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Cabeau Cabeau Hub Guide

All workflows

The feature pages under each role show what every screen does. These workflow guides follow one task from start to finish, across whichever screens it needs.

Finding and winning new accounts

Section titled “Finding and winning new accounts”
GuideFor
Finding new accounts with lead genBusiness Development, VP
How new leads arrive, and how duplicates are caughtBusiness Development, VP
Where your new leads show up each morningBusiness Development, VP
Sending a personalised first emailBusiness Development

Following up

Section titled “Following up”
GuideFor
Setting up a follow-up sequenceAccount Managers, VP
Following up when a customer has not repliedBusiness Development, Account Managers
Customer emails in the HubAccount Managers, Business Development
Reminders, escalation and response timesEveryone

Keeping accounts ordering

Section titled “Keeping accounts ordering”
GuideFor
Reorder alerts: knowing when a customer is dueAccount Managers, VP
Reorder nudges until an order arrivesAccount Managers
Order cadence and unusual orders on an accountAccount Managers, VP
Checking inventory by warehouseEveryone

Planning and running the day

Section titled “Planning and running the day”
GuideFor
How forecasting works in the HubEveryone
Meeting notes: from the note-taker to tasksEveryone
Your task list, and what the VP seesEveryone
The VP’s daily view of the teamVP