Playbooks
The role you take meetings for.
Heldly lives in Claude. What that looks like depends on whose calendar is on the line. Six rooms below — open the one closest to your day.
BDRs and SDRs
The cold reply lands at 4:47pm. By 4:48 the AE's calendar has a tentative on it.
Account Executives
The champion forwards you to procurement. You ask Claude to add them to the next call. Done in one turn.
Account Managers
Ninety days before renewal: ask Claude to set up the review with the VP and your SE. Three slots that work for everyone, one picker email, done.
Customer Success Managers
The customer's quarterly review needs five people. You ask Claude once. One picker email goes out.
Founders and Solo Sellers
Investor intro at 11pm. You've done fourteen things today. You ask Claude. It just happens.
Team Managers and Revenue Leaders
Monday morning. Ask Claude how the team did last week. Get the answer in your manager's language.