For Customer Success Managers
Customer Success Managers
The customer's quarterly review needs five people. You ask Claude once. One picker email goes out.
QBRs and kickoffs shouldn't take four days of back-and-forth. You're onboarding, doing QBRs, fighting churn — the scheduling shouldn't be the bottleneck. Heldly makes the five-stakeholder call as easy as the one-on-one.
The rest of the book
“Three onboardings this week — same 45-min agenda, just swap the sponsor email.”
Three meetings proposed, three pickers sent, three sets of holds. One sentence to me.
“Move the Acme QBR back a week — sponsor's traveling.”
Three new slots seven days later on your calendar. All five attendees notified. Picker resent.
“Who hasn't had a QBR in the last quarter?”
Six accounts. Three I'd kick off this week — sponsor changes in two of them.
“Cancel the Northwind kickoff — they pushed implementation by a month.”
Cancelled. All five attendees notified with the reason. Holds released.
See it in action
Real transcripts of the conversations from this playbook.
Schedule a QBR with the customer team
Three customer-side stakeholders attend. The champion picks; everyone else lands on the calendar invite.
Schedule a renewal review
Q3 renewal with the champion. Heldly holds three slots next week, sends the picker, confirms on pick.
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.
Cancel — Heldly clears every host's calendar
Tell Claude to cancel. Heldly emails the invitee and deletes every tentative across every host's calendar in one shot. No tabs to open.
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.→