For Solutions and Sales Engineers
Sales Engineers
Discovery turned into a tech deep-dive. You ask Claude to put you on Friday's Acme demo. You're on the hold before the AE finishes typing.
You're the second name on every demo invite — and the first to feel the scheduling tax. Heldly drops you onto an AE's meeting as a co-host without re-sending the picker. Same URL, new calendar.
The rest of the demos
“Discovery turned into a tech deep-dive. Add me as co-host on Acme's Friday demo.”
You're on the hold. AE notified. Picker URL unchanged — Sara already opened it.
“Three demos this week, same agenda, different customers — me + the AE on each.”
Three meetings proposed, three pickers out, three heads-up emails to your AE.
“The Acme PoC kickoff needs me, the AE, and two of their engineers.”
Four-host hold across all four calendars. Three slots, picker out to the customer champion.
“Move the Northwind technical review to next week — I'm flying Tuesday.”
This week's hold released. Three new slots next week, AE notified, picker re-issued.
“What demos do I have in flight where the customer hasn't picked yet?”
Three. Two pickers opened, one hasn't — Bolt. Their expiration's in 24 hours.
See it in action
Real transcripts of the conversations from this playbook.
One picker, multiple CC'd attendees
Three customer-side attendees. The champion picks; the others are CC'd on the picker and added to the calendar invite once she picks.
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.
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.
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.
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.→