Build an AI Powered Medical Device Sales Lead Generation and Territory Management System
Budget: $5.0 - $20.0
HOURLY / PART_TIME
⭐ 0.00 (0)
United States
artificial-intelligence, data-scraping, automation, google-sheets
Build an AI Powered Medical Device Sales Lead Generation and Territory Management System
I am a Territory Manager for BTL Industries covering the entire state of Louisiana. I'm looking for an experienced AI automation engineer to build a scalable sales operating system that automates lead generation, prospect research, territory management, CRM updates, and sales planning.
This is not a simple web scraping project. My goal is to build a complete territory intelligence platform that helps me identify every potential customer, prioritize opportunities, and plan my sales activities.
This project will likely become a long term relationship if successful.
Project Goals
Build an automated system that can:
• Find medical practices throughout Louisiana.
• Organize practices by specialty and region.
• Research each practice using publicly available information.
• Identify decision makers whenever publicly available.
• Recommend the best BTL products for each practice.
• Score each lead based on purchasing probability.
• Push all data into a searchable CRM or Google Sheets database.
• Continuously update and enrich the database.
Specialties
The system should identify practices including:
• Med Spas
• Plastic Surgery
• Dermatology
• Wellness Clinics
• Weight Loss Clinics
• Hormone Replacement Clinics
• Functional Medicine
• OBGYN
• Urology
• Pain Management
• Orthopedics
• Physical Therapy
• Sports Medicine
• Chiropractors
• Dentistry
• Primary Care
Information to Collect
Practice Name
Address
City
Region
Phone Number
Website
Public Email
Social Media
Google Rating
Google Review Count
Services Offered
Owner
Medical Director
Practice Manager
Office Manager
Current Technologies (if publicly identifiable)
Competitor Equipment (if publicly identifiable)
Notes
AI Analysis
For every practice I want AI to determine:
• Best BTL products
• Priority Score (A+, A, B, C, D)
• Estimated buying probability
• Best first conversation
• Suggested outreach method
• Likely objections
• Follow up strategy
Territory Planning
Automatically organize every lead by region.
Examples include:
New Orleans
Metairie
Northshore
Covington
Mandeville
Hammond
Baton Rouge
Lafayette
Lake Charles
Houma
Thibodaux
Alexandria
Monroe
Shreveport
Bossier City
I also want optimized driving routes and weekly territory plans.
CRM
The final system should work with Google Sheets, Airtable, or another recommended CRM and support:
Automatic updates
Deduplication
Filtering
Search
Follow up tracking
Notes
Salesforce integration is a major plus.
AI Features
Generate:
Practice summaries
Meeting preparation
Call scripts
Personalized emails
Weekly sales plans
Daily priorities
Next best accounts to visit
Preferred Experience
Clay
Apollo
Google Maps API
Google Places API
Python
OpenAI API
Google Sheets API
Airtable
Make.com
Zapier
Salesforce
Lead enrichment
CRM automation
When Applying
Please include:
Examples of similar projects.
Your recommended technology stack.
How you would build this system.
Whether you recommend Clay, Apollo, n8n, Make.com, Zapier, custom Python, or another solution.
Estimated timeline.
Please begin your proposal with the word "Louisiana" so I know you've read the entire posting.
This is not a beginner project. I am looking for someone with real experience building AI powered lead generation and sales automation systems.
If you believe there is a more scalable or efficient architecture than what I've described, I'd like to hear your recommendation. I'm looking for the best long-term solution, not just the one I initially envisioned.
Apri su Upwork