For Account Executives
Account Executives
The champion forwards you to procurement. You ask Claude to add them to the next call. Done in one turn.
Run your pipeline from Claude, not from eleven browser tabs. Every meeting is a deal. Heldly takes the scheduling tax off every opportunity in your forecast.
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.
“The champion forwarded me to procurement. Add Jordan to the next call.”
Jordan CC'd on the picker. When Sara picks, Jordan lands on the calendar invite. No new meeting needed.
“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.→