Prospect lists for each sales trip
Finds new companies in the city and industry of each upcoming sales trip, ranks them against the team's fit criteria, and sends reps a fresh list by email and Teams.
The operation
Starts when
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.
Step by step
- 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.
- 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.
- 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.
What the team gets
- 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
Apps it uses
Microsoft
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