Portugal Retail Readiness Review

Form field to tool mappingMapeamento de campos por ferramenta

Fit rules used by sales and the promptRegras de fit usadas por vendas e pelo prompt

• High: already sells in Portugal, digital/ecommerce presence, active or near‑term retail intent, challenge matches the review.já vende em Portugal, presença digital/ecommerce, intenção de retalho ativa ou próxima, desafio alinhado com a review.
• Medium: partly aligned profile; expansion still exploratory.perfil parcialmente alinhado; expansão ainda exploratória.
• Low: not selling in Portugal and no plan; no retail intent; request outside the offer.não vende em Portugal nem tem plano; sem intenção de retalho; pedido fora da oferta.

Fit vs priorityFit vs prioridade

• Fit = how well the lead matches the target profile.quão bem o lead corresponde ao perfil-alvo.
• PriorityPrioridade = how urgent the follow-up is: High if fit is High or Medium AND retail plans = “Actively planning”; Medium if fit is High/Medium and plans = “Exploring”; Low if there are no plans or fit is Low.quão urgente é o follow-up: High se o fit for High ou Medium E planos de retalho = “A planear ativamente”; Medium se o fit for High/Medium e planos = “A explorar”; Low se não houver planos ou o fit for Low.
• Segment: “DE brand → PT retail” | “PT brand” | “Other”.

The prompt (sent in English)O prompt (enviado em inglês)

You are supporting a B2B sales team at Kestrel Studio.
Your task is to summarise and classify a lead who requested a Portugal Retail Readiness Review.
Use only the information provided. Do not invent facts.

Evaluate the lead against this target profile:
- wellness or supplement brand
- already selling in Portugal, ideally through direct ecommerce
- considering or actively pursuing Portuguese retail expansion
- challenge related to B2B localisation, retailer acquisition, website journey or lead follow-up

Return:
1. A concise summary in 1-2 sentences.
2. Segment: "DE brand → PT retail", "PT brand" or "Other".
3. Fit: High, Medium or Low.
4. Priority: High, Medium or Low.
5. A short reason for the classification.

Rules:
- High fit: strongly matches the target profile and shows active or near-term retail intent.
- Medium fit: partially matches the profile or retail intent is still exploratory.
- Low fit: little alignment with the target profile or no current Portuguese retail intent.
- Fit = how well the lead matches the target profile.
- Priority = how urgent the follow-up is:
  High if fit is High or Medium AND retail plans = "Actively planning";
  Medium if fit is High/Medium and plans = "Exploring";
  Low if there are no plans or fit is Low.
- Do not infer company size, revenue, budget or likelihood to buy unless explicitly provided.
- If the input is insufficient, do not invent missing information.

Return valid JSON only:
{
  "summary": "",
  "segment": "DE brand → PT retail|PT brand|Other",
  "fit": "High|Medium|Low",
  "priority": "High|Medium|Low",
  "reason": ""
}

Validation in Zapier before anything is writtenValidação no Zapier antes de gravar

• Response parses as JSON with exactly these five keys.A resposta é JSON válido com exatamente estas cinco chaves.
• segment is one of “DE brand → PT retail”, “PT brand”, “Other”.segment é “DE brand → PT retail”, “PT brand” ou “Other”.
• fit and priority are one of High, Medium, Low.fit e priority são High, Medium ou Low.
• summary is not empty. Otherwise the fallback runs (A4).summary não está vazio. Caso contrário, corre o fallback (A4).

When something failsQuando algo falha

Integration failure: retry where possible; persistent errors alert the workflow owner for manual recovery.Falha de integração: nova tentativa quando possível; erros persistentes alertam o owner do fluxo para recuperação manual.

Data protectionProteção de dados

• To AI: company, website, job title, channels in Portugal, retail plans, challenge, optional context. That is enough to classify.Para a IA: empresa, website, cargo, canais em Portugal, planos de retalho, desafio, contexto opcional. É o suficiente para classificar.
• Optional free text is sent; the form asks users not to include personal data.O texto livre opcional é enviado; o formulário pede para não incluir dados pessoais.
• Kept out: name, email, consents, CRM IDs, internal notes. Not needed for the task, so not shared (data minimisation, GDPR).Excluído: nome, email, consentimentos, IDs do CRM, notas internas. Não são necessários, logo não são partilhados (minimização, RGPD).
• API use with a data processing agreement in place; privacy policy names the AI step.Uso via API com acordo de tratamento de dados; a política de privacidade menciona o passo de IA.
• Marketing emails only with the separate, optional marketing consent.Emails de marketing só com o consentimento de marketing, separado e opcional.

Flow note: Retail Readiness lead flowNota do fluxo: Retail Readiness lead flow

Ad group: B2B Marketing for Portugal Expansion

Keywords: portugal market expansion · b2b market entry portugal · retail expansion portugal · b2b marketing portugal · from ecommerce to retail portugal. Start with exact + phrase match.Começar com exact + phrase match.

NegativesNegativas: jobs, salary, course, training, internship, free, template, definition, meaning, university, degree, consumer marketing.

MeasurementMedição

Compare CTR, conversion rate, cost per lead and, above all, lead quality. The winning angle is never chosen on CTR alone.Comparar CTR, taxa de conversão, custo por lead e, sobretudo, qualidade do lead. O ângulo vencedor nunca é escolhido só por CTR.

AI used in preparing this proposalIA usada na preparação desta proposta

• ChatGPT — research synthesis, strategic reasoning and copy refinement.ChatGPT — síntese de pesquisa, raciocínio estratégico e refinamento de texto.
• Claude Code — landing-page and interactive prototype implementation.Claude Code — implementação da landing page e do protótipo interativo.

How I would validate the pilotComo validaria o piloto

We don't assume the campaign will work. We measure each stage to know whether to continue, adjust or stop.Não assumimos que a campanha vai funcionar. Medimos cada etapa para perceber se vale a pena continuar, ajustar ou parar.

CTR: secondary, diagnostic only (compares ad angles).CTR: secundária, só de diagnóstico (compara ângulos de anúncio).

Nurturing detailDetalhe do nurturing

No marketing consent → only request-related emails (Day 0 and 6). Low fit → confirmation only, logged in the CRM.Sem consentimento de marketing → só emails sobre o pedido (dias 0 e 6). Fit baixo → só confirmação, registado no CRM.