For Account Executives
Heldly for Account Executives
The champion forwards you to procurement. You ask Claude to add them to the next call. Done in one turn.
Friday 4:47 PM
Sara forwards you to procurement.
Marcus wants pricing. Diana needs to vet terms. Today this is a thirty-minute project across Calendly, Slack, and your champion's inbox.
Friday 4:47 PM
You paste it to Claude.
One line under the forwarded thread: set up the call. Claude reads it — the people, the topic, the duration.
Friday 4:47 PM
Claude drafts the title and agenda.
From the forwarded thread it pulled the people, the topic, the duration. You confirm — or change anything before it goes out.
Friday 4:48 PM
Three afternoons next week.
Heldly reads your calendar, places tentative holds on the same three slots. They sit there quietly until Sara picks — or until Tuesday evening, when they release themselves.
Monday 9:12 AM
Sara picks Tuesday.
Picker email lands in her inbox over the weekend. She taps a card on her phone in the elevator. Marcus and Diana don't need to install anything.
Monday 9:12 AM
Procurement is in the room.
The two unpicked holds clear from your calendar in the same request. Marcus and Diana get the Google invite. The deal moved on Friday at 4:48.
Re: pricing call next week
Hi —
Looping these two in for the next call. Marcus wants to see pricing; Diana needs to vet contract terms. Let's do 45 min next week if you can swing it?
[forwarded thread] Set up the call — 45 min next week.
Reading the thread. Marcus and Diana on the picker. Holding three afternoons.
Title
Acme × Heldly — pricing walkthrough
Agenda
Pricing walkthrough with Marcus; contract terms with Diana; Sara hosting. 45 minutes.
Pick a time for your meeting
Pricing walkthrough · 45 minutes with Anna
Re: pricing call next week
Hi —
Looping these two in for the next call. Marcus wants to see pricing; Diana needs to vet contract terms. Let's do 45 min next week if you can swing it?
Friday 4:47 PM
Step 01
Sara forwards you to procurement.
Marcus wants pricing. Diana needs to vet terms. Today this is a thirty-minute project across Calendly, Slack, and your champion's inbox.
[forwarded thread] Set up the call — 45 min next week.
Reading the thread. Marcus and Diana on the picker. Holding three afternoons.
Friday 4:47 PM
Step 02
You paste it to Claude.
One line under the forwarded thread: set up the call. Claude reads it — the people, the topic, the duration.
Title
Acme × Heldly — pricing walkthrough
Agenda
Pricing walkthrough with Marcus; contract terms with Diana; Sara hosting. 45 minutes.
Friday 4:47 PM
Step 03
Claude drafts the title and agenda.
From the forwarded thread it pulled the people, the topic, the duration. You confirm — or change anything before it goes out.
Friday 4:48 PM
Step 04
Three afternoons next week.
Heldly reads your calendar, places tentative holds on the same three slots. They sit there quietly until Sara picks — or until Tuesday evening, when they release themselves.
Pick a time for your meeting
Pricing walkthrough · 45 minutes with Anna
Monday 9:12 AM
Step 05
Sara picks Tuesday.
Picker email lands in her inbox over the weekend. She taps a card on her phone in the elevator. Marcus and Diana don't need to install anything.
Monday 9:12 AM
Step 06
Procurement is in the room.
The two unpicked holds clear from your calendar in the same request. Marcus and Diana get the Google invite. The deal moved on Friday at 4:48.
Procurement on the call. You moved the deal before you closed the laptop.
The rest of the week
“Book a 45-min demo with Sara at Acme next week, Wed–Fri afternoons.”
Three slots, picker on its way. Sara gets the email; you go back to writing.
“Loop in our CRO Lisa for the Acme exec sync — find a time that works for everyone.”
Three times both your calendars take. Lisa gets a heads-up email before the invite lands.
“Sara wants Tuesday now instead of Friday.”
Friday released. Three new Tuesday afternoons held, picker re-issued. Same URL — old email still works.
“Which of my in-flight deals haven't picked yet?”
Four. Two of them I'd ping today — one picker hasn't opened in five days; another expires in 19 hours.
See it in action
Real transcripts of the conversations from this playbook.
Book a meeting in one sentence
Heldly checks your calendar, holds three afternoon slots, emails Sara a one-click picker. Same shape for discovery, follow-up, QBR — anything.
One picker, multiple CC'd attendees
Three customer-side attendees. The champion picks; the others are CC'd on the picker and added to the calendar invite once she picks.
Intersect two calendars in one ask
Loop in your CRO. Heldly intersects both calendars, holds three times that work for both, emails the customer-side champion.
Move a meeting without breaking the picker link
Sara wants Tuesday instead of Friday. Heldly deletes the booked event, holds three new slots, emails a 'moved to...' picker. Same URL keeps working.
Try it
Free forever — 5 meetings/month. No card. Connect Google Calendar, paste the connector URL into Claude, and ask for your first meeting.
Other playbooks
- BDRs and SDRsThe cold reply lands at 4:47pm. By 4:48 the AE's calendar has a tentative on it.→
- Account ManagersNinety 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 ManagersThe customer's quarterly review needs five people. You ask Claude once. One picker email goes out.→