MalleableMalleable
All retail examples

Lead qualification for group orders

Scores each group-order inquiry against the sales team's criteria, researches only the promising ones, and posts a short brief in Microsoft Teams for sellers to act on.

The operation

When a company submits a group-order inquiry, score its fit for our 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.
Built it in 3 steps. Malleable handles every step.

Starts when

New group-order inquiry received by webhook
Trigger

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.
Reading the company, comments, team size, and domain...

Step by step

  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

The sales team sets the criteria

The sales team itself 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.

What the team gets

  • 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

Apps it uses

  • Microsoft

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