For Partnerships and Biz Dev
Partnerships and Biz Dev
The partner forwards you to their AE. You ask Claude to find a time across all three companies. Done in one turn.
Every partner meeting is three calendars across two companies. Heldly intersects all of them in one ask — no four-day Slack thread, no spreadsheets.
The rest of the partners
“Set up the intro between Stripe's AE Tarek and our AE Lisa — 30 min next week.”
Three slots that work for both. Picker out to Tarek. Lisa CC'd and on the hold.
“Schedule the quarterly partner sync with Anthropic — both teams, both sides.”
Three slots across both calendars. Champion on their side picks; the rest CC'd on confirm.
“Felix at Stripe wants a roadmap call. Loop in our PM Kim and our CTO.”
Both Kim and your CTO's calendars intersected. Three afternoon slots, picker sent to Felix.
“What partner meetings do I have in flight?”
Four. Two confirmed, two waiting. One picker hasn't opened in 4 days — worth a nudge.
“Push the Notion sync back two weeks — their head of partnerships is on PTO.”
Holds released. Three slots two weeks out across both calendars. Picker re-issued.
See it in action
Real transcripts of the conversations from this playbook.
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.
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.
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.
“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.→
- 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.→