All retail examples
New store opening
Keeps each store opening checklist current, chases owners on blocked items, and sends regional leadership a launch packet to approve.
The operation
For each confirmed store opening, keep a launch checklist current and prepare the regional approval packet from permits, vendor work, fixtures, POS, inventory, staffing, training, marketing, and inspections.
Built it in 6 steps. Owners clear the blocked items in Slack, regional leadership approves the opening in Slack, and Malleable handles the rest.
Starts when
Confirmed lease, store buildout, or launch date
Trigger
Build Opening Plan
Create checklist from launch date, store type, market, and required workstreams.
Asana
Creates launch tasks from market, store type, and opening date.
Collect Launch Status
Gather permit status, vendor updates, POS setup, inventory, staffing, and training.
Asana
Collects task status for permits, vendors, staffing, and training.
NetSuite
Pulls inventory and POS readiness signals for the launch.
Route Blockers
Needs input
Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.
Slack
Sends blocker requests to the responsible owners.
Refresh Launch Status
Fold resolved blockers back into the launch evidence and open-risk list.
Asana
Updates launch tasks with resolved blockers and remaining risks.
Prepare Launch Packet
Create launch packet with source links and residual risks after blockers are resolved.
Notion
Writes the launch packet after blocker evidence lands.
Approve Opening
Needs input
Ask regional leadership to approve opening after blocker evidence is updated.
Slack
Sends the opening approval request to regional leadership.
Building the store opening checklist...
Step by step
- 1Build Opening Plan: Create checklist from launch date, store type, market, and required workstreams.
- 2Collect Launch Status: Gather permit status, vendor updates, POS setup, inventory, staffing, and training.
- 3Route Blockers: Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.
- 4Refresh Launch Status: Fold resolved blockers back into the launch evidence and open-risk list.
- 5Prepare Launch Packet: Create launch packet with source links and residual risks after blockers are resolved.
- 6Approve Opening: Ask regional leadership to approve opening after blocker evidence is updated.
What the team gets
- Opening checklist stays current
- Blocked work routes to owners
- Leadership gets an evidence-backed launch packet
Apps it uses
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