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Systems and methods for providing leads and appointments

  • US 10,528,921 B1
  • Filed: 10/27/2017
  • Issued: 01/07/2020
  • Est. Priority Date: 02/08/2013
  • Status: Active Grant
First Claim
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1. A method comprising:

  • (a) receiving, at one or more computers from a requestor device, a request for one or more educational institution matches;

    (b) obtaining, at the one or more computers via an interface, user information associated with a user of the requestor device, the user information comprising;

    (1) user identification data including information identifying the user;

    (2) demographic data including information identifying demographic data related to the user;

    (3) location data including information indicating one or more addresses associated with the user;

    (4) education data including information indicating educational background of the user;

    (5) education preference data including information indicating educational preferences for the user; and

    (6) contact data including information indicating contact information for the user;

    (c) accessing, by the one or more computers, one or more electronic databases stored on one or more non-transitory computer-readable storage media and operatively connected to the one or more computers, the one or more databases comprising information for a plurality of educational institutions, including for the respective institutions;

    (1) user educational identification data including information identifying the user;

    (2) education location data including information identifying one or more locations associated with the respective educational institution;

    (3) education program data including information related to education programs associated with the respective educational institution;

    (4) education requirements data including information indicating admission requirements and admission preferences for respective educational institution;

    (5) representative data including information indicating representatives for the respective educational institution; and

    (6) appointment data including information indicating scheduled and available times;

    (d) determining, by the one or more computers, based at least in part on the obtained user information, one or more educational institutions as matches;

    (e) providing, by the one or more computers, the one or more education institution matches as selectable options to the requestor device via the interface;

    (f) transmitting, by the one or more computers to one or more computers associated with each of the matched educational institutions, a notification to each of the educational institution matches, the notification including a message indicating that the educational institution matches a prospect;

    (g) obtaining, at the one or more computers from the requestor device via the interface, a selection of an educational institution;

    (h) providing, by the one or more computers, a first selectable option for scheduling an appointment at the selected educational institution within a predetermined time period and a second selectable option for not scheduling an appointment within the predetermined time period to the requestor device via the interface;

    (i) obtaining, at the one or more computers, a selection of one of the first and second selectable options;

    (j) upon the condition of the first selectable option being obtained;

    (1) determining, at the one or more computers, one or more available appointment times for the selected educational institution within the predetermined time period;

    (2) obtaining, at the one or more computers, a selection of the one or more available appointment times for the selected educational institution;

    (3) transmitting, by the one or more computers to one or more computers associated with the selected educational institution, a confirmation-seeking message requesting confirmation of the selected appointment time with a designated representative of the selected educational institution;

    (4) obtaining, at the one or more computers, a message indicating confirmation of the selected appointment time by the selected educational institution with the designated representative; and

    (5) transmitting, by the one or more computers, a confirmation message to the requestor device confirming a date, time, and location;

    (k) upon the condition of the second selectable option being obtained;

    (1) obtaining, at the one or more computers from the requestor device via the interface, a request to communicate with the selected educational institution;

    (2) determining, by the one or more computers, a contact of the selected educational institution; and

    (3) providing, by the one or more computers, connection between the requestor device and the contact of the selected educational institution;

    (l) transmitting, by the one or more computers to the requestor device via the interface, information on the selected educational institution.

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