Build an AI Powered Medical Device Sales Lead Generation and Territory Management System

Posted 3 hours ago

Worldwide

Summary

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.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $5.00

    -

    $20.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Artificial Intelligence
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:3 hours ago
  • Interviewing:
    5
  • Invites sent:
    4
  • Unanswered invites:
    3
About the client
Member since Jul 1, 2026
  • United States
    11:02 PM
  • Sales & Marketing
    Individual client

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