For Founders and Solo Sellers
Heldly for Founders and Solo Sellers
Investor intro at 11pm. You've done fourteen things today. You ask Claude. It just happens.
Tonight 11:14 PM
Marcus replied.
An investor you wrote to last week. "Send some times — flexible Thursday or Friday." You've done fourteen things today. This reply is warm now; it goes cold by Wednesday.
Tonight 11:15 PM
You ask Claude.
One sentence. No new tab. No "let me find time tomorrow." Claude reads your calendar and proposes three slots Marcus's window will accept.
Tonight 11:15 PM
Claude drafts the title and agenda.
A first-meeting frame. You can leave it, or change "what we're looking for" to whatever you actually want to say.
Tonight 11:15 PM
Three afternoons next week.
Tentative holds appear on your calendar — quietly, no notifications, no "send invite?" prompts. They sit there until Marcus picks one, or until Friday afternoon when they release themselves.
Tomorrow 8:41 AM
Marcus picks Thursday.
First thing in the morning, coffee in hand. He opens the picker email on his phone. One tap. No app, no signup, no calendar OAuth dance.
Tomorrow 8:41 AM
On the calendar.
The other two holds clear before your morning standup. The reply that landed at 11:14 PM is now an event with a Google Meet link. You closed the laptop last night already.
Re: catching up next week
Good to hear from you again.
Send some times — I'm flexible Thursday or Friday. Curious how things have evolved since our last chat.
Book a 30-min intro with marcus@anchor.vc — Thursday or Friday next week.
Three afternoons next week. Holds placed. Want me to send the picker now or wait until morning?
Title
Heldly × Anchor — intro
Agenda
Intro with Marcus Chen at Anchor. Brief Heldly walkthrough, current numbers, what we're looking for. 30 min.
Pick a time for your meeting
Intro call · 30 minutes with the founder
Re: catching up next week
Good to hear from you again.
Send some times — I'm flexible Thursday or Friday. Curious how things have evolved since our last chat.
Tonight 11:14 PM
Step 01
Marcus replied.
An investor you wrote to last week. "Send some times — flexible Thursday or Friday." You've done fourteen things today. This reply is warm now; it goes cold by Wednesday.
Book a 30-min intro with marcus@anchor.vc — Thursday or Friday next week.
Three afternoons next week. Holds placed. Want me to send the picker now or wait until morning?
Tonight 11:15 PM
Step 02
You ask Claude.
One sentence. No new tab. No "let me find time tomorrow." Claude reads your calendar and proposes three slots Marcus's window will accept.
Title
Heldly × Anchor — intro
Agenda
Intro with Marcus Chen at Anchor. Brief Heldly walkthrough, current numbers, what we're looking for. 30 min.
Tonight 11:15 PM
Step 03
Claude drafts the title and agenda.
A first-meeting frame. You can leave it, or change "what we're looking for" to whatever you actually want to say.
Tonight 11:15 PM
Step 04
Three afternoons next week.
Tentative holds appear on your calendar — quietly, no notifications, no "send invite?" prompts. They sit there until Marcus picks one, or until Friday afternoon when they release themselves.
Pick a time for your meeting
Intro call · 30 minutes with the founder
Tomorrow 8:41 AM
Step 05
Marcus picks Thursday.
First thing in the morning, coffee in hand. He opens the picker email on his phone. One tap. No app, no signup, no calendar OAuth dance.
Tomorrow 8:41 AM
Step 06
On the calendar.
The other two holds clear before your morning standup. The reply that landed at 11:14 PM is now an event with a Google Meet link. You closed the laptop last night already.
Eleven things in the air, one fewer by morning. The reply stayed warm.
The rest of the inbox
“Three customer intros this week — same 30-min slot, different attendees.”
Three meetings proposed, three pickers out. One sentence to me. No new tab.
“Marcus is out next week. Push to the following Tuesday.”
Three new Tuesday slots held. Picker re-issued with "moved to the following week" in the subject.
“Henrik wants 60 min instead of 30 — same week.”
Duration updated. Two new 60-min slots that work for both of you. Picker resent. Old URL still works if he clicks fast.
“Show me everything I have on the calendar for Wednesday.”
Three meetings, no gaps over 90 minutes. Block lunch — yes or no?
See it in action
Real transcripts of the conversations from this playbook.
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.
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.
“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.
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
- 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.→
- 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.→