Method of managing prospective business

• US 8,019,649 B2
• Filed: 04/18/2005
• Issued: 09/13/2011
• Est. Priority Date: 04/18/2005
• Status: Expired due to Fees

• Current Assignee: The Devereux Group, Inc.
• Original Assignee: The Devereux Group
• Inventors: Roeser, Prugh, Roeser, Stefan
• Primary Examiner(s): Garg; Yogesh C
• Application Number:
  US11/108,110
• Publication Number:
  US 20060235759A1
• Time in Patent Office: 2,339 Days
• Field of Search: 705/9, 705/10, 705/26, 705/27, 705/26.1
• US Class Current: 705/26.1
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 30/0251 Targeted advertisements
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 30/0641 Shopping interfaces
• CPC Class Codes: G06Q 30/0643 Graphical representation of items or shoppers

Abstract

The present invention reveals the next generation in customer acquisition procedures. LeadMaker™ (“LM”) is a relationship-based system for handling business customers and prospective customers during the period between initial response and follow up by sales. LM is designed to fill the gap between Marketing acquiring responses and Sales establishing primary contact responsibility.

Claims

1. A computerized method for identifying a solution to address managing a multiplicity of customers and potential customers in a specific industry comprising the steps of:

determining whether each of said customers and potential customers are eligible by matching said customers and potential customers to Identification and Filtering Data;

validating whether each of said customers and potential customers are deliverable by confirming the deliverability of addresses of said customers and potential customers;

segmenting said customers and potential customers into groups;

profiling and enhancement of data automatically by a computerized system wherein said profiling and enhancement of data comprises the steps of;

receiving data inputs in the form of customers and potential customers; and

assigning automatically by the computerized system sales responsibility individuals to said customers and potential customers;

generating automatically by the computerized system a multiplicity of proactive purchase process focused communications;

wherein said multiplicity of proactive purchase process focused communications further comprise the steps of;

defining automatically by the computerized system a multiplicity of series of original communications; and

developing automatically by the computerized system a multiplicity of response incentives;

wherein said multiplicity of proactive purchase process focused communications further comprises communications which are individually personalized with profile information, behavioral information, interest information, and sales responsibility information for each said customer or potential customer;

wherein said multiplicity of proactive purchase process focused communications further comprises a graphical appearance and audio presence;

wherein said multiplicity of proactive purchase process focused communications further comprises follow-up communications to said customers and potential customers upon failure of said customers and potential customers to respond to said original communications, a multiplicity of schedules for directing original communications to said customers and potential customers, and a multiplicity of schedules for directing automatic non-responder follow up communications;

wherein said multiplicity of proactive purchase process focused communications further comprises communications directed to said customers and potential customers based upon a multiplicity of schedule timings and a multiplicity of individual eligibilities of said customers and said potential customers, wherein said schedules for directing original communications are based on a multiplicity of individual profiles, response behaviors, and response incentive utilization by said customers and potential customers;

generating automatically by the computerized system a multiplicity of purchase process focused responder experiences, coordinating and managing automatically by the computerized system a multiplicity of sales responsibility individuals;

wherein said multiplicity of purchase process focused responder experiences further comprises the steps of;

creating automatically by the computerized system a multiplicity of response destinations which individually identify each of said multiplicity of customers and said potential customers that respond to said multiplicity of proactive purchase process focused communications;

creating automatically by the computerized system a multiplicity of response destinations which correlate to and extend said multiplicity of proactive purchase focused communications directed to said multiplicity of customers and potential customers;

creating automatically by the computerized system a multiplicity of response destinations which correlate to a multiplicity of backgrounds, a multiplicity of profiles and a multiplicity of interests of said multiplicity of customers and potential customers in order to prompt responses from said multiplicity of customers and potential customers;

creating automatically by the computerized system a multiplicity of profile and sales opportunity questions to be completed by said multiplicity of customers and potential customers wherein said multiplicity of customers and potential customers respond in exchange for delivery of said multiplicity of response incentives;

personalizing automatically by the computerized system said multiplicity of response destinations individually with profile information, behavioral information, interest information, and sales responsibility individual information from each of said multiplicity of customers and potential customers which responds; and

,

wherein said multiplicity of purchase process focused responder experiences further comprises the steps of;

creating a multiplicity of purchase focused questions which are completed by said customers and potential customers, wherein said customers respond in exchange for delivery of response incentives; and

personalizing said multiplicity of response destinations individually with profile information and behavioral information from each of said customers or potential customers

wherein said multiplicity of purchase process focused responder experiences further comprises creating a multiplicity of response destinations, which encompass a graphical appearance and audio presence.

2. The computerized method for identifying a solution to address managing a multiplicity of customers and potential customers in a specific industry of claim 1 further comprising the steps of:

Monitoring individually by the computerized system each of a multiplicity of communications delivery behaviors and communications receipt behaviors of said multiplicity of customers and potential customers;

recording individually by the computerized system each of said multiplicity of communications delivery behaviors and communications receipt behaviors of each of said multiplicity of customers and potential customers;

monitoring individually by the computerized system each of a multiplicity of communications response behaviors of said multiplicity of customers and potential customers;

recording individually by the computerized system each of said multiplicity of communications response behaviors of each of said multiplicity of customers and potential customers; and

,

reporting said multiplicity of communications delivery behaviors, said multiplicity of communications receipt behaviors and said multiplicity of communications response behaviors of said multiplicity of customers and said potential customers.

3. The computerized method for identifying a solution to address managing a multiplicity of customers and potential customers in a specific industry of claim 2 wherein said multiplicity of communications delivery behaviors and said multiplicity of communications receipt behaviors and said multiplicity of communications response behaviors of said multiplicity of customers and potential customers further comprise utilizing a multiplicity of differing traceable media responses.