← SimplePractice
SimplePractice role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
All-in-one software for therapists to handle scheduling, notes, billing, insurance claims and telehealth.
Who you'd be calling
Solo and small-group therapists, counselors, psychologists and other private practice clinicians
Your opener
“Hi, is this Dr. Lee? This is Chris from SimplePractice. I'll be quick since I know you're probably between sessions. Many therapists tell us admin work eats their evenings. Is that something you deal with?”
Problems you solve for them
- Too much unpaid admin work outside of sessions
- Billing and insurance claims are confusing and slow
- Juggling separate tools for notes, scheduling and video
- Missed appointments and chasing payments
Discovery questions to ask
- What tools do you use today for scheduling, notes and billing?
- How many hours a week do you spend on paperwork and insurance?
- What's the most frustrating part of running your practice?
Objections they'll throw at you
“I'm in session or very busy.”
→ Sorry to catch you at a bad time. When's a better time for a quick two-minute call this week?
“Not interested.”
→ No problem. Is it that your current setup works well, or that switching tools sounds like too much work?
“I already use another system.”
→ That's common. What do you like about it, and is there anything you wish it did better?
“Send me an email.”
→ Happy to. What's the one thing that would make your admin life easier, so I point you to the right feature?
Competitors worth knowing
TherapyNotes, TheraNest, Jane App
Interview tips for this company
- Remember you're calling a clinician, not a business buyer. Be respectful of their time and sound like a helper, not a pitch.
- Learn simple terms like private practice, EHR, notes and insurance billing so you sound credible.
Written from public information about SimplePractice to help you practice. Ask an insider what their role play looked like; it's the best prep there is.