Danh Phan.
CLIENTAI AGENTWORKFLOW AUTOMATION•Healthcare

B2B Medical Device Distribution Lead Qualification Engine

Intelligent qualification agent assessing clinic purchasing criteria, license verification, and equipment requirements for sales reps.

Key Outcome: 65% noise reduction for sales team
B2B Medical Device Qualification Engine architecture

Quick Facts

Timeline / Year
2026
My Role
Lead Engineer
Industry
Healthcare
Core Stack
Python, FastAPI, OpenAI

The Business Problem

Medical equipment distributors received high volumes of non-qualified quote requests, distracting technical sales specialists with inquiries from unregistered practices or students seeking project quotes.

Implemented Solution

Implemented an AI qualification system that ingests inquiry emails and RFQ forms, checks business registration databases, classifies purchasing urgency and facility capabilities, and generates a pre-qualification briefing sheet for account managers.

Role & Responsibilities

AI Solutions Developer: Designed qualification scoring rubric, built data enrichment scripts, and integrated CRM pipeline stages.

Architecture & Implementation Details

Developed an n8n workflow orchestrated with a dedicated FastAPI microservice that extracts clinical requirements, parses attached PDF specifications, and computes a qualification score from 0 to 100.

Verified Outcomes & Business Impact

Filtered out 65% of unqualified inquiries before sales specialist review, increasing qualified opportunity win rates by 22%.

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