Christmas pre-orders to close early
Gift sets are booked months ahead, with precise quantities and deadlines. Chasing every client for confirmation, between one call and the next, is a job in itself.
Gift set pre-orders, testers to replace, displays to set up, promotional days in store. Ugo keeps track of it all: you message it or send a voice note, it searches, notes and prepares, and asks you to confirm before acting.
An app for fragrance and beauty sales reps has to keep pace with launches. Your year runs on releases: new fragrances, Mother’s Day, summer with suncare, and above all Christmas, with gift set pre-orders closing while it’s still warm outside. Every launch brings testers, window material and terms to explain to each client.
Your clients are all different. The independent perfumery wants local exclusivity and attention, the chain decides at head office, the hair salon buys colour and treatments for back-bar and retail, the beauty clinic thinks about treatment rooms and protocols, the concept store wants brands nobody else has. With each of them you speak a different language.
Ugo helps you keep hold of every piece. It can read the brands’ bulletins, the sheet where you log testers and displays, your diary and the CRM. Ask “what did I leave at Bennett’s Perfumery?” or “book the December promo day” and it answers or prepares the action, ready to confirm with one tap.
Beauty lives on seasons and visible details: an empty tester or a bare window is noticed straight away.
Gift sets are booked months ahead, with precise quantities and deadlines. Chasing every client for confirmation, between one call and the next, is a job in itself.
How many testers you left, in which shop, when they need replacing, which display comes back at the end of the promotion: if you jot it down in a hurry, you won’t find it later.
The brand’s beauty consultant, the make-up day at the perfumery, colour training at the salon: dates to agree with several people, often at the last minute.
Some brands go to only one outlet per area. Before opening a new account you need to remember who’s already nearby and what you promised.
Four typical moments, from the perfumery to the salon.
Keep a sheet on Google Drive with shops, testers and material. Ugo reads it on the spot and tells you what you left with a client, and adds new deliveries when you ask.
Skills used
What did I leave at Bennett’s Perfumery?
From the “Shop material” sheet: • 4 “Sea Breeze” EDP testers, 12 September • Skincare counter display, 3 October (to collect at the end of November) • 50 foundation samples, 3 October
Pre-orders close in a few days. Ugo messages the clients who haven’t confirmed yet from your WhatsApp Business, with wording you approve.
Skills used
Tell Sarah at Essence & Style that gift set pre-orders close on Friday
Here’s the message from your WhatsApp Business to Sarah Collins (Essence & Style): “Hi Sarah, just a reminder that Christmas gift set pre-orders close on Friday 23. Shall we catch up on quantities?” Confirm sending?
The beauty consultant is free on two days in December. Ugo checks your diary, suggests the right date and creates the appointment with the shop.
Skills used
Am I free on 4 or 5 December for the make-up day at Beauty Lab?
On the 4th you have calls until 13:00. On 5 December you’re free all day.
Then the 5th from 10 to 6
Here’s what I’ll do: Create “Make-up day – Beauty Lab” on Saturday 5 December, 10:00–18:00. Confirm?
Want to pitch the professional hair range? Ask Ugo for the hair salons in a neighbourhood: they come with address, phone, website and ratings, handy for choosing where to call.
Skills used
Hair salons in Didsbury, Manchester, with good reviews
The top 4: 1. Atelier Hair – Wilmslow Road, 4.8 ★ 2. Studio Vanessa – School Lane, 4.7 ★ 3. The Hair Room – Barlow Moor Road, 4.6 ★ 4. Gemma’s Salon – Lapwing Lane, 4.5 ★ Want to see how Atelier Hair’s website looks on a phone?
Late October, the week pre-orders close.
Monday’s scheduled task: Ugo lists the clients who haven’t replied to the pre-order email.
At the perfumery you set up the new display and log it by voice: Ugo adds the row to the material sheet.
The owner asks what’s in the gift sets: Ugo finds it in the brand’s presentation on Drive.
At the salon you book colour training for the stylists; Ugo creates the appointment after your “Confirm”.
You send the pre-order reminder to three clients from your WhatsApp Business, wording approved by you.
Ugo drafts the pre-order summary email for the principal, ready to confirm.
Practical ideas for reps working with fragrance, make-up and professional brands.
A Google Sheet or an Excel file on OneDrive with shop, material, date and collection date. Ugo reads it, adds rows and updates cells when you ask.
The brands’ PDFs and slides with the season’s new products, in the folder you choose. Ugo searches them and sums up contents, recommended retail prices and release dates.
Many perfumery and salon owners prefer WhatsApp to email. Ugo sends messages from your Business number, only after you’ve approved the wording.
With Company websites, Ugo learns the online catalogues and answers on ranges, sizes and declared fragrance notes, citing the page the information comes from.
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.
You need one log, updated straight away: shop, material, delivery date and collection date. A simple Google Sheet or Excel file is enough, as long as you actually fill it in. With Ugo you update it with a voice note as you leave the shop and check it with a question, even in front of the owner.
Start from the principal’s deadline and work backwards: client list, tailored proposal, reminder a week before, final summary. Ugo helps you find the emails from clients who’ve already replied, write reminders by email or WhatsApp Business and prepare the summary for the brand.
Yes. With hair salons and beauty clinics what counts is training, demos and frequent reorders. Ugo helps you book training days, keep notes on what each salon uses and find new salons nearby with the Maps skill.
Yes, if you connect your WhatsApp Business number. Ugo prepares the message, shows it to you and only sends it after your “Confirm”. If the client hasn’t messaged you in over 24 hours, WhatsApp requires a fixed template, and Ugo uses it: “Message from Name (Company): text”.
No. Ugo is a WhatsApp contact: you message it or send a voice note from the chat app you already use. You connect Google, Microsoft 365 and your CRM once from the portal, then you work only from WhatsApp, even in store.
Associations, bodies and official sources for the sector: external websites, independent of Ugo.
Try Ugo on your pre-orders and this week’s calls: all you need is WhatsApp.