For BDRs and SDRs
Heldly for BDRs and SDRs
The cold reply lands at 4:47pm. By 4:48 the AE's calendar has a tentative on it.
Friday 4:47 PM
The cold reply finally lands.
Sara at Acme says yes — "some afternoon this week, I guess?" Your AE Daniel signed off at 4:30. Calendly's stale. The momentum's about to leak.
Friday 4:48 PM
You book on Daniel's calendar.
Paste the reply, name the AE. Claude reads who Sara is, what she opened with, which AE owns it.
Friday 4:48 PM
Claude drafts the title and agenda.
Pulled from Sara's reply. Title, agenda, duration. Confirm or tweak before Daniel sees the heads-up.
Friday 4:48 PM
Three holds on Daniel's calendar.
Tentatives appear on Daniel's calendar — not yours. He'll see them Monday morning with a heads-up email already in his inbox.
Monday 9:04 AM
Sara picks Tuesday.
Picker email sat in her weekend inbox. Monday morning, coffee in hand, one tap. The follow-up that almost died at 4:47 PM Friday is now a real meeting.
Monday 9:04 AM
Daniel's calendar has a meeting.
He sees "Sara at Acme — Discovery" pop into his calendar before he's even opened Salesforce. You're already three replies into your Monday queue.
Re: your Tuesday note
Hey — your last email caught me at a good moment.
We're looking at our scheduling stack in Q3 and would be open to a quick conversation. Probably 20-30 minutes? Some afternoon this week, I guess?
[Sara's reply] Book this with my AE Daniel — daniel@ourcompany.com.
Reading the email. Daniel is co-hosting. He'll get a heads-up so the invite isn't a surprise.
Title
Acme × Heldly — discovery
Agenda
Initial discovery with Sara at Acme. She mentioned a Q3 scheduling stack review. 30 minutes with Daniel.
Pick a time for your meeting
Discovery · 30 minutes with Daniel
Re: your Tuesday note
Hey — your last email caught me at a good moment.
We're looking at our scheduling stack in Q3 and would be open to a quick conversation. Probably 20-30 minutes? Some afternoon this week, I guess?
Friday 4:47 PM
Step 01
The cold reply finally lands.
Sara at Acme says yes — "some afternoon this week, I guess?" Your AE Daniel signed off at 4:30. Calendly's stale. The momentum's about to leak.
[Sara's reply] Book this with my AE Daniel — daniel@ourcompany.com.
Reading the email. Daniel is co-hosting. He'll get a heads-up so the invite isn't a surprise.
Friday 4:48 PM
Step 02
You book on Daniel's calendar.
Paste the reply, name the AE. Claude reads who Sara is, what she opened with, which AE owns it.
Title
Acme × Heldly — discovery
Agenda
Initial discovery with Sara at Acme. She mentioned a Q3 scheduling stack review. 30 minutes with Daniel.
Friday 4:48 PM
Step 03
Claude drafts the title and agenda.
Pulled from Sara's reply. Title, agenda, duration. Confirm or tweak before Daniel sees the heads-up.
Friday 4:48 PM
Step 04
Three holds on Daniel's calendar.
Tentatives appear on Daniel's calendar — not yours. He'll see them Monday morning with a heads-up email already in his inbox.
Pick a time for your meeting
Discovery · 30 minutes with Daniel
Monday 9:04 AM
Step 05
Sara picks Tuesday.
Picker email sat in her weekend inbox. Monday morning, coffee in hand, one tap. The follow-up that almost died at 4:47 PM Friday is now a real meeting.
Monday 9:04 AM
Step 06
Daniel's calendar has a meeting.
He sees "Sara at Acme — Discovery" pop into his calendar before he's even opened Salesforce. You're already three replies into your Monday queue.
Reply at 4:47, hold by 4:48, booked by Monday. The momentum never bled.
The rest of the week
“Three picker emails today — Sara, Maya, Jules. All 30-min discoveries with Daniel.”
Three separate meetings, three pickers out, three heads-up emails to Daniel. One turn.
“What's still open from last week?”
Three meetings waiting on the invitee. Maya's might be in spam — want me to resend?
“Set up a 15-min qualification with Felix at Nordics Co for me, not Daniel.”
Solo this time, no co-host. Three times on your calendar for the next two days.
“Sara just no-showed. Reschedule for next week.”
Picker re-issued. Three new Tuesday and Wednesday slots on Daniel's calendar. Old URL still works.
See it in action
Real transcripts of the conversations from this playbook.
Book on someone else's calendar
The BDR asks Claude to schedule on the AE's calendar. The AE gets a heads-up email so the invite isn't a surprise.
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.
Resend without double-up
Claude checks first. If the picker is still unopened, it resends to the same link. No new URL, no duplicate hold on anyone's calendar.
Ask “did Sara pick yet?”
No app to open. Claude tells you which meeting, what state it's in, and what expires when.
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
- Account ExecutivesThe champion forwards you to procurement. You ask Claude to add them to the next call. Done in one turn.→
- 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.→