem. Just curious, are you happy with how your current bank shows you your cash?
“I already have a business bank account.”
→ Many of our customers did too and kept it alongside Relay at first. What does your current bank not do well for you?
“Just email me something.”
→ Sure thing. What would be most useful for me to include, tracking cash, team access, or bookkeeping help?
Competitors worth knowing
Mercury, Bluevine, Novo
Interview tips for this company
- Be ready to explain in simple terms what business banking is and how it differs from a personal account.
- Use friendly, easy language: small business owners are busy and dislike jargon.
Written from public information about Relay to help you practice. Ask an insider what their role play looked like; it's the best prep there is.