For BDRs and SDRs
BDRs and SDRs
The cold reply lands at 4:47pm. By 4:48 the AE's calendar has a tentative on it.
Book the discovery, hand it to the AE, never touch a scheduling link. You talk to eighty prospects a day — the scheduling part is where energy bleeds out. Heldly puts it in Claude.
The rest of the week
“The cold reply just landed. Set a 30-min discovery with Sara at Acme on Daniel's calendar.”
Three afternoon slots held on Daniel's calendar. Picker out to Sara. Daniel notified.
“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.→