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How it worksPricing
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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.

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  • Account Executives

    The champion forwards you to procurement. You ask Claude to add them to the next call. Done in one turn.

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  • 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.

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  • Customer Success Managers

    The customer's quarterly review needs five people. You ask Claude once. One picker email goes out.

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  • Founders and Solo Sellers

    Investor intro at 11pm. You've done fourteen things today. You ask Claude. It just happens.

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  • Team Managers and Revenue Leaders

    Monday morning. Ask Claude how the team did last week. Get the answer in your manager's language.

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  • Sales Engineers

    Discovery turned into a tech deep-dive. You ask Claude to put you on Friday's Acme demo. You're on the hold before the AE finishes typing.

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  • Partnerships and Biz Dev

    The partner forwards you to their AE. You ask Claude to find a time across all three companies. Done in one turn.

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  • Recruiters and Talent

    The candidate replied at midnight. By morning the hiring manager has a tentative on their calendar.

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  • Investor Relations

    Sequoia partner emails Friday afternoon. By evening she has three times to pick from — and your co-founder is on the hold.

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