For Team Managers and Revenue Leaders
Team Managers and Revenue Leaders
Monday morning. Ask Claude how the team did last week. Get the answer in your manager's language.
You don't have to log into anything to know how the team's doing. Heldly answers the questions you'd ask a BI tool — in plain English, in Claude, in seconds.
The rest of the 1:1
“How did Anna do this quarter?”
Anna led the team in volume. Her pick rate held at 81% — top of the team.
“What's our pick rate trend over the last 12 weeks?”
Holding at 71–75%. The 12-week median is 73%. No drift either direction.
“Show me time-to-pick by seller.”
Six sellers under 4 hours median. Two over 12 — Jordan and Mac. Worth a coaching note.
“Anyone with a sudden drop in volume in the last 14 days?”
Two. Mac dropped from 8/week to 2. Jordan's down 40%. Worth a check-in this week.
See it in action
Real transcripts of the conversations from this playbook.
“What did the team book last week?”
Heldly counts proposed, picked, and still-in-flight across every host in the workspace. Team admins only.
“What's our pick rate this quarter?”
Of the meetings you proposed last quarter, how many got picked? Heldly returns the funnel from proposed to opened to picked to confirmed.
“How fast are invitees picking?”
Median and p90 from picker-sent to picked across your team's recent meetings. Spot the slow-moving accounts.
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.→