Teknova Lead Qualification Agent
Biotech qualification & product matching
Overview
Teknova (biotech reagent manufacturer) needed to qualify 900+ companies and recommend exactly 3 relevant products per prospect.
The challenge
Manual research took 30+ minutes per company. Needed to synthesize complex data (modality, stage, manufacturing) into high-confidence recommendations.
The approach
Built 6-stage AI classification suite (Modality, Stage, Product Match) and conditional waterfall email recovery system.
The results
- ✓Automated qualification of 900+ companies
- ✓Reduced research time by 95% (30m to automation)
- ✓Science-first product recommendations (3 per prospect)
- ✓Revenue-preservation email stack
System snapshots
01Biotech Qualification Database
Per-contact view of every qualified prospect: title, modality (Gene Therapy, mAbs), emerging themes (Custom GMP, Buffers and Reagents), company segment (Large Biopharma, CMO/CDMO), and pipeline stage flagged per row, ready for product matching.02AAV Workflow Email Templates
Modality-specific outreach templates with version control (Long / Short / V-A / V-B) and dynamic placeholders for company name, contact name, and rep assignment by region. Same offer framed for the right pipeline stage.
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