Easter eggs to book at the start of winter, advent calendars at the end of summer, sweets for Halloween, counter display units for the café. Ugo helps you keep on top of campaigns, customers and whatever’s left after the season.
Confectionery sales reps live through a year marked by the seasons. Chocolate, pralines, sweets, gum, biscuits and snacks sell all year round, but Christmas, Easter, Valentine’s Day and Halloween are campaigns in their own right, with bookings to close months ahead. Ugo is an AI assistant on WhatsApp that helps you keep every campaign under control, customer by customer, from the first pitch to the last delivery.
Your customers are many and small, as well as a few big ones. Cafés, newsagents, convenience stores, card shops and vending operators buy by the case and want the counter display unit. Supermarkets and confectionery wholesalers think in planograms and volumes. Then there’s the heat: in summer chocolate travels badly and many shops take it off the shelf. And after every season comes the most awkward question: what do we do with the unsold stock?
With Ugo you track seasonal bookings on a board, find new outlets in the area, create display unit proposals from your template and find return emails in a moment. You can also ask him every Monday morning who’s still missing for the next season. Before he changes or sends anything he shows you what he’ll do and waits for your “Confirm”.
Every season is a campaign, and every campaign has its deadlines.
Easter eggs are booked in the depths of winter, Christmas lines at the end of summer. You have to speak to dozens of customers in a few weeks and remember who’s confirmed, who’s thinking about it and who needs a call back.
After Easter or Halloween customers ask for returns, discounts or stock swaps. Every principal has its own rules, and the requests all arrive at once, by email and in person.
Cafés, newsagents and vending operators are everywhere and change hands often. Finding the new ones in an area and remembering what each one displays takes organisation.
The counter display unit sells, but it has to be offered with clear terms: assortment, minimum quantity, duration. Rewriting the same proposal for every customer is time wasted.
From the Easter campaign to the newsagent’s display unit.
Every customer to contact is an item on the “Easter” board. Ugo tells you who’s still to call, changes the status when a customer confirms and writes the update with quantities.
Skills used
Easter campaign: who do I still need to speak to?
On the “Easter 2027” board you have 7 customers with status “To contact”, including: • Station Café, Brighton • Seafront News, Hove • Paper Trail Cards & Gifts, Worthing Three are past their target date.
Station Café has confirmed: 2 display units of 200 g eggs and 1 of mini eggs
Here’s what I’ll do on monday.com: • “Station Café”: status from “To contact” to “Confirmed” • Update: “2 display units 200 g eggs, 1 display unit mini eggs” Confirm?
Want to open up a new patch? Ask Ugo for the newsagents or cafés in a neighbourhood: he gives you up to ten results per search with address, phone and ratings, to visit on your next round.
Skills used
Newsagents in Eastbourne, seafront area
Here are the newsagents I found on Eastbourne seafront: • Promenade News, Grand Parade: 4.5 ★ • Central News & Convenience, Terminus Road: 4.3 ★ • Rose’s Newsagents, Seaside Road: 4.6 ★ • Harbour News, Pevensey Road: 4.2 ★ All within a 10-minute walk of each other.
Your counter display unit proposal template is on Google Drive. Ugo creates the document for the customer by filling in the placeholders, in your proposals folder, ready to send or print.
Skills used
Prepare the sweets display unit proposal for Promenade News, mixed assortment of 120 pieces
Here’s what I’ll do: Create the document “Display unit proposal, Promenade News” from the template “Counter display unit proposal”, in the Proposals folder: • {{client}}: Promenade News, Eastbourne • {{assortment}}: mixed sweets and gum, 120 pieces • {{restock}}: every 3 weeks Confirm?
In early November the emails about unsold stock arrive. Ugo searches your Outlook inbox, sums them up customer by customer and tells you which ones you haven’t answered yet.
Skills used
Which customers have emailed me about Halloween returns?
Since the start of November, 4 emails about Halloween returns: • Sunrise Convenience: 3 cases of pumpkin sweets, asking for a return (replied) • Café Aurora: 1 display unit nearly full, asking for a stock swap (not replied) • South Coast Vending: 6 cases of lollipops (not replied) • Paper Trail Cards & Gifts: asking for a discount to clear stock (not replied)
Between cafés, newsagents and a supermarket buyer, Ugo keeps count.
Scheduled task: Ugo sends you the customers on the “Christmas” board still to contact and those running late.
At the café the owner confirms the advent calendars: one voice note and Ugo updates status and quantities on monday.com.
Meeting with a supermarket buyer: Ugo has already created the appointment and reminds you of last year’s terms, taken from the email.
A new patch: Ugo finds the neighbourhood’s newsagents and the route to visit them.
A newsagent wants the counter display unit: Ugo creates the proposal from the template on Drive.
Ugo sums up the day’s emails and flags a vending operator who’s been waiting for a reply since yesterday.
Campaigns, proposals and email: the tools that work best with Ugo.
Christmas, Easter, Halloween: one item per customer, with status and target date. Ugo tells you who’s running late, changes the status and writes updates after every call.
Display unit proposals, booking forms, campaign terms with {{client}} placeholders. Ugo creates the filled-in document in the folder you choose.
If the companies publish their seasonal ranges online, Ugo learns the pages with Company websites: formats, weights and display unit assortments, with a reference to the page.
Microsoft 365 or any IMAP inbox: Ugo searches emails about returns and bookings, replies and organises folders by campaign.
The most useful Ugo features for this job, starting with the first one to turn on. You switch them on from the portal in a few minutes.
Prepare the customer list before the campaign starts, beginning with those who bought last year, and give each one a date by which to contact them. Then track the status: to contact, waiting, confirmed. Ugo works on a monday.com board: he tells you who’s running late and updates status and quantities after every call.
Know your principal’s rules on returns, stock swaps and discounts beforehand, and explain them to the customer when they order, not afterwards. When the requests arrive, gather them all in one place. Ugo searches emails about returns, sums them up by customer and flags those without a reply.
Start from the areas where you already have customers and widen out neighbourhood by neighbourhood. With the Maps skill Ugo searches for businesses of a given type in an area and gives you up to ten results per search, with address, phone and ratings. Ugo doesn’t scrape: he uses the public information on the map.
Yes, for the organisation: buyer meetings in your diary, emails about promotions and price lists, notes in the CRM if your principal uses one. He isn’t connected to retailers’ systems, so planograms and sales data stay where they are. If they send them to you in Excel, Ugo reads them.
Each person has their own account, with their own personal skills connected to their own tools, within a single company team. Ugo only answers verified WhatsApp numbers. It costs €50 a month per person, or €550 a year, excl. VAT, with every skill included.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Connect monday.com, Drive and email: Ugo tells you who’s missing for the next season and prepares the proposals.
