A few minutes with the owner
The owner sees you between customers. If you don’t have terms, sell-out and the last agreed promotion to hand, the call ends with “pop back another time”.
Owners with ten minutes between customers, counter staff to train, samples to hand out and promotions to launch at the right moment. Ugo organises it all on WhatsApp and asks you to confirm before acting.
An app for pharmacy skincare and dermocosmetics reps has to fit a special client: the pharmacy. The owner or manager decides, but the person who recommends the product is the assistant on the counter. So your job isn’t just selling: it’s training, leaving samples, sorting the fixture and making sure the range is recommended with conviction. The same goes for health and beauty chains and the pharmacy aisles in supermarkets.
The calendar follows the skin: suncare and after-sun to prepare at the end of winter, anti-ageing and moisturisers in autumn, hand and lip care when the cold sets in. Every season brings a promotion, a display and perhaps a day in store with the brand’s skincare consultant. Meanwhile orders go sometimes direct, sometimes through the wholesaler as a transfer order, and both need following up.
Ugo helps you hold these pieces together. Ask it when you last ran training at a pharmacy, what the principal’s email says about the suncare plan or which pharmacies there are in a town, and it answers with data from your diary, email, files and CRM. It doesn’t give dermatological advice: that stays with the pharmacist and the doctor.
The pharmacist has little time and many companies knocking. Every call has to be prepared.
The owner sees you between customers. If you don’t have terms, sell-out and the last agreed promotion to hand, the call ends with “pop back another time”.
Counter staff change shifts and sometimes pharmacies. Keeping track of who has been trained on which range, and when to do it again, is hard without a log.
Sachets, minis and trial kits are limited and should go where they pay off. You need to remember how many you left, with whom and with what result.
One pharmacy orders direct, another through the wholesaler. Following both channels, with confirmations arriving by email, takes constant attention.
From the pharmacy car park, before and after the call.
Before going in, ask Ugo for the client summary: last note, open opportunity, pending activities. You walk in knowing what you talked about last time.
Skills used
What do you know about Hillside Pharmacy?
From Odoo: • Last note (2 October): interested in the 2027 suncare kit, decides in January • Opportunity “Skincare fixture” at Proposal stage, £1,800 • Activity: counter staff training to book The contact is Martha Fletcher, the pharmacy manager.
The owner asks for staff training before the promotion. Ugo finds a gap in your diary, creates the appointment and notes the date on the pharmacy’s record in Odoo.
Skills used
Do I have a free hour on Wednesday morning for training at Hillside?
On Wednesday you’re free from 9:00 to 10:30.
Then 9 to 10, and note it in Odoo
Here’s what I’ll do: • Create “Skincare training – Hillside Pharmacy” on Wednesday 21, 9:00–10:00 • Add the note “Counter staff training booked for 21/10” in Odoo Confirm?
You leave the pharmacy and dictate the samples you left. Ugo adds the row to your Excel file on OneDrive, so at the end of the month you know where they went and how many you have left.
Skills used
🎤 Voice message (0:14)
Here’s what I’ll do in the file “Samples 2026”: Add the row: 16/10 – Abbey Pharmacy, Harrogate – 30 hydrating serum sachets, 10 mini hand creams. Confirm?
The brand has sent its autumn promotion plan with discounts and materials. Ugo sums it up and tells you what to offer each pharmacy based on the terms.
Skills used
Summarise Dermalab’s autumn promo plan
Email of 6 October: 1. Anti-ageing range: 15% off invoice on 12 units or more 2. Free counter display with the minimum order 3. Skincare consultant day available for 20 pharmacies, on request by 31/10 Would you like the list of your pharmacies with orders above the threshold?
Mid-October: autumn orders are closing and suncare is already on the horizon.
Ugo sends you the day’s diary: four pharmacies, a health and beauty store and a training session in the afternoon.
Before going in you ask for the pharmacy summary: last note, open opportunity and pending activities.
You dictate the samples you left; Ugo adds them to the log on OneDrive after your “Confirm”.
The wholesaler confirms a transfer order by email: Ugo flags it and, after your “Confirm”, moves it to the autumn folder.
Counter training for three staff; afterwards, a voice note with the questions they asked.
Ugo drafts the email to the principal with the requests for skincare consultant days, ready to confirm.
Connect to Ugo what you already use with pharmacies and principals.
An Excel file on OneDrive or a Google Sheet with pharmacy, date, samples left and staff trained. Ugo adds rows and answers on who you’ve already trained and when.
Odoo, HubSpot, Zoho or Agile CRM: Ugo reads pharmacy records, writes call notes, creates activities and updates opportunity stages after your confirmation.
With Company websites, Ugo reads the sites of the ranges you represent and tells you sizes, declared ingredients and the manufacturer’s stated directions, citing the page.
If your principal’s or your agency’s business software offers an MCP server, you can connect it with the MCP apps skill and ask Ugo for the data it exposes.
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.
Agree a quiet moment with the owner, usually mid-morning or at opening, bring short, practical material and record who attended. Repeat the training before every major promotion and when staff change. Ugo creates the appointment, reminds you of training due again and keeps the log in a file.
One that gives you the client’s history in seconds before you go in, and lets you take notes straight after. Ugo works on WhatsApp, reads your CRM, diary and files, and transcribes voice notes: so you can do the call note in the car before you drive off, in a few seconds.
No. Ugo doesn’t give medical or dermatological advice and doesn’t suggest products for a skin condition: that’s the role of the pharmacist, the dermatologist or the doctor. It can, however, find the product page on the brand’s website, citing the page, or the principal’s official material in your folder.
Log every handover with date, pharmacy, product and quantity, and at the end of the month compare it with reorders: you’ll see where samples work. With Ugo you do it by voice as you leave, and the file updates after your “Confirm”. Then you can ask “how many serum samples did I leave in October?”.
It stays in your tools: inbox, diary, Drive or OneDrive folder, CRM. Ugo has its servers and database in Frankfurt, only replies to verified WhatsApp numbers and, for files, only accesses the folder you’ve chosen. Every change happens only after your confirmation.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Connect your CRM, diary and email and try Ugo on your next round of pharmacies.