Co-founder, Fellow Robots
Marco uses Hugo to manage his Strategic Partners, Potential Customers and Investor segments.
For Investors, he’s customized Hugo to prompt him and his co-founder to capture Agenda, Meeting Notes, Next Steps and Files Shared after each meeting with these contacts.
Each time he develops a new strategic contact, he adds them to one of these segments so that the same workflow applies to them too.
Keep your team on the same page
Hugo enables lightweight reporting processes, customized for each segment of your team's network. This ensures your team can stay on the same page as relationships evolve.
Access the latest data on every relationship
See the history of strategic relationships over time and across team members. Whether you were in the meeting or not, leverage Hugo as the source of truth.
Discover opportunities in your team's network
Gain visibility into your team's combined networks and empower colleagues to uncover high value opportunities.
CEO, OAK Labs
Healey manages his Referrers and Press Contacts using Hugo.
For Referrers, he’s customized Hugo to prompt him and his Head of Partnerships to record Partnership Mission, Learnings, Decisions made and Next Steps after each meeting with a contact in this segment.