← Zocks
Zocks role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI assistant that takes notes in client meetings and handles follow-up paperwork and CRM updates for financial advisors.
Who you'd be calling
Financial advisors, practice owners and operations leads at independent advisory firms.
Your opener
“Hi {name}, this is {you} from Zocks. I saw you'd shown some interest in how AI can cut down the admin after client meetings. Is now an okay time to chat for a minute about it?”
Problems you solve for them
- Advisors spend hours on meeting notes and follow-up admin
- CRM data often goes stale or isn't filled in
- Compliance documentation takes time away from clients
Discovery questions to ask
- How much time do you spend on notes and follow-ups after client meetings?
- How do you keep your CRM updated today?
- Have you looked at any AI tools for your practice yet?
Objections they'll throw at you
“I'm busy right now.”
→ No problem, I know you've got clients. When's a better time this week for a quick 10 minutes?
“Not interested.”
→ Understood. When you looked at us, what caught your eye, and has something changed since?
“We already use something for notes.”
→ Good to hear. Does it also update your CRM and handle follow-ups, or just the notes?
“Send me an email.”
→ Happy to. What would you most want in it: a short demo, or how it works with your CRM?
Competitors worth knowing
Jump, Zeplyn, Jamie
Interview tips for this company
- This role works leads who already showed interest. Practice a warm opener that references their earlier interest, not a cold pitch.
- Be ready to talk about persistence: following up many times without being pushy or giving up.
Written from public information about Zocks to help you practice. Ask an insider what their role play looked like; it's the best prep there is.