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Retail

Lead qualification for group orders

Malleable turns each group-order inquiry into consistent sales judgment: triage obvious mismatches, progressively research promising accounts, score the opportunity against the team's criteria, and send a concise brief to Microsoft Teams.

Malleable Workflow
When a company submits a group-order inquiry, score its fit for our premium branded apparel business using the company, comments, team size, and corporate domain. Skip web research for clear mismatches; investigate promising accounts progressively. Team size may help but never disqualifies. Return a 0–100 score and a 50–100-word brief with the decisive evidence and one expansion opportunity, then post it to our Microsoft Teams group chat.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
New group-order inquiry received by webhook

Receive Intake

Capture the company, inquiry comments, team size, and corporate domain.

Evaluate Candidate

Triage obvious mismatches, research promising accounts progressively, and score fit from 0–100.

Send Result

Post a 50–100-word account brief with the decisive evidence and expansion opportunity.

Microsoft
Posts the fit score and concise account brief to the sales team's Microsoft Teams group chat.
Complete
Reading the company, comments, team size, and domain...
How It Works
  1. 1Receive Intake: Capture the company, inquiry comments, team size, and corporate domain.
  2. 2Evaluate Candidate: Triage obvious mismatches, research promising accounts progressively, and score fit from 0–100.
  3. 3Send Result: Post a 50–100-word account brief with the decisive evidence and expansion opportunity.

Why This Works Better with Malleable

Domain experts define the judgment

The sales team—not an engineer—defines what strong fit, weak fit, and expansion potential mean for its group-order business.

Research effort follows the opportunity

The evaluator can stop after a clear mismatch or continue gathering evidence for a promising account instead of forcing every lead through the same rigid sequence.

Results

  • Every inquiry receives a consistent 0–100 fit score
  • Research effort increases only when the evidence warrants it
  • Sales gets a mobile-ready account brief in Microsoft Teams

Integrations

Microsoft

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