For Account Managers
Heldly for 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.
Tuesday 9:02 AM
Ninety days to renewal.
Salesforce flags the runway. Acme's renewal hits in twelve weeks. Catherine — the VP who signed last year — hasn't been in a room with you in 28 days.
Tuesday 9:03 AM
You ask Claude.
One sentence: set up the renewal review with Catherine and Rohan. Claude knows Rohan is your SE on the account.
Tuesday 9:03 AM
Claude drafts the title and agenda.
The renewal context shapes the agenda: usage, expansion, cadence. Tweak the framing if you want — Catherine sees what you send.
Tuesday 9:04 AM
Both calendars intersected.
Tentatives land on your calendar and Rohan's at the same three times. He gets a heads-up email so the invite isn't a surprise on Friday.
Tuesday 11:48 AM
Catherine picks Thursday.
Picker email reached her between two other meetings. One tap. Same single-use URL — no "can you re-send the link" thread.
Tuesday 11:48 AM
Review is on the runway.
The other two holds clear from both your calendars in the same request. Renewal motion started without a four-day Slack thread.
Renewal · Acme Inc.
until renewal
Last QBR
28 days ago
Owner
VP, Ops · Catherine
Set up a renewal review for Acme — Catherine (VP) + Rohan (SE). 45 min, next 2 weeks.
Holding three slots that work for you, Rohan, and Catherine. Rohan co-hosting.
Title
Acme renewal review — 90-day kickoff
Agenda
Renewal kickoff with Catherine (VP) + Rohan (SE). Review usage, surface expansion candidates, set the QBR cadence. 45 minutes.
Pick a time for your meeting
Renewal review · 45 minutes with Mei + Rohan
Renewal · Acme Inc.
until renewal
Last QBR
28 days ago
Owner
VP, Ops · Catherine
Tuesday 9:02 AM
Step 01
Ninety days to renewal.
Salesforce flags the runway. Acme's renewal hits in twelve weeks. Catherine — the VP who signed last year — hasn't been in a room with you in 28 days.
Set up a renewal review for Acme — Catherine (VP) + Rohan (SE). 45 min, next 2 weeks.
Holding three slots that work for you, Rohan, and Catherine. Rohan co-hosting.
Tuesday 9:03 AM
Step 02
You ask Claude.
One sentence: set up the renewal review with Catherine and Rohan. Claude knows Rohan is your SE on the account.
Title
Acme renewal review — 90-day kickoff
Agenda
Renewal kickoff with Catherine (VP) + Rohan (SE). Review usage, surface expansion candidates, set the QBR cadence. 45 minutes.
Tuesday 9:03 AM
Step 03
Claude drafts the title and agenda.
The renewal context shapes the agenda: usage, expansion, cadence. Tweak the framing if you want — Catherine sees what you send.
Tuesday 9:04 AM
Step 04
Both calendars intersected.
Tentatives land on your calendar and Rohan's at the same three times. He gets a heads-up email so the invite isn't a surprise on Friday.
Pick a time for your meeting
Renewal review · 45 minutes with Mei + Rohan
Tuesday 11:48 AM
Step 05
Catherine picks Thursday.
Picker email reached her between two other meetings. One tap. Same single-use URL — no "can you re-send the link" thread.
Tuesday 11:48 AM
Step 06
Review is on the runway.
The other two holds clear from both your calendars in the same request. Renewal motion started without a four-day Slack thread.
Renewal kickoff on the calendar before your coffee was cold.
The rest of the quarter
“Schedule the QBR for Northwind — Tarek (sponsor) and Anika, his ops lead.”
Two-host hold across your calendar and Anika's. Three Wednesday slots, picker on its way.
“Catherine wants Friday afternoon instead of Thursday.”
Thursday released, three new Friday afternoons held. Rohan re-notified. Picker re-issued.
“What renewals do I have coming up in the next 60 days?”
Five accounts. Three haven't had a QBR in 30+ days — I'd start with Bolt.
“Set up the kickoff for Bolt's expansion — Maya + her director Felix.”
Holds across both calendars. Maya gets the picker; Felix is CC'd and attached on confirm.
See it in action
Real transcripts of the conversations from this playbook.
Schedule a renewal review
Q3 renewal with the champion. Heldly holds three slots next week, sends the picker, confirms on pick.
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.
“What did I book this week?”
Seven-day sweep across every meeting — confirmed, in flight, expired. Useful for a Friday status update or a Monday standup.
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 ExecutivesThe champion forwards you to procurement. You ask Claude to add them to the next call. Done in one turn.→
- Customer Success ManagersThe customer's quarterly review needs five people. You ask Claude once. One picker email goes out.→