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Retail

Event-driven outbound prospecting

Malleable turns an event calendar into an outbound plan: it targets the right local market before each trip, keeps national prospecting moving between events, applies the team's account judgment, and remembers which leads it has already suggested.

Malleable Workflow
Make each sales trip more productive. Each week, target the next event's industry and metro area, find fresh local companies, and rank them against our account-fit criteria. If no event is approaching, search nationally. Exclude prior suggestions, then email and Teams the ranked leads.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Weekly scheduled check

Check Upcoming Events

Select the next unprocessed event inside the planning window and use its industry and metro area, or fall back to a national search.

Discover & Score Leads

Research real companies matching the event-derived market, exclude previously suggested accounts, and rank them using the sales team's fit criteria.

Deliver Lead List

Send the full ranked lead list to the sales team by email and Microsoft Teams.

Microsoft
Delivers the full ranked lead list directly to each requester or scheduled recipient.
Complete
Checking whether an upcoming event should target this week's search...
How It Works
  1. 1Check Upcoming Events: Select the next unprocessed event inside the planning window and use its industry and metro area, or fall back to a national search.
  2. 2Discover & Score Leads: Research real companies matching the event-derived market, exclude previously suggested accounts, and rank them using the sales team's fit criteria.
  3. 3Deliver Lead List: Send the full ranked lead list to the sales team by email and Microsoft Teams.

Why This Works Better with Malleable

The goal drives each search

The same operation can prepare a rep for a specific event or widen into a national search when no trip is approaching, without maintaining separate automations.

Memory keeps the pipeline fresh

Malleable remembers processed events and previously suggested companies so recurring runs move prospecting forward instead of recycling yesterday's list.

Results

  • Reps arrive at industry events with focused local prospects
  • Weeks between events still produce useful national leads
  • Every run surfaces fresh accounts instead of repeats

Integrations

Microsoft

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