For Account Managers
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.
Renewals don't slip when scheduling doesn't. You own thirty named accounts and your calendar is the truth. Heldly keeps every renewal review on the road without four-day Slack threads.
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.→